Skip to main content

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.

Institutional holdersQ2 2025: 2,267 institutions
Q1 2021: 1,776 institutionsQ2 2021: 1,753 institutionsQ3 2021: 1,711 institutionsQ4 2021: 1,852 institutionsQ1 2022: 1,920 institutionsQ2 2022: 1,814 institutionsQ3 2022: 1,767 institutionsQ4 2022: 1,901 institutionsQ1 2023: 1,877 institutionsQ2 2023: 1,885 institutionsQ3 2023: 1,843 institutionsQ4 2023: 1,891 institutionsQ1 2024: 1,903 institutionsQ2 2024: 1,919 institutionsQ3 2024: 1,997 institutionsQ4 2024: 2,173 institutionsQ1 2025: 2,251 institutionsQ2 2025: 2,267 institutionsQ3 2025: 2,357 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,502 institutionsQ2 2026: 2,575 institutions
Value heldQ2 2025: $60.5B
Q1 2021: $57.2BQ2 2021: $52.4BQ3 2021: $49.6BQ4 2021: $50.8BQ1 2022: $56.2BQ2 2022: $44.8BQ3 2022: $42.6BQ4 2022: $48.2BQ1 2023: $46.8BQ2 2023: $47.5BQ3 2023: $43.6BQ4 2023: $40.9BQ1 2024: $45.9BQ2 2024: $46.1BQ3 2024: $51.9BQ4 2024: $53.6BQ1 2025: $63.3BQ2 2025: $60.5BQ3 2025: $68.2BQ4 2025: $60.4BQ1 2026: $68.7BQ2 2026: $77.1B
Institutions holding MO and their total value by quarter
QuarterHoldersValue
Q2 20262,575$77.1B
Q1 20262,502$68.7B
Q4 20252,395$60.4B
Q3 20252,357$68.2B
Q2 20252,267$60.5B
Q1 20252,251$63.3B
Q4 20242,173$53.6B
Q3 20241,997$51.9B
Q2 20241,919$46.1B
Q1 20241,903$45.9B
Q4 20231,891$40.9B
Q3 20231,843$43.6B
Q2 20231,885$47.5B
Q1 20231,877$46.8B
Q4 20221,901$48.2B
Q3 20221,767$42.6B
Q2 20221,814$44.8B
Q1 20221,920$56.2B
Q4 20211,852$50.8B
Q3 20211,711$49.6B
Q2 20211,753$52.4B
Q1 20211,776$57.2B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q1 2025.

Institutions holding MO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tevis Investment Management12,866$767.5K0.49%00.0%Unchanged
Keystone Wealth Services, LLC13,138$770.3K0.19%+582+4.6%Added
Papamarkou Wellner Asset Management inc.13,140$770.4K0.51%00.0%Unchanged
MBA Advisors LLC13,195$773.6K0.36%+140+1.1%Added
FNY Investment Advisers, LLC13,257$777.0K0.33%−42,843−76.4%Reduced
Parkside Financial Bank & Trust13,259$777.4K0.08%+97+0.7%Added
44 Wealth Management LLC13,278$778.5K0.28%+44+0.3%Added
Prelude Capital Management, LLC13,283$778.8K0.08%+4,211+46.4%Added
Boston Family Office LLC13,279$779.0K0.05%−500−3.6%Reduced
KCM Investment Advisors LLC13,315$780.7K0.03%+4,320+48.0%Added
Astoria Portfolio Advisors LLC.13,117$781.9K0.22%−218−1.6%Reduced
Chapin Davis, Inc.13,353$782.9K0.22%−26−0.2%Reduced
Walter & Keenan Financial Consulting Co13,422$786.9K0.23%−1,733−11.4%Reduced
Hilltop National Bank13,447$788.4K0.21%+13,447New
Univest Financial Corp13,452$788.7K0.05%+85+0.6%Added
