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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
53,857
shares
|
$3.53 Million
0.31% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
53,820
shares
|
$3.53 Million
0.23% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
53,682
shares
|
$3.52 Million
0.08% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
53,647
shares
|
$3.51 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
53,601
shares
|
$3.51 Million
0.15% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
53,558
shares
|
$3.51 Million
0.23% of portfolio
|
Q2 2025
Added 32.55%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
53,538
shares
|
$3.51 Million
0.16% of portfolio
|
Q3 2022
Added 2.48%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
53,503
shares
|
$3.5 Million
0.11% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
53,468
shares
|
$3.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
53,425
shares
|
$3.5 Million
0.05% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
53,085
shares
|
$3.48 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
53,054
shares
|
$3.48 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
52,998
shares
|
$3.47 Million
0.08% of portfolio
|
Q2 2025
Reduced 30.25%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
52,429
shares
|
$3.43 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
52,404
shares
|
$3.43 Million
0.25% of portfolio
|
Q2 2025
Added 13.22%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
52,264
shares
|
$3.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 98.55%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
51,814
shares
|
$3.39 Million
0.12% of portfolio
|
Q2 2025
Added 82.82%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
51,689
shares
|
$3.39 Million
0.16% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
51,448
shares
|
$3.37 Million
0.15% of portfolio
|
Q2 2022
Reduced 4.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
51,448
shares
|
$3.37 Million
0.07% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
51,330
shares
|
$3.36 Million
0.17% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
51,203
shares
|
$3.35 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
51,003
shares
|
$3.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
50,850
shares
|
$3.33 Million
0.12% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
50,751
shares
|
$3.32 Million
0.67% of portfolio
|
Q2 2025
New holding
|