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
- 2,356
- +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
- 765 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 |
|---|---|---|---|---|---|
| Apella Capital, LLC | 10,030 | $644.5K | 0.01% | −526−5.0% | Reduced |
| Holderness Investments Co | 9,758 | $644.6K | 0.13% | +1,440+17.3% | Added |
| Tocqueville Asset Management L.P. | 9,777 | $645.9K | 0.01% | +532+5.8% | Added |
| Clark Capital Management Group, Inc. | 9,779 | $646.0K | 0.00% | +3,742+62.0% | Added |
| Qsemble Capital Management, LP | 9,781 | $646.1K | 0.06% | +9,781 | New |
| Institute for Wealth Management, LLC. | 9,781 | $646.1K | 0.07% | +929+10.5% | Added |
| CVA Family Office, LLC | 9,782 | $646.2K | 0.08% | −416−4.1% | Reduced |
| OneAscent Financial Services LLC | 9,787 | $646.5K | 0.04% | +157+1.6% | Added |
| Tufton Capital Management | 9,796 | $647.0K | 0.12% | −472−4.6% | Reduced |
| International Private Wealth Advisors LLC | 9,801 | $647.5K | 0.41% | −1,390−12.4% | Reduced |
| Fishman Jay A Ltd | 9,835 | $649.7K | 0.06% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 9,694 | $650.7K | 0.15% | +1,501+18.3% | Added |
| Avaii Wealth Management, LLC | 9,857 | $651.2K | 0.25% | +203+2.1% | Added |
| Main Street Group, LTD | 9,860 | $651.3K | 0.19% | −272−2.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,779 | $651.8K | 0.02% | +684+7.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,871 | $652.1K | 0.08% | −21−0.2% | Reduced |
| Court Place Advisors, LLC | 9,880 | $652.7K | 0.20% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 9,904 | $654.2K | 0.08% | +475+5.0% | Added |
| Leo Wealth, LLC | 9,953 | $657.5K | 0.09% | −8,299−45.5% | Reduced |
| Acorn Wealth Advisors, LLC | 9,954 | $657.5K | 0.21% | +88+0.9% | Added |
| Ariadne Wealth Management, LP | 11,398 | $658.9K | 0.30% | +586+5.4% | Added |
| Angeles Wealth Management, LLC | 10,000 | $660.6K | 0.04% | +58+0.6% | Added |
| Swisher Financial Concepts, Inc. | 10,025 | $662.3K | 0.40% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 10,033 | $662.8K | 0.04% | +209+2.1% | Added |
| Peak Financial Advisors LLC | 10,041 | $663.3K | 0.32% | +10.0% | Added |
| CFO4Life Group, LLC | 10,043 | $663.4K | 0.10% | +108+1.1% | Added |
| Lingohr & Partner Asset Management GmbH | 10,044 | $664.0K | 1.16% | −3,567−26.2% | Reduced |
| Cladis Investment Advisory, LLC | 10,064 | $664.8K | 0.38% | −150−1.5% | Reduced |
| City State Bank | 10,068 | $665.1K | 0.19% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10,079 | $665.8K | 0.04% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 10,083 | $666.1K | 0.16% | +739+7.9% | Added |
| Rodgers Brothers Inc. | 10,086 | $666.3K | 0.08% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 10,088 | $666.4K | 0.48% | −107−1.0% | Reduced |
| Vectors Research Management, LLC | 10,100 | $667.2K | 0.21% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 10,100 | $667.2K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 10,105 | $667.5K | 0.06% | −30.0% | Reduced |
| Financial Engines Advisors L.L.C. | 10,132 | $669.3K | 0.00% | +4,357+75.4% | Added |
| MidWestOne Financial Group, Inc. | 10,134 | $669.5K | 0.08% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10,190 | $673.1K | 0.05% | +1,298+14.6% | Added |
| Spears Abacus Advisors LLC | 10,219 | $675.1K | 0.01% | +83+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $675.3K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10,253 | $677.5K | 0.06% | +10,253 | New |
| Baron Wealth Management LLC | 10,267 | $678.2K | 0.22% | +627+6.5% | Added |
| Univest Financial Corp | 10,295 | $680.1K | 0.04% | −3,157−23.5% | Reduced |
| Siemens Fonds Invest GmbH | 10,312 | $681.2K | 0.04% | +19+0.2% | Added |
| Legacy Financial Advisors, Inc. | 10,329 | $682.3K | 0.09% | +2,292+28.5% | Added |
| Truvestments Capital LLC | 10,333 | $682.6K | 0.12% | +6,764+189.5% | Added |
| Strategic Financial Concepts, LLC | 10,343 | $683.3K | 0.10% | +695+7.2% | Added |
| Astoria Portfolio Advisors LLC. | 10,487 | $686.0K | 0.18% | −2,630−20.1% | Reduced |
