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 |
|---|---|---|---|---|---|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
34,367
shares
|
$2 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
34,170
shares
|
$1.99 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
33,979
shares
|
$1.98 Million
0.15% of portfolio
|
Q4 2022
Added 5.07%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
33,906
shares
|
$1.97 Million
0.28% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
33,509
shares
|
$1.95 Million
0.07% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
33,470
shares
|
$1.95 Million
0.37% of portfolio
|
Q3 2022
Added 3.29%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
33,374
shares
|
$1.94 Million
0.81% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
33,182
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
33,168
shares
|
$1.93 Million
0.1% of portfolio
|
Q3 2025
Added 18.81%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
33,139
shares
|
$1.93 Million
0.94% of portfolio
|
Q3 2025
Reduced 20.79%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
33,074
shares
|
$1.92 Million
0.32% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
33,072
shares
|
$1.92 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
33,061
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
32,758
shares
|
$1.9 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
32,744
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
32,700
shares
|
$1.9 Million
0.48% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
32,612
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
32,321
shares
|
$1.88 Million
0.04% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
32,319
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
32,318
shares
|
$1.88 Million
0.28% of portfolio
|
Q3 2025
Reduced 39.12%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
32,235
shares
|
$1.87 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
32,173
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
32,154
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2025
Added 543.98%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
32,048
shares
|
$1.86 Million
0.16% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
32,026
shares
|
$1.86 Million
0.09% of portfolio
|
Q3 2025
Added 2.06%
|
|