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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
3,634
shares
|
$238,063
0.07% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
3,619
shares
|
$237,080
0.03% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Aug 13, 2025 Q2 2025 |
3,618
shares
|
$237,015
0.08% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
3,612
shares
|
$236,622
0.01% of portfolio
|
Q2 2025
Reduced 96.21%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
3,605
shares
|
$236,163
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
3,602
shares
|
$235,967
0.06% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
3,600
shares
|
$235,836
0.17% of portfolio
|
Q2 2025
Added 125.0%
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
3,600
shares
|
$235,836
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
3,597
shares
|
$235,639
0.01% of portfolio
|
Q2 2025
Reduced 38.37%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
3,594
shares
|
$235,442
0.05% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
3,590
shares
|
$235,180
0.08% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
3,584
shares
|
$234,787
0.02% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
3,583
shares
|
$234,722
0.01% of portfolio
|
Q4 2024
Reduced 29.7%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
3,581
shares
|
$234,591
0.11% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
3,580
shares
|
$234,525
0.08% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,579
shares
|
$234,460
0.04% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,570
shares
|
$233,870
0.06% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
3,569
shares
|
$233,805
0.04% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,566
shares
|
$233,608
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,566
shares
|
$233,608
0.17% of portfolio
|
Q4 2024
Reduced 46.79%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
3,565
shares
|
$233,543
0.04% of portfolio
|
Q2 2025
Added 131.64%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
3,560
shares
|
$233,215
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
3,559
shares
|
$233,150
0.05% of portfolio
|
Q2 2025
Reduced 72.65%
|
|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,557
shares
|
$233,019
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,550
shares
|
$232,560
0.07% of portfolio
|
Q1 2025
New holding
|