Who holds MOticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ALTRIA GROUP INC · COM · quarter ended 2026-03-31 · 34 members disclosed MO ↗

2,050

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$62.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,017

addsholders whose share count rose or who opened the position (new + add), by shares

153

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of MO ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$8.2B	124,747,991	−5,061,285	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$7.2B	108,836,042	—	no prior
3	STATE STREET CORP	$4.8B	71,792,319	−1,038,212	trim
4	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$3.6B	54,280,109	−11,236,807	trim
5	GEODE CAPITAL MANAGEMENT, LLC	$3.1B	47,022,658	+1,037,940	add
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.3B	35,208,188	—	no prior
7	Capital Research Global Investors	$1.7B	25,679,912	+13,531,844	add
8	MORGAN STANLEY	$1.6B	24,455,729	+2,149,556	add
9	GQG Partners LLC	$1.6B	23,836,839	−1,221,598	trim
10	AMERIPRISE FINANCIAL INC	$1.4B	21,503,069	−295,271	trim
11	Capital World Investors	$1.2B	18,416,099	−19,188	trim
12	NORTHERN TRUST CORP	$1.1B	16,039,394	−330,170	trim
13	BANK OF AMERICA CORP /DE/	$996M	15,099,821	−823,167	trim
14	Bank of New York Mellon Corp	$853M	12,929,142	+133,676	add
15	Invesco Ltd.	$774M	11,728,149	−188,252	trim
16	Legal & General Group Plc	$648M	9,822,049	+783,574	add
17	VANGUARD FIDUCIARY TRUST CO	$623M	9,443,583	—	no prior
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$607M	9,202,240	−2,762,939	trim
19	ROYAL BANK OF CANADA	$528M	7,995,715	−1,800,302	trim
20	Nuveen, LLC	$514M	7,792,120	+1,910,059	add
21	UBS Group AG	$499M	7,559,011	−784,795	trim
22	FIRST TRUST ADVISORS LP	$443M	6,713,303	+41,333	add
23	BARCLAYS PLC	$415M	6,291,862	−978,662	trim
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$398M	6,029,914	+167,400	add
25	FMR LLC	$389M	5,897,906	+25,671	add
26	RAYMOND JAMES FINANCIAL INC	$369M	5,586,119	−142,827	trim
27	AQR CAPITAL MANAGEMENT LLC	$352M	5,329,825	+249,337	add
28	WELLS FARGO & COMPANY/MN	$351M	5,319,195	+243,564	add
29	Allianz Asset Management GmbH	$328M	4,971,344	−2,408,530	trim
30	Swiss National Bank	$325M	4,926,500	+323,100	add
31	National Pension Service	$321M	4,863,972	+4,863,972	new
32	LPL Financial LLC	$304M	4,606,832	+192,435	add
33	DIMENSIONAL FUND ADVISORS LP	$276M	4,185,108	+47,822	add
34	Swiss Life Asset Management Ltd	$270M	4,085,192	+138,351	add
35	DEUTSCHE BANK AG\	$264M	4,004,015	+4,421	add
36	FRANKLIN RESOURCES INC	$251M	3,804,873	+938,058	add
37	Mitsubishi UFJ Asset Management Co., Ltd.	$250M	3,792,017	+244,109	add
38	Vanguard Global Advisers, LLC	$249M	3,772,371	—	no prior
39	HSBC HOLDINGS PLC	$249M	3,767,113	−5,504,101	trim
40	ENVESTNET ASSET MANAGEMENT INC	$239M	3,615,039	+175,288	add
41	LONDON CO OF VIRGINIA	$237M	3,592,274	−246,848	trim
42	VICTORY CAPITAL MANAGEMENT INC	$224M	3,399,862	−89,853	trim
43	Sumitomo Mitsui Trust Group, Inc.	$220M	3,333,982	+45,145	add
44	HighTower Advisors, LLC	$204M	3,097,642	+283,120	add
45	VANGUARD ASSET MANAGEMENT, Ltd	$202M	3,056,576	—	no prior
46	TRUIST FINANCIAL CORP	$182M	2,764,777	+119,574	add
47	ASSETMARK, INC	$177M	2,681,957	+458	add
48	CITADEL ADVISORS LLC	$171M	2,592,475	+1,456,523	add
49	CITIGROUP INC	$165M	2,507,304	+167,458	add
50	FEDERATED HERMES, INC.	$161M	2,434,715	+363,561	add
51	Cullen Capital Management, LLC	$157M	2,374,542	+36,466	add
52	BANK OF MONTREAL /CAN/	$154M	2,339,992	−413,406	trim
53	Qube Research & Technologies Ltd	$154M	2,329,383	−1,440,719	trim
54	Alyeska Investment Group, L.P.	$150M	2,266,615	+959,565	add
55	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$146M	2,219,178	+157,773	add
56	MILLENNIUM MANAGEMENT LLC	$145M	2,193,122	+847,693	add
57	PANAGORA ASSET MANAGEMENT INC	$137M	2,082,826	+400,951	add
