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 |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
10,295
shares
|
$598,448
0.04% of portfolio
|
Q3 2025
Reduced 23.47%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
10,267
shares
|
$596,820
0.22% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
10,253
shares
|
$596,006
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
10,219
shares
|
$594,030
0.01% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
10,190
shares
|
$592,344
0.05% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
10,134
shares
|
$589,089
0.08% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
10,132
shares
|
$588,973
0.0% of portfolio
|
Q3 2025
Added 75.45%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
10,105
shares
|
$587,403
0.06% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
10,100
shares
|
$587,113
0.02% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
10,100
shares
|
$587,113
0.21% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
10,088
shares
|
$586,415
0.48% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
10,086
shares
|
$586,299
0.09% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
10,083
shares
|
$586,124
0.14% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
10,079
shares
|
$585,892
0.04% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
10,068
shares
|
$585,252
0.2% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
10,064
shares
|
$585,020
0.38% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 04, 2025 Q3 2025 |
10,044
shares
|
$583,857
1.16% of portfolio
|
Q3 2025
Reduced 83.96%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
10,043
shares
|
$583,799
0.1% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Peak Financial Advisors LLC
|
Oct 08, 2025 Q3 2025 |
10,041
shares
|
$583,683
0.41% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
10,033
shares
|
$583,218
0.04% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
10,030
shares
|
$583,043
0.02% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
10,025
shares
|
$582,753
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$581,300
0.04% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
9,954
shares
|
$578,626
0.22% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
9,953
shares
|
$578,567
0.09% of portfolio
|
Q3 2025
Reduced 45.47%
|
|