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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Ellsworth Advisors, LLC | 101,476 | $5.95M | 1.45% | +82,013+421.4% | Added |
| Hartford Investment Management Co | 101,880 | $5.97M | 0.19% | −1,644−1.6% | Reduced |
| Algert Global LLC | 102,548 | $6.01M | 0.13% | −10,300−9.1% | Reduced |
| Ar Asset Management Inc | 103,051 | $6.04M | 1.34% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 103,227 | $6.05M | 0.05% | +1,531+1.5% | Added |
| Linden Thomas Advisory Services, LLC | 103,339 | $6.06M | 0.67% | +69,095+201.8% | Added |
| Brookstone Capital Management | 103,438 | $6.06M | 0.08% | −11,070−9.7% | Reduced |
| Octavia Wealth Advisors, LLC | 101,997 | $6.08M | 0.69% | −12,879−11.2% | Reduced |
| Venture Visionary Partners LLC | 103,897 | $6.09M | 0.23% | −7,251−6.5% | Reduced |
| Atria Investments LLC | 105,211 | $6.17M | 0.07% | +6,588+6.7% | Added |
| Kovitz Investment Group Partners, LLC | 105,660 | $6.24M | 0.03% | +2,747+2.7% | Added |
| RMB Capital Management, LLC | 104,679 | $6.24M | 0.12% | +16,556+18.8% | Added |
| Norden Group LLC | 107,519 | $6.30M | 0.68% | +82,499+329.7% | Added |
| Eagle Global Advisors LLC | 107,556 | $6.31M | 0.26% | +100+0.1% | Added |
| BBR Partners, LLC | 107,764 | $6.32M | 0.39% | −270.0% | Reduced |
| Kentucky Retirement Systems | 108,700 | $6.37M | 0.19% | −7,123−6.1% | Reduced |
| Richard Bernstein Advisors LLC | 108,799 | $6.38M | 0.16% | +108,799 | New |
| Keystone Financial Planning, Inc. | 109,694 | $6.43M | 1.94% | 00.0% | Unchanged |
| Central Trust Co | 110,168 | $6.46M | 0.15% | −1,694−1.5% | Reduced |
| Hutner Capital Management Inc | 110,894 | $6.50M | 2.96% | +4,161+3.9% | Added |
| Commonwealth Retirement Investments LLC | 110,937 | $6.50M | 2.47% | −8,845−7.4% | Reduced |
| Shilanski & Associates, Inc. | 110,032 | $6.56M | 1.88% | −470−0.4% | Reduced |
| Gateway Investment Advisers LLC | 112,456 | $6.59M | 0.07% | −15,185−11.9% | Reduced |
| Mutual Advisors, LLC | 112,196 | $6.71M | 0.17% | +4,638+4.3% | Added |
| Brown Brothers Harriman & Co | 116,095 | $6.81M | 0.04% | −2,126−1.8% | Reduced |
| Mizuho Securities USA LLC | 116,408 | $6.83M | 0.15% | +116,408 | New |
| CX Institutional | 116,568 | $6.83M | 0.24% | −5,360−4.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 116,638 | $6.84M | 0.17% | +116,638 | New |
| Archford Capital Strategies, LLC | 116,956 | $6.86M | 0.88% | +38,655+49.4% | Added |
| Two Sigma Advisers, LP | 117,100 | $6.87M | 0.01% | −6,500−5.3% | Reduced |
| Symphony Financial, Ltd. Co. | 114,832 | $6.90M | 0.90% | +87,659+322.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 117,756 | $6.90M | 2.25% | +407+0.3% | Added |
| Avantax Planning Partners, Inc. | 117,757 | $6.90M | 0.22% | +7,409+6.7% | Added |
| Atlantic Union Bankshares Corp | 117,808 | $6.91M | 0.16% | +15,801+15.5% | Added |
| Schwerin Boyle Capital Management Inc | 118,715 | $6.96M | 0.78% | −6,000−4.8% | Reduced |
| Stony Point Wealth Management Inc. | 118,796 | $6.97M | 2.96% | −1,170−1.0% | Reduced |
| Kennon-Green & Company, LLC | 120,640 | $7.01M | 5.61% | −2,240−1.8% | Reduced |
| Synovus Financial Corp | 122,461 | $7.18M | 0.09% | −6,071−4.7% | Reduced |
| KWMG, LLC | 123,529 | $7.24M | 0.68% | −1,608−1.3% | Reduced |
| Natixis | 123,858 | $7.26M | 0.04% | +8,001+6.9% | Added |
| Independent Advisor Alliance | 126,724 | $7.43M | 0.21% | −6,115−4.6% | Reduced |
| Concurrent Investment Advisors, LLC | 127,106 | $7.45M | 0.14% | +12,894+11.3% | Added |
| Public Sector Pension Investment Board | 127,296 | $7.46M | 0.03% | −102,924−44.7% | Reduced |
| Newport Trust Co | 128,523 | $7.54M | 0.02% | −2,355−1.8% | Reduced |
| Jain Global LLC | 129,648 | $7.60M | 0.12% | +5,615+4.5% | Added |
| Merit Financial Group, LLC | 129,899 | $7.62M | 0.08% | +26,920+26.1% | Added |
| Bard Financial Services, Inc. | 131,902 | $7.73M | 0.92% | −2,650−2.0% | Reduced |
| Inlet Private Wealth, LLC | 132,512 | $7.77M | 1.91% | −100−0.1% | Reduced |
| Keybank National Association | 133,756 | $7.84M | 0.03% | +5,149+4.0% | Added |
