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 |
|---|---|---|---|---|---|
| Titleist Asset Management, LLC | 10,856 | $636.5K | 0.06% | +87+0.8% | Added |
| Wellington Shields Capital Management, LLC | 10,857 | $636.5K | 0.11% | +10.0% | Added |
| TFC Financial Management | 10,867 | $637.1K | 0.09% | +21+0.2% | Added |
| Cape Investment Advisory, Inc. | 10,872 | $637.4K | 0.23% | −689−6.0% | Reduced |
| Mattern Wealth Management LLC | 10,876 | $638.3K | 0.13% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10,994 | $644.6K | 0.00% | −1,463,010−99.3% | Reduced |
| Advisor OS, LLC | 11,020 | $646.1K | 0.06% | +778+7.6% | Added |
| Pallas Capital Advisors LLC | 11,039 | $647.2K | 0.02% | −373−3.3% | Reduced |
| Gilbert & Cook, Inc. | 11,044 | $647.5K | 0.09% | +551+5.3% | Added |
| Castle Rock Wealth Management, LLC | 10,983 | $648.0K | 0.15% | −719−6.1% | Reduced |
| Sym Financial Corp | 11,068 | $648.9K | 0.07% | +1,701+18.2% | Added |
| KMG Fiduciary Partners, LLC | 11,083 | $649.8K | 0.05% | −55−0.5% | Reduced |
| Garden State Investment Advisory Services LLC | 11,086 | $650.4K | 0.18% | −249−2.2% | Reduced |
| Ossiam | 11,149 | $653.7K | 0.01% | −60−0.5% | Reduced |
| Parcion Private Wealth LLC | 11,172 | $655.0K | 0.05% | +172+1.6% | Added |
| Sowa Financial Group, Inc. | 11,188 | $656.0K | 0.41% | +88+0.8% | Added |
| International Private Wealth Advisors LLC | 11,191 | $656.1K | 0.56% | −3,010−21.2% | Reduced |
| Callahan Advisors, LLC | 11,194 | $656.3K | 0.06% | +68+0.6% | Added |
| Virtus ETF Advisers LLC | 11,208 | $657.1K | 0.40% | −261−2.3% | Reduced |
| MOKAN Wealth Management Inc. | 11,229 | $658.5K | 0.37% | +727+6.9% | Added |
| Romano Brothers and Company | 11,312 | $663.2K | 0.08% | −16−0.1% | Reduced |
| Axis Wealth Partners, LLC | 11,330 | $664.3K | 0.44% | +45+0.4% | Added |
| Sylvest Advisors, LLC | 11,380 | $667.2K | 0.38% | −1,907−14.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,391 | $667.9K | 0.02% | −157−1.4% | Reduced |
| San Luis Wealth Advisors LLC | 11,429 | $670.0K | 0.14% | −1,286−10.1% | Reduced |
| PDS Planning, Inc | 11,454 | $671.5K | 0.05% | +1,494+15.0% | Added |
| TownSquare Capital, LLC | 11,458 | $671.8K | 0.07% | −72,804−86.4% | Reduced |
| Cascade Financial Partners, LLC | 11,524 | $675.7K | 0.08% | +3,302+40.2% | Added |
| Loudon Investment Management, LLC | 11,538 | $676.5K | 0.37% | −1,029−8.2% | Reduced |
| Anchor Investment Management, LLC | 11,558 | $677.6K | 0.06% | −1,124−8.9% | Reduced |
| Gladstone Institutional Advisory LLC | 11,584 | $679.2K | 0.03% | +249+2.2% | Added |
| Paragon Financial Partners, Inc. | 11,614 | $680.9K | 0.47% | 00.0% | Unchanged |
| Tompkins Financial Corp | 11,627 | $681.7K | 0.06% | −574−4.7% | Reduced |
| Flputnam Investment Management Co | 11,627 | $681.7K | 0.01% | −531−4.4% | Reduced |
| Intellectus Partners, LLC | 11,510 | $686.6K | 0.15% | +47+0.4% | Added |
| Greenfield Savings Bank | 11,711 | $686.6K | 0.31% | +60+0.5% | Added |
| Advisory Alpha, LLC | 11,763 | $689.8K | 0.02% | +382+3.4% | Added |
| Owen LaRue, LLC | 11,770 | $690.0K | 0.29% | +11,770 | New |
| Secure Asset Management, LLC | 11,783 | $690.8K | 0.13% | +1,767+17.6% | Added |
| HHM Wealth Advisors, LLC | 11,797 | $691.7K | 0.08% | −330−2.7% | Reduced |
| Miller Financial Services LLC | 11,800 | $691.8K | 0.88% | −155−1.3% | Reduced |
| First National Bank & Trust Co of Newtown | 11,809 | $692.4K | 0.14% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 11,853 | $694.9K | 0.10% | −221−1.8% | Reduced |
| Serenus Wealth Advisors, LLC | 11,877 | $696.3K | 0.12% | +50.0% | Added |
| Golden State Equity Partners | 11,887 | $696.9K | 0.13% | +252+2.2% | Added |
| Rogco, LP | 11,889 | $697.1K | 0.26% | −821−6.5% | Reduced |
| Delta Asset Management LLC | 11,929 | $699.4K | 0.06% | −251−2.1% | Reduced |
| Kendall Capital Management | 11,982 | $702.5K | 0.19% | −400−3.2% | Reduced |
| Leonteq Securities AG | 12,009 | $704.1K | 0.04% | +2,423+25.3% | Added |
