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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 15,157 | $904.1K | 0.02% | −40.0% | Reduced |
| Dakota Wealth Management | 15,432 | $905.1K | 0.02% | +2,529+19.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 15,473 | $907.2K | 0.30% | +623+4.2% | Added |
| Quest Partners LLC | 15,554 | $911.9K | 0.09% | +8,729+127.9% | Added |
| McGowan Group Asset Management, Inc. | 15,658 | $918.1K | 0.12% | +44+0.3% | Added |
| LifeWealth Investments, LLC | 15,748 | $923.3K | 0.16% | −1,182−7.0% | Reduced |
| Loomis Sayles & Co L P | 15,810 | $926.9K | 0.00% | −1,180−6.9% | Reduced |
| Ancora Advisors, LLC | 15,828 | $928.0K | 0.02% | −254−1.6% | Reduced |
| Rexford Capital Inc | 15,832 | $928.2K | 0.77% | +15,832 | New |
| Atlas Capital Advisors LLC | 15,847 | $929.1K | 0.11% | −5,296−25.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 15,857 | $929.7K | 0.12% | +370+2.4% | Added |
| WealthPLAN Partners, LLC | 15,869 | $930.4K | 0.15% | −947−5.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 15,891 | $931.7K | 0.05% | +48+0.3% | Added |
| Boothbay Fund Management, LLC | 16,034 | $940.1K | 0.03% | −3,114−16.3% | Reduced |
| Ieq Capital, LLC | 16,036 | $940.2K | 0.01% | −11,714−42.2% | Reduced |
| Checchi Capital Advisers, LLC | 16,051 | $941.1K | 0.07% | +69+0.4% | Added |
| Richard W. Paul & Associates, LLC | 16,070 | $942.2K | 0.34% | −1,835−10.2% | Reduced |
| Beck Mack & Oliver LLC | 16,090 | $943.4K | 0.02% | −150−0.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $943.9K | 0.29% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 16,192 | $949.3K | 0.02% | −45−0.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 16,195 | $949.5K | 0.06% | −558−3.3% | Reduced |
| MTM Investment Management, LLC | 16,286 | $954.8K | 0.32% | +80.0% | Added |
| Woodward Diversified Capital, LLC | 16,370 | $959.8K | 0.49% | +3,908+31.4% | Added |
| Phil A. Younker & Associates, Ltd. | 16,432 | $963.4K | 0.95% | +255+1.6% | Added |
| American Financial & Tax Strategies Inc | 16,447 | $964.3K | 0.50% | 00.0% | Unchanged |
| Clarity Financial LLC | 16,461 | $965.1K | 0.10% | +696+4.4% | Added |
| Integrity Alliance, LLC. | 16,469 | $965.6K | 0.05% | −6,438−28.1% | Reduced |
| D'Orazio & Associates, Inc. | 16,505 | $967.7K | 0.14% | +270+1.7% | Added |
| Wagner Wealth Management, LLC | 16,513 | $968.2K | 0.22% | +1,091+7.1% | Added |
| Invst, LLC | 16,515 | $968.3K | 0.12% | +327+2.0% | Added |
| Avidian Wealth Solutions, LLC | 16,551 | $970.4K | 0.04% | +2,759+20.0% | Added |
| Milestone Asset Management, LLC | 16,564 | $971.1K | 0.21% | +16,564 | New |
| Cigna Investments Inc | 16,616 | $975.0K | 0.17% | −470−2.8% | Reduced |
| American National Bank | 16,656 | $976.5K | 0.10% | +10,175+157.0% | Added |
| Ted Buchan & Co | 16,670 | $977.4K | 0.39% | +2,237+15.5% | Added |
| Fiduciary Alliance LLC | 16,737 | $981.3K | 0.07% | +7,978+91.1% | Added |
| Ameritas Investment Partners, Inc. | 16,781 | $983.9K | 0.03% | −320−1.9% | Reduced |
| NBC Securities, Inc. | 16,802 | $985.0K | 0.08% | +82+0.5% | Added |
| Clarius Group, LLC | 16,803 | $985.2K | 0.06% | −659−3.8% | Reduced |
| Close Asset Management Ltd | 16,824 | $986.0K | 0.03% | −2,619−13.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,866 | $988.8K | 0.00% | −6,434−27.6% | Reduced |
| Apexium Financial, LP | 16,875 | $989.4K | 0.05% | +187+1.1% | Added |
| Grove Bank & Trust | 16,953 | $994.0K | 0.12% | +57+0.3% | Added |
| Jamison Private Wealth Management, Inc. | 17,140 | $1.00M | 0.14% | −18,546−52.0% | Reduced |
| BKD Wealth Advisors, LLC | 17,331 | $1.02M | 0.02% | +699+4.2% | Added |
| Centaurus Financial, Inc. | 17,475 | $1.02M | 0.06% | +978+5.9% | Added |
| Allianz SE | 17,515 | $1.03M | 0.02% | +2,845+19.4% | Added |
| Cidel Asset Management Inc | 17,525 | $1.03M | 0.06% | −1,112−6.0% | Reduced |
