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 |
|---|---|---|---|---|---|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
56,853
shares
|
$3.35 Million
0.95% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
56,734
shares
|
$3.34 Million
0.11% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
56,697
shares
|
$3.34 Million
0.1% of portfolio
|
Q1 2025
Added 19.11%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
56,493
shares
|
$3.33 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
56,412
shares
|
$3.32 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
56,200
shares
|
$3.31 Million
0.3% of portfolio
|
Q2 2025
Added 16.27%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
56,135
shares
|
$3.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
56,100
shares
|
$3.31 Million
2.05% of portfolio
|
Q1 2025
Added 19.36%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
56,099
shares
|
$3.31 Million
0.45% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
55,709
shares
|
$3.28 Million
0.36% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
55,074
shares
|
$3.24 Million
0.17% of portfolio
|
Q2 2022
Reduced 0.53%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
54,651
shares
|
$3.22 Million
0.15% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
54,583
shares
|
$3.22 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Contrarius Investment Management LTD
St. Helier, Y9 |
Nov 08, 2024 Q3 2024 |
54,359
shares
|
$3.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
54,171
shares
|
$3.19 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
53,841
shares
|
$3.17 Million
0.23% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
53,682
shares
|
$3.16 Million
0.08% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
53,647
shares
|
$3.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
53,538
shares
|
$3.15 Million
0.16% of portfolio
|
Q3 2022
Added 2.48%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
53,468
shares
|
$3.15 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
53,195
shares
|
$3.13 Million
0.37% of portfolio
|
Q1 2025
Reduced 19.57%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Apr 25, 2025 Q1 2025 |
53,165
shares
|
$3.13 Million
2.24% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
53,085
shares
|
$3.13 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
52,661
shares
|
$3.1 Million
0.07% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
52,650
shares
|
$3.1 Million
0.04% of portfolio
|
Q1 2025
Added 20.08%
|