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 2,707 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 $60.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
6,116
shares
|
$355,523
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
6,113
shares
|
$355,348
0.03% of portfolio
|
Q4 2025
Reduced 15.54%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
6,109
shares
|
$355,116
0.11% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
6,103
shares
|
$354,767
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
6,096
shares
|
$354,360
0.09% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
6,093
shares
|
$354,186
0.3% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
6,089
shares
|
$353,953
0.03% of portfolio
|
Q4 2025
Added 5.79%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
6,063
shares
|
$352,442
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 23, 2026 Q4 2025 |
6,060
shares
|
$352,267
0.05% of portfolio
|
Q4 2025
Added 16.7%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
6,051
shares
|
$351,744
0.05% of portfolio
|
Q4 2022
Reduced 16.12%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
6,048
shares
|
$351,570
0.02% of portfolio
|
Q3 2025
Reduced 18.96%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
6,044
shares
|
$351,337
0.3% of portfolio
|
Q3 2025
Reduced 43.54%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 23, 2026 Q4 2025 |
6,035
shares
|
$350,814
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
6,001
shares
|
$348,838
0.01% of portfolio
|
Q4 2025
Reduced 12.1%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
5,999
shares
|
$348,721
0.03% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
5,993
shares
|
$348,373
0.19% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
5,991
shares
|
$348,256
0.06% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
5,988
shares
|
$348,082
0.1% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
5,985
shares
|
$347,908
0.04% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
5,981
shares
|
$347,675
0.14% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
5,966
shares
|
$346,803
0.01% of portfolio
|
Q3 2019
Reduced 18.07%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
5,963
shares
|
$346,629
0.19% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
5,943
shares
|
$345,466
0.05% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
5,907
shares
|
$343,373
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,901
shares
|
$343,025
0.08% of portfolio
|
Q4 2024
Added 0.29%
|
|