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 2,593 institutions that hold shares in the stock, with a total of 1.04 Billion shares, which have been reported (via 13F filing form) to have a value of $67.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
138,469
shares
|
$9.07 Million
0.58% of portfolio
|
Q1 2023
Added 4.17%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
137,962
shares
|
$9.04 Million
0.87% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
136,441
shares
|
$8.94 Million
0.06% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Premier Fund Managers LTD
|
Aug 11, 2025 Q2 2025 |
136,100
shares
|
$8.92 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
136,044
shares
|
$8.91 Million
0.11% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Jul 23, 2025 Q2 2025 |
135,958
shares
|
$8.91 Million
3.9% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
135,703
shares
|
$8.89 Million
0.2% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
135,641
shares
|
$8.89 Million
0.23% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
134,801
shares
|
$8.83 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
134,656
shares
|
$8.82 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
134,139
shares
|
$8.79 Million
0.1% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
133,756
shares
|
$8.76 Million
0.03% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
132,512
shares
|
$8.68 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
131,902
shares
|
$8.64 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
129,899
shares
|
$8.51 Million
0.09% of portfolio
|
Q2 2025
Added 26.14%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
129,648
shares
|
$8.49 Million
0.06% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
129,448
shares
|
$8.48 Million
0.75% of portfolio
|
N/A
|
|
|
Newport Trust CO
Washington, DC |
Aug 14, 2025 Q2 2025 |
128,523
shares
|
$8.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
127,296
shares
|
$8.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 44.71%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
127,106
shares
|
$8.33 Million
0.14% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
126,724
shares
|
$8.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
123,858
shares
|
$8.11 Million
0.03% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
123,529
shares
|
$8.09 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
122,461
shares
|
$8.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
121,693
shares
|
$7.97 Million
0.19% of portfolio
|
Q2 2023
New holding
|