58	NEW YORK STATE COMMON RETIREMENT FUND	$134M	2,030,400	−11,800	trim
59	PRINCIPAL FINANCIAL GROUP INC	$129M	1,952,375	+40,974	add
60	D. E. Shaw & Co., Inc.	$128M	1,946,018	+1,276,773	add
61	Bridgewater Associates, LP	$113M	1,705,511	−1,571,240	trim
62	SEI INVESTMENTS CO	$112M	1,698,456	+222,218	add
63	STIFEL FINANCIAL CORP	$111M	1,688,022	+44,824	add
64	RENAISSANCE TECHNOLOGIES LLC	$111M	1,676,500	−443,500	trim
65	Korea Investment CORP	$108M	1,643,179	+716,106	add
66	Cetera Investment Advisers	$105M	1,587,260	+1,900	add
67	ALLIANCEBERNSTEIN L.P.	$104M	1,809,701	−94,712	trim
68	Mirae Asset Global Investments Co., Ltd.	$103M	1,565,875	−313,023	trim
69	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$99.6M	1,496,196	−171,423	trim
70	ADAGE CAPITAL PARTNERS GP, L.L.C.	$99.2M	1,503,832	−13,400	trim
71	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$98.0M	1,485,466	−23,106	trim
72	COMMONWEALTH EQUITY SERVICES, LLC	$87.1M	1,320,349	−270,160	trim
73	Railway Pension Investments Ltd	$85.3M	1,292,400	−174,400	trim
74	Contrarius Group Holdings Ltd	$84.2M	1,275,522	+1,275,522	new
75	OSAIC HOLDINGS, INC.	$77.2M	1,169,295	−6,478	trim
76	Amundi	$75.2M	1,140,040	+104,225	add
77	Ilex Capital Partners (UK) LLP	$75.1M	1,138,725	+1,138,725	new
78	LAZARD ASSET MANAGEMENT LLC	$71.8M	1,088,444	+265,221	add
79	Freestone Grove Partners LP	$70.6M	1,069,321	+1,069,321	new
80	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$70.2M	1,063,351	−5,312	trim
81	MACQUARIE GROUP LTD	$70.0M	1,060,857	+85,099	add
82	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$69.1M	1,047,772	+300,041	add
83	Mariner, LLC	$64.0M	970,088	−59,353	trim
84	Quantinno Capital Management LP	$62.8M	951,085	+199,854	add
85	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$62.1M	941,436	+941,436	new
86	STATE OF WISCONSIN INVESTMENT BOARD	$59.3M	898,932	+28,430	add
87	ZACKS INVESTMENT MANAGEMENT	$59.3M	898,038	−5,772	trim
88	TD ASSET MANAGEMENT INC	$59.1M	895,627	+21,078	add
89	VOYA INVESTMENT MANAGEMENT LLC	$58.4M	884,886	+46,006	add
90	PRUDENTIAL FINANCIAL INC	$57.9M	877,778	−1,330,978	trim
91	Zurcher Kantonalbank (Zurich Cantonalbank)	$57.1M	864,550	+864,550	new
92	Asset Management One Co., Ltd.	$56.6M	857,775	+31,423	add
93	JANE STREET GROUP, LLC	$56.5M	856,806	+773,432	add
94	EXCHANGE TRADED CONCEPTS, LLC	$56.4M	854,222	−41,722	trim
95	Chevy Chase Trust Holdings, LLC	$56.3M	852,609	−25,498	trim
96	MERCER GLOBAL ADVISORS INC /ADV	$55.7M	843,678	−129,138	trim
97	Creative Planning	$54.9M	831,631	+61,909	add
98	TEACHER RETIREMENT SYSTEM OF TEXAS	$54.6M	827,807	−341,309	trim
99	TODD ASSET MANAGEMENT LLC	$53.2M	806,486	−3,499	trim
100	CIBC Asset Management Inc	$52.9M	801,680	−37,693	trim
101	NATIONAL BANK OF CANADA /FI/	$52.5M	795,267	−445,558	trim
102	Eurizon Capital SGR S.p.A.	$51.4M	778,271	−64,390	trim
103	Pictet Asset Management Holding SA	$50.8M	769,254	−28,893	trim
104	ROYAL LONDON ASSET MANAGEMENT LTD	$49.7M	753,446	−4,155	trim
105	Man Group plc	$49.5M	750,754	−864,882	trim
106	Gotham Asset Management, LLC	$49.3M	746,547	+134,848	add
107	Universal- Beteiligungs- und Servicegesellschaft mbH	$48.8M	859,612	−63,637	trim
108	Vanguard Investments Australia, Ltd.	$48.7M	738,107	—	no prior
109	Focus Partners Wealth	$48.3M	730,400	+348	add
110	Mitsubishi UFJ Trust & Banking Corp	$48.2M	730,048	+6,246	add
111	Robeco Institutional Asset Management B.V.	$48.1M	729,432	−52,952	trim
112	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$47.1M	713,739	−7,828	trim
113	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$44.8M	686,449	−221,837	trim
114	NOMURA ASSET MANAGEMENT CO LTD	$44.4M	673,091	+7,794	add
115	Capital Investment Advisors, LLC	$44.4M	672,406	+11,249	add
116	Illinois Municipal Retirement Fund	$43.7M	662,925	−5,318	trim
117	FIFTH THIRD BANCORP	$43.2M	654,966	+574,650	add
