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 |
|---|---|---|---|---|---|
| Valicenti Advisory Services Inc | 21,072 | $1.39M | 0.30% | −261−1.2% | Reduced |
| ICW Investment Advisors LLC | 21,086 | $1.39M | 0.51% | +155+0.7% | Added |
| Sonora Investment Management Group, LLC | 21,103 | $1.39M | 0.10% | +798+3.9% | Added |
| Catalytic Wealth RIA, LLC | 21,105 | $1.39M | 0.05% | +14,118+202.1% | Added |
| AdvisorNet Financial, Inc | 21,128 | $1.40M | 0.08% | −477−2.2% | Reduced |
| Aurdan Capital Management, LLC | 21,136 | $1.40M | 0.44% | +230+1.1% | Added |
| Modera Wealth Management, LLC | 21,204 | $1.40M | 0.02% | +537+2.6% | Added |
| Cornerstone Select Advisors, LLC | 21,510 | $1.42M | 1.04% | +1,653+8.3% | Added |
| Qtron Investments LLC | 21,601 | $1.43M | 0.18% | 00.0% | Unchanged |
| Forum Financial Management, LP | 21,603 | $1.43M | 0.02% | −343−1.6% | Reduced |
| Icon Wealth Advisors, LLC | 21,667 | $1.43M | 0.10% | −14,705−40.4% | Reduced |
| CSS LLC | 21,670 | $1.43M | 0.09% | −7,740−26.3% | Reduced |
| International Assets Investment Management, LLC | 24,642 | $1.43M | 0.12% | −52,000−67.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,725 | $1.44M | 0.31% | −243−1.1% | Reduced |
| Everett Harris & Co | 21,726 | $1.44M | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 21,746 | $1.44M | 0.22% | +21,746 | New |
| Onyx Bridge Wealth Group LLC | 21,767 | $1.44M | 0.16% | +1,025+4.9% | Added |
| Journey Strategic Wealth LLC | 21,784 | $1.44M | 0.04% | +7,043+47.8% | Added |
| Amica Mutual Insurance Co | 21,811 | $1.44M | 0.13% | −18,088−45.3% | Reduced |
| Heritage Investors Management Corp | 21,857 | $1.44M | 0.04% | −1,588−6.8% | Reduced |
| FRG Family Wealth Advisors LLC | 21,867 | $1.44M | 0.23% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 21,873 | $1.44M | 0.14% | −3,447−13.6% | Reduced |
| Leisure Capital Management | 21,894 | $1.45M | 0.50% | −458−2.0% | Reduced |
| Ethos Financial Group, LLC | 21,942 | $1.45M | 0.11% | +114+0.5% | Added |
| Welch & Forbes LLC | 21,984 | $1.45M | 0.02% | 00.0% | Unchanged |
| Quilter Plc | 22,018 | $1.45M | 0.02% | +900+4.3% | Added |
| Exeter Financial, LLC | 22,043 | $1.46M | 0.63% | −203−0.9% | Reduced |
| Burney Co | 22,071 | $1.46M | 0.05% | +2,159+10.8% | Added |
| WFA Asset Management Corp | 28,595 | $1.46M | 0.79% | +4,933+20.8% | Added |
| VeraBank, N.A. | 22,106 | $1.46M | 0.27% | −1,950−8.1% | Reduced |
| Crestwood Advisors Group LLC | 22,372 | $1.48M | 0.03% | +667+3.1% | Added |
| One Capital Management, LLC | 22,490 | $1.49M | 0.05% | +250+1.1% | Added |
| Marco Investment Management LLC | 22,718 | $1.50M | 0.11% | −130−0.6% | Reduced |
| Syon Capital LLC | 22,739 | $1.50M | 0.08% | +4,919+27.6% | Added |
| Spire Wealth Management | 22,816 | $1.51M | 0.05% | +3,795+20.0% | Added |
| Arete Wealth Advisors, LLC | 22,859 | $1.51M | 0.09% | +1,051+4.8% | Added |
| Beacon Financial Advisory LLC | 22,881 | $1.51M | 0.35% | +75+0.3% | Added |
| Traynor Capital Management, Inc. | 22,963 | $1.52M | 0.09% | −1,229−5.1% | Reduced |
| Leavell Investment Management, Inc. | 22,623 | $1.52M | 0.06% | +253+1.1% | Added |
| Stillwater Wealth Management Group | 23,065 | $1.52M | 1.07% | +23,065 | New |
| Catalyst Funds Management Pty Ltd | 23,100 | $1.53M | 0.23% | +500+2.2% | Added |
| Ballentine Partners, LLC | 23,220 | $1.53M | 0.02% | +2,893+14.2% | Added |
| Modern Wealth Management, LLC | 23,225 | $1.53M | 0.03% | +1,925+9.0% | Added |
| Center For Asset Management LLC | 23,303 | $1.54M | 0.82% | +2,026+9.5% | Added |
| Clear Creek Financial Management, LLC | 23,357 | $1.54M | 0.13% | −1,749−7.0% | Reduced |
| Logan Capital Management Inc | 23,424 | $1.55M | 0.07% | 00.0% | Unchanged |
| Intrust Bank NA | 23,466 | $1.55M | 0.13% | +1,281+5.8% | Added |
| Viewpoint Capital Management LLC | 23,478 | $1.55M | 0.68% | +120+0.5% | Added |
| Madden Securities Corp | 23,499 | $1.55M | 0.47% | −2,735−10.4% | Reduced |
| Centiva Capital, LP | 23,643 | $1.56M | 0.15% | −161,974−87.3% | Reduced |
