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 |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
2,545
shares
|
$166,722
0.02% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,520
shares
|
$165,085
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,406
shares
|
$157,617
0.04% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
2,400
shares
|
$157,224
0.05% of portfolio
|
Q3 2020
Reduced 35.14%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
2,400
shares
|
$157,224
0.01% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
2,382
shares
|
$156,044
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
2,358
shares
|
$154,472
0.06% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,281
shares
|
$149,428
0.14% of portfolio
|
Q2 2023
Added 74.12%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
2,267
shares
|
$148,511
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,266
shares
|
$148,445
0.12% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
2,262
shares
|
$148,183
0.03% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
2,237
shares
|
$146,545
0.03% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,237
shares
|
$146,545
0.04% of portfolio
|
Q3 2023
Added 2.24%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
2,232
shares
|
$146,218
0.09% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
2,200
shares
|
$144,122
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
2,180
shares
|
$142,811
0.02% of portfolio
|
Q2 2025
Reduced 19.65%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,172
shares
|
$142,287
0.05% of portfolio
|
Q2 2025
Reduced 35.53%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,157
shares
|
$141,305
3.41% of portfolio
|
Q3 2024
Reduced 97.92%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
2,155
shares
|
$141,174
0.05% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
2,130
shares
|
$139,536
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
2,130
shares
|
$139,536
0.03% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
2,116
shares
|
$138,619
0.3% of portfolio
|
Q2 2022
Reduced 77.24%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
2,110
shares
|
$138,226
0.1% of portfolio
|
Q2 2025
Reduced 31.05%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
2,100
shares
|
$137,571
0.07% of portfolio
|
Q4 2024
Added 61.54%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
2,100
shares
|
$137,571
0.04% of portfolio
|
Q2 2023
Added 110.0%
|