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 2,711 institutions that hold shares in the stock, with a total of 1.04 Billion shares, which have been reported (via 13F filing form) to have a value of $60.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
649
shares
|
$37,726
0.02% of portfolio
|
Q1 2024
Reduced 4.7%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
645
shares
|
$37,493
0.02% of portfolio
|
Q4 2023
Reduced 7.99%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
643
shares
|
$37,377
0.01% of portfolio
|
Q3 2025
Reduced 18.3%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
640
shares
|
$37,203
0.07% of portfolio
|
Q1 2025
Reduced 37.74%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
639
shares
|
$37,145
0.01% of portfolio
|
Q3 2025
Added 634.48%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
635
shares
|
$36,912
0.01% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
631
shares
|
$36,680
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
618
shares
|
$35,924
0.01% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
614
shares
|
$35,691
0.02% of portfolio
|
Q2 2024
Reduced 70.12%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
600
shares
|
$34,878
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
600
shares
|
$34,878
0.01% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
600
shares
|
$34,878
0.03% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
587
shares
|
$34,122
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
583
shares
|
$33,889
0.02% of portfolio
|
Q2 2022
Added 66.57%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
577
shares
|
$33,541
0.0% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
553
shares
|
$32,145
0.03% of portfolio
|
Q3 2025
Reduced 95.07%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
541
shares
|
$31,448
0.01% of portfolio
|
Q2 2025
Reduced 18.77%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
539
shares
|
$31,332
0.01% of portfolio
|
Q2 2025
Added 334.68%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
535
shares
|
$31,099
0.02% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
530
shares
|
$30,808
0.03% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
530
shares
|
$30,808
0.03% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
520
shares
|
$30,227
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
519
shares
|
$30,169
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
513
shares
|
$29,820
0.02% of portfolio
|
Q4 2024
Reduced 95.98%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
500
shares
|
$29,065
0.0% of portfolio
|
Q3 2025
Reduced 36.71%
|
|