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 |
|---|---|---|---|---|---|
|
Longboard Asset Management, LP
Phoenix, AZ |
Oct 22, 2025 Q3 2025 |
4,667
shares
|
$271,292
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,660
shares
|
$270,885
0.04% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
4,659
shares
|
$270,827
0.0% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
4,653
shares
|
$270,478
0.13% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,642
shares
|
$269,839
0.2% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
4,642
shares
|
$269,839
0.23% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
4,640
shares
|
$269,723
0.02% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
4,639
shares
|
$269,665
0.08% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
4,636
shares
|
$269,490
0.06% of portfolio
|
Q3 2025
Added 51.11%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
4,631
shares
|
$269,200
0.14% of portfolio
|
Q3 2025
Added 161.49%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,609
shares
|
$267,921
0.01% of portfolio
|
Q3 2025
Reduced 21.6%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
4,608
shares
|
$267,863
0.02% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
4,601
shares
|
$267,456
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Hemenway Trust CO LLC
|
Nov 07, 2025 Q3 2025 |
4,600
shares
|
$267,398
0.02% of portfolio
|
Q1 2025
Reduced 13.21%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
4,600
shares
|
$267,398
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
4,597
shares
|
$267,223
0.06% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
4,589
shares
|
$266,758
0.16% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Nov 06, 2025 Q3 2025 |
4,575
shares
|
$265,944
0.23% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
4,568
shares
|
$265,537
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
4,553
shares
|
$264,665
0.01% of portfolio
|
Q3 2025
Reduced 28.33%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
4,553
shares
|
$264,665
0.01% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
4,549
shares
|
$264,433
0.14% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
4,545
shares
|
$264,200
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,533
shares
|
$263,503
0.03% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
4,523
shares
|
$262,921
0.28% of portfolio
|
Q1 2025
Reduced 3.21%
|
|