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 2,552 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 |
|---|---|---|---|---|---|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
4,173
shares
|
$248,043
0.16% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
4,154
shares
|
$246,913
0.11% of portfolio
|
Q2 2025
Reduced 69.08%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
4,150
shares
|
$246,676
0.17% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
4,146
shares
|
$246,438
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
4,136
shares
|
$245,843
0.22% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,133
shares
|
$245,665
0.05% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
4,133
shares
|
$245,665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
4,124
shares
|
$245,130
0.02% of portfolio
|
Q3 2024
Reduced 31.87%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
4,118
shares
|
$244,773
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
4,110
shares
|
$244,298
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
4,105
shares
|
$244,001
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
4,079
shares
|
$242,455
0.1% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
4,063
shares
|
$241,504
0.03% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
4,061
shares
|
$241,385
0.07% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
4,058
shares
|
$241,207
0.16% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,042
shares
|
$240,256
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
4,042
shares
|
$240,256
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,039
shares
|
$240,078
0.11% of portfolio
|
Q1 2025
Reduced 48.42%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
4,037
shares
|
$239,959
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,037
shares
|
$239,959
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
4,037
shares
|
$239,959
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
4,026
shares
|
$239,305
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
4,010
shares
|
$238,354
0.08% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
4,006
shares
|
$238,116
0.01% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
4,000
shares
|
$237,760
0.12% of portfolio
|
Q1 2025
New holding
|