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 |
|---|---|---|---|---|---|
| CNB Bank | 3,329 | $195.2K | 0.09% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3,348 | $196.3K | 0.03% | +1,235+58.4% | Added |
| PFS Partners, LLC | 3,383 | $198.3K | 0.10% | +16+0.5% | Added |
| Bullock Wealth Management Group | 3,413 | $198.4K | 0.11% | +8+0.2% | Added |
| BKM Wealth Management, LLC | 3,410 | $199.9K | 0.08% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 3,434 | $201.3K | 0.10% | 00.0% | Unchanged |
| Jacobsen Capital Management | 3,435 | $201.4K | 0.07% | +3,435 | New |
| Atala Financial Inc | 3,440 | $201.7K | 0.14% | 00.0% | Unchanged |
| Hudock, Inc. | 3,443 | $201.9K | 0.03% | +40+1.2% | Added |
| Ade, LLC | 3,444 | $201.9K | 0.11% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 3,448 | $202.2K | 0.02% | +11+0.3% | Added |
| One Charles Private Wealth Services, LLC | 3,449 | $202.2K | 0.06% | +3,449 | New |
| Acima Private Wealth, LLC | 3,452 | $202.4K | 0.07% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 3,462 | $203.0K | 0.02% | −3,620−51.1% | Reduced |
| First Command Advisory Services, Inc. | 3,466 | $203.2K | 0.00% | +208+6.4% | Added |
| Braun-Bostich & Associates Inc. | 3,468 | $203.3K | 0.14% | +3,468 | New |
| Emergent Wealth Advisors, LLC | 3,470 | $203.4K | 0.13% | +3,470 | New |
| Bridgewater Advisors Inc. | 3,715 | $203.9K | 0.02% | +3,715 | New |
| DT Investment Partners, LLC | 3,479 | $204.0K | 0.02% | 00.0% | Unchanged |
| BCS Wealth Management | 3,480 | $204.0K | 0.04% | +3,480 | New |
| Morris Financial Concepts, Inc. | 3,490 | $204.6K | 0.08% | 00.0% | Unchanged |
| Steadtrust LLC | 3,491 | $204.7K | 0.16% | +3,491 | New |
| Trust Co of Oklahoma | 3,495 | $204.9K | 0.07% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 3,489 | $205.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,500 | $205.0K | 0.00% | +1,400+66.7% | Added |
| Blue Bell Private Wealth Management, LLC | 3,500 | $205.2K | 0.03% | −400−10.3% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 3,500 | $205.2K | 0.11% | +3,500 | New |
| Client First Capital LLC | 3,501 | $205.3K | 0.10% | +3,501 | New |
| Kozak & Associates, Inc. | 3,565 | $205.9K | 0.04% | +2,026+131.6% | Added |
| Gibbs Wealth Management | 3,514 | $206.0K | 0.04% | +113+3.3% | Added |
| Drum Hill Capital, LLC | 3,521 | $206.4K | 0.23% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 3,560 | $207.3K | 0.08% | −147−4.0% | Reduced |
| Umpqua Bank | 3,483 | $207.4K | 0.06% | +3,483 | New |
| Aspiriant, LLC | 3,538 | $207.4K | 0.01% | +3,538 | New |
| River Street Advisors LLC | 3,539 | $207.5K | 0.09% | −800−18.4% | Reduced |
| Sunbeam Capital Management, LLC | 3,484 | $207.8K | 0.16% | +7+0.2% | Added |
| Piscataqua Savings Bank | 3,547 | $208.0K | 0.17% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 3,550 | $208.1K | 0.07% | 00.0% | Unchanged |
| GatePass Capital, LLC | 3,554 | $208.4K | 0.14% | +64+1.8% | Added |
| CapWealth Advisors, LLC | 3,557 | $208.5K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,559 | $208.7K | 0.04% | −9,452−72.6% | Reduced |
| Stonebridge Capital Advisors LLC | 3,560 | $208.7K | 0.02% | +3,560 | New |
| Foster Dykema Cabot & Partners, LLC | 3,500 | $208.8K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,566 | $209.1K | 0.02% | +3,566 | New |
| Truvestments Capital LLC | 3,569 | $209.2K | 0.04% | −112−3.0% | Reduced |
| Aries Wealth Management | 3,570 | $209.3K | 0.05% | −400−10.1% | Reduced |
| Greenberg Financial Group | 2,915 | $209.7K | 0.08% | +2,915 | New |
| Capital Insight Partners, LLC | 3,579 | $209.8K | 0.04% | +154+4.5% | Added |
| Adirondack Trust Co | 3,580 | $209.9K | 0.08% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 3,583 | $210.0K | 0.01% | 00.0% | Unchanged |
