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 2,406 institutions that hold shares in the stock, with a total of 1.01 Billion shares, which have been reported (via 13F filing form) to have a value of $58.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
59,108
shares
|
$3.4 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
59,061
shares
|
$3.4 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Feb 07, 2025 Q4 2024 |
58,890
shares
|
$3.39 Million
2.3% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
58,801
shares
|
$3.39 Million
0.04% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
58,609
shares
|
$3.38 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
58,564
shares
|
$3.37 Million
0.06% of portfolio
|
Q4 2024
Added 117.57%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
58,368
shares
|
$3.36 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
58,110
shares
|
$3.35 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
57,378
shares
|
$3.3 Million
0.5% of portfolio
|
Q1 2024
Added 207.03%
|
|
|
Alta Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
57,216
shares
|
$3.3 Million
0.18% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
57,150
shares
|
$3.29 Million
0.22% of portfolio
|
Q4 2024
Reduced 30.28%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
57,127
shares
|
$3.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
57,104
shares
|
$3.29 Million
0.25% of portfolio
|
Q4 2022
Added 3.23%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
56,938
shares
|
$3.28 Million
1.51% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
56,436
shares
|
$3.25 Million
0.65% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
56,290
shares
|
$3.24 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
56,190
shares
|
$3.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
56,104
shares
|
$3.23 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
55,455
shares
|
$3.19 Million
0.06% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
55,303
shares
|
$3.19 Million
0.06% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
55,074
shares
|
$3.17 Million
0.17% of portfolio
|
Q2 2022
Reduced 0.53%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
54,868
shares
|
$3.16 Million
0.19% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
54,866
shares
|
$3.16 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
54,684
shares
|
$3.15 Million
0.16% of portfolio
|
Q4 2024
Added 29.08%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
54,616
shares
|
$3.15 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.51%
|