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 |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
11,094
shares
|
$644,894
0.2% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
11,088
shares
|
$644,545
0.39% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
11,079
shares
|
$644,022
0.03% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
11,017
shares
|
$640,418
0.04% of portfolio
|
Q4 2023
Reduced 5.06%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
11,009
shares
|
$639,953
0.27% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
10,994
shares
|
$639,081
0.0% of portfolio
|
Q2 2025
Reduced 99.25%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
10,966
shares
|
$637,453
0.22% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
10,954
shares
|
$636,756
0.18% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
10,951
shares
|
$636,581
0.05% of portfolio
|
Q3 2025
Reduced 19.61%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
10,941
shares
|
$636,000
0.05% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
10,937
shares
|
$635,767
0.11% of portfolio
|
Q3 2025
Added 438.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
10,933
shares
|
$635,535
0.03% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
10,931
shares
|
$635,419
0.08% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
10,923
shares
|
$634,953
0.01% of portfolio
|
Q3 2025
Reduced 29.22%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
10,921
shares
|
$634,837
0.16% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
10,895
shares
|
$633,326
0.12% of portfolio
|
Q3 2025
Added 70.34%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
10,876
shares
|
$632,221
0.16% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
10,868
shares
|
$631,756
0.06% of portfolio
|
Q3 2025
Added 144.5%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
10,850
shares
|
$630,710
0.16% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
10,848
shares
|
$630,594
0.04% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
10,848
shares
|
$630,594
0.02% of portfolio
|
Q3 2025
Reduced 18.53%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
10,846
shares
|
$630,477
0.09% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
10,846
shares
|
$630,477
0.1% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
10,838
shares
|
$630,012
0.21% of portfolio
|
Q3 2025
Reduced 17.63%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
10,830
shares
|
$629,547
0.34% of portfolio
|
Q3 2025
Reduced 23.49%
|
|