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 |
|---|---|---|---|---|---|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
1,038
shares
|
$60,338
0.02% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
1,033
shares
|
$60,048
0.04% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
1,029
shares
|
$59,815
0.04% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
1,028
shares
|
$59,757
0.01% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$58,130
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$58,130
0.04% of portfolio
|
Q2 2024
Reduced 15.97%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
996
shares
|
$57,897
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
992
shares
|
$57,664
0.03% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
974
shares
|
$56,618
0.0% of portfolio
|
Q3 2025
Added 16.09%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
938
shares
|
$54,525
0.0% of portfolio
|
Q4 2023
Reduced 10.84%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
936
shares
|
$54,409
0.0% of portfolio
|
Q3 2025
Reduced 22.64%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
915
shares
|
$53,188
0.02% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
906
shares
|
$52,665
0.03% of portfolio
|
Q3 2025
Added 5562.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
895
shares
|
$52,026
0.02% of portfolio
|
Q3 2025
Added 138.03%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
876
shares
|
$50,921
0.06% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
864
shares
|
$50,224
0.02% of portfolio
|
Q3 2025
Added 32.11%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
854
shares
|
$49,643
0.01% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
854
shares
|
$49,643
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
850
shares
|
$49,410
0.01% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
846
shares
|
$49,177
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
842
shares
|
$48,945
0.03% of portfolio
|
Q1 2024
Reduced 12.29%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
820
shares
|
$47,666
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
815
shares
|
$47,375
0.03% of portfolio
|
Q2 2022
Reduced 15.37%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
804
shares
|
$46,736
0.04% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
800
shares
|
$46,504
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|