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
- 2,267
- +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
- 1,005 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 |
|---|---|---|---|---|---|
| Simmons Bank | 43,339 | $2.54M | 0.18% | +1,004+2.4% | Added |
| Trust Co of Vermont | 43,169 | $2.53M | 0.12% | +1,689+4.1% | Added |
| Ashton Thomas Private Wealth, LLC | 42,399 | $2.53M | 0.09% | +481+1.1% | Added |
| Coldstream Capital Management Inc | 42,943 | $2.52M | 0.04% | −85−0.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 42,919 | $2.52M | 0.46% | −5,906−12.1% | Reduced |
| Fortune Financial Advisors, LLC | 42,900 | $2.52M | 2.02% | +272+0.6% | Added |
| Independent Financial Group, LLC | 42,862 | $2.51M | 0.07% | +5,112+13.5% | Added |
| Segall Bryant & Hamill, LLC | 42,763 | $2.51M | 0.04% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 42,529 | $2.49M | 0.08% | +2,660+6.7% | Added |
| Associated Banc-Corp | 42,491 | $2.49M | 0.07% | +924+2.2% | Added |
| Disciplined Equity Management, Inc. | 42,395 | $2.49M | 1.46% | +3,400+8.7% | Added |
| Welch Group, LLC | 42,318 | $2.48M | 0.10% | +1,325+3.2% | Added |
| Deltec Asset Management LLC | 42,269 | $2.48M | 0.44% | −339−0.8% | Reduced |
| Waters Parkerson & Co., LLC | 42,135 | $2.47M | 0.12% | −1,572−3.6% | Reduced |
| Cherokee Insurance Co | 41,839 | $2.45M | 1.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 41,818 | $2.45M | 0.05% | −549−1.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 41,430 | $2.45M | 0.14% | +1,518+3.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 41,315 | $2.42M | 0.87% | +355+0.9% | Added |
| Paradigm Financial Partners, LLC | 41,305 | $2.42M | 0.26% | −1,828−4.2% | Reduced |
| Investment Management Corp of Ontario | 41,296 | $2.42M | 0.04% | −6,600−13.8% | Reduced |
| Private Trust Co NA | 41,113 | $2.41M | 0.23% | +337+0.8% | Added |
| Howard Capital Management Group, LLC | 40,944 | $2.40M | 0.17% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 40,726 | $2.39M | 0.12% | +20,821+104.6% | Added |
| Alley Investment Management Company, LLC | 39,966 | $2.34M | 0.28% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 39,899 | $2.34M | 0.23% | 00.0% | Unchanged |
| Ethic Inc. | 39,760 | $2.34M | 0.04% | +3,240+8.9% | Added |
| Wesbanco Bank Inc | 39,635 | $2.32M | 0.07% | +1,356+3.5% | Added |
| Essex Financial Services, Inc. | 39,591 | $2.32M | 0.15% | +1,247+3.3% | Added |
| Simplicity Wealth,LLC | 39,541 | $2.32M | 0.10% | −18,727−32.1% | Reduced |
| Stolper Co | 39,410 | $2.31M | 0.76% | +27+0.1% | Added |
| Mechanics Bank Trust Department | 39,192 | $2.30M | 0.33% | −15,113−27.8% | Reduced |
| Burford Brothers, Inc. | 39,154 | $2.30M | 1.05% | +2,468+6.7% | Added |
| Graham Capital Management, L.P. | 38,463 | $2.26M | 0.07% | +38,463 | New |
| Bahl & Gaynor Inc | 38,449 | $2.25M | 0.01% | −97−0.3% | Reduced |
| Ostrum Asset Management | 38,393 | $2.25M | 0.11% | +1,387+3.7% | Added |
| TCW Group Inc | 38,345 | $2.25M | 0.02% | +536+1.4% | Added |
| South State Corp. | 38,090 | $2.23M | 0.10% | +811+2.2% | Added |
| Koshinski Asset Management, Inc. | 38,085 | $2.23M | 0.17% | +2,405+6.7% | Added |
| Cary Street Partners Financial LLC | 37,641 | $2.21M | 0.06% | −2,418−6.0% | Reduced |
| MUFG Securities Americas Inc. | 37,332 | $2.19M | 0.19% | +7,332+24.4% | Added |
| Next Level Private LLC | 37,262 | $2.18M | 0.71% | +224+0.6% | Added |
| Evergreen Capital Management LLC | 36,350 | $2.17M | 0.07% | +464+1.3% | Added |
| North Star Asset Management Inc | 36,598 | $2.15M | 0.09% | +3,446+10.4% | Added |
| RKL Wealth Management LLC | 36,481 | $2.14M | 0.19% | −42−0.1% | Reduced |
| Bessemer Group Inc | 36,459 | $2.14M | 0.00% | +2,049+6.0% | Added |
| Prosperity Consulting Group, LLC | 36,431 | $2.14M | 0.16% | −3,456−8.7% | Reduced |
| Icon Wealth Advisors, LLC | 36,372 | $2.13M | 0.15% | −5,700−13.5% | Reduced |
| Brighton Jones LLC | 36,331 | $2.13M | 0.06% | +350+1.0% | Added |
| Northeast Financial Consultants Inc | 36,287 | $2.13M | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 36,255 | $2.13M | 0.04% | +2,395+7.1% | Added |
