Altria Group, Inc.
MO· NYSE
MOAltria Group, Inc.
Who holds Altria Group, Inc., from the managers’ Form 13F reports for the quarter ended Sep 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 33.6K | −3.8% | $2.3M | 0.5% | Oct 1, 2026 |
| GoalVest Advisory LLC | 21.7K | +2.1% | $1.5M | 0.3% | Oct 2, 2026 |
| Stonebridge Financial Group, LLC | 12.5K | +2.2% | $840.2K | 0.1% | Oct 1, 2026 |
| Montecito Bank & Trust | 9.1K | ±0% | $614.1K | 0.1% | Oct 1, 2026 |
| Versant Capital Management, Inc | 9.1K | +6.1% | $611K | 0.1% | Oct 2, 2026 |
| Private Client Services, LLC | 8.2K | +6.5% | $554.4K | 0.1% | Oct 2, 2026 |
| Defender Capital, LLC. | 5.8K | ±0% | $391.2K | 0.1% | Oct 1, 2026 |
| Roxbury Financial LLC | 5.7K | −1.0% | $381.3K | 0.3% | Oct 1, 2026 |
| First Financial Bank - Trust Division | 5.3K | −7.0% | $356K | 0.1% | Oct 1, 2026 |
| Coastline Trust Co | 4.9K | ±0% | $328.6K | 0.1% | Oct 1, 2026 |
| Burkett Financial Services, LLC | 2.1K | −4.8% | $143.5K | 0.1% | Oct 1, 2026 |
| Hickory Point Bank & Trust | 1.3K | ±0% | $87.5K | 0.1% | Oct 1, 2026 |
| Planning Strategies Inc. | 984 | ±0% | $66.3K | 0.1% | Oct 2, 2026 |
| Miller Global Investments, LLC | 714 | ±0% | $48.1K | 0.1% | Oct 2, 2026 |
| Sarver Vrooman Wealth Advisors | 688 | ±0% | $46.3K | 0.1% | Oct 1, 2026 |
| CX Institutional | 47.1K | +16.3% | $3.2K | 0.1% | Oct 2, 2026 |
| Noble Wealth Management PBC | 21 | +90.9% | $1.4K | 0.1% | Oct 1, 2026 |
| Polaris Financial Partners | 2.1K | — | $144 | 0.1% | Oct 2, 2026 |
