Public record / Tickers / MO

MO — ALTRIA GROUP, INC.

Both disclosure regimes on one name: who in Congress filed about MO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
108
all PTR rows naming MO
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 06:30 UTCno price data — a disclosure record, not a chart

Virginia Foxx · $100K–$250K

Sale · traded 2022-06-29 → filed 2022-07-05. Ranked over every MO row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

18 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-10-05Sheri Biggs R–SC-3Sale · SP (spouse-owned)Traded 03-19 LATE·200d$1K–$15K
2024-09-12Pete Sessions R–TX-17Sale · SP (spouse-owned)Traded 09-10 +2d$1K–$15K
2024-02-05Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 01-16 +20d$1K–$15K
2024-02-05Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 01-11 +25d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 108 ↗

Members active in MO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MO in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2

1 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+134,848 sh
2026-05-15Bridgewater Associates 13Ftrim−1,571,240 sh
2026-05-15Tudor Investment Corp 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$8.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$7.2B1
3STATE STREET CORP$4.8B1
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.6B1
5GEODE CAPITAL MANAGEMENT, LLC$3.1B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$2.3B1
7Capital Research Global Investors$1.7B1
8MORGAN STANLEY$1.6B1
9GQG Partners LLC$1.6B1
10AMERIPRISE FINANCIAL INC$1.4B1
11Capital World Investors$1.2B1
12NORTHERN TRUST CORP$1.1B1
13BANK OF AMERICA CORP /DE/$996M1
14Bank of New York Mellon Corp$853M1
15Invesco Ltd.$774M1
16Legal & General Group Plc$648M1
17VANGUARD FIDUCIARY TRUST CO$623M1
18ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$607M1
19ROYAL BANK OF CANADA$528M1
20Nuveen, LLC$514M1
21UBS Group AG$499M1
22FIRST TRUST ADVISORS LP$443M1
23BARCLAYS PLC$415M1
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$398M1
25FMR LLC$389M1
26RAYMOND JAMES FINANCIAL INC$369M1
27AQR CAPITAL MANAGEMENT LLC$352M1
28WELLS FARGO & COMPANY/MN$351M1
29Allianz Asset Management GmbH$328M1
30Swiss National Bank$325M1
31National Pension Service$321M1
32LPL Financial LLC$304M1
33DIMENSIONAL FUND ADVISORS LP$276M1
34Swiss Life Asset Management Ltd$270M1
35DEUTSCHE BANK AG\$264M1
36FRANKLIN RESOURCES INC$251M1
37Mitsubishi UFJ Asset Management Co., Ltd.$250M1
38Vanguard Global Advisers, LLC$249M1
39HSBC HOLDINGS PLC$249M1
40ENVESTNET ASSET MANAGEMENT INC$239M1
41LONDON CO OF VIRGINIA$237M1
42VICTORY CAPITAL MANAGEMENT INC$224M1
43Sumitomo Mitsui Trust Group, Inc.$220M1
44HighTower Advisors, LLC$204M1
45VANGUARD ASSET MANAGEMENT, Ltd$202M1
46TRUIST FINANCIAL CORP$182M1
47ASSETMARK, INC$177M1
48CITADEL ADVISORS LLC$171M1
49CITIGROUP INC$165M1
50FEDERATED HERMES, INC.$161M1
