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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,620
shares
|
$442,950
0.04% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Element Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,614
shares
|
$442,601
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
7,605
shares
|
$442,078
0.35% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
7,603
shares
|
$441,962
0.16% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
7,600
shares
|
$441,788
0.35% of portfolio
|
Q2 2025
Added 24416.13%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
7,598
shares
|
$441,671
0.02% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
7,596
shares
|
$441,555
0.35% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,588
shares
|
$441,090
0.23% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
7,582
shares
|
$440,741
0.11% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
7,572
shares
|
$440,160
0.08% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
7,566
shares
|
$439,811
0.04% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
7,549
shares
|
$438,823
0.08% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
7,532
shares
|
$437,835
0.14% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
7,530
shares
|
$437,718
0.23% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
7,522
shares
|
$437,253
0.06% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
7,511
shares
|
$436,614
0.09% of portfolio
|
Q3 2025
Added 27.07%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
7,465
shares
|
$433,940
0.06% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,464
shares
|
$433,882
0.04% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,447
shares
|
$432,894
0.07% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,441
shares
|
$432,545
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
7,417
shares
|
$431,150
0.06% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
7,402
shares
|
$430,278
0.29% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
7,386
shares
|
$429,348
0.18% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
7,372
shares
|
$428,534
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
7,358
shares
|
$427,720
0.05% of portfolio
|
Q3 2025
Reduced 30.91%
|
|