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 |
|---|---|---|---|---|---|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
36,223
shares
|
$2.11 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
36,179
shares
|
$2.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
36,045
shares
|
$2.1 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
36,010
shares
|
$2.09 Million
0.58% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
35,990
shares
|
$2.09 Million
2.21% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
35,985
shares
|
$2.09 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
35,686
shares
|
$2.07 Million
0.3% of portfolio
|
Q3 2025
Added 108.2%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
35,577
shares
|
$2.07 Million
1.09% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
35,500
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,474
shares
|
$2.06 Million
0.62% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
35,342
shares
|
$2.05 Million
0.02% of portfolio
|
Q2 2022
Reduced 68.97%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
35,264
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 07, 2025 Q3 2025 |
35,216
shares
|
$2.05 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
35,125
shares
|
$2.04 Million
0.12% of portfolio
|
Q3 2025
Reduced 16.64%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
35,082
shares
|
$2.04 Million
0.78% of portfolio
|
Q3 2025
Reduced 28.33%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
35,061
shares
|
$2.04 Million
0.59% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
35,027
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2025
Added 181.12%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
34,989
shares
|
$2.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
34,885
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
34,786
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
34,727
shares
|
$2.02 Million
1.05% of portfolio
|
Q2 2022
Reduced 0.86%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
34,649
shares
|
$2.01 Million
0.49% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
34,512
shares
|
$2.01 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
34,505
shares
|
$2.01 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
34,404
shares
|
$2 Million
0.03% of portfolio
|
Q3 2025
Added 2.08%
|
|