51Cullen Capital Management, LLC$157M1
52BANK OF MONTREAL /CAN/$154M1
53Qube Research & Technologies Ltd$154M1
54Alyeska Investment Group, L.P.$150M1
55O'SHAUGHNESSY ASSET MANAGEMENT, LLC$146M1
56MILLENNIUM MANAGEMENT LLC$145M1
57PANAGORA ASSET MANAGEMENT INC$137M1
58NEW YORK STATE COMMON RETIREMENT FUND$134M1
59PRINCIPAL FINANCIAL GROUP INC$129M1
60D. E. Shaw & Co., Inc.$128M1
61Bridgewater Associates, LP$113M1
62SEI INVESTMENTS CO$112M1
63STIFEL FINANCIAL CORP$111M1
64RENAISSANCE TECHNOLOGIES LLC$111M1
65Korea Investment CORP$108M1
66Cetera Investment Advisers$105M1
67ALLIANCEBERNSTEIN L.P.$104M1
68Mirae Asset Global Investments Co., Ltd.$103M1
69MASSACHUSETTS FINANCIAL SERVICES CO /MA/$99.6M1
70ADAGE CAPITAL PARTNERS GP, L.L.C.$99.2M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$98.0M1
72COMMONWEALTH EQUITY SERVICES, LLC$87.1M1
73Railway Pension Investments Ltd$85.3M1
74Contrarius Group Holdings Ltd$84.2M1
75OSAIC HOLDINGS, INC.$77.2M1
76Amundi$75.2M1
77Ilex Capital Partners (UK) LLP$75.1M1
78LAZARD ASSET MANAGEMENT LLC$71.8M1
79Freestone Grove Partners LP$70.6M1
80MANUFACTURERS LIFE INSURANCE COMPANY, THE$70.2M1
81MACQUARIE GROUP LTD$70.0M1
82SUSQUEHANNA INTERNATIONAL GROUP, LLP$69.1M1
83Mariner, LLC$64.0M1
84Quantinno Capital Management LP$62.8M1
85NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$62.1M1
86STATE OF WISCONSIN INVESTMENT BOARD$59.3M1
87ZACKS INVESTMENT MANAGEMENT$59.3M1
88TD ASSET MANAGEMENT INC$59.1M1
89VOYA INVESTMENT MANAGEMENT LLC$58.4M1
90PRUDENTIAL FINANCIAL INC$57.9M1
91Zurcher Kantonalbank (Zurich Cantonalbank)$57.1M1
92Asset Management One Co., Ltd.$56.6M1
93JANE STREET GROUP, LLC$56.5M1
94EXCHANGE TRADED CONCEPTS, LLC$56.4M1
95Chevy Chase Trust Holdings, LLC$56.3M1
96MERCER GLOBAL ADVISORS INC /ADV$55.7M1
97Creative Planning$54.9M1
98TEACHER RETIREMENT SYSTEM OF TEXAS$54.6M1
99TODD ASSET MANAGEMENT LLC$53.2M1
100CIBC Asset Management Inc$52.9M1
101NATIONAL BANK OF CANADA /FI/$52.5M1
102Eurizon Capital SGR S.p.A.$51.4M1
103Pictet Asset Management Holding SA$50.8M1
104ROYAL LONDON ASSET MANAGEMENT LTD$49.7M1
105Man Group plc$49.5M1
106Gotham Asset Management, LLC$49.3M1
107Universal- Beteiligungs- und Servicegesellschaft mbH$48.8M1
108Vanguard Investments Australia, Ltd.$48.7M1
109Focus Partners Wealth$48.3M1
110Mitsubishi UFJ Trust & Banking Corp$48.2M1
111Robeco Institutional Asset Management B.V.$48.1M1
112PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$47.1M1
113WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$44.8M1
114NOMURA ASSET MANAGEMENT CO LTD$44.4M1
115Capital Investment Advisors, LLC$44.4M1
116Illinois Municipal Retirement Fund$43.7M1
117FIFTH THIRD BANCORP$43.2M1
118CREDIT AGRICOLE S A$43.1M1
119WELLINGTON MANAGEMENT GROUP LLP$41.2M1
120COMMERCE BANK$40.7M1
121FUKOKU MUTUAL LIFE INSURANCE CO$40.4M1
122MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$40.1M1
123NISA INVESTMENT ADVISORS, LLC$40.1M1
