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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 23,090 | $1.35M | 0.06% | −308−1.3% | Reduced |
| American Century Companies Inc | 22,945 | $1.35M | 0.00% | −3,465−13.1% | Reduced |
| Marco Investment Management LLC | 22,848 | $1.34M | 0.11% | +4,630+25.4% | Added |
| Beacon Financial Advisory LLC | 22,806 | $1.34M | 0.35% | +2,034+9.8% | Added |
| Leavell Investment Management, Inc. | 22,370 | $1.33M | 0.06% | +147+0.7% | Added |
| Virtu Financial LLC | 22,627 | $1.33M | 0.07% | +22,627 | New |
| Catalyst Funds Management Pty Ltd | 22,600 | $1.33M | 0.37% | +10,240+82.8% | Added |
| Peak Retirement Planning, Inc. | 22,584 | $1.32M | 0.53% | +4,569+25.4% | Added |
| First Horizon Advisors, Inc. | 22,499 | $1.32M | 0.03% | −644−2.8% | Reduced |
| Fiduciary Trust Co | 22,414 | $1.31M | 0.02% | +96+0.4% | Added |
| Picton Mahoney Asset Management | 22,366 | $1.31M | 0.02% | +22,345+106,404.8% | Added |
| Leisure Capital Management | 22,352 | $1.31M | 0.49% | +145+0.7% | Added |
| Exeter Financial, LLC | 22,246 | $1.30M | 0.58% | +255+1.2% | Added |
| One Capital Management, LLC | 22,240 | $1.30M | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 22,185 | $1.30M | 0.12% | +1,982+9.8% | Added |
| Retirement Guys Formula LLC | 22,218 | $1.30M | 0.49% | +313+1.4% | Added |
| Stegent Equity Advisors, Inc. | 22,112 | $1.30M | 1.15% | +13,948+170.8% | Added |
| Narwhal Capital Management | 22,045 | $1.29M | 0.10% | −4,000−15.4% | Reduced |
| Welch & Forbes LLC | 21,984 | $1.29M | 0.02% | +2,057+10.3% | Added |
| Burke & Herbert Bank & Trust Co | 21,968 | $1.29M | 0.29% | 00.0% | Unchanged |
| Forum Financial Management, LP | 21,946 | $1.29M | 0.02% | +1,139+5.5% | Added |
| FRG Family Wealth Advisors LLC | 21,867 | $1.28M | 0.22% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 21,828 | $1.28M | 0.11% | −2,843−11.5% | Reduced |
| Arete Wealth Advisors, LLC | 21,808 | $1.28M | 0.09% | +385+1.8% | Added |
| Everett Harris & Co | 21,726 | $1.27M | 0.02% | +4,425+25.6% | Added |
| Crestwood Advisors Group LLC | 21,705 | $1.27M | 0.02% | +78+0.4% | Added |
| Sargent Investment Group, LLC | 20,139 | $1.27M | 0.17% | +6,042+42.9% | Added |
| AdvisorNet Financial, Inc | 21,605 | $1.27M | 0.08% | +742+3.6% | Added |
| Qtron Investments LLC | 21,601 | $1.27M | 0.16% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 21,421 | $1.26M | 0.67% | +358+1.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 21,357 | $1.25M | 0.14% | −6,415−23.1% | Reduced |
| Valicenti Advisory Services Inc | 21,333 | $1.25M | 0.29% | −600−2.7% | Reduced |
| Modern Wealth Management, LLC | 21,300 | $1.25M | 0.03% | +3,839+22.0% | Added |
| HCR Wealth Advisors | 21,277 | $1.25M | 0.15% | +23+0.1% | Added |
| Walleye Capital LLC | 21,245 | $1.25M | 0.01% | +21,245 | New |
| Chelsea Counsel Co | 20,842 | $1.24M | 0.62% | +70.0% | Added |
| Hexagon Capital Partners LLC | 21,166 | $1.24M | 0.28% | +747+3.7% | Added |
| Quilter Plc | 21,118 | $1.24M | 0.02% | 00.0% | Unchanged |
| FCG Investment Co | 21,091 | $1.24M | 0.65% | +21,091 | New |
| First Foundation Advisors | 21,043 | $1.23M | 0.05% | −397−1.9% | Reduced |
| Dodge & Cox | 21,000 | $1.23M | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 20,941 | $1.23M | 0.13% | −20,689−49.7% | Reduced |
| ICW Investment Advisors LLC | 20,931 | $1.23M | 0.48% | −226−1.1% | Reduced |
| Aurdan Capital Management, LLC | 20,906 | $1.23M | 0.42% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.22M | 0.29% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 20,815 | $1.22M | 0.50% | +69+0.3% | Added |
| Onyx Bridge Wealth Group LLC | 20,742 | $1.22M | 0.16% | −121−0.6% | Reduced |
| KLCM Advisors, Inc. | 20,675 | $1.21M | 0.13% | −1,103−5.1% | Reduced |
| Modera Wealth Management, LLC | 20,667 | $1.21M | 0.02% | −2,665−11.4% | Reduced |
| Private Wealth Asset Management, LLC | 20,371 | $1.19M | 0.16% | −494−2.4% | Reduced |
