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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 4,488 | $263.1K | 0.05% | +229+5.4% | Added |
| MBB Public Markets I LLC | 4,492 | $263.4K | 0.03% | −1,001−18.2% | Reduced |
| Calton & Associates, Inc. | 4,495 | $263.6K | 0.05% | −2,037−31.2% | Reduced |
| Orca Wealth Management, LLC | 4,497 | $263.6K | 0.22% | +74+1.7% | Added |
| Retirement Planning Co of New England, Inc. | 4,505 | $264.1K | 0.12% | +119+2.7% | Added |
| Rockland Trust Co | 4,515 | $264.7K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 4,516 | $264.8K | 0.05% | +825+22.4% | Added |
| SIMA Wealth Partners, LLC | 4,523 | $265.2K | 0.21% | −4,131−47.7% | Reduced |
| Trustco Bank Corp N Y | 4,523 | $265.2K | 0.26% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 4,516 | $265.3K | 0.02% | +899+24.9% | Added |
| First United Bank Trust | 4,536 | $265.9K | 0.09% | −500−9.9% | Reduced |
| Atlas Wealth Partners, LLC | 4,499 | $266.0K | 0.31% | −269−5.6% | Reduced |
| BCJ Capital Management, LLC | 4,541 | $266.3K | 0.02% | −413−8.3% | Reduced |
| Berkshire Bank | 4,546 | $266.5K | 0.06% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4,546 | $266.5K | 0.09% | +4,546 | New |
| High Net Worth Advisory Group LLC | 4,549 | $266.7K | 0.07% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,550 | $266.8K | 0.11% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 4,553 | $266.9K | 0.13% | +251+5.8% | Added |
| Alpine Bank Wealth Management | 4,556 | $267.1K | 0.04% | −800−14.9% | Reduced |
| LJI Wealth Management, LLC | 4,561 | $267.4K | 0.05% | −200−4.2% | Reduced |
| Element Wealth, LLC | 4,565 | $267.7K | 0.12% | +33+0.7% | Added |
| Abacus Planning Group, Inc. | 4,568 | $267.8K | 0.04% | 00.0% | Unchanged |
| Nicholson Meyer Capital Management, Inc. | 4,574 | $268.2K | 0.23% | +20.0% | Added |
| Chilton Capital Management LLC | 4,581 | $268.6K | 0.01% | −522−10.2% | Reduced |
| Richardson Financial Services Inc. | 4,625 | $268.9K | 0.18% | −75−1.6% | Reduced |
| Virtue Capital Management, LLC | 4,594 | $269.3K | 0.05% | −2,676−36.8% | Reduced |
| RK Capital Management, LLC | 4,600 | $269.7K | 0.33% | −31,600−87.3% | Reduced |
| Coastline Trust Co | 4,600 | $269.7K | 0.03% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 4,600 | $269.7K | 0.02% | 00.0% | Unchanged |
| Elios Financial Group Inc. | 4,601 | $269.7K | 0.12% | +12+0.3% | Added |
| Prostatis Group LLC | 4,603 | $269.9K | 0.08% | −1,387−23.2% | Reduced |
| Convergence Financial, LLC | 4,611 | $270.4K | 0.05% | +4,611 | New |
| Howard Bailey Securities, LLC | 4,616 | $270.6K | 0.08% | −3,162−40.7% | Reduced |
| Meritage Portfolio Management | 4,622 | $271.0K | 0.02% | −3,268−41.4% | Reduced |
| Diversified Enterprises, LLC | 4,624 | $271.1K | 0.02% | +136+3.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,638 | $271.9K | 0.04% | +4,638 | New |
| Clear Harbor Asset Management, LLC | 4,640 | $272.0K | 0.02% | 00.0% | Unchanged |
| NTV Asset Management LLC | 4,649 | $272.6K | 0.03% | +104+2.3% | Added |
| J. L. Bainbridge & Co., Inc. | 4,651 | $272.7K | 0.03% | +18+0.4% | Added |
| Secured Retirement Advisors, LLC | 4,653 | $272.8K | 0.16% | +616+15.3% | Added |
| Adams Wealth Management | 4,663 | $273.4K | 0.05% | +4,663 | New |
| CacheTech Inc. | 4,663 | $273.4K | 0.05% | +4,663 | New |
| JB Capital LLC | 4,663 | $273.4K | 0.01% | −48−1.0% | Reduced |
| Longboard Asset Management, LP | 4,667 | $273.6K | 0.68% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 4,668 | $273.7K | 0.18% | +4,668 | New |
| Sovereign Financial Group, Inc. | 4,671 | $273.9K | 0.06% | −381−7.5% | Reduced |
| Ameriflex Group, Inc. | 4,669 | $274.5K | 0.14% | −4,316−48.0% | Reduced |
| Northwest Wealth Management, LLC | 4,685 | $274.7K | 0.05% | +18+0.4% | Added |
| Frisch Financial Group, Inc. | 4,616 | $275.0K | 0.07% | −191−4.0% | Reduced |
| Vantage Financial Partners, LLC | 4,701 | $275.6K | 0.06% | +202+4.5% | Added |
| Wheelhouse Advisory Group LLC | 4,709 | $276.1K | 0.14% | −248−5.0% | Reduced |
| Fairfield, Bush & Co. | 4,714 | $276.4K | 0.16% | −242−4.9% | Reduced |
| Finward Bancorp | 4,718 | $276.6K | 0.22% | 00.0% | Unchanged |
| Novem Group | 4,726 | $277.1K | 0.04% | +132+2.9% | Added |
| Forza Wealth Management, LLC | 4,734 | $277.6K | 0.11% | +496+11.7% | Added |
| TFG Advisers LLC | 4,736 | $277.7K | 0.10% | +20+0.4% | Added |
| Mosaic Family Wealth Partners, LLC | 4,737 | $277.7K | 0.04% | −1,326−21.9% | Reduced |
| Arvest Bank Trust Division | 4,753 | $278.7K | 0.02% | +229+5.1% | Added |
| TT Capital Management LLC | 4,760 | $279.2K | 0.23% | −197−4.0% | Reduced |
| Byrne Asset Management LLC | 4,765 | $279.4K | 0.19% | – | – |
| Gallacher Capital Management LLC | 4,765 | $279.4K | 0.13% | +487+11.4% | Added |
| Broderick Brian C | 4,766 | $279.4K | 0.06% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 4,641 | $279.6K | 0.11% | +20+0.4% | Added |
| Barlow Wealth Partners, Inc. | 4,741 | $280.5K | 0.03% | −396−7.7% | Reduced |
| Belmont Capital, LLC | 4,800 | $281.4K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,808 | $281.9K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,815 | $282.3K | 0.00% | −265−5.2% | Reduced |
| Midwest Heritage Bank, FSB | 4,818 | $282.5K | 0.11% | −43−0.9% | Reduced |
| McAdam, LLC | 4,824 | $282.8K | 0.02% | +1,129+30.6% | Added |
| United Bank | 4,829 | $283.1K | 0.11% | −7,165−59.7% | Reduced |
| FSA Advisors, Inc. | 4,838 | $283.7K | 0.23% | −282−5.5% | Reduced |
| Compton Financial Group, LLC | 4,840 | $283.8K | 0.07% | +5+0.1% | Added |
| Beckerman Institutional, LLC | 4,841 | $284.0K | 0.19% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 4,844 | $284.0K | 0.03% | −125−2.5% | Reduced |
| Trust Point Inc. | 4,846 | $284.1K | 0.03% | +360+8.0% | Added |
| Novak & Powell Financial Services, Inc. | 4,852 | $284.5K | 0.20% | −256−5.0% | Reduced |
| Fortitude Family Office, LLC | 4,880 | $286.1K | 0.09% | −347−6.6% | Reduced |
| Financial Advisory Service, Inc. | 4,884 | $286.3K | 0.02% | +41+0.8% | Added |
| Capital Investment Counsel, Inc | 4,884 | $286.3K | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 4,887 | $286.5K | 0.02% | +433+9.7% | Added |
| NFP Retirement, Inc. | 4,890 | $286.7K | 0.02% | +94+2.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,891 | $287.0K | 0.00% | −1,533−23.9% | Reduced |
| Banque Cantonale Vaudoise | 4,890 | $287.0K | 0.01% | +65+1.3% | Added |
| Yacktman Asset Management LP | 4,900 | $287.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,900 | $287.3K | 0.08% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 4,900 | $287.3K | 0.39% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 4,900 | $287.3K | 0.12% | −908−15.6% | Reduced |
| Signet Financial Management, LLC | 4,901 | $287.3K | 0.04% | +115+2.4% | Added |
| Strait & Sound Wealth Management LLC | 4,909 | $287.8K | 0.12% | +870+21.5% | Added |
| Moss Adams Wealth Advisors LLC | 4,827 | $287.9K | 0.03% | +1,047+27.7% | Added |
| BSW Wealth Partners | 4,911 | $287.9K | 0.04% | −42−0.8% | Reduced |
| Emprise Bank | 4,915 | $288.2K | 0.14% | −929−15.9% | Reduced |
| Mechanics Financial Corp | 4,918 | $288.3K | 0.12% | +130+2.7% | Added |
| Fortitude Advisory Group L.L.C. | 4,921 | $288.5K | 0.16% | +29+0.6% | Added |
| Florida Financial Advisors, LLC | 4,939 | $289.6K | 0.10% | +860+21.1% | Added |
| Walkner Condon Financial Advisors LLC | 4,941 | $289.7K | 0.05% | +228+4.8% | Added |
| Beaumont Financial Advisors, LLC | 4,959 | $290.7K | 0.02% | +37+0.8% | Added |
| Sonata Capital Group Inc | 4,964 | $291.0K | 0.12% | +100+2.1% | Added |
| Toth Financial Advisory Corp | 4,969 | $291.3K | 0.03% | +10.0% | Added |
| Guyasuta Investment Advisors Inc | 4,973 | $291.6K | 0.02% | +100+2.1% | Added |