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 |
|---|---|---|---|---|---|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
5,600
shares
|
$366,856
0.04% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
5,600
shares
|
$366,856
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
5,596
shares
|
$366,593
0.03% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
5,582
shares
|
$365,676
0.12% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
5,570
shares
|
$364,890
0.12% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
5,556
shares
|
$363,973
0.18% of portfolio
|
Q2 2025
Added 43.86%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
5,548
shares
|
$363,449
0.07% of portfolio
|
Q2 2022
Added 1.97%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,545
shares
|
$363,252
0.37% of portfolio
|
Q3 2023
Added 82.1%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
5,540
shares
|
$362,925
0.02% of portfolio
|
Q2 2025
Added 16.88%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
5,540
shares
|
$362,925
0.13% of portfolio
|
Q2 2025
Added 44.61%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
5,526
shares
|
$362,008
0.05% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,513
shares
|
$361,156
0.32% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
5,510
shares
|
$360,960
0.05% of portfolio
|
Q1 2024
Reduced 6.69%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
5,500
shares
|
$360,305
0.11% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
5,499
shares
|
$360,239
0.21% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,489
shares
|
$359,584
0.01% of portfolio
|
Q4 2023
Added 0.31%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,480
shares
|
$358,994
0.15% of portfolio
|
Q2 2024
Reduced 70.84%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
5,474
shares
|
$358,601
0.15% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
5,470
shares
|
$358,339
0.2% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
5,460
shares
|
$357,684
0.22% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
5,458
shares
|
$357,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hedeker Wealth, LLC
|
Aug 08, 2025 Q2 2025 |
5,457
shares
|
$357,488
0.08% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
5,451
shares
|
$357,095
0.22% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
5,449
shares
|
$356,963
0.18% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
5,440
shares
|
$356,374
0.13% of portfolio
|
Q4 2023
New holding
|