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 |
|---|---|---|---|---|---|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
977
shares
|
$57,564
0.05% of portfolio
|
Q4 2024
Added 330.4%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
952
shares
|
$56,091
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
938
shares
|
$55,266
0.0% of portfolio
|
Q4 2023
Reduced 10.84%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
906
shares
|
$53,381
0.02% of portfolio
|
Q2 2025
Reduced 24.88%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
866
shares
|
$51,024
0.03% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
860
shares
|
$50,671
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
850
shares
|
$50,082
0.01% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
846
shares
|
$49,846
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
842
shares
|
$49,610
0.04% of portfolio
|
Q1 2024
Reduced 12.29%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
816
shares
|
$48,078
0.02% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
815
shares
|
$48,019
0.03% of portfolio
|
Q2 2022
Reduced 15.37%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
814
shares
|
$47,960
0.0% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
812
shares
|
$47,843
0.04% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
800
shares
|
$47,136
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
800
shares
|
$47,136
0.03% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
797
shares
|
$46,959
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
786
shares
|
$46,311
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
783
shares
|
$46,134
0.01% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
772
shares
|
$45,486
0.0% of portfolio
|
Q1 2025
Added 15340.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
755
shares
|
$44,484
0.0% of portfolio
|
Q4 2024
Added 228.26%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
750
shares
|
$44,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
749
shares
|
$44,131
0.04% of portfolio
|
Q1 2025
Added 34.47%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
747
shares
|
$44,013
0.04% of portfolio
|
Q1 2025
Added 150.67%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
742
shares
|
$43,718
0.04% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
741
shares
|
$43,659
0.04% of portfolio
|
Q1 2025
New holding
|