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 |
|---|---|---|---|---|---|
| Holland Advisory Services, Inc. | 7,710 | $452.1K | 0.66% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 7,702 | $451.6K | 0.10% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,699 | $451.4K | 0.02% | +682+9.7% | Added |
| Smith Chas P & Associates Pa Cpas | 7,689 | $450.8K | 0.03% | −70−0.9% | Reduced |
| Howard Financial Services, Ltd. | 7,678 | $450.2K | 0.06% | +120+1.6% | Added |
| Optimum Investment Advisors | 7,676 | $450.0K | 0.20% | 00.0% | Unchanged |
| Successful Portfolios LLC | 7,667 | $449.5K | 0.28% | −127−1.6% | Reduced |
| Sittner & Nelson, LLC | 7,665 | $449.4K | 0.18% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 7,646 | $448.3K | 0.02% | +2,382+45.3% | Added |
| Berger Financial Group, Inc | 7,634 | $447.6K | 0.03% | −41−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,611 | $446.3K | 0.03% | −19,073−71.5% | Reduced |
| Blalock Williams, LLC | 7,605 | $445.9K | 0.45% | +871+12.9% | Added |
| 1620 Investment Advisors, Inc. | 7,600 | $445.6K | 0.32% | +7,569+24,416.1% | Added |
| First Western Trust Bank | 7,598 | $445.5K | 0.02% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 7,584 | $444.7K | 0.23% | +2,291+43.3% | Added |
| Cravens & Co Advisors, LLC | 7,574 | $444.1K | 0.33% | +77+1.0% | Added |
| Transcend Wealth Collective, LLC | 7,560 | $443.2K | 0.03% | −5,915−43.9% | Reduced |
| TCFG Wealth Management, LLC | 7,558 | $443.1K | 0.20% | −2,128−22.0% | Reduced |
| Schmidt P J Investment Management Inc | 7,549 | $442.6K | 0.08% | 00.0% | Unchanged |
| Thomasville National Bank | 7,543 | $442.2K | 0.03% | −1,905−20.2% | Reduced |
| HighMark Wealth Management LLC | 7,526 | $441.2K | 0.22% | +7,324+3,625.7% | Added |
| Hodges Capital Management Inc. | 7,525 | $441.2K | 0.04% | −360−4.6% | Reduced |
| CLG LLC | 7,524 | $441.1K | 0.14% | +7+0.1% | Added |
| Gentry Private Wealth, LLC | 7,519 | $440.8K | 0.34% | +65+0.9% | Added |
| GFS Advisors, LLC | 7,465 | $438.0K | 0.06% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 7,530 | $437.9K | 0.22% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 7,468 | $437.8K | 0.12% | +2,784+59.4% | Added |
| Grandfield & Dodd, LLC | 7,463 | $437.6K | 0.03% | −140−1.8% | Reduced |
| J2 Capital Management Inc | 7,448 | $436.7K | 0.35% | +2,218+42.4% | Added |
| Quarry LP | 7,390 | $433.3K | 0.10% | −182−2.4% | Reduced |
| Horizon Advisory Services, Inc. | 7,384 | $432.9K | 0.23% | +12+0.2% | Added |
| Pure Portfolios Holdings LLC | 7,377 | $432.5K | 0.15% | +307+4.3% | Added |
| WealthPlan Investment Management, LLC | 7,376 | $432.5K | 0.03% | +1,723+30.5% | Added |
| Summitry LLC | 7,373 | $432.3K | 0.02% | +7,373 | New |
| Pinnacle Wealth Planning Services, Inc. | 7,372 | $432.2K | 0.06% | +1,183+19.1% | Added |
| Mather Group, LLC. | 7,362 | $431.6K | 0.00% | −53−0.7% | Reduced |
| Compass Wealth Management, LLC | 7,353 | $431.1K | 0.23% | +7,353 | New |
| V2 Financial group LLC | 7,295 | $427.7K | 0.26% | −695−8.7% | Reduced |
| BridgePort Financial Solutions, LLC | 7,275 | $426.5K | 0.14% | +7,275 | New |
| Smith, Salley & Associates | 7,261 | $425.7K | 0.02% | +23+0.3% | Added |
| Delta Investment Management, LLC | 7,259 | $425.6K | 0.08% | +886+13.9% | Added |
| First Financial Bank - Trust Division | 7,238 | $424.4K | 0.04% | +477+7.1% | Added |
| Quotient Wealth Partners, LLC | 7,216 | $423.1K | 0.01% | +1,314+22.3% | Added |
| Zullo Investment Group, Inc. | 7,211 | $422.8K | 0.17% | +313+4.5% | Added |
| Beacon Investment Advisory Services, Inc. | 7,177 | $420.8K | 0.02% | +153+2.2% | Added |
| Chemung Canal Trust Co | 7,142 | $418.7K | 0.09% | −6,850−49.0% | Reduced |
| ORG Wealth Partners, LLC | 7,197 | $418.5K | 0.10% | −45−0.6% | Reduced |
| Wambolt & Associates, LLC | 7,183 | $417.6K | 0.14% | +12+0.2% | Added |
