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 2,553 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 $62.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
150,852
shares
|
$8.97 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
148,174
shares
|
$8.81 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
147,755
shares
|
$8.78 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
147,347
shares
|
$8.76 Million
0.21% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
147,189
shares
|
$8.75 Million
0.07% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
145,589
shares
|
$8.65 Million
0.17% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
144,524
shares
|
$8.59 Million
0.71% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
143,187
shares
|
$8.51 Million
0.06% of portfolio
|
Q1 2025
Added 40.68%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
142,000
shares
|
$8.44 Million
0.31% of portfolio
|
Q1 2025
Added 49.47%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
141,932
shares
|
$8.44 Million
1.06% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
139,357
shares
|
$8.28 Million
0.12% of portfolio
|
Q1 2025
Reduced 24.93%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
138,664
shares
|
$8.24 Million
0.08% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
138,469
shares
|
$8.23 Million
0.58% of portfolio
|
Q1 2023
Added 4.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
137,438
shares
|
$8.17 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
136,441
shares
|
$8.11 Million
0.06% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Jul 23, 2025 Q2 2025 |
135,958
shares
|
$8.08 Million
3.9% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
135,703
shares
|
$8.07 Million
0.2% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
135,176
shares
|
$8.03 Million
0.0% of portfolio
|
Q1 2025
Added 77.63%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
134,801
shares
|
$8.01 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
134,681
shares
|
$8.01 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
134,656
shares
|
$8 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
133,404
shares
|
$7.93 Million
0.15% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
133,198
shares
|
$7.92 Million
0.07% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
132,970
shares
|
$7.9 Million
0.09% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
132,839
shares
|
$7.9 Million
0.27% of portfolio
|
Q1 2025
Reduced 13.99%
|