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 |
|---|---|---|---|---|---|
| Belmont Capital, LLC | 4,800 | $281.4K | 0.04% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 4,741 | $280.5K | 0.03% | −396−7.7% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,641 | $279.6K | 0.11% | +20+0.4% | Added |
| Broderick Brian C | 4,766 | $279.4K | 0.06% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 4,765 | $279.4K | 0.13% | +487+11.4% | Added |
| Byrne Asset Management LLC | 4,765 | $279.4K | 0.19% | – | – |
| TT Capital Management LLC | 4,760 | $279.2K | 0.23% | −197−4.0% | Reduced |
| Arvest Bank Trust Division | 4,753 | $278.7K | 0.02% | +229+5.1% | Added |
| Mosaic Family Wealth Partners, LLC | 4,737 | $277.7K | 0.04% | −1,326−21.9% | Reduced |
| TFG Advisers LLC | 4,736 | $277.7K | 0.10% | +20+0.4% | Added |
| Forza Wealth Management, LLC | 4,734 | $277.6K | 0.11% | +496+11.7% | Added |
| Novem Group | 4,726 | $277.1K | 0.04% | +132+2.9% | Added |
| Finward Bancorp | 4,718 | $276.6K | 0.22% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 4,714 | $276.4K | 0.16% | −242−4.9% | Reduced |
| Wheelhouse Advisory Group LLC | 4,709 | $276.1K | 0.14% | −248−5.0% | Reduced |
| Vantage Financial Partners, LLC | 4,701 | $275.6K | 0.06% | +202+4.5% | Added |
| Frisch Financial Group, Inc. | 4,616 | $275.0K | 0.07% | −191−4.0% | Reduced |
| Northwest Wealth Management, LLC | 4,685 | $274.7K | 0.05% | +18+0.4% | Added |
| Ameriflex Group, Inc. | 4,669 | $274.5K | 0.14% | −4,316−48.0% | Reduced |
| Sovereign Financial Group, Inc. | 4,671 | $273.9K | 0.06% | −381−7.5% | Reduced |
| Sharp Financial Services, LLC | 4,668 | $273.7K | 0.18% | +4,668 | New |
| Longboard Asset Management, LP | 4,667 | $273.6K | 0.68% | 00.0% | Unchanged |
| JB Capital LLC | 4,663 | $273.4K | 0.01% | −48−1.0% | Reduced |
| Adams Wealth Management | 4,663 | $273.4K | 0.05% | +4,663 | New |
| CacheTech Inc. | 4,663 | $273.4K | 0.05% | +4,663 | New |
| Secured Retirement Advisors, LLC | 4,653 | $272.8K | 0.16% | +616+15.3% | Added |
| J. L. Bainbridge & Co., Inc. | 4,651 | $272.7K | 0.03% | +18+0.4% | Added |
| NTV Asset Management LLC | 4,649 | $272.6K | 0.03% | +104+2.3% | Added |
| Clear Harbor Asset Management, LLC | 4,640 | $272.0K | 0.02% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,638 | $271.9K | 0.04% | +4,638 | New |
| Diversified Enterprises, LLC | 4,624 | $271.1K | 0.02% | +136+3.0% | Added |
| Meritage Portfolio Management | 4,622 | $271.0K | 0.02% | −3,268−41.4% | Reduced |
| Howard Bailey Securities, LLC | 4,616 | $270.6K | 0.08% | −3,162−40.7% | Reduced |
| Convergence Financial, LLC | 4,611 | $270.4K | 0.05% | +4,611 | New |
| Prostatis Group LLC | 4,603 | $269.9K | 0.08% | −1,387−23.2% | Reduced |
| Elios Financial Group Inc. | 4,601 | $269.7K | 0.12% | +12+0.3% | Added |
| RK Capital Management, LLC | 4,600 | $269.7K | 0.33% | −31,600−87.3% | Reduced |
| Coastline Trust Co | 4,600 | $269.7K | 0.03% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 4,600 | $269.7K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,594 | $269.3K | 0.05% | −2,676−36.8% | Reduced |
| Richardson Financial Services Inc. | 4,625 | $268.9K | 0.18% | −75−1.6% | Reduced |
| Chilton Capital Management LLC | 4,581 | $268.6K | 0.01% | −522−10.2% | Reduced |
| Nicholson Meyer Capital Management, Inc. | 4,574 | $268.2K | 0.23% | +20.0% | Added |
| Abacus Planning Group, Inc. | 4,568 | $267.8K | 0.04% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,565 | $267.7K | 0.12% | +33+0.7% | Added |
| LJI Wealth Management, LLC | 4,561 | $267.4K | 0.05% | −200−4.2% | Reduced |
| Alpine Bank Wealth Management | 4,556 | $267.1K | 0.04% | −800−14.9% | Reduced |
| Vista Investment Partners II, LLC | 4,553 | $266.9K | 0.13% | +251+5.8% | Added |