124Daiwa Securities Group Inc.$39.5M1
125CIBC Bancorp USA Inc.$38.4M1
126State of New Jersey Common Pension Fund D$37.9M1
127Kestra Advisory Services, LLC$37.9M1
128US BANCORP \DE\$37.9M1
129Sanctuary Advisors, LLC$37.4M1
130Corient Private Wealth LLC$36.8M1
131WORLDQUANT MILLENNIUM ADVISORS LLC$35.8M1
132Advisors Capital Management, LLC$35.3M1
133OPPENHEIMER ASSET MANAGEMENT INC.$35.1M1
134Squarepoint Ops LLC$34.7M1
135Resona Asset Management Co.,Ltd.$34.4M1
136Empowered Funds, LLC$33.8M1
137Rockefeller Capital Management L.P.$33.6M1
138CWM, LLC$33.4M1
139TORONTO DOMINION BANK$33.2M1
140SCHRODER INVESTMENT MANAGEMENT GROUP$32.5M1
141MARTINGALE ASSET MANAGEMENT L P$31.9M1
142Cerity Partners LLC$31.8M1
143M&T BANK CORP$31.6M1
144ALPS ADVISORS INC$31.6M1
145QRG CAPITAL MANAGEMENT, INC.$31.5M1
146Vontobel Holding Ltd.$31.3M1
147AE Wealth Management LLC$31.1M1
148Crossmark Global Holdings, Inc.$30.8M1
149MML INVESTORS SERVICES, LLC$30.7M1
150Mediolanum International Funds Ltd$30.5M1
151Arizona State Retirement System$30.4M1
152Czech National Bank$30.2M1
153WEDGE CAPITAL MANAGEMENT L L P/NC$30.0M1
154STATE OF MICHIGAN RETIREMENT SYSTEM$28.9M1
155FIRST CITIZENS BANK & TRUST CO$27.7M1
156Distillate Capital Partners LLC$27.2M1
157CONNING INC.$27.0M1
158FOUNDATIONS INVESTMENT ADVISORS, LLC$26.9M1
159Envestnet Portfolio Solutions, Inc.$26.3M1
160MetLife Investment Management, LLC$25.9M1
161Baird Financial Group, Inc.$25.9M1
162COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$25.8M1
163Beacon Pointe Advisors, LLC$25.1M1
164Allspring Global Investments Holdings, LLC$24.9M1
165BANK OF NOVA SCOTIA$24.5M1
166D.A. DAVIDSON & CO.$24.1M1
167Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$23.7M1
168TCTC Holdings, LLC$23.6M1
169Retirement Systems of Alabama$23.5M1
170Pinnacle Financial Partners, Inc.$22.8M1
171Sterling Capital Management LLC$22.7M1
172NATIXIS$22.5M1
173Merit Financial Group, LLC$22.1M1
174NewEdge Advisors, LLC$21.8M1
175TUDOR INVESTMENT CORP ET AL$21.8M1
176Lido Advisors, LLC$21.7M1
177Woodline Partners LP$21.7M1
178Verity & Verity, LLC$21.4M1
179XPONANCE LLC$21.3M1
180Capital International, Inc./CA/$20.7M1
181Wealthfront Advisers LLC$20.5M1
182GW HENSSLER & ASSOCIATES LTD$20.3M1
183LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$20.0M1
184Richard C. Young & CO., LTD.$19.7M1
185&PARTNERS$19.6M1
186Aptus Capital Advisors, LLC$19.5M1
187PRIMECAP MANAGEMENT CO/CA/$19.2M1
188NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18.1M1
189Utah Retirement Systems$18.1M1
190ProShare Advisors LLC$18.1M1
191PUBLIC SECTOR PENSION INVESTMENT BOARD$17.8M1
192Night Squared LP$17.7M1
193STEPHENS INC /AR/$17.7M1
194Callodine Capital Management, LP$17.5M1
195SBI Securities Co., Ltd.$17.4M1
196Sumitomo Mitsui DS Asset Management Company, Ltd$17.4M1
197LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$17.3M1
198Cresset Asset Management, LLC$17.3M1
