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 |
|---|---|---|---|---|---|
| Aegis Wealth Management LLC | 6,424 | $385.6K | 0.23% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6,555 | $384.0K | 0.01% | −75−1.1% | Reduced |
| Campbell Deegan Wealth Management, LLC | 6,548 | $383.9K | 0.38% | +7+0.1% | Added |
| Thoroughbred Financial Services, LLC | 6,546 | $383.0K | 0.03% | −21,406−76.6% | Reduced |
| Enterprise Financial Services Corp | 6,515 | $382.0K | 0.20% | +1,857+39.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $381.1K | 0.11% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 6,495 | $380.8K | 0.10% | −195−2.9% | Reduced |
| Peoples Financial Services Corp. | 6,485 | $380.2K | 0.19% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,485 | $380.2K | 0.05% | −124−1.9% | Reduced |
| Wendell David Associates Inc | 6,475 | $380.0K | 0.04% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 6,471 | $379.4K | 0.04% | +1,760+37.4% | Added |
| MBL Wealth, LLC | 6,467 | $379.2K | 0.04% | −34−0.5% | Reduced |
| Prairiewood Capital, LLC | 6,466 | $379.1K | 0.14% | 00.0% | Unchanged |
| King Wealth | 6,458 | $379.0K | 0.05% | +16+0.2% | Added |
| Howland Capital Management LLC | 6,353 | $379.0K | 0.02% | +191+3.1% | Added |
| Chancellor Financial Group WB LP | 6,452 | $378.3K | 0.29% | +279+4.5% | Added |
| Firethorn Wealth Partners, LLC | 6,445 | $377.9K | 0.16% | +56+0.9% | Added |
| Syverson Strege & Co | 6,439 | $377.5K | 0.09% | +6,439 | New |
| RFP Financial Group LLC | 6,421 | $376.5K | 0.16% | 00.0% | Unchanged |
| Dynamic Financial Group | 6,416 | $376.1K | 0.36% | −75−1.2% | Reduced |
| O'Rourke & Company, Inc | 6,407 | $375.6K | 0.18% | +287+4.7% | Added |
| Carson Advisory Inc. | 6,399 | $375.2K | 0.24% | −89−1.4% | Reduced |
| SFMG, LLC | 6,397 | $375.0K | 0.03% | −2,133−25.0% | Reduced |
| Advyzon Investment Management, LLC | 6,396 | $375.0K | 0.08% | +1,077+20.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 6,363 | $373.1K | 0.06% | +39+0.6% | Added |
| Sivia Capital Partners, LLC | 6,361 | $373.0K | 0.13% | +2,946+86.3% | Added |
| Evanson Asset Management, LLC | 6,341 | $371.8K | 0.02% | −25−0.4% | Reduced |
| Fiduciary Financial Group, LLC | 6,388 | $371.4K | 0.07% | +215+3.5% | Added |
| Old Second National Bank of Aurora | 6,330 | $371.1K | 0.08% | −555−8.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,342 | $371.0K | 0.10% | 00.0% | Unchanged |
| Abound Wealth Management | 6,314 | $370.2K | 0.10% | +6,229+7,328.2% | Added |
| Investment Advisory Group, LLC | 6,298 | $369.2K | 0.11% | −134−2.1% | Reduced |
| Tandem Investment Advisors, Inc. | 6,300 | $369.0K | 0.01% | −417−6.2% | Reduced |
| Taylor Financial Group, Inc. | 6,288 | $368.7K | 0.23% | −650−9.4% | Reduced |
| Adell Harriman & Carpenter Inc | 6,274 | $367.9K | 0.02% | +17+0.3% | Added |
| Riverbend Wealth Management, LLC | 6,269 | $367.5K | 0.28% | +84+1.4% | Added |
| Charles Schwab Trust Co | 6,256 | $366.8K | 0.03% | −1,648−20.9% | Reduced |
| KDT Advisors, LLC | 6,245 | $366.1K | 0.59% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 6,240 | $365.9K | 0.22% | −400−6.0% | Reduced |
| Hilltop Partners LLC | 6,231 | $365.3K | 0.11% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6,179 | $362.3K | 0.04% | −119−1.9% | Reduced |
| Well Done, LLC | 6,164 | $361.4K | 0.07% | +402+7.0% | Added |
| Accuvest Global Advisors | 6,116 | $359.0K | 0.23% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 6,117 | $358.6K | 0.20% | −1,322−17.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,108 | $358.1K | 0.09% | +41+0.7% | Added |
| VisionPoint Advisory Group, LLC | 6,106 | $358.0K | 0.08% | +6,106 | New |
| Destination Wealth Management | 6,092 | $357.2K | 0.01% | +6,092 | New |
| Archer Investment Corp | 6,066 | $355.7K | 0.08% | +821+15.7% | Added |
| Summit X, LLC | 6,056 | $355.1K | 0.07% | +104+1.7% | Added |
| TSFG, LLC | 6,049 | $355.0K | 0.06% | +74+1.2% | Added |
