Filing Research | MO - ALTRIA GROUP INC Institutional Holdings

Snapshot holdings

50 / 824 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	3.6MSH	$259.5M
2	Mirae Asset Global Investments Co., Ltd.	Shares	1.8MSH	$129.8M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	896.2KSH	$64.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	768.1KSH	$54.6M
5	Robeco Institutional Asset Management B.V.	Shares	744.7KSH	$53.6M
6	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	615.5KSH	$44.3M
7	QRG CAPITAL MANAGEMENT, INC.	Shares	494.6KSH	$35.6M
8	Czech National Bank	Shares	475.3KSH	$34.2M
9	Mediolanum International Funds Ltd	Shares	437.5KSH	$32.4M
10	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	418.2KSH	$30.1M
11	Crossmark Global Holdings, Inc.	Shares	401.1KSH	$28.9M
12	FIRST CITIZENS BANK & TRUST CO	Shares	386.6KSH	$27.8M
13	D.A. DAVIDSON & CO.	Shares	372.1KSH	$26.8M
14	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	371.8KSH	$26.8M
15	Envestnet Portfolio Solutions, Inc.	Shares	371.1KSH	$26.7M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	368.8KSH	$26.5M
17	Merit Financial Group, LLC	Shares	348.3KSH	$25.1M
18	IFM Investors Pty Ltd	Shares	279.0KSH	$20.1M
19	Mayflower Financial Advisors, LLC	Shares	272.9KSH	$19.6M
20	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	263.1KSH	$18.9M
21	SBI Securities Co., Ltd.	Shares	250.7KSH	$18.0M
22	Police & Firemen's Retirement System of New Jersey	Shares	250.4KSH	$18.0M
23	Adams Asset Advisors, LLC	Shares	235.7KSH	$17.0M
24	Gradient Investments LLC	Shares	234.9KSH	$16.9M
25	TECTONIC ADVISORS LLC	Shares	233.0KSH	$16.8M
26	Artemis Investment Management LLP	Shares	228.9KSH	$16.5M
27	DAVENPORT & Co LLC	Shares	222.8KSH	$16.0M
28	CWA Asset Management Group, LLC	Shares	219.5KSH	$15.8M
29	BENEDICT FINANCIAL ADVISORS INC	Shares	215.5KSH	$15.5M
30	VIKING FUND MANAGEMENT LLC	Shares	202.0KSH	$14.5M
31	Cyndeo Wealth Partners, LLC	Shares	199.2KSH	$14.3M
32	OLD NATIONAL BANCORP /IN/	Shares	191.9KSH	$13.8M
33	J.W. COLE ADVISORS, INC.	Shares	185.4KSH	$13.3M
34	Apollon Wealth Management, LLC	Shares	180.9KSH	$13.0M
35	Allen Mooney & Barnes Investment Advisors LLC	Shares	179.3KSH	$12.9M
36	Empire Life Investments Inc.	Shares	177.0KSH	$12.7M
37	Columbus Macro, LLC	Shares	142.0KSH	$10.2M
38	ARS Wealth Advisors Group, LLC	Shares	140.3KSH	$10.1M
39	HENNESSY ADVISORS INC	Shares	139.5KSH	$10.0M
40	Global X Japan Co., Ltd.	Shares	138.0KSH	$9.9M
41	Sequoia Financial Advisors, LLC	Shares	137.8KSH	$9.9M
42	BENJAMIN EDWARDS INC	Shares	136.3KSH	$9.8M
43	KWMG, LLC	Shares	128.4KSH	$9.2M
44	Ellsworth Advisors, LLC	Shares	129.0KSH	$9.1M
45	INTACT INVESTMENT MANAGEMENT INC.	Shares	124.2KSH	$8.9M
46	Farther Finance Advisors, LLC	Shares	121.7KSH	$8.8M
47	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	115.0KSH	$8.3M
48	CoreCap Advisors, LLC	Shares	114.0KSH	$8.2M
49	Linden Thomas Advisory Services, LLC	Shares	112.3KSH	$8.1M
50	Octavia Wealth Advisors, LLC	Shares	108.8KSH	$7.9M