199MACKENZIE FINANCIAL CORP$17.0M1
200IFM Investors Pty Ltd$16.9M1
201Rakuten Investment Management, Inc.$16.7M1
202Advisors Asset Management, Inc.$16.7M1
203NEOS Investment Management LLC$16.6M1
204Vanguard Personalized Indexing Management, LLC$16.0M1
205Adams Asset Advisors, LLC$15.6M1
206GREAT LAKES ADVISORS, LLC$15.4M1
207BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$15.3M1
208Gradient Investments LLC$15.3M1
209NEW YORK LIFE INVESTMENT MANAGEMENT LLC$15.1M1
210Clearstead Advisors, LLC$15.1M1
211TECTONIC ADVISORS LLC$14.8M1
212DAVENPORT & Co LLC$14.8M1
213Vident Advisory, LLC$14.7M1
214Artemis Investment Management LLP$14.5M1
215GLENMEDE TRUST CO NA$14.5M1
216GUGGENHEIM CAPITAL LLC$14.4M1
217CWA Asset Management Group, LLC$14.3M1
218NISSAY ASSET MANAGEMENT CORP /JAPAN$14.2M1
219Holocene Advisors, LP$14.1M1
220Systematic Alpha Investments, LLC$14.0M1
221Allworth Financial LP$13.7M1
222RITHOLTZ WEALTH MANAGEMENT$13.4M1
223BLAIR WILLIAM & CO/IL$13.4M1
224Pathstone Holdings, LLC$13.2M1
225OPPENHEIMER & CO INC$13.2M1
226Canal Capital Management, LLC$13.1M1
227BROWN ADVISORY INC$13.1M1
228NorthRock Partners, LLC$13.1M1
229Private Advisor Group, LLC$13.0M1
230Cyndeo Wealth Partners, LLC$13.0M1
231Philip James Wealth Mangement, LLC$12.8M1
232OREGON PUBLIC EMPLOYEES RETIREMENT FUND$12.7M1
233Aberdeen Group plc$12.5M1
234KESTRA PRIVATE WEALTH SERVICES, LLC$12.5M1
235Tidal Investments LLC$12.4M1
236J.W. COLE ADVISORS, INC.$12.3M1
237FIRST NATIONAL TRUST CO$12.1M1
238Empire Life Investments Inc.$12.1M1
239NORDEN GROUP LLC$12.1M1
240KEYBANK NATIONAL ASSOCIATION/OH$12.1M1
241OLD NATIONAL BANCORP /IN/$12.0M1
242MAI Capital Management$11.9M1
243MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$11.8M1
244U.S. Capital Wealth Advisors, LLC$11.4M1
245Steward Partners Investment Advisory, LLC$11.3M1
246Abacus FCF Advisors LLC$11.3M1
247Qsemble Capital Management, LP$11.3M1
248CIBC WORLD MARKET INC.$11.1M1
249Atlantic Union Bankshares Corp$11.1M1
250Equitable Holdings, Inc.$11.0M1
251Visionary Wealth Advisors$11.0M1
252Johnson Financial Group, Inc.$10.9M1
253GARDNER RUSSO & QUINN LLC$10.9M1
254Apollon Wealth Management, LLC$10.7M1
255Snowden Capital Advisors LLC$10.6M1
256Cornerstone Wealth Group, LLC$10.5M1
257Banco Santander, S.A.$10.4M1
258Regal Investment Advisors LLC$9.8M1
259GREAT VALLEY ADVISOR GROUP, INC.$9.7M1
260Vinva Investment Management Ltd$9.7M1
261AUXIER ASSET MANAGEMENT LLC$9.6M1
262Orion Porfolio Solutions, LLC$9.6M1
263Concurrent Investment Advisors, LLC$9.6M1
264CHOREO, LLC$9.4M1
265HENNESSY ADVISORS INC$9.4M1
266Windle Wealth, LLC$9.4M1
267Engineers Gate Manager LP$9.3M1
268ARS Wealth Advisors Group, LLC$9.2M1
269Lifeworks Advisors, LLC$9.1M1
2701834 INVESTMENT ADVISORS CO$8.9M1
271Dai-ichi Life Insurance Company, Ltd$8.9M1
272Sequoia Financial Advisors, LLC$8.6M1
273Atria Investments, Inc$8.6M1
274Jain Global LLC$8.5M1
275Caprock Group, LLC$8.5M1
