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 |
|---|---|---|---|---|---|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
10,794
shares
|
$627,455
0.09% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
10,745
shares
|
$624,606
0.08% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
10,700
shares
|
$621,991
0.09% of portfolio
|
Q1 2021
New holding
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
10,688
shares
|
$621,293
0.32% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Bath Savings Trust CO
|
Oct 09, 2025 Q3 2025 |
10,676
shares
|
$620,595
0.07% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
10,676
shares
|
$620,595
0.51% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
10,647
shares
|
$618,910
0.09% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
10,641
shares
|
$618,561
0.11% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
10,600
shares
|
$616,178
0.21% of portfolio
|
Q4 2022
Added 10.98%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
10,574
shares
|
$614,666
0.03% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
10,565
shares
|
$614,143
0.06% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Oct 27, 2025 Q3 2025 |
10,553
shares
|
$613,445
0.41% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,549
shares
|
$613,213
0.09% of portfolio
|
Q3 2024
Added 39.33%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
10,534
shares
|
$612,341
0.09% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
10,520
shares
|
$611,527
0.07% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
10,503
shares
|
$610,539
0.03% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
10,487
shares
|
$609,609
0.24% of portfolio
|
Q3 2025
Reduced 20.05%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
10,479
shares
|
$609,144
0.29% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
10,458
shares
|
$607,923
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
10,440
shares
|
$606,877
0.11% of portfolio
|
Q1 2025
Reduced 55.47%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
10,371
shares
|
$602,866
0.11% of portfolio
|
Q3 2025
Added 125.75%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
10,343
shares
|
$601,238
0.1% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
10,333
shares
|
$600,657
0.13% of portfolio
|
Q3 2025
Added 189.52%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
10,329
shares
|
$600,424
0.11% of portfolio
|
Q3 2025
Added 28.52%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
10,312
shares
|
$599,436
0.04% of portfolio
|
Q3 2025
Added 0.18%
|
|