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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 76,642 | $1.49M | 0.12% | −27,872−26.7% | Reduced |
| Keynote Financial Services LLC | 25,427 | $1.49M | 1.00% | −300−1.2% | Reduced |
| Bulltick Wealth Management, LLC | 25,000 | $1.49M | 0.37% | −5,000−16.7% | Reduced |
| Castlekeep Investment Advisors LLC | 25,435 | $1.49M | 0.73% | −7,201−22.1% | Reduced |
| Ignite Planners, LLC | 25,740 | $1.49M | 0.26% | −452−1.7% | Reduced |
| Rothschild Investment LLC | 25,723 | $1.51M | 0.09% | +2,761+12.0% | Added |
| J. Goldman & Co LP | 25,876 | $1.52M | 0.05% | +25,876 | New |
| HBK Sorce Advisory LLC | 26,002 | $1.52M | 0.04% | −637−2.4% | Reduced |
| United Advisor Group, LLC | 26,039 | $1.53M | 0.26% | +533+2.1% | Added |
| Vista Investment Partners LLC | 26,063 | $1.53M | 0.44% | 00.0% | Unchanged |
| Sharpepoint LLC | 26,194 | $1.54M | 1.58% | +1,123+4.5% | Added |
| Radnor Capital Management, LLC | 26,196 | $1.54M | 0.25% | 00.0% | Unchanged |
| Madden Securities Corp | 26,234 | $1.54M | 0.52% | −1,050−3.8% | Reduced |
| Rossmore Private Capital | 26,310 | $1.54M | 0.18% | +240+0.9% | Added |
| Jacobi Capital Management LLC | 26,430 | $1.55M | 0.10% | +95+0.4% | Added |
| Brady Martz Wealth Solutions, LLC | 26,548 | $1.56M | 0.30% | +139+0.5% | Added |
| Left Brain Wealth Management, LLC | 26,805 | $1.57M | 0.55% | +266+1.0% | Added |
| Trust Co of Toledo NA | 26,807 | $1.57M | 0.17% | +3,054+12.9% | Added |
| Taylor Hoffman Capital Management LLC | 26,944 | $1.58M | 0.54% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 26,958 | $1.58M | 0.15% | −195−0.7% | Reduced |
| Keudell/Morrison Wealth Management | 27,014 | $1.58M | 0.35% | −1,525−5.3% | Reduced |
| Hohimer Wealth Management, LLC | 27,066 | $1.59M | 0.28% | −55−0.2% | Reduced |
| Delta Capital Management LLC | 27,130 | $1.59M | 0.89% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 27,138 | $1.59M | 0.92% | −34−0.1% | Reduced |
| Cascade Investment Group, Inc. | 27,205 | $1.60M | 1.11% | +1,271+4.9% | Added |
| X-Square Capital, LLC | 27,277 | $1.60M | 0.58% | +6,822+33.4% | Added |
| Inceptionr LLC | 27,297 | $1.60M | 0.37% | +22,692+492.8% | Added |
| Aviance Capital Partners, LLC | 27,308 | $1.60M | 0.21% | +118+0.4% | Added |
| Berkeley Capital Partners, LLC | 27,310 | $1.60M | 0.41% | −7,128−20.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,317 | $1.60M | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 27,419 | $1.61M | 0.23% | +16,260+145.7% | Added |
| Legacy Private Trust Co. | 27,450 | $1.61M | 0.10% | +8,663+46.1% | Added |
| Applied Capital LLC | 27,493 | $1.61M | 1.20% | −460−1.6% | Reduced |
| Caldwell Trust Co | 27,520 | $1.61M | 0.16% | −458−1.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 27,643 | $1.62M | 0.03% | −1,125−3.9% | Reduced |
| Cornercap Investment Counsel Inc | 27,685 | $1.62M | 0.85% | −616−2.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 27,918 | $1.64M | 0.10% | +27,918 | New |
| F/M Investments LLC | 28,025 | $1.64M | 0.06% | +1,509+5.7% | Added |
| National Asset Management, Inc. | 28,071 | $1.65M | 0.08% | −36,756−56.7% | Reduced |
| Affinity Investment Advisors, LLC | 28,076 | $1.65M | 1.25% | −3,728−11.7% | Reduced |
| Focus Financial Network, Inc. | 28,660 | $1.68M | 0.07% | +2,184+8.2% | Added |
| Groupama Asset Managment | 28,662 | $1.68M | 0.03% | +4,551+18.9% | Added |
| GoalVest Advisory LLC | 28,734 | $1.68M | 0.42% | +815+2.9% | Added |
| Stratos Wealth Advisors, LLC | 28,980 | $1.70M | 0.09% | +51+0.2% | Added |
| Silverlake Wealth Management LLC | 29,096 | $1.71M | 0.50% | +935+3.3% | Added |
| Fox Run Management, L.L.C. | 29,116 | $1.71M | 0.28% | +29,116 | New |
| Exencial Wealth Advisors, LLC | 29,213 | $1.71M | 0.06% | −3,037−9.4% | Reduced |
| Central Valley Advisors, LLC | 29,259 | $1.72M | 0.58% | +29,259 | New |
| Callan Family Office, LLC | 29,260 | $1.72M | 0.05% | +19,755+207.8% | Added |
| Western Wealth Management, LLC | 29,323 | $1.72M | 0.10% | −142−0.5% | Reduced |
