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 |
|---|---|---|---|---|---|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
352
shares
|
$20,461
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
345
shares
|
$20,054
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
345
shares
|
$20,054
0.01% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
343
shares
|
$19,938
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
337
shares
|
$19,589
0.01% of portfolio
|
Q4 2024
Added 34.8%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
336
shares
|
$19,531
0.0% of portfolio
|
Q3 2025
Added 56.28%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
313
shares
|
$18,194
0.0% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
311
shares
|
$18,078
0.0% of portfolio
|
Q3 2025
Reduced 23.59%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
308
shares
|
$17,904
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
306
shares
|
$17,787
0.01% of portfolio
|
Q1 2024
Reduced 67.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
305
shares
|
$17,729
0.0% of portfolio
|
Q2 2024
Reduced 20.78%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
302
shares
|
$17,555
0.0% of portfolio
|
Q3 2025
Reduced 95.22%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
300
shares
|
$17,439
0.0% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
300
shares
|
$17,439
0.01% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
291
shares
|
$16,915
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
286
shares
|
$16,625
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
276
shares
|
$16,043
0.01% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
274
shares
|
$15,927
0.01% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
273
shares
|
$15,869
0.0% of portfolio
|
Q3 2025
Reduced 97.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
271
shares
|
$15,753
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
262
shares
|
$15,230
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
256
shares
|
$14,881
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
254
shares
|
$14,765
0.0% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
250
shares
|
$14,532
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
248
shares
|
$14,416
0.0% of portfolio
|
Q3 2025
New holding
|
|