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 |
|---|---|---|---|---|---|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
56,200
shares
|
$3.27 Million
0.32% of portfolio
|
Q2 2025
Added 16.27%
|
|
|
Capital Wealth Planning, LLC
|
Nov 13, 2025 Q3 2025 |
55,809
shares
|
$3.24 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
55,806
shares
|
$3.24 Million
0.04% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
55,368
shares
|
$3.22 Million
0.06% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
55,268
shares
|
$3.21 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Donoghue Forlines LLC
|
Oct 29, 2025 Q3 2025 |
55,255
shares
|
$3.21 Million
1.15% of portfolio
|
Q3 2025
Added 124.68%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
55,074
shares
|
$3.2 Million
0.17% of portfolio
|
Q2 2022
Reduced 0.53%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
54,965
shares
|
$3.2 Million
0.21% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
54,935
shares
|
$3.19 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
54,933
shares
|
$3.19 Million
0.27% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
54,879
shares
|
$3.19 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
54,637
shares
|
$3.18 Million
0.37% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
54,366
shares
|
$3.16 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Contrarius Investment Management LTD
St. Helier, Y9 |
Nov 08, 2024 Q3 2024 |
54,359
shares
|
$3.16 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
54,291
shares
|
$3.16 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
54,082
shares
|
$3.14 Million
0.54% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
54,077
shares
|
$3.14 Million
0.31% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
54,030
shares
|
$3.14 Million
0.35% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
53,815
shares
|
$3.13 Million
0.07% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
53,627
shares
|
$3.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
53,538
shares
|
$3.11 Million
0.16% of portfolio
|
Q3 2022
Added 2.48%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
53,536
shares
|
$3.11 Million
0.13% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
53,236
shares
|
$3.09 Million
0.2% of portfolio
|
Q3 2025
Reduced 46.65%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
53,026
shares
|
$3.08 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
52,974
shares
|
$3.08 Million
0.07% of portfolio
|
Q3 2025
Added 15.27%
|
|