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 |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
20,439
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
20,412
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
20,403
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 40.74%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
20,397
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
20,317
shares
|
$1.05 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
20,302
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
20,300
shares
|
$1.05 Million
0.52% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
20,207
shares
|
$1.04 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
20,192
shares
|
$1.04 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
20,156
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
20,113
shares
|
$1.04 Million
0.48% of portfolio
|
Q3 2024
Reduced 28.39%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
20,013
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
19,892
shares
|
$1.03 Million
0.15% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
19,804
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,779
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 62.43%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
19,772
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
19,750
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
19,645
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Added 115.03%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
19,513
shares
|
$1.01 Million
0.45% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
19,465
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
19,463
shares
|
$1 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
19,447
shares
|
$1 Million
0.05% of portfolio
|
Q4 2024
Added 54.65%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
19,420
shares
|
$1 Million
0.06% of portfolio
|
Q4 2024
Added 38.67%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
19,407
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
19,378
shares
|
$998,742
0.26% of portfolio
|
Q4 2024
Added 12.97%
|