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 |
|---|---|---|---|---|---|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
20,931
shares
|
$1.37 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
20,906
shares
|
$1.37 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
20,845
shares
|
$1.37 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
20,842
shares
|
$1.37 Million
0.62% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
20,815
shares
|
$1.36 Million
0.51% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
20,742
shares
|
$1.36 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
20,675
shares
|
$1.35 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
20,667
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
20,598
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2024
Added 66.52%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
20,371
shares
|
$1.33 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
20,327
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
20,305
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
20,199
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
20,192
shares
|
$1.32 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
20,139
shares
|
$1.32 Million
0.17% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
19,921
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2025
Reduced 47.43%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
19,912
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Added 151.86%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
19,897
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
19,883
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
19,857
shares
|
$1.3 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
19,832
shares
|
$1.3 Million
0.66% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
19,806
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
19,694
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
19,640
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
19,579
shares
|
$1.28 Million
0.07% of portfolio
|
Q2 2025
Added 4.87%
|