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 |
|---|---|---|---|---|---|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
2,180
shares
|
$129,949
0.02% of portfolio
|
Q2 2025
Reduced 19.65%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
2,177
shares
|
$129,770
0.04% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,172
shares
|
$129,472
0.05% of portfolio
|
Q2 2025
Reduced 35.53%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,157
shares
|
$128,578
3.41% of portfolio
|
Q3 2024
Reduced 97.92%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
2,155
shares
|
$128,459
0.05% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
2,116
shares
|
$126,134
0.3% of portfolio
|
Q2 2022
Reduced 77.24%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
2,100
shares
|
$125,181
0.09% of portfolio
|
Q4 2024
Added 61.54%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
2,100
shares
|
$125,181
0.04% of portfolio
|
Q2 2023
Added 110.0%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
2,100
shares
|
$125,181
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
2,094
shares
|
$124,823
0.04% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
2,082
shares
|
$124,108
0.07% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,069
shares
|
$123,333
0.05% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
2,043
shares
|
$121,783
0.05% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,034
shares
|
$121,246
0.01% of portfolio
|
Q2 2023
Reduced 7.17%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
2,032
shares
|
$121,127
0.02% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
2,031
shares
|
$121,067
0.02% of portfolio
|
Q1 2025
Reduced 18.27%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,027
shares
|
$120,829
0.07% of portfolio
|
Q2 2022
Reduced 47.76%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
2,000
shares
|
$119,220
0.03% of portfolio
|
Q4 2024
Added 81.82%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
1,998
shares
|
$119,100
0.03% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,979
shares
|
$117,968
0.03% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
1,887
shares
|
$112,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,887
shares
|
$112,484
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,840
shares
|
$109,682
0.01% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,836
shares
|
$109,443
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,828
shares
|
$108,967
0.03% of portfolio
|
Q4 2024
Added 0.27%
|