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 2,245 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 $51.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
284,783
shares
|
$14.8 Million
2.43% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
284,207
shares
|
$14.8 Million
0.17% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
280,880
shares
|
$14.6 Million
0.23% of portfolio
|
Q3 2024
Added 684.93%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
278,642
shares
|
$14.5 Million
0.23% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Artemis Investment Management LLP
|
Jan 16, 2025 Q4 2024 |
274,287
shares
|
$14.3 Million
0.22% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
272,452
shares
|
$14.2 Million
2.21% of portfolio
|
Q2 2024
Added 1.22%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
271,575
shares
|
$14.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
264,032
shares
|
$13.7 Million
1.57% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
258,610
shares
|
$13.5 Million
0.28% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
257,900
shares
|
$13.4 Million
0.47% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
251,485
shares
|
$13.1 Million
0.09% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
248,864
shares
|
$13 Million
0.14% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
240,454
shares
|
$12.5 Million
0.64% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
239,796
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2024
Added 25.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
238,174
shares
|
$12.4 Million
0.08% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
236,776
shares
|
$12.3 Million
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
227,914
shares
|
$11.9 Million
1.43% of portfolio
|
Q3 2024
Added 3091.63%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
227,641
shares
|
$11.8 Million
0.12% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
226,964
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
223,639
shares
|
$11.6 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
222,925
shares
|
$11.6 Million
0.12% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
221,037
shares
|
$11.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
220,640
shares
|
$11.5 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
219,321
shares
|
$11.4 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
218,803
shares
|
$11.4 Million
0.13% of portfolio
|
Q3 2024
Added 10.69%
|