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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
42,674
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
42,494
shares
|
$2.53 Million
0.15% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
42,335
shares
|
$2.52 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
42,269
shares
|
$2.51 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
42,100
shares
|
$2.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 49.34%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
42,072
shares
|
$2.5 Million
0.21% of portfolio
|
Q1 2025
Added 20.74%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
42,062
shares
|
$2.5 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
41,918
shares
|
$2.49 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
41,818
shares
|
$2.49 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
41,567
shares
|
$2.47 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
41,315
shares
|
$2.46 Million
0.88% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
41,305
shares
|
$2.46 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
40,994
shares
|
$2.44 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
40,993
shares
|
$2.44 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
40,944
shares
|
$2.43 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
40,776
shares
|
$2.42 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
40,405
shares
|
$2.4 Million
0.19% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
40,059
shares
|
$2.38 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
40,006
shares
|
$2.38 Million
0.07% of portfolio
|
Q1 2025
Reduced 96.97%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
39,966
shares
|
$2.38 Million
0.29% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
39,899
shares
|
$2.37 Million
0.26% of portfolio
|
Q4 2022
Reduced 29.88%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
39,887
shares
|
$2.37 Million
0.19% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
39,869
shares
|
$2.37 Million
0.08% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
39,635
shares
|
$2.36 Million
0.07% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
39,624
shares
|
$2.36 Million
0.08% of portfolio
|
Q1 2025
Added 21.07%
|