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 |
|---|---|---|---|---|---|
| Lynch & Associates | 31,018 | $1.82M | 0.37% | +871+2.9% | Added |
| Brandywine Trust Co | 30,814 | $1.81M | 0.28% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 30,748 | $1.80M | 0.44% | +3,476+12.7% | Added |
| CMG Global Holdings, LLC | 30,690 | $1.80M | 0.95% | −194−0.6% | Reduced |
| Focused Wealth Management, Inc | 30,694 | $1.80M | 0.22% | −274−0.9% | Reduced |
| Botty Investors LLC | 30,117 | $1.80M | 0.53% | 00.0% | Unchanged |
| Cullinan Associates Inc | 30,527 | $1.79M | 0.12% | −900−2.9% | Reduced |
| Bradley Foster & Sargent Inc | 30,387 | $1.78M | 0.03% | +990+3.4% | Added |
| Harbor Capital Advisors, Inc. | 30,353 | $1.78M | 0.07% | +159+0.5% | Added |
| Marino, Stram & Associates LLC | 30,094 | $1.76M | 0.36% | +172+0.6% | Added |
| Moneta Group Investment Advisors LLC | 29,623 | $1.74M | 0.02% | +2,622+9.7% | Added |
| Mid-American Wealth Advisory Group, Inc. | 29,585 | $1.73M | 0.83% | −5,325−15.3% | Reduced |
| RoundAngle Advisors LLC | 29,482 | $1.73M | 1.44% | +831+2.9% | Added |
| CSS LLC | 29,410 | $1.72M | 0.11% | +1,990+7.3% | Added |
| Daymark Wealth Partners, LLC | 29,384 | $1.72M | 0.07% | +545+1.9% | Added |
| Western Wealth Management, LLC | 29,323 | $1.72M | 0.10% | −142−0.5% | Reduced |
| Callan Family Office, LLC | 29,260 | $1.72M | 0.05% | +19,755+207.8% | Added |
| Central Valley Advisors, LLC | 29,259 | $1.72M | 0.58% | +29,259 | New |
| Exencial Wealth Advisors, LLC | 29,213 | $1.71M | 0.06% | −3,037−9.4% | Reduced |
| Fox Run Management, L.L.C. | 29,116 | $1.71M | 0.28% | +29,116 | New |
| Silverlake Wealth Management LLC | 29,096 | $1.71M | 0.50% | +935+3.3% | Added |
| Stratos Wealth Advisors, LLC | 28,980 | $1.70M | 0.09% | +51+0.2% | Added |
| GoalVest Advisory LLC | 28,734 | $1.68M | 0.42% | +815+2.9% | Added |
| Groupama Asset Managment | 28,662 | $1.68M | 0.03% | +4,551+18.9% | Added |
| Focus Financial Network, Inc. | 28,660 | $1.68M | 0.07% | +2,184+8.2% | Added |
| Affinity Investment Advisors, LLC | 28,076 | $1.65M | 1.25% | −3,728−11.7% | Reduced |
| National Asset Management, Inc. | 28,071 | $1.65M | 0.08% | −36,756−56.7% | Reduced |
| F/M Investments LLC | 28,025 | $1.64M | 0.06% | +1,509+5.7% | Added |
| Canada Post Corp Registered Pension Plan | 27,918 | $1.64M | 0.10% | +27,918 | New |
| Cornercap Investment Counsel Inc | 27,685 | $1.62M | 0.85% | −616−2.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 27,643 | $1.62M | 0.03% | −1,125−3.9% | Reduced |
| Caldwell Trust Co | 27,520 | $1.61M | 0.16% | −458−1.6% | Reduced |
| Applied Capital LLC | 27,493 | $1.61M | 1.20% | −460−1.6% | Reduced |
| Legacy Private Trust Co. | 27,450 | $1.61M | 0.10% | +8,663+46.1% | Added |
| Chicago Trust Co NA | 27,419 | $1.61M | 0.23% | +16,260+145.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,317 | $1.60M | 0.02% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 27,310 | $1.60M | 0.41% | −7,128−20.7% | Reduced |
| Aviance Capital Partners, LLC | 27,308 | $1.60M | 0.21% | +118+0.4% | Added |
| Inceptionr LLC | 27,297 | $1.60M | 0.37% | +22,692+492.8% | Added |
| X-Square Capital, LLC | 27,277 | $1.60M | 0.58% | +6,822+33.4% | Added |
| Cascade Investment Group, Inc. | 27,205 | $1.60M | 1.11% | +1,271+4.9% | Added |
| First City Capital Management, Inc. | 27,138 | $1.59M | 0.92% | −34−0.1% | Reduced |
| Delta Capital Management LLC | 27,130 | $1.59M | 0.89% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 27,066 | $1.59M | 0.28% | −55−0.2% | Reduced |
| Keudell/Morrison Wealth Management | 27,014 | $1.58M | 0.35% | −1,525−5.3% | Reduced |
| Means Investment Co., Inc. | 26,958 | $1.58M | 0.15% | −195−0.7% | Reduced |
| Taylor Hoffman Capital Management LLC | 26,944 | $1.58M | 0.54% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 26,807 | $1.57M | 0.17% | +3,054+12.9% | Added |
| Left Brain Wealth Management, LLC | 26,805 | $1.57M | 0.55% | +266+1.0% | Added |