| Joel Isaacson & Co., LLC | 23,654 | $1.56M | 0.06% | +5,179+28.0% | Added |
| Flagship Harbor Advisors, LLC | 23,835 | $1.57M | 0.07% | +745+3.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 24,906 | $1.58M | 0.25% | −471−1.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 23,913 | $1.58M | 0.53% | +380+1.6% | Added |
| Prevail Innovative Wealth Advisors, LLC | 24,030 | $1.59M | 0.31% | +9,863+69.6% | Added |
| Certified Advisory Corp | 24,075 | $1.59M | 0.15% | −119−0.5% | Reduced |
| Hohimer Wealth Management, LLC | 24,170 | $1.60M | 0.22% | −2,896−10.7% | Reduced |
| Westpac Banking Corp | 24,171 | $1.60M | 0.10% | +11,479+90.4% | Added |
| Crawford Investment Counsel Inc | 24,285 | $1.60M | 0.03% | −367−1.5% | Reduced |
| Moody National Bank Trust Division | 24,383 | $1.61M | 0.14% | −224−0.9% | Reduced |
| Global X Japan Co., Ltd. | 24,423 | $1.61M | 0.14% | +23,989+5,527.4% | Added |
| National Asset Management, Inc. | 24,442 | $1.61M | 0.08% | −3,629−12.9% | Reduced |
| Redwood Investment Management, LLC | 24,465 | $1.62M | 0.18% | −9,684−28.4% | Reduced |
| Griffin Asset Management, Inc. | 24,490 | $1.62M | 0.18% | −7,007−22.2% | Reduced |
| Prudential PLC | 24,548 | $1.62M | 0.01% | +24,548 | New |
| Rehmann Capital Advisory Group | 24,623 | $1.63M | 0.09% | +809+3.4% | Added |
| Wedgewood Investors Inc | 24,705 | $1.63M | 1.79% | −225−0.9% | Reduced |
| Stegent Equity Advisors, Inc. | 24,777 | $1.64M | 1.33% | +2,665+12.1% | Added |
| LMCG Investments, LLC | 24,883 | $1.64M | 0.10% | +1,239+5.2% | Added |
| Stratos Wealth Advisors, LLC | 24,895 | $1.64M | 0.08% | −4,085−14.1% | Reduced |
| Ignite Planners, LLC | 25,113 | $1.66M | 0.27% | −627−2.4% | Reduced |
| DGS Capital Management, LLC | 25,153 | $1.66M | 0.30% | +1,933+8.3% | Added |
| FCG Investment Co | 25,202 | $1.66M | 0.78% | +4,111+19.5% | Added |
| Keynote Financial Services LLC | 25,397 | $1.68M | 1.01% | −30−0.1% | Reduced |
| Sargent Investment Group, LLC | 25,439 | $1.68M | 0.24% | +5,300+26.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 25,649 | $1.69M | 0.00% | +1,335+5.5% | Added |
| Alpha Cubed Investments, LLC | 25,630 | $1.69M | 0.06% | +1,694+7.1% | Added |
| Adviser Investments LLC | 25,693 | $1.70M | 0.02% | +10,636+70.6% | Added |
| Redhawk Wealth Advisors, Inc. | 25,743 | $1.70M | 0.20% | +1,420+5.8% | Added |
| Callan Family Office, LLC | 25,922 | $1.71M | 0.05% | −3,338−11.4% | Reduced |
| Aprio Wealth Management, LLC | 25,961 | $1.71M | 0.17% | +975+3.9% | Added |
| Vista Investment Partners LLC | 26,063 | $1.72M | 0.48% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 26,126 | $1.73M | 0.41% | −1,184−4.3% | Reduced |
| Sharpepoint LLC | 26,129 | $1.73M | 1.56% | −65−0.2% | Reduced |
| ORG Partners LLC | 26,155 | $1.73M | 0.32% | +904+3.6% | Added |
| Radnor Capital Management, LLC | 26,196 | $1.73M | 0.26% | 00.0% | Unchanged |
| Rothschild Investment LLC | 26,220 | $1.73M | 0.10% | +497+1.9% | Added |
| Rossmore Private Capital | 26,233 | $1.73M | 0.19% | −77−0.3% | Reduced |
| Brady Martz Wealth Solutions, LLC | 26,693 | $1.76M | 0.32% | +145+0.5% | Added |
| First City Capital Management, Inc. | 26,698 | $1.76M | 0.95% | −440−1.6% | Reduced |
| David Loasby | 26,534 | $1.77M | 0.14% | +12,459+88.5% | Added |
| Jacobi Capital Management LLC | 26,785 | $1.77M | 0.11% | +355+1.3% | Added |
| Left Brain Wealth Management, LLC | 26,788 | $1.77M | 0.56% | −17−0.1% | Reduced |
| HBK Sorce Advisory LLC | 27,389 | $1.78M | 0.04% | +1,387+5.3% | Added |
| Cascade Investment Group, Inc. | 26,977 | $1.78M | 1.18% | −228−0.8% | Reduced |
| Aviance Capital Partners, LLC | 26,982 | $1.78M | 0.21% | −326−1.2% | Reduced |
| Means Investment Co., Inc. | 27,005 | $1.78M | 0.15% | +47+0.2% | Added |
| Tema ETFs LLC | 27,044 | $1.79M | 0.15% | +27,044 | New |
| Taylor Hoffman Capital Management LLC | 27,045 | $1.79M | 0.56% | +101+0.4% | Added |
| Delta Capital Management LLC | 27,125 | $1.79M | 0.93% | −50.0% | Reduced |