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, Q3 2025
Institutional positions in Altria Group, Inc. as of Sep 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
- 2,357
- +132 vs. Q2 2025
- Shares held
- 1.03B
- +1.93M (+0.2%) vs. Q2 2025
- Total value
- $68.2B
- +$7.73B (+12.8%) vs. Q2 2025
- New holders
- 237
- 1,008 more added
- Sold out
- 105
- 766 more reduced
42 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wendell David Associates Inc | 7,140 | $472.0K | 0.05% | +665+10.3% | Added |
| J2 Capital Management Inc | 7,171 | $473.7K | 0.36% | −277−3.7% | Reduced |
| Quotient Wealth Partners, LLC | 7,200 | $475.7K | 0.01% | −16−0.2% | Reduced |
| Severin Investments, LLC | 7,227 | $477.4K | 0.42% | +317+4.6% | Added |
| First Financial Bank - Trust Division | 7,238 | $478.1K | 0.04% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 7,258 | $479.5K | 0.10% | +116+1.6% | Added |
| Smith, Salley & Associates | 7,261 | $479.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,265 | $479.9K | 0.06% | −107−1.5% | Reduced |
| Horizon Advisory Services, Inc. | 7,265 | $479.9K | 0.25% | −119−1.6% | Reduced |
| Exit Wealth Advisors, LLC. | 7,274 | $480.5K | 0.32% | +7,274 | New |
| Delta Investment Management, LLC | 7,295 | $481.9K | 0.09% | +36+0.5% | Added |
| WBH Advisory Inc | 7,307 | $482.7K | 0.04% | −748−9.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,318 | $483.4K | 0.02% | +141+2.0% | Added |
| Washington Trust Co | 7,318 | $483.5K | 0.02% | +288+4.1% | Added |
| GeoWealth Management, LLC | 7,330 | $484.2K | 0.02% | +386+5.6% | Added |
| Compass Wealth Management, LLC | 7,355 | $485.9K | 0.22% | +20.0% | Added |
| Relyea Zuckerberg Hanson LLC | 7,358 | $486.1K | 0.05% | −3,292−30.9% | Reduced |
| Long Run Wealth Advisors, LLC | 7,372 | $487.0K | 0.10% | +7,372 | New |
| Zullo Investment Group, Inc. | 7,386 | $488.0K | 0.18% | +175+2.4% | Added |
| Successful Portfolios LLC | 7,402 | $489.0K | 0.29% | −265−3.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,447 | $492.0K | 0.07% | −477−6.0% | Reduced |
| Coastal Bridge Advisors, LLC | 7,464 | $493.1K | 0.04% | +635+9.3% | Added |
| GFS Advisors, LLC | 7,465 | $493.1K | 0.06% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 7,511 | $496.2K | 0.08% | +1,600+27.1% | Added |
| Hendershot Investments Inc. | 7,522 | $496.9K | 0.06% | −1,439−16.1% | Reduced |
| Heritage Family Offices, LLP | 7,530 | $497.4K | 0.23% | 00.0% | Unchanged |
| CLG LLC | 7,532 | $497.6K | 0.14% | +8+0.1% | Added |
| Fort Point Capital Partners LLC | 7,417 | $497.8K | 0.06% | +511+7.4% | Added |
| Affinity Capital Advisors, LLC | 7,572 | $497.9K | 0.08% | −270−3.4% | Reduced |
| Schmidt P J Investment Management Inc | 7,549 | $498.7K | 0.08% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 7,566 | $499.8K | 0.03% | +190+2.6% | Added |
| Marshall Financial Group LLC | 7,582 | $500.9K | 0.10% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 7,588 | $501.3K | 0.22% | +62+0.8% | Added |
| Gentry Private Wealth, LLC | 7,596 | $501.8K | 0.35% | +77+1.0% | Added |
| First Western Trust Bank | 7,598 | $501.9K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 7,600 | $502.1K | 0.34% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 7,603 | $502.2K | 0.16% | +226+3.1% | Added |
| American Alpha Advisors, LLC | 7,605 | $502.4K | 0.36% | −505−6.2% | Reduced |
| Element Capital Management LLC | 7,614 | $503.0K | 0.71% | +7,614 | New |
| Transcend Wealth Collective, LLC | 7,620 | $503.4K | 0.04% | +60+0.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,640 | $504.7K | 0.02% | +650+9.3% | Added |
| Brown Financial Advisors | 7,643 | $504.9K | 0.19% | +7,643 | New |
| Wealth Dimensions Group, Ltd. | 7,646 | $505.1K | 0.10% | −308−3.9% | Reduced |
| Cobblestone Capital Advisors LLC | 7,646 | $505.1K | 0.02% | 00.0% | Unchanged |
| BAM Wealth Management, LLC | 7,652 | $505.5K | 0.39% | +7,652 | New |
| Berger Financial Group, Inc | 7,661 | $506.1K | 0.03% | +27+0.4% | Added |
| Sittner & Nelson, LLC | 7,665 | $506.4K | 0.18% | 00.0% | Unchanged |
