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; 2,575 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 144,362 | $8.46M | 0.25% | +47,093+48.4% | Added |
| Yousif Capital Management, LLC | 144,278 | $8.46M | 0.09% | −3,477−2.4% | Reduced |
| Rafferty Asset Management, LLC | 142,732 | $8.37M | 0.03% | +25,865+22.1% | Added |
| Janus Henderson Group PLC | 142,703 | $8.36M | 0.00% | +7,527+5.6% | Added |
| KBC Group NV | 141,614 | $8.30M | 0.02% | +9,672+7.3% | Added |
| ExodusPoint Capital Management, LP | 138,686 | $8.13M | 0.10% | −25,316−15.4% | Reduced |
| RSM US Wealth Management LLC | 136,044 | $8.11M | 0.11% | +1,363+1.0% | Added |
| Denali Advisors LLC | 137,962 | $8.09M | 0.84% | +14,723+11.9% | Added |
| Principal Street Partners, LLC | 137,632 | $8.07M | 0.79% | +11,460+9.1% | Added |
| Premier Fund Managers Ltd | 136,100 | $7.99M | 0.29% | −5,900−4.2% | Reduced |
| Windle Wealth, LLC | 135,958 | $7.97M | 3.90% | −2,035−1.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 135,641 | $7.95M | 0.22% | +2,926+2.2% | Added |
| MAI Capital Management | 135,380 | $7.94M | 0.06% | −1,061−0.8% | Reduced |
| Northern Oak Wealth Management Inc | 134,801 | $7.90M | 1.00% | −4,436−3.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 134,656 | $7.89M | 0.91% | −1,757−1.3% | Reduced |
| NEOS Investment Management LLC | 134,139 | $7.86M | 0.10% | +735+0.6% | Added |
| Keybank National Association | 133,756 | $7.84M | 0.03% | +5,149+4.0% | Added |
| Inlet Private Wealth, LLC | 132,512 | $7.77M | 1.91% | −100−0.1% | Reduced |
| Bard Financial Services, Inc. | 131,902 | $7.73M | 0.92% | −2,650−2.0% | Reduced |
| Merit Financial Group, LLC | 129,899 | $7.62M | 0.08% | +26,920+26.1% | Added |
| Jain Global LLC | 129,648 | $7.60M | 0.12% | +5,615+4.5% | Added |
| Newport Trust Co | 128,523 | $7.54M | 0.02% | −2,355−1.8% | Reduced |
| Public Sector Pension Investment Board | 127,296 | $7.46M | 0.03% | −102,924−44.7% | Reduced |
| Concurrent Investment Advisors, LLC | 127,106 | $7.45M | 0.14% | +12,894+11.3% | Added |
| Independent Advisor Alliance | 126,724 | $7.43M | 0.21% | −6,115−4.6% | Reduced |
| Natixis | 123,858 | $7.26M | 0.04% | +8,001+6.9% | Added |
| KWMG, LLC | 123,529 | $7.24M | 0.68% | −1,608−1.3% | Reduced |
| Synovus Financial Corp | 122,461 | $7.18M | 0.09% | −6,071−4.7% | Reduced |
| Kennon-Green & Company, LLC | 120,640 | $7.01M | 5.61% | −2,240−1.8% | Reduced |
| Stony Point Wealth Management Inc. | 118,796 | $6.97M | 2.96% | −1,170−1.0% | Reduced |
| Schwerin Boyle Capital Management Inc | 118,715 | $6.96M | 0.78% | −6,000−4.8% | Reduced |
| Atlantic Union Bankshares Corp | 117,808 | $6.91M | 0.16% | +15,801+15.5% | Added |
| Avantax Planning Partners, Inc. | 117,757 | $6.90M | 0.22% | +7,409+6.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 117,756 | $6.90M | 2.25% | +407+0.3% | Added |
| Symphony Financial, Ltd. Co. | 114,832 | $6.90M | 0.90% | +87,659+322.6% | Added |
| Two Sigma Advisers, LP | 117,100 | $6.87M | 0.01% | −6,500−5.3% | Reduced |
| Archford Capital Strategies, LLC | 116,956 | $6.86M | 0.88% | +38,655+49.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 116,638 | $6.84M | 0.17% | +116,638 | New |
| CX Institutional | 116,568 | $6.83M | 0.24% | −5,360−4.4% | Reduced |
| Mizuho Securities USA LLC | 116,408 | $6.83M | 0.15% | +116,408 | New |
| Brown Brothers Harriman & Co | 116,095 | $6.81M | 0.04% | −2,126−1.8% | Reduced |
| Mutual Advisors, LLC | 112,196 | $6.71M | 0.17% | +4,638+4.3% | Added |
| Gateway Investment Advisers LLC | 112,456 | $6.59M | 0.07% | −15,185−11.9% | Reduced |
| Shilanski & Associates, Inc. | 110,032 | $6.56M | 1.88% | −470−0.4% | Reduced |
| Commonwealth Retirement Investments LLC | 110,937 | $6.50M | 2.47% | −8,845−7.4% | Reduced |
| Hutner Capital Management Inc | 110,894 | $6.50M | 2.96% | +4,161+3.9% | Added |
| Central Trust Co | 110,168 | $6.46M | 0.15% | −1,694−1.5% | Reduced |
| Keystone Financial Planning, Inc. | 109,694 | $6.43M | 1.94% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 108,799 | $6.38M | 0.16% | +108,799 | New |