276KWMG, LLC$8.4M1
277Octavia Wealth Advisors, LLC$8.4M1
278Ellsworth Advisors, LLC$8.3M1
279Fisher Asset Management, LLC$8.3M1
280Federation des caisses Desjardins du Quebec$8.2M1
281INTECH INVESTMENT MANAGEMENT LLC$8.2M1
282Capital Wealth Planning, LLC$8.2M1
283Quadrature Capital Ltd$8.2M1
284INTACT INVESTMENT MANAGEMENT INC.$8.2M1
285YOUSIF CAPITAL MANAGEMENT, LLC$8.1M1
286Mutual Advisors, LLC$8.1M1
287HB Wealth Management, LLC$8.1M1
288Investment Management Corp of Ontario$7.9M1
289Global X Japan Co., Ltd.$7.9M1
290Independent Advisor Alliance$7.8M1
291LGT Fund Management Co Ltd.$7.8M1
292Inlet Private Wealth, LLC$7.8M1
293DENALI ADVISORS LLC$7.7M1
294WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$7.5M1
295AGF MANAGEMENT LTD$7.5M1
296Venture Visionary Partners LLC$7.5M1
297HUTNER CAPITAL MANAGEMENT INC$7.5M1
298HANCOCK WHITNEY CORP$7.4M1
299Kingsview Wealth Management, LLC$7.3M1
300Linden Thomas Advisory Services, LLC$7.3M1
301TD Waterhouse Canada Inc.$7.3M1
302Curi Capital, LLC$7.2M1
303Keystone Financial Planning, Inc.$7.1M1
304CENTRAL TRUST Co$7.1M1
305EAGLE GLOBAL ADVISORS LLC$7.0M1
306Summit Trail Advisors, LLC$7.0M1
307Avantax Planning Partners, Inc.$7.0M1
308AlTi Global, Inc.$6.9M1
309Brookstone Capital Management$6.9M1
310Norinchukin Bank, The$6.9M1
311UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$6.9M1
312MIZUHO SECURITIES USA LLC$6.7M1
313Salomon & Ludwin, LLC$6.7M1
314World Investment Advisors$6.7M1
315Rafferty Asset Management, LLC$6.6M1
316LEVEL FOUR ADVISORY SERVICES, LLC$6.6M1
317XTX Topco Ltd$6.5M1
318Vise Technologies, Inc.$6.5M1
319BENJAMIN EDWARDS INC$6.5M1
320Mayflower Financial Advisors, LLC$6.5M1
321RBO & CO LLC$6.5M1
322Sowell Financial Services LLC$6.5M1
323BBR PARTNERS, LLC$6.5M1
324UNITED CAPITAL FINANCIAL ADVISORS, LLC$6.4M1
325TWO SIGMA INVESTMENTS, LP$6.4M1
326HARTFORD INVESTMENT MANAGEMENT CO$6.3M1
327Baugh & Associates, LLC$6.3M1
328BCWM, LLC$6.3M1
329Waverly Advisors, LLC$6.3M1
330Assenagon Asset Management S.A.$6.3M1
331DIVERSIFY WEALTH MANAGEMENT, LLC$6.2M1
332Hennion & Walsh Asset Management, Inc.$6.1M1
333Ascent Group, LLC$6.1M1
334EP Wealth Advisors, LLC$6.1M1
335AUA CAPITAL MANAGEMENT, LLC$6.1M1
336MEYER HANDELMAN CO$6.0M1
337BALYASNY ASSET MANAGEMENT L.P.$5.9M1
338Seneca House Advisors$5.9M1
339Slagle Financial, LLC$5.9M1
340Newport Trust Company, LLC$5.9M1
341Prospera Financial Services Inc$5.8M1
342Grantham, Mayo, Van Otterloo & Co. LLC$5.8M1
343FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$5.8M1
344Tyche Wealth Partners LLC$5.7M1
345PARK CIRCLE Co$5.7M1
346Symphony Financial, Ltd. Co.$5.7M1
347Financial Advisors Network, Inc.$5.6M1
348Perigon Wealth Management, LLC$5.6M1
349AMERICAN CENTURY COMPANIES INC$5.6M1
350Maryland State Retirement & Pension System$5.6M1
351EFG International AG$5.6M1
352Vestmark Advisory Solutions, Inc.$5.5M1
353ALTA CAPITAL MANAGEMENT LLC/$5.5M1
354CFM WEALTH PARTNERS LLC$5.5M1
