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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
18,841
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 44.15%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
18,790
shares
|
$1.09 Million
0.56% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
18,641
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2022
Added 2.21%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
18,594
shares
|
$1.08 Million
0.78% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
18,579
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
18,489
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,454
shares
|
$1.07 Million
0.4% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
18,445
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
18,444
shares
|
$1.07 Million
0.41% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Fluent Financial, LLC
|
Oct 10, 2025 Q3 2025 |
18,426
shares
|
$1.07 Million
0.5% of portfolio
|
Q3 2025
Reduced 22.96%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
18,400
shares
|
$1.07 Million
0.2% of portfolio
|
Q1 2023
Added 165.4%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
18,355
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
18,347
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
18,307
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
18,300
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
18,285
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 262.44%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
18,280
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
18,260
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.23%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
18,231
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
18,223
shares
|
$1.06 Million
0.94% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
18,222
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
18,211
shares
|
$1.06 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
18,207
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2025
Added 105.8%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
18,160
shares
|
$1.06 Million
0.93% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
18,102
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2023
Reduced 6.71%
|
|