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 |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
5,236
shares
|
$304,368
0.03% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
5,220
shares
|
$303,438
0.15% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
5,218
shares
|
$303,322
0.04% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
5,214
shares
|
$303,089
0.01% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,206
shares
|
$302,624
0.04% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
5,193
shares
|
$301,869
0.05% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,190
shares
|
$301,694
0.02% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
5,189
shares
|
$301,636
0.28% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 10, 2025 Q3 2025 |
5,187
shares
|
$301,520
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,187
shares
|
$301,520
0.03% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
5,183
shares
|
$301,287
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,180
shares
|
$301,113
0.08% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
5,175
shares
|
$300,822
0.02% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
5,174
shares
|
$300,764
0.14% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
5,172
shares
|
$300,648
0.13% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,171
shares
|
$300,590
0.06% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
5,169
shares
|
$300,473
0.24% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Sentry LLC
Memphis, TN |
Oct 22, 2025 Q3 2025 |
5,167
shares
|
$300,357
0.08% of portfolio
|
Q3 2025
Reduced 35.31%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,153
shares
|
$299,543
0.03% of portfolio
|
Q2 2023
Added 1.56%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
5,153
shares
|
$299,543
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,152
shares
|
$299,485
0.08% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
5,140
shares
|
$298,788
0.22% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 21, 2025 Q3 2025 |
5,126
shares
|
$297,974
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
5,110
shares
|
$297,044
0.07% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
5,087
shares
|
$295,707
0.05% of portfolio
|
Q3 2025
Added 0.61%
|
|