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 |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
7,689
shares
|
$503,706
0.03% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
7,678
shares
|
$502,985
0.06% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
7,676
shares
|
$502,854
0.2% of portfolio
|
Q2 2024
Reduced 11.53%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
7,667
shares
|
$502,265
0.28% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
7,666
shares
|
$502,199
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
7,665
shares
|
$502,134
0.19% of portfolio
|
Q1 2025
Added 35.3%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
7,647
shares
|
$500,954
0.11% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
7,646
shares
|
$500,889
0.02% of portfolio
|
Q2 2025
Added 45.25%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
7,634
shares
|
$500,103
0.04% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
7,611
shares
|
$498,596
0.04% of portfolio
|
Q2 2025
Reduced 71.48%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
7,600
shares
|
$497,876
0.33% of portfolio
|
Q2 2025
Added 24416.13%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
7,598
shares
|
$497,744
0.02% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
7,584
shares
|
$496,827
0.23% of portfolio
|
Q2 2025
Added 43.28%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
7,582
shares
|
$496,696
0.09% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
7,574
shares
|
$496,172
0.33% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
7,560
shares
|
$495,255
0.03% of portfolio
|
Q2 2025
Reduced 43.9%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
7,558
shares
|
$495,124
0.2% of portfolio
|
Q2 2025
Reduced 21.97%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
7,549
shares
|
$494,534
0.08% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
7,543
shares
|
$494,141
0.03% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
7,530
shares
|
$493,290
0.22% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
7,526
shares
|
$493,028
0.22% of portfolio
|
Q2 2025
Added 3625.74%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
7,525
shares
|
$492,962
0.04% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
7,524
shares
|
$492,897
0.14% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
7,519
shares
|
$492,569
0.34% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,468
shares
|
$489,228
0.13% of portfolio
|
Q2 2025
Added 59.44%
|