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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
5,190
shares
|
$339,996
0.05% of portfolio
|
Q2 2025
Added 87.09%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
5,190
shares
|
$339,996
0.05% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
5,189
shares
|
$339,931
0.28% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
5,187
shares
|
$339,800
0.13% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
5,169
shares
|
$338,621
0.23% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
5,159
shares
|
$337,966
0.17% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
5,156
shares
|
$337,769
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,153
shares
|
$337,573
0.03% of portfolio
|
Q2 2023
Added 1.56%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,136
shares
|
$336,459
0.08% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
5,128
shares
|
$335,935
0.01% of portfolio
|
Q2 2025
Added 28.26%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
5,128
shares
|
$335,935
0.14% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 30, 2025 Q2 2025 |
5,126
shares
|
$335,804
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
5,119
shares
|
$335,345
0.02% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
5,117
shares
|
$335,214
0.17% of portfolio
|
Q1 2025
Reduced 66.2%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
5,112
shares
|
$334,887
0.19% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
5,110
shares
|
$334,756
0.07% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
5,094
shares
|
$333,707
0.01% of portfolio
|
Q2 2025
Added 25.78%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
5,076
shares
|
$332,528
0.11% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
5,075
shares
|
$332,463
0.04% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
5,060
shares
|
$331,480
0.24% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
5,056
shares
|
$331,218
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
5,047
shares
|
$330,628
0.06% of portfolio
|
Q2 2025
Reduced 25.45%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
5,045
shares
|
$330,497
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
5,045
shares
|
$330,497
0.1% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
5,042
shares
|
$330,301
0.03% of portfolio
|
Q2 2025
Reduced 2.02%
|