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 |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
13,058
shares
|
$759,061
0.2% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
13,033
shares
|
$757,608
0.04% of portfolio
|
Q4 2022
Added 23.93%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
12,972
shares
|
$754,062
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
12,950
shares
|
$752,783
0.05% of portfolio
|
Q1 2024
Reduced 5.82%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
12,923
shares
|
$751,213
0.02% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
12,912
shares
|
$750,574
0.19% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
12,889
shares
|
$749,237
0.06% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
12,881
shares
|
$748,772
0.06% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Tevis Investment Management
|
Dec 02, 2025 Q3 2025 |
12,866
shares
|
$747,900
0.52% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
12,866
shares
|
$747,900
0.05% of portfolio
|
Q3 2025
Reduced 23.43%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,821
shares
|
$745,284
0.01% of portfolio
|
Q3 2022
Added 73.0%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
12,803
shares
|
$744,238
0.41% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
12,783
shares
|
$743,075
0.02% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
12,777
shares
|
$742,727
0.52% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
12,761
shares
|
$741,796
0.01% of portfolio
|
Q3 2025
Added 57.52%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
12,739
shares
|
$740,518
0.27% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
12,702
shares
|
$738,367
0.13% of portfolio
|
Q3 2025
Reduced 18.88%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
12,688
shares
|
$737,553
0.12% of portfolio
|
Q3 2025
Added 45.42%
|
|
|
Resolute Advisors LLC
|
Nov 13, 2025 Q3 2025 |
12,678
shares
|
$736,972
0.22% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
12,676
shares
|
$736,855
0.29% of portfolio
|
Q3 2025
Added 34.46%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
12,675
shares
|
$736,797
0.15% of portfolio
|
Q3 2025
Added 20.99%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
12,650
shares
|
$735,344
0.18% of portfolio
|
Q4 2022
Added 3.27%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
12,641
shares
|
$734,821
0.05% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,623
shares
|
$733,774
0.01% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
12,574
shares
|
$730,926
0.41% of portfolio
|
Q4 2024
Added 7.64%
|
|