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 |
|---|---|---|---|---|---|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
26,233
shares
|
$1.52 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
26,220
shares
|
$1.52 Million
0.1% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
26,196
shares
|
$1.52 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
26,171
shares
|
$1.52 Million
0.31% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
26,155
shares
|
$1.52 Million
0.38% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
26,129
shares
|
$1.52 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
26,126
shares
|
$1.52 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
26,063
shares
|
$1.52 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
25,961
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
25,922
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.41%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
25,883
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2024
Added 186.38%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
25,743
shares
|
$1.5 Million
0.22% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
25,693
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Added 70.64%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
25,649
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
25,630
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
25,439
shares
|
$1.48 Million
0.24% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
25,397
shares
|
$1.48 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
25,202
shares
|
$1.46 Million
0.78% of portfolio
|
Q3 2025
Added 19.49%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
25,113
shares
|
$1.46 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
24,906
shares
|
$1.45 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
24,895
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
24,883
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
24,777
shares
|
$1.44 Million
1.61% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
24,705
shares
|
$1.44 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
24,642
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2025
Reduced 67.85%
|
|