| Central Pacific Bank - Trust Division | 36,254 | $2.13M | 0.27% | +835+2.4% | Added |
| RFG Advisory, LLC | 36,142 | $2.12M | 0.05% | +3,054+9.2% | Added |
| Investors Asset Management of Georgia Inc | 36,095 | $2.12M | 0.98% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 35,956 | $2.11M | 2.36% | −811−2.2% | Reduced |
| Whitener Capital Management, Inc. | 35,943 | $2.11M | 0.56% | +441+1.2% | Added |
| Doliver Advisors, LP | 35,804 | $2.10M | 0.58% | −289−0.8% | Reduced |
| Sepio Capital, LP | 35,767 | $2.10M | 0.15% | −88−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 35,648 | $2.09M | 0.05% | −2,231−5.9% | Reduced |
| Plan Group Financial, LLC | 35,530 | $2.08M | 0.69% | +3,592+11.2% | Added |
| Bluefin Capital Management, LLC | 35,474 | $2.08M | 1.61% | +800+2.3% | Added |
| Optimist Retirement Group LLC | 35,399 | $2.08M | 0.99% | −3,658−9.4% | Reduced |
| Quantessence Capital LLC | 35,395 | $2.08M | 0.61% | −12,005−25.3% | Reduced |
| Quadrant Capital Group LLC | 35,161 | $2.06M | 0.07% | +9,094+34.9% | Added |
| Landscape Capital Management, L.L.C. | 34,878 | $2.04M | 0.16% | +16,873+93.7% | Added |
| Washington Trust Bank | 34,868 | $2.04M | 0.17% | +700+2.0% | Added |
| WSFS Capital Management, LLC | 34,867 | $2.04M | 0.11% | −2,304−6.2% | Reduced |
| Ellenbecker Investment Group | 34,780 | $2.04M | 0.33% | −691−1.9% | Reduced |
| Weinberger Asset Management, Inc | 34,505 | $2.02M | 0.78% | −153−0.4% | Reduced |
| WP Advisors, LLC | 34,470 | $2.02M | 0.56% | +721+2.1% | Added |
| one8zero8, LLC | 34,349 | $2.01M | 0.48% | +245+0.7% | Added |
| Redwood Investment Management, LLC | 34,149 | $2.00M | 0.21% | −2,018−5.6% | Reduced |
| Citizens Financial Group Inc | 33,948 | $1.99M | 0.03% | +6,604+24.2% | Added |
| Moloney Securities Asset Management, LLC | 33,882 | $1.99M | 0.25% | −26−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 33,737 | $1.98M | 0.10% | −9,170−21.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 33,704 | $1.98M | 0.03% | −16,575−33.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 33,496 | $1.96M | 0.05% | +1,465+4.6% | Added |
| Greenleaf Trust | 33,358 | $1.96M | 0.02% | −9,377−21.9% | Reduced |
| Berkshire Asset Management LLC | 33,181 | $1.95M | 0.09% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 33,086 | $1.94M | 0.07% | +692+2.1% | Added |
| Bogart Wealth, LLC | 33,040 | $1.94M | 0.08% | −144−0.4% | Reduced |
| Element Squared LLC | 33,034 | $1.94M | 1.21% | +33,034 | New |
| Shoker Investment Counsel, Inc. | 32,929 | $1.93M | 0.61% | +597+1.8% | Added |
| StoneX Group Inc. | 32,327 | $1.93M | 0.09% | −3,119−8.8% | Reduced |
| Salem Investment Counselors Inc | 32,113 | $1.92M | 0.06% | −52−0.2% | Reduced |
| Jefferies Financial Group Inc. | 32,656 | $1.91M | 0.03% | +32,656 | New |
| Kavar Capital Partners Group, LLC | 32,535 | $1.91M | 0.27% | +600+1.9% | Added |
| HF Advisory Group, LLC | 32,270 | $1.89M | 0.75% | +1,937+6.4% | Added |
| King Luther Capital Management Corp | 32,263 | $1.89M | 0.01% | +191+0.6% | Added |
| Poehling Capital Management, LLC | 32,139 | $1.88M | 0.44% | +1,387+4.5% | Added |
| Pure Financial Advisors, Inc. | 31,853 | $1.87M | 0.03% | −1,229−3.7% | Reduced |
| Green Square Capital Advisors LLC | 31,660 | $1.86M | 0.22% | −3,508−10.0% | Reduced |
| Wedbush Securities Inc | 31,585 | $1.85M | 0.06% | −3,572−10.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,527 | $1.85M | 0.02% | −4,955−13.6% | Reduced |
| Griffin Asset Management, Inc. | 31,497 | $1.85M | 0.22% | +1,012+3.3% | Added |
| Paradigm Capital Management, LLC | 31,478 | $1.85M | 1.82% | +500+1.6% | Added |
| Wetherby Asset Management Inc | 31,379 | $1.84M | 0.08% | +31,379 | New |
| Fifth Third Wealth Advisors LLC | 31,258 | $1.83M | 0.08% | +12,019+62.5% | Added |
| Ti-Trust, Inc | 31,205 | $1.83M | 1.23% | +18,230+140.5% | Added |
| Beverly Hills Private Wealth, LLC | 31,126 | $1.82M | 0.34% | −1,335−4.1% | Reduced |
| OmniStar Financial Group, Inc. | 31,112 | $1.82M | 1.37% | +1,909+6.5% | Added |