| First Business Financial Services, Inc. | 7,116 | $417.2K | 0.04% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 7,102 | $416.4K | 0.21% | +102+1.5% | Added |
| Canandaigua National Bank & Trust Co | 7,089 | $415.6K | 0.04% | −300−4.1% | Reduced |
| Breakwater Capital Group | 7,078 | $415.0K | 0.07% | 00.0% | Unchanged |
| Community Trust & Investment Co | 7,055 | $413.6K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 7,055 | $413.0K | 0.02% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 6,906 | $412.4K | 0.04% | +98+1.4% | Added |
| Washington Trust Co | 7,030 | $412.1K | 0.01% | +5+0.1% | Added |
| Pacitti Group Inc. | 6,979 | $411.7K | 0.18% | +6+0.1% | Added |
| Pinnacle Bancorp, Inc. | 7,019 | $411.5K | 0.13% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,990 | $409.8K | 0.02% | +142+2.1% | Added |
| Catalytic Wealth RIA, LLC | 6,987 | $409.6K | 0.03% | +6,987 | New |
| Bouchey Financial Group Ltd | 6,951 | $409.4K | 0.03% | +189+2.8% | Added |
| Bluesphere Advisors, LLC | 6,975 | $408.9K | 0.20% | +2,631+60.6% | Added |
| Cohen Investment Advisors LLC | 6,970 | $408.7K | 0.21% | −625−8.2% | Reduced |
| Mayfair Advisory Group, LLC | 6,352 | $407.7K | 0.19% | +61+1.0% | Added |
| Lighthouse Investment Partners, LLC | 6,948 | $407.4K | 0.02% | +6,948 | New |
| GeoWealth Management, LLC | 6,944 | $407.1K | 0.02% | +1,034+17.5% | Added |
| Atlas Brown,Inc. | 6,938 | $406.8K | 0.13% | −1,239−15.2% | Reduced |
| Summit Wealth Partners, LLC | 6,937 | $406.7K | 0.08% | +23+0.3% | Added |
| Woodard & Co Asset Management Group Inc | 6,925 | $406.0K | 0.07% | 00.0% | Unchanged |
| Seven Mile Advisory | 6,913 | $405.3K | 0.24% | +386+5.9% | Added |
| Severin Investments, LLC | 6,910 | $405.1K | 0.38% | −202−2.8% | Reduced |
| Bridgewealth Advisory Group, LLC | 6,891 | $404.0K | 0.10% | +6,891 | New |
| Harbor Investment Advisory, LLC | 6,873 | $403.0K | 0.04% | +1,100+19.1% | Added |
| Winebrenner Capital Management LLC | 6,871 | $402.8K | 0.32% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 6,851 | $401.7K | 0.12% | +32+0.5% | Added |
| Coastal Bridge Advisors, LLC | 6,829 | $400.3K | 0.03% | +6,829 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 6,818 | $399.7K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 6,814 | $399.6K | 0.04% | +30+0.4% | Added |
| Hudson Bay Capital Management LP | 6,783 | $397.7K | 0.00% | +6,783 | New |
| Equitable Trust Co | 6,767 | $396.7K | 0.02% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 6,759 | $396.3K | 0.01% | −912−11.9% | Reduced |
| Manchester Financial Inc | 6,750 | $395.8K | 0.08% | +1,000+17.4% | Added |
| MBE Wealth Management, LLC | 6,743 | $395.4K | 0.17% | +77+1.2% | Added |
| CAP Partners, LLC | 6,733 | $394.7K | 0.25% | −38−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 6,716 | $393.8K | 0.11% | −832−11.0% | Reduced |
| Buck Wealth Strategies, LLC | 6,696 | $392.6K | 0.06% | +1,378+25.9% | Added |
| Journey Advisory Group, LLC | 6,687 | $392.1K | 0.03% | 00.0% | Unchanged |
| Fragasso Group Inc. | 6,650 | $389.9K | 0.03% | +151+2.3% | Added |
| Harvey Investment Co LLC | 6,633 | $389.0K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 6,630 | $388.7K | 0.09% | −60−0.9% | Reduced |
| Silver Coast Investments LLC | 6,626 | $388.5K | 0.14% | −415−5.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,626 | $388.5K | 0.01% | −20−0.3% | Reduced |
| Somerset Trust Co | 6,601 | $387.0K | 0.13% | +215+3.4% | Added |
| Wayfinding Financial, LLC | 6,255 | $387.0K | 0.17% | −284−4.3% | Reduced |
| Inscription Capital, LLC | 6,597 | $386.8K | 0.06% | −13,716−67.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,595 | $386.7K | 0.12% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 6,595 | $386.6K | 0.04% | +1,117+20.4% | Added |
| Beacon Capital Management, LLC | 6,588 | $386.2K | 0.05% | +1,552+30.8% | Added |
| Bank Ozk | 6,578 | $385.7K | 0.15% | +120+1.9% | Added |
| 626 Financial, LLC | 6,577 | $385.6K | 0.18% | 00.0% | Unchanged |