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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
4,926
shares
|
$286,348
0.02% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
4,925
shares
|
$286,290
0.12% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
4,923
shares
|
$286,173
0.06% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
4,918
shares
|
$285,883
0.12% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
4,915
shares
|
$285,708
0.14% of portfolio
|
Q2 2025
Reduced 15.9%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
4,914
shares
|
$285,650
0.03% of portfolio
|
Q3 2025
Reduced 36.09%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,906
shares
|
$285,185
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,901
shares
|
$284,895
0.09% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
4,900
shares
|
$284,837
0.08% of portfolio
|
Q1 2025
Added 4124.14%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
4,900
shares
|
$284,837
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
4,895
shares
|
$284,546
0.11% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
4,890
shares
|
$284,255
0.01% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
4,890
shares
|
$284,255
0.01% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
4,869
shares
|
$283,034
0.02% of portfolio
|
Q3 2025
Added 413.07%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
4,869
shares
|
$283,034
0.01% of portfolio
|
Q3 2025
Reduced 29.92%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
4,864
shares
|
$282,744
0.12% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
4,847
shares
|
$281,756
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
4,841
shares
|
$281,407
0.08% of portfolio
|
Q3 2025
Added 15.02%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
4,841
shares
|
$281,407
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
4,826
shares
|
$280,535
0.15% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Act Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
4,825
shares
|
$280,477
0.11% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
4,823
shares
|
$280,360
0.17% of portfolio
|
Q3 2025
Reduced 24.92%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,815
shares
|
$279,895
0.05% of portfolio
|
Q2 2023
Reduced 7.17%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
4,811
shares
|
$279,663
0.11% of portfolio
|
Q3 2025
Reduced 27.39%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
4,809
shares
|
$279,547
0.13% of portfolio
|
Q3 2025
Reduced 7.59%
|
|