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 |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
5,437
shares
|
$356,177
0.04% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
5,424
shares
|
$355,326
0.52% of portfolio
|
Q3 2023
Added 1.8%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,417
shares
|
$354,867
0.04% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
5,413
shares
|
$354,605
0.2% of portfolio
|
Q2 2025
Reduced 22.73%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
5,400
shares
|
$353,754
0.01% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,399
shares
|
$353,688
0.04% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
5,399
shares
|
$353,688
0.28% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
5,393
shares
|
$353,295
0.02% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,384
shares
|
$352,705
0.06% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
5,377
shares
|
$352,247
0.03% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
5,377
shares
|
$352,247
0.14% of portfolio
|
Q2 2025
Reduced 59.64%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
5,375
shares
|
$352,116
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
5,369
shares
|
$351,723
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,368
shares
|
$351,657
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
5,359
shares
|
$351,068
0.11% of portfolio
|
Q2 2025
Added 19.73%
|
|
|
William Allan, LLC
|
Aug 01, 2025 Q2 2025 |
5,340
shares
|
$349,823
0.19% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
5,335
shares
|
$349,495
0.1% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
5,314
shares
|
$348,120
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
5,246
shares
|
$343,665
0.03% of portfolio
|
Q2 2025
Added 21.77%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
5,227
shares
|
$342,420
0.0% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
5,220
shares
|
$341,962
0.03% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,206
shares
|
$341,045
0.04% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
5,204
shares
|
$340,914
0.13% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
5,192
shares
|
$340,127
0.02% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,190
shares
|
$339,996
0.02% of portfolio
|
Q4 2024
Added 1.23%
|