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 |
|---|---|---|---|---|---|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
14,413
shares
|
$944,195
0.28% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
14,405
shares
|
$943,671
0.07% of portfolio
|
Q2 2025
Reduced 61.15%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
14,389
shares
|
$942,623
0.07% of portfolio
|
Q2 2025
Added 141.79%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
14,344
shares
|
$939,675
0.01% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
14,338
shares
|
$939,282
0.07% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
14,325
shares
|
$938,430
0.22% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
14,317
shares
|
$937,906
0.66% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
14,260
shares
|
$934,172
0.48% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
14,167
shares
|
$928,080
0.19% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
14,159
shares
|
$927,556
0.23% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
14,155
shares
|
$927,294
0.43% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
14,105
shares
|
$924,018
0.06% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
14,085
shares
|
$922,708
0.24% of portfolio
|
Q2 2025
Reduced 44.37%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
14,083
shares
|
$922,577
0.06% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
14,075
shares
|
$922,053
0.07% of portfolio
|
Q2 2025
Reduced 14.57%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
14,065
shares
|
$921,398
0.7% of portfolio
|
Q4 2021
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
14,063
shares
|
$921,267
0.34% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
14,056
shares
|
$920,808
0.46% of portfolio
|
Q2 2025
Added 239.03%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
14,052
shares
|
$920,546
0.17% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
14,017
shares
|
$918,253
0.48% of portfolio
|
Q1 2024
Added 4.4%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
14,000
shares
|
$917,140
0.09% of portfolio
|
Q2 2023
Reduced 6.67%
|
|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
14,000
shares
|
$917,140
0.67% of portfolio
|
Q4 2022
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
13,959
shares
|
$914,454
0.15% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
13,958
shares
|
$914,388
0.21% of portfolio
|
Q2 2025
Reduced 89.34%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
13,950
shares
|
$913,864
0.02% of portfolio
|
Q2 2025
Added 0.01%
|