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 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 3,848 | $225.6K | 0.02% | +3,848 | New |
| Capital Advisors, Ltd. LLC | 3,849 | $226.0K | 0.03% | +42+1.1% | Added |
| Huntleigh Advisors, Inc. | 3,873 | $227.1K | 0.04% | +15+0.4% | Added |
| MEMBERS Trust Co | 3,877 | $227.3K | 0.01% | +3,877 | New |
| MB, Levis & Associates, LLC | 3,885 | $227.8K | 0.10% | +182+4.9% | Added |
| German American Bancorp, Inc. | 3,894 | $228.3K | 0.02% | +62+1.6% | Added |
| BostonPremier Wealth LLC | 3,901 | $228.7K | 0.13% | +4+0.1% | Added |
| Ingalls & Snyder LLC | 3,906 | $229.0K | 0.01% | −100−2.5% | Reduced |
| Calamos Wealth Management LLC | 3,921 | $229.9K | 0.01% | −105−2.6% | Reduced |
| Smith Asset Management Co., LLC | 3,921 | $229.9K | 0.20% | −40−1.0% | Reduced |
| HORAN Wealth, LLC | 3,922 | $229.9K | 0.07% | +3,922 | New |
| Childress Capital Advisors, LLC | 3,924 | $230.1K | 0.06% | +3,924 | New |
| Canvas Wealth Advisors, LLC | 3,928 | $230.7K | 0.05% | +398+11.3% | Added |
| IAM Advisory, LLC | 3,952 | $231.7K | 0.06% | +7+0.2% | Added |
| Sweeney & Michel, LLC | 4,010 | $231.8K | 0.08% | −421−9.5% | Reduced |
| Allstate Corp | 3,955 | $231.9K | 0.02% | −46,644−92.2% | Reduced |
| Talisman Wealth Advisors LLC | 3,963 | $232.4K | 0.21% | +286+7.8% | Added |
| Patten Group, Inc. | 3,965 | $232.5K | 0.05% | +20+0.5% | Added |
| Centurion Wealth Management LLC | 3,968 | $232.6K | 0.07% | +3,968 | New |
| Cito Capital Group, LLC | 3,900 | $233.0K | 0.08% | 00.0% | Unchanged |
| Fearless Solutions, LLC dba Best Invest | 3,979 | $233.3K | 0.16% | +49+1.2% | Added |
| Axim Planning & Wealth | 3,996 | $234.3K | 0.21% | −140−3.4% | Reduced |
| Monetary Management Group Inc | 4,000 | $234.5K | 0.06% | −300−7.0% | Reduced |
| Garrison Point Advisors, LLC | 4,000 | $234.5K | 0.11% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,016 | $235.4K | 0.02% | +80+2.0% | Added |
| Crew Capital Management, Ltd. | 4,037 | $236.7K | 0.17% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,038 | $236.7K | 0.03% | +403+11.1% | Added |
| Future Financial Wealth Managment LLC | 4,058 | $237.9K | 0.16% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4,061 | $238.1K | 0.07% | −189−4.4% | Reduced |
| Stockman Wealth Management, Inc. | 4,063 | $238.2K | 0.03% | −95−2.3% | Reduced |
| Vantage Point Financial LLC | 4,082 | $239.3K | 0.10% | +4,082 | New |
| Caitong International Asset Management Co., Ltd | 4,089 | $239.7K | 0.17% | +4,089 | New |
| Conscious Wealth Investments, LLC | 4,042 | $239.9K | 0.15% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,110 | $241.0K | 0.07% | +4,110 | New |
| W Advisors, LLC | 4,128 | $242.0K | 0.14% | −45−1.1% | Reduced |
| LGT Group Foundation | 4,133 | $242.3K | 0.00% | +4,133 | New |
| Laurel Wealth Advisors LLC | 4,134 | $242.3K | 0.04% | −200−4.6% | Reduced |
| Roundview Capital LLC | 4,137 | $242.6K | 0.02% | +13+0.3% | Added |
| Dominguez Wealth Management Solutions, Inc. | 4,150 | $243.3K | 0.17% | +18+0.4% | Added |
| ERTS Wealth Advisors, LLC | 4,154 | $243.6K | 0.08% | +182+4.6% | Added |
| Argentarii, LLC | 4,154 | $243.6K | 0.11% | −9,282−69.1% | Reduced |
| Ellis Investment Partners, LLC | 4,156 | $243.7K | 0.05% | +23+0.6% | Added |
| Horizon Wealth Management, LLC | 4,167 | $244.3K | 0.04% | −48−1.1% | Reduced |
| Iams Wealth Management, LLC | 4,176 | $244.8K | 0.11% | +691+19.8% | Added |
| Becker Capital Management Inc | 4,118 | $245.6K | 0.01% | 00.0% | Unchanged |
| Weaver Consulting Group | 4,196 | $246.0K | 0.07% | −109−2.5% | Reduced |
| Holistic Planning, LLC | 4,199 | $246.2K | 0.07% | +4,199 | New |
| Foguth Wealth Management, LLC. | 4,203 | $246.4K | 0.05% | +264+6.7% | Added |
| C2C Wealth Management, LLC | 4,204 | $246.5K | 0.22% | −5,048−54.6% | Reduced |
