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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
23,220
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
23,100
shares
|
$1.34 Million
0.23% of portfolio
|
Q3 2025
Added 86.89%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
23,065
shares
|
$1.34 Million
1.08% of portfolio
|
Q3 2025
Added 106.97%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
22,963
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
22,881
shares
|
$1.33 Million
0.4% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,859
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
22,816
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Added 19.95%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
22,739
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2025
Added 27.6%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
22,718
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
22,670
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2023
Reduced 27.92%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
22,623
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
22,499
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
22,490
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
22,464
shares
|
$1.31 Million
0.45% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
22,372
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
22,350
shares
|
$1.3 Million
0.39% of portfolio
|
Q4 2021
Reduced 0.45%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
22,254
shares
|
$1.29 Million
0.36% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
22,106
shares
|
$1.29 Million
0.3% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
22,071
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Exeter Financial, LLC
|
Oct 06, 2025 Q3 2025 |
22,043
shares
|
$1.28 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
22,040
shares
|
$1.28 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
22,018
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
21,984
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
21,942
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
21,894
shares
|
$1.27 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.05%
|
|