| Ballentine Partners, LLC | 20,327 | $1.19M | 0.02% | +812+4.2% | Added |
| Sonora Investment Management Group, LLC | 20,305 | $1.19M | 0.09% | +938+4.8% | Added |
| Profund Advisors LLC | 20,199 | $1.18M | 0.04% | −3,332−14.2% | Reduced |
| Charter Research & Investment Group, Inc. | 20,192 | $1.18M | 0.88% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 19,921 | $1.17M | 0.09% | −17,976−47.4% | Reduced |
| Burney Co | 19,912 | $1.17M | 0.04% | +12,006+151.9% | Added |
| First Nebraska Trust Co | 19,911 | $1.17M | 0.11% | −100−0.5% | Reduced |
| Morningstar Investment Management LLC | 19,897 | $1.17M | 0.10% | −1,413−6.6% | Reduced |
| Park National Corp | 19,883 | $1.17M | 0.04% | −377−1.9% | Reduced |
| Cornerstone Select Advisors, LLC | 19,857 | $1.16M | 1.02% | −902−4.3% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 19,832 | $1.16M | 0.66% | +700+3.7% | Added |
| Midwest Trust Co | 19,806 | $1.16M | 0.02% | +19,806 | New |
| Beese Fulmer Investment Management, Inc. | 19,694 | $1.15M | 0.09% | −718−3.5% | Reduced |
| Ronald Blue Trust, Inc. | 19,640 | $1.15M | 0.01% | +2,783+16.5% | Added |
| Franklin Street Advisors Inc | 19,579 | $1.15M | 0.07% | +910+4.9% | Added |
| Smith, Moore & Co. | 19,576 | $1.15M | 0.10% | −202−1.0% | Reduced |
| RiverFront Investment Group, LLC | 19,494 | $1.14M | 0.02% | +1,848+10.5% | Added |
| Terry L. Blaker | 19,485 | $1.14M | 0.04% | −2,882−12.9% | Reduced |
| KC Investment Advisors, LLC | 19,381 | $1.14M | 0.39% | −19,239−49.8% | Reduced |
| Capital International Sarl | 19,348 | $1.13M | 0.02% | −31,807−62.2% | Reduced |
| PBMares Wealth Management LLC | 19,233 | $1.13M | 0.21% | +110+0.6% | Added |
| Michels Family Financial, LLC | 19,212 | $1.13M | 0.96% | +20.0% | Added |
| Mork Capital Management, LLC | 19,100 | $1.12M | 0.82% | 00.0% | Unchanged |
| IFG Advisory, LLC | 19,099 | $1.12M | 0.06% | +401+2.1% | Added |
| Federated Hermes, Inc. | 19,052 | $1.12M | 0.00% | −2,203−10.4% | Reduced |
| Sumitomo Life Insurance Co | 19,046 | $1.12M | 0.08% | −1,372−6.7% | Reduced |
| Widmann Financial Services, Inc. | 18,997 | $1.11M | 0.78% | −83−0.4% | Reduced |
| Center For Asset Management LLC | 21,277 | $1.11M | 0.68% | −435−2.0% | Reduced |
| Spire Wealth Management | 19,021 | $1.11M | 0.04% | −10,035−34.5% | Reduced |
| Allegheny Financial Group LTD | 18,837 | $1.10M | 0.25% | +2,536+15.6% | Added |
| Dudley Capital Management, LLC | 18,770 | $1.10M | 0.55% | +420+2.3% | Added |
| Williamson Legacy Group, LLC | 18,727 | $1.10M | 0.93% | +18,727 | New |
| Aster Capital Management (DIFC) Ltd | 18,676 | $1.09M | 0.25% | +14,366+333.3% | Added |
| Cumberland Partners Ltd | 18,650 | $1.09M | 0.08% | +18,650 | New |
| Cortland Associates Inc | 18,642 | $1.09M | 0.13% | +279+1.5% | Added |
| BancorpSouth Bank | 18,638 | $1.09M | 0.07% | −40−0.2% | Reduced |
| denkapparat Operations GmbH | 18,594 | $1.09M | 0.87% | +1,620+9.5% | Added |
| Independent Wealth Network Inc. | 18,504 | $1.08M | 0.39% | +148+0.8% | Added |
| Savvy Advisors, Inc. | 18,492 | $1.08M | 0.07% | +2,150+13.2% | Added |
| Centennial Wealth Advisory LLC | 18,484 | $1.08M | 0.34% | −2,966−13.8% | Reduced |
| Joel Isaacson & Co., LLC | 18,475 | $1.08M | 0.04% | +2,085+12.7% | Added |
| My Legacy Advisors, LLC | 18,454 | $1.08M | 0.38% | +1,129+6.5% | Added |
| Mission Wealth Management, LP | 18,421 | $1.08M | 0.02% | +412+2.3% | Added |
| Lazari Capital Management, Inc. | 18,407 | $1.08M | 0.41% | −402−2.1% | Reduced |
| WFA Asset Management Corp | 23,662 | $1.08M | 0.61% | +3,832+19.3% | Added |
| Ashton Thomas Securities, LLC | 18,374 | $1.08M | 0.26% | −575−3.0% | Reduced |
| Annex Advisory Services, LLC | 18,344 | $1.08M | 0.03% | −309−1.7% | Reduced |
| Zhang Financial LLC | 18,307 | $1.07M | 0.05% | −176−1.0% | Reduced |
| Kanawha Capital Management LLC | 18,306 | $1.07M | 0.08% | −78−0.4% | Reduced |
| Leo Wealth, LLC | 18,252 | $1.07M | 0.08% | +9,615+111.3% | Added |