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
- 2,266
- +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
- 1,004 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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 6,948 | $407.4K | 0.02% | +6,948 | New |
| Mayfair Advisory Group, LLC | 6,352 | $407.7K | 0.19% | +61+1.0% | Added |
| Cohen Investment Advisors LLC | 6,970 | $408.7K | 0.21% | −625−8.2% | Reduced |
| Bluesphere Advisors, LLC | 6,975 | $408.9K | 0.20% | +2,631+60.6% | Added |
| Bouchey Financial Group Ltd | 6,951 | $409.4K | 0.03% | +189+2.8% | Added |
| Catalytic Wealth RIA, LLC | 6,987 | $409.6K | 0.03% | +6,987 | New |
| Obermeyer Wood Investment Counsel, LLLP | 6,990 | $409.8K | 0.02% | +142+2.1% | Added |
| Pinnacle Bancorp, Inc. | 7,019 | $411.5K | 0.13% | 00.0% | Unchanged |
| Pacitti Group Inc. | 6,979 | $411.7K | 0.18% | +6+0.1% | Added |
| Washington Trust Co | 7,030 | $412.1K | 0.01% | +5+0.1% | Added |
| Fort Point Capital Partners LLC | 6,906 | $412.4K | 0.04% | +98+1.4% | Added |
| Smithfield Trust Co | 7,055 | $413.0K | 0.02% | 00.0% | Unchanged |
| Community Trust & Investment Co | 7,055 | $413.6K | 0.02% | 00.0% | Unchanged |
| Breakwater Capital Group | 7,078 | $415.0K | 0.07% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 7,089 | $415.6K | 0.04% | −300−4.1% | Reduced |
| D. Scott Neal, Inc. | 7,102 | $416.4K | 0.21% | +102+1.5% | Added |
| First Business Financial Services, Inc. | 7,116 | $417.2K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,183 | $417.6K | 0.14% | +12+0.2% | Added |
| ORG Wealth Partners, LLC | 7,197 | $418.5K | 0.10% | −45−0.6% | Reduced |
| Chemung Canal Trust Co | 7,142 | $418.7K | 0.09% | −6,850−49.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,177 | $420.8K | 0.02% | +153+2.2% | Added |
| Zullo Investment Group, Inc. | 7,211 | $422.8K | 0.17% | +313+4.5% | Added |
| Quotient Wealth Partners, LLC | 7,216 | $423.1K | 0.01% | +1,314+22.3% | Added |
| First Financial Bank - Trust Division | 7,238 | $424.4K | 0.04% | +477+7.1% | Added |
| Delta Investment Management, LLC | 7,259 | $425.6K | 0.08% | +886+13.9% | Added |
| Smith, Salley & Associates | 7,261 | $425.7K | 0.02% | +23+0.3% | Added |
| BridgePort Financial Solutions, LLC | 7,275 | $426.5K | 0.14% | +7,275 | New |
| V2 Financial group LLC | 7,295 | $427.7K | 0.26% | −695−8.7% | Reduced |
| Compass Wealth Management, LLC | 7,353 | $431.1K | 0.23% | +7,353 | New |
| Mather Group, LLC. | 7,362 | $431.6K | 0.00% | −53−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,372 | $432.2K | 0.06% | +1,183+19.1% | Added |
| Summitry LLC | 7,373 | $432.3K | 0.02% | +7,373 | New |
| WealthPlan Investment Management, LLC | 7,376 | $432.5K | 0.03% | +1,723+30.5% | Added |
| Pure Portfolios Holdings LLC | 7,377 | $432.5K | 0.15% | +307+4.3% | Added |
| Horizon Advisory Services, Inc. | 7,384 | $432.9K | 0.23% | +12+0.2% | Added |
| Quarry LP | 7,390 | $433.3K | 0.10% | −182−2.4% | Reduced |
| J2 Capital Management Inc | 7,448 | $436.7K | 0.35% | +2,218+42.4% | Added |
| Grandfield & Dodd, LLC | 7,463 | $437.6K | 0.03% | −140−1.8% | Reduced |
| Xcel Wealth Management, LLC | 7,468 | $437.8K | 0.12% | +2,784+59.4% | Added |
| Heritage Family Offices, LLP | 7,530 | $437.9K | 0.22% | 00.0% | Unchanged |
| GFS Advisors, LLC | 7,465 | $438.0K | 0.06% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 7,519 | $440.8K | 0.34% | +65+0.9% | Added |
| CLG LLC | 7,524 | $441.1K | 0.14% | +7+0.1% | Added |
| Hodges Capital Management Inc. | 7,525 | $441.2K | 0.04% | −360−4.6% | Reduced |
| HighMark Wealth Management LLC | 7,526 | $441.2K | 0.22% | +7,324+3,625.7% | Added |
| Thomasville National Bank | 7,543 | $442.2K | 0.03% | −1,905−20.2% | Reduced |
| Schmidt P J Investment Management Inc | 7,549 | $442.6K | 0.08% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 7,558 | $443.1K | 0.20% | −2,128−22.0% | Reduced |
| Transcend Wealth Collective, LLC | 7,560 | $443.2K | 0.03% | −5,915−43.9% | Reduced |
