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 2,553 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $62.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
4,589
shares
|
$272,770
0.14% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,587
shares
|
$272,651
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
4,576
shares
|
$271,997
0.13% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
4,574
shares
|
$271,878
0.23% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
4,568
shares
|
$271,521
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
4,565
shares
|
$271,343
0.13% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,563
shares
|
$271,224
0.02% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
4,556
shares
|
$270,808
0.04% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
4,550
shares
|
$270,452
0.12% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,549
shares
|
$270,392
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
4,546
shares
|
$270,214
0.06% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
4,545
shares
|
$270,154
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,536
shares
|
$269,619
0.1% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,533
shares
|
$269,441
0.03% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
4,524
shares
|
$268,906
0.02% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
May 14, 2025 Q1 2025 |
4,523
shares
|
$268,847
0.3% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
4,523
shares
|
$268,847
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
4,520
shares
|
$268,668
0.28% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
4,516
shares
|
$268,431
0.05% of portfolio
|
Q2 2025
Added 22.35%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
4,515
shares
|
$268,371
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
4,499
shares
|
$267,420
0.08% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
4,497
shares
|
$267,301
0.22% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
4,495
shares
|
$267,182
0.01% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,480
shares
|
$266,291
0.0% of portfolio
|
Q3 2024
Reduced 20.48%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,456
shares
|
$264,864
0.06% of portfolio
|
Q2 2025
Reduced 36.58%
|