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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
16,564
shares
|
$1.09 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
16,551
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
16,513
shares
|
$1.08 Million
0.32% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
16,505
shares
|
$1.08 Million
0.14% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
16,469
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 28.1%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
16,461
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
16,447
shares
|
$1.08 Million
0.51% of portfolio
|
Q1 2024
New holding
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
16,432
shares
|
$1.08 Million
0.95% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
16,370
shares
|
$1.07 Million
0.51% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
16,286
shares
|
$1.07 Million
0.34% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
16,195
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,192
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
16,188
shares
|
$1.06 Million
0.14% of portfolio
|
Q1 2025
Added 251.99%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
16,184
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2025
Added 40.35%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
16,099
shares
|
$1.05 Million
0.29% of portfolio
|
Q4 2021
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,090
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
16,070
shares
|
$1.05 Million
0.34% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
16,051
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
16,036
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.21%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,034
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.26%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
15,893
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2022
Added 0.54%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
15,891
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
15,869
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
15,857
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
15,847
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 25.05%
|