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 2,552 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 |
|---|---|---|---|---|---|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
103,865
shares
|
$6.17 Million
0.16% of portfolio
|
Q1 2025
Reduced 36.02%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
103,051
shares
|
$6.13 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
102,913
shares
|
$6.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
102,788
shares
|
$6.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
102,240
shares
|
$6.08 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
102,007
shares
|
$6.06 Million
0.4% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
101,997
shares
|
$6.06 Million
0.69% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
101,880
shares
|
$6.06 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
101,696
shares
|
$6.04 Million
0.06% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
101,476
shares
|
$6.03 Million
1.53% of portfolio
|
Q2 2025
Added 421.38%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
100,926
shares
|
$6 Million
0.26% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
100,801
shares
|
$5.99 Million
0.65% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
100,324
shares
|
$5.96 Million
0.25% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
99,720
shares
|
$5.93 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
99,500
shares
|
$5.91 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Rbo & CO LLC
St Helena, CA |
May 14, 2025 Q1 2025 |
99,473
shares
|
$5.91 Million
1.1% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
99,442
shares
|
$5.91 Million
2.15% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
98,825
shares
|
$5.87 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
98,714
shares
|
$5.87 Million
2.81% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
98,653
shares
|
$5.86 Million
1.5% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
98,623
shares
|
$5.86 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
97,657
shares
|
$5.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 67.87%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
97,269
shares
|
$5.78 Million
0.23% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
97,024
shares
|
$5.77 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
96,213
shares
|
$5.72 Million
0.25% of portfolio
|
Q1 2025
Added 9.0%
|