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 |
|---|---|---|---|---|---|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
21,027
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
21,000
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2021
Reduced 10.26%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
20,989
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2025
Added 321.72%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
20,945
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
20,944
shares
|
$1.22 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
20,845
shares
|
$1.21 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
20,838
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Added 20.24%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
20,761
shares
|
$1.21 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
20,760
shares
|
$1.21 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
20,647
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
20,598
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2024
Added 66.52%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
20,559
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
20,508
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Added 98.3%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
20,371
shares
|
$1.18 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
20,332
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2025
Reduced 50.08%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
20,328
shares
|
$1.18 Million
0.41% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
20,239
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
20,236
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
20,107
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
20,070
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2025
Added 411.86%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
19,942
shares
|
$1.16 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Quantessence Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,928
shares
|
$1.16 Million
0.42% of portfolio
|
Q3 2025
Reduced 43.7%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
19,819
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
19,697
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
19,622
shares
|
$1.14 Million
0.28% of portfolio
|
Q3 2025
Added 4.17%
|
|