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 2,325 institutions that hold shares in the stock, with a total of 1.01 Billion shares, which have been reported (via 13F filing form) to have a value of $54.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
144
shares
|
$7,754
0.0% of portfolio
|
Q1 2024
Reduced 98.24%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
139
shares
|
$7,485
0.0% of portfolio
|
Q3 2024
Added 21.93%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
135
shares
|
$7,269
0.0% of portfolio
|
Q4 2024
Added 53.41%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
124
shares
|
$6,677
0.0% of portfolio
|
Q2 2024
Added 24.0%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
100
shares
|
$5,385
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$5,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
100
shares
|
$5,385
0.0% of portfolio
|
Q1 2024
Reduced 32.43%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
100
shares
|
$5,385
0.0% of portfolio
|
Q4 2024
Reduced 98.41%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
100
shares
|
$5,385
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
91
shares
|
$4,900
0.0% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
89
shares
|
$4,792
0.0% of portfolio
|
Q3 2024
Added 304.55%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
87
shares
|
$4,684
0.0% of portfolio
|
Q2 2024
Added 16.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
79
shares
|
$4,254
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
77
shares
|
$4,146
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
75
shares
|
$4,038
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
72
shares
|
$3,877
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
70
shares
|
$3,769
0.0% of portfolio
|
Q3 2021
Reduced 80.56%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
70
shares
|
$3,769
0.0% of portfolio
|
Q3 2024
Reduced 97.15%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
69
shares
|
$3,715
0.0% of portfolio
|
Q3 2024
Reduced 84.42%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
69
shares
|
$3,715
0.0% of portfolio
|
Q3 2024
Reduced 90.98%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
67
shares
|
$3,607
0.15% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
66
shares
|
$3,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
60
shares
|
$3,231
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
60
shares
|
$3,231
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
51
shares
|
$2,746
0.0% of portfolio
|
Q3 2024
New holding
|