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 |
|---|---|---|---|---|---|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
23,188
shares
|
$1.52 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
23,090
shares
|
$1.51 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
22,945
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
22,901
shares
|
$1.5 Million
0.52% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
22,848
shares
|
$1.5 Million
0.11% of portfolio
|
Q2 2025
Added 25.41%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
22,806
shares
|
$1.49 Million
0.39% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
22,670
shares
|
$1.49 Million
0.08% of portfolio
|
Q3 2023
Reduced 27.92%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
22,627
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
22,621
shares
|
$1.48 Million
0.24% of portfolio
|
Q1 2024
Added 28.94%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
22,499
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
22,464
shares
|
$1.47 Million
0.45% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
22,414
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
22,370
shares
|
$1.47 Million
0.06% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
22,366
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Added 106404.76%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
22,352
shares
|
$1.46 Million
0.52% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
22,350
shares
|
$1.46 Million
0.39% of portfolio
|
Q4 2021
Reduced 0.45%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
22,254
shares
|
$1.46 Million
0.36% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
22,246
shares
|
$1.46 Million
0.59% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
22,240
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
22,218
shares
|
$1.46 Million
0.52% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
22,185
shares
|
$1.45 Million
0.12% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
22,112
shares
|
$1.45 Million
1.34% of portfolio
|
Q2 2025
Added 170.85%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
22,045
shares
|
$1.44 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
22,040
shares
|
$1.44 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
21,984
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Added 10.32%
|