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 2,550 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 $62.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$70,704
0.03% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,199
shares
|
$70,645
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
1,190
shares
|
$70,114
0.02% of portfolio
|
Q2 2020
Added 495.0%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,187
shares
|
$69,938
0.06% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,177
shares
|
$69,348
0.04% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,139
shares
|
$67,109
0.06% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
1,131
shares
|
$66,638
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,100
shares
|
$64,812
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,096
shares
|
$64,576
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
1,096
shares
|
$64,576
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,064
shares
|
$62,690
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,063
shares
|
$62,631
0.06% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,050
shares
|
$61,866
0.02% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,050
shares
|
$61,866
0.02% of portfolio
|
Q1 2025
Added 90.91%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
1,029
shares
|
$60,628
0.04% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1,019
shares
|
$60,039
0.02% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,019
shares
|
$60,039
0.01% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
1,016
shares
|
$59,862
0.03% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
1,015
shares
|
$59,803
0.0% of portfolio
|
Q1 2025
Added 2885.29%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,006
shares
|
$59,273
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,005
shares
|
$59,214
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$58,920
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$58,920
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
1,000
shares
|
$58,920
0.04% of portfolio
|
Q2 2024
Reduced 15.97%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
985
shares
|
$58,036
0.01% of portfolio
|
Q2 2025
Added 44.43%
|