| Thomasville National Bank | 7,668 | $506.5K | 0.03% | +125+1.7% | Added |
| Optimum Investment Advisors | 7,676 | $507.0K | 0.20% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 7,684 | $507.6K | 0.20% | +126+1.7% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 7,708 | $509.2K | 0.50% | −696−8.3% | Reduced |
| Elyxium Wealth, LLC | 7,709 | $509.3K | 0.18% | −1,719−18.2% | Reduced |
| Holland Advisory Services, Inc. | 7,710 | $509.4K | 0.70% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 7,751 | $512.0K | 0.12% | +32+0.4% | Added |
| Pflug Koory, LLC | 7,769 | $513.2K | 0.24% | −22−0.3% | Reduced |
| Manchester Capital Management LLC | 7,777 | $513.7K | 0.07% | +33+0.4% | Added |
| Banque Transatlantique SA | 7,789 | $514.0K | 0.01% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 7,802 | $515.4K | 0.08% | −10.0% | Reduced |
| Main Street Financial Solutions, LLC | 7,806 | $515.6K | 0.03% | +82+1.1% | Added |
| Howard Financial Services, Ltd. | 7,829 | $517.2K | 0.06% | +151+2.0% | Added |
| Second Line Capital, LLC | 7,713 | $517.7K | 0.11% | +66+0.9% | Added |
| MBL Wealth, LLC | 7,845 | $518.2K | 0.05% | +1,378+21.3% | Added |
| Montag A & Associates Inc | 7,742 | $519.6K | 0.02% | +33+0.4% | Added |
| Blalock Williams, LLC | 7,880 | $520.6K | 0.46% | +275+3.6% | Added |
| Ocean Capital Management, LLC | 7,882 | $520.7K | 0.10% | −34−0.4% | Reduced |
| MJP Associates Inc | 7,890 | $521.2K | 0.07% | +2,364+42.8% | Added |
| FourThought Financial Partners, LLC | 7,905 | $522.2K | 0.05% | −161−2.0% | Reduced |
| Clarion Wealth Managment Partners, LLC | 7,920 | $523.2K | 0.52% | −468−5.6% | Reduced |
| Fairvoy Private Wealth, LLC | 7,958 | $525.7K | 0.12% | +9+0.1% | Added |
| Councilmark Asset Management, LLC | 7,966 | $526.2K | 0.30% | 00.0% | Unchanged |
| Centennial Bank | 7,969 | $526.4K | 0.21% | −185−2.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 7,991 | $527.0K | 0.00% | −1,971−19.8% | Reduced |
| DDFG, Inc | 7,994 | $528.1K | 0.12% | +18+0.2% | Added |
| Reaves W H & Co Inc | 8,000 | $528.5K | 0.01% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 8,013 | $529.3K | 0.18% | +3,671+84.5% | Added |
| Strategic Advisors LLC | 8,083 | $534.0K | 0.09% | −702−8.0% | Reduced |
| Seven Mile Advisory | 8,090 | $534.4K | 0.09% | +1,177+17.0% | Added |
| Trilogy Capital Inc. | 8,099 | $535.0K | 0.02% | +330+4.2% | Added |
| Thompson Siegel & Walmsley LLC | 8,112 | $536.0K | 0.01% | −377−4.4% | Reduced |
| Financial Perspectives, Inc | 8,125 | $536.7K | 0.15% | +54+0.7% | Added |
| Sage Mountain Advisors LLC | 8,129 | $537.0K | 0.03% | −1,184−12.7% | Reduced |
| Challenger Wealth Management | 8,155 | $538.7K | 0.42% | +422+5.5% | Added |
| Platform Technology Partners | 8,207 | $542.1K | 0.13% | −29−0.4% | Reduced |
| ETF Store, Inc. | 8,216 | $542.8K | 0.58% | +139+1.7% | Added |
| Sound Income Strategies, LLC | 8,262 | $543.0K | 0.03% | +456+5.8% | Added |
| ORG Wealth Partners, LLC | 8,220 | $543.0K | 0.12% | +1,023+14.2% | Added |
| Vivaldi Capital Management, LLC | 8,223 | $543.2K | 0.08% | +164+2.0% | Added |
| Venturi Wealth Management, LLC | 8,232 | $543.8K | 0.03% | +533+6.9% | Added |
| GPS Wealth Strategies Group, LLC | 8,241 | $544.4K | 0.06% | −98−1.2% | Reduced |
| Smith Shellnut Wilson LLC | 8,244 | $544.6K | 0.21% | −160−1.9% | Reduced |
| Alta Advisers Ltd | 8,264 | $545.9K | 0.17% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 8,284 | $547.3K | 0.18% | −933−10.1% | Reduced |
| Trustmark National Bank Trust Department | 8,290 | $547.6K | 0.04% | −792−8.7% | Reduced |
| Heritage Wealth Management, Inc. | 8,295 | $548.0K | 0.16% | +16+0.2% | Added |
| Orion Investment Co | 8,296 | $548.0K | 0.18% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 8,298 | $548.2K | 0.25% | +267+3.3% | Added |
| Childress Capital Advisors, LLC | 8,337 | $550.8K | 0.10% | +4,413+112.5% | Added |
| TownSquare Capital, LLC | 8,349 | $551.5K | 0.08% | −3,109−27.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,370 | $552.9K | 0.31% | −500−5.6% | Reduced |
| Allen Capital Group, LLC | 8,409 | $555.5K | 0.05% | −31−0.4% | Reduced |