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
- 2,267
- +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
- 1,005 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 |
|---|---|---|---|---|---|
| William B. Walkup & Associates, Inc. | 447 | $26.2K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 447 | $26.3K | 0.01% | +5+1.1% | Added |
| Carderock Capital Management Inc | 450 | $26.4K | 0.01% | +450 | New |
| Sierra Ocean, LLC | 452 | $26.5K | 0.02% | −57−11.2% | Reduced |
| Darwin Advisors, LLC | 455 | $26.7K | 0.01% | −356−43.9% | Reduced |
| Graney & King, LLC | 459 | $26.9K | 0.02% | +5+1.1% | Added |
| Inlight Wealth Management, LLC | 463 | $27.1K | 0.01% | −49−9.6% | Reduced |
| Retirement Wealth Solutions LLC | 477 | $28.0K | 0.02% | +5+1.1% | Added |
| Capital A Wealth Management, LLC | 713 | $28.8K | 0.33% | −2,625−78.6% | Reduced |
| Redwood Park Advisors LLC | 500 | $29.3K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 500 | $29.3K | 0.00% | +400+400.0% | Added |
| Olistico Wealth, LLC | 516 | $30.3K | 0.02% | −123−19.2% | Reduced |
| Dogwood Wealth Management LLC | 509 | $30.3K | 0.01% | +120+30.8% | Added |
| Fairman Group, LLC | 521 | $31.1K | 0.03% | +9+1.8% | Added |
| Legacy Wealth Managment, LLC | 530 | $31.1K | 0.02% | −219−29.2% | Reduced |
| Legacy Investment Solutions, LLC | 530 | $31.1K | 0.02% | +530 | New |
| Anfield Capital Management, LLC | 539 | $31.6K | 0.01% | +415+334.7% | Added |
| Iron Horse Wealth Management, LLC | 541 | $31.7K | 0.01% | −125−18.8% | Reduced |
| TD Capital Management LLC | 574 | $33.6K | 0.00% | +4+0.7% | Added |
| Winnow Wealth LLC | 600 | $35.2K | 0.03% | −18,401−96.8% | Reduced |
| Accordant Advisory Group Inc | 600 | $35.2K | 0.03% | −25−4.0% | Reduced |
| Consultiva Wealth Management, Corp. | 600 | $35.2K | 0.11% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 600 | $35.2K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 612 | $35.9K | 0.01% | +7+1.2% | Added |
| Ogorek Anthony Joseph | 619 | $36.0K | 0.01% | +7+1.1% | Added |
| Pinney & Scofield, Inc. | 631 | $37.0K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 640 | $37.5K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 645 | $37.8K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 657 | $38.2K | 0.01% | −1,875−74.1% | Reduced |
| Promus Capital, LLC | 653 | $38.3K | 0.02% | +11+1.7% | Added |
| Pacifica Partners Inc. | 654 | $38.4K | 0.02% | +7+1.1% | Added |
| Alerus Financial NA | 659 | $38.6K | 0.00% | +659 | New |
| WFA of San Diego, LLC | 665 | $39.0K | 0.03% | +665 | New |
| Proathlete Wealth Management LLC | 677 | $39.7K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 678 | $39.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 680 | $39.9K | 0.01% | −48−6.6% | Reduced |
| St. Johns Investment Management Company, LLC | 689 | $40.4K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 710 | $41.0K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 708 | $41.7K | 0.02% | −638−47.4% | Reduced |
| Compass Financial Services Inc | 717 | $42.0K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 731 | $42.9K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 725 | $43.2K | 0.00% | +50+7.4% | Added |
| Dynamic Wealth Strategies, LLC | 741 | $43.4K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 750 | $44.0K | 0.00% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 750 | $44.0K | 0.03% | +115+18.1% | Added |
| Ulland Investment Advisors, LLC | 742 | $44.0K | 0.03% | 00.0% | Unchanged |
| BNP Paribas | 765 | $44.9K | 0.00% | +135+21.4% | Added |
| Roble, Belko & Company, Inc | 790 | $46.0K | 0.01% | −1,241−61.1% | Reduced |
| Chapman Financial Group, LLC | 786 | $46.1K | 0.04% | +786 | New |
