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 |
|---|---|---|---|---|---|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
16,429
shares
|
$846,750
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
16,367
shares
|
$843,555
0.14% of portfolio
|
Q4 2024
Added 30.71%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
16,365
shares
|
$843,452
0.04% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
16,364
shares
|
$843,400
0.01% of portfolio
|
Q4 2024
Reduced 51.79%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
16,363
shares
|
$843,349
0.14% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
16,345
shares
|
$842,421
0.5% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
16,270
shares
|
$838,555
0.35% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,146
shares
|
$832,164
0.34% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
16,118
shares
|
$830,721
0.07% of portfolio
|
Q3 2024
Added 23.1%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
16,106
shares
|
$830,103
0.05% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
16,099
shares
|
$829,742
0.29% of portfolio
|
Q4 2021
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
16,097
shares
|
$829,639
0.02% of portfolio
|
Q3 2024
Added 20.42%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
16,086
shares
|
$829,072
0.09% of portfolio
|
Q1 2024
Reduced 18.4%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
15,992
shares
|
$824,227
0.21% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
15,924
shares
|
$820,722
0.05% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
15,893
shares
|
$819,125
0.05% of portfolio
|
Q3 2022
Added 0.54%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
15,879
shares
|
$818,403
0.07% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
15,726
shares
|
$810,518
0.3% of portfolio
|
Q4 2024
Reduced 15.43%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
15,718
shares
|
$810,105
0.08% of portfolio
|
Q4 2022
Reduced 0.01%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
15,704
shares
|
$809,384
0.04% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
15,696
shares
|
$808,971
0.29% of portfolio
|
Q1 2024
Added 1.62%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
15,695
shares
|
$808,920
0.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
15,686
shares
|
$808,456
0.01% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
15,676
shares
|
$807,941
0.05% of portfolio
|
Q3 2024
Added 42.32%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
15,615
shares
|
$804,797
0.21% of portfolio
|
Q4 2024
Reduced 0.57%
|