Altria Group, Inc.
MO- Exchange
- NYSE
- Industry
- Cigarettes
- SEC CIK
- 0000764180
In the last 90 days, Altria Group, Inc. insiders filed 1 open-market purchase and 0 sales; 2,575 institutions reported holding it in 13F filings for Q2 2026, worth $77.1B in total; superinvestors Gardner Russo & Quinn and Maverick Capital hold it.
13F holders, Q2 2025
Institutional positions in Altria Group, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,266
- +47 vs. Q1 2025
- Shares held
- 1.03B
- −20.5M (−1.9%) vs. Q1 2025
- Total value
- $60.5B
- −$2.64B (−4.2%) vs. Q1 2025
- New holders
- 166
- 1,004 more added
- Sold out
- 119
- 774 more reduced
31 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $42.6B |
| Q2 2022 | 1,814 | $44.8B |
| Q1 2022 | 1,920 | $56.2B |
| Q4 2021 | 1,852 | $50.8B |
| Q3 2021 | 1,711 | $49.6B |
| Q2 2021 | 1,753 | $52.4B |
| Q1 2021 | 1,776 | $57.2B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shelton Capital Management | 9,377 | $549.8K | 0.01% | −159−1.7% | Reduced |
| White Lighthouse Investment Management Inc. | 9,391 | $550.6K | 0.09% | −6−0.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 9,398 | $551.0K | 0.15% | −213−2.2% | Reduced |
| Wealth Effects LLC | 9,403 | $551.3K | 0.21% | −622−6.2% | Reduced |
| Wellington Shields & Co., LLC | 9,424 | $552.5K | 0.16% | 00.0% | Unchanged |
| Mma Asset Management LLC | 9,427 | $552.7K | 0.21% | +9,427 | New |
| Elyxium Wealth, LLC | 9,428 | $552.8K | 0.21% | +3,895+70.4% | Added |
| Occidental Asset Management, LLC | 9,429 | $552.8K | 0.08% | +2,143+29.4% | Added |
| Tower Bridge Advisors | 9,434 | $553.1K | 0.06% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 9,437 | $553.3K | 0.58% | −2,035−17.7% | Reduced |
| Farmers Trust Co | 9,451 | $554.1K | 0.10% | −100−1.0% | Reduced |
| Patton Albertson Miller Group, LLC | 9,457 | $554.5K | 0.07% | +17+0.2% | Added |
| TCI Wealth Advisors, Inc. | 9,457 | $554.5K | 0.04% | +191+2.1% | Added |
| Fundamentun, LLC | 9,528 | $558.6K | 0.03% | +593+6.6% | Added |
| Ci Investments Inc. | 9,532 | $559.0K | 0.00% | +192+2.1% | Added |
| PFG Advisors | 9,538 | $559.2K | 0.03% | +2,729+40.1% | Added |
| One Wealth Advisors, LLC | 9,548 | $559.8K | 0.08% | +120+1.3% | Added |
| Monarch Capital Management Inc | 9,407 | $560.3K | 0.15% | −780−7.7% | Reduced |
| Northcape Wealth Management, LLC | 9,579 | $561.6K | 0.17% | −24−0.2% | Reduced |
| World Equity Group, Inc. | 9,580 | $561.7K | 0.15% | −4,053−29.7% | Reduced |
| Quadcap Wealth Management, LLC | 9,585 | $562.0K | 0.07% | −94−1.0% | Reduced |
| Bedel Financial Consulting, Inc. | 9,600 | $562.9K | 0.08% | −1,373−12.5% | Reduced |
| AlphaStar Capital Management, LLC | 9,601 | $562.9K | 0.04% | −2,830−22.8% | Reduced |
| MSH Capital Advisors LLC | 9,622 | $564.1K | 0.16% | +10+0.1% | Added |
| Schnieders Capital Management LLC | 9,630 | $564.6K | 0.10% | +618+6.9% | Added |
| Baron Wealth Management LLC | 9,640 | $565.2K | 0.20% | +2,056+27.1% | Added |
| West Chester Capital Advisors, Inc | 9,641 | $565.3K | 0.28% | −30.0% | Reduced |
| bLong Financial, LLC | 9,648 | $565.7K | 0.44% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 9,648 | $565.7K | 0.08% | +94+1.0% | Added |
| OneAscent Financial Services LLC | 9,630 | $566.0K | 0.04% | +3,374+53.9% | Added |
| Avaii Wealth Management, LLC | 9,654 | $566.0K | 0.25% | −327−3.3% | Reduced |
| Moser Wealth Advisors, LLC | 9,669 | $566.9K | 0.27% | −399−4.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 9,719 | $569.8K | 0.10% | −223−2.2% | Reduced |
| Impact Partnership Wealth, LLC | 9,763 | $572.4K | 0.11% | +9,763 | New |
| Reliant Investment Partners, LLC | 9,817 | $575.6K | 0.50% | +149+1.5% | Added |
| Eisler Capital Management Ltd. | 9,831 | $575.9K | 0.02% | −939−8.7% | Reduced |
| Wellington Capital Management, Inc. | 5,626 | $576.0K | 0.87% | +5,626 | New |
| Nations Financial Group Inc, | 9,824 | $576.0K | 0.04% | −776−7.3% | Reduced |
| Triad Wealth Partners, LLC | 9,828 | $576.2K | 0.12% | +307+3.2% | Added |
| Fishman Jay A Ltd | 9,835 | $576.6K | 0.06% | −220−2.2% | Reduced |
| Cheviot Value Management, LLC | 8,991 | $577.1K | 0.07% | +8+0.1% | Added |
| Acorn Wealth Advisors, LLC | 9,866 | $578.4K | 0.22% | +103+1.1% | Added |
| Court Place Advisors, LLC | 9,880 | $579.3K | 0.18% | +105+1.1% | Added |
