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 |
|---|---|---|---|---|---|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
18,594
shares
|
$1.22 Million
0.87% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
18,504
shares
|
$1.21 Million
0.42% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
18,492
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
18,484
shares
|
$1.21 Million
0.38% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
18,475
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,454
shares
|
$1.21 Million
0.4% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
18,421
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
18,407
shares
|
$1.21 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
18,400
shares
|
$1.21 Million
0.2% of portfolio
|
Q1 2023
Added 165.4%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
18,374
shares
|
$1.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
18,344
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
18,307
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
18,306
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
18,252
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Added 111.32%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
18,215
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
18,208
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
18,196
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
18,151
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 20.66%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
18,143
shares
|
$1.19 Million
0.65% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
18,102
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2023
Reduced 6.71%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
18,012
shares
|
$1.18 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
18,005
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
17,978
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
17,906
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
17,900
shares
|
$1.17 Million
0.4% of portfolio
|
Q2 2025
Added 588.46%
|