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 |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
2,116
shares
|
$121,881
0.3% of portfolio
|
Q2 2022
Reduced 77.24%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,113
shares
|
$121,708
0.02% of portfolio
|
Q4 2024
Added 19.78%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
2,100
shares
|
$120,960
0.07% of portfolio
|
Q4 2024
Added 61.54%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
2,100
shares
|
$120,960
0.04% of portfolio
|
Q2 2023
Added 110.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
2,095
shares
|
$120,672
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,081
shares
|
$119,865
0.06% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
2,077
shares
|
$119,635
0.04% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
2,065
shares
|
$118,944
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
2,053
shares
|
$118,252
0.03% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,034
shares
|
$117,158
0.01% of portfolio
|
Q2 2023
Reduced 7.17%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,027
shares
|
$116,755
0.07% of portfolio
|
Q2 2022
Reduced 47.76%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$115,200
0.02% of portfolio
|
Q4 2024
Added 81.82%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,998
shares
|
$115,084
0.03% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,979
shares
|
$113,990
0.03% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
1,957
shares
|
$112,723
0.01% of portfolio
|
Q1 2024
Reduced 13.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1,953
shares
|
$112,492
0.02% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,922
shares
|
$110,707
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,836
shares
|
$105,753
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
1,829
shares
|
$105,350
0.02% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,828
shares
|
$105,292
0.03% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
1,828
shares
|
$105,292
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,787
shares
|
$102,931
0.01% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,714
shares
|
$98,726
0.04% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
1,707
shares
|
$98,323
0.04% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,700
shares
|
$97,920
0.02% of portfolio
|
Q4 2024
Reduced 10.53%
|