| Twin Capital Management Inc | 3,584 | $210.1K | 0.02% | −32−0.9% | Reduced |
| Invesco, LLC | 3,590 | $210.5K | 0.08% | +100+2.9% | Added |
| JSF Financial, LLC | 3,594 | $210.7K | 0.05% | +13+0.4% | Added |
| ZWJ Investment Counsel Inc | 3,597 | $210.9K | 0.01% | −2,239−38.4% | Reduced |
| M. Kraus & Co | 3,600 | $211.1K | 0.06% | 00.0% | Unchanged |
| Hoese & Co LLP | 3,600 | $211.1K | 0.17% | +2,000+125.0% | Added |
| Benin Management CORP | 3,602 | $211.2K | 0.06% | −150−4.0% | Reduced |
| Opinicus Capital, Inc. | 3,605 | $211.4K | 0.16% | +3,605 | New |
| SummitTX Capital, L.P. | 3,612 | $211.8K | 0.01% | −91,605−96.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 3,618 | $212.1K | 0.08% | −150−4.0% | Reduced |
| D.B. Root & Company, LLC | 3,634 | $213.1K | 0.06% | +68+1.9% | Added |
| WealthShield Partners, LLC | 3,662 | $214.7K | 0.03% | −733−16.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,672 | $215.3K | 0.02% | −50−1.3% | Reduced |
| Horizon Investment Services, LLC | 3,680 | $215.8K | 0.09% | +200+5.7% | Added |
| Naviter Wealth, LLC | 3,619 | $215.9K | 0.03% | −632−14.9% | Reduced |
| Altus Wealth Group LLC | 3,688 | $216.2K | 0.10% | +118+3.3% | Added |
| Ellerson Group Inc | 3,695 | $216.6K | 0.15% | 00.0% | Unchanged |
| NBW Capital LLC | 3,705 | $217.2K | 0.05% | +268+7.8% | Added |
| North Dallas Bank & Trust Co | 3,710 | $217.5K | 0.16% | +3,710 | New |
| Cottonwood Capital Advisors, LLC | 3,710 | $217.5K | 0.15% | +26+0.7% | Added |
| SNS Financial Group, LLC | 3,648 | $217.6K | 0.02% | +23+0.6% | Added |
| Cardiff Park Advisors, LLC | 3,720 | $218.1K | 0.02% | +10.0% | Added |
| Retirement Planning Group, LLC | 3,672 | $218.5K | 0.19% | +7+0.2% | Added |
| NDVR, Inc. | 3,728 | $218.6K | 0.20% | +376+11.2% | Added |
| Uhlmann Price Securities, LLC | 3,731 | $218.7K | 0.16% | −481−11.4% | Reduced |
| Binnacle Investments Inc | 3,734 | $218.9K | 0.14% | +555+17.5% | Added |
| Mezzasalma Advisors, LLC | 3,735 | $219.0K | 0.07% | −2,057−35.5% | Reduced |
| FSC Wealth Advisors, LLC | 3,738 | $219.2K | 0.14% | +500+15.4% | Added |
| Bellevue Asset Management, LLC | 3,738 | $219.2K | 0.11% | +57+1.5% | Added |
| Edge Financial Advisors LLC | 3,738 | $219.2K | 0.12% | +63+1.7% | Added |
| Fortem Financial Group, LLC | 3,744 | $219.5K | 0.07% | −145−3.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,747 | $219.7K | 0.00% | −74,299−95.2% | Reduced |
| Evoke Wealth, LLC | 3,659 | $220.1K | 0.01% | +3,659 | New |
| Worth Asset Management, LLC | 3,756 | $220.2K | 0.11% | +3,756 | New |
| RMR Wealth Builders | 3,756 | $220.2K | 0.02% | +38+1.0% | Added |
| Garrett Wealth Advisory Group, LLC | 3,757 | $220.2K | 0.05% | +13+0.3% | Added |
| Baker Boyer National Bank | 3,779 | $221.6K | 0.08% | +108+2.9% | Added |
| Thrive Wealth Management, LLC | 3,782 | $221.7K | 0.04% | +3,782 | New |
| Kellett Schaffner Wealth Advisors LLC | 3,786 | $222.0K | 0.14% | +3,786 | New |
| Keating Investment Counselors Inc | 3,797 | $222.6K | 0.07% | −100−2.6% | Reduced |
| Cambridge Advisors Inc. | 3,798 | $222.7K | 0.05% | +132+3.6% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 3,807 | $223.2K | 0.15% | −6−0.2% | Reduced |
| Westside Investment Management, Inc. | 3,816 | $223.7K | 0.04% | +166+4.5% | Added |
| Capital Performance Advisors LLP | 3,825 | $224.3K | 0.04% | +402+11.7% | Added |
| Vertex Planning Partners, LLC | 3,828 | $224.4K | 0.05% | +3+0.1% | Added |
| Perfromance Wealth Partners, LLC | 3,831 | $224.6K | 0.01% | −73−1.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,833 | $224.9K | 0.03% | +331+9.5% | Added |
| Union Savings Bank | 3,637 | $225.2K | 0.10% | 00.0% | Unchanged |
| BFI Infinity Ltd. | 3,843 | $225.3K | 0.19% | +375+10.8% | Added |
| PharVision Advisers, LLC | 3,843 | $225.3K | 0.32% | +3,843 | New |