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 |
|---|---|---|---|---|---|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
49,075
shares
|
$2.85 Million
0.15% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
48,830
shares
|
$2.84 Million
0.09% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
48,699
shares
|
$2.83 Million
0.05% of portfolio
|
Q3 2025
Added 22.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
48,619
shares
|
$2.83 Million
0.07% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Clark Estates Inc
New York, NY |
Nov 10, 2025 Q3 2025 |
48,613
shares
|
$2.83 Million
0.97% of portfolio
|
Q1 2025
Reduced 27.51%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
48,498
shares
|
$2.82 Million
0.2% of portfolio
|
Q3 2025
Added 22.65%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
48,340
shares
|
$2.81 Million
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
48,319
shares
|
$2.81 Million
0.14% of portfolio
|
Q3 2025
Added 25.85%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
48,299
shares
|
$2.81 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,687
shares
|
$2.77 Million
0.08% of portfolio
|
Q3 2022
Added 15.57%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
47,630
shares
|
$2.77 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
47,414
shares
|
$2.76 Million
0.04% of portfolio
|
Q2 2024
Added 6.39%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
47,381
shares
|
$2.75 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
47,324
shares
|
$2.75 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
47,219
shares
|
$2.74 Million
2.08% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
47,187
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
47,122
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
47,021
shares
|
$2.73 Million
0.08% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
46,914
shares
|
$2.73 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
46,568
shares
|
$2.71 Million
0.47% of portfolio
|
Q3 2020
Reduced 1.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
46,474
shares
|
$2.7 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
46,428
shares
|
$2.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
46,409
shares
|
$2.7 Million
1.73% of portfolio
|
Q4 2024
Reduced 49.76%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
46,388
shares
|
$2.7 Million
0.15% of portfolio
|
Q4 2024
Reduced 33.42%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
46,347
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.96%
|
|