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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Geneva Partners, LLC | 16,640 | $1.10M | 0.40% | +16,640 | New |
| Fidelis Capital Partners, LLC | 16,769 | $1.11M | 0.09% | +180+1.1% | Added |
| Gsa Capital Partners LLP | 16,838 | $1.11M | 0.09% | +1,559+10.2% | Added |
| Cidel Asset Management Inc | 16,852 | $1.11M | 0.06% | −673−3.8% | Reduced |
| Intrua Financial, LLC | 16,885 | $1.12M | 0.13% | +4,222+33.3% | Added |
| Integrity Alliance, LLC. | 16,903 | $1.12M | 0.05% | +434+2.6% | Added |
| D'Orazio & Associates, Inc. | 16,918 | $1.12M | 0.15% | +413+2.5% | Added |
| Grove Bank & Trust | 16,953 | $1.12M | 0.13% | 00.0% | Unchanged |
| Chelsea Counsel Co | 16,710 | $1.12M | 0.50% | −4,132−19.8% | Reduced |
| Invst, LLC | 16,993 | $1.12M | 0.13% | +478+2.9% | Added |
| Portfolio Strategies, Inc. | 16,998 | $1.12M | 0.13% | +16,998 | New |
| NBC Securities, Inc. | 17,023 | $1.12M | 0.09% | +221+1.3% | Added |
| Profund Advisors LLC | 17,133 | $1.13M | 0.04% | −3,066−15.2% | Reduced |
| LMR Partners LLP | 17,205 | $1.14M | 0.01% | +8,952+108.5% | Added |
| Ashton Thomas Securities, LLC | 17,272 | $1.14M | 0.16% | −1,102−6.0% | Reduced |
| Philadelphia Trust Co | 17,324 | $1.14M | 0.08% | +2,225+14.7% | Added |
| Clarity Financial LLC | 17,352 | $1.15M | 0.11% | +891+5.4% | Added |
| Allianz SE | 17,371 | $1.15M | 0.02% | −144−0.8% | Reduced |
| Burns J W & Co Inc | 17,465 | $1.15M | 0.13% | −750−4.1% | Reduced |
| Searle & Co. | 17,578 | $1.16M | 0.31% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 18,355 | $1.16M | 0.03% | +1,056+6.1% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $1.16M | 0.18% | 00.0% | Unchanged |
| Ted Buchan & Co | 17,818 | $1.18M | 0.46% | +1,148+6.9% | Added |
| Jefferies Financial Group Inc. | 17,861 | $1.18M | 0.01% | −14,795−45.3% | Reduced |
| Paradigm Asset Management Co LLC | 17,900 | $1.18M | 0.27% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 17,906 | $1.18M | 0.18% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 17,943 | $1.19M | 0.28% | +17,943 | New |
| Sanders Morris Harris LLC | 17,951 | $1.19M | 0.16% | +9,292+107.3% | Added |
| Excalibur Management Corp | 17,987 | $1.19M | 0.43% | −25−0.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 18,000 | $1.19M | 0.01% | +18,000 | New |
| Patriot Financial Group Insurance Agency, LLC | 18,089 | $1.19M | 0.15% | −3,268−15.3% | Reduced |
| Avidian Wealth Solutions, LLC | 18,092 | $1.20M | 0.05% | +1,541+9.3% | Added |
| Williamson Legacy Group, LLC | 18,160 | $1.20M | 0.93% | −567−3.0% | Reduced |
| Aaron Wealth Advisors | 18,207 | $1.20M | 0.07% | +9,360+105.8% | Added |
| Lantz Financial LLC | 18,211 | $1.20M | 0.27% | +18,211 | New |
| Independent Wealth Network Inc. | 18,222 | $1.20M | 0.39% | −282−1.5% | Reduced |
| Michels Family Financial, LLC | 18,223 | $1.20M | 0.94% | −989−5.1% | Reduced |
| Fiduciary Alliance LLC | 18,231 | $1.20M | 0.08% | +1,494+8.9% | Added |
| First Foundation Advisors | 18,260 | $1.21M | 0.04% | −2,783−13.2% | Reduced |
| IFG Advisory, LLC | 18,280 | $1.21M | 0.05% | −819−4.3% | Reduced |
| Walleye Trading LLC | 18,285 | $1.21M | 0.02% | +13,240+262.4% | Added |
| Winnow Wealth LLC | 18,029 | $1.21M | 0.95% | +17,429+2,904.8% | Added |
| Mission Wealth Management, LP | 18,300 | $1.21M | 0.02% | −121−0.7% | Reduced |
| Zhang Financial LLC | 18,307 | $1.21M | 0.05% | 00.0% | Unchanged |
| Capital Advisors Inc | 18,347 | $1.21M | 0.02% | +139+0.8% | Added |
| Fluent Financial, LLC | 18,426 | $1.22M | 0.48% | −5,491−23.0% | Reduced |
| Lazari Capital Management, Inc. | 18,444 | $1.22M | 0.41% | +37+0.2% | Added |
| Retirement Planning Group | 18,445 | $1.22M | 0.04% | +249+1.4% | Added |
| Sumitomo Life Insurance Co | 18,489 | $1.22M | 0.04% | −557−2.9% | Reduced |
| BancorpSouth Bank | 18,579 | $1.23M | 0.07% | −59−0.3% | Reduced |
