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 |
---|---|---|---|---|---|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,813
shares
|
$108,072
0.05% of portfolio
|
Q2 2025
Added 27.59%
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,785
shares
|
$106,403
0.05% of portfolio
|
Q1 2025
New holding
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,771
shares
|
$105,569
0.05% of portfolio
|
Q2 2025
Added 410.37%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
1,739
shares
|
$103,661
0.05% of portfolio
|
Q1 2025
Added 1.87%
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
1,725
shares
|
$102,827
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,714
shares
|
$102,171
0.04% of portfolio
|
Q2 2022
Added 0.06%
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,687
shares
|
$100,562
0.01% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,661
shares
|
$99,012
0.01% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,610
shares
|
$95,972
0.01% of portfolio
|
Q1 2025
Added 9.0%
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,602
shares
|
$95,495
0.03% of portfolio
|
Q1 2024
Reduced 7.51%
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
1,600
shares
|
$95,376
0.08% of portfolio
|
Q2 2021
New holding
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
1,600
shares
|
$95,376
0.06% of portfolio
|
Q2 2023
New holding
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
1,600
shares
|
$95,376
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,590
shares
|
$94,779
0.06% of portfolio
|
Q4 2024
New holding
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,584
shares
|
$94,422
0.03% of portfolio
|
Q2 2025
Added 1.41%
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
1,575
shares
|
$93,885
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,565
shares
|
$93,289
0.05% of portfolio
|
Q1 2024
Added 4.33%
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
1,564
shares
|
$93,230
0.03% of portfolio
|
Q4 2024
Added 134.83%
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,528
shares
|
$91,084
0.0% of portfolio
|
Q1 2025
Added 43.47%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,524
shares
|
$90,845
0.02% of portfolio
|
Q1 2025
Added 1.94%
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,517
shares
|
$90,428
0.01% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,515
shares
|
$90,309
0.03% of portfolio
|
Q4 2024
New holding
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1,504
shares
|
$89,653
0.03% of portfolio
|
Q1 2025
Added 25.23%
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
1,500
shares
|
$89,415
0.02% of portfolio
|
Q2 2020
New holding
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,475
shares
|
$87,924
0.03% of portfolio
|
Q2 2025
Added 51.28%
|