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 2,552 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 $62.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
49,144
shares
|
$2.92 Million
0.06% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
49,107
shares
|
$2.92 Million
0.11% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
48,952
shares
|
$2.91 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
48,950
shares
|
$2.91 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
48,874
shares
|
$2.91 Million
0.16% of portfolio
|
Q1 2025
Added 67.97%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
48,825
shares
|
$2.9 Million
0.6% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
48,821
shares
|
$2.9 Million
0.61% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
48,752
shares
|
$2.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Clark Estates Inc
New York, NY |
May 08, 2025 Q1 2025 |
48,613
shares
|
$2.89 Million
0.84% of portfolio
|
Q1 2025
Reduced 27.51%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
48,340
shares
|
$2.87 Million
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
47,896
shares
|
$2.85 Million
0.06% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
47,886
shares
|
$2.85 Million
0.08% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
47,817
shares
|
$2.84 Million
0.12% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,687
shares
|
$2.83 Million
0.08% of portfolio
|
Q3 2022
Added 15.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
47,491
shares
|
$2.82 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
47,414
shares
|
$2.82 Million
0.04% of portfolio
|
Q2 2024
Added 6.39%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
47,400
shares
|
$2.82 Million
0.71% of portfolio
|
Q1 2025
Added 454.78%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
47,387
shares
|
$2.82 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Element Capital Management LLC
New York, NY |
May 13, 2025 Q1 2025 |
47,242
shares
|
$2.81 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
46,914
shares
|
$2.79 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
46,568
shares
|
$2.77 Million
0.47% of portfolio
|
Q3 2020
Reduced 1.62%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
46,409
shares
|
$2.76 Million
1.64% of portfolio
|
Q4 2024
Reduced 49.76%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
46,388
shares
|
$2.76 Million
0.15% of portfolio
|
Q4 2024
Reduced 33.42%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
46,126
shares
|
$2.74 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
46,122
shares
|
$2.74 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.05%
|