355SVB WEALTH LLC$5.5M1
356Glenview Trust Co$5.4M1
357Heritage Wealth Advisors$5.4M1
358Cedar Wealth Management, LLC$5.4M1
359Investmark Advisory Group LLC$5.3M1
360STRATEGY ASSET MANAGERS LLC$5.3M1
361PRINCIPAL SECURITIES, INC.$5.3M1
362PROMETHIUM ADVISORS,LLC$5.3M1
363Stratos Wealth Partners, LTD.$5.3M1
364Freestone Capital Holdings, LLC$5.3M1
365JOHNSON INVESTMENT COUNSEL INC$5.2M1
366Archford Capital Strategies, LLC$5.2M1
367HUB Investment Partners, LLC$5.2M1
368IHT Wealth Management, LLC$5.2M1
369EDMP, INC.$5.1M1
370Howard Capital Management, LLC$5.1M1
371SAGESPRING WEALTH PARTNERS, LLC$5.1M1
372TrueMark Investments, LLC$5.0M1
373Janus Henderson Group Ltd.$5.0M1
374LOWE BROCKENBROUGH & CO INC$5.0M1
375OPAL CAPITAL LLC$5.0M1
376CAPITAL MANAGEMENT CORP /VA$5.0M1
377FIRST MANHATTAN CO. LLC.$5.0M1
378Cypress Capital Group$5.0M1
379Kinloch Capital, LLC$5.0M1
380Bleakley Financial Group, LLC$4.9M1
3813Chopt Investment Partners, LLC$4.9M1
382Meiji Yasuda Asset Management Co Ltd.$4.9M1
383Verdence Capital Advisors LLC$4.8M1
384Calamos Advisors LLC$4.8M1
385CLIFFORD SWAN INVESTMENT COUNSEL LLC$4.8M1
386Bellecapital International Ltd.$4.8M1
387Founders Financial Alliance, LLC$4.8M1
388Convergence Investment Partners, LLC$4.8M1
389Wealthspire Advisors, LLC$4.8M1
390HIGHLAND CAPITAL MANAGEMENT, LLC$4.8M1
391DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$4.8M1
392Krilogy Financial LLC$4.7M1
393Savant Capital, LLC$4.7M1
394Summit Financial, LLC$4.7M1
395Prosperitas Financial LLC$4.6M1
396Thrive Capital Management, LLC$4.6M1
397Sound View Wealth Advisors Group, LLC$4.6M1
398Sigma Planning Corp$4.6M1
399MUFG Securities EMEA plc$4.5M1
400SANDERS MORRIS HARRIS LLC$4.5M1
401Csenge Advisory Group$4.5M1
402Graham Capital Management, L.P.$4.5M1
403Tower Research Capital LLC (TRC)$4.5M1
404PFG Investments, LLC$4.5M1
405Citizens National Bank Trust Department$4.5M1
406Capital Square, LLC$4.5M1
407EVOLVE PRIVATE WEALTH, LLC$4.5M1
408Frank, Rimerman Advisors LLC$4.4M1
409Weiss Asset Management LP$4.3M1
410AlphaStar Capital Management, LLC$4.3M1
411VERUS CAPITAL PARTNERS, LLC$4.2M1
412MGO ONE SEVEN LLC$4.2M1
413Texas Yale Capital Corp.$4.2M1
414NewEdge Wealth, LLC$4.2M1
415WBI INVESTMENTS, LLC$4.2M1
416CFC Planning Co LLC$4.2M1
417Dynamic Advisor Solutions LLC$4.2M1
418Strategic Investment Advisors / MI$4.1M1
419Wilmington Savings Fund Society, FSB$4.1M1
420KPP Advisory Services LLC$4.1M1
421Ridgepath Capital Management LLC$4.1M1
422GLOBALT Investments LLC / GA$4.1M1
423AVIVA PLC$4.1M1
424Empirical Finance, LLC$4.0M1
425Synergy Asset Management, LLC$4.0M1
426Cornerstone Wealth Management, LLC$4.0M1
427Range Financial Group LLC$4.0M1
428Fideuram Asset Management (Ireland) dac$4.0M1
429Ashton Thomas Private Wealth, LLC$4.0M1
430Connor, Clark & Lunn Investment Management Ltd.$3.9M1
431Haverford Trust Co$3.9M1
432Stokes Family Office, LLC$3.9M1
433NFSG Corp$3.9M1
