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 |
|---|---|---|---|---|---|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
5,763
shares
|
$335,003
0.09% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,762
shares
|
$334,945
0.01% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
5,756
shares
|
$334,596
0.03% of portfolio
|
Q3 2025
Added 18.78%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
5,751
shares
|
$334,305
0.17% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
5,724
shares
|
$332,736
0.07% of portfolio
|
Q3 2025
Reduced 57.68%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,715
shares
|
$332,212
0.09% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
5,709
shares
|
$331,864
0.14% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
5,693
shares
|
$330,934
0.13% of portfolio
|
Q3 2025
Reduced 33.36%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
5,685
shares
|
$330,469
0.25% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
5,683
shares
|
$330,352
0.35% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
5,666
shares
|
$329,364
0.13% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
5,663
shares
|
$329,190
0.16% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
5,662
shares
|
$329,132
0.04% of portfolio
|
Q3 2025
Added 40.22%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,646
shares
|
$328,201
0.11% of portfolio
|
Q3 2022
Added 14.73%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
5,630
shares
|
$327,271
0.02% of portfolio
|
Q3 2025
Reduced 37.92%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
5,626
shares
|
$327,039
0.03% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
5,626
shares
|
$327,039
0.03% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
5,626
shares
|
$327,039
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,624
shares
|
$326,923
0.12% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
5,624
shares
|
$326,923
0.74% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
5,616
shares
|
$326,458
0.2% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
5,600
shares
|
$325,528
0.04% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
5,596
shares
|
$325,295
0.03% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
5,596
shares
|
$325,295
0.1% of portfolio
|
Q3 2025
Added 19.04%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
5,594
shares
|
$325,179
0.03% of portfolio
|
Q3 2025
Reduced 0.92%
|
|