| Wealth Quarterback LLC | 10,479 | $692.3K | 0.27% | −1,688−13.9% | Reduced |
| Fundamentun, LLC | 10,503 | $693.9K | 0.03% | +975+10.2% | Added |
| Wealth Architects, LLC | 10,520 | $694.9K | 0.07% | +21+0.2% | Added |
| 180 Wealth Advisors, LLC | 10,534 | $695.9K | 0.08% | −1,319−11.1% | Reduced |
| Fee-Only Financial Planning, L.C. | 10,553 | $697.1K | 0.41% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 10,565 | $697.9K | 0.06% | +681+6.9% | Added |
| Balentine LLC | 10,574 | $698.5K | 0.03% | +89+0.8% | Added |
| Brown Miller Wealth Management, LLC | 10,600 | $700.2K | 0.20% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 10,641 | $703.0K | 0.11% | −216−2.0% | Reduced |
| Premier Path Wealth Partners, LLC | 10,647 | $703.3K | 0.09% | +1,294+13.8% | Added |
| Cross Staff Investments Inc | 10,676 | $705.2K | 0.49% | +30.0% | Added |
| Bath Savings Trust Co | 10,676 | $705.3K | 0.07% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 10,688 | $706.1K | 0.32% | +472+4.6% | Added |
| St. Louis Trust Co | 10,700 | $706.8K | 0.09% | 00.0% | Unchanged |
| Enzi Wealth | 11,009 | $707.4K | 0.25% | +146+1.3% | Added |
| Goldstone Financial Group, LLC | 10,745 | $709.8K | 0.08% | +560+5.5% | Added |
| Unique Wealth Strategies, LLC | 10,788 | $712.7K | 0.28% | +10,788 | New |
| Triad Wealth Partners, LLC | 10,794 | $713.1K | 0.09% | +966+9.8% | Added |
| Patron Partners Advisors, LLC | 10,830 | $715.4K | 0.32% | −3,325−23.5% | Reduced |
| Elevated Capital Advisors, LLC | 10,838 | $715.9K | 0.18% | −2,319−17.6% | Reduced |
| TFC Financial Management | 10,846 | $716.5K | 0.09% | −21−0.2% | Reduced |
| JT Stratford LLC | 10,846 | $716.5K | 0.10% | +148+1.4% | Added |
| KCM Investment Advisors LLC | 10,848 | $716.6K | 0.02% | −2,467−18.5% | Reduced |
| Essex Savings Bank | 10,850 | $716.7K | 0.16% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 10,868 | $717.9K | 0.06% | +6,423+144.5% | Added |
| Mattern Wealth Management LLC | 10,876 | $719.1K | 0.14% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 10,895 | $719.8K | 0.12% | +4,499+70.3% | Added |
| Castle Rock Wealth Management, LLC | 10,954 | $721.0K | 0.16% | −29−0.3% | Reduced |
| Garden State Investment Advisory Services LLC | 10,921 | $721.4K | 0.18% | −165−1.5% | Reduced |
| Dakota Wealth Management | 10,923 | $721.6K | 0.01% | −4,509−29.2% | Reduced |
| Cornerstone Advisory, LLC | 10,931 | $722.1K | 0.07% | −1,211−10.0% | Reduced |
| EverSource Wealth Advisors, LLC | 10,933 | $722.2K | 0.03% | +656+6.4% | Added |
| Security National Bank | 10,937 | $722.5K | 0.11% | +8,905+438.2% | Added |
| Woodmont Investment Counsel LLC | 10,941 | $722.8K | 0.05% | +1,049+10.6% | Added |
| WCG Wealth Advisors LLC | 10,951 | $723.4K | 0.05% | −2,671−19.6% | Reduced |
| Liberty Square Wealth Partners LLC | 10,966 | $724.4K | 0.22% | −1,977−15.3% | Reduced |
| 1832 Asset Management L.P. | 10,994 | $726.3K | 0.00% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 10,848 | $728.1K | 0.04% | +823+8.2% | Added |
| Maia Wealth LLC | 12,688 | $730.2K | 0.12% | +3,963+45.4% | Added |
| PFG Advisors | 11,079 | $731.9K | 0.03% | +1,541+16.2% | Added |
| Sylvest Advisors, LLC | 11,088 | $732.5K | 0.39% | −292−2.6% | Reduced |
| WealthTrust Axiom LLC | 11,094 | $732.9K | 0.20% | +691+6.6% | Added |
| Pallas Capital Advisors LLC | 11,107 | $733.7K | 0.03% | +68+0.6% | Added |
| KMG Fiduciary Partners, LLC | 11,114 | $734.2K | 0.05% | +31+0.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 11,129 | $735.2K | 0.02% | +4,311+63.2% | Added |
| Miracle Mile Advisors, LLC | 11,152 | $736.7K | 0.01% | +3,176+39.8% | Added |
| MOKAN Wealth Management Inc. | 11,157 | $737.0K | 0.37% | −72−0.6% | Reduced |
| Klingman & Associates, LLC | 11,158 | $737.1K | 0.04% | +2,179+24.3% | Added |
| Erste Asset Management GmbH | 11,231 | $737.5K | 0.01% | −36,427−76.4% | Reduced |
| Callahan Advisors, LLC | 11,263 | $744.1K | 0.06% | +69+0.6% | Added |
| Eisler Capital Management Ltd. | 11,351 | $746.3K | 0.02% | +1,520+15.5% | Added |