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 |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
17,820
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2025
Added 22.69%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
17,633
shares
|
$1.16 Million
0.19% of portfolio
|
Q2 2025
Reduced 63.92%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
17,610
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
17,578
shares
|
$1.15 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
17,525
shares
|
$1.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
17,515
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
17,475
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
17,331
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
17,299
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
17,140
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2025
Reduced 51.97%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
16,993
shares
|
$1.11 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
16,953
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
16,875
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
16,866
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.61%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
16,824
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
16,803
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
16,802
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
16,781
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
16,737
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Added 91.08%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
16,701
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
16,670
shares
|
$1.09 Million
0.39% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
16,656
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Added 157.0%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
16,620
shares
|
$1.09 Million
0.48% of portfolio
|
Q4 2022
Added 0.12%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
16,616
shares
|
$1.09 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
16,589
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Added 6.22%
|