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 |
|---|---|---|---|---|---|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
3,879
shares
|
$225,486
0.1% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Oct 07, 2025 Q3 2025 |
3,862
shares
|
$224,498
0.16% of portfolio
|
Q3 2025
Reduced 30.49%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
3,852
shares
|
$223,916
0.12% of portfolio
|
Q3 2025
Added 656.78%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
3,848
shares
|
$223,684
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
3,843
shares
|
$223,393
0.19% of portfolio
|
Q3 2025
Reduced 28.82%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,832
shares
|
$222,754
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
3,819
shares
|
$221,998
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
3,816
shares
|
$221,824
0.05% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
3,804
shares
|
$221,126
0.13% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
3,802
shares
|
$221,010
0.02% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
3,799
shares
|
$220,835
0.08% of portfolio
|
Q3 2025
Added 42.93%
|
|
|
Keating Investment Counselors Inc
|
Oct 27, 2025 Q3 2025 |
3,797
shares
|
$220,719
0.11% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,775
shares
|
$219,440
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
3,775
shares
|
$219,440
0.09% of portfolio
|
Q3 2025
Added 24.79%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
3,766
shares
|
$218,917
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
3,764
shares
|
$218,801
0.11% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
3,753
shares
|
$218,161
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
3,744
shares
|
$217,638
0.07% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
3,744
shares
|
$217,638
0.12% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,738
shares
|
$217,289
0.05% of portfolio
|
Q3 2025
Added 158.33%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,737
shares
|
$217,231
0.2% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,735
shares
|
$217,115
0.08% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
3,732
shares
|
$216,941
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
3,716
shares
|
$216,011
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
3,710
shares
|
$215,662
0.16% of portfolio
|
Q2 2025
New holding
|
|