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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 18,222 | $1.07M | 0.14% | +9,302+104.3% | Added |
| Burns J W & Co Inc | 18,215 | $1.07M | 0.13% | −731−3.9% | Reduced |
| Capital Advisors Inc | 18,208 | $1.07M | 0.02% | −546−2.9% | Reduced |
| Retirement Planning Group | 18,196 | $1.07M | 0.05% | +1,231+7.3% | Added |
| Everstar Asset Management, LLC | 18,143 | $1.06M | 0.65% | +893+5.2% | Added |
| Excalibur Management Corp | 18,012 | $1.06M | 0.40% | −400−2.2% | Reduced |
| Fulton Bank, N.A. | 18,005 | $1.06M | 0.04% | −1,653−8.4% | Reduced |
| Koss-Olinger Consulting, LLC | 17,978 | $1.05M | 0.09% | −447−2.4% | Reduced |
| James J. Burns & Company, LLC | 17,906 | $1.05M | 0.17% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 17,900 | $1.05M | 0.26% | +15,300+588.5% | Added |
| Wedmont Private Capital | 18,151 | $1.05M | 0.04% | +3,108+20.7% | Added |
| Fidelis Capital Partners, LLC | 16,589 | $1.05M | 0.10% | +972+6.2% | Added |
| Syon Capital LLC | 17,820 | $1.04M | 0.07% | +3,296+22.7% | Added |
| GWN Securities Inc. | 17,633 | $1.03M | 0.19% | −31,241−63.9% | Reduced |
| Chicago Partners Investment Group LLC | 17,299 | $1.03M | 0.03% | +568+3.4% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $1.03M | 0.18% | 00.0% | Unchanged |
| Searle & Co. | 17,578 | $1.03M | 0.29% | −334−1.9% | Reduced |
| Cidel Asset Management Inc | 17,525 | $1.03M | 0.06% | −1,112−6.0% | Reduced |
| Allianz SE | 17,515 | $1.03M | 0.02% | +2,845+19.4% | Added |
| Centaurus Financial, Inc. | 17,475 | $1.02M | 0.06% | +978+5.9% | Added |
| BKD Wealth Advisors, LLC | 17,331 | $1.02M | 0.02% | +699+4.2% | Added |
| Jamison Private Wealth Management, Inc. | 17,140 | $1.00M | 0.14% | −18,546−52.0% | Reduced |
| Grove Bank & Trust | 16,953 | $994.0K | 0.12% | +57+0.3% | Added |
| Apexium Financial, LP | 16,875 | $989.4K | 0.05% | +187+1.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,866 | $988.8K | 0.00% | −6,434−27.6% | Reduced |
| Close Asset Management Ltd | 16,824 | $986.0K | 0.03% | −2,619−13.5% | Reduced |
| Clarius Group, LLC | 16,803 | $985.2K | 0.06% | −659−3.8% | Reduced |
| NBC Securities, Inc. | 16,802 | $985.0K | 0.08% | +82+0.5% | Added |
| Ameritas Investment Partners, Inc. | 16,781 | $983.9K | 0.03% | −320−1.9% | Reduced |
| Fiduciary Alliance LLC | 16,737 | $981.3K | 0.07% | +7,978+91.1% | Added |
| Ted Buchan & Co | 16,670 | $977.4K | 0.39% | +2,237+15.5% | Added |
| American National Bank | 16,656 | $976.5K | 0.10% | +10,175+157.0% | Added |
| Cigna Investments Inc | 16,616 | $975.0K | 0.17% | −470−2.8% | Reduced |
| Milestone Asset Management, LLC | 16,564 | $971.1K | 0.21% | +16,564 | New |
| Avidian Wealth Solutions, LLC | 16,551 | $970.4K | 0.04% | +2,759+20.0% | Added |
| Invst, LLC | 16,515 | $968.3K | 0.12% | +327+2.0% | Added |
| Wagner Wealth Management, LLC | 16,513 | $968.2K | 0.22% | +1,091+7.1% | Added |
| D'Orazio & Associates, Inc. | 16,505 | $967.7K | 0.14% | +270+1.7% | Added |
| Integrity Alliance, LLC. | 16,469 | $965.6K | 0.05% | −6,438−28.1% | Reduced |
| Clarity Financial LLC | 16,461 | $965.1K | 0.10% | +696+4.4% | Added |
| American Financial & Tax Strategies Inc | 16,447 | $964.3K | 0.50% | 00.0% | Unchanged |
| Phil A. Younker & Associates, Ltd. | 16,432 | $963.4K | 0.95% | +255+1.6% | Added |
| Woodward Diversified Capital, LLC | 16,370 | $959.8K | 0.49% | +3,908+31.4% | Added |
| MTM Investment Management, LLC | 16,286 | $954.8K | 0.32% | +80.0% | Added |
| Jaffetilchin Investment Partners, LLC | 16,195 | $949.5K | 0.06% | −558−3.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 16,192 | $949.3K | 0.02% | −45−0.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $943.9K | 0.29% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 16,090 | $943.4K | 0.02% | −150−0.9% | Reduced |
| Richard W. Paul & Associates, LLC | 16,070 | $942.2K | 0.34% | −1,835−10.2% | Reduced |
| Checchi Capital Advisers, LLC | 16,051 | $941.1K | 0.07% | +69+0.4% | Added |
| Ieq Capital, LLC | 16,036 | $940.2K | 0.01% | −11,714−42.2% | Reduced |
| Boothbay Fund Management, LLC | 16,034 | $940.1K | 0.03% | −3,114−16.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 15,891 | $931.7K | 0.05% | +48+0.3% | Added |
| WealthPLAN Partners, LLC | 15,869 | $930.4K | 0.15% | −947−5.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 15,857 | $929.7K | 0.12% | +370+2.4% | Added |
| Atlas Capital Advisors LLC | 15,847 | $929.1K | 0.11% | −5,296−25.0% | Reduced |
| Rexford Capital Inc | 15,832 | $928.2K | 0.77% | +15,832 | New |
| Ancora Advisors, LLC | 15,828 | $928.0K | 0.02% | −254−1.6% | Reduced |
| Loomis Sayles & Co L P | 15,810 | $926.9K | 0.00% | −1,180−6.9% | Reduced |
| LifeWealth Investments, LLC | 15,748 | $923.3K | 0.16% | −1,182−7.0% | Reduced |
| McGowan Group Asset Management, Inc. | 15,658 | $918.1K | 0.12% | +44+0.3% | Added |
| Quest Partners LLC | 15,554 | $911.9K | 0.09% | +8,729+127.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 15,473 | $907.2K | 0.30% | +623+4.2% | Added |
| Dakota Wealth Management | 15,432 | $905.1K | 0.02% | +2,529+19.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 15,157 | $904.1K | 0.02% | −40.0% | Reduced |
| Kapstone Financial Advisors LLC | 15,395 | $902.6K | 0.45% | +1,114+7.8% | Added |
| Klingenstein Fields & Co LP | 15,365 | $900.9K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 15,114 | $900.1K | 0.01% | −175−1.1% | Reduced |
| CWS Financial Advisors, LLC | 15,339 | $899.3K | 0.26% | +70+0.5% | Added |
| Gsa Capital Partners LLP | 15,279 | $896.0K | 0.06% | −1,779−10.4% | Reduced |
| Salvus Wealth Management, LLC | 15,258 | $894.6K | 0.52% | −104−0.7% | Reduced |
| WESPAC Advisors, LLC | 15,235 | $893.2K | 0.62% | +15,235 | New |
| Meridian Wealth Management, LLC | 15,283 | $892.9K | 0.04% | +374+2.5% | Added |
| Tradition Wealth Management, LLC | 15,207 | $891.6K | 0.07% | +462+3.1% | Added |
| Brass Tax Wealth Management, Inc | 15,176 | $889.8K | 0.17% | +227+1.5% | Added |
| GM Advisory Group, Inc. | 15,124 | $886.7K | 0.04% | −24,385−61.7% | Reduced |
| Signal Advisors Wealth, LLC | 15,123 | $886.7K | 0.07% | +8,969+145.7% | Added |
| Nwam LLC | 14,338 | $886.1K | 0.05% | +628+4.6% | Added |
| Evernest Financial Advisors, LLC | 15,113 | $886.1K | 0.29% | 00.0% | Unchanged |
| Philadelphia Trust Co | 15,099 | $885.0K | 0.07% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 15,084 | $884.4K | 0.22% | −102,881−87.2% | Reduced |
| Readystate Asset Management LP | 15,070 | $883.6K | 0.04% | +15,070 | New |
| Umb Bank N A | 15,066 | $883.3K | 0.01% | +271+1.8% | Added |
| Adviser Investments LLC | 15,057 | $882.8K | 0.01% | +256+1.7% | Added |
| Plimoth Trust Co LLC | 15,028 | $881.1K | 0.21% | −112−0.7% | Reduced |
| Arista Wealth Management, LLC | 15,019 | $880.6K | 0.12% | +15,019 | New |
| Cozad Asset Management Inc | 15,016 | $880.4K | 0.08% | +400+2.7% | Added |
| Compagnie Lombard Odier SCmA | 15,000 | $879.5K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 15,000 | $879.5K | 0.08% | 00.0% | Unchanged |
| Graypoint LLC | 14,973 | $877.8K | 0.05% | +25+0.2% | Added |
| Magnolia Capital Advisors LLC | 14,908 | $874.0K | 0.22% | +1,001+7.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 14,898 | $873.5K | 0.57% | +185+1.3% | Added |
| Fiduciary Group LLC | 14,878 | $872.3K | 0.08% | +1,100+8.0% | Added |
| David Loasby | 14,075 | $869.5K | 0.07% | −2,400−14.6% | Reduced |
| Red Door Wealth Management, LLC | 14,812 | $868.4K | 0.10% | +3,200+27.6% | Added |
| Journey Strategic Wealth LLC | 14,741 | $864.2K | 0.03% | +7,344+99.3% | Added |
| Courier Capital LLC | 14,718 | $862.9K | 0.05% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 14,689 | $861.3K | 0.29% | −176−1.2% | Reduced |
| Harvest Fund Management Co., Ltd | 14,681 | $860.0K | 0.04% | −3,599−19.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,855 | $858.2K | 0.46% | 00.0% | Unchanged |