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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
66,320
shares
|
$3.86 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
65,745
shares
|
$3.82 Million
0.07% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Oct 22, 2025 Q3 2025 |
65,567
shares
|
$3.81 Million
3.1% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
65,542
shares
|
$3.81 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
65,092
shares
|
$3.78 Million
0.2% of portfolio
|
Q4 2023
Reduced 3.5%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
64,986
shares
|
$3.78 Million
1.11% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
64,555
shares
|
$3.75 Million
0.07% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
64,496
shares
|
$3.75 Million
2.28% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
64,229
shares
|
$3.73 Million
1.88% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
64,172
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
64,159
shares
|
$3.73 Million
0.1% of portfolio
|
Q3 2025
Reduced 25.72%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
63,914
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2025
Added 178.55%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
63,749
shares
|
$3.71 Million
1.75% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
63,636
shares
|
$3.7 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2025 Q3 2025 |
63,290
shares
|
$3.68 Million
1.26% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
62,870
shares
|
$3.65 Million
0.2% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
62,327
shares
|
$3.62 Million
0.21% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
62,238
shares
|
$3.62 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
61,923
shares
|
$3.6 Million
0.07% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 09, 2025 Q3 2025 |
61,856
shares
|
$3.6 Million
1.74% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
61,669
shares
|
$3.58 Million
0.63% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
61,548
shares
|
$3.58 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
61,533
shares
|
$3.58 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
61,529
shares
|
$3.58 Million
0.04% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
61,238
shares
|
$3.56 Million
0.15% of portfolio
|
Q3 2025
Added 207.78%
|
|