MO · Company research
Altria Group, Inc. (MO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7959 | 535959000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18420 | 1240403000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3877 | 261077 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3877 | 261077 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Prime Capital Investment Advisors, LLC | 1731446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61838 | 4449217 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Limestone Investment Advisors LP | 2075597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4900 | 352555 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172717 | 12426966 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Defiance ETFs, LLC | 1732541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6713 | 480248 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MAVERICK CAPITAL LTD | 934639 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50201 | 3611962 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 1737090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5657 | 407021 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33896 | 2438817 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14686 | 1056705 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39667 | 2854041 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Montgomery Financial Services LLC | 2149844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 277 | 19958 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 1764694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5816 | 418436 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Kinloch Capital, LLC | 1818557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77424 | 5570657 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 219505 | 15793350 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1232395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41732 | 3002617 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST FINANCIAL BANK - TRUST DIVISION | 1315339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5686 | 409107 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| FAIRFIELD, BUSH & CO. | 1116247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4435 | 319098 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| United Community Bank | 2000314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4699 | 338093 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SECURED RETIREMENT ADVISORS, LLC | 2012356 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7592 | 546243 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 806586 | 58033862 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7747 | 557444 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VALICENTI ADVISORY SERVICES INC | 1080201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18297 | 1316 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| 1832 Asset Management L.P. | 944388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9444 | 679496 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8446 | 607703 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 429880 | 30929866 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legacy Financial Advisors, Inc. | 1730810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9521 | 685027 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FCG Investment Co | 2011697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9742 | 700937 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 915 | 65835 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Loudon Investment Management, LLC | 1597089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11318 | 814330 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FSM Wealth Advisors, LLC | 1942548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3545 | 255054 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Financial Sense Advisors, Inc. | 1358828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19557 | 1407123 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 911927 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10671 | 767778 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3149 | 226571 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Main Street Financial Solutions, LLC | 1763350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8744 | 629102 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Stonebrook Private Inc. | 2008738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3098 | 222910 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Holland Advisory Services, Inc. | 1890183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7710 | 554769 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Aspire Private Capital, LLC | 1767340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3349 | 240974 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Blake Schutter Theil Wealth Advisors, LLC | 2042011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6150 | 442493 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1365 | 98212 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| COFG Advisors, LLC | 2104330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3044 | 219008 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arvest Bank Trust Division | 1625959 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27636 | 1988410 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Calydon Capital | 1759271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110931 | 7981428 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GWN SECURITIES INC. | 1265905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16404 | 1180296 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FORTRESS FINANCIAL GROUP, LLC | 2054451 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2814 | 202486 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Per Stirling Capital Management, LLC. | 1689933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2989 | 215070 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MONTAG A & ASSOCIATES INC | 829407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7788 | 568544 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63407 | 4629776 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GODSEY & GIBB, INC | 887402 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12695 | 913434 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Octavia Wealth Advisors, LLC | 1841259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108821 | 7945000 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| RFP Financial Group LLC | 1956564 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4957 | 356656 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AFFINITY INVESTMENT ADVISORS, LLC | 1520601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32548 | 2341829 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Plancorp, LLC | 1599579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3988 | 286634 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Gryphon Financial Partners LLC | 1729094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9890 | 711561 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Argyle Capital Partners, LLC | 2079995 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9819 | 706487 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 743560 | 53499142 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Newman Dignan & Sheerar, Inc. | 1566493 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4750 | 341763 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Lakeridge Wealth Management LLC | 2012028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5069 | 364687 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Quent Capital, LLC | 1912338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4336 | 311985 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Wellington Grp LLC | 2134013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 501 | 33061 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11000 | 791450 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12650 | 910168 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| FIDUCIARY FAMILY OFFICE, LLC | 2020280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5342 | 384357 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 704 | 50653 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83585 | 6013931 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Smith Asset Management Co., LLC | 2068217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3636 | 261610 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MainStreet Investment Advisors LLC | 1729854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73176 | 5265013 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4392 | 321714 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 313 | 22520 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TigerOak Management, L.L.C. | 2052586 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15328 | 1102850 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2408 | 175761 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101548 | 7264757 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HCR Wealth Advisors | 1697715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20149 | 1449771 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2995830 | 215549969 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Ponta Wealth Partners, LLC | 2107740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3206 | 230672 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1192 | 85735 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SYM FINANCIAL Corp | 764739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7558 | 543798 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 767 | 55186 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.