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 $61.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
87
shares
|
$5,044
0.0% of portfolio
|
Q1 2025
Reduced 35.56%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
79
shares
|
$4,580
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
78
shares
|
$4,522
0.0% of portfolio
|
Q1 2025
Reduced 84.52%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
75
shares
|
$4,348
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
75
shares
|
$4,348
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
70
shares
|
$4,058
0.0% of portfolio
|
Q3 2021
Reduced 80.56%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
68
shares
|
$3,942
0.0% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
66
shares
|
$3,826
0.0% of portfolio
|
Q2 2025
Added 214.29%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
May 15, 2025 Q1 2025 |
65
shares
|
$3,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
63
shares
|
$3,652
0.0% of portfolio
|
Q1 2025
Added 215.0%
|
|
|
Ninety One Uk LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
62
shares
|
$3,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
60
shares
|
$3,478
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
60
shares
|
$3,478
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
60
shares
|
$3,478
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
57
shares
|
$3,304
0.0% of portfolio
|
Q1 2025
Reduced 84.3%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
55
shares
|
$3,188
0.0% of portfolio
|
Q2 2025
Reduced 97.18%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
55
shares
|
$3,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
52
shares
|
$3,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
50
shares
|
$2,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
49
shares
|
$2,841
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
45
shares
|
$2,609
0.0% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
40
shares
|
$2,319
0.0% of portfolio
|
Q3 2024
Reduced 97.5%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
33
shares
|
$1,913
0.0% of portfolio
|
Q2 2025
Added 725.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
32
shares
|
$1,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
32
shares
|
$1,855
0.0% of portfolio
|
Q4 2024
New holding
|