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 |
|---|---|---|---|---|---|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
9,579
shares
|
$627,520
0.17% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
9,548
shares
|
$625,489
0.08% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
9,538
shares
|
$624,834
0.02% of portfolio
|
Q2 2025
Added 40.08%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
9,532
shares
|
$624,441
0.0% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
9,528
shares
|
$624,179
0.03% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
9,461
shares
|
$619,790
0.05% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
9,457
shares
|
$619,528
0.04% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
9,457
shares
|
$619,528
0.07% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
9,451
shares
|
$619,135
0.11% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,429
shares
|
$617,693
0.08% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
9,428
shares
|
$617,628
0.21% of portfolio
|
Q2 2025
Added 70.4%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
9,427
shares
|
$617,562
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
9,424
shares
|
$617,366
0.16% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Monarch Capital Management Inc
|
Aug 20, 2025 Q2 2025 |
9,407
shares
|
$616,252
0.15% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
9,406
shares
|
$616,187
0.02% of portfolio
|
Q1 2025
Reduced 53.55%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
9,403
shares
|
$615,990
0.23% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
9,398
shares
|
$615,662
0.15% of portfolio
|
Q2 2025
Reduced 53.01%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
9,391
shares
|
$615,204
0.09% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
9,377
shares
|
$614,287
0.01% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
9,353
shares
|
$612,715
0.08% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,341
shares
|
$611,928
0.07% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
9,323
shares
|
$610,749
0.18% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
9,318
shares
|
$610,422
0.02% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
9,313
shares
|
$610,094
0.04% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
9,300
shares
|
$609,243
0.0% of portfolio
|
Q4 2024
Reduced 9.71%
|