| Brady Martz Wealth Solutions, LLC | 26,548 | $1.56M | 0.30% | +139+0.5% | Added |
| Jacobi Capital Management LLC | 26,430 | $1.55M | 0.10% | +95+0.4% | Added |
| Rossmore Private Capital | 26,310 | $1.54M | 0.18% | +240+0.9% | Added |
| Madden Securities Corp | 26,234 | $1.54M | 0.52% | −1,050−3.8% | Reduced |
| Radnor Capital Management, LLC | 26,196 | $1.54M | 0.25% | 00.0% | Unchanged |
| Sharpepoint LLC | 26,194 | $1.54M | 1.58% | +1,123+4.5% | Added |
| Vista Investment Partners LLC | 26,063 | $1.53M | 0.44% | 00.0% | Unchanged |
| United Advisor Group, LLC | 26,039 | $1.53M | 0.26% | +533+2.1% | Added |
| HBK Sorce Advisory LLC | 26,002 | $1.52M | 0.04% | −637−2.4% | Reduced |
| J. Goldman & Co LP | 25,876 | $1.52M | 0.05% | +25,876 | New |
| Rothschild Investment LLC | 25,723 | $1.51M | 0.09% | +2,761+12.0% | Added |
| Ignite Planners, LLC | 25,740 | $1.49M | 0.26% | −452−1.7% | Reduced |
| Castlekeep Investment Advisors LLC | 25,435 | $1.49M | 0.73% | −7,201−22.1% | Reduced |
| Bulltick Wealth Management, LLC | 25,000 | $1.49M | 0.37% | −5,000−16.7% | Reduced |
| Keynote Financial Services LLC | 25,427 | $1.49M | 1.00% | −300−1.2% | Reduced |
| International Assets Investment Management, LLC | 76,642 | $1.49M | 0.12% | −27,872−26.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 25,377 | $1.49M | 0.28% | +1,645+6.9% | Added |
| Kovack Advisors, Inc. | 25,320 | $1.48M | 0.15% | +1,433+6.0% | Added |
| Wolverine Trading, LLC | 25,251 | $1.48M | 0.04% | +25,251 | New |
| Two Sigma Securities, LLC | 25,187 | $1.48M | 0.18% | +25,187 | New |
| Kingswood Wealth Advisors, LLC | 25,160 | $1.48M | 0.12% | +6,148+32.3% | Added |
| Clear Creek Financial Management, LLC | 25,106 | $1.47M | 0.14% | −69−0.3% | Reduced |
| ORG Partners LLC | 25,251 | $1.47M | 0.31% | +6,811+36.9% | Added |
| Aprio Wealth Management, LLC | 24,986 | $1.46M | 0.17% | +2,837+12.8% | Added |
| Wedgewood Investors Inc | 24,930 | $1.46M | 1.68% | −330−1.3% | Reduced |
| Farringdon Capital, Ltd. | 24,703 | $1.45M | 0.49% | +24,703 | New |
| Crawford Investment Counsel Inc | 24,652 | $1.45M | 0.03% | +31+0.1% | Added |
| Moody National Bank Trust Division | 24,607 | $1.44M | 0.13% | +133+0.5% | Added |
| Donoghue Forlines LLC | 24,593 | $1.44M | 0.41% | −579−2.3% | Reduced |
| Voleon Capital Management LP | 24,400 | $1.43M | 0.08% | +24,400 | New |
| Semmax Financial Advisors Inc. | 22,254 | $1.43M | 0.37% | +273+1.2% | Added |
| Redhawk Wealth Advisors, Inc. | 24,323 | $1.43M | 0.18% | +120+0.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 24,314 | $1.42M | 0.00% | +330+1.4% | Added |
| Balyasny Asset Management LLC | 24,272 | $1.42M | 0.00% | −882,517−97.3% | Reduced |
| Certified Advisory Corp | 24,194 | $1.42M | 0.15% | +257+1.1% | Added |
| Smartleaf Asset Management LLC | 24,108 | $1.42M | 0.12% | +932+4.0% | Added |
| VeraBank, N.A. | 24,056 | $1.41M | 0.28% | +583+2.5% | Added |
| Traynor Capital Management, Inc. | 24,192 | $1.41M | 0.10% | +544+2.3% | Added |
| Alpha Cubed Investments, LLC | 23,936 | $1.40M | 0.05% | −2,201−8.4% | Reduced |
| Fluent Financial, LLC | 23,917 | $1.40M | 0.58% | +23,917 | New |
| Rehmann Capital Advisory Group | 23,814 | $1.40M | 0.08% | +990+4.3% | Added |
| LMCG Investments, LLC | 23,644 | $1.39M | 0.09% | +1,397+6.3% | Added |
| Key Client Fiduciary Advisors, LLC | 23,533 | $1.38M | 0.57% | +759+3.3% | Added |
| Heritage Investors Management Corp | 23,445 | $1.38M | 0.04% | −5,690−19.5% | Reduced |
| Lee Danner & Bass Inc | 23,452 | $1.37M | 0.11% | +37+0.2% | Added |
| Logan Capital Management Inc | 23,424 | $1.37M | 0.06% | −1,795−7.1% | Reduced |
| Viewpoint Capital Management LLC | 23,358 | $1.37M | 0.67% | −1,381−5.6% | Reduced |
| WealthCare Investment Partners, LLC | 22,901 | $1.37M | 0.49% | +2,165+10.4% | Added |
| CBOE Vest Financial, LLC | 23,248 | $1.36M | 0.02% | +6,552+39.2% | Added |
| DGS Capital Management, LLC | 23,220 | $1.36M | 0.28% | +2,904+14.3% | Added |
| Wealth Alliance Advisory Group, LLC | 23,188 | $1.36M | 0.26% | −635−2.7% | Reduced |