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 |
|---|---|---|---|---|---|
| Oak Harbor Wealth Partners, LLC | 4,975 | $291.7K | 0.08% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 4,992 | $292.7K | 0.19% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 4,993 | $292.7K | 0.01% | −168,007−97.1% | Reduced |
| Forthright Family Wealth Advisory LLC | 5,000 | $293.1K | 0.19% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 5,000 | $293.1K | 0.26% | 00.0% | Unchanged |
| Keel Point, LLC | 5,005 | $293.4K | 0.02% | +1,236+32.8% | Added |
| Keebeck Alpha, LP | 5,015 | $294.0K | 0.48% | −1,333−21.0% | Reduced |
| Peachtree Investment Partners, LLC | 5,035 | $295.2K | 0.11% | +1,115+28.4% | Added |
| Vicus Capital | 5,042 | $295.6K | 0.02% | −104−2.0% | Reduced |
| Fiduciary Family Office, LLC | 5,045 | $295.8K | 0.10% | +940+22.9% | Added |
| Walleye Trading LLC | 5,045 | $295.8K | 0.01% | +5,045 | New |
| Cypress Wealth Services, LLC | 5,047 | $295.9K | 0.05% | −1,723−25.5% | Reduced |
| Palacios Wealth Management, LLC | 5,060 | $296.7K | 0.24% | −625−11.0% | Reduced |
| Tarbox Family Office, Inc. | 5,067 | $297.1K | 0.04% | +11+0.2% | Added |
| Golden State Wealth Management, LLC | 5,075 | $297.6K | 0.04% | −597−10.5% | Reduced |
| Next Capital Management LLC | 5,076 | $297.6K | 0.11% | +500+10.9% | Added |
| St Germain D J Co Inc | 5,094 | $298.7K | 0.01% | +1,044+25.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,110 | $299.6K | 0.07% | 00.0% | Unchanged |
| Helium Advisors LLC | 5,112 | $299.7K | 0.19% | +88+1.8% | Added |
| Sax Wealth Advisors, LLC | 5,119 | $300.1K | 0.02% | +71+1.4% | Added |
| OMC Financial Services LTD | 5,126 | $300.5K | 0.12% | 00.0% | Unchanged |
| AMG National Trust Bank | 5,128 | $300.7K | 0.01% | +1,130+28.3% | Added |
| Morris Retirement Advisors, LLC | 5,128 | $300.7K | 0.14% | +601+13.3% | Added |
| Mairs & Power Inc | 5,156 | $302.3K | 0.00% | +102+2.0% | Added |
| Mosaic Financial Group, LLC | 5,169 | $303.0K | 0.23% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 5,187 | $304.1K | 0.13% | +13+0.3% | Added |
| McIlrath & Eck, LLC | 5,190 | $304.3K | 0.03% | +2,416+87.1% | Added |
| Fortis Capital Advisors, LLC | 5,190 | $304.3K | 0.05% | −198−3.7% | Reduced |
| Sentry Investment Management LLC | 5,117 | $305.0K | 0.17% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5,204 | $305.1K | 0.13% | −193−3.6% | Reduced |
| Talon Private Wealth, LLC | 5,206 | $305.3K | 0.04% | +295+6.0% | Added |
| Monticello Wealth Management, LLC | 5,220 | $306.1K | 0.02% | −81−1.5% | Reduced |
| Barry Investment Advisors, LLC | 5,136 | $306.4K | 0.08% | +42+0.8% | Added |
| Banco Santander, S.A. | 5,227 | $306.5K | 0.00% | 00.0% | Unchanged |
| Farmers National Bank | 5,314 | $311.6K | 0.08% | 00.0% | Unchanged |
| Ewa, LLC | 5,335 | $312.8K | 0.10% | +501+10.4% | Added |
| Tritonpoint Wealth, LLC | 5,246 | $312.9K | 0.03% | +938+21.8% | Added |
| William Allan, LLC | 5,340 | $313.1K | 0.18% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 5,359 | $314.2K | 0.11% | +883+19.7% | Added |
| Pine Harbor Wealth Management, LLC | 5,369 | $314.8K | 0.11% | +5,369 | New |
| Blue Rock Wealth Management LLC | 5,375 | $315.1K | 0.22% | 00.0% | Unchanged |
| Dover Advisors, LLC | 5,377 | $315.3K | 0.14% | −7,947−59.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,377 | $315.3K | 0.03% | +194+3.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 5,393 | $316.2K | 0.02% | −13−0.2% | Reduced |
| Birch Hill Investment Advisors LLC | 5,400 | $316.6K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 5,413 | $317.4K | 0.20% | −1,592−22.7% | Reduced |
| Greenline Partners, LLC | 5,417 | $317.6K | 0.04% | −52−1.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,434 | $318.6K | 0.18% | −26−0.5% | Reduced |
| Great Waters Wealth Management | 5,437 | $318.8K | 0.04% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 5,440 | $318.9K | 0.13% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5,449 | $319.5K | 0.18% | −28−0.5% | Reduced |