118	CREDIT AGRICOLE S A	$43.1M	653,078	−81,163	trim
119	WELLINGTON MANAGEMENT GROUP LLP	$41.2M	624,421	+104,043	add
120	COMMERCE BANK	$40.7M	616,104	+49,660	add
121	FUKOKU MUTUAL LIFE INSURANCE CO	$40.4M	611,865	−1,030	trim
122	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$40.1M	607,773	+150,459	add
123	NISA INVESTMENT ADVISORS, LLC	$40.1M	598,435	+3,925	add
124	Daiwa Securities Group Inc.	$39.5M	598,393	+25,847	add
125	CIBC Bancorp USA Inc.	$38.4M	580,609	—	no prior
126	State of New Jersey Common Pension Fund D	$37.9M	574,932	0	no change
127	Kestra Advisory Services, LLC	$37.9M	574,447	+70,180	add
128	US BANCORP \DE\	$37.9M	573,599	−16,162	trim
129	Sanctuary Advisors, LLC	$37.4M	566,366	+9,370	add
130	Corient Private Wealth LLC	$36.8M	559,514	−590,577	trim
131	WORLDQUANT MILLENNIUM ADVISORS LLC	$35.8M	542,469	−639,759	trim
132	Advisors Capital Management, LLC	$35.3M	534,672	+18,523	add
133	OPPENHEIMER ASSET MANAGEMENT INC.	$35.1M	531,305	+25,932	add
134	Squarepoint Ops LLC	$34.7M	525,631	+203,791	add
135	Resona Asset Management Co.,Ltd.	$34.4M	520,548	+13,178	add
136	Empowered Funds, LLC	$33.8M	512,441	−92,839	trim
137	Rockefeller Capital Management L.P.	$33.6M	509,094	+20,388	add
138	CWM, LLC	$33.4M	505,960	+2,118	add
139	TORONTO DOMINION BANK	$33.2M	503,504	−710,161	trim
140	SCHRODER INVESTMENT MANAGEMENT GROUP	$32.5M	485,384	+198,349	add
141	MARTINGALE ASSET MANAGEMENT L P	$31.9M	483,990	−5,932	trim
142	Cerity Partners LLC	$31.8M	482,066	−130,892	trim
143	M&T BANK CORP	$31.6M	478,713	−11,068	trim
144	ALPS ADVISORS INC	$31.6M	478,144	−45,762	trim
145	QRG CAPITAL MANAGEMENT, INC.	$31.5M	477,560	+75,164	add
146	Vontobel Holding Ltd.	$31.3M	473,615	−2,807	trim
147	AE Wealth Management LLC	$31.1M	471,368	−170,647	trim
148	Crossmark Global Holdings, Inc.	$30.8M	466,012	—	no prior
149	MML INVESTORS SERVICES, LLC	$30.7M	465,169	−47,889	trim
150	Mediolanum International Funds Ltd	$30.5M	454,974	−48,022	trim
151	Arizona State Retirement System	$30.4M	459,992	−14,634	trim
152	Czech National Bank	$30.2M	457,179	+14,538	add
153	WEDGE CAPITAL MANAGEMENT L L P/NC	$30.0M	455,056	−27,705	trim
154	STATE OF MICHIGAN RETIREMENT SYSTEM	$28.9M	438,542	−900	trim
155	FIRST CITIZENS BANK & TRUST CO	$27.7M	419,035	+81,092	add
156	Distillate Capital Partners LLC	$27.2M	411,843	−1,335	trim
157	CONNING INC.	$27.0M	409,157	−2,826	trim
158	FOUNDATIONS INVESTMENT ADVISORS, LLC	$26.9M	407,749	+13,350	add
159	Envestnet Portfolio Solutions, Inc.	$26.3M	398,720	+59,349	add
160	MetLife Investment Management, LLC	$25.9M	392,372	−10,180	trim
161	Baird Financial Group, Inc.	$25.9M	392,255	+392,255	new
162	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$25.8M	391,034	+565	add
163	Beacon Pointe Advisors, LLC	$25.1M	380,245	+25,958	add
164	Allspring Global Investments Holdings, LLC	$24.9M	379,527	+21,455	add
165	BANK OF NOVA SCOTIA	$24.5M	370,525	−2,045,617	trim
166	D.A. DAVIDSON & CO.	$24.1M	364,763	+27,055	add
167	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$23.7M	359,259	+14,588	add
168	TCTC Holdings, LLC	$23.6M	357,279	0	no change
169	Retirement Systems of Alabama	$23.5M	356,479	−634	trim
170	Pinnacle Financial Partners, Inc.	$22.8M	346,237	+2,689	add
171	Sterling Capital Management LLC	$22.7M	343,671	+4,666	add
172	NATIXIS	$22.5M	341,231	−681,786	trim
173	Merit Financial Group, LLC	$22.1M	335,656	+154,451	add
174	NewEdge Advisors, LLC	$21.8M	329,804	+329,804	new
175	TUDOR INVESTMENT CORP ET AL	$21.8M	329,601	−63,975	trim
176	Lido Advisors, LLC	$21.7M	324,037	−361,363	trim
177	Woodline Partners LP	$21.7M	328,798	+42,364	add
178	Verity & Verity, LLC	$21.4M	323,876	+7,730	add
179	XPONANCE LLC	$21.3M	323,450	+51,058	add
180	Capital International, Inc./CA/	$20.7M	313,833	+24,852	add
181	Wealthfront Advisers LLC	$20.5M	310,052	+17,454	add
