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 |
|---|---|---|---|---|---|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
943
shares
|
$61,775
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
938
shares
|
$61,448
0.0% of portfolio
|
Q4 2023
Reduced 10.84%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
921
shares
|
$60,334
0.01% of portfolio
|
Q2 2025
Added 56.9%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
906
shares
|
$59,352
0.02% of portfolio
|
Q2 2025
Reduced 24.88%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
905
shares
|
$59,286
0.0% of portfolio
|
Q2 2025
Reduced 46.35%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
873
shares
|
$57,190
0.05% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
850
shares
|
$55,683
0.01% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
846
shares
|
$55,421
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
842
shares
|
$55,159
0.03% of portfolio
|
Q1 2024
Reduced 12.29%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
839
shares
|
$54,962
0.0% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
825
shares
|
$54,045
0.0% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
819
shares
|
$53,652
0.03% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
819
shares
|
$53,652
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
815
shares
|
$53,390
0.03% of portfolio
|
Q2 2022
Reduced 15.37%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
812
shares
|
$53,194
0.04% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
800
shares
|
$52,408
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
797
shares
|
$52,211
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
790
shares
|
$51,752
0.01% of portfolio
|
Q2 2025
Reduced 61.1%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
787
shares
|
$51,556
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
786
shares
|
$51,490
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
765
shares
|
$50,115
0.0% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
750
shares
|
$49,132
0.04% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
750
shares
|
$49,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
742
shares
|
$48,608
0.03% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
741
shares
|
$48,542
0.03% of portfolio
|
Q1 2025
New holding
|