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 |
|---|---|---|---|---|---|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
13,978
shares
|
$812,541
0.24% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
13,974
shares
|
$812,308
0.07% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
13,958
shares
|
$811,378
0.23% of portfolio
|
Q2 2025
Reduced 89.34%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
13,951
shares
|
$810,971
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
13,922
shares
|
$809,285
0.09% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
13,882
shares
|
$806,960
0.48% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
13,869
shares
|
$806,204
0.16% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
13,855
shares
|
$805,391
0.45% of portfolio
|
Q2 2023
Added 0.73%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2025 Q3 2025 |
13,826
shares
|
$803,705
0.07% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
13,780
shares
|
$801,031
0.34% of portfolio
|
Q3 2025
Reduced 37.98%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
13,780
shares
|
$801,031
0.5% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
13,720
shares
|
$797,543
0.02% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
13,706
shares
|
$796,729
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 31, 2025 Q3 2025 |
13,690
shares
|
$795,799
0.63% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
13,660
shares
|
$794,055
0.27% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
13,652
shares
|
$793,590
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
13,644
shares
|
$793,125
0.12% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
13,641
shares
|
$792,951
0.48% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
13,628
shares
|
$792,195
0.22% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
13,615
shares
|
$791,439
0.16% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,595
shares
|
$790,277
0.22% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
13,584
shares
|
$789,637
0.07% of portfolio
|
Q3 2025
Reduced 24.55%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
13,525
shares
|
$786,208
0.17% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
13,512
shares
|
$785,452
0.16% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
13,500
shares
|
$784,755
0.33% of portfolio
|
Q3 2025
Reduced 4.0%
|
|