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 |
|---|---|---|---|---|---|
|
Alta Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
61,049
shares
|
$3.6 Million
0.24% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
60,852
shares
|
$3.59 Million
0.32% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
60,744
shares
|
$3.58 Million
0.61% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
60,555
shares
|
$3.57 Million
2.37% of portfolio
|
Q1 2025
Added 27.59%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
59,768
shares
|
$3.52 Million
1.73% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
59,142
shares
|
$3.48 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.15%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
59,061
shares
|
$3.48 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
59,044
shares
|
$3.48 Million
0.2% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
58,849
shares
|
$3.47 Million
0.06% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
58,815
shares
|
$3.47 Million
0.04% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
May 08, 2025 Q1 2025 |
58,794
shares
|
$3.46 Million
2.6% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
58,769
shares
|
$3.46 Million
0.06% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
58,750
shares
|
$3.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 86.19%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
58,689
shares
|
$3.46 Million
0.22% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
58,636
shares
|
$3.45 Million
0.23% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
58,540
shares
|
$3.45 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
58,500
shares
|
$3.45 Million
0.28% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
58,333
shares
|
$3.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
58,103
shares
|
$3.42 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
58,058
shares
|
$3.42 Million
1.8% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
57,813
shares
|
$3.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
57,609
shares
|
$3.39 Million
0.15% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
57,378
shares
|
$3.38 Million
0.5% of portfolio
|
Q1 2024
Added 207.03%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
57,163
shares
|
$3.37 Million
0.21% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
57,104
shares
|
$3.36 Million
0.25% of portfolio
|
Q4 2022
Added 3.23%
|