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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
2,082
shares
|
$136,391
0.07% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,069
shares
|
$135,540
0.05% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,034
shares
|
$133,247
0.01% of portfolio
|
Q2 2023
Reduced 7.17%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
2,032
shares
|
$133,116
0.02% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,027
shares
|
$132,788
0.07% of portfolio
|
Q2 2022
Reduced 47.76%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$131,020
0.02% of portfolio
|
Q4 2024
Added 81.82%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,998
shares
|
$130,888
0.0% of portfolio
|
Q2 2025
Added 30.76%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,979
shares
|
$129,644
0.03% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,949
shares
|
$127,678
0.04% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
1,935
shares
|
$126,761
0.01% of portfolio
|
Q2 2025
Reduced 29.74%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,887
shares
|
$123,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,836
shares
|
$120,276
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,816
shares
|
$118,966
0.04% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,813
shares
|
$118,769
0.05% of portfolio
|
Q2 2025
Added 27.59%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,794
shares
|
$117,524
0.02% of portfolio
|
Q2 2025
Reduced 32.73%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,790
shares
|
$117,262
0.07% of portfolio
|
Q2 2025
Added 12.58%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,771
shares
|
$116,018
0.05% of portfolio
|
Q2 2025
Added 410.37%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,762
shares
|
$115,428
0.01% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
1,725
shares
|
$113,004
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,714
shares
|
$112,284
0.04% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
1,663
shares
|
$108,943
0.02% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,661
shares
|
$108,812
0.01% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
1,602
shares
|
$104,947
0.03% of portfolio
|
Q1 2024
Reduced 7.51%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
1,600
shares
|
$104,816
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
1,600
shares
|
$104,816
0.0% of portfolio
|
Q4 2024
Added 6.67%
|