| Keb Asset Management, LLC | 4,209 | $246.8K | 0.06% | −5−0.1% | Reduced |
| Crumly & Associates Inc. | 4,212 | $246.9K | 0.06% | +354+9.2% | Added |
| Armistice Capital, LLC | 4,216 | $247.2K | 0.01% | +4,216 | New |
| Parvin Asset Management, LLC | 4,230 | $248.0K | 0.25% | +540+14.6% | Added |
| Indie Asset Partners, LLC | 4,234 | $248.3K | 0.45% | −2,685−38.8% | Reduced |
| Kercheville Advisors, LLC | 4,241 | $248.7K | 0.09% | +141+3.4% | Added |
| NWF Advisory Services Inc. | 4,241 | $248.7K | 0.03% | −777−15.5% | Reduced |
| Intrepid Capital Management Inc | 4,250 | $249.2K | 0.10% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 4,251 | $249.3K | 0.04% | 00.0% | Unchanged |
| First Citizens Financial Corp | 4,267 | $250.2K | 0.14% | −135−3.1% | Reduced |
| Quent Capital, LLC | 4,275 | $250.6K | 0.02% | +786+22.5% | Added |
| Compass Capital Corp | 3,855 | $250.7K | 0.12% | +44+1.2% | Added |
| Newman Dignan & Sheerar, Inc. | 4,278 | $250.8K | 0.06% | +24+0.6% | Added |
| Rinkey Investments | 4,278 | $250.8K | 0.08% | +4,278 | New |
| First Financial Corp | 4,279 | $250.9K | 0.11% | −100−2.3% | Reduced |
| Keyvantage Wealth, LLC | 4,295 | $251.8K | 0.11% | +10.0% | Added |
| CTC Alternative Strategies, Ltd. | 4,300 | $252.1K | 0.22% | −6,300−59.4% | Reduced |
| Webster Bank, N. A. | 4,301 | $252.2K | 0.03% | −424−9.0% | Reduced |
| Litman Gregory Asset Management LLC | 4,307 | $252.5K | 0.02% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 4,308 | $252.6K | 0.01% | −2,914−40.3% | Reduced |
| Prestige Wealth Management Group LLC | 4,255 | $253.8K | 0.05% | +3,881+1,037.7% | Added |
| Northeast Investment Management | 4,330 | $253.9K | 0.01% | 00.0% | Unchanged |
| LongView Wealth Management | 4,334 | $254.1K | 0.08% | −200−4.4% | Reduced |
| Lifestyle Asset Management, Inc. | 4,342 | $254.6K | 0.12% | +4,342 | New |
| Detalus Advisors, LLC | 4,348 | $254.9K | 0.07% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 4,350 | $255.0K | 0.01% | −8−0.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,361 | $255.7K | 0.05% | +468+12.0% | Added |
| Blankinship & Foster, LLC | 4,379 | $256.7K | 0.06% | −273−5.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,383 | $257.0K | 0.08% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 4,385 | $257.1K | 0.09% | −200−4.4% | Reduced |
| American Capital Advisory, LLC | 4,398 | $257.9K | 0.13% | +22+0.5% | Added |
| Alteri Wealth LLC | 4,398 | $257.9K | 0.10% | +28+0.6% | Added |
| Hills Bank & Trust Co | 4,399 | $257.9K | 0.02% | −508−10.4% | Reduced |
| Baxter Bros Inc | 4,400 | $258.0K | 0.03% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 4,403 | $258.1K | 0.06% | 00.0% | Unchanged |
| Insight Advisors, LLC | 4,405 | $258.3K | 0.04% | +9+0.2% | Added |
| Hoge Financial Services, LLC | 4,409 | $258.5K | 0.16% | +124+2.9% | Added |
| Allie Family Office LLC | 4,415 | $258.9K | 0.13% | 00.0% | Unchanged |
| Wealthquest Corp | 4,416 | $258.9K | 0.02% | +597+15.6% | Added |
| Maxele Advisors, LLC | 4,427 | $259.6K | 0.23% | −75−1.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,429 | $259.7K | 0.12% | +21+0.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,445 | $260.6K | 0.03% | +4,445 | New |
| SevenBridge Financial Group, LLC | 3,950 | $260.7K | 0.05% | −1,807−31.4% | Reduced |
| Dearborn Partners LLC | 4,455 | $261.2K | 0.01% | −40−0.9% | Reduced |
| ERn Financial, LLC | 4,456 | $261.3K | 0.06% | −2,570−36.6% | Reduced |
| Nicolet Bankshares Inc | 4,466 | $261.8K | 0.05% | +92+2.1% | Added |
| Alexander Labrunerie & Co., Inc. | 4,466 | $261.9K | 0.11% | +20+0.4% | Added |
| EntryPoint Capital, LLC | 4,468 | $262.0K | 0.13% | +4,468 | New |
| Souders Financial Advisors | 4,477 | $262.5K | 0.03% | −3,044−40.5% | Reduced |
| Onefund, LLC | 4,484 | $263.0K | 0.19% | −36−0.8% | Reduced |
| DF Dent & Co Inc | 4,486 | $263.0K | 0.00% | +4,486 | New |