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 |
|---|---|---|---|---|---|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
132,612
shares
|
$7.81 Million
2.18% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
131,942
shares
|
$7.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
131,902
shares
|
$7.77 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
130,957
shares
|
$7.72 Million
1.93% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Newport Trust CO
Washington, DC |
May 14, 2025 Q1 2025 |
130,878
shares
|
$7.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
128,607
shares
|
$7.58 Million
0.03% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
128,532
shares
|
$7.57 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
126,172
shares
|
$7.43 Million
1.42% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
May 14, 2025 Q1 2025 |
124,715
shares
|
$7.35 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
124,033
shares
|
$7.31 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
123,600
shares
|
$7.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 27.68%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
123,529
shares
|
$7.28 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
123,239
shares
|
$7.26 Million
0.86% of portfolio
|
Q1 2025
Added 67.42%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
123,182
shares
|
$7.26 Million
2.49% of portfolio
|
Q1 2025
Added 34.44%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Apr 25, 2025 Q1 2025 |
122,880
shares
|
$7.24 Million
6.02% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
121,693
shares
|
$7.17 Million
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
120,458
shares
|
$7.1 Million
2.94% of portfolio
|
Q1 2023
Added 9.32%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
119,782
shares
|
$7.06 Million
2.92% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
118,796
shares
|
$7 Million
3.1% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
118,221
shares
|
$6.97 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
117,349
shares
|
$6.91 Million
2.73% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
116,956
shares
|
$6.89 Million
0.96% of portfolio
|
Q2 2025
Added 49.37%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
116,867
shares
|
$6.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
116,568
shares
|
$6.87 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
115,857
shares
|
$6.83 Million
0.04% of portfolio
|
Q1 2025
Reduced 76.51%
|