434Independent Solutions Wealth Management, LLC$3.9M1
435HOURGLASS CAPITAL, LLC$3.9M1
436TOKIO MARINE ASSET MANAGEMENT CO LTD$3.8M1
437REGIONS FINANCIAL CORP$3.8M1
438LAKE STREET PRIVATE WEALTH, LLC$3.8M1
439PICTON MAHONEY ASSET MANAGEMENT$3.7M1
440Wealthcare Advisory Partners LLC$3.7M1
441Accurate Wealth Management, LLC$3.7M1
442Pekin Hardy Strauss, Inc.$3.7M1
443MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC$3.7M1
444Mesirow Financial Investment Management, Inc.$3.7M1
445Dana Investment Advisors, Inc.$3.7M1
446Edgestream Partners, L.P.$3.6M1
447Annex Advisory Services, LLC$3.6M1
448Robertson Stephens Wealth Management, LLC$3.6M1
449LVW Advisors, LLC$3.6M1
450SCOTIA CAPITAL INC.$3.6M1
451Generali Asset Management SPA SGR$3.6M1
452PRIVATE MANAGEMENT GROUP INC$3.6M1
453Verus Financial Partners, Inc.$3.6M1
454Moors & Cabot, Inc.$3.5M1
455Patriot Financial Group Insurance Agency, LLC$3.5M1
456Carnegie Investment Counsel$3.5M1
457MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$3.5M1
458MAVERICK CAPITAL LTD$3.5M1
459MONECO ADVISORS, LLC$3.4M1
460Kathmere Capital Management, LLC$3.4M1
461Leelyn Smith, LLC$3.4M1
462BRIDGES INVESTMENT MANAGEMENT INC$3.4M1
463MEITAV INVESTMENT HOUSE LTD$3.4M1
464INDEPENDENT FINANCIAL GROUP, LLC$3.4M1
465Meeder Advisory Services, Inc.$3.4M1
466Cohen Klingenstein LLC$3.4M1
467Capital Investment Advisory Services, LLC$3.4M1
468Brooklyn Investment Group$3.3M1
469New Age Alpha Advisors, LLC$3.3M1
470Plan Group Financial, LLC$3.3M1
471Gerald Baker Financial Group LLC$3.2M1
472North Dakota State Investment Board$3.2M1
473OneDigital Investment Advisors LLC$3.2M1
474CLARK ESTATES INC/NY$3.2M1
475PINNACLE ASSOCIATES LTD$3.2M1
476HM PAYSON & CO$3.2M1
477Ameritas Advisory Services, LLC$3.2M1
478Laird Norton Wetherby Trust Company, LLC$3.2M1
479TCV Trust & Wealth Management, Inc.$3.2M1
480BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.2M1
481Larson Financial Group LLC$3.1M1
482COLDSTREAM CAPITAL MANAGEMENT INC$3.1M1
483Confluence Wealth Services, Inc.$3.1M1
484Exit Wealth Advisors, LLC.$3.1M1
485SAPIENT CAPITAL LLC$3.1M1
486MUFG SECURITIES AMERICAS INC.$3.1M1
487ASSOCIATED BANC-CORP$3.0M1
488Ethic Inc.$3.0M1
489Geneos Wealth Management Inc.$3.0M1
490BALDWIN WEALTH PARTNERS LLC/MA$3.0M1
491SECURIAN ASSET MANAGEMENT, INC$3.0M1
492HBW ADVISORY SERVICES LLC$3.0M1
493Fortune Financial Advisors, LLC$3.0M1
494NBT BANK, N.A.$3.0M1
495ELEVATION POINT WEALTH PARTNERS, LLC$2.9M1
496Pine Valley Investments Ltd Liability Co$2.9M1
497Radnor Capital Management, LLC$2.9M1
498MONETA GROUP INVESTMENT ADVISORS LLC$2.9M1
499Ausdal Financial Partners, Inc.$2.9M1
500PARTHENON LLC$2.9M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MO

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MO
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for MO · financials and macro

Financials — as filed PLANNED

MO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing