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 |
---|---|---|---|---|---|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
741
shares
|
$43,659
0.04% of portfolio
|
Q1 2025
New holding
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
733
shares
|
$43,188
0.0% of portfolio
|
Q3 2024
Added 9.9%
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
732
shares
|
$43,129
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
731
shares
|
$43,070
0.02% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
728
shares
|
$42,893
0.01% of portfolio
|
Q1 2025
Added 11.15%
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
725
shares
|
$42,717
0.0% of portfolio
|
Q2 2025
Added 7.41%
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
725
shares
|
$42,717
0.0% of portfolio
|
Q1 2025
Added 4.02%
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
722
shares
|
$42,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
717
shares
|
$42,245
0.02% of portfolio
|
Q1 2025
Added 64.45%
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
710
shares
|
$41,833
0.02% of portfolio
|
Q4 2024
New holding
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
689
shares
|
$40,595
0.02% of portfolio
|
Q1 2025
Added 37.8%
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
677
shares
|
$39,888
0.01% of portfolio
|
Q1 2025
New holding
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
668
shares
|
$39,358
0.03% of portfolio
|
Q2 2024
Added 0.45%
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
666
shares
|
$39,240
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
664
shares
|
$39,122
0.02% of portfolio
|
Q1 2025
New holding
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
657
shares
|
$38,710
0.01% of portfolio
|
Q2 2025
Reduced 74.05%
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
654
shares
|
$38,533
0.02% of portfolio
|
Q2 2025
Added 1.08%
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
650
shares
|
$38,298
0.01% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
650
shares
|
$38,298
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
649
shares
|
$38,239
0.02% of portfolio
|
Q1 2024
Reduced 4.7%
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
645
shares
|
$38,003
0.02% of portfolio
|
Q4 2023
Reduced 7.99%
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
642
shares
|
$37,826
0.04% of portfolio
|
Q1 2025
Added 1.9%
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
640
shares
|
$37,708
0.08% of portfolio
|
Q1 2025
Reduced 37.74%
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
639
shares
|
$37,649
0.02% of portfolio
|
Q1 2025
Reduced 31.95%
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
635
shares
|
$37,414
0.03% of portfolio
|
Q3 2024
Reduced 64.99%
|