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 |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
1,131
shares
|
$74,091
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
1,112
shares
|
$72,847
0.05% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
1,100
shares
|
$72,061
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,096
shares
|
$71,798
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
1,096
shares
|
$71,798
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
1,064
shares
|
$69,702
0.02% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
1,064
shares
|
$69,702
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
1,063
shares
|
$69,637
0.05% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,052
shares
|
$68,916
0.02% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,050
shares
|
$68,785
0.02% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,049
shares
|
$68,719
0.01% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,041
shares
|
$68,195
0.01% of portfolio
|
Q2 2025
Added 37.88%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
1,031
shares
|
$67,540
0.02% of portfolio
|
Q2 2025
Reduced 93.42%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
1,029
shares
|
$67,409
0.04% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
1,019
shares
|
$66,754
0.02% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
1,016
shares
|
$66,558
0.03% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
1,006
shares
|
$65,903
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,005
shares
|
$65,837
0.01% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$65,510
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$65,510
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$65,510
0.04% of portfolio
|
Q2 2024
Reduced 15.97%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
985
shares
|
$64,527
0.01% of portfolio
|
Q2 2025
Added 44.43%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
983
shares
|
$64,396
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
977
shares
|
$64,003
0.03% of portfolio
|
Q2 2025
Reduced 43.82%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
949
shares
|
$62,168
0.0% of portfolio
|
Q2 2025
Added 16.58%
|