182	GW HENSSLER & ASSOCIATES LTD	$20.3M	307,369	−10,993	trim
183	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$20.0M	303,000	−48,800	trim
184	Richard C. Young & CO., LTD.	$19.7M	299,196	+3,847	add
185	&PARTNERS	$19.6M	296,010	+54,027	add
186	Aptus Capital Advisors, LLC	$19.5M	295,527	−3,572	trim
187	PRIMECAP MANAGEMENT CO/CA/	$19.2M	291,500	−3,200	trim
188	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$18.1M	274,328	−2,641	trim
189	Utah Retirement Systems	$18.1M	274,260	−4,406	trim
190	ProShare Advisors LLC	$18.1M	274,125	−34,600	trim
191	PUBLIC SECTOR PENSION INVESTMENT BOARD	$17.8M	270,005	+52,562	add
192	Night Squared LP	$17.7M	268,586	+268,586	new
193	STEPHENS INC /AR/	$17.7M	266,504	+21,124	add
194	Callodine Capital Management, LP	$17.5M	264,844	−206,808	trim
195	SBI Securities Co., Ltd.	$17.4M	264,032	−4,009	trim
196	Sumitomo Mitsui DS Asset Management Company, Ltd	$17.4M	263,438	+2,212	add
197	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$17.3M	262,876	+5,097	add
198	Cresset Asset Management, LLC	$17.3M	258,087	−28,056	trim
199	MACKENZIE FINANCIAL CORP	$17.0M	257,498	−241,443	trim
200	IFM Investors Pty Ltd	$16.9M	256,753	+15,486	add
201	Rakuten Investment Management, Inc.	$16.7M	249,132	+28,251	add
202	Advisors Asset Management, Inc.	$16.7M	252,586	−16,145	trim
203	NEOS Investment Management LLC	$16.6M	251,110	+12,573	add
204	Vanguard Personalized Indexing Management, LLC	$16.0M	242,406	+17,042	add
205	Adams Asset Advisors, LLC	$15.6M	235,728	0	no change
206	GREAT LAKES ADVISORS, LLC	$15.4M	232,808	+10,217	add
207	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$15.3M	231,359	−66,733	trim
208	Gradient Investments LLC	$15.3M	231,353	+3,271	add
209	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$15.1M	229,321	+3,019	add
210	Clearstead Advisors, LLC	$15.1M	228,655	+21,356	add
211	TECTONIC ADVISORS LLC	$14.8M	224,705	+9,503	add
212	DAVENPORT & Co LLC	$14.8M	224,251	−1,781	trim
213	Vident Advisory, LLC	$14.7M	222,603	+13,777	add
214	Artemis Investment Management LLP	$14.5M	220,450	+8,675	add
215	GLENMEDE TRUST CO NA	$14.5M	219,607	+4,066	add
216	GUGGENHEIM CAPITAL LLC	$14.4M	218,073	+15,201	add
217	CWA Asset Management Group, LLC	$14.3M	217,033	−139,117	trim
218	NISSAY ASSET MANAGEMENT CORP /JAPAN	$14.2M	215,057	+2,829	add
219	Holocene Advisors, LP	$14.1M	214,092	+214,092	new
220	Systematic Alpha Investments, LLC	$14.0M	212,638	0	no change
221	Allworth Financial LP	$13.7M	207,592	+12,380	add
222	RITHOLTZ WEALTH MANAGEMENT	$13.4M	203,509	+16,791	add
223	BLAIR WILLIAM & CO/IL	$13.4M	203,438	+4,418	add
224	Pathstone Holdings, LLC	$13.2M	200,521	+1,292	add
225	OPPENHEIMER & CO INC	$13.2M	200,408	−1,884	trim
226	Canal Capital Management, LLC	$13.1M	199,001	+1,436	add
227	BROWN ADVISORY INC	$13.1M	198,436	−1,928	trim
228	NorthRock Partners, LLC	$13.1M	198,271	−6,111	trim
229	Private Advisor Group, LLC	$13.0M	196,587	−15,900	trim
230	Cyndeo Wealth Partners, LLC	$13.0M	196,319	+389	add
231	Philip James Wealth Mangement, LLC	$12.8M	194,580	−11,576	trim
232	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$12.7M	192,205	0	no change
233	Aberdeen Group plc	$12.5M	190,040	−77,851	trim
234	KESTRA PRIVATE WEALTH SERVICES, LLC	$12.5M	189,087	+22,778	add
235	Tidal Investments LLC	$12.4M	188,559	+43,676	add
236	J.W. COLE ADVISORS, INC.	$12.3M	186,528	−7,599	trim
237	FIRST NATIONAL TRUST CO	$12.1M	183,354	+4,753	add
238	Empire Life Investments Inc.	$12.1M	184,366	−1,325	trim
239	NORDEN GROUP LLC	$12.1M	182,750	+26,316	add
240	KEYBANK NATIONAL ASSOCIATION/OH	$12.1M	182,682	+36,643	add
241	OLD NATIONAL BANCORP /IN/	$12.0M	181,872	+1,386	add
242	MAI Capital Management	$11.9M	180,623	+3,689	add
243	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$11.8M	178,223	−1,715	trim
244	U.S. Capital Wealth Advisors, LLC	$11.4M	172,249	−115,985	trim
