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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
29,908
shares
|
$1.74 Million
0.11% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
29,734
shares
|
$1.73 Million
0.28% of portfolio
|
Q3 2025
Added 14.19%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
29,723
shares
|
$1.73 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
29,722
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Oct 10, 2025 Q3 2025 |
29,671
shares
|
$1.72 Million
1.52% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
29,653
shares
|
$1.72 Million
0.12% of portfolio
|
Q3 2025
Added 23.0%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
29,272
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2024
Added 34.08%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
29,130
shares
|
$1.69 Million
0.2% of portfolio
|
Q3 2025
Reduced 72.91%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
29,076
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
28,926
shares
|
$1.68 Million
0.38% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
28,925
shares
|
$1.68 Million
0.34% of portfolio
|
Q3 2025
Added 97.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
28,845
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
28,818
shares
|
$1.68 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
28,805
shares
|
$1.67 Million
0.13% of portfolio
|
Q3 2025
Reduced 89.64%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
28,787
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2025
Added 23.83%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
28,622
shares
|
$1.66 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
28,595
shares
|
$1.66 Million
0.79% of portfolio
|
Q3 2025
Added 20.85%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
28,448
shares
|
$1.65 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
28,400
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
28,267
shares
|
$1.64 Million
0.65% of portfolio
|
Q3 2025
Added 23.43%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
28,229
shares
|
$1.64 Million
0.05% of portfolio
|
Q1 2023
Reduced 59.05%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
28,147
shares
|
$1.64 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
28,075
shares
|
$1.63 Million
0.19% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
27,882
shares
|
$1.62 Million
1.26% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
27,875
shares
|
$1.62 Million
0.52% of portfolio
|
Q3 2025
Added 23.43%
|
|