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 |
|---|---|---|---|---|---|
| Penobscot Investment Management Company, Inc. | 5,596 | $328.1K | 0.03% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 5,582 | $327.2K | 0.10% | +10.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,570 | $326.6K | 0.12% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 5,556 | $325.7K | 0.18% | +1,694+43.9% | Added |
| Country Club Bank | 5,540 | $325.5K | 0.02% | +800+16.9% | Added |
| Wealth Management Associates, Inc. | 5,540 | $324.8K | 0.13% | +1,709+44.6% | Added |
| MJP Associates Inc | 5,526 | $324.0K | 0.05% | +838+17.9% | Added |
| Gratus Wealth Advisors, LLC | 5,510 | $323.1K | 0.05% | 00.0% | Unchanged |
| West Bancorporation Inc | 5,499 | $322.4K | 0.20% | −780−12.4% | Reduced |
| Centerpoint Advisors, LLC | 5,500 | $322.0K | 0.11% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 5,474 | $320.9K | 0.15% | −121−2.2% | Reduced |
| QTR Family Wealth, LLC | 5,470 | $320.7K | 0.20% | +683+14.3% | Added |
| Hedeker Wealth, LLC | 5,457 | $320.0K | 0.07% | +92+1.7% | Added |
| Ervin Investment Management, LLC | 5,451 | $319.6K | 0.20% | −249−4.4% | Reduced |
| Whipplewood Advisors, LLC | 5,449 | $319.5K | 0.18% | −28−0.5% | Reduced |
| Letson Investment Management, Inc. | 5,440 | $318.9K | 0.13% | 00.0% | Unchanged |
| Great Waters Wealth Management | 5,437 | $318.8K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5,434 | $318.6K | 0.18% | −26−0.5% | Reduced |
| Greenline Partners, LLC | 5,417 | $317.6K | 0.04% | −52−1.0% | Reduced |
| Sage Private Wealth Group, LLC | 5,413 | $317.4K | 0.20% | −1,592−22.7% | Reduced |
| Birch Hill Investment Advisors LLC | 5,400 | $316.6K | 0.01% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 5,393 | $316.2K | 0.02% | −13−0.2% | Reduced |
| Dover Advisors, LLC | 5,377 | $315.3K | 0.14% | −7,947−59.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,377 | $315.3K | 0.03% | +194+3.7% | Added |
| Blue Rock Wealth Management LLC | 5,375 | $315.1K | 0.22% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 5,369 | $314.8K | 0.11% | +5,369 | New |
| Intergy Private Wealth, LLC | 5,359 | $314.2K | 0.11% | +883+19.7% | Added |
| William Allan, LLC | 5,340 | $313.1K | 0.18% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 5,246 | $312.9K | 0.03% | +938+21.8% | Added |
| Ewa, LLC | 5,335 | $312.8K | 0.10% | +501+10.4% | Added |
| Farmers National Bank | 5,314 | $311.6K | 0.08% | 00.0% | Unchanged |
| Banco Santander, S.A. | 5,227 | $306.5K | 0.00% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 5,136 | $306.4K | 0.08% | +42+0.8% | Added |
| Monticello Wealth Management, LLC | 5,220 | $306.1K | 0.02% | −81−1.5% | Reduced |
| Talon Private Wealth, LLC | 5,206 | $305.3K | 0.04% | +295+6.0% | Added |
| Raleigh Capital Management Inc. | 5,204 | $305.1K | 0.13% | −193−3.6% | Reduced |
| Sentry Investment Management LLC | 5,117 | $305.0K | 0.17% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 5,190 | $304.3K | 0.05% | −198−3.7% | Reduced |
| McIlrath & Eck, LLC | 5,190 | $304.3K | 0.03% | +2,416+87.1% | Added |
| Kensington Investment Counsel, LLC | 5,187 | $304.1K | 0.13% | +13+0.3% | Added |
| Mosaic Financial Group, LLC | 5,169 | $303.0K | 0.23% | 00.0% | Unchanged |
| Mairs & Power Inc | 5,156 | $302.3K | 0.00% | +102+2.0% | Added |
| Morris Retirement Advisors, LLC | 5,128 | $300.7K | 0.14% | +601+13.3% | Added |
| AMG National Trust Bank | 5,128 | $300.7K | 0.01% | +1,130+28.3% | Added |
| OMC Financial Services LTD | 5,126 | $300.5K | 0.12% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 5,119 | $300.1K | 0.02% | +71+1.4% | Added |
| Helium Advisors LLC | 5,112 | $299.7K | 0.19% | +88+1.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,110 | $299.6K | 0.07% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,094 | $298.7K | 0.01% | +1,044+25.8% | Added |
