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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
3,681
shares
|
$218,798
0.05% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
3,681
shares
|
$218,798
0.12% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
3,677
shares
|
$218,560
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
3,675
shares
|
$218,442
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
3,671
shares
|
$218,204
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
3,665
shares
|
$217,847
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,650
shares
|
$216,956
0.05% of portfolio
|
Q1 2024
Reduced 14.12%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
3,650
shares
|
$216,956
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
3,637
shares
|
$216,183
0.11% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
3,635
shares
|
$216,064
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
3,634
shares
|
$216,004
0.07% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
3,625
shares
|
$215,470
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
3,617
shares
|
$214,994
0.02% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
3,616
shares
|
$214,935
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
3,600
shares
|
$213,984
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
3,597
shares
|
$213,805
0.01% of portfolio
|
Q2 2025
Reduced 38.37%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
3,594
shares
|
$213,627
0.05% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
3,590
shares
|
$213,389
0.08% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,586
shares
|
$213,151
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
3,584
shares
|
$213,032
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
3,583
shares
|
$212,973
0.01% of portfolio
|
Q4 2024
Reduced 29.7%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
3,581
shares
|
$212,854
0.11% of portfolio
|
Q1 2025
Reduced 64.16%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
3,580
shares
|
$212,795
0.08% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,579
shares
|
$212,735
0.04% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
3,570
shares
|
$212,200
0.1% of portfolio
|
Q1 2025
New holding
|