| Cravens & Co Advisors, LLC | 7,574 | $444.1K | 0.33% | +77+1.0% | Added |
| Cascades Capital Asset Management, LLC | 7,584 | $444.7K | 0.23% | +2,291+43.3% | Added |
| First Western Trust Bank | 7,598 | $445.5K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 7,600 | $445.6K | 0.32% | +7,569+24,416.1% | Added |
| Blalock Williams, LLC | 7,605 | $445.9K | 0.45% | +871+12.9% | Added |
| Mount Yale Investment Advisors, LLC | 7,611 | $446.3K | 0.03% | −19,073−71.5% | Reduced |
| Berger Financial Group, Inc | 7,634 | $447.6K | 0.03% | −41−0.5% | Reduced |
| Cobblestone Capital Advisors LLC | 7,646 | $448.3K | 0.02% | +2,382+45.3% | Added |
| Sittner & Nelson, LLC | 7,665 | $449.4K | 0.18% | 00.0% | Unchanged |
| Successful Portfolios LLC | 7,667 | $449.5K | 0.28% | −127−1.6% | Reduced |
| Optimum Investment Advisors | 7,676 | $450.0K | 0.20% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 7,678 | $450.2K | 0.06% | +120+1.6% | Added |
| Smith Chas P & Associates Pa Cpas | 7,689 | $450.8K | 0.03% | −70−0.9% | Reduced |
| Venturi Wealth Management, LLC | 7,699 | $451.4K | 0.02% | +682+9.7% | Added |
| Whalerock Point Partners, LLC | 7,702 | $451.6K | 0.10% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,710 | $452.1K | 0.66% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 7,719 | $452.6K | 0.11% | +7,719 | New |
| Main Street Financial Solutions, LLC | 7,724 | $452.9K | 0.03% | +43+0.6% | Added |
| Challenger Wealth Management | 7,733 | $453.4K | 0.31% | +18+0.2% | Added |
| Manchester Capital Management LLC | 7,744 | $454.0K | 0.06% | +20.0% | Added |
| Trilogy Capital Inc. | 7,769 | $455.5K | 0.02% | +281+3.8% | Added |
| Second Line Capital, LLC | 7,647 | $456.2K | 0.11% | +1,004+15.1% | Added |
| Pflug Koory, LLC | 7,791 | $456.8K | 0.23% | −42−0.5% | Reduced |
| Marshall Financial Group LLC | 7,582 | $456.8K | 0.09% | −63−0.8% | Reduced |
| Stablepoint Partners, LLC | 7,803 | $457.5K | 0.08% | +10.0% | Added |
| Sound Income Strategies, LLC | 7,806 | $457.7K | 0.03% | +2,699+52.8% | Added |
| Financial Advisory Corp | 7,811 | $458.0K | 0.14% | −4,638−37.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 7,820 | $458.5K | 0.11% | +280+3.7% | Added |
| Banque Transatlantique SA | 7,789 | $459.1K | 0.01% | +1,296+20.0% | Added |
| Affinity Capital Advisors, LLC | 7,842 | $459.8K | 0.08% | +129+1.7% | Added |
| Montag A & Associates Inc | 7,709 | $459.8K | 0.02% | −916−10.6% | Reduced |
| Interchange Capital Partners, LLC | 7,851 | $460.3K | 0.11% | +632+8.8% | Added |
| Ocean Capital Management, LLC | 7,916 | $464.1K | 0.10% | +40+0.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 7,924 | $464.6K | 0.07% | +1,162+17.2% | Added |
| Fairvoy Private Wealth, LLC | 7,949 | $466.1K | 0.12% | +660+9.1% | Added |
| Wealth Dimensions Group, Ltd. | 7,954 | $466.3K | 0.10% | −235−2.9% | Reduced |
| Councilmark Asset Management, LLC | 7,966 | $467.0K | 0.30% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 7,976 | $467.6K | 0.01% | +1,453+22.3% | Added |
| DDFG, Inc | 7,976 | $467.6K | 0.12% | 00.0% | Unchanged |
| Sentry LLC | 7,987 | $468.3K | 0.09% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 8,000 | $469.0K | 0.01% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 8,031 | $470.9K | 0.25% | +301+3.9% | Added |
| Legacy Financial Advisors, Inc. | 8,037 | $471.2K | 0.07% | +856+11.9% | Added |
| Prossimo Advisors, LLC | 8,056 | $472.0K | 0.38% | −352−4.2% | Reduced |
| WBH Advisory Inc | 8,055 | $472.2K | 0.04% | −167−2.0% | Reduced |
| Vivaldi Capital Management, LLC | 8,059 | $472.5K | 0.07% | −34−0.4% | Reduced |
| FourThought Financial Partners, LLC | 8,066 | $472.9K | 0.05% | +30.0% | Added |
| Financial Perspectives, Inc | 8,071 | $473.2K | 0.14% | +20.0% | Added |
| Jump Financial, LLC | 8,072 | $473.3K | 0.01% | −15,793−66.2% | Reduced |
| ETF Store, Inc. | 8,077 | $473.5K | 0.55% | +147+1.9% | Added |
| Quadrature Capital Ltd | 8,101 | $474.7K | 0.01% | +8,101 | New |