| Kentucky Retirement Systems | 108,700 | $6.37M | 0.19% | −7,123−6.1% | Reduced |
| BBR Partners, LLC | 107,764 | $6.32M | 0.39% | −270.0% | Reduced |
| Eagle Global Advisors LLC | 107,556 | $6.31M | 0.26% | +100+0.1% | Added |
| Norden Group LLC | 107,519 | $6.30M | 0.68% | +82,499+329.7% | Added |
| RMB Capital Management, LLC | 104,679 | $6.24M | 0.12% | +16,556+18.8% | Added |
| Kovitz Investment Group Partners, LLC | 105,660 | $6.24M | 0.03% | +2,747+2.7% | Added |
| Atria Investments LLC | 105,211 | $6.17M | 0.07% | +6,588+6.7% | Added |
| Venture Visionary Partners LLC | 103,897 | $6.09M | 0.23% | −7,251−6.5% | Reduced |
| Octavia Wealth Advisors, LLC | 101,997 | $6.08M | 0.69% | −12,879−11.2% | Reduced |
| Brookstone Capital Management | 103,438 | $6.06M | 0.08% | −11,070−9.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 103,339 | $6.06M | 0.67% | +69,095+201.8% | Added |
| Equitable Holdings, Inc. | 103,227 | $6.05M | 0.05% | +1,531+1.5% | Added |
| Ar Asset Management Inc | 103,051 | $6.04M | 1.34% | 00.0% | Unchanged |
| Algert Global LLC | 102,548 | $6.01M | 0.13% | −10,300−9.1% | Reduced |
| Hartford Investment Management Co | 101,880 | $5.97M | 0.19% | −1,644−1.6% | Reduced |
| Ellsworth Advisors, LLC | 101,476 | $5.95M | 1.45% | +82,013+421.4% | Added |
| Salomon & Ludwin, LLC | 100,481 | $5.95M | 0.59% | −320−0.3% | Reduced |
| Level Four Advisory Services, LLC | 100,933 | $5.92M | 0.22% | +4,720+4.9% | Added |
| Financial Security Advisor, Inc. | 99,189 | $5.92M | 1.36% | +536+0.5% | Added |
| Sowell Financial Services LLC | 100,324 | $5.88M | 0.24% | +384+0.4% | Added |
| XTX Topco Ltd | 99,795 | $5.85M | 0.24% | +31,603+46.3% | Added |
| Clear Street Markets LLC | 99,733 | $5.85M | 2.09% | −61,167−38.0% | Reduced |
| HB Wealth Management, LLC | 98,825 | $5.79M | 0.05% | −6,622−6.3% | Reduced |
| AlTi Global, Inc. | 99,141 | $5.78M | 0.14% | −4,724−4.5% | Reduced |
| Altrius Capital Management Inc | 98,419 | $5.77M | 1.35% | −1,301−1.3% | Reduced |
| AXA S.A. | 98,114 | $5.75M | 0.02% | +98,114 | New |
| Rbo & Co LLC | 97,748 | $5.73M | 0.92% | −1,725−1.7% | Reduced |
| Integrated Wealth Concepts LLC | 97,479 | $5.72M | 0.06% | +4,116+4.4% | Added |
| Fisher Asset Management, LLC | 97,389 | $5.71M | 0.00% | +23,331+31.5% | Added |
| Scotia Capital Inc. | 97,210 | $5.70M | 0.03% | +19,893+25.7% | Added |
| Norinchukin Bank, The | 96,944 | $5.68M | 0.08% | +5,758+6.3% | Added |
| Farther Finance Advisors, LLC | 95,833 | $5.62M | 0.11% | +47,500+98.3% | Added |
| Summit Trail Advisors, LLC | 93,515 | $5.58M | 0.10% | +6,129+7.0% | Added |
| Cedar Wealth Management, LLC | 94,920 | $5.57M | 1.88% | −4,522−4.5% | Reduced |
| Financial Advisors Network, Inc. | 94,841 | $5.56M | 0.84% | +5,655+6.3% | Added |
| Whittier Trust Co | 94,703 | $5.55M | 0.07% | +90.0% | Added |
| Rathbone Brothers plc | 93,906 | $5.51M | 0.02% | −3,751−3.8% | Reduced |
| Prospera Financial Services Inc | 93,757 | $5.50M | 0.10% | +10,812+13.0% | Added |
| Financial Sense Advisors, Inc. | 92,900 | $5.45M | 1.32% | −30,282−24.6% | Reduced |
| Massmutual Trust Co FSB | 92,336 | $5.41M | 0.14% | −1,424−1.5% | Reduced |
| Vise Technologies, Inc. | 91,907 | $5.39M | 0.22% | +91,907 | New |
| Baugh & Associates, LLC | 98,714 | $5.34M | 2.78% | −4,375−4.2% | Reduced |
| Howard Capital Management Inc. | 89,494 | $5.34M | 0.08% | +2,517+2.9% | Added |
| Meyer Handelman Co | 90,225 | $5.29M | 0.17% | +693+0.8% | Added |
| Edmp, Inc. | 90,172 | $5.29M | 4.50% | −1,798−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 89,964 | $5.27M | 0.02% | +70.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 89,652 | $5.26M | 0.02% | +65,226+267.0% | Added |
| Grassi Investment Management | 89,286 | $5.24M | 0.42% | −3,500−3.8% | Reduced |
| Atria Wealth Solutions, Inc. | 87,758 | $5.21M | 0.12% | −73,979−45.7% | Reduced |
| Louisiana State Employees Retirement System | 88,900 | $5.21M | 0.09% | −2,200−2.4% | Reduced |
| Fred Alger Management, LLC | 87,267 | $5.21M | 0.02% | 00.0% | Unchanged |