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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
11,068
shares
|
$725,064
0.07% of portfolio
|
Q2 2025
Added 18.16%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
11,044
shares
|
$723,492
0.09% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
11,039
shares
|
$723,164
0.03% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
11,020
shares
|
$721,920
0.07% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
11,017
shares
|
$721,723
0.04% of portfolio
|
Q4 2023
Reduced 5.06%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
10,994
shares
|
$720,216
0.0% of portfolio
|
Q2 2025
Reduced 99.25%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
10,983
shares
|
$719,496
0.17% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
10,876
shares
|
$712,486
0.15% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
10,872
shares
|
$712,224
0.23% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
10,867
shares
|
$711,897
0.09% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
10,863
shares
|
$711,635
0.25% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
10,857
shares
|
$711,242
0.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
10,856
shares
|
$711,176
0.06% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
10,850
shares
|
$710,783
0.15% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
10,850
shares
|
$710,783
0.48% of portfolio
|
Q4 2024
Added 856.39%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
10,812
shares
|
$708,294
0.34% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,741
shares
|
$703,642
0.02% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
10,737
shares
|
$703,380
0.17% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
10,705
shares
|
$701,284
0.44% of portfolio
|
Q2 2025
Added 72.27%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
10,700
shares
|
$700,957
0.08% of portfolio
|
Q1 2021
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
10,698
shares
|
$700,825
0.1% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
October Effect LTD
Virginia Beach, VA |
Aug 11, 2025 Q2 2025 |
10,677
shares
|
$699,450
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
10,676
shares
|
$699,384
0.06% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
10,673
shares
|
$699,188
0.45% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
10,661
shares
|
$698,402
0.0% of portfolio
|
Q2 2025
Reduced 4.7%
|