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 |
|---|---|---|---|---|---|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,518
shares
|
$495,151
0.13% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
8,509
shares
|
$494,628
0.16% of portfolio
|
Q3 2025
Added 33.77%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
8,486
shares
|
$493,291
0.14% of portfolio
|
Q1 2023
Added 27.88%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
8,482
shares
|
$493,058
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
8,433
shares
|
$490,210
0.07% of portfolio
|
Q4 2024
Reduced 27.04%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
8,416
shares
|
$489,222
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
8,412
shares
|
$488,989
0.19% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
8,409
shares
|
$488,815
0.05% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
8,382
shares
|
$487,245
0.61% of portfolio
|
Q3 2023
Added 3.46%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
8,370
shares
|
$486,548
0.31% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
8,349
shares
|
$485,327
0.09% of portfolio
|
Q3 2025
Reduced 27.13%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
8,337
shares
|
$484,629
0.11% of portfolio
|
Q3 2025
Added 112.46%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
8,298
shares
|
$482,362
0.3% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 13, 2025 Q3 2025 |
8,296
shares
|
$482,246
0.17% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
8,295
shares
|
$482,188
0.16% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
8,290
shares
|
$481,897
0.04% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
8,284
shares
|
$481,548
0.19% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
8,264
shares
|
$480,386
0.17% of portfolio
|
Q1 2025
Added 45.9%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
8,262
shares
|
$480,270
0.03% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
8,244
shares
|
$479,223
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
8,241
shares
|
$479,049
0.06% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
8,232
shares
|
$478,526
0.03% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
8,223
shares
|
$478,002
0.08% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
8,220
shares
|
$477,828
0.2% of portfolio
|
Q3 2025
Added 14.21%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,219
shares
|
$477,770
0.02% of portfolio
|
Q4 2024
Added 1.42%
|
|