| Elmwood Wealth Management, Inc. | 4,550 | $266.8K | 0.11% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,549 | $266.7K | 0.07% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4,546 | $266.5K | 0.09% | +4,546 | New |
| Berkshire Bank | 4,546 | $266.5K | 0.06% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,541 | $266.3K | 0.02% | −413−8.3% | Reduced |
| Atlas Wealth Partners, LLC | 4,499 | $266.0K | 0.31% | −269−5.6% | Reduced |
| First United Bank Trust | 4,536 | $265.9K | 0.09% | −500−9.9% | Reduced |
| Y.D. More Investments Ltd | 4,516 | $265.3K | 0.02% | +899+24.9% | Added |
| Trustco Bank Corp N Y | 4,523 | $265.2K | 0.26% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 4,523 | $265.2K | 0.21% | −4,131−47.7% | Reduced |
| Optas, LLC | 4,516 | $264.8K | 0.05% | +825+22.4% | Added |
| Rockland Trust Co | 4,515 | $264.7K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 4,505 | $264.1K | 0.12% | +119+2.7% | Added |
| Orca Wealth Management, LLC | 4,497 | $263.6K | 0.22% | +74+1.7% | Added |
| Calton & Associates, Inc. | 4,495 | $263.6K | 0.05% | −2,037−31.2% | Reduced |
| MBB Public Markets I LLC | 4,492 | $263.4K | 0.03% | −1,001−18.2% | Reduced |
| Balboa Wealth Partners | 4,488 | $263.1K | 0.05% | +229+5.4% | Added |
| DF Dent & Co Inc | 4,486 | $263.0K | 0.00% | +4,486 | New |
| Onefund, LLC | 4,484 | $263.0K | 0.19% | −36−0.8% | Reduced |
| Souders Financial Advisors | 4,477 | $262.5K | 0.03% | −3,044−40.5% | Reduced |
| EntryPoint Capital, LLC | 4,468 | $262.0K | 0.13% | +4,468 | New |
| Alexander Labrunerie & Co., Inc. | 4,466 | $261.9K | 0.11% | +20+0.4% | Added |
| Nicolet Bankshares Inc | 4,466 | $261.8K | 0.05% | +92+2.1% | Added |
| ERn Financial, LLC | 4,456 | $261.3K | 0.06% | −2,570−36.6% | Reduced |
| Dearborn Partners LLC | 4,455 | $261.2K | 0.01% | −40−0.9% | Reduced |
| SevenBridge Financial Group, LLC | 3,950 | $260.7K | 0.05% | −1,807−31.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,445 | $260.6K | 0.03% | +4,445 | New |
| Paces Ferry Wealth Advisors, LLC | 4,429 | $259.7K | 0.12% | +21+0.5% | Added |
| Maxele Advisors, LLC | 4,427 | $259.6K | 0.23% | −75−1.7% | Reduced |
| Wealthquest Corp | 4,416 | $258.9K | 0.02% | +597+15.6% | Added |
| Allie Family Office LLC | 4,415 | $258.9K | 0.13% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 4,409 | $258.5K | 0.16% | +124+2.9% | Added |
| Insight Advisors, LLC | 4,405 | $258.3K | 0.04% | +9+0.2% | Added |
| Rockline Wealth Management, LLC | 4,403 | $258.1K | 0.06% | 00.0% | Unchanged |
| Baxter Bros Inc | 4,400 | $258.0K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 4,399 | $257.9K | 0.02% | −508−10.4% | Reduced |
| Alteri Wealth LLC | 4,398 | $257.9K | 0.10% | +28+0.6% | Added |
| American Capital Advisory, LLC | 4,398 | $257.9K | 0.13% | +22+0.5% | Added |
| Jeppson Wealth Management, LLC | 4,385 | $257.1K | 0.09% | −200−4.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,383 | $257.0K | 0.08% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 4,379 | $256.7K | 0.06% | −273−5.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,361 | $255.7K | 0.05% | +468+12.0% | Added |
| E Fund Management Co., Ltd. | 4,350 | $255.0K | 0.01% | −8−0.2% | Reduced |
| Detalus Advisors, LLC | 4,348 | $254.9K | 0.07% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 4,342 | $254.6K | 0.12% | +4,342 | New |
| LongView Wealth Management | 4,334 | $254.1K | 0.08% | −200−4.4% | Reduced |
| Northeast Investment Management | 4,330 | $253.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4,255 | $253.8K | 0.05% | +3,881+1,037.7% | Added |
| Mill Creek Capital Advisors, LLC | 4,308 | $252.6K | 0.01% | −2,914−40.3% | Reduced |
| Litman Gregory Asset Management LLC | 4,307 | $252.5K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,301 | $252.2K | 0.03% | −424−9.0% | Reduced |
| CTC Alternative Strategies, Ltd. | 4,300 | $252.1K | 0.22% | −6,300−59.4% | Reduced |