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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
12,046
shares
|
$789,133
0.06% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
11,982
shares
|
$784,940
0.19% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
11,955
shares
|
$783,172
1.03% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
11,929
shares
|
$781,468
0.06% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
11,889
shares
|
$778,848
0.26% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
11,887
shares
|
$778,717
0.13% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
11,877
shares
|
$778,062
0.12% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
11,855
shares
|
$776,621
0.19% of portfolio
|
Q2 2022
Added 2.37%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
11,853
shares
|
$776,490
0.1% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
11,809
shares
|
$773,607
0.14% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
11,797
shares
|
$772,821
0.08% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
11,783
shares
|
$771,904
0.13% of portfolio
|
Q2 2025
Added 17.64%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
11,770
shares
|
$771,052
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
11,763
shares
|
$770,594
0.02% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
11,711
shares
|
$767,187
0.31% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
11,695
shares
|
$766,139
0.1% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
11,627
shares
|
$761,684
0.06% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
11,627
shares
|
$761,684
0.01% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
11,614
shares
|
$760,833
0.46% of portfolio
|
Q4 2024
Reduced 47.16%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
11,591
shares
|
$759,326
0.04% of portfolio
|
Q3 2022
Added 1.83%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
11,581
shares
|
$758,671
0.14% of portfolio
|
Q1 2023
Reduced 2.79%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
11,558
shares
|
$757,164
0.06% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
11,538
shares
|
$755,854
0.38% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
11,524
shares
|
$754,937
0.08% of portfolio
|
Q2 2025
Added 40.16%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
11,510
shares
|
$754,020
0.15% of portfolio
|
Q2 2025
Added 0.41%
|