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 |
|---|---|---|---|---|---|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
3,444
shares
|
$225,616
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
3,443
shares
|
$225,550
0.03% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
3,440
shares
|
$225,354
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
3,435
shares
|
$225,026
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
3,434
shares
|
$224,961
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,412
shares
|
$223,520
0.04% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
3,410
shares
|
$223,389
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
3,383
shares
|
$221,620
0.1% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
3,348
shares
|
$219,327
0.03% of portfolio
|
Q2 2025
Added 58.45%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
3,338
shares
|
$218,672
0.21% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
3,329
shares
|
$218,082
0.09% of portfolio
|
Q4 2024
Added 46.85%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
3,305
shares
|
$216,510
0.21% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
3,299
shares
|
$216,117
0.01% of portfolio
|
Q1 2025
Reduced 24.49%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,290
shares
|
$215,527
0.01% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
3,250
shares
|
$212,907
0.06% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,240
shares
|
$212,252
0.01% of portfolio
|
Q2 2023
Reduced 14.98%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,240
shares
|
$212,252
0.01% of portfolio
|
Q2 2023
Reduced 14.98%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,155
shares
|
$206,684
0.0% of portfolio
|
Q2 2025
Added 3526.44%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,128
shares
|
$204,915
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,085
shares
|
$202,098
0.09% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
3,068
shares
|
$200,984
0.06% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
3,050
shares
|
$199,805
0.06% of portfolio
|
Q2 2024
Reduced 12.18%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
3,035
shares
|
$198,822
0.03% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,011
shares
|
$197,250
0.06% of portfolio
|
Q3 2023
Added 4.08%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
3,002
shares
|
$196,661
0.13% of portfolio
|
Q4 2021
New holding
|