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 |
|---|---|---|---|---|---|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
15,252
shares
|
$886,598
0.06% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
15,233
shares
|
$885,494
0.17% of portfolio
|
Q3 2025
Added 24.48%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
15,228
shares
|
$885,203
0.34% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
15,214
shares
|
$884,389
0.48% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
15,210
shares
|
$884,157
0.28% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
15,178
shares
|
$882,297
0.04% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
15,162
shares
|
$881,367
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
15,126
shares
|
$879,274
0.02% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
15,112
shares
|
$878,460
0.31% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
15,031
shares
|
$873,752
0.17% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
15,016
shares
|
$872,880
0.08% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Arnhold LLC
|
Nov 07, 2025 Q3 2025 |
15,000
shares
|
$871,950
0.09% of portfolio
|
Q4 2023
Reduced 77.84%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
15,000
shares
|
$871,950
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
14,983
shares
|
$870,961
0.16% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
14,975
shares
|
$870,496
0.05% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
14,973
shares
|
$870,380
0.05% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
14,933
shares
|
$868,055
0.23% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
14,927
shares
|
$867,706
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
14,912
shares
|
$866,834
0.68% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
14,878
shares
|
$864,858
0.09% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,850
shares
|
$863,230
0.04% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
14,813
shares
|
$861,079
0.11% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
14,777
shares
|
$858,987
0.11% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
14,754
shares
|
$857,650
0.27% of portfolio
|
Q4 2022
Reduced 97.81%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
14,733
shares
|
$856,429
0.07% of portfolio
|
Q3 2025
Added 2.75%
|
|