245	Steward Partners Investment Advisory, LLC	$11.3M	171,918	+22,725	add
246	Abacus FCF Advisors LLC	$11.3M	171,445	+171,445	new
247	Qsemble Capital Management, LP	$11.3M	170,866	+122,740	add
248	CIBC WORLD MARKET INC.	$11.1M	168,067	−399,735	trim
249	Atlantic Union Bankshares Corp	$11.1M	167,746	−36,926	trim
250	Equitable Holdings, Inc.	$11.0M	184,141	+66,330	add
251	Visionary Wealth Advisors	$11.0M	166,684	+2,204	add
252	Johnson Financial Group, Inc.	$10.9M	162,073	+524	add
253	GARDNER RUSSO & QUINN LLC	$10.9M	164,461	−311	trim
254	Apollon Wealth Management, LLC	$10.7M	161,788	+82,690	add
255	Snowden Capital Advisors LLC	$10.6M	157,952	−300	trim
256	Cornerstone Wealth Group, LLC	$10.5M	162,195	+9,065	add
257	Banco Santander, S.A.	$10.4M	157,430	0	no change
258	Regal Investment Advisors LLC	$9.8M	148,761	−2,049	trim
259	GREAT VALLEY ADVISOR GROUP, INC.	$9.7M	147,632	+1,811	add
260	Vinva Investment Management Ltd	$9.7M	144,872	+42,896	add
261	AUXIER ASSET MANAGEMENT LLC	$9.6M	145,533	−1,325	trim
262	Orion Porfolio Solutions, LLC	$9.6M	145,459	−33,898	trim
263	Concurrent Investment Advisors, LLC	$9.6M	145,345	+9,979	add
264	CHOREO, LLC	$9.4M	142,901	+4,958	add
265	HENNESSY ADVISORS INC	$9.4M	142,500	−7,000	trim
266	Windle Wealth, LLC	$9.4M	142,155	+5,187	add
267	Engineers Gate Manager LP	$9.3M	141,032	−41,426	trim
268	ARS Wealth Advisors Group, LLC	$9.2M	139,776	+2,188	add
269	Lifeworks Advisors, LLC	$9.1M	137,796	−2,673	trim
270	1834 INVESTMENT ADVISORS CO	$8.9M	135,454	−685	trim
271	Dai-ichi Life Insurance Company, Ltd	$8.9M	134,668	−9,674	trim
272	Sequoia Financial Advisors, LLC	$8.6M	130,297	+11,446	add
273	Atria Investments, Inc	$8.6M	129,650	+3,460	add
274	Jain Global LLC	$8.5M	129,464	+95,091	add
275	Caprock Group, LLC	$8.5M	126,177	+666	add
276	KWMG, LLC	$8.4M	126,971	+2,518	add
277	Octavia Wealth Advisors, LLC	$8.4M	124,782	+1,595	add
278	Ellsworth Advisors, LLC	$8.3M	125,771	+13,753	add
279	Fisher Asset Management, LLC	$8.3M	125,545	+5,023	add
280	Federation des caisses Desjardins du Quebec	$8.2M	124,942	+19,221	add
281	INTECH INVESTMENT MANAGEMENT LLC	$8.2M	124,849	−15,356	trim
282	Capital Wealth Planning, LLC	$8.2M	124,344	−18,945	trim
283	Quadrature Capital Ltd	$8.2M	123,835	+123,835	new
284	INTACT INVESTMENT MANAGEMENT INC.	$8.2M	123,700	−14,000	trim
285	YOUSIF CAPITAL MANAGEMENT, LLC	$8.1M	123,317	−5,993	trim
286	Mutual Advisors, LLC	$8.1M	123,032	+5,034	add
287	HB Wealth Management, LLC	$8.1M	121,990	+3,532	add
288	Investment Management Corp of Ontario	$7.9M	120,089	+6,400	add
289	Global X Japan Co., Ltd.	$7.9M	119,207	+5,093	add
290	Independent Advisor Alliance	$7.8M	118,678	−5,922	trim
291	LGT Fund Management Co Ltd.	$7.8M	118,495	+59,555	add
292	Inlet Private Wealth, LLC	$7.8M	118,161	−8,700	trim
293	DENALI ADVISORS LLC	$7.7M	117,199	+2,768	add
294	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	$7.5M	113,857	+2,027	add
295	AGF MANAGEMENT LTD	$7.5M	113,762	+12,811	add
296	Venture Visionary Partners LLC	$7.5M	113,455	+10,081	add
297	HUTNER CAPITAL MANAGEMENT INC	$7.5M	113,334	−200	trim
298	HANCOCK WHITNEY CORP	$7.4M	102,799	+102,799	new
299	Kingsview Wealth Management, LLC	$7.3M	111,068	+23,539	add
300	Linden Thomas Advisory Services, LLC	$7.3M	110,384	+3,734	add
301	TD Waterhouse Canada Inc.	$7.3M	110,914	−41,456	trim
302	Curi Capital, LLC	$7.2M	108,637	+749	add
303	Keystone Financial Planning, Inc.	$7.1M	107,203	0	no change
304	CENTRAL TRUST Co	$7.1M	107,117	−815	trim
305	EAGLE GLOBAL ADVISORS LLC	$7.0M	105,786	−955	trim
306	Summit Trail Advisors, LLC	$7.0M	105,670	+9,631	add
307	Avantax Planning Partners, Inc.	$7.0M	105,325	−11,697	trim
308	AlTi Global, Inc.	$6.9M	103,092	−5,131	trim
309	Brookstone Capital Management	$6.9M	104,817	+625	add
310	Norinchukin Bank, The	$6.9M	104,785	+18	add
