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 |
|---|---|---|---|---|---|
|
Stolper CO
|
Oct 10, 2025 Q3 2025 |
40,073
shares
|
$2.33 Million
0.8% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
40,004
shares
|
$2.33 Million
0.74% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
39,966
shares
|
$2.32 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
39,780
shares
|
$2.31 Million
0.46% of portfolio
|
Q3 2025
Reduced 18.53%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
39,666
shares
|
$2.31 Million
0.1% of portfolio
|
Q3 2025
Reduced 23.45%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
39,604
shares
|
$2.3 Million
0.07% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
39,486
shares
|
$2.3 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
39,076
shares
|
$2.27 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
39,026
shares
|
$2.27 Million
0.83% of portfolio
|
Q3 2025
New holding
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
38,901
shares
|
$2.26 Million
0.24% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
38,547
shares
|
$2.24 Million
0.45% of portfolio
|
Q4 2022
Reduced 2.2%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
38,404
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
38,114
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
38,086
shares
|
$2.21 Million
0.04% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
37,994
shares
|
$2.21 Million
0.06% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
37,542
shares
|
$2.18 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
37,287
shares
|
$2.17 Million
0.78% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
37,223
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2022
Added 173.78%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
37,205
shares
|
$2.16 Million
0.4% of portfolio
|
Q2 2023
Added 2.32%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
37,157
shares
|
$2.16 Million
1.61% of portfolio
|
Q3 2025
Added 19.43%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
37,115
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2025
Added 192.43%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
37,081
shares
|
$2.16 Million
0.35% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 12, 2025 Q3 2025 |
36,640
shares
|
$2.13 Million
0.19% of portfolio
|
Q3 2025
Reduced 19.19%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
36,489
shares
|
$2.12 Million
0.21% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
36,287
shares
|
$2.11 Million
0.09% of portfolio
|
Q3 2024
Added 2.83%
|
|