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 |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
797
shares
|
$46,329
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
789
shares
|
$45,864
0.03% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
786
shares
|
$45,690
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
780
shares
|
$45,341
0.02% of portfolio
|
Q3 2025
Added 178.57%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
774
shares
|
$44,992
0.0% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
765
shares
|
$44,469
0.0% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
750
shares
|
$43,597
0.04% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
748
shares
|
$43,481
0.02% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
742
shares
|
$43,132
0.04% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
741
shares
|
$43,074
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
731
shares
|
$42,493
0.02% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
719
shares
|
$41,795
0.01% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
717
shares
|
$41,679
0.02% of portfolio
|
Q1 2025
Added 64.45%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
713
shares
|
$41,446
0.32% of portfolio
|
Q2 2025
Reduced 78.64%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
711
shares
|
$41,330
0.0% of portfolio
|
Q3 2025
Added 42.2%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
692
shares
|
$40,225
0.01% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
689
shares
|
$40,051
0.02% of portfolio
|
Q1 2025
Added 37.8%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
678
shares
|
$39,412
0.02% of portfolio
|
Q2 2025
Reduced 95.41%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
677
shares
|
$39,354
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
665
shares
|
$38,656
0.03% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
665
shares
|
$38,656
0.01% of portfolio
|
Q3 2025
Reduced 18.8%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
665
shares
|
$38,656
0.03% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
657
shares
|
$38,191
0.01% of portfolio
|
Q2 2025
Reduced 74.05%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
650
shares
|
$37,784
0.01% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
650
shares
|
$37,784
0.03% of portfolio
|
Q3 2025
New holding
|
|