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 |
|---|---|---|---|---|---|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
12,045
shares
|
$700,175
0.06% of portfolio
|
Q3 2025
Reduced 45.36%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
11,998
shares
|
$697,443
0.28% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,979
shares
|
$696,339
0.33% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
11,971
shares
|
$695,874
0.57% of portfolio
|
Q3 2025
Added 17.72%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
11,904
shares
|
$691,979
0.07% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
11,885
shares
|
$690,875
0.03% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
11,879
shares
|
$690,526
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
11,858
shares
|
$689,305
0.52% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
11,855
shares
|
$689,131
0.19% of portfolio
|
Q2 2022
Added 2.37%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
11,780
shares
|
$684,771
0.37% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
11,745
shares
|
$682,736
0.16% of portfolio
|
Q3 2025
Added 298.41%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
11,742
shares
|
$682,562
0.19% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
11,723
shares
|
$681,457
0.05% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
11,712
shares
|
$680,818
0.05% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
11,705
shares
|
$680,411
0.33% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
11,659
shares
|
$677,737
0.15% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
11,639
shares
|
$676,575
0.09% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
11,627
shares
|
$675,877
0.07% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
11,627
shares
|
$675,877
0.89% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
11,614
shares
|
$675,121
0.48% of portfolio
|
Q4 2024
Reduced 47.16%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
11,599
shares
|
$674,249
0.05% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
11,591
shares
|
$673,784
0.04% of portfolio
|
Q3 2022
Added 1.83%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
11,581
shares
|
$673,203
0.14% of portfolio
|
Q1 2023
Reduced 2.79%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
11,559
shares
|
$671,924
0.16% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
11,538
shares
|
$670,703
0.4% of portfolio
|
Q2 2025
Reduced 8.19%
|
|