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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,766
shares
|
$377,730
0.08% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
5,763
shares
|
$377,534
0.1% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
5,759
shares
|
$377,272
0.1% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
5,755
shares
|
$377,010
0.21% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
5,754
shares
|
$376,944
0.15% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
5,751
shares
|
$376,748
0.18% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,715
shares
|
$374,389
0.09% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
5,708
shares
|
$373,931
0.15% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,705
shares
|
$373,734
0.15% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
5,685
shares
|
$372,424
0.23% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,665
shares
|
$371,114
0.01% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
5,656
shares
|
$370,524
0.02% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
5,656
shares
|
$370,524
0.32% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
5,653
shares
|
$370,328
0.0% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,653
shares
|
$370,328
0.05% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
5,646
shares
|
$369,869
0.03% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,646
shares
|
$369,869
0.11% of portfolio
|
Q3 2022
Added 14.73%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
5,626
shares
|
$368,559
0.03% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
5,626
shares
|
$368,559
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
5,624
shares
|
$368,428
0.74% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
5,616
shares
|
$367,904
0.21% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
5,616
shares
|
$367,904
0.08% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
5,610
shares
|
$367,511
0.01% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,605
shares
|
$367,183
0.02% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
5,604
shares
|
$367,118
0.05% of portfolio
|
Q2 2025
Reduced 4.6%
|