| denkapparat Operations GmbH | 18,594 | $1.23M | 0.78% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,790 | $1.24M | 0.56% | +20+0.1% | Added |
| Ameritas Advisory Services, LLC | 18,841 | $1.24M | 0.08% | −14,896−44.2% | Reduced |
| Centennial Wealth Advisory LLC | 18,841 | $1.24M | 0.35% | +357+1.9% | Added |
| Blackstone Group Inc. | 18,850 | $1.25M | 0.01% | +18,850 | New |
| Widmann Financial Services, Inc. | 18,854 | $1.25M | 0.78% | −143−0.8% | Reduced |
| Clear Street Markets LLC | 18,897 | $1.25M | 0.41% | −80,836−81.1% | Reduced |
| Signal Advisors Wealth, LLC | 18,930 | $1.25M | 0.11% | +3,807+25.2% | Added |
| 111 Capital | 18,937 | $1.25M | 0.24% | +8,432+80.3% | Added |
| Cortland Associates Inc | 18,934 | $1.25M | 0.15% | +292+1.6% | Added |
| Diversified Trust Co | 18,960 | $1.25M | 0.03% | +5,434+40.2% | Added |
| Mork Capital Management, LLC | 19,100 | $1.26M | 0.87% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 19,119 | $1.26M | 0.07% | −460−2.3% | Reduced |
| Park National Corp | 19,177 | $1.27M | 0.04% | −706−3.6% | Reduced |
| Wedmont Private Capital | 19,046 | $1.27M | 0.05% | +895+4.9% | Added |
| Smith, Moore & Co. | 19,225 | $1.27M | 0.10% | −351−1.8% | Reduced |
| Monument Capital Management | 19,236 | $1.27M | 0.32% | +6,703+53.5% | Added |
| PBMares Wealth Management LLC | 19,236 | $1.27M | 0.21% | +30.0% | Added |
| Ancora Advisors, LLC | 19,312 | $1.28M | 0.03% | +3,484+22.0% | Added |
| Kanawha Capital Management LLC | 19,386 | $1.28M | 0.09% | +1,080+5.9% | Added |
| Terry L. Blaker | 19,425 | $1.28M | 0.05% | −60−0.3% | Reduced |
| Everstar Asset Management, LLC | 19,480 | $1.29M | 0.73% | +1,337+7.4% | Added |
| KLCM Advisors, Inc. | 19,501 | $1.29M | 0.13% | −1,174−5.7% | Reduced |
| Oxford Asset Management LLP | 19,604 | $1.30M | 0.42% | +19,604 | New |
| Allegheny Financial Group LTD | 19,622 | $1.30M | 0.24% | +785+4.2% | Added |
| Beese Fulmer Investment Management, Inc. | 19,697 | $1.30M | 0.09% | +30.0% | Added |
| Ronald Blue Trust, Inc. | 19,819 | $1.31M | 0.01% | +179+0.9% | Added |
| KC Investment Advisors, LLC | 20,328 | $1.31M | 0.36% | +947+4.9% | Added |
| First Nebraska Trust Co | 19,911 | $1.32M | 0.12% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 20,107 | $1.32M | 0.14% | −834−4.0% | Reduced |
| Quantessence Capital LLC | 19,928 | $1.32M | 0.42% | −15,467−43.7% | Reduced |
| Charter Research & Investment Group, Inc. | 19,942 | $1.32M | 0.91% | −250−1.2% | Reduced |
| Calamos Wealth Management LLC | 20,070 | $1.33M | 0.05% | +16,149+411.9% | Added |
| HCR Wealth Advisors | 20,239 | $1.33M | 0.14% | −1,038−4.9% | Reduced |
| Annex Advisory Services, LLC | 20,236 | $1.34M | 0.03% | +1,892+10.3% | Added |
| Mainstay Capital Management LLC | 20,332 | $1.34M | 0.13% | −20,394−50.1% | Reduced |
| Private Wealth Asset Management, LLC | 20,371 | $1.35M | 0.16% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 20,508 | $1.35M | 0.05% | +10,166+98.3% | Added |
| Wealth Alliance Advisory Group, LLC | 20,559 | $1.36M | 0.24% | −2,629−11.3% | Reduced |
| Midwest Trust Co | 20,647 | $1.36M | 0.02% | +841+4.2% | Added |
| Finer Wealth Management, Inc. | 20,760 | $1.37M | 0.68% | −661−3.1% | Reduced |
| Spreng Capital Management, Inc. | 20,761 | $1.37M | 0.55% | −54−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 20,838 | $1.38M | 0.03% | +3,507+20.2% | Added |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.38M | 0.32% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20,944 | $1.38M | 0.28% | −222−1.0% | Reduced |
| Fiduciary Trust Co | 20,945 | $1.38M | 0.02% | −1,469−6.6% | Reduced |
| First Horizon Corp | 20,989 | $1.39M | 0.07% | +20,989 | New |
| Dodge & Cox | 21,000 | $1.39M | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 21,027 | $1.39M | 0.10% | −2,425−10.3% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 21,032 | $1.39M | 0.75% | +1,200+6.1% | Added |