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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
13,455
shares
|
$881,437
0.06% of portfolio
|
Q2 2025
Added 41.6%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
13,452
shares
|
$881,240
0.05% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
13,447
shares
|
$880,912
0.21% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
13,442
shares
|
$880,585
0.79% of portfolio
|
Q1 2024
Reduced 8.43%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
13,422
shares
|
$879,275
0.23% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
13,353
shares
|
$874,755
0.22% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
13,315
shares
|
$872,265
0.03% of portfolio
|
Q2 2025
Added 48.03%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
13,300
shares
|
$871,283
0.16% of portfolio
|
Q1 2023
Added 12.71%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,283
shares
|
$870,169
0.08% of portfolio
|
Q2 2025
Added 46.42%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,279
shares
|
$869,907
0.05% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
13,278
shares
|
$869,841
0.28% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
13,259
shares
|
$868,597
0.09% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
13,257
shares
|
$868,466
0.33% of portfolio
|
Q2 2025
Reduced 76.37%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
13,195
shares
|
$864,404
0.36% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
13,179
shares
|
$863,356
0.02% of portfolio
|
Q1 2024
Added 60.15%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
13,157
shares
|
$861,915
0.24% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
13,140
shares
|
$860,801
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
13,138
shares
|
$860,670
0.2% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
13,117
shares
|
$859,294
0.29% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
13,089
shares
|
$857,460
0.06% of portfolio
|
Q4 2023
Reduced 0.04%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
13,085
shares
|
$857,198
0.12% of portfolio
|
Q2 2025
Added 33.29%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
13,039
shares
|
$854,184
0.02% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
13,038
shares
|
$854,119
0.02% of portfolio
|
Q2 2025
Added 31.43%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
13,036
shares
|
$853,988
0.18% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
13,033
shares
|
$853,791
0.04% of portfolio
|
Q4 2022
Added 23.93%
|