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 |
|---|---|---|---|---|---|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
6,225
shares
|
$361,859
0.05% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
6,202
shares
|
$360,522
0.25% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Nov 03, 2025 Q3 2025 |
6,197
shares
|
$360,231
0.01% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
6,196
shares
|
$360,173
0.03% of portfolio
|
Q3 2025
Added 23.8%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
6,179
shares
|
$359,185
0.04% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
6,170
shares
|
$358,662
0.07% of portfolio
|
Q3 2025
Added 61.31%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
6,162
shares
|
$358,197
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
6,145
shares
|
$357,208
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,140
shares
|
$356,918
0.04% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
6,131
shares
|
$356,395
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
6,116
shares
|
$355,523
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
6,109
shares
|
$355,116
0.11% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
6,103
shares
|
$354,767
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
6,096
shares
|
$354,360
0.09% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
6,093
shares
|
$354,186
0.3% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
6,066
shares
|
$352,616
0.03% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
6,063
shares
|
$352,442
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
6,054
shares
|
$351,919
0.06% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,051
shares
|
$351,744
0.05% of portfolio
|
Q4 2022
Reduced 16.12%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
6,048
shares
|
$351,570
0.02% of portfolio
|
Q3 2025
Reduced 18.96%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
6,044
shares
|
$351,337
0.3% of portfolio
|
Q3 2025
Reduced 43.54%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
6,035
shares
|
$350,814
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
5,993
shares
|
$348,373
0.19% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
5,991
shares
|
$348,256
0.06% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
5,988
shares
|
$348,082
0.1% of portfolio
|
Q3 2025
Reduced 7.0%
|
|