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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,899
shares
|
$168,518
0.03% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,897
shares
|
$168,402
0.02% of portfolio
|
Q3 2025
Added 49.72%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,875
shares
|
$167,123
0.1% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
2,850
shares
|
$165,670
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
2,779
shares
|
$161,543
0.01% of portfolio
|
N/A
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,769
shares
|
$160,961
0.19% of portfolio
|
Q3 2022
Added 8.59%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
2,740
shares
|
$159,276
0.07% of portfolio
|
Q4 2023
Reduced 3.52%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
2,719
shares
|
$158,055
0.14% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
2,695
shares
|
$156,660
0.04% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
2,639
shares
|
$153,405
0.05% of portfolio
|
Q2 2025
Reduced 94.22%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
2,575
shares
|
$149,684
0.02% of portfolio
|
Q3 2025
Reduced 39.57%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,570
shares
|
$149,394
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Nov 24, 2025 Q3 2025 |
2,553
shares
|
$148,405
0.07% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,550
shares
|
$148,231
0.09% of portfolio
|
Q2 2023
Reduced 5.52%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
2,531
shares
|
$147,127
0.0% of portfolio
|
Q3 2025
Reduced 83.99%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,520
shares
|
$146,487
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$145,325
0.04% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
2,465
shares
|
$143,290
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
2,400
shares
|
$139,512
0.05% of portfolio
|
Q3 2020
Reduced 35.14%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
2,400
shares
|
$139,512
0.01% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
2,382
shares
|
$138,465
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
2,380
shares
|
$138,349
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
2,362
shares
|
$137,303
0.11% of portfolio
|
Q3 2025
Reduced 42.24%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
2,358
shares
|
$137,070
0.06% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
2,318
shares
|
$134,745
0.04% of portfolio
|
Q3 2025
Added 8.83%
|
|