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 |
|---|---|---|---|---|---|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
37,262
shares
|
$2.44 Million
0.76% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
37,223
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2022
Added 173.78%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
37,205
shares
|
$2.44 Million
0.4% of portfolio
|
Q2 2023
Added 2.32%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
36,598
shares
|
$2.4 Million
0.09% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
36,481
shares
|
$2.39 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
36,459
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
36,431
shares
|
$2.39 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
36,372
shares
|
$2.38 Million
0.16% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
36,350
shares
|
$2.38 Million
0.07% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
36,331
shares
|
$2.38 Million
0.06% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
36,287
shares
|
$2.38 Million
0.09% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
36,255
shares
|
$2.38 Million
0.04% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
36,254
shares
|
$2.37 Million
0.27% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
36,142
shares
|
$2.37 Million
0.08% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
36,095
shares
|
$2.36 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
35,956
shares
|
$2.36 Million
2.04% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
35,943
shares
|
$2.35 Million
0.56% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
35,804
shares
|
$2.35 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
35,767
shares
|
$2.34 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
35,648
shares
|
$2.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
35,530
shares
|
$2.33 Million
0.71% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,474
shares
|
$2.32 Million
0.62% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
35,399
shares
|
$2.32 Million
1.02% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,395
shares
|
$2.32 Million
0.61% of portfolio
|
Q2 2025
Reduced 25.33%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
35,342
shares
|
$2.32 Million
0.02% of portfolio
|
Q2 2022
Reduced 68.97%
|