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 |
|---|---|---|---|---|---|
| Franklin Street Advisors Inc | 19,579 | $1.15M | 0.07% | +910+4.9% | Added |
| Ronald Blue Trust, Inc. | 19,640 | $1.15M | 0.01% | +2,783+16.5% | Added |
| Beese Fulmer Investment Management, Inc. | 19,694 | $1.15M | 0.09% | −718−3.5% | Reduced |
| Midwest Trust Co | 19,806 | $1.16M | 0.02% | +19,806 | New |
| R.m.sincerbeaux Capital Management LLC | 19,832 | $1.16M | 0.66% | +700+3.7% | Added |
| Cornerstone Select Advisors, LLC | 19,857 | $1.16M | 1.02% | −902−4.3% | Reduced |
| Park National Corp | 19,883 | $1.17M | 0.04% | −377−1.9% | Reduced |
| Morningstar Investment Management LLC | 19,897 | $1.17M | 0.10% | −1,413−6.6% | Reduced |
| First Nebraska Trust Co | 19,911 | $1.17M | 0.11% | −100−0.5% | Reduced |
| Burney Co | 19,912 | $1.17M | 0.04% | +12,006+151.9% | Added |
| ProVise Management Group, LLC | 19,921 | $1.17M | 0.09% | −17,976−47.4% | Reduced |
| Charter Research & Investment Group, Inc. | 20,192 | $1.18M | 0.88% | 00.0% | Unchanged |
| Profund Advisors LLC | 20,199 | $1.18M | 0.04% | −3,332−14.2% | Reduced |
| Sonora Investment Management Group, LLC | 20,305 | $1.19M | 0.09% | +938+4.8% | Added |
| Ballentine Partners, LLC | 20,327 | $1.19M | 0.02% | +812+4.2% | Added |
| Private Wealth Asset Management, LLC | 20,371 | $1.19M | 0.16% | −494−2.4% | Reduced |
| Modera Wealth Management, LLC | 20,667 | $1.21M | 0.02% | −2,665−11.4% | Reduced |
| KLCM Advisors, Inc. | 20,675 | $1.21M | 0.13% | −1,103−5.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 20,742 | $1.22M | 0.16% | −121−0.6% | Reduced |
| Spreng Capital Management, Inc. | 20,815 | $1.22M | 0.50% | +69+0.3% | Added |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.22M | 0.29% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 20,906 | $1.23M | 0.42% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 20,931 | $1.23M | 0.48% | −226−1.1% | Reduced |
| SeaCrest Wealth Management, LLC | 20,941 | $1.23M | 0.13% | −20,689−49.7% | Reduced |
| Dodge & Cox | 21,000 | $1.23M | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 21,043 | $1.23M | 0.05% | −397−1.9% | Reduced |
| FCG Investment Co | 21,091 | $1.24M | 0.65% | +21,091 | New |
| Quilter Plc | 21,118 | $1.24M | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21,166 | $1.24M | 0.28% | +747+3.7% | Added |
| Chelsea Counsel Co | 20,842 | $1.24M | 0.62% | +70.0% | Added |
| Walleye Capital LLC | 21,245 | $1.25M | 0.01% | +21,245 | New |
| HCR Wealth Advisors | 21,277 | $1.25M | 0.15% | +23+0.1% | Added |
| Modern Wealth Management, LLC | 21,300 | $1.25M | 0.03% | +3,839+22.0% | Added |
| Valicenti Advisory Services Inc | 21,333 | $1.25M | 0.29% | −600−2.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 21,357 | $1.25M | 0.14% | −6,415−23.1% | Reduced |
| Finer Wealth Management, Inc. | 21,421 | $1.26M | 0.67% | +358+1.7% | Added |
| Qtron Investments LLC | 21,601 | $1.27M | 0.16% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21,605 | $1.27M | 0.08% | +742+3.6% | Added |
| Sargent Investment Group, LLC | 20,139 | $1.27M | 0.17% | +6,042+42.9% | Added |
| Crestwood Advisors Group LLC | 21,705 | $1.27M | 0.02% | +78+0.4% | Added |
| Everett Harris & Co | 21,726 | $1.27M | 0.02% | +4,425+25.6% | Added |
| Arete Wealth Advisors, LLC | 21,808 | $1.28M | 0.09% | +385+1.8% | Added |
| Ethos Financial Group, LLC | 21,828 | $1.28M | 0.11% | −2,843−11.5% | Reduced |
| FRG Family Wealth Advisors LLC | 21,867 | $1.28M | 0.22% | 00.0% | Unchanged |
| Forum Financial Management, LP | 21,946 | $1.29M | 0.02% | +1,139+5.5% | Added |
| Burke & Herbert Bank & Trust Co | 21,968 | $1.29M | 0.29% | 00.0% | Unchanged |
| Welch & Forbes LLC | 21,984 | $1.29M | 0.02% | +2,057+10.3% | Added |
| Narwhal Capital Management | 22,045 | $1.29M | 0.10% | −4,000−15.4% | Reduced |
| Stegent Equity Advisors, Inc. | 22,112 | $1.30M | 1.15% | +13,948+170.8% | Added |
| Retirement Guys Formula LLC | 22,218 | $1.30M | 0.49% | +313+1.4% | Added |
