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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
18,092
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
18,089
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2025
Reduced 15.3%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
18,029
shares
|
$1.05 Million
0.95% of portfolio
|
Q3 2025
Added 2904.83%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
18,000
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
17,987
shares
|
$1.05 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
17,978
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Sanders Morris Harris LLC
|
Oct 06, 2025 Q3 2025 |
17,951
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2025
Added 107.31%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
17,943
shares
|
$1.04 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
17,906
shares
|
$1.04 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
17,900
shares
|
$1.04 Million
0.42% of portfolio
|
Q2 2025
Added 588.46%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
17,861
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 45.31%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
17,818
shares
|
$1.04 Million
0.46% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 24, 2025 Q3 2025 |
17,610
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
17,578
shares
|
$1.02 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
17,465
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
17,371
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
17,352
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
17,324
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
17,272
shares
|
$1 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
17,205
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Added 108.47%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
17,196
shares
|
$999,603
0.14% of portfolio
|
Q3 2025
Reduced 33.15%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
17,133
shares
|
$995,941
0.04% of portfolio
|
Q3 2025
Reduced 15.18%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
17,023
shares
|
$989,546
0.09% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
16,998
shares
|
$988,093
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
16,993
shares
|
$987,803
0.31% of portfolio
|
Q3 2024
Reduced 0.71%
|
|