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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
21,873
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2025
Reduced 13.61%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
21,867
shares
|
$1.27 Million
0.24% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
21,857
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
21,811
shares
|
$1.27 Million
0.13% of portfolio
|
Q3 2025
Reduced 45.33%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
21,784
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
Added 47.78%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
21,767
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
21,746
shares
|
$1.26 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
21,726
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Added 25.58%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
21,725
shares
|
$1.26 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
21,717
shares
|
$1.26 Million
0.21% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
21,670
shares
|
$1.26 Million
0.15% of portfolio
|
Q3 2025
Reduced 26.32%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
21,667
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Reduced 40.43%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
21,603
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
21,601
shares
|
$1.26 Million
0.18% of portfolio
|
Q2 2024
Added 56.69%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
21,510
shares
|
$1.25 Million
1.04% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
21,401
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2024
Added 8.78%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
21,255
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2023
Reduced 3.04%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
21,204
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
21,136
shares
|
$1.23 Million
0.44% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
21,128
shares
|
$1.23 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
21,105
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2025
Added 202.06%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
21,103
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
21,086
shares
|
$1.23 Million
0.52% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
21,072
shares
|
$1.22 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
21,032
shares
|
$1.22 Million
0.75% of portfolio
|
Q3 2025
Added 6.05%
|
|