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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 5,900 | $345.9K | 0.00% | +5,900 | New |
| Princeton Global Asset Management LLC | 5,911 | $346.6K | 0.06% | −1,339−18.5% | Reduced |
| Silvant Capital Management LLC | 5,966 | $349.8K | 0.01% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,971 | $350.1K | 0.02% | −5,267−46.9% | Reduced |
| Washington Trust Advisors, Inc. | 5,975 | $350.3K | 0.03% | 00.0% | Unchanged |
| Tandem Financial, LLC | 5,809 | $350.5K | 0.33% | −6,575−53.1% | Reduced |
| Magnus Financial Group LLC | 5,978 | $350.5K | 0.03% | −1,502−20.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,879 | $350.7K | 0.01% | −1,813−23.6% | Reduced |
| Coastwise Capital Group, LLC | 5,994 | $351.4K | 0.28% | +65+1.1% | Added |
| Cowa, LLC | 6,016 | $352.7K | 0.13% | −81−1.3% | Reduced |
| Fortress Private Ledger, LLC | 6,025 | $353.3K | 0.16% | +2,083+52.8% | Added |
| Capital City Trust Co | 6,033 | $353.7K | 0.09% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 6,036 | $353.9K | 0.20% | +559+10.2% | Added |
| Clark Capital Management Group, Inc. | 6,037 | $353.9K | 0.00% | +1,450+31.6% | Added |
| Trace Wealth Advisors, LLC | 6,041 | $354.2K | 0.29% | +49+0.8% | Added |
| TSFG, LLC | 6,049 | $355.0K | 0.06% | +74+1.2% | Added |
| Summit X, LLC | 6,056 | $355.1K | 0.07% | +104+1.7% | Added |
| Archer Investment Corp | 6,066 | $355.7K | 0.08% | +821+15.7% | Added |
| Destination Wealth Management | 6,092 | $357.2K | 0.01% | +6,092 | New |
| VisionPoint Advisory Group, LLC | 6,106 | $358.0K | 0.08% | +6,106 | New |
| Shulman DeMeo Asset Management LLC | 6,108 | $358.1K | 0.09% | +41+0.7% | Added |
| Alliance Wealth Advisors, LLC | 6,117 | $358.6K | 0.20% | −1,322−17.8% | Reduced |
| Accuvest Global Advisors | 6,116 | $359.0K | 0.23% | 00.0% | Unchanged |
| Well Done, LLC | 6,164 | $361.4K | 0.07% | +402+7.0% | Added |
| MV Capital Management, Inc. | 6,179 | $362.3K | 0.04% | −119−1.9% | Reduced |
| Hilltop Partners LLC | 6,231 | $365.3K | 0.11% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 6,240 | $365.9K | 0.22% | −400−6.0% | Reduced |
| KDT Advisors, LLC | 6,245 | $366.1K | 0.59% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 6,256 | $366.8K | 0.03% | −1,648−20.9% | Reduced |
| Riverbend Wealth Management, LLC | 6,269 | $367.5K | 0.28% | +84+1.4% | Added |
| Adell Harriman & Carpenter Inc | 6,274 | $367.9K | 0.02% | +17+0.3% | Added |
| Taylor Financial Group, Inc. | 6,288 | $368.7K | 0.23% | −650−9.4% | Reduced |
| Tandem Investment Advisors, Inc. | 6,300 | $369.0K | 0.01% | −417−6.2% | Reduced |
| Investment Advisory Group, LLC | 6,298 | $369.2K | 0.11% | −134−2.1% | Reduced |
| Abound Wealth Management | 6,314 | $370.2K | 0.10% | +6,229+7,328.2% | Added |
| Lester Murray Antman dba SimplyRich | 6,342 | $371.0K | 0.10% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6,330 | $371.1K | 0.08% | −555−8.1% | Reduced |
| Fiduciary Financial Group, LLC | 6,388 | $371.4K | 0.07% | +215+3.5% | Added |
| Evanson Asset Management, LLC | 6,341 | $371.8K | 0.02% | −25−0.4% | Reduced |
| Sivia Capital Partners, LLC | 6,361 | $373.0K | 0.13% | +2,946+86.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 6,363 | $373.1K | 0.06% | +39+0.6% | Added |
| Advyzon Investment Management, LLC | 6,396 | $375.0K | 0.08% | +1,077+20.2% | Added |
| SFMG, LLC | 6,397 | $375.0K | 0.03% | −2,133−25.0% | Reduced |
| Carson Advisory Inc. | 6,399 | $375.2K | 0.24% | −89−1.4% | Reduced |
| O'Rourke & Company, Inc | 6,407 | $375.6K | 0.18% | +287+4.7% | Added |
| Dynamic Financial Group | 6,416 | $376.1K | 0.36% | −75−1.2% | Reduced |
| RFP Financial Group LLC | 6,421 | $376.5K | 0.16% | 00.0% | Unchanged |
| Syverson Strege & Co | 6,439 | $377.5K | 0.09% | +6,439 | New |
| Firethorn Wealth Partners, LLC | 6,445 | $377.9K | 0.16% | +56+0.9% | Added |
