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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,078
shares
|
$182,956
0.01% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
3,060
shares
|
$181,886
0.14% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
3,050
shares
|
$181,292
0.07% of portfolio
|
Q2 2024
Reduced 12.18%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
3,035
shares
|
$180,400
0.03% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,011
shares
|
$178,973
0.06% of portfolio
|
Q3 2023
Added 4.08%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
3,007
shares
|
$178,736
0.04% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
3,002
shares
|
$178,438
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
3,000
shares
|
$178,320
0.01% of portfolio
|
Q1 2023
Reduced 19.09%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,995
shares
|
$178,022
0.01% of portfolio
|
Q4 2022
Added 2.46%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,976
shares
|
$176,893
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
2,970
shares
|
$176,536
0.16% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
2,948
shares
|
$175,229
0.05% of portfolio
|
Q1 2025
Added 280.88%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,941
shares
|
$174,813
0.08% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
2,932
shares
|
$174,278
0.04% of portfolio
|
Q4 2024
Added 40.83%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,931
shares
|
$174,218
0.08% of portfolio
|
Q4 2023
Reduced 16.47%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
2,900
shares
|
$172,376
0.21% of portfolio
|
Q2 2022
Reduced 14.71%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,900
shares
|
$172,376
0.07% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,899
shares
|
$172,316
0.03% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,875
shares
|
$170,890
0.1% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
2,800
shares
|
$166,432
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,779
shares
|
$165,183
0.01% of portfolio
|
N/A
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,774
shares
|
$164,886
0.03% of portfolio
|
Q1 2025
Added 26.9%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,769
shares
|
$164,589
0.19% of portfolio
|
Q3 2022
Added 8.59%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
2,754
shares
|
$163,697
0.02% of portfolio
|
Q1 2025
Added 27.56%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
2,740
shares
|
$162,865
0.06% of portfolio
|
Q4 2023
Reduced 3.52%
|