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 |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
1,250
shares
|
$72,662
0.01% of portfolio
|
Q4 2024
Reduced 21.63%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
1,250
shares
|
$72,662
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
1,244
shares
|
$72,313
0.02% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,233
shares
|
$71,674
0.02% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,222
shares
|
$71,034
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
1,220
shares
|
$70,918
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,202
shares
|
$69,872
0.0% of portfolio
|
Q4 2022
Reduced 49.39%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
1,200
shares
|
$69,756
0.03% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,199
shares
|
$69,697
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
1,190
shares
|
$69,174
0.02% of portfolio
|
Q2 2020
Added 495.0%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
1,187
shares
|
$69,000
0.05% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,151
shares
|
$66,907
0.11% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
1,144
shares
|
$66,500
0.05% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
1,131
shares
|
$65,745
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
1,129
shares
|
$65,628
0.0% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,112
shares
|
$64,640
0.02% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,111
shares
|
$64,582
0.02% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,096
shares
|
$63,710
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
1,096
shares
|
$63,710
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,067
shares
|
$62,024
0.01% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,064
shares
|
$61,850
0.02% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,063
shares
|
$61,792
0.05% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,050
shares
|
$61,036
0.02% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
1,050
shares
|
$61,036
0.02% of portfolio
|
Q3 2025
Reduced 31.24%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,049
shares
|
$60,978
0.01% of portfolio
|
Q2 2025
Added 2.94%
|
|