311	UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	$6.9M	104,671	−88	trim
312	MIZUHO SECURITIES USA LLC	$6.7M	101,483	−20,747	trim
313	Salomon & Ludwin, LLC	$6.7M	101,641	+202	add
314	World Investment Advisors	$6.7M	101,269	−2,893	trim
315	Rafferty Asset Management, LLC	$6.6M	100,471	−40,116	trim
316	LEVEL FOUR ADVISORY SERVICES, LLC	$6.6M	99,297	+741	add
317	XTX Topco Ltd	$6.5M	98,891	+37,976	add
318	Vise Technologies, Inc.	$6.5M	112,883	0	no change
319	BENJAMIN EDWARDS INC	$6.5M	98,551	+27,150	add
320	Mayflower Financial Advisors, LLC	$6.5M	98,330	+2,491	add
321	RBO & CO LLC	$6.5M	98,239	+491	add
322	Sowell Financial Services LLC	$6.5M	98,059	−1,946	trim
323	BBR PARTNERS, LLC	$6.5M	97,814	−9,951	trim
324	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$6.4M	97,160	+97,160	new
325	TWO SIGMA INVESTMENTS, LP	$6.4M	96,343	+16,000	add
326	HARTFORD INVESTMENT MANAGEMENT CO	$6.3M	95,954	−1,144	trim
327	Baugh & Associates, LLC	$6.3M	95,922	−723	trim
328	BCWM, LLC	$6.3M	95,530	+9,594	add
329	Waverly Advisors, LLC	$6.3M	95,137	+16,877	add
330	Assenagon Asset Management S.A.	$6.3M	95,131	−379,223	trim
331	DIVERSIFY WEALTH MANAGEMENT, LLC	$6.2M	91,168	+85,198	add
332	Hennion & Walsh Asset Management, Inc.	$6.1M	93,134	+1,230	add
333	Ascent Group, LLC	$6.1M	92,922	+1,760	add
334	EP Wealth Advisors, LLC	$6.1M	92,651	−3,293	trim
335	AUA CAPITAL MANAGEMENT, LLC	$6.1M	92,369	0	no change
336	MEYER HANDELMAN CO	$6.0M	90,463	0	no change
337	BALYASNY ASSET MANAGEMENT L.P.	$5.9M	90,143	+51,507	add
338	Seneca House Advisors	$5.9M	89,835	−19,278	trim
339	Slagle Financial, LLC	$5.9M	89,729	+4,254	add
340	Newport Trust Company, LLC	$5.9M	88,660	−14,482	trim
341	Prospera Financial Services Inc	$5.8M	88,105	−6,487	trim
342	Grantham, Mayo, Van Otterloo & Co. LLC	$5.8M	87,846	−64,872	trim
343	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$5.8M	87,676	+24,406	add
344	Tyche Wealth Partners LLC	$5.7M	86,561	+3,358	add
345	PARK CIRCLE Co	$5.7M	86,050	0	no change
346	Symphony Financial, Ltd. Co.	$5.7M	85,255	−294	trim
347	Financial Advisors Network, Inc.	$5.6M	85,507	—	no prior
348	Perigon Wealth Management, LLC	$5.6M	85,350	+25,894	add
349	AMERICAN CENTURY COMPANIES INC	$5.6M	84,965	+54,340	add
350	Maryland State Retirement & Pension System	$5.6M	84,371	0	no change
351	EFG International AG	$5.6M	84,129	+9,045	add
352	Vestmark Advisory Solutions, Inc.	$5.5M	83,972	+4,548	add
353	ALTA CAPITAL MANAGEMENT LLC/	$5.5M	83,531	−14	trim
354	CFM WEALTH PARTNERS LLC	$5.5M	83,022	0	no change
355	SVB WEALTH LLC	$5.5M	82,842	+16,490	add
356	Glenview Trust Co	$5.4M	81,909	+5,003	add
357	Heritage Wealth Advisors	$5.4M	81,695	−5,961	trim
358	Cedar Wealth Management, LLC	$5.4M	81,649	−3,137	trim
359	Investmark Advisory Group LLC	$5.3M	80,548	+293	add
360	STRATEGY ASSET MANAGERS LLC	$5.3M	80,526	−12,615	trim
361	PRINCIPAL SECURITIES, INC.	$5.3M	80,072	+6,122	add
362	PROMETHIUM ADVISORS,LLC	$5.3M	78,755	+1,100	add
363	Stratos Wealth Partners, LTD.	$5.3M	79,687	−11,054	trim
364	Freestone Capital Holdings, LLC	$5.3M	79,589	+7,469	add
365	JOHNSON INVESTMENT COUNSEL INC	$5.2M	79,340	−3,451	trim
366	Archford Capital Strategies, LLC	$5.2M	79,239	−37,402	trim
367	HUB Investment Partners, LLC	$5.2M	78,687	+14,520	add
368	IHT Wealth Management, LLC	$5.2M	78,227	+10,607	add
369	EDMP, INC.	$5.1M	77,322	−1,264	trim
370	Howard Capital Management, LLC	$5.1M	76,563	−6,215	trim
371	SAGESPRING WEALTH PARTNERS, LLC	$5.1M	76,548	+3,451	add
372	TrueMark Investments, LLC	$5.0M	76,018	−1,639	trim
373	Janus Henderson Group Ltd.	$5.0M	76,002	−88,703	trim
374	LOWE BROCKENBROUGH & CO INC	$5.0M	75,905	−820	trim
375	OPAL CAPITAL LLC	$5.0M	75,770	+510	add
376	CAPITAL MANAGEMENT CORP /VA	$5.0M	75,488	−27,192	trim
377	FIRST MANHATTAN CO. LLC.	$5.0M	74,269	−7,185	trim
378	Cypress Capital Group	$5.0M	75,064	+2,247	add
