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 |
|---|---|---|---|---|---|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
11,472
shares
|
$751,530
0.75% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
11,458
shares
|
$750,613
0.07% of portfolio
|
Q2 2025
Reduced 86.4%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
11,454
shares
|
$750,351
0.05% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,454
shares
|
$750,351
0.0% of portfolio
|
Q4 2022
Reduced 3.03%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
11,429
shares
|
$748,713
0.14% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
11,408
shares
|
$747,338
0.43% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
11,391
shares
|
$746,224
0.02% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
11,385
shares
|
$745,831
0.07% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
11,380
shares
|
$745,503
0.38% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
11,335
shares
|
$742,555
0.03% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
11,330
shares
|
$742,228
0.44% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
11,312
shares
|
$741,049
0.08% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jul 25, 2025 Q2 2025 |
11,229
shares
|
$735,611
0.37% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,208
shares
|
$734,236
1.01% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
11,194
shares
|
$733,318
0.06% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
11,191
shares
|
$733,122
0.56% of portfolio
|
Q2 2025
Reduced 21.2%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
11,188
shares
|
$732,925
0.47% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
11,172
shares
|
$731,877
0.04% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,167
shares
|
$731,550
0.03% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
11,149
shares
|
$730,370
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
11,144
shares
|
$730,043
0.58% of portfolio
|
Q1 2025
Added 27.29%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,143
shares
|
$729,977
0.06% of portfolio
|
Q2 2023
Added 16.04%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
11,117
shares
|
$728,274
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
11,086
shares
|
$726,243
0.16% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
11,083
shares
|
$726,047
0.05% of portfolio
|
Q2 2025
Reduced 0.49%
|