| Waddell & Associates, LLC | 9,884 | $579.5K | 0.06% | −1,300−11.6% | Reduced |
| Woodmont Investment Counsel LLC | 9,892 | $580.0K | 0.04% | +70+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,892 | $580.0K | 0.08% | +111+1.1% | Added |
| SCS Capital Management LLC | 9,798 | $580.8K | 0.01% | −902−8.4% | Reduced |
| CFO4Life Group, LLC | 9,935 | $582.5K | 0.09% | −8−0.1% | Reduced |
| Angeles Wealth Management, LLC | 9,942 | $582.9K | 0.04% | −184−1.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 9,962 | $584.0K | 0.01% | +9,962 | New |
| Cambria Investment Management, L.P. | 9,964 | $584.2K | 0.04% | −487−4.7% | Reduced |
| Swisher Financial Concepts, Inc. | 10,025 | $587.8K | 0.38% | +10,025 | New |
| Peak Financial Advisors LLC | 10,040 | $588.6K | 0.30% | −26−0.3% | Reduced |
| City State Bank | 10,068 | $590.3K | 0.19% | −374−3.6% | Reduced |
| Oakworth Capital, Inc. | 10,079 | $590.9K | 0.04% | −458−4.3% | Reduced |
| Rodgers Brothers Inc. | 10,086 | $591.3K | 0.07% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 10,100 | $592.2K | 0.02% | −150−1.5% | Reduced |
| Vectors Research Management, LLC | 10,100 | $592.2K | 0.20% | 00.0% | Unchanged |
| Bangor Savings Bank | 10,108 | $592.6K | 0.05% | −50.0% | Reduced |
| Main Street Group, LTD | 10,132 | $594.0K | 0.19% | −1,023−9.2% | Reduced |
| MidWestOne Financial Group, Inc. | 10,134 | $594.2K | 0.08% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 10,136 | $594.3K | 0.01% | +26+0.3% | Added |
| One + One Wealth Management, LLC | 10,169 | $596.2K | 0.32% | +10,169 | New |
| Empower Advisory Group, LLC | 10,180 | $596.8K | 0.00% | +1,001+10.9% | Added |
| Argyle Capital Partners, LLC | 10,195 | $597.7K | 0.49% | −1,004−9.0% | Reduced |
| CVA Family Office, LLC | 10,198 | $597.9K | 0.08% | +272+2.7% | Added |
| Resonant Capital Advisors, LLC | 10,025 | $597.9K | 0.04% | +2,027+25.3% | Added |
| Cladis Investment Advisory, LLC | 10,214 | $598.8K | 0.38% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 10,216 | $599.0K | 0.32% | +25+0.2% | Added |
| Tufton Capital Management | 10,268 | $602.0K | 0.11% | −1,095−9.6% | Reduced |
| EverSource Wealth Advisors, LLC | 10,277 | $602.5K | 0.03% | −102−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 10,293 | $603.5K | 0.04% | −55−0.5% | Reduced |
| VestGen Advisors, LLC | 10,342 | $606.4K | 0.02% | +4,564+79.0% | Added |
| Goldstone Financial Group, LLC | 10,185 | $607.5K | 0.08% | +1,645+19.3% | Added |
| Gries Financial LLC | 10,365 | $607.7K | 0.11% | +1,708+19.7% | Added |
| WealthTrust Axiom LLC | 10,403 | $609.9K | 0.18% | +2,500+31.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $613.2K | 0.01% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 10,476 | $614.2K | 0.11% | +337+3.3% | Added |
| Balentine LLC | 10,485 | $614.7K | 0.02% | +76+0.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 10,492 | $615.1K | 0.13% | +370+3.7% | Added |
| Wealth Architects, LLC | 10,499 | $615.6K | 0.06% | +7+0.1% | Added |
| 111 Capital | 10,505 | $615.9K | 0.11% | +10,505 | New |
| L.M. Kohn & Company | 10,539 | $617.9K | 0.17% | −1,069−9.2% | Reduced |
| Fee-Only Financial Planning, L.C. | 10,553 | $618.7K | 0.38% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 10,600 | $621.5K | 0.19% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 10,650 | $624.4K | 0.07% | +3,164+42.3% | Added |
| ICONIQ Capital, LLC | 10,652 | $624.5K | 0.01% | +1,390+15.0% | Added |
| Westwood Holdings Group Inc. | 10,661 | $625.1K | 0.00% | −526−4.7% | Reduced |
| Cross Staff Investments Inc | 10,673 | $625.8K | 0.46% | −118−1.1% | Reduced |
| Bath Savings Trust Co | 10,676 | $625.9K | 0.06% | −63−0.6% | Reduced |
| October Effect Ltd | 10,677 | $626.0K | 0.75% | +10,677 | New |
| JT Stratford LLC | 10,698 | $627.2K | 0.09% | −513−4.6% | Reduced |
| St. Louis Trust Co | 10,700 | $627.3K | 0.08% | 00.0% | Unchanged |
| Blue Capital, Inc. | 10,705 | $627.6K | 0.44% | +10,705 | New |
| Enzi Wealth | 10,863 | $627.9K | 0.23% | −9−0.1% | Reduced |
| TFB Advisors LLC | 10,737 | $629.5K | 0.16% | +23+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,741 | $629.7K | 0.02% | +938+9.6% | Added |
| Apella Capital, LLC | 10,556 | $636.0K | 0.02% | +2,617+33.0% | Added |
| Essex Savings Bank | 10,850 | $636.1K | 0.15% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 10,850 | $636.1K | 0.48% | 00.0% | Unchanged |