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 |
|---|---|---|---|---|---|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
450
shares
|
$26,514
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
447
shares
|
$26,337
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
442
shares
|
$26,042
0.02% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
435
shares
|
$25,630
0.03% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
434
shares
|
$25,571
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
422
shares
|
$24,864
0.01% of portfolio
|
Q3 2023
Added 9.33%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
419
shares
|
$24,687
0.01% of portfolio
|
Q2 2025
Reduced 34.12%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
416
shares
|
$24,510
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
415
shares
|
$24,451
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
415
shares
|
$24,451
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
408
shares
|
$24,039
0.01% of portfolio
|
Q1 2025
Reduced 30.85%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
400
shares
|
$23,568
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
400
shares
|
$23,568
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
399
shares
|
$23,509
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
398
shares
|
$23,450
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
394
shares
|
$23,214
0.01% of portfolio
|
Q1 2025
Added 319.15%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
392
shares
|
$23,096
0.01% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
374
shares
|
$22,036
0.0% of portfolio
|
Q3 2024
Reduced 76.97%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
370
shares
|
$21,800
0.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
370
shares
|
$21,800
0.0% of portfolio
|
Q4 2024
Added 59.48%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
353
shares
|
$20,798
0.01% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
353
shares
|
$20,798
0.01% of portfolio
|
Q3 2024
Reduced 36.05%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
347
shares
|
$20,445
0.01% of portfolio
|
Q1 2025
Added 54.22%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
342
shares
|
$20,150
0.01% of portfolio
|
Q1 2025
Reduced 59.91%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
337
shares
|
$19,856
0.01% of portfolio
|
Q4 2024
Added 34.8%
|