| Trace Wealth Advisors, LLC | 6,041 | $354.2K | 0.29% | +49+0.8% | Added |
| Clark Capital Management Group, Inc. | 6,037 | $353.9K | 0.00% | +1,450+31.6% | Added |
| Bank of Jackson Hole Trust | 6,036 | $353.9K | 0.20% | +559+10.2% | Added |
| Capital City Trust Co | 6,033 | $353.7K | 0.09% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 6,025 | $353.3K | 0.16% | +2,083+52.8% | Added |
| Cowa, LLC | 6,016 | $352.7K | 0.13% | −81−1.3% | Reduced |
| Coastwise Capital Group, LLC | 5,994 | $351.4K | 0.28% | +65+1.1% | Added |
| Robertson Stephens Wealth Management, LLC | 5,879 | $350.7K | 0.01% | −1,813−23.6% | Reduced |
| Magnus Financial Group LLC | 5,978 | $350.5K | 0.03% | −1,502−20.1% | Reduced |
| Tandem Financial, LLC | 5,809 | $350.5K | 0.33% | −6,575−53.1% | Reduced |
| Washington Trust Advisors, Inc. | 5,975 | $350.3K | 0.03% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,971 | $350.1K | 0.02% | −5,267−46.9% | Reduced |
| Silvant Capital Management LLC | 5,966 | $349.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,911 | $346.6K | 0.06% | −1,339−18.5% | Reduced |
| Gamco Investors, Inc. Et Al | 5,900 | $345.9K | 0.00% | +5,900 | New |
| Nemes Rush Group LLC | 5,896 | $345.7K | 0.04% | +1,555+35.8% | Added |
| Schrum Private Wealth Management LLC | 5,880 | $344.7K | 0.28% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 5,861 | $343.6K | 0.11% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 5,853 | $343.2K | 0.05% | +1,330+29.4% | Added |
| Lloyd Advisory Services, LLC. | 5,848 | $342.9K | 0.17% | −81−1.4% | Reduced |
| Renaissance Group LLC | 5,846 | $342.8K | 0.01% | −613−9.5% | Reduced |
| Diversify Wealth Management, LLC | 5,192 | $342.7K | 0.02% | +464+9.8% | Added |
| Center for Financial Planning, Inc. | 5,842 | $342.5K | 0.04% | +335+6.1% | Added |
| 1st Source Bank | 5,822 | $341.3K | 0.02% | −6−0.1% | Reduced |
| May Barnhard Investments LLC | 5,818 | $341.2K | 0.16% | +98+1.7% | Added |
| American Institute for Advanced Investment Management, LLP | 5,815 | $340.9K | 0.24% | 00.0% | Unchanged |
| Defender Capital, LLC. | 5,810 | $340.6K | 0.12% | −200−3.3% | Reduced |
| Harbour Trust & Investment Management Co | 5,797 | $339.9K | 0.04% | +230+4.1% | Added |
| Financial Engines Advisors L.L.C. | 5,775 | $339.0K | 0.00% | +5,775 | New |
| WMG Financial Advisors, LLC | 5,781 | $338.9K | 0.13% | −7−0.1% | Reduced |
| RS Crum Inc. | 5,763 | $337.9K | 0.08% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 5,759 | $337.7K | 0.10% | −243−4.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,754 | $337.4K | 0.15% | −99−1.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,751 | $337.2K | 0.18% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5,616 | $335.0K | 0.20% | +565+11.2% | Added |
| Everpar Advisors LLC | 5,708 | $334.7K | 0.15% | +654+12.9% | Added |
| Register Financial Advisors LLC | 5,705 | $334.5K | 0.15% | −1,581−21.7% | Reduced |
| Aberdeen Wealth Management LLC | 5,685 | $333.3K | 0.22% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 5,665 | $332.1K | 0.01% | −122−2.1% | Reduced |
| Charter Trust Co | 5,656 | $331.6K | 0.02% | +169+3.1% | Added |
| Roxbury Financial LLC | 5,656 | $331.6K | 0.32% | +5+0.1% | Added |
| Versant Capital Management, Inc | 5,653 | $331.5K | 0.05% | +589+11.6% | Added |
| Valmark Advisers, Inc. | 5,653 | $331.4K | 0.00% | +643+12.8% | Added |
| Austin Private Wealth, LLC | 5,646 | $331.1K | 0.03% | +326+6.1% | Added |
| Guardian Wealth Advisors, LLC | 5,605 | $330.1K | 0.02% | +350+6.7% | Added |
| Edgemoor Investment Advisors, Inc. | 5,626 | $329.9K | 0.03% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 5,616 | $329.3K | 0.08% | −36−0.6% | Reduced |
| Kornitzer Capital Management Inc | 5,610 | $328.9K | 0.01% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 5,604 | $328.6K | 0.05% | −270−4.6% | Reduced |
| Forbes Financial Planning, Inc. | 5,600 | $328.3K | 0.22% | +5,600 | New |