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 |
|---|---|---|---|---|---|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
80,279
shares
|
$4.73 Million
2.72% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
79,522
shares
|
$4.69 Million
0.12% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
79,303
shares
|
$4.67 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
79,195
shares
|
$4.67 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
78,949
shares
|
$4.65 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
78,785
shares
|
$4.64 Million
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
78,675
shares
|
$4.64 Million
0.11% of portfolio
|
Q1 2025
Reduced 19.03%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
78,346
shares
|
$4.62 Million
0.24% of portfolio
|
Q1 2025
Added 152.17%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
78,046
shares
|
$4.6 Million
0.02% of portfolio
|
Q1 2025
Added 944.37%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
77,317
shares
|
$4.56 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
77,161
shares
|
$4.55 Million
0.52% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
77,132
shares
|
$4.54 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
77,042
shares
|
$4.54 Million
0.02% of portfolio
|
Q1 2025
Added 34.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
76,951
shares
|
$4.53 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
76,932
shares
|
$4.53 Million
0.28% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
76,030
shares
|
$4.48 Million
0.45% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
75,988
shares
|
$4.48 Million
0.12% of portfolio
|
Q4 2024
Reduced 32.3%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
75,272
shares
|
$4.44 Million
0.42% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
74,925
shares
|
$4.41 Million
0.2% of portfolio
|
Q1 2025
Reduced 59.86%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
74,870
shares
|
$4.41 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
74,751
shares
|
$4.4 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
74,420
shares
|
$4.38 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
74,214
shares
|
$4.37 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
74,058
shares
|
$4.36 Million
0.0% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
73,910
shares
|
$4.35 Million
0.13% of portfolio
|
Q2 2020
Added 8.54%
|