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 |
|---|---|---|---|---|---|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
7,355
shares
|
$427,546
0.22% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,330
shares
|
$426,092
0.02% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
7,318
shares
|
$425,395
0.02% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
7,318
shares
|
$425,395
0.02% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
7,307
shares
|
$424,755
0.04% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
7,300
shares
|
$424,349
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,295
shares
|
$424,058
0.11% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
7,274
shares
|
$422,837
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
7,265
shares
|
$422,314
0.09% of portfolio
|
Q2 2021
Added 62.71%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
7,265
shares
|
$422,314
0.06% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
7,265
shares
|
$422,314
0.25% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
7,261
shares
|
$422,081
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
7,248
shares
|
$421,326
0.04% of portfolio
|
Q3 2023
Reduced 3.44%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
7,238
shares
|
$420,744
0.04% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
7,227
shares
|
$420,105
0.42% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
7,209
shares
|
$419,059
0.04% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
7,200
shares
|
$418,536
0.01% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
7,183
shares
|
$417,547
0.14% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
7,172
shares
|
$416,908
0.01% of portfolio
|
Q3 2025
Reduced 15.17%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
7,171
shares
|
$416,850
0.37% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
7,164
shares
|
$416,443
0.08% of portfolio
|
Q2 2022
Added 7.52%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
7,140
shares
|
$415,048
0.05% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
7,116
shares
|
$413,653
0.04% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
7,116
shares
|
$413,653
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
7,115
shares
|
$413,594
0.23% of portfolio
|
Q3 2025
Added 2.01%
|
|