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 |
|---|---|---|---|---|---|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
12,574
shares
|
$823,722
0.41% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
12,533
shares
|
$821,036
0.19% of portfolio
|
Q2 2025
Added 131.75%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
12,531
shares
|
$820,905
0.18% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,460
shares
|
$816,254
0.04% of portfolio
|
Q2 2025
Reduced 39.12%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
12,444
shares
|
$815,206
0.08% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
12,422
shares
|
$813,765
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
12,395
shares
|
$811,996
0.07% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
12,360
shares
|
$809,703
0.19% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
12,356
shares
|
$809,441
0.05% of portfolio
|
Q1 2024
Reduced 6.82%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
12,272
shares
|
$803,938
0.09% of portfolio
|
Q2 2025
Added 29.83%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
12,265
shares
|
$803,480
0.31% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
12,258
shares
|
$803,021
0.2% of portfolio
|
Q2 2025
Reduced 35.9%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
12,237
shares
|
$801,645
0.1% of portfolio
|
Q2 2025
Reduced 26.37%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
12,231
shares
|
$801,252
0.29% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
12,223
shares
|
$800,728
0.06% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
12,178
shares
|
$797,780
0.36% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
12,167
shares
|
$797,060
0.35% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
12,142
shares
|
$795,422
0.08% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Aug 11, 2025 Q2 2025 |
12,122
shares
|
$794,112
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
12,118
shares
|
$793,850
0.33% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
12,103
shares
|
$792,867
0.16% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
12,073
shares
|
$790,902
0.09% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,070
shares
|
$790,705
0.04% of portfolio
|
Q2 2022
Reduced 12.07%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
12,070
shares
|
$790,705
0.04% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
12,049
shares
|
$789,329
0.05% of portfolio
|
Q1 2025
Added 1.47%
|