| NEOS Investment Management LLC | 134,139 | $7.86M | 0.10% | +735+0.6% | Added |
| ARS Wealth Advisors Group, LLC | 134,656 | $7.89M | 0.91% | −1,757−1.3% | Reduced |
| Northern Oak Wealth Management Inc | 134,801 | $7.90M | 1.00% | −4,436−3.2% | Reduced |
| MAI Capital Management | 135,380 | $7.94M | 0.06% | −1,061−0.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 135,641 | $7.95M | 0.22% | +2,926+2.2% | Added |
| Windle Wealth, LLC | 135,958 | $7.97M | 3.90% | −2,035−1.5% | Reduced |
| Premier Fund Managers Ltd | 136,100 | $7.99M | 0.29% | −5,900−4.2% | Reduced |
| Principal Street Partners, LLC | 137,632 | $8.07M | 0.79% | +11,460+9.1% | Added |
| Denali Advisors LLC | 137,962 | $8.09M | 0.84% | +14,723+11.9% | Added |
| RSM US Wealth Management LLC | 136,044 | $8.11M | 0.11% | +1,363+1.0% | Added |
| ExodusPoint Capital Management, LP | 138,686 | $8.13M | 0.10% | −25,316−15.4% | Reduced |
| KBC Group NV | 141,614 | $8.30M | 0.02% | +9,672+7.3% | Added |
| Janus Henderson Group PLC | 142,703 | $8.36M | 0.00% | +7,527+5.6% | Added |
| Rafferty Asset Management, LLC | 142,732 | $8.37M | 0.03% | +25,865+22.1% | Added |
| Yousif Capital Management, LLC | 144,278 | $8.46M | 0.09% | −3,477−2.4% | Reduced |
| Arkadios Wealth Advisors | 144,362 | $8.46M | 0.25% | +47,093+48.4% | Added |
| Twinbeech Capital LP | 144,886 | $8.49M | 0.19% | +144,886 | New |
| Steward Partners Investment Advisory, LLC | 144,895 | $8.50M | 0.07% | +11,697+8.8% | Added |
| Vident Advisory, LLC | 145,088 | $8.51M | 0.10% | +5,731+4.1% | Added |
| Great Valley Advisor Group, Inc. | 145,347 | $8.52M | 0.19% | −2,000−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 145,589 | $8.54M | 0.15% | 00.0% | Unchanged |
| Auxier Asset Management | 150,089 | $8.80M | 1.29% | −763−0.5% | Reduced |
| Toroso Investments, LLC | 151,326 | $8.87M | 0.06% | +12,662+9.1% | Added |
| Snowden Capital Advisors LLC | 149,026 | $8.88M | 0.26% | +11,588+8.4% | Added |
| Heritage Trust Co | 152,379 | $8.93M | 1.03% | +10,447+7.4% | Added |
| Regal Investment Advisors LLC | 152,687 | $8.95M | 0.67% | +8,163+5.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 154,236 | $9.03M | 0.07% | +21,266+16.0% | Added |
| Ascent Group, LLC | 154,061 | $9.03M | 0.35% | +18,405+13.6% | Added |
| Congress Wealth Management LLC | 154,334 | $9.05M | 0.09% | +2,183+1.4% | Added |
| TD Waterhouse Canada Inc. | 157,233 | $9.14M | 0.07% | −11,197−6.6% | Reduced |
| Huntington National Bank | 156,299 | $9.16M | 0.06% | +9,109+6.2% | Added |
| Hennessy Advisors Inc | 156,900 | $9.20M | 0.31% | −1,000−0.6% | Reduced |
| Hikari Tsushin, Inc. | 158,366 | $9.28M | 0.65% | −119,591−43.0% | Reduced |
| Old National Bancorp | 161,795 | $9.49M | 0.17% | +6,013+3.9% | Added |
| Kestra Private Wealth Services, LLC | 163,980 | $9.61M | 0.14% | −2,995−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 164,172 | $9.63M | 0.10% | −7,334−4.3% | Reduced |
| Dean Investment Associates, LLC | 166,045 | $9.74M | 1.43% | +2,648+1.6% | Added |
| Visionary Wealth Advisors | 166,090 | $9.74M | 0.50% | +3,843+2.4% | Added |
| Pathstone Holdings, LLC | 167,141 | $9.81M | 0.04% | +5,466+3.4% | Added |
| Two Sigma Investments, LP | 167,496 | $9.82M | 0.02% | +138,796+483.6% | Added |
| Great Lakes Advisors, LLC | 170,645 | $10.0M | 0.08% | +157,827+1,231.3% | Added |
| Steel Peak Wealth Management LLC | 171,471 | $10.2M | 0.40% | +122,314+248.8% | Added |
| Brinker Capital Investments, LLC | 174,821 | $10.2M | 0.09% | +18,464+11.8% | Added |
| Viking Fund Management LLC | 175,250 | $10.3M | 1.41% | 00.0% | Unchanged |
| First National Trust Co | 175,258 | $10.3M | 0.38% | +2,856+1.7% | Added |
| Johnson Financial Group, Inc. | 174,456 | $10.4M | 0.47% | +3,288+1.9% | Added |
| Edgestream Partners, L.P. | 177,924 | $10.4M | 0.29% | +163,684+1,149.5% | Added |
| Ritholtz Wealth Management | 179,377 | $10.5M | 0.23% | +14,267+8.6% | Added |
| J.W. Cole Advisors, Inc. | 179,584 | $10.5M | 0.22% | +20,640+13.0% | Added |
| Woodline Partners LP | 182,205 | $10.7M | 0.06% | +39,018+27.2% | Added |
| Intact Investment Management Inc. | 185,500 | $10.9M | 0.37% | −96,000−34.1% | Reduced |