| Daymark Wealth Partners, LLC | 29,384 | $1.72M | 0.07% | +545+1.9% | Added |
| CSS LLC | 29,410 | $1.72M | 0.11% | +1,990+7.3% | Added |
| RoundAngle Advisors LLC | 29,482 | $1.73M | 1.44% | +831+2.9% | Added |
| Mid-American Wealth Advisory Group, Inc. | 29,585 | $1.73M | 0.83% | −5,325−15.3% | Reduced |
| Moneta Group Investment Advisors LLC | 29,623 | $1.74M | 0.02% | +2,622+9.7% | Added |
| Marino, Stram & Associates LLC | 30,094 | $1.76M | 0.36% | +172+0.6% | Added |
| Harbor Capital Advisors, Inc. | 30,353 | $1.78M | 0.07% | +159+0.5% | Added |
| Bradley Foster & Sargent Inc | 30,387 | $1.78M | 0.03% | +990+3.4% | Added |
| Cullinan Associates Inc | 30,527 | $1.79M | 0.12% | −900−2.9% | Reduced |
| Botty Investors LLC | 30,117 | $1.80M | 0.53% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 30,694 | $1.80M | 0.22% | −274−0.9% | Reduced |
| CMG Global Holdings, LLC | 30,690 | $1.80M | 0.95% | −194−0.6% | Reduced |
| Precedent Wealth Partners, LLC | 30,748 | $1.80M | 0.44% | +3,476+12.7% | Added |
| Brandywine Trust Co | 30,814 | $1.81M | 0.28% | 00.0% | Unchanged |
| Lynch & Associates | 31,018 | $1.82M | 0.37% | +871+2.9% | Added |
| OmniStar Financial Group, Inc. | 31,112 | $1.82M | 1.37% | +1,909+6.5% | Added |
| Beverly Hills Private Wealth, LLC | 31,126 | $1.82M | 0.34% | −1,335−4.1% | Reduced |
| Ti-Trust, Inc | 31,205 | $1.83M | 1.23% | +18,230+140.5% | Added |
| Fifth Third Wealth Advisors LLC | 31,258 | $1.83M | 0.08% | +12,019+62.5% | Added |
| Wetherby Asset Management Inc | 31,379 | $1.84M | 0.08% | +31,379 | New |
| Paradigm Capital Management, LLC | 31,478 | $1.85M | 1.82% | +500+1.6% | Added |
| Griffin Asset Management, Inc. | 31,497 | $1.85M | 0.22% | +1,012+3.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,527 | $1.85M | 0.02% | −4,955−13.6% | Reduced |
| Wedbush Securities Inc | 31,585 | $1.85M | 0.06% | −3,572−10.2% | Reduced |
| Green Square Capital Advisors LLC | 31,660 | $1.86M | 0.22% | −3,508−10.0% | Reduced |
| Pure Financial Advisors, Inc. | 31,853 | $1.87M | 0.03% | −1,229−3.7% | Reduced |
| Poehling Capital Management, LLC | 32,139 | $1.88M | 0.44% | +1,387+4.5% | Added |
| King Luther Capital Management Corp | 32,263 | $1.89M | 0.01% | +191+0.6% | Added |
| HF Advisory Group, LLC | 32,270 | $1.89M | 0.75% | +1,937+6.4% | Added |
| Kavar Capital Partners Group, LLC | 32,535 | $1.91M | 0.27% | +600+1.9% | Added |
| Jefferies Financial Group Inc. | 32,656 | $1.91M | 0.03% | +32,656 | New |
| Salem Investment Counselors Inc | 32,113 | $1.92M | 0.06% | −52−0.2% | Reduced |
| StoneX Group Inc. | 32,327 | $1.93M | 0.09% | −3,119−8.8% | Reduced |
| Shoker Investment Counsel, Inc. | 32,929 | $1.93M | 0.61% | +597+1.8% | Added |
| Element Squared LLC | 33,034 | $1.94M | 1.21% | +33,034 | New |
| Bogart Wealth, LLC | 33,040 | $1.94M | 0.08% | −144−0.4% | Reduced |
| SageView Advisory Group, LLC | 33,086 | $1.94M | 0.07% | +692+2.1% | Added |
| Berkshire Asset Management LLC | 33,181 | $1.95M | 0.09% | 00.0% | Unchanged |
| Greenleaf Trust | 33,358 | $1.96M | 0.02% | −9,377−21.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,496 | $1.96M | 0.05% | +1,465+4.6% | Added |
| Prime Capital Investment Advisors, LLC | 33,704 | $1.98M | 0.03% | −16,575−33.0% | Reduced |
| Ameritas Advisory Services, LLC | 33,737 | $1.98M | 0.10% | −9,170−21.4% | Reduced |
| Moloney Securities Asset Management, LLC | 33,882 | $1.99M | 0.25% | −26−0.1% | Reduced |
| Citizens Financial Group Inc | 33,948 | $1.99M | 0.03% | +6,604+24.2% | Added |
| Redwood Investment Management, LLC | 34,149 | $2.00M | 0.21% | −2,018−5.6% | Reduced |
| one8zero8, LLC | 34,349 | $2.01M | 0.48% | +245+0.7% | Added |
| WP Advisors, LLC | 34,470 | $2.02M | 0.56% | +721+2.1% | Added |
| Weinberger Asset Management, Inc | 34,505 | $2.02M | 0.78% | −153−0.4% | Reduced |
| Ellenbecker Investment Group | 34,780 | $2.04M | 0.33% | −691−1.9% | Reduced |
| WSFS Capital Management, LLC | 34,867 | $2.04M | 0.11% | −2,304−6.2% | Reduced |