Institutional Ownership Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO). We have compiled data on the 2,550 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $62.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
172,402
shares
|
$10.2 Million
0.42% of portfolio
|
Q1 2025
Added 24.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
171,506
shares
|
$10.1 Million
0.12% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
171,168
shares
|
$10.1 Million
0.51% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
169,635
shares
|
$9.99 Million
0.03% of portfolio
|
Q1 2025
Added 52.28%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
168,430
shares
|
$9.92 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
168,224
shares
|
$9.91 Million
0.07% of portfolio
|
Q1 2025
Reduced 33.0%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
166,975
shares
|
$9.84 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
165,110
shares
|
$9.73 Million
0.3% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
164,002
shares
|
$9.66 Million
0.1% of portfolio
|
Q1 2025
Reduced 43.35%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
163,397
shares
|
$9.63 Million
1.48% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
163,302
shares
|
$9.62 Million
2.98% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
162,247
shares
|
$9.56 Million
0.62% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
161,737
shares
|
$9.53 Million
0.12% of portfolio
|
Q1 2025
Reduced 21.01%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
161,675
shares
|
$9.53 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
160,964
shares
|
$9.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 61.48%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
160,900
shares
|
$9.48 Million
7.02% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
158,944
shares
|
$9.36 Million
0.3% of portfolio
|
Q1 2025
Added 322.14%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
156,900
shares
|
$9.24 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
156,357
shares
|
$9.21 Million
0.1% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
155,782
shares
|
$9.18 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
155,392
shares
|
$9.16 Million
0.04% of portfolio
|
Q3 2024
Added 32.12%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
154,061
shares
|
$9.08 Million
0.37% of portfolio
|
Q2 2025
Added 13.57%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
152,151
shares
|
$8.96 Million
0.12% of portfolio
|
Q1 2025
Added 495.08%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
151,695
shares
|
$8.94 Million
0.04% of portfolio
|
Q2 2023
Reduced 54.83%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
150,852
shares
|
$8.89 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.09%
|