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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
47,563
shares
|
$3.12 Million
0.09% of portfolio
|
Q2 2025
Added 20.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
47,414
shares
|
$3.11 Million
0.04% of portfolio
|
Q2 2024
Added 6.39%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
47,409
shares
|
$3.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
47,273
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
47,078
shares
|
$3.08 Million
1.32% of portfolio
|
Q2 2025
Added 1009.55%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
46,914
shares
|
$3.07 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
46,840
shares
|
$3.07 Million
0.24% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
46,568
shares
|
$3.05 Million
0.47% of portfolio
|
Q3 2020
Reduced 1.62%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
46,440
shares
|
$3.04 Million
0.06% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
46,409
shares
|
$3.04 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
|
$3.04 Million
0.15% of portfolio
|
Q4 2024
Reduced 33.42%
|
|
|
Contrarius Group Holdings LTD
Hamilton, D0 |
Aug 12, 2025 Q2 2025 |
46,289
shares
|
$3.03 Million
0.15% of portfolio
|
Q2 2025
Reduced 24.59%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
46,276
shares
|
$3.03 Million
0.14% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
46,135
shares
|
$3.02 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
46,122
shares
|
$3.02 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
45,956
shares
|
$3.01 Million
0.04% of portfolio
|
Q2 2025
Reduced 45.94%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
45,886
shares
|
$3.01 Million
0.45% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
45,767
shares
|
$3 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
45,755
shares
|
$3 Million
0.06% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
45,724
shares
|
$3 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
45,664
shares
|
$2.99 Million
0.08% of portfolio
|
Q2 2025
Reduced 34.65%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Aug 12, 2025 Q2 2025 |
45,340
shares
|
$2.97 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
45,288
shares
|
$2.97 Million
0.17% of portfolio
|
Q2 2025
Added 25.7%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
45,267
shares
|
$2.97 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
45,234
shares
|
$2.96 Million
0.47% of portfolio
|
Q2 2023
New holding
|