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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
7,177
shares
|
$470,165
0.02% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,164
shares
|
$469,313
0.08% of portfolio
|
Q2 2022
Added 7.52%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
7,116
shares
|
$466,169
0.04% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
7,110
shares
|
$465,776
0.18% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
7,102
shares
|
$465,252
0.21% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
7,089
shares
|
$464,400
0.04% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
7,078
shares
|
$463,679
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
7,055
shares
|
$462,173
0.02% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
7,055
shares
|
$462,173
0.02% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
7,030
shares
|
$460,535
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
7,019
shares
|
$459,814
0.13% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
6,990
shares
|
$457,914
0.02% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
6,987
shares
|
$457,718
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
6,979
shares
|
$457,194
0.18% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
6,975
shares
|
$456,932
0.21% of portfolio
|
Q2 2025
Added 60.57%
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
6,970
shares
|
$456,604
0.21% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
6,951
shares
|
$455,360
0.04% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
6,948
shares
|
$455,163
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,944
shares
|
$454,901
0.02% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
6,938
shares
|
$454,508
0.13% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
6,937
shares
|
$454,442
0.08% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
6,925
shares
|
$453,656
0.08% of portfolio
|
Q1 2024
Reduced 14.05%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
6,913
shares
|
$452,870
0.24% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,906
shares
|
$452,412
0.03% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,901
shares
|
$452,084
0.01% of portfolio
|
Q4 2023
Added 0.06%
|