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 |
|---|---|---|---|---|---|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
3,000
shares
|
$196,530
0.02% of portfolio
|
Q1 2023
Reduced 19.09%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,995
shares
|
$196,202
0.01% of portfolio
|
Q4 2022
Added 2.46%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
2,970
shares
|
$194,564
0.13% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,966
shares
|
$194,302
0.04% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,961
shares
|
$193,975
0.02% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
2,948
shares
|
$193,123
0.04% of portfolio
|
Q1 2025
Added 280.88%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
2,932
shares
|
$192,075
0.04% of portfolio
|
Q4 2024
Added 40.83%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,931
shares
|
$192,009
0.07% of portfolio
|
Q4 2023
Reduced 16.47%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
2,900
shares
|
$189,979
0.19% of portfolio
|
Q2 2022
Reduced 14.71%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,900
shares
|
$189,979
0.07% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,899
shares
|
$189,913
0.03% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,875
shares
|
$188,341
0.1% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
2,850
shares
|
$186,703
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
2,800
shares
|
$183,428
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,779
shares
|
$182,052
0.01% of portfolio
|
N/A
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,769
shares
|
$181,397
0.19% of portfolio
|
Q3 2022
Added 8.59%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
2,740
shares
|
$179,497
0.06% of portfolio
|
Q4 2023
Reduced 3.52%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
2,718
shares
|
$178,056
0.14% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
2,695
shares
|
$176,549
0.04% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
2,658
shares
|
$174,125
0.06% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
2,639
shares
|
$172,880
0.05% of portfolio
|
Q2 2025
Reduced 94.22%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
2,614
shares
|
$171,243
0.11% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,560
shares
|
$167,705
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,550
shares
|
$167,050
0.09% of portfolio
|
Q2 2023
Reduced 5.52%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
2,550
shares
|
$167,050
0.22% of portfolio
|
Q1 2025
Reduced 19.28%
|