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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
7,110
shares
|
$413,304
0.18% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
7,102
shares
|
$412,839
0.22% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,055
shares
|
$410,107
0.02% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
7,045
shares
|
$409,525
0.18% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
7,025
shares
|
$408,363
0.04% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
7,021
shares
|
$408,130
0.06% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
7,019
shares
|
$408,014
0.14% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
6,994
shares
|
$406,561
0.04% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
6,987
shares
|
$406,154
0.13% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
6,982
shares
|
$405,863
0.2% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
6,970
shares
|
$405,166
0.04% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
6,966
shares
|
$404,933
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
6,960
shares
|
$404,584
0.08% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
6,925
shares
|
$402,550
0.08% of portfolio
|
Q1 2024
Reduced 14.05%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,901
shares
|
$401,155
0.01% of portfolio
|
Q4 2023
Added 0.06%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,900
shares
|
$401,097
0.21% of portfolio
|
Q3 2025
Reduced 17.49%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
6,891
shares
|
$400,573
0.07% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
6,872
shares
|
$399,469
0.13% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
6,871
shares
|
$399,411
0.21% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
6,871
shares
|
$399,411
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
6,859
shares
|
$398,713
0.03% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
6,840
shares
|
$397,609
0.26% of portfolio
|
Q3 2025
Added 28.09%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
6,834
shares
|
$397,260
0.02% of portfolio
|
Q3 2025
Added 26.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
6,827
shares
|
$396,853
0.02% of portfolio
|
Q3 2025
Reduced 36.44%
|
|
|
Cohen Investment Advisors LLC
|
Oct 14, 2025 Q3 2025 |
6,809
shares
|
$395,807
0.22% of portfolio
|
Q3 2025
Reduced 2.31%
|
|