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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
5,085
shares
|
$295,591
0.12% of portfolio
|
Q3 2025
Added 45.7%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
5,078
shares
|
$295,184
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
5,076
shares
|
$295,067
0.11% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
5,072
shares
|
$294,835
0.08% of portfolio
|
Q3 2025
Added 27.82%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
5,064
shares
|
$294,370
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
5,051
shares
|
$293,614
0.15% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
5,046
shares
|
$293,323
0.12% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
5,016
shares
|
$291,580
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
5,011
shares
|
$291,289
0.03% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
5,000
shares
|
$290,650
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
5,000
shares
|
$290,650
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4,996
shares
|
$290,417
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
4,992
shares
|
$290,184
0.2% of portfolio
|
Q2 2021
Reduced 43.82%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
4,983
shares
|
$289,661
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
4,983
shares
|
$289,661
0.03% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
4,975
shares
|
$289,196
0.08% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
4,973
shares
|
$289,080
0.02% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
4,969
shares
|
$288,847
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
4,961
shares
|
$288,382
0.06% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Nov 05, 2025 Q3 2025 |
4,955
shares
|
$288,034
0.12% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
4,948
shares
|
$287,627
0.0% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
4,946
shares
|
$287,510
0.04% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
4,943
shares
|
$287,336
0.04% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
4,943
shares
|
$287,336
0.1% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
4,930
shares
|
$286,580
0.13% of portfolio
|
Q3 2025
Added 8.35%
|
|