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 2,554 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 $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
3,703
shares
|
$220,735
0.1% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
3,695
shares
|
$220,258
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
3,690
shares
|
$219,960
0.24% of portfolio
|
Q1 2025
Added 78.69%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,684
shares
|
$219,603
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
3,681
shares
|
$219,424
0.05% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
3,677
shares
|
$219,185
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
3,672
shares
|
$218,887
0.03% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
3,671
shares
|
$218,828
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
3,665
shares
|
$218,470
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,650
shares
|
$217,576
0.05% of portfolio
|
Q1 2024
Reduced 14.12%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
3,650
shares
|
$217,576
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
3,637
shares
|
$216,801
0.11% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
3,635
shares
|
$216,682
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
3,634
shares
|
$216,622
0.07% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
3,625
shares
|
$216,086
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
3,617
shares
|
$215,609
0.02% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
3,616
shares
|
$215,549
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
3,600
shares
|
$214,596
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
3,597
shares
|
$214,417
0.01% of portfolio
|
Q2 2025
Reduced 38.37%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
3,594
shares
|
$214,238
0.05% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
3,590
shares
|
$213,999
0.08% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,586
shares
|
$213,761
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
3,584
shares
|
$213,642
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
3,583
shares
|
$213,582
0.01% of portfolio
|
Q4 2024
Reduced 29.7%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
3,581
shares
|
$213,463
0.11% of portfolio
|
Q1 2025
Reduced 64.16%
|