379	Kinloch Capital, LLC	$5.0M	75,022	+10,126	add
380	Bleakley Financial Group, LLC	$4.9M	74,722	+2,209	add
381	3Chopt Investment Partners, LLC	$4.9M	73,310	−237	trim
382	Meiji Yasuda Asset Management Co Ltd.	$4.9M	74,392	+32,144	add
383	Verdence Capital Advisors LLC	$4.8M	72,907	−1,404	trim
384	Calamos Advisors LLC	$4.8M	72,822	+14,072	add
385	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$4.8M	72,677	−85	trim
386	Bellecapital International Ltd.	$4.8M	72,671	+3,632	add
387	Founders Financial Alliance, LLC	$4.8M	72,451	+1,257	add
388	Convergence Investment Partners, LLC	$4.8M	72,375	+2,922	add
389	Wealthspire Advisors, LLC	$4.8M	72,295	−5,781	trim
390	HIGHLAND CAPITAL MANAGEMENT, LLC	$4.8M	72,130	−67	trim
391	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$4.8M	72,093	+34,747	add
392	Krilogy Financial LLC	$4.7M	72,948	+1,788	add
393	Savant Capital, LLC	$4.7M	71,755	+5,304	add
394	Summit Financial, LLC	$4.7M	70,117	+7,374	add
395	Prosperitas Financial LLC	$4.6M	70,377	+3,653	add
396	Thrive Capital Management, LLC	$4.6M	69,472	−6,295	trim
397	Sound View Wealth Advisors Group, LLC	$4.6M	69,064	+242	add
398	Sigma Planning Corp	$4.6M	68,988	+9,925	add
399	MUFG Securities EMEA plc	$4.5M	68,818	0	no change
400	SANDERS MORRIS HARRIS LLC	$4.5M	68,798	+68,798	new
401	Csenge Advisory Group	$4.5M	68,762	−9,672	trim
402	Graham Capital Management, L.P.	$4.5M	68,629	−78,168	trim
403	Tower Research Capital LLC (TRC)	$4.5M	68,036	+6,811	add
404	PFG Investments, LLC	$4.5M	67,989	−9,109	trim
405	Citizens National Bank Trust Department	$4.5M	67,876	+1,015	add
406	Capital Square, LLC	$4.5M	66,954	+1,739	add
407	EVOLVE PRIVATE WEALTH, LLC	$4.5M	67,807	−222	trim
408	Frank, Rimerman Advisors LLC	$4.4M	66,784	+5,937	add
409	Weiss Asset Management LP	$4.3M	65,373	+65,373	new
410	AlphaStar Capital Management, LLC	$4.3M	65,017	+12,136	add
411	VERUS CAPITAL PARTNERS, LLC	$4.2M	64,187	−7,295	trim
412	MGO ONE SEVEN LLC	$4.2M	64,152	+3,237	add
413	Texas Yale Capital Corp.	$4.2M	63,548	+2,000	add
414	NewEdge Wealth, LLC	$4.2M	63,320	−6,354	trim
415	WBI INVESTMENTS, LLC	$4.2M	63,139	+12,442	add
416	CFC Planning Co LLC	$4.2M	63,081	+5,483	add
417	Dynamic Advisor Solutions LLC	$4.2M	63,032	+10,238	add
418	Strategic Investment Advisors / MI	$4.1M	62,747	+7,698	add
419	Wilmington Savings Fund Society, FSB	$4.1M	62,482	−1,403	trim
420	KPP Advisory Services LLC	$4.1M	62,200	−2,548	trim
421	Ridgepath Capital Management LLC	$4.1M	62,076	+220	add
422	GLOBALT Investments LLC / GA	$4.1M	61,979	−1,721	trim
423	AVIVA PLC	$4.1M	61,644	−1,204	trim
424	Empirical Finance, LLC	$4.0M	60,977	−87	trim
425	Synergy Asset Management, LLC	$4.0M	60,773	+49,311	add
426	Cornerstone Wealth Management, LLC	$4.0M	60,753	+2,920	add
427	Range Financial Group LLC	$4.0M	60,176	+2,080	add
428	Fideuram Asset Management (Ireland) dac	$4.0M	64,034	+40,097	add
429	Ashton Thomas Private Wealth, LLC	$4.0M	60,078	−895	trim
430	Connor, Clark & Lunn Investment Management Ltd.	$3.9M	59,754	−427,567	trim
431	Haverford Trust Co	$3.9M	59,297	+235	add
432	Stokes Family Office, LLC	$3.9M	59,260	−1,406	trim
433	NFSG Corp	$3.9M	58,828	+32,257	add
434	Independent Solutions Wealth Management, LLC	$3.9M	58,817	+464	add
435	HOURGLASS CAPITAL, LLC	$3.9M	58,483	+48,583	add
436	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.8M	57,468	+1,408	add
437	REGIONS FINANCIAL CORP	$3.8M	57,178	−1,936	trim
438	LAKE STREET PRIVATE WEALTH, LLC	$3.8M	57,015	+5,633	add
439	PICTON MAHONEY ASSET MANAGEMENT	$3.7M	56,291	+36,240	add
440	Wealthcare Advisory Partners LLC	$3.7M	56,082	+12,059	add
441	Accurate Wealth Management, LLC	$3.7M	54,831	−1,094	trim
442	Pekin Hardy Strauss, Inc.	$3.7M	55,965	+1,613	add
443	MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	$3.7M	55,619	−8	trim
444	Mesirow Financial Investment Management, Inc.	$3.7M	55,496	+3,237	add
