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 |
|---|---|---|---|---|---|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
9,150
shares
|
$531,889
0.5% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
9,150
shares
|
$531,889
0.08% of portfolio
|
Q1 2023
Reduced 1.08%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
9,128
shares
|
$530,610
0.01% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
9,119
shares
|
$530,087
0.09% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
9,117
shares
|
$529,971
0.02% of portfolio
|
Q1 2023
Added 2.0%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,116
shares
|
$529,913
0.28% of portfolio
|
Q1 2023
Added 1.71%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
9,116
shares
|
$529,913
0.0% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
9,112
shares
|
$529,680
0.02% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
9,111
shares
|
$529,622
0.18% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
9,105
shares
|
$529,273
0.23% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,097
shares
|
$528,808
0.07% of portfolio
|
Q2 2025
Reduced 17.33%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
9,050
shares
|
$526,076
0.03% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
9,024
shares
|
$524,565
0.05% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
9,022
shares
|
$524,448
0.16% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
9,000
shares
|
$523,170
0.07% of portfolio
|
Q3 2020
Reduced 56.1%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
9,000
shares
|
$523,170
0.12% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
8,999
shares
|
$523,111
0.06% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
8,982
shares
|
$522,123
0.05% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,969
shares
|
$521,367
0.1% of portfolio
|
Q4 2020
Reduced 6.56%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
8,958
shares
|
$520,728
0.1% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
8,952
shares
|
$520,379
0.32% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
8,943
shares
|
$519,856
0.02% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
8,942
shares
|
$519,798
0.01% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
8,924
shares
|
$518,752
0.07% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
8,916
shares
|
$518,287
0.18% of portfolio
|
Q3 2025
Reduced 16.96%
|
|