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 |
|---|---|---|---|---|---|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
25,189
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2024
Added 27.2%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
25,000
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
24,900
shares
|
$1.28 Million
0.48% of portfolio
|
Q2 2024
Reduced 30.45%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
24,866
shares
|
$1.28 Million
0.3% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
24,820
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Added 98.54%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
24,817
shares
|
$1.28 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
24,759
shares
|
$1.28 Million
0.06% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
24,557
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
24,304
shares
|
$1.25 Million
0.14% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
24,297
shares
|
$1.25 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,242
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2022
Added 97.6%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
24,191
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
24,186
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
24,149
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2024
Reduced 57.02%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
24,145
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
23,998
shares
|
$1.24 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
23,850
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2024
Added 42.75%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
23,662
shares
|
$1.22 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
23,600
shares
|
$1.22 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
23,598
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
23,501
shares
|
$1.21 Million
0.06% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
23,456
shares
|
$1.21 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
23,294
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2023
Reduced 2.69%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
23,281
shares
|
$1.2 Million
0.65% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
23,270
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.79%
|