Elevated Capital Advisors, LLC13,157$789.7K0.22%00.0%Unchanged
Horst & Graben Wealth Management LLC13,493$791.1K0.13%+178+1.3%Added
Linscomb & Williams, Inc.13,493$791.1K0.04%−89−0.7%Reduced
Godsey & Gibb Associates13,495$791.2K0.07%−410−2.9%Reduced
AdvisorShares Investments LLC13,525$793.0K0.14%−1,517−10.1%Reduced
Diversified Trust Co13,526$793.1K0.02%−6,395−32.1%Reduced
CenterBook Partners LP13,603$797.5K0.04%−11,475−45.8%Reduced
Lingohr & Partner Asset Management GmbH13,611$798.0K1.45%−101,910−88.2%Reduced
Avestar Capital, LLC13,455$798.2K0.06%+3,953+41.6%Added
WCG Wealth Advisors LLC13,622$798.7K0.05%−1,050−7.2%Reduced
Columbia Asset Management13,625$798.8K0.16%+255+1.9%Added
Signature Wealth Management Partners, LLC13,640$799.7K0.46%+20.0%Added
M Holdings Securities, Inc.13,647$801.0K0.14%+2,413+21.5%Added
Farmers & Merchants Investments Inc13,673$801.6K0.02%+467+3.5%Added
Providence Wealth Advisors, LLC12,702$804.3K0.55%+4,220+49.8%Added
Eastern Bank13,720$804.4K0.02%−305−2.2%Reduced
Colonial Trust Co13,734$805.2K0.12%−3,759−21.5%Reduced
SP Asset Management LLC13,760$806.8K0.07%+5,346+63.5%Added
Gables Capital Management Inc.13,776$807.7K0.38%−1,105−7.4%Reduced
Cornerstone Advisors, LLC13,800$809.1K0.03%−28,300−67.2%Reduced
Neville Rodie & Shaw Inc13,828$811.0K0.06%−300−2.1%Reduced
Bill Few Associates, Inc.13,844$811.7K0.23%+148+1.1%Added
Resurgent Financial Advisors LLC13,881$813.8K0.45%+9+0.1%Added
Galvin, Gaustad & Stein, LLC13,926$816.5K0.07%+40.0%Added
Chicago Capital, LLC13,950$817.9K0.02%+20.0%Added
Longfellow Investment Management Co LLC13,958$818.4K0.20%−116,999−89.3%Reduced
Alpha Omega Wealth Management LLC13,959$818.4K0.15%−282−2.0%Reduced
FLC Capital Advisors14,052$823.9K0.17%+8+0.1%Added
Purkiss Capital Advisors LLC14,056$824.1K0.46%+9,910+239.0%Added
Samalin Investment Counsel, LLC14,063$824.5K0.32%−189−1.3%Reduced
North Star Investment Management Corp.14,083$825.7K0.06%−3,282−18.9%Reduced
RIA Advisory Group LLC14,085$825.8K0.24%−11,236−44.4%Reduced
MCF Advisors LLC13,865$826.0K0.05%−60.0%Reduced
AlphaCore Capital LLC13,856$826.4K0.03%+4,753+52.2%Added
Principle Wealth Partners LLC14,105$827.0K0.05%+115+0.8%Added
Patron Partners Advisors, LLC14,155$829.9K0.41%+1,938+15.9%Added
LaSalle St. Investment Advisors, LLC14,159$830.0K0.23%+108+0.8%Added
Prevail Innovative Wealth Advisors, LLC14,167$830.6K0.19%+1,733+13.9%Added
CoreFirst Bank & Trust14,260$836.1K0.47%−740−4.9%Reduced
Exchange Bank14,317$839.4K0.66%−116−0.8%Reduced
Wolff Financial Management LLC14,325$840.0K0.22%+103+0.7%Added
Williams Jones Wealth Management, LLC.14,344$841.0K0.01%−784−5.2%Reduced
