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 2,266 institutions that hold shares in the stock, with a total of 996 Million shares, which have been reported (via 13F filing form) to have a value of $51.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
33,645
shares
|
$1.73 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
33,470
shares
|
$1.73 Million
0.37% of portfolio
|
Q3 2022
Added 3.29%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
33,074
shares
|
$1.7 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
32,792
shares
|
$1.69 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
32,775
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
32,610
shares
|
$1.68 Million
0.08% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
32,444
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
32,408
shares
|
$1.67 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
32,393
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.05%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
32,212
shares
|
$1.66 Million
0.07% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
32,148
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
32,016
shares
|
$1.65 Million
0.91% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
32,005
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2024
Added 10.2%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
31,935
shares
|
$1.65 Million
0.28% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
31,892
shares
|
$1.64 Million
0.52% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
31,793
shares
|
$1.64 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
31,784
shares
|
$1.64 Million
1.28% of portfolio
|
Q3 2024
Added 95.57%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
31,688
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2022
Added 0.75%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
31,610
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Added 24.89%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
31,584
shares
|
$1.63 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
31,559
shares
|
$1.63 Million
0.23% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
31,506
shares
|
$1.62 Million
0.07% of portfolio
|
Q1 2024
Reduced 6.18%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
31,443
shares
|
$1.62 Million
0.08% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
31,427
shares
|
$1.62 Million
0.36% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
31,427
shares
|
$1.62 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.33%
|