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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
98,825
shares
|
$6.47 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
98,714
shares
|
$6.47 Million
2.81% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
98,419
shares
|
$6.45 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Axa S.A.
Paris, I0 |
Aug 14, 2025 Q2 2025 |
98,114
shares
|
$6.43 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rbo & CO LLC
St Helena, CA |
Aug 12, 2025 Q2 2025 |
97,748
shares
|
$6.4 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
97,479
shares
|
$6.39 Million
0.06% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
97,389
shares
|
$6.38 Million
0.0% of portfolio
|
Q2 2025
Added 31.5%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
97,210
shares
|
$6.37 Million
0.03% of portfolio
|
Q2 2025
Added 25.73%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
96,944
shares
|
$6.35 Million
0.09% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
95,833
shares
|
$6.28 Million
0.11% of portfolio
|
Q2 2025
Added 98.28%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
94,920
shares
|
$6.22 Million
1.92% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
94,841
shares
|
$6.21 Million
0.85% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
94,703
shares
|
$6.2 Million
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
93,906
shares
|
$6.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
93,757
shares
|
$6.14 Million
0.11% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
93,515
shares
|
$6.13 Million
0.1% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
92,900
shares
|
$6.09 Million
1.59% of portfolio
|
Q2 2025
Reduced 24.58%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
92,336
shares
|
$6.05 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
91,907
shares
|
$6.02 Million
0.23% of portfolio
|
Q2 2025
Added 253.53%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
90,593
shares
|
$5.93 Million
1.01% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
90,225
shares
|
$5.91 Million
0.18% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Edmp, Inc.
|
Jul 28, 2025 Q2 2025 |
90,172
shares
|
$5.91 Million
4.64% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
89,964
shares
|
$5.89 Million
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
89,652
shares
|
$5.87 Million
0.02% of portfolio
|
Q2 2025
Added 267.04%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
89,494
shares
|
$5.86 Million
0.07% of portfolio
|
Q2 2025
Added 2.89%
|