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 |
|---|---|---|---|---|---|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,652
shares
|
$697,812
0.02% of portfolio
|
Q2 2025
Added 15.01%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
10,650
shares
|
$697,681
0.07% of portfolio
|
Q2 2025
Added 42.27%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
10,600
shares
|
$694,406
0.2% of portfolio
|
Q4 2022
Added 10.98%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
10,556
shares
|
$691,523
0.02% of portfolio
|
Q2 2025
Added 32.96%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
10,553
shares
|
$691,327
0.38% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,549
shares
|
$691,064
0.09% of portfolio
|
Q3 2024
Added 39.33%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
10,539
shares
|
$690,409
0.17% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
10,505
shares
|
$688,182
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
10,499
shares
|
$687,789
0.07% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
10,492
shares
|
$687,330
0.14% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
10,485
shares
|
$686,872
0.03% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
10,476
shares
|
$686,282
0.12% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
10,458
shares
|
$685,103
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
10,440
shares
|
$683,924
0.11% of portfolio
|
Q1 2025
Reduced 55.47%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
10,403
shares
|
$681,500
0.18% of portfolio
|
Q2 2025
Added 31.63%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
10,365
shares
|
$679,011
0.13% of portfolio
|
Q2 2025
Added 19.73%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
10,342
shares
|
$677,504
0.02% of portfolio
|
Q2 2025
Added 78.99%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
10,293
shares
|
$674,294
0.04% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,277
shares
|
$673,246
0.03% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
10,268
shares
|
$672,656
0.11% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
10,216
shares
|
$669,250
0.32% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
10,214
shares
|
$669,119
0.38% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
10,198
shares
|
$668,070
0.09% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,195
shares
|
$667,874
0.49% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
10,185
shares
|
$667,219
0.08% of portfolio
|
Q2 2025
Added 19.26%
|