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 |
|---|---|---|---|---|---|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
63,147
shares
|
$4.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
62,754
shares
|
$4.11 Million
0.72% of portfolio
|
Q2 2025
Added 32.43%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
62,535
shares
|
$4.1 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
62,365
shares
|
$4.09 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
62,180
shares
|
$4.07 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
61,973
shares
|
$4.06 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
61,626
shares
|
$4.04 Million
1.7% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
61,563
shares
|
$4.03 Million
0.59% of portfolio
|
Q2 2025
Added 25.31%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
61,344
shares
|
$4.02 Million
0.04% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
60,915
shares
|
$3.99 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
60,884
shares
|
$3.99 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
60,852
shares
|
$3.99 Million
0.32% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
60,785
shares
|
$3.98 Million
0.12% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
60,744
shares
|
$3.98 Million
0.61% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jul 28, 2025 Q2 2025 |
60,665
shares
|
$3.97 Million
2.54% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
59,973
shares
|
$3.93 Million
0.02% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
59,768
shares
|
$3.92 Million
1.73% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
59,247
shares
|
$3.88 Million
0.18% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
59,142
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.15%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
59,130
shares
|
$3.87 Million
0.12% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
59,063
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 65.18%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
59,061
shares
|
$3.87 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
58,897
shares
|
$3.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Aug 11, 2025 Q2 2025 |
58,796
shares
|
$3.85 Million
2.43% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
58,750
shares
|
$3.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 86.19%
|