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 |
|---|---|---|---|---|---|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
26,310
shares
|
$1.72 Million
0.18% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
26,234
shares
|
$1.72 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
26,196
shares
|
$1.72 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Aug 11, 2025 Q2 2025 |
26,194
shares
|
$1.72 Million
1.58% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
26,171
shares
|
$1.71 Million
0.31% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
26,063
shares
|
$1.71 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
26,039
shares
|
$1.71 Million
0.28% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
26,002
shares
|
$1.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
25,883
shares
|
$1.7 Million
0.05% of portfolio
|
Q2 2024
Added 186.38%
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
25,876
shares
|
$1.7 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
25,740
shares
|
$1.69 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25,723
shares
|
$1.69 Million
0.09% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
25,435
shares
|
$1.67 Million
0.73% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
25,427
shares
|
$1.67 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
25,377
shares
|
$1.66 Million
0.28% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
25,320
shares
|
$1.66 Million
0.15% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
25,251
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
25,251
shares
|
$1.65 Million
0.37% of portfolio
|
Q2 2025
Added 36.94%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,187
shares
|
$1.65 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
25,160
shares
|
$1.65 Million
0.12% of portfolio
|
Q1 2025
Reduced 24.44%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
25,106
shares
|
$1.64 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
25,000
shares
|
$1.64 Million
0.37% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
24,986
shares
|
$1.64 Million
0.18% of portfolio
|
Q2 2025
Added 12.81%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
24,930
shares
|
$1.63 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
24,703
shares
|
$1.62 Million
0.49% of portfolio
|
Q2 2025
New holding
|