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 |
|---|---|---|---|---|---|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
69,357
shares
|
$4.54 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
69,219
shares
|
$4.53 Million
0.12% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
69,011
shares
|
$4.52 Million
0.97% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
68,946
shares
|
$4.52 Million
0.28% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
68,760
shares
|
$4.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
68,045
shares
|
$4.46 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Torray LLC
|
Aug 05, 2025 Q2 2025 |
67,865
shares
|
$4.45 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
67,468
shares
|
$4.42 Million
0.27% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
66,860
shares
|
$4.38 Million
0.23% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
66,744
shares
|
$4.37 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
66,405
shares
|
$4.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
66,172
shares
|
$4.33 Million
2.4% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
65,092
shares
|
$4.26 Million
0.2% of portfolio
|
Q4 2023
Reduced 3.5%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
65,020
shares
|
$4.26 Million
0.13% of portfolio
|
Q2 2025
Added 120.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
64,903
shares
|
$4.25 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
64,718
shares
|
$4.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
64,330
shares
|
$4.21 Million
2.09% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
64,321
shares
|
$4.21 Million
2.99% of portfolio
|
Q2 2025
Added 1110.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
63,987
shares
|
$4.19 Million
0.07% of portfolio
|
Q2 2025
Reduced 23.1%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
63,636
shares
|
$4.17 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
63,468
shares
|
$4.16 Million
1.76% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Alta Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
63,450
shares
|
$4.16 Million
0.22% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Weiss Asset Management LP
Boston, MA |
Aug 14, 2025 Q2 2025 |
63,300
shares
|
$4.15 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
63,278
shares
|
$4.15 Million
0.05% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
63,252
shares
|
$4.14 Million
0.05% of portfolio
|
Q2 2025
Added 3.11%
|