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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
9,950
shares
|
$578,393
0.16% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
9,912
shares
|
$576,184
0.04% of portfolio
|
Q4 2022
Added 0.58%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
9,904
shares
|
$575,719
0.08% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
9,880
shares
|
$574,324
0.2% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,871
shares
|
$573,801
0.13% of portfolio
|
Q4 2024
Reduced 25.28%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
9,871
shares
|
$573,801
0.08% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
9,860
shares
|
$573,161
0.22% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
9,857
shares
|
$572,987
0.28% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Fishman Jay A LTD
Troy, MI |
Nov 05, 2025 Q3 2025 |
9,835
shares
|
$571,708
0.06% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
9,801
shares
|
$569,732
0.41% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
9,796
shares
|
$569,441
0.12% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
9,782
shares
|
$568,627
0.09% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,781
shares
|
$568,569
0.07% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
9,781
shares
|
$568,569
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
9,779
shares
|
$568,453
0.02% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
9,779
shares
|
$568,453
0.0% of portfolio
|
Q3 2025
Added 61.98%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
9,777
shares
|
$568,337
0.01% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
9,758
shares
|
$567,232
0.13% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
9,719
shares
|
$564,965
0.11% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
9,718
shares
|
$564,907
0.5% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
9,694
shares
|
$563,512
0.15% of portfolio
|
Q3 2025
Added 18.32%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
9,693
shares
|
$563,454
0.09% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
9,669
shares
|
$562,058
0.28% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
October Effect LTD
Virginia Beach, VA |
Oct 31, 2025 Q3 2025 |
9,647
shares
|
$560,780
0.7% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
9,642
shares
|
$560,489
0.03% of portfolio
|
Q3 2025
Added 5.87%
|
|