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 |
|---|---|---|---|---|---|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
7,465
shares
|
$489,032
0.06% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
7,463
shares
|
$488,901
0.03% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
7,448
shares
|
$487,918
0.36% of portfolio
|
Q2 2025
Added 42.41%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,441
shares
|
$487,459
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,390
shares
|
$484,118
0.09% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
7,384
shares
|
$483,725
0.23% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
7,377
shares
|
$483,267
0.15% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
7,376
shares
|
$483,201
0.03% of portfolio
|
Q2 2025
Added 30.48%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
7,373
shares
|
$483,005
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
7,372
shares
|
$482,939
0.06% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,362
shares
|
$482,284
0.0% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
7,353
shares
|
$481,695
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
7,300
shares
|
$478,223
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
7,295
shares
|
$477,895
0.27% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
7,275
shares
|
$476,585
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
7,265
shares
|
$475,930
0.09% of portfolio
|
Q2 2021
Added 62.71%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
7,261
shares
|
$475,668
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,259
shares
|
$475,537
0.1% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
7,248
shares
|
$474,816
0.04% of portfolio
|
Q3 2023
Reduced 3.44%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
7,238
shares
|
$474,161
0.04% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
7,216
shares
|
$472,720
0.01% of portfolio
|
Q2 2025
Added 22.26%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
7,211
shares
|
$472,392
0.17% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
7,209
shares
|
$472,261
0.04% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
7,197
shares
|
$471,475
0.18% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
7,183
shares
|
$470,558
0.14% of portfolio
|
Q2 2025
Added 0.17%
|