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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,887
shares
|
$320,147
0.03% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
4,884
shares
|
$319,950
0.04% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
4,884
shares
|
$319,950
0.02% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
4,880
shares
|
$319,688
0.09% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
4,852
shares
|
$317,854
0.2% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
4,846
shares
|
$317,461
0.03% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
4,844
shares
|
$317,330
0.03% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
4,841
shares
|
$317,133
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,840
shares
|
$317,068
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
4,838
shares
|
$316,937
0.23% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
4,829
shares
|
$316,347
0.11% of portfolio
|
Q2 2025
Reduced 59.74%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
4,827
shares
|
$316,216
0.03% of portfolio
|
Q2 2025
Added 27.7%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,824
shares
|
$316,020
0.02% of portfolio
|
Q2 2025
Added 30.55%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
4,818
shares
|
$315,627
0.11% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
4,818
shares
|
$315,627
0.11% of portfolio
|
Q2 2025
Reduced 39.14%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,815
shares
|
$315,430
0.05% of portfolio
|
Q2 2023
Reduced 7.17%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,815
shares
|
$315,430
0.0% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
4,808
shares
|
$314,972
0.02% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
4,800
shares
|
$314,448
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,796
shares
|
$314,185
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
4,766
shares
|
$312,220
0.06% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
4,765
shares
|
$312,155
0.22% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
4,765
shares
|
$312,155
0.13% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
4,753
shares
|
$311,369
0.02% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
4,752
shares
|
$311,303
0.03% of portfolio
|
Q3 2024
Reduced 2.48%
|