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 840 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+3.5M	+$253.2M	$259.5M
2	Mirae Asset Global Investments Co., Ltd. added	Shares	+238.7K	+$26.5M	$129.8M
3	Mayflower Financial Advisors, LLC added	Shares	+174.6K	+$13.1M	$19.6M
4	Columbus Macro, LLC new	Shares	+142.0K	+$10.2M	$10.2M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+81.7K	+$9.8M	$54.6M
6	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+42.0K	+$8.1M	$64.5M
7	Robeco Institutional Asset Management B.V. added	Shares	+15.3K	+$5.4M	$53.6M
8	QRG CAPITAL MANAGEMENT, INC. added	Shares	+17.0K	+$4.1M	$35.6M
9	Czech National Bank added	Shares	+18.1K	+$4.0M	$34.2M
10	FUKOKU MUTUAL LIFE INSURANCE CO added	Shares	+3.7K	+$3.9M	$44.3M
11	Annex Advisory Services, LLC added	Shares	+45.2K	+$3.6M	$7.2M
12	Fideuram Asset Management (Ireland) dac added	Shares	+39.9K	+$3.3M	$7.3M
13	BENJAMIN EDWARDS INC added	Shares	+37.8K	+$3.3M	$9.8M
14	Curated Wealth Partners LLC new	Shares	+200.6K	+$3.2M	$3.2M
15	IFM Investors Pty Ltd added	Shares	+22.3K	+$3.1M	$20.1M
16	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+12.6K	+$3.0M	$26.8M
17	Merit Financial Group, LLC added	Shares	+12.7K	+$2.9M	$25.1M
18	D.A. DAVIDSON & CO. added	Shares	+7.4K	+$2.7M	$26.8M
19	Apollon Wealth Management, LLC added	Shares	+19.1K	+$2.3M	$13.0M
20	MISSION WEALTH MANAGEMENT, LP added	Shares	+29.3K	+$2.2M	$3.6M
21	MRA Advisory Group new	Shares	+29.2K	+$2.1M	$2.1M
22	Global X Japan Co., Ltd. added	Shares	+18.8K	+$2.1M	$9.9M
23	Charles Schwab Trust Co added	Shares	+27.0K	+$2.0M	$2.4M
24	TECTONIC ADVISORS LLC added	Shares	+8.3K	+$1.9M	$16.8M
25	Artemis Investment Management LLP added	Shares	+8.5K	+$1.9M	$16.5M
26	Farther Finance Advisors, LLC added	Shares	+17.2K	+$1.9M	$8.8M
27	Mediolanum International Funds Ltd trimmed	Shares	-17.5K	+$1.9M	$32.4M
28	OLD NATIONAL BANCORP /IN/ added	Shares	+10.1K	+$1.8M	$13.8M
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC unchanged	CALL	0	+$1.8M	$1.8M
30	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+20.3K	+$1.7M	$4.3M
31	Gradient Investments LLC added	Shares	+3.6K	+$1.6M	$16.9M
32	Pine Valley Investments Ltd Liability Co added	Shares	+18.9K	+$1.6M	$4.6M
33	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-302	+$1.5M	$18.9M
34	RMR Wealth Builders added	Shares	+17.4K	+$1.5M	$4.4M
35	CWA Asset Management Group, LLC added	Shares	+2.5K	+$1.5M	$15.8M
36	Adams Asset Advisors, LLC unchanged	Shares	0	+$1.4M	$17.0M
37	Cyndeo Wealth Partners, LLC added	Shares	+2.9K	+$1.4M	$14.3M
38	Sequoia Financial Advisors, LLC added	Shares	+7.5K	+$1.3M	$9.9M
39	TrueMark Investments, LLC added	Shares	+11.3K	+$1.3M	$6.3M
40	DAVENPORT & Co LLC trimmed	Shares	-1.4K	+$1.2M	$16.0M
41	VIKING FUND MANAGEMENT LLC unchanged	Shares	0	+$1.2M	$14.5M
42	BENEDICT FINANCIAL ADVISORS INC trimmed	Shares	-2.0K	+$1.1M	$15.5M
43	ARVEST INVESTMENTS, INC. new	Shares	+15.7K	+$1.1M	$1.1M
44	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+12.2K	+$1.1M	$3.4M
45	Bison Wealth, LLC added	Shares	+14.4K	+$1.0M	$1.7M
46	J.W. COLE ADVISORS, INC. trimmed	Shares	-1.1K	+$1.0M	$13.3M
47	Brookstone Capital Management added	Shares	+5.5K	+$1.0M	$7.9M
48	Confluence Wealth Services, Inc. added	Shares	+9.9K	+$991.5K	$4.1M
49	CoreCap Advisors, LLC added	Shares	+4.4K	+$971.8K	$8.2M
50	Bellecapital International Ltd. added	Shares	+6.4K	+$892.7K	$5.7M

Scroll to load more