| Chancellor Financial Group WB LP | 6,452 | $378.3K | 0.29% | +279+4.5% | Added |
| Howland Capital Management LLC | 6,353 | $379.0K | 0.02% | +191+3.1% | Added |
| King Wealth | 6,458 | $379.0K | 0.05% | +16+0.2% | Added |
| Prairiewood Capital, LLC | 6,466 | $379.1K | 0.14% | 00.0% | Unchanged |
| MBL Wealth, LLC | 6,467 | $379.2K | 0.04% | −34−0.5% | Reduced |
| TRUE Private Wealth Advisors | 6,471 | $379.4K | 0.04% | +1,760+37.4% | Added |
| Wendell David Associates Inc | 6,475 | $380.0K | 0.04% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,485 | $380.2K | 0.05% | −124−1.9% | Reduced |
| Peoples Financial Services Corp. | 6,485 | $380.2K | 0.19% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 6,495 | $380.8K | 0.10% | −195−2.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $381.1K | 0.11% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 6,515 | $382.0K | 0.20% | +1,857+39.9% | Added |
| Thoroughbred Financial Services, LLC | 6,546 | $383.0K | 0.03% | −21,406−76.6% | Reduced |
| Campbell Deegan Wealth Management, LLC | 6,548 | $383.9K | 0.38% | +7+0.1% | Added |
| Capital Analysts, LLC | 6,555 | $384.0K | 0.01% | −75−1.1% | Reduced |
| Aegis Wealth Management LLC | 6,424 | $385.6K | 0.23% | 00.0% | Unchanged |
| 626 Financial, LLC | 6,577 | $385.6K | 0.18% | 00.0% | Unchanged |
| Bank Ozk | 6,578 | $385.7K | 0.15% | +120+1.9% | Added |
| Beacon Capital Management, LLC | 6,588 | $386.2K | 0.05% | +1,552+30.8% | Added |
| N.E.W. Advisory Services LLC | 6,595 | $386.6K | 0.04% | +1,117+20.4% | Added |
| Peregrine Asset Advisers, Inc. | 6,595 | $386.7K | 0.12% | 00.0% | Unchanged |
| Inscription Capital, LLC | 6,597 | $386.8K | 0.06% | −13,716−67.5% | Reduced |
| Wayfinding Financial, LLC | 6,255 | $387.0K | 0.17% | −284−4.3% | Reduced |
| Somerset Trust Co | 6,601 | $387.0K | 0.13% | +215+3.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,626 | $388.5K | 0.01% | −20−0.3% | Reduced |
| Silver Coast Investments LLC | 6,626 | $388.5K | 0.14% | −415−5.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 6,630 | $388.7K | 0.09% | −60−0.9% | Reduced |
| Harvey Investment Co LLC | 6,633 | $389.0K | 0.04% | 00.0% | Unchanged |
| Fragasso Group Inc. | 6,650 | $389.9K | 0.03% | +151+2.3% | Added |
| Journey Advisory Group, LLC | 6,687 | $392.1K | 0.03% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 6,696 | $392.6K | 0.06% | +1,378+25.9% | Added |
| Opal Wealth Advisors, LLC | 6,716 | $393.8K | 0.11% | −832−11.0% | Reduced |
| CAP Partners, LLC | 6,733 | $394.7K | 0.25% | −38−0.6% | Reduced |
| MBE Wealth Management, LLC | 6,743 | $395.4K | 0.17% | +77+1.2% | Added |
| Manchester Financial Inc | 6,750 | $395.8K | 0.08% | +1,000+17.4% | Added |
| Douglas Lane & Associates, LLC | 6,759 | $396.3K | 0.01% | −912−11.9% | Reduced |
| Equitable Trust Co | 6,767 | $396.7K | 0.02% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 6,783 | $397.7K | 0.00% | +6,783 | New |
| Perennial Investment Advisors, LLC | 6,814 | $399.6K | 0.04% | +30+0.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,818 | $399.7K | 0.01% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 6,829 | $400.3K | 0.03% | +6,829 | New |
| EPG Wealth Management LLC | 6,851 | $401.7K | 0.12% | +32+0.5% | Added |
| Winebrenner Capital Management LLC | 6,871 | $402.8K | 0.32% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,873 | $403.0K | 0.04% | +1,100+19.1% | Added |
| Bridgewealth Advisory Group, LLC | 6,891 | $404.0K | 0.10% | +6,891 | New |
| Severin Investments, LLC | 6,910 | $405.1K | 0.38% | −202−2.8% | Reduced |
| Seven Mile Advisory | 6,913 | $405.3K | 0.24% | +386+5.9% | Added |
| Woodard & Co Asset Management Group Inc | 6,925 | $406.0K | 0.07% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 6,937 | $406.7K | 0.08% | +23+0.3% | Added |
| Atlas Brown,Inc. | 6,938 | $406.8K | 0.13% | −1,239−15.2% | Reduced |
| GeoWealth Management, LLC | 6,944 | $407.1K | 0.02% | +1,034+17.5% | Added |