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 |
|---|---|---|---|---|---|
| First Community Trust NA | 1,300 | $76.2K | 0.06% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,300 | $76.2K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 1,302 | $76.3K | 0.04% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,314 | $77.0K | 0.02% | 00.0% | Unchanged |
| Curat Global, LLC | 1,316 | $77.2K | 0.07% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 1,300 | $77.4K | 0.06% | +1,300 | New |
| Canton Hathaway, LLC | 1,340 | $79.0K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1,360 | $79.7K | 0.02% | +500+58.1% | Added |
| Headlands Technologies LLC | 1,401 | $82.1K | 0.01% | +1,401 | New |
| Crewe Advisors LLC | 1,410 | $82.7K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,417 | $83.1K | 0.01% | +402+39.6% | Added |
| Dunhill Financial, LLC | 1,445 | $84.7K | 0.02% | +1,115+337.9% | Added |
| Cranbrook Wealth Management, LLC | 1,447 | $84.8K | 0.02% | +12+0.8% | Added |
| Perkins Coie Trust Co | 1,460 | $85.6K | 0.01% | −11−0.7% | Reduced |
| Scarborough Advisors, LLC | 1,474 | $86.4K | 0.02% | +1,474 | New |
| Atticus Wealth Management, LLC | 1,475 | $86.5K | 0.02% | +500+51.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,468 | $88.1K | 0.03% | +1,468 | New |
| Activest Wealth Management | 1,509 | $88.4K | 0.02% | +5+0.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,345 | $88.8K | 0.03% | +1,345 | New |
| VSM Wealth Advisory, LLC | 1,527 | $89.5K | 0.03% | +477+45.4% | Added |
| Evermay Wealth Management LLC | 1,517 | $90.5K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1,550 | $90.9K | 0.03% | +35+2.3% | Added |
| Westend Capital Management, LLC | 1,564 | $91.7K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,565 | $91.8K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,570 | $92.0K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 1,575 | $92.3K | 0.01% | +10+0.6% | Added |
| Rosenberg Matthew Hamilton | 1,576 | $92.4K | 0.02% | +250+18.9% | Added |
| Barrett & Company, Inc. | 1,584 | $92.9K | 0.03% | +22+1.4% | Added |
| Hemington Wealth Management | 1,598 | $93.0K | 0.01% | −12−0.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,600 | $93.8K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 1,600 | $93.8K | 0.05% | +800+100.0% | Added |
| Pacific Center for Financial Services | 1,602 | $93.9K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 1,661 | $97.4K | 0.01% | −275−14.2% | Reduced |
| Bell Investment Advisors, Inc | 1,663 | $97.5K | 0.02% | +139+9.1% | Added |
| Proffitt & Goodson Inc | 1,725 | $101.1K | 0.02% | +5+0.3% | Added |
| Creative Financial Designs Inc | 1,762 | $103.3K | 0.01% | −78−4.2% | Reduced |
| Carolina Wealth Advisors, LLC | 1,771 | $103.8K | 0.05% | +1,424+410.4% | Added |
| Millstone Evans Group, LLC | 1,790 | $104.9K | 0.07% | +200+12.6% | Added |
| Cherry Tree Wealth Management, LLC | 1,794 | $105.2K | 0.02% | −873−32.7% | Reduced |
| Vermillion Wealth Management, Inc. | 1,813 | $106.3K | 0.05% | +392+27.6% | Added |
| Orion Capital Management LLC | 1,816 | $106.5K | 0.04% | +31+1.7% | Added |
| Zions Bancorporation, National Association | 1,841 | $107.9K | 0.01% | +220+13.6% | Added |
| Maseco LLP | 1,887 | $110.6K | 0.00% | +1,887 | New |
| Gen-Wealth Partners Inc | 1,949 | $114.3K | 0.04% | −94−4.6% | Reduced |
| GW&K Investment Management, LLC | 1,998 | $117.0K | 0.00% | +470+30.8% | Added |
| ESL Trust Services, LLC | 2,000 | $117.3K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 2,032 | $119.1K | 0.02% | +75+3.8% | Added |
| Motco | 1,935 | $119.9K | 0.01% | −819−29.7% | Reduced |
