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 |
|---|---|---|---|---|---|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
6,891
shares
|
$451,429
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
6,873
shares
|
$450,250
0.03% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
6,871
shares
|
$450,119
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
6,851
shares
|
$448,809
0.12% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,829
shares
|
$447,367
0.04% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
6,818
shares
|
$446,647
0.01% of portfolio
|
Q2 2024
Reduced 69.75%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
6,814
shares
|
$446,385
0.04% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
6,783
shares
|
$444,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
6,767
shares
|
$443,306
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
6,759
shares
|
$442,782
0.01% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
6,750
shares
|
$442,192
0.09% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,743
shares
|
$441,733
0.19% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
6,733
shares
|
$441,078
0.25% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
6,716
shares
|
$439,965
0.11% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
6,696
shares
|
$438,654
0.06% of portfolio
|
Q2 2025
Added 25.91%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
6,687
shares
|
$438,065
0.03% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
6,675
shares
|
$437,279
0.8% of portfolio
|
Q3 2022
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
6,650
shares
|
$435,641
0.03% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
6,633
shares
|
$434,527
0.04% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,631
shares
|
$434,396
0.15% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
6,630
shares
|
$434,331
0.09% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
6,626
shares
|
$434,069
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
6,626
shares
|
$434,069
0.14% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
6,623
shares
|
$433,872
0.03% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
6,601
shares
|
$432,431
0.13% of portfolio
|
Q2 2025
Added 3.37%
|