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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
21,968
shares
|
$1.44 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
21,946
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
21,867
shares
|
$1.43 Million
0.23% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
21,828
shares
|
$1.43 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
21,808
shares
|
$1.43 Million
0.09% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
21,726
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Added 25.58%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
21,717
shares
|
$1.42 Million
0.21% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
21,705
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
21,605
shares
|
$1.42 Million
0.09% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,601
shares
|
$1.42 Million
0.17% of portfolio
|
Q2 2024
Added 56.69%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
21,421
shares
|
$1.4 Million
0.69% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
21,401
shares
|
$1.4 Million
0.07% of portfolio
|
Q2 2024
Added 8.78%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
21,357
shares
|
$1.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 23.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
21,336
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Added 22.19%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
21,333
shares
|
$1.4 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
21,277
shares
|
$1.39 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
21,277
shares
|
$1.39 Million
0.15% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
21,255
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2023
Reduced 3.04%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
21,245
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
21,166
shares
|
$1.39 Million
0.28% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
21,118
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
21,091
shares
|
$1.38 Million
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
21,043
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
21,000
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2021
Reduced 10.26%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
20,941
shares
|
$1.37 Million
0.14% of portfolio
|
Q2 2025
Reduced 49.7%
|