| Searle & Co. | 17,578 | $1.03M | 0.29% | −334−1.9% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $1.03M | 0.18% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 17,299 | $1.03M | 0.03% | +568+3.4% | Added |
| GWN Securities Inc. | 17,633 | $1.03M | 0.19% | −31,241−63.9% | Reduced |
| Syon Capital LLC | 17,820 | $1.04M | 0.07% | +3,296+22.7% | Added |
| Fidelis Capital Partners, LLC | 16,589 | $1.05M | 0.10% | +972+6.2% | Added |
| Wedmont Private Capital | 18,151 | $1.05M | 0.04% | +3,108+20.7% | Added |
| Paradigm Asset Management Co LLC | 17,900 | $1.05M | 0.26% | +15,300+588.5% | Added |
| James J. Burns & Company, LLC | 17,906 | $1.05M | 0.17% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 17,978 | $1.05M | 0.09% | −447−2.4% | Reduced |
| Fulton Bank, N.A. | 18,005 | $1.06M | 0.04% | −1,653−8.4% | Reduced |
| Excalibur Management Corp | 18,012 | $1.06M | 0.40% | −400−2.2% | Reduced |
| Everstar Asset Management, LLC | 18,143 | $1.06M | 0.65% | +893+5.2% | Added |
| Retirement Planning Group | 18,196 | $1.07M | 0.05% | +1,231+7.3% | Added |
| Capital Advisors Inc | 18,208 | $1.07M | 0.02% | −546−2.9% | Reduced |
| Burns J W & Co Inc | 18,215 | $1.07M | 0.13% | −731−3.9% | Reduced |
| Skopos Labs, Inc. | 18,222 | $1.07M | 0.14% | +9,302+104.3% | Added |
| Leo Wealth, LLC | 18,252 | $1.07M | 0.08% | +9,615+111.3% | Added |
| Kanawha Capital Management LLC | 18,306 | $1.07M | 0.08% | −78−0.4% | Reduced |
| Zhang Financial LLC | 18,307 | $1.07M | 0.05% | −176−1.0% | Reduced |
| Annex Advisory Services, LLC | 18,344 | $1.08M | 0.03% | −309−1.7% | Reduced |
| Ashton Thomas Securities, LLC | 18,374 | $1.08M | 0.26% | −575−3.0% | Reduced |
| WFA Asset Management Corp | 23,662 | $1.08M | 0.61% | +3,832+19.3% | Added |
| Lazari Capital Management, Inc. | 18,407 | $1.08M | 0.41% | −402−2.1% | Reduced |
| Mission Wealth Management, LP | 18,421 | $1.08M | 0.02% | +412+2.3% | Added |
| My Legacy Advisors, LLC | 18,454 | $1.08M | 0.38% | +1,129+6.5% | Added |
| Joel Isaacson & Co., LLC | 18,475 | $1.08M | 0.04% | +2,085+12.7% | Added |
| Centennial Wealth Advisory LLC | 18,484 | $1.08M | 0.34% | −2,966−13.8% | Reduced |
| Savvy Advisors, Inc. | 18,492 | $1.08M | 0.07% | +2,150+13.2% | Added |
| Independent Wealth Network Inc. | 18,504 | $1.08M | 0.39% | +148+0.8% | Added |
| denkapparat Operations GmbH | 18,594 | $1.09M | 0.87% | +1,620+9.5% | Added |
| BancorpSouth Bank | 18,638 | $1.09M | 0.07% | −40−0.2% | Reduced |
| Cortland Associates Inc | 18,642 | $1.09M | 0.13% | +279+1.5% | Added |
| Cumberland Partners Ltd | 18,650 | $1.09M | 0.08% | +18,650 | New |
| Aster Capital Management (DIFC) Ltd | 18,676 | $1.09M | 0.25% | +14,366+333.3% | Added |
| Williamson Legacy Group, LLC | 18,727 | $1.10M | 0.93% | +18,727 | New |
| Dudley Capital Management, LLC | 18,770 | $1.10M | 0.55% | +420+2.3% | Added |
| Allegheny Financial Group LTD | 18,837 | $1.10M | 0.25% | +2,536+15.6% | Added |
| Spire Wealth Management | 19,021 | $1.11M | 0.04% | −10,035−34.5% | Reduced |
| Center For Asset Management LLC | 21,277 | $1.11M | 0.68% | −435−2.0% | Reduced |
| Widmann Financial Services, Inc. | 18,997 | $1.11M | 0.78% | −83−0.4% | Reduced |
| Sumitomo Life Insurance Co | 19,046 | $1.12M | 0.08% | −1,372−6.7% | Reduced |
| Federated Hermes, Inc. | 19,052 | $1.12M | 0.00% | −2,203−10.4% | Reduced |
| IFG Advisory, LLC | 19,099 | $1.12M | 0.06% | +401+2.1% | Added |
| Mork Capital Management, LLC | 19,100 | $1.12M | 0.82% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 19,212 | $1.13M | 0.96% | +20.0% | Added |
| PBMares Wealth Management LLC | 19,233 | $1.13M | 0.21% | +110+0.6% | Added |
| Capital International Sarl | 19,348 | $1.13M | 0.02% | −31,807−62.2% | Reduced |
| KC Investment Advisors, LLC | 19,381 | $1.14M | 0.39% | −19,239−49.8% | Reduced |
| Terry L. Blaker | 19,485 | $1.14M | 0.04% | −2,882−12.9% | Reduced |
| RiverFront Investment Group, LLC | 19,494 | $1.14M | 0.02% | +1,848+10.5% | Added |
| Smith, Moore & Co. | 19,576 | $1.15M | 0.10% | −202−1.0% | Reduced |