MO Altria Group, Inc.
Altria Group, Inc. (MO) Institutional Ownership
What the institutions did with MO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Kennon-Green & Company, LLC | 108.4K | 21.4% |
| MassMutual Private Wealth & Trust, FSB | 87.8K | 17.3% |
| CX Institutional | 47.1K | 9.3% |
| Central Pacific Bank - Trust Division | 35.8K | 7.1% |
| DOLIVER ADVISORS, LP | 33.6K | 6.6% |
| GoalVest Advisory LLC | 21.7K | 4.3% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 21.1K | 4.2% |
| PARK NATIONAL CORP /OH/ | 18.4K | 3.6% |
| TOMPKINS FINANCIAL CORP | 14.7K | 2.9% |
| EASTERN BANK | 13.9K | 2.7% |
| Stonebridge Financial Group, LLC | 12.5K | 2.5% |
| NEVILLE RODIE & SHAW INC | 12.2K | 2.4% |
| Montecito Bank & Trust | 9.1K | 1.8% |
| Versant Capital Management, Inc | 9.1K | 1.8% |
| PRIVATE CLIENT SERVICES, LLC | 8.2K | 1.6% |
| Defender Capital, LLC. | 5.8K | 1.1% |
| Roxbury Financial LLC | 5.7K | 1.1% |
| Heartwood Wealth Advisors LLC | 5.4K | 1.1% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 5.3K | 1.0% |
| Coastline Trust Co | 4.9K | 1.0% |
| ROCKLAND TRUST CO | 4.7K | 0.9% |
| CapWealth Advisors, LLC | 3.6K | 0.7% |
| ACIMA PRIVATE WEALTH, LLC | 3.3K | 0.6% |
| Adelphi Trust Co | 3.1K | 0.6% |
| Rosenberg Matthew Hamilton | 3.0K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Kennon-Green & Company, LLC | Reduced | 116.2K | 108.4K | -7.8K |
| CX Institutional | Increased | 40.5K | 47.1K | +6.6K |
| Central Pacific Bank - Trust Division | Reduced | 40.2K | 35.8K | -4.4K |
| First Citizens Financial Corp | Sold Out | 3.0K | 0 | -3.0K |
| DOLIVER ADVISORS, LP | Reduced | 34.9K | 33.6K | -1.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 20.1K | 21.1K | +988 |
| EASTERN BANK | Increased | 13.0K | 13.9K | +874 |
| Versant Capital Management, Inc | Increased | 8.6K | 9.1K | +518 |
| PRIVATE CLIENT SERVICES, LLC | Increased | 7.7K | 8.2K | +504 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 88.3K | 87.8K | -468 |
| GoalVest Advisory LLC | Increased | 21.3K | 21.7K | +447 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 5.7K | 5.3K | -400 |
| Adelphi Trust Co | Increased | 2.9K | 3.1K | +281 |
| Stonebridge Financial Group, LLC | Increased | 12.2K | 12.5K | +263 |
| ACIMA PRIVATE WEALTH, LLC | Reduced | 3.5K | 3.3K | -229 |
| PARK NATIONAL CORP /OH/ | Reduced | 18.6K | 18.4K | -135 |
| BURKETT FINANCIAL SERVICES, LLC | Reduced | 2.2K | 2.1K | -107 |
| Roxbury Financial LLC | Reduced | 5.7K | 5.7K | -60 |
| ROCKLAND TRUST CO | Increased | 4.6K | 4.7K | +36 |
| Noble Wealth Management PBC | Increased | 11 | 21 | +10 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.