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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
30,387
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
30,353
shares
|
$1.99 Million
0.07% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Arch Point Investors
Coral Gables, FL |
Aug 13, 2025 Q2 2025 |
30,117
shares
|
$1.97 Million
0.56% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
30,094
shares
|
$1.97 Million
0.36% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
29,623
shares
|
$1.94 Million
0.02% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
29,585
shares
|
$1.94 Million
0.83% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jul 25, 2025 Q2 2025 |
29,482
shares
|
$1.93 Million
1.44% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
29,410
shares
|
$1.93 Million
0.18% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
29,384
shares
|
$1.92 Million
0.07% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
29,323
shares
|
$1.92 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
29,272
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2024
Added 34.08%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
29,260
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2025
Added 207.84%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
29,259
shares
|
$1.92 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
29,213
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
29,116
shares
|
$1.91 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
29,096
shares
|
$1.91 Million
0.5% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
28,980
shares
|
$1.9 Million
0.09% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
28,926
shares
|
$1.89 Million
0.38% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
28,734
shares
|
$1.88 Million
0.43% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
28,662
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
28,660
shares
|
$1.88 Million
0.07% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
28,622
shares
|
$1.88 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
28,229
shares
|
$1.85 Million
0.05% of portfolio
|
Q1 2023
Reduced 59.05%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
28,076
shares
|
$1.84 Million
1.26% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
28,071
shares
|
$1.84 Million
0.08% of portfolio
|
Q2 2025
Reduced 54.15%
|