| Creekmur Asset Management LLC | 787 | $46.2K | 0.01% | +4+0.5% | Added |
| Bruce G. Allen Investments, LLC | 812 | $47.6K | 0.04% | +32+4.1% | Added |
| Pineridge Advisors LLC | 819 | $48.0K | 0.02% | +3+0.4% | Added |
| Covestor Ltd | 819 | $48.0K | 0.03% | −47−5.4% | Reduced |
| Nalls Sherbakoff Group, LLC | 825 | $48.4K | 0.04% | −650−44.1% | Reduced |
| Tortoise Investment Management, LLC | 825 | $48.4K | 0.00% | +93+12.7% | Added |
| CBIZ Investment Advisory Services, LLC | 839 | $49.3K | 0.00% | +114+15.7% | Added |
| Islay Capital Management, LLC | 842 | $49.4K | 0.03% | 00.0% | Unchanged |
| Bulwark Capital Corp | 846 | $49.6K | 0.04% | +846 | New |
| Investment Management Corp | 873 | $51.2K | 0.05% | +126+16.9% | Added |
| Plante Moran Financial Advisors, LLC | 905 | $53.1K | 0.00% | −782−46.4% | Reduced |
| West Branch Capital LLC | 906 | $53.1K | 0.02% | −300−24.9% | Reduced |
| REAP Financial Group, LLC | 921 | $54.0K | 0.01% | +334+56.9% | Added |
| GFG Capital, LLC | 943 | $55.3K | 0.02% | +943 | New |
| Asset Dedication, LLC | 949 | $55.6K | 0.00% | +135+16.6% | Added |
| New England Capital Financial Advisors LLC | 977 | $57.3K | 0.03% | −762−43.8% | Reduced |
| Sawyer & Company, Inc | 800 | $57.6K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 983 | $57.6K | 0.07% | +983 | New |
| SOA Wealth Advisors, LLC. | 985 | $57.7K | 0.01% | +303+44.4% | Added |
| Pingora Partners LLC | 1,000 | $58.6K | 0.04% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,000 | $58.6K | 0.04% | +1,000 | New |
| SJS Investment Consulting Inc. | 1,005 | $58.9K | 0.01% | −17−1.7% | Reduced |
| Tower View Investment Management & Research LLC | 1,016 | $59.5K | 0.03% | +18+1.8% | Added |
| Private Wealth Management Group, LLC | 1,019 | $59.7K | 0.02% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 1,029 | $60.3K | 0.04% | −323−23.9% | Reduced |
| Lavaca Capital LLC | 1,031 | $60.4K | 0.02% | −282−21.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,041 | $61.0K | 0.00% | +286+37.9% | Added |
| Glen Eagle Advisors, LLC | 1,049 | $61.5K | 0.01% | +30+2.9% | Added |
| Brown, Lisle/Cummings, Inc. | 1,050 | $61.6K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 1,052 | $61.7K | 0.02% | −190−15.3% | Reduced |
| Copia Wealth Management | 1,063 | $62.3K | 0.05% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 1,064 | $62.4K | 0.04% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,064 | $62.4K | 0.02% | +112+11.8% | Added |
| Redmont Wealth Advisors LLC | 1,065 | $62.4K | 0.09% | +59+5.9% | Added |
| Pandora Wealth, Inc. | 1,096 | $64.3K | 0.04% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,100 | $64.5K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,112 | $65.2K | 0.05% | −27−2.4% | Reduced |
| Hopwood Financial Services, Inc. | 1,131 | $66.3K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,179 | $69.1K | 0.00% | −121−9.3% | Reduced |
| Tacita Capital Inc | 1,187 | $69.6K | 0.04% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,188 | $69.7K | 0.05% | +1,044+725.0% | Added |
| First PREMIER Bank | 1,190 | $70.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,200 | $70.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,210 | $70.9K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,214 | $71.2K | 0.04% | −2,200−64.4% | Reduced |
| Western Pacific Wealth Management, LP | 1,220 | $71.5K | 0.07% | +1,220 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,233 | $72.3K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,244 | $72.9K | 0.02% | −114−8.4% | Reduced |
| Community Bank, N.A. | 1,250 | $73.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,250 | $73.3K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,263 | $74.0K | 0.05% | +454+56.1% | Added |