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 |
|---|---|---|---|---|---|
| Mechanics Bank Trust Department | 37,081 | $2.45M | 0.34% | −2,111−5.4% | Reduced |
| Perpetual Ltd | 37,115 | $2.45M | 0.03% | +24,423+192.4% | Added |
| OmniStar Financial Group, Inc. | 37,157 | $2.45M | 1.49% | +6,045+19.4% | Added |
| South State Corp. | 37,542 | $2.48M | 0.11% | −548−1.4% | Reduced |
| John Boyer, Inc. | 37,959 | $2.51M | 2.50% | +37,959 | New |
| Signaturefd, LLC | 38,086 | $2.52M | 0.04% | +1,831+5.1% | Added |
| Bessemer Group Inc | 38,114 | $2.52M | 0.00% | +1,655+4.5% | Added |
| Bahl & Gaynor Inc | 38,404 | $2.54M | 0.01% | −45−0.1% | Reduced |
| Formidable Asset Management, LLC | 43,291 | $2.54M | 0.40% | −2,595−5.7% | Reduced |
| Evergreen Capital Management LLC | 37,994 | $2.55M | 0.06% | +1,644+4.5% | Added |
| Sepio Capital, LP | 38,901 | $2.57M | 0.15% | +3,134+8.8% | Added |
| Bridgefront Capital, LLC | 39,026 | $2.58M | 0.76% | +39,026 | New |
| Essex Financial Services, Inc. | 39,076 | $2.58M | 0.15% | −515−1.3% | Reduced |
| Brighton Jones LLC | 39,604 | $2.62M | 0.06% | +3,273+9.0