| Costello Asset Management, INC | 2,069 | $121.3K | 0.05% | +3+0.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,082 | $122.1K | 0.07% | −45−2.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 2,100 | $123.1K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,100 | $123.1K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,110 | $123.7K | 0.10% | −950−31.0% | Reduced |
| Winch Advisory Services, LLC | 2,130 | $124.9K | 0.03% | +36+1.7% | Added |
| Quaker Wealth Management, LLC | 2,130 | $124.9K | 0.04% | +2,130 | New |
| Burkett Financial Services, LLC | 2,155 | $126.4K | 0.05% | +36+1.7% | Added |
| Investment Research & Advisory Group, Inc. | 2,172 | $127.3K | 0.05% | −1,197−35.5% | Reduced |
| City Holding Co | 2,180 | $127.8K | 0.02% | −533−19.6% | Reduced |
| Kentucky Trust Co | 2,200 | $129.0K | 0.07% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,232 | $130.9K | 0.09% | +25+1.1% | Added |
| Avion Wealth | 2,237 | $131.0K | 0.03% | +239+12.0% | Added |
| Traub Capital Management LLC | 2,267 | $132.9K | 0.12% | +2,267 | New |
| Pin Oak Investment Advisors Inc | 2,266 | $136.0K | 0.12% | −10.0% | Reduced |
| Fourth Dimension Wealth, LLC | 2,358 | $138.2K | 0.06% | +30+1.3% | Added |
| 1 North Wealth Services LLC | 2,382 | $139.7K | 0.06% | 00.0% | Unchanged |
| Field & Main Bank | 2,400 | $140.7K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,406 | $141.1K | 0.04% | +229+10.5% | Added |
| Cornerstone Planning Group LLC | 2,262 | $141.4K | 0.03% | −84−3.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,400 | $143.2K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 2,545 | $149.0K | 0.02% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,550 | $150.0K | 0.22% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,560 | $150.1K | 0.01% | +10+0.4% | Added |
| Aventura Private Wealth, LLC | 2,566 | $150.4K | 0.07% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 2,614 | $153.3K | 0.11% | +102+4.1% | Added |
| Hartford Financial Management Inc. | 2,639 | $154.7K | 0.04% | −43,000−94.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,658 | $155.9K | 0.06% | +40+1.5% | Added |
| Quest 10 Wealth Builders, Inc. | 2,690 | $157.7K | 0.15% | −615−18.6% | Reduced |
| Bank of New Hampshire | 2,695 | $158.0K | 0.04% | +200+8.0% | Added |
| North Capital, Inc. | 2,718 | $159.4K | 0.14% | −258−8.7% | Reduced |
| West Oak Capital, LLC | 2,740 | $160.6K | 0.06% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,779 | $162.9K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,800 | $164.2K | 0.01% | 00.0% | Unchanged |
| Financially Speaking Inc | 2,850 | $167.1K | 0.11% | +2,850 | New |
| Tanglewood Legacy Advisors, LLC | 2,931 | $171.8K | 0.07% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,932 | $171.9K | 0.04% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 2,948 | $172.6K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,900 | $173.0K | 0.19% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,961 | $173.6K | 0.01% | +2,961 | New |
| Key Financial Inc | 2,966 | $173.9K | 0.03% | −41−1.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $176.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3,025 | $177.4K | 0.07% | −556−15.5% | Reduced |
| Crews Bank & Trust | 3,035 | $177.9K | 0.03% | +200+7.1% | Added |
| Indiana Trust & Investment Management CO | 3,050 | $178.8K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,085 | $180.9K | 0.09% | −50−1.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,068 | $182.9K | 0.06% | +127+4.3% | Added |
| Fairscale Capital, LLC | 2,970 | $184.0K | 0.13% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3,155 | $185.0K | 0.00% | +3,068+3,526.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,250 | $191.0K | 0.06% | −300−8.5% | Reduced |
| JFS Wealth Advisors, LLC | 3,290 | $192.9K | 0.01% | +212+6.9% | Added |
| Garde Capital, Inc. | 3,299 | $193.4K | 0.01% | 00.0% | Unchanged |