Soltis Investment Advisors LLC14,389$843.6K0.07%+8,438+141.8%Added
Drucker Wealth 3.0, LLC14,610$843.8K0.16%−2,018−12.1%Reduced
XML Financial, LLC14,405$844.6K0.07%−22,669−61.1%Reduced
Gilliland Jeter Wealth Management LLC14,413$845.0K0.28%−106−0.7%Reduced
GTS Securities LLC14,430$846.0K0.04%−24,100−62.5%Reduced
Measured Wealth Private Client Group, LLC14,494$849.8K0.25%+14,494New
Summit Global Investments14,596$856.0K0.05%+14,596New
Laurion Capital Management LP14,626$857.5K0.10%−3,160−17.8%Reduced
Brooks, Moore & Associates, Inc.13,855$858.2K0.46%00.0%Unchanged
Harvest Fund Management Co., Ltd14,681$860.0K0.04%−3,599−19.7%Reduced
Pension & Wealth Management Advisors, Inc.14,689$861.3K0.29%−176−1.2%Reduced
Courier Capital LLC14,718$862.9K0.05%00.0%Unchanged
Journey Strategic Wealth LLC14,741$864.2K0.03%+7,344+99.3%Added
Red Door Wealth Management, LLC14,812$868.4K0.10%+3,200+27.6%Added
David Loasby14,075$869.5K0.07%−2,400−14.6%Reduced
Fiduciary Group LLC14,878$872.3K0.08%+1,100+8.0%Added
Vermillion & White Wealth Management Group, LLC14,898$873.5K0.57%+185+1.3%Added
Magnolia Capital Advisors LLC14,908$874.0K0.22%+1,001+7.2%Added
Graypoint LLC14,973$877.8K0.05%+25+0.2%Added
Compagnie Lombard Odier SCmA15,000$879.5K0.01%00.0%Unchanged
Arnhold LLC15,000$879.5K0.08%00.0%Unchanged
Cozad Asset Management Inc15,016$880.4K0.08%+400+2.7%Added
Arista Wealth Management, LLC15,019$880.6K0.12%+15,019New
Plimoth Trust Co LLC15,028$881.1K0.21%−112−0.7%Reduced
Adviser Investments LLC15,057$882.8K0.01%+256+1.7%Added
Umb Bank N A15,066$883.3K0.01%+271+1.8%Added
Readystate Asset Management LP15,070$883.6K0.04%+15,070New
Sage Capital Advisors,llc15,084$884.4K0.22%−102,881−87.2%Reduced
Philadelphia Trust Co15,099$885.0K0.07%00.0%Unchanged
Evernest Financial Advisors, LLC15,113$886.1K0.29%00.0%Unchanged
Nwam LLC14,338$886.1K0.05%+628+4.6%Added
Signal Advisors Wealth, LLC15,123$886.7K0.07%+8,969+145.7%Added
GM Advisory Group, Inc.15,124$886.7K0.04%−24,385−61.7%Reduced
Brass Tax Wealth Management, Inc15,176$889.8K0.17%+227+1.5%Added
Tradition Wealth Management, LLC15,207$891.6K0.07%+462+3.1%Added
Meridian Wealth Management, LLC15,283$892.9K0.04%+374+2.5%Added
WESPAC Advisors, LLC15,235$893.2K0.62%+15,235New
Salvus Wealth Management, LLC15,258$894.6K0.52%−104−0.7%Reduced
Gsa Capital Partners LLP15,279$896.0K0.06%−1,779−10.4%Reduced
CWS Financial Advisors, LLC15,339$899.3K0.26%+70+0.5%Added
Bartlett & Co. Wealth Management LLC15,114$900.1K0.01%−175−1.1%Reduced
Klingenstein Fields & Co LP15,365$900.9K0.04%00.0%Unchanged
Kapstone Financial Advisors LLC15,395$902.6K0.45%+1,114+7.8%Added