445	Dana Investment Advisors, Inc.	$3.7M	55,457	−837	trim
446	Edgestream Partners, L.P.	$3.6M	55,135	−82,807	trim
447	Annex Advisory Services, LLC	$3.6M	54,608	+34	add
448	Robertson Stephens Wealth Management, LLC	$3.6M	53,612	+445	add
449	LVW Advisors, LLC	$3.6M	54,464	−7,246	trim
450	SCOTIA CAPITAL INC.	$3.6M	53,960	−34,999	trim
451	Generali Asset Management SPA SGR	$3.6M	53,947	−9,660	trim
452	PRIVATE MANAGEMENT GROUP INC	$3.6M	53,912	−967	trim
453	Verus Financial Partners, Inc.	$3.6M	54,749	−93	trim
454	Moors & Cabot, Inc.	$3.5M	53,722	+327	add
455	Patriot Financial Group Insurance Agency, LLC	$3.5M	53,330	+24,699	add
456	Carnegie Investment Counsel	$3.5M	52,971	−539	trim
457	MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV	$3.5M	52,603	+5,447	add
458	MAVERICK CAPITAL LTD	$3.5M	52,322	+36,899	add
459	MONECO ADVISORS, LLC	$3.4M	51,960	−65	trim
460	Kathmere Capital Management, LLC	$3.4M	51,937	+1,002	add
461	Leelyn Smith, LLC	$3.4M	51,814	+1,819	add
462	BRIDGES INVESTMENT MANAGEMENT INC	$3.4M	51,400	−4,338	trim
463	MEITAV INVESTMENT HOUSE LTD	$3.4M	51,343	−11,124	trim
464	INDEPENDENT FINANCIAL GROUP, LLC	$3.4M	51,266	—	no prior
465	Meeder Advisory Services, Inc.	$3.4M	51,241	+3,319	add
466	Cohen Klingenstein LLC	$3.4M	51,203	0	no change
467	Capital Investment Advisory Services, LLC	$3.4M	50,891	+2,278	add
468	Brooklyn Investment Group	$3.3M	50,650	+17,797	add
469	New Age Alpha Advisors, LLC	$3.3M	50,589	−5,459	trim
470	Plan Group Financial, LLC	$3.3M	50,523	+5,850	add
471	Gerald Baker Financial Group LLC	$3.2M	49,152	—	no prior
472	North Dakota State Investment Board	$3.2M	48,868	−8,992	trim
473	OneDigital Investment Advisors LLC	$3.2M	48,656	+69	add
474	CLARK ESTATES INC/NY	$3.2M	48,613	0	no change
475	PINNACLE ASSOCIATES LTD	$3.2M	48,604	+1,958	add
476	HM PAYSON & CO	$3.2M	48,447	+2,153	add
477	Ameritas Advisory Services, LLC	$3.2M	48,397	−7,921	trim
478	Laird Norton Wetherby Trust Company, LLC	$3.2M	47,528	−21	trim
479	TCV Trust & Wealth Management, Inc.	$3.2M	48,135	−3,510	trim
480	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.2M	47,991	+277	add
481	Larson Financial Group LLC	$3.1M	47,723	+6,285	add
482	COLDSTREAM CAPITAL MANAGEMENT INC	$3.1M	47,288	+809	add
483	Confluence Wealth Services, Inc.	$3.1M	47,143	−541	trim
484	Exit Wealth Advisors, LLC.	$3.1M	47,126	+2,435	add
485	SAPIENT CAPITAL LLC	$3.1M	46,145	−7,506	trim
486	MUFG SECURITIES AMERICAS INC.	$3.1M	46,450	+1,226	add
487	ASSOCIATED BANC-CORP	$3.0M	46,095	+3,420	add
488	Ethic Inc.	$3.0M	46,015	+5,264	add
489	Geneos Wealth Management Inc.	$3.0M	45,985	+2,971	add
490	BALDWIN WEALTH PARTNERS LLC/MA	$3.0M	45,590	−1,923	trim
491	SECURIAN ASSET MANAGEMENT, INC	$3.0M	45,539	−107	trim
492	HBW ADVISORY SERVICES LLC	$3.0M	45,506	−1,640	trim
493	Fortune Financial Advisors, LLC	$3.0M	45,408	+1,532	add
494	NBT BANK, N.A.	$3.0M	44,815	+1,039	add
495	ELEVATION POINT WEALTH PARTNERS, LLC	$2.9M	43,819	+16,996	add
496	Pine Valley Investments Ltd Liability Co	$2.9M	44,062	+1,061	add
497	Radnor Capital Management, LLC	$2.9M	44,196	0	no change
498	MONETA GROUP INVESTMENT ADVISORS LLC	$2.9M	43,901	+7,605	add
499	Ausdal Financial Partners, Inc.	$2.9M	43,572	−992	trim
500	PARTHENON LLC	$2.9M	43,227	−6,561	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $49.3M held
Trimming: 2 Bridgewater Associates, Tudor Investment Corp $134M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ALTRIA GROUP INC

Merged timeline of congressional filings and notable-manager moves on MO
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+134,848 sh
2026-05-15	Bridgewater Associates 13F	trim	−1,571,240 sh
2026-05-15	Tudor Investment Corp 13F	trim	−63,975 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

34 members of Congress disclosed MO — the congressional view ↗