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 2,228 institutions that hold shares in the stock, with a total of 997 Million shares, which have been reported (via 13F filing form) to have a value of $50.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
172,639
shares
|
$8.78 Million
0.2% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
171,798
shares
|
$8.74 Million
0.63% of portfolio
|
Q3 2024
Reduced 31.81%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
171,003
shares
|
$8.7 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
169,437
shares
|
$8.62 Million
1.01% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
169,314
shares
|
$8.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
163,302
shares
|
$8.31 Million
2.98% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
162,388
shares
|
$8.26 Million
0.17% of portfolio
|
Q2 2024
Added 1.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
162,061
shares
|
$8.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
157,027
shares
|
$7.99 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
155,250
shares
|
$7.9 Million
1.31% of portfolio
|
Q3 2024
Reduced 16.19%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
154,022
shares
|
$7.84 Million
0.36% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Newport Trust CO
Washington, DC |
Nov 14, 2024 Q3 2024 |
153,999
shares
|
$7.83 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
153,129
shares
|
$7.79 Million
0.12% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
152,618
shares
|
$7.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
152,494
shares
|
$7.76 Million
1.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
151,772
shares
|
$7.72 Million
0.2% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
151,695
shares
|
$7.72 Million
0.04% of portfolio
|
Q2 2023
Reduced 54.83%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
149,925
shares
|
$7.63 Million
0.23% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
148,814
shares
|
$7.57 Million
0.12% of portfolio
|
Q3 2024
Added 91.62%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
147,306
shares
|
$7.49 Million
0.5% of portfolio
|
Q3 2024
Added 14.08%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
146,061
shares
|
$7.43 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Nov 07, 2024 Q3 2024 |
145,180
shares
|
$7.39 Million
4.03% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
141,658
shares
|
$7.21 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
140,649
shares
|
$7.15 Million
1.18% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
140,222
shares
|
$7.13 Million
0.89% of portfolio
|
Q4 2024
Reduced 4.19%
|