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 |
|---|---|---|---|---|---|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
4,165
shares
|
$242,111
0.08% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
4,137
shares
|
$240,483
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
4,130
shares
|
$240,076
0.15% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,104
shares
|
$238,565
0.23% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
4,097
shares
|
$238,158
0.01% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
4,087
shares
|
$237,577
0.07% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
4,079
shares
|
$237,112
0.1% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
4,079
shares
|
$237,112
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
4,078
shares
|
$237,054
0.05% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
4,076
shares
|
$236,937
0.21% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
4,073
shares
|
$236,763
0.07% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
4,066
shares
|
$236,356
0.05% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
4,063
shares
|
$236,182
0.03% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
4,060
shares
|
$236,007
0.09% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
4,058
shares
|
$235,891
0.17% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
4,057
shares
|
$235,833
0.13% of portfolio
|
Q3 2025
Reduced 29.55%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
4,055
shares
|
$235,717
0.09% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,042
shares
|
$234,961
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
4,042
shares
|
$234,961
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
4,030
shares
|
$234,263
0.17% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
4,026
shares
|
$234,031
0.11% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$232,520
0.14% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
3,986
shares
|
$231,706
0.05% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
3,977
shares
|
$231,183
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
3,976
shares
|
$231,124
0.19% of portfolio
|
Q3 2025
Reduced 33.67%
|
|