| Next Capital Management LLC | 5,076 | $297.6K | 0.11% | +500+10.9% | Added |
| Golden State Wealth Management, LLC | 5,075 | $297.6K | 0.04% | −597−10.5% | Reduced |
| Tarbox Family Office, Inc. | 5,067 | $297.1K | 0.04% | +11+0.2% | Added |
| Palacios Wealth Management, LLC | 5,060 | $296.7K | 0.24% | −625−11.0% | Reduced |
| Cypress Wealth Services, LLC | 5,047 | $295.9K | 0.05% | −1,723−25.5% | Reduced |
| Fiduciary Family Office, LLC | 5,045 | $295.8K | 0.10% | +940+22.9% | Added |
| Walleye Trading LLC | 5,045 | $295.8K | 0.01% | +5,045 | New |
| Vicus Capital | 5,042 | $295.6K | 0.02% | −104−2.0% | Reduced |
| Peachtree Investment Partners, LLC | 5,035 | $295.2K | 0.11% | +1,115+28.4% | Added |
| Keebeck Alpha, LP | 5,015 | $294.0K | 0.48% | −1,333−21.0% | Reduced |
| Keel Point, LLC | 5,005 | $293.4K | 0.02% | +1,236+32.8% | Added |
| Forthright Family Wealth Advisory LLC | 5,000 | $293.1K | 0.19% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 5,000 | $293.1K | 0.26% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 4,993 | $292.7K | 0.01% | −168,007−97.1% | Reduced |
| Greenhouse Wealth Management, LLC | 4,992 | $292.7K | 0.19% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 4,975 | $291.7K | 0.08% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,973 | $291.6K | 0.02% | +100+2.1% | Added |
| Toth Financial Advisory Corp | 4,969 | $291.3K | 0.03% | +10.0% | Added |
| Sonata Capital Group Inc | 4,964 | $291.0K | 0.12% | +100+2.1% | Added |
| Beaumont Financial Advisors, LLC | 4,959 | $290.7K | 0.02% | +37+0.8% | Added |
| Walkner Condon Financial Advisors LLC | 4,941 | $289.7K | 0.05% | +228+4.8% | Added |
| Florida Financial Advisors, LLC | 4,939 | $289.6K | 0.10% | +860+21.1% | Added |
| Fortitude Advisory Group L.L.C. | 4,921 | $288.5K | 0.16% | +29+0.6% | Added |
| Mechanics Financial Corp | 4,918 | $288.3K | 0.12% | +130+2.7% | Added |
| Emprise Bank | 4,915 | $288.2K | 0.14% | −929−15.9% | Reduced |
| BSW Wealth Partners | 4,911 | $287.9K | 0.04% | −42−0.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,827 | $287.9K | 0.03% | +1,047+27.7% | Added |
| Strait & Sound Wealth Management LLC | 4,909 | $287.8K | 0.12% | +870+21.5% | Added |
| Signet Financial Management, LLC | 4,901 | $287.3K | 0.04% | +115+2.4% | Added |
| Act Wealth Management, LLC | 4,900 | $287.3K | 0.12% | −908−15.6% | Reduced |
| Yacktman Asset Management LP | 4,900 | $287.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,900 | $287.3K | 0.08% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 4,900 | $287.3K | 0.39% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,891 | $287.0K | 0.00% | −1,533−23.9% | Reduced |
| Banque Cantonale Vaudoise | 4,890 | $287.0K | 0.01% | +65+1.3% | Added |
| NFP Retirement, Inc. | 4,890 | $286.7K | 0.02% | +94+2.0% | Added |
| Van Hulzen Asset Management, LLC | 4,887 | $286.5K | 0.02% | +433+9.7% | Added |
| Capital Investment Counsel, Inc | 4,884 | $286.3K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,884 | $286.3K | 0.02% | +41+0.8% | Added |
| Fortitude Family Office, LLC | 4,880 | $286.1K | 0.09% | −347−6.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,852 | $284.5K | 0.20% | −256−5.0% | Reduced |
| Trust Point Inc. | 4,846 | $284.1K | 0.03% | +360+8.0% | Added |
| Traphagen Investment Advisors LLC | 4,844 | $284.0K | 0.03% | −125−2.5% | Reduced |
| Beckerman Institutional, LLC | 4,841 | $284.0K | 0.19% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 4,840 | $283.8K | 0.07% | +5+0.1% | Added |
| FSA Advisors, Inc. | 4,838 | $283.7K | 0.23% | −282−5.5% | Reduced |
| United Bank | 4,829 | $283.1K | 0.11% | −7,165−59.7% | Reduced |
| McAdam, LLC | 4,824 | $282.8K | 0.02% | +1,129+30.6% | Added |
| Midwest Heritage Bank, FSB | 4,818 | $282.5K | 0.11% | −43−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 4,815 | $282.3K | 0.00% | −265−5.2% | Reduced |
| Atwood & Palmer Inc | 4,808 | $281.9K | 0.02% | 00.0% | Unchanged |