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 2,372 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 $53.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
156
shares
|
$8,313
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
152
shares
|
$8,100
0.0% of portfolio
|
Q3 2023
Reduced 74.11%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
150
shares
|
$7,993
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
150
shares
|
$7,993
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
150
shares
|
$7,993
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
139
shares
|
$7,407
0.0% of portfolio
|
Q3 2024
Added 21.93%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
135
shares
|
$7,194
0.0% of portfolio
|
Q4 2024
Added 55.17%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
135
shares
|
$7,194
0.0% of portfolio
|
Q4 2024
Added 53.41%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
124
shares
|
$6,607
0.0% of portfolio
|
Q2 2024
Added 24.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
116
shares
|
$6,181
0.0% of portfolio
|
Q4 2024
Reduced 94.16%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
100
shares
|
$5,329
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$5,329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
100
shares
|
$5,329
0.0% of portfolio
|
Q1 2024
Reduced 32.43%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
100
shares
|
$5,329
0.0% of portfolio
|
Q4 2024
Reduced 98.41%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
100
shares
|
$5,329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
94
shares
|
$5,009
0.0% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
91
shares
|
$4,849
0.0% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
79
shares
|
$4,209
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
75
shares
|
$3,996
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
74
shares
|
$3,943
0.0% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
72
shares
|
$3,836
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
70
shares
|
$3,730
0.0% of portfolio
|
Q3 2021
Reduced 80.56%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
67
shares
|
$3,570
0.15% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
66
shares
|
$3,517
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
60
shares
|
$3,197
0.0% of portfolio
|
Q2 2024
New holding
|