| Intrust Bank NA | 22,185 | $1.30M | 0.12% | +1,982+9.8% | Added |
| One Capital Management, LLC | 22,240 | $1.30M | 0.05% | 00.0% | Unchanged |
| Exeter Financial, LLC | 22,246 | $1.30M | 0.58% | +255+1.2% | Added |
| Leisure Capital Management | 22,352 | $1.31M | 0.49% | +145+0.7% | Added |
| Picton Mahoney Asset Management | 22,366 | $1.31M | 0.02% | +22,345+106,404.8% | Added |
| Fiduciary Trust Co | 22,414 | $1.31M | 0.02% | +96+0.4% | Added |
| First Horizon Advisors, Inc. | 22,499 | $1.32M | 0.03% | −644−2.8% | Reduced |
| Peak Retirement Planning, Inc. | 22,584 | $1.32M | 0.53% | +4,569+25.4% | Added |
| Catalyst Funds Management Pty Ltd | 22,600 | $1.33M | 0.37% | +10,240+82.8% | Added |
| Virtu Financial LLC | 22,627 | $1.33M | 0.07% | +22,627 | New |
| Leavell Investment Management, Inc. | 22,370 | $1.33M | 0.06% | +147+0.7% | Added |
| Beacon Financial Advisory LLC | 22,806 | $1.34M | 0.35% | +2,034+9.8% | Added |
| Marco Investment Management LLC | 22,848 | $1.34M | 0.11% | +4,630+25.4% | Added |
| American Century Companies Inc | 22,945 | $1.35M | 0.00% | −3,465−13.1% | Reduced |
| Flagship Harbor Advisors, LLC | 23,090 | $1.35M | 0.06% | −308−1.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 23,188 | $1.36M | 0.26% | −635−2.7% | Reduced |
| DGS Capital Management, LLC | 23,220 | $1.36M | 0.28% | +2,904+14.3% | Added |
| CBOE Vest Financial, LLC | 23,248 | $1.36M | 0.02% | +6,552+39.2% | Added |
| WealthCare Investment Partners, LLC | 22,901 | $1.37M | 0.49% | +2,165+10.4% | Added |
| Viewpoint Capital Management LLC | 23,358 | $1.37M | 0.67% | −1,381−5.6% | Reduced |
| Logan Capital Management Inc | 23,424 | $1.37M | 0.06% | −1,795−7.1% | Reduced |
| Lee Danner & Bass Inc | 23,452 | $1.37M | 0.11% | +37+0.2% | Added |
| Heritage Investors Management Corp | 23,445 | $1.38M | 0.04% | −5,690−19.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 23,533 | $1.38M | 0.57% | +759+3.3% | Added |
| LMCG Investments, LLC | 23,644 | $1.39M | 0.09% | +1,397+6.3% | Added |
| Rehmann Capital Advisory Group | 23,814 | $1.40M | 0.08% | +990+4.3% | Added |
| Fluent Financial, LLC | 23,917 | $1.40M | 0.58% | +23,917 | New |
| Alpha Cubed Investments, LLC | 23,936 | $1.40M | 0.05% | −2,201−8.4% | Reduced |
| Traynor Capital Management, Inc. | 24,192 | $1.41M | 0.10% | +544+2.3% | Added |
| VeraBank, N.A. | 24,056 | $1.41M | 0.28% | +583+2.5% | Added |
| Smartleaf Asset Management LLC | 24,108 | $1.42M | 0.12% | +932+4.0% | Added |
| Certified Advisory Corp | 24,194 | $1.42M | 0.15% | +257+1.1% | Added |
| Balyasny Asset Management LLC | 24,272 | $1.42M | 0.00% | −882,517−97.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 24,314 | $1.42M | 0.00% | +330+1.4% | Added |
| Redhawk Wealth Advisors, Inc. | 24,323 | $1.43M | 0.18% | +120+0.5% | Added |
| Semmax Financial Advisors Inc. | 22,254 | $1.43M | 0.37% | +273+1.2% | Added |
| Voleon Capital Management LP | 24,400 | $1.43M | 0.08% | +24,400 | New |
| Donoghue Forlines LLC | 24,593 | $1.44M | 0.41% | −579−2.3% | Reduced |
| Moody National Bank Trust Division | 24,607 | $1.44M | 0.13% | +133+0.5% | Added |
| Crawford Investment Counsel Inc | 24,652 | $1.45M | 0.03% | +31+0.1% | Added |
| Farringdon Capital, Ltd. | 24,703 | $1.45M | 0.49% | +24,703 | New |
| Wedgewood Investors Inc | 24,930 | $1.46M | 1.68% | −330−1.3% | Reduced |
| Aprio Wealth Management, LLC | 24,986 | $1.46M | 0.17% | +2,837+12.8% | Added |
| ORG Partners LLC | 25,251 | $1.47M | 0.31% | +6,811+36.9% | Added |
| Clear Creek Financial Management, LLC | 25,106 | $1.47M | 0.14% | −69−0.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 25,160 | $1.48M | 0.12% | +6,148+32.3% | Added |
| Two Sigma Securities, LLC | 25,187 | $1.48M | 0.18% | +25,187 | New |
| Wolverine Trading, LLC | 25,251 | $1.48M | 0.04% | +25,251 | New |
| Kovack Advisors, Inc. | 25,320 | $1.48M | 0.15% | +1,433+6.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 25,377 | $1.49M | 0.28% | +1,645+6.9% | Added |