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 |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
15,113
shares
|
$990,052
0.32% of portfolio
|
Q4 2024
Added 195.75%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
15,099
shares
|
$989,135
0.07% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
15,084
shares
|
$988,152
0.23% of portfolio
|
Q2 2025
Reduced 87.21%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
15,070
shares
|
$987,235
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
15,066
shares
|
$986,973
0.01% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
15,057
shares
|
$986,384
0.01% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
15,028
shares
|
$984,484
0.21% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
15,019
shares
|
$983,894
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
15,016
shares
|
$983,698
0.08% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Arnhold LLC
|
Jul 29, 2025 Q2 2025 |
15,000
shares
|
$982,650
0.09% of portfolio
|
Q4 2023
Reduced 77.84%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
15,000
shares
|
$982,650
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
14,973
shares
|
$980,881
0.05% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
14,908
shares
|
$976,623
0.23% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
14,898
shares
|
$975,967
0.57% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
14,878
shares
|
$974,657
0.08% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
14,812
shares
|
$970,334
0.11% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
14,754
shares
|
$966,534
0.27% of portfolio
|
Q4 2022
Reduced 97.81%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
14,741
shares
|
$965,682
0.03% of portfolio
|
Q2 2025
Added 99.28%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
14,718
shares
|
$964,176
0.05% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
14,681
shares
|
$961,752
0.04% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
14,626
shares
|
$958,149
0.02% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
14,610
shares
|
$957,101
0.16% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
14,596
shares
|
$956,183
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
14,494
shares
|
$949,501
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
14,430
shares
|
$945,309
0.04% of portfolio
|
Q2 2025
Reduced 62.55%
|