| Insigneo Advisory Services, LLC | 12,046 | $706.3K | 0.06% | +1,076+9.8% | Added |
| Patten & Patten Inc | 12,049 | $706.4K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 12,070 | $707.7K | 0.04% | +437+3.8% | Added |
| Ariadne Wealth Management, LP | 10,812 | $708.2K | 0.34% | −212−1.9% | Reduced |
| Herold Advisors, Inc. | 12,103 | $709.6K | 0.15% | +435+3.7% | Added |
| Davidson Trust Co | 12,118 | $710.5K | 0.33% | −35−0.3% | Reduced |
| Rahlfs Capital, LLC | 12,122 | $710.7K | 0.65% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 12,128 | $711.1K | 0.37% | +720+6.3% | Added |
| Cornerstone Advisory, LLC | 12,142 | $711.9K | 0.08% | −995−7.6% | Reduced |
| Wealth Quarterback LLC | 12,167 | $713.4K | 0.34% | +1,059+9.5% | Added |
| Northstar Advisory Group, LLC | 12,178 | $714.0K | 0.35% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 12,223 | $716.6K | 0.06% | +538+4.6% | Added |
| Hazlett, Burt & Watson, Inc. | 12,231 | $717.0K | 0.29% | +926+8.2% | Added |
| V-Square Quantitative Management LLC | 12,237 | $717.5K | 0.10% | −4,382−26.4% | Reduced |
| Clark Wealth Partners | 12,239 | $717.6K | 0.48% | +10,153+486.7% | Added |
| Westmount Partners, LLC | 12,258 | $718.7K | 0.20% | −6,865−35.9% | Reduced |
| Kennedy Investment Group | 12,265 | $719.1K | 0.31% | +20+0.2% | Added |
| Wealth Alliance | 12,272 | $719.5K | 0.08% | +2,820+29.8% | Added |
| Aureus Asset Management, LLC | 12,356 | $724.4K | 0.05% | 00.0% | Unchanged |
| Keystone Financial Group | 12,395 | $726.7K | 0.07% | +1,509+13.9% | Added |
| SPC Financial, Inc. | 12,422 | $728.3K | 0.06% | +7+0.1% | Added |
| Catalyst Financial Partners LLC | 12,444 | $729.6K | 0.08% | +819+7.0% | Added |
| SRS Capital Advisors, Inc. | 12,460 | $730.5K | 0.03% | −8,005−39.1% | Reduced |
| Monument Capital Management | 12,533 | $734.8K | 0.19% | +7,125+131.7% | Added |
| City National Bank of Florida | 12,596 | $738.5K | 0.54% | +1,049+9.1% | Added |
| Rossby Financial, LCC | 12,599 | $738.7K | 0.28% | +504+4.2% | Added |
| Johnson & White Wealth Management, LLC | 12,620 | $740.0K | 0.37% | +10.0% | Added |
| Foster Group, Inc. | 12,643 | $741.3K | 0.03% | +1,983+18.6% | Added |
| Spirit of America Management Corp | 12,650 | $741.7K | 0.15% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,663 | $742.5K | 0.11% | −718−5.4% | Reduced |
| Walker Asset Management, LLC | 12,677 | $743.3K | 0.43% | −604−4.5% | Reduced |
| Westpac Banking Corp | 12,692 | $744.1K | 0.05% | −5,694−31.0% | Reduced |
| Perpetual Ltd | 12,692 | $744.1K | 0.01% | −5,694−31.0% | Reduced |
| State of Wyoming | 12,692 | $744.1K | 0.09% | −1,432−10.1% | Reduced |
| Manske Wealth Management | 12,693 | $744.2K | 0.25% | +760+6.4% | Added |
| Old Point Trust & Financial Services N A | 12,739 | $746.9K | 0.26% | −110−0.9% | Reduced |
| Resolute Partners Group | 12,531 | $747.5K | 0.19% | +243+2.0% | Added |
| Evercore Wealth Management, LLC | 12,787 | $749.7K | 0.01% | −79−0.6% | Reduced |
| Strategic Blueprint, LLC | 12,826 | $752.0K | 0.04% | +1,914+17.5% | Added |
| Colonial River Wealth Management, LLC | 12,869 | $753.5K | 0.32% | −2,285−15.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 12,902 | $756.4K | 0.12% | −84−0.6% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 12,914 | $757.2K | 0.51% | +209+1.6% | Added |
| Liberty Square Wealth Partners LLC | 12,943 | $758.9K | 0.26% | +22+0.2% | Added |
| Mogy Joel R Investment Counsel Inc | 12,950 | $759.3K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 12,972 | $760.5K | 0.09% | −2,170−14.3% | Reduced |
| Lewis Asset Management, LLC | 12,972 | $760.5K | 0.36% | +12,972 | New |
| TigerOak Management, L.L.C. | 13,005 | $762.5K | 0.26% | +3,908+43.0% | Added |
| Raab & Moskowitz Asset Management LLC | 13,036 | $764.3K | 0.18% | −320−2.4% | Reduced |
| Grimes & Company, Inc. | 13,038 | $764.4K | 0.02% | +3,118+31.4% | Added |
| Meiji Yasuda Life Insurance Co | 13,039 | $764.5K | 0.02% | −2,873−18.1% | Reduced |
| LS Investment Advisors, LLC | 13,085 | $767.2K | 0.11% | +3,268+33.3% | Added |