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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Westmount Partners, LLC | 12,258 | $718.7K | 0.20% | −6,865−35.9% | Reduced |
| Clark Wealth Partners | 12,239 | $717.6K | 0.48% | +10,153+486.7% | Added |
| V-Square Quantitative Management LLC | 12,237 | $717.5K | 0.10% | −4,382−26.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12,231 | $717.0K | 0.29% | +926+8.2% | Added |
| Silver Oak Securities, Inc | 12,223 | $716.6K | 0.06% | +538+4.6% | Added |
| Northstar Advisory Group, LLC | 12,178 | $714.0K | 0.35% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 12,167 | $713.4K | 0.34% | +1,059+9.5% | Added |
| Cornerstone Advisory, LLC | 12,142 | $711.9K | 0.08% | −995−7.6% | Reduced |
| NorthStar Asset Management LLC | 12,128 | $711.1K | 0.37% | +720+6.3% | Added |
| Rahlfs Capital, LLC | 12,122 | $710.7K | 0.65% | 00.0% | Unchanged |
| Davidson Trust Co | 12,118 | $710.5K | 0.33% | −35−0.3% | Reduced |
| Herold Advisors, Inc. | 12,103 | $709.6K | 0.15% | +435+3.7% | Added |
| Ariadne Wealth Management, LP | 10,812 | $708.2K | 0.34% | −212−1.9% | Reduced |
| Spinnaker Trust | 12,070 | $707.7K | 0.04% | +437+3.8% | Added |
| Patten & Patten Inc | 12,049 | $706.4K | 0.05% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 12,046 | $706.3K | 0.06% | +1,076+9.8% | Added |
| Leonteq Securities AG | 12,009 | $704.1K | 0.04% | +2,423+25.3% | Added |
| Kendall Capital Management | 11,982 | $702.5K | 0.19% | −400−3.2% | Reduced |
| Delta Asset Management LLC | 11,929 | $699.4K | 0.06% | −251−2.1% | Reduced |
| Rogco, LP | 11,889 | $697.1K | 0.26% | −821−6.5% | Reduced |
| Golden State Equity Partners | 11,887 | $696.9K | 0.13% | +252+2.2% | Added |
| Serenus Wealth Advisors, LLC | 11,877 | $696.3K | 0.12% | +50.0% | Added |
| 180 Wealth Advisors, LLC | 11,853 | $694.9K | 0.10% | −221−1.8% | Reduced |
| First National Bank & Trust Co of Newtown | 11,809 | $692.4K | 0.14% | 00.0% | Unchanged |
| Miller Financial Services LLC | 11,800 | $691.8K | 0.88% | −155−1.3% | Reduced |
| HHM Wealth Advisors, LLC | 11,797 | $691.7K | 0.08% | −330−2.7% | Reduced |
| Secure Asset Management, LLC | 11,783 | $690.8K | 0.13% | +1,767+17.6% | Added |
| Owen LaRue, LLC | 11,770 | $690.0K | 0.29% | +11,770 | New |
| Advisory Alpha, LLC | 11,763 | $689.8K | 0.02% | +382+3.4% | Added |
| Greenfield Savings Bank | 11,711 | $686.6K | 0.31% | +60+0.5% | Added |
| Intellectus Partners, LLC | 11,510 | $686.6K | 0.15% | +47+0.4% | Added |
| Flputnam Investment Management Co | 11,627 | $681.7K | 0.01% | −531−4.4% | Reduced |
| Tompkins Financial Corp | 11,627 | $681.7K | 0.06% | −574−4.7% | Reduced |
| Paragon Financial Partners, Inc. | 11,614 | $680.9K | 0.47% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 11,584 | $679.2K | 0.03% | +249+2.2% | Added |
| Anchor Investment Management, LLC | 11,558 | $677.6K | 0.06% | −1,124−8.9% | Reduced |
| Loudon Investment Management, LLC | 11,538 | $676.5K | 0.37% | −1,029−8.2% | Reduced |
| Cascade Financial Partners, LLC | 11,524 | $675.7K | 0.08% | +3,302+40.2% | Added |
| TownSquare Capital, LLC | 11,458 | $671.8K | 0.07% | −72,804−86.4% | Reduced |
| PDS Planning, Inc | 11,454 | $671.5K | 0.05% | +1,494+15.0% | Added |
| San Luis Wealth Advisors LLC | 11,429 | $670.0K | 0.14% | −1,286−10.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,391 | $667.9K | 0.02% | −157−1.4% | Reduced |
| Sylvest Advisors, LLC | 11,380 | $667.2K | 0.38% | −1,907−14.4% | Reduced |
| Axis Wealth Partners, LLC | 11,330 | $664.3K | 0.44% | +45+0.4% | Added |
| Romano Brothers and Company | 11,312 | $663.2K | 0.08% | −16−0.1% | Reduced |
| MOKAN Wealth Management Inc. | 11,229 | $658.5K | 0.37% | +727+6.9% | Added |
| Virtus ETF Advisers LLC | 11,208 | $657.1K | 0.40% | −261−2.3% | Reduced |
| Callahan Advisors, LLC | 11,194 | $656.3K | 0.06% | +68+0.6% | Added |
| International Private Wealth Advisors LLC | 11,191 | $656.1K | 0.56% | −3,010−21.2% | Reduced |