| Ervin Investment Management, LLC | 5,451 | $319.6K | 0.20% | −249−4.4% | Reduced |
| Hedeker Wealth, LLC | 5,457 | $320.0K | 0.07% | +92+1.7% | Added |
| QTR Family Wealth, LLC | 5,470 | $320.7K | 0.20% | +683+14.3% | Added |
| Lakeridge Wealth Management LLC | 5,474 | $320.9K | 0.15% | −121−2.2% | Reduced |
| Centerpoint Advisors, LLC | 5,500 | $322.0K | 0.11% | 00.0% | Unchanged |
| West Bancorporation Inc | 5,499 | $322.4K | 0.20% | −780−12.4% | Reduced |
| Gratus Wealth Advisors, LLC | 5,510 | $323.1K | 0.05% | 00.0% | Unchanged |
| MJP Associates Inc | 5,526 | $324.0K | 0.05% | +838+17.9% | Added |
| Wealth Management Associates, Inc. | 5,540 | $324.8K | 0.13% | +1,709+44.6% | Added |
| Country Club Bank | 5,540 | $325.5K | 0.02% | +800+16.9% | Added |
| Grant Private Wealth Management Inc | 5,556 | $325.7K | 0.18% | +1,694+43.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,570 | $326.6K | 0.12% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 5,582 | $327.2K | 0.10% | +10.0% | Added |
| Penobscot Investment Management Company, Inc. | 5,596 | $328.1K | 0.03% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 5,600 | $328.3K | 0.22% | +5,600 | New |
| Intelligence Driven Advisers, LLC | 5,604 | $328.6K | 0.05% | −270−4.6% | Reduced |
| Kornitzer Capital Management Inc | 5,610 | $328.9K | 0.01% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 5,616 | $329.3K | 0.08% | −36−0.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,626 | $329.9K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,605 | $330.1K | 0.02% | +350+6.7% | Added |
| Austin Private Wealth, LLC | 5,646 | $331.1K | 0.03% | +326+6.1% | Added |
| Valmark Advisers, Inc. | 5,653 | $331.4K | 0.00% | +643+12.8% | Added |
| Versant Capital Management, Inc | 5,653 | $331.5K | 0.05% | +589+11.6% | Added |
| Roxbury Financial LLC | 5,656 | $331.6K | 0.32% | +5+0.1% | Added |
| Charter Trust Co | 5,656 | $331.6K | 0.02% | +169+3.1% | Added |
| Signature Estate & Investment Advisors LLC | 5,665 | $332.1K | 0.01% | −122−2.1% | Reduced |
| Aberdeen Wealth Management LLC | 5,685 | $333.3K | 0.22% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,705 | $334.5K | 0.15% | −1,581−21.7% | Reduced |
| Everpar Advisors LLC | 5,708 | $334.7K | 0.15% | +654+12.9% | Added |
| Cromwell Holdings LLC | 5,616 | $335.0K | 0.20% | +565+11.2% | Added |
| Ridgecrest Wealth Partners, LLC | 5,751 | $337.2K | 0.18% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,754 | $337.4K | 0.15% | −99−1.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 5,759 | $337.7K | 0.10% | −243−4.0% | Reduced |
| RS Crum Inc. | 5,763 | $337.9K | 0.08% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 5,781 | $338.9K | 0.13% | −7−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 5,775 | $339.0K | 0.00% | +5,775 | New |
| Harbour Trust & Investment Management Co | 5,797 | $339.9K | 0.04% | +230+4.1% | Added |
| Defender Capital, LLC. | 5,810 | $340.6K | 0.12% | −200−3.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 5,815 | $340.9K | 0.24% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 5,818 | $341.2K | 0.16% | +98+1.7% | Added |
| 1st Source Bank | 5,822 | $341.3K | 0.02% | −6−0.1% | Reduced |
| Center for Financial Planning, Inc. | 5,842 | $342.5K | 0.04% | +335+6.1% | Added |
| Diversify Wealth Management, LLC | 5,192 | $342.7K | 0.02% | +464+9.8% | Added |
| Renaissance Group LLC | 5,846 | $342.8K | 0.01% | −613−9.5% | Reduced |
| Lloyd Advisory Services, LLC. | 5,848 | $342.9K | 0.17% | −81−1.4% | Reduced |
| Portside Wealth Group, LLC | 5,853 | $343.2K | 0.05% | +1,330+29.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 5,861 | $343.6K | 0.11% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 5,880 | $344.7K | 0.28% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5,896 | $345.7K | 0.04% | +1,555+35.8% | Added |