| Sowa Financial Group, Inc. | 11,188 | $656.0K | 0.41% | +88+0.8% | Added |
| Parcion Private Wealth LLC | 11,172 | $655.0K | 0.05% | +172+1.6% | Added |
| Ossiam | 11,149 | $653.7K | 0.01% | −60−0.5% | Reduced |
| Garden State Investment Advisory Services LLC | 11,086 | $650.4K | 0.18% | −249−2.2% | Reduced |
| KMG Fiduciary Partners, LLC | 11,083 | $649.8K | 0.05% | −55−0.5% | Reduced |
| Sym Financial Corp | 11,068 | $648.9K | 0.07% | +1,701+18.2% | Added |
| Castle Rock Wealth Management, LLC | 10,983 | $648.0K | 0.15% | −719−6.1% | Reduced |
| Gilbert & Cook, Inc. | 11,044 | $647.5K | 0.09% | +551+5.3% | Added |
| Pallas Capital Advisors LLC | 11,039 | $647.2K | 0.02% | −373−3.3% | Reduced |
| Advisor OS, LLC | 11,020 | $646.1K | 0.06% | +778+7.6% | Added |
| 1832 Asset Management L.P. | 10,994 | $644.6K | 0.00% | −1,463,010−99.3% | Reduced |
| Mattern Wealth Management LLC | 10,876 | $638.3K | 0.13% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10,872 | $637.4K | 0.23% | −689−6.0% | Reduced |
| TFC Financial Management | 10,867 | $637.1K | 0.09% | +21+0.2% | Added |
| Wellington Shields Capital Management, LLC | 10,857 | $636.5K | 0.11% | +10.0% | Added |
| Titleist Asset Management, LLC | 10,856 | $636.5K | 0.06% | +87+0.8% | Added |
| Aspetuck Financial Management LLC | 10,850 | $636.1K | 0.48% | 00.0% | Unchanged |
| Essex Savings Bank | 10,850 | $636.1K | 0.15% | 00.0% | Unchanged |
| Apella Capital, LLC | 10,556 | $636.0K | 0.02% | +2,617+33.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,741 | $629.7K | 0.02% | +938+9.6% | Added |
| TFB Advisors LLC | 10,737 | $629.5K | 0.16% | +23+0.2% | Added |
| Enzi Wealth | 10,863 | $627.9K | 0.23% | −9−0.1% | Reduced |
| Blue Capital, Inc. | 10,705 | $627.6K | 0.44% | +10,705 | New |
| St. Louis Trust Co | 10,700 | $627.3K | 0.08% | 00.0% | Unchanged |
| JT Stratford LLC | 10,698 | $627.2K | 0.09% | −513−4.6% | Reduced |
| October Effect Ltd | 10,677 | $626.0K | 0.75% | +10,677 | New |
| Bath Savings Trust Co | 10,676 | $625.9K | 0.06% | −63−0.6% | Reduced |
| Cross Staff Investments Inc | 10,673 | $625.8K | 0.46% | −118−1.1% | Reduced |
| Westwood Holdings Group Inc. | 10,661 | $625.1K | 0.00% | −526−4.7% | Reduced |
| ICONIQ Capital, LLC | 10,652 | $624.5K | 0.01% | +1,390+15.0% | Added |
| Relyea Zuckerberg Hanson LLC | 10,650 | $624.4K | 0.07% | +3,164+42.3% | Added |
| Brown Miller Wealth Management, LLC | 10,600 | $621.5K | 0.19% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 10,553 | $618.7K | 0.38% | 00.0% | Unchanged |
| L.M. Kohn & Company | 10,539 | $617.9K | 0.17% | −1,069−9.2% | Reduced |
| 111 Capital | 10,505 | $615.9K | 0.11% | +10,505 | New |
| Wealth Architects, LLC | 10,499 | $615.6K | 0.06% | +7+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 10,492 | $615.1K | 0.13% | +370+3.7% | Added |
| Balentine LLC | 10,485 | $614.7K | 0.02% | +76+0.7% | Added |
| Jackson Hole Capital Partners, LLC | 10,476 | $614.2K | 0.11% | +337+3.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $613.2K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,403 | $609.9K | 0.18% | +2,500+31.6% | Added |
| Gries Financial LLC | 10,365 | $607.7K | 0.11% | +1,708+19.7% | Added |
| Goldstone Financial Group, LLC | 10,185 | $607.5K | 0.08% | +1,645+19.3% | Added |
| VestGen Advisors, LLC | 10,342 | $606.4K | 0.02% | +4,564+79.0% | Added |
| Siemens Fonds Invest GmbH | 10,293 | $603.5K | 0.04% | −55−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 10,277 | $602.5K | 0.03% | −102−1.0% | Reduced |
| Tufton Capital Management | 10,268 | $602.0K | 0.11% | −1,095−9.6% | Reduced |
| Cobblestone Asset Management LLC | 10,216 | $599.0K | 0.32% | +25+0.2% | Added |
| Cladis Investment Advisory, LLC | 10,214 | $598.8K | 0.38% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 10,025 | $597.9K | 0.04% | +2,027+25.3% | Added |
| CVA Family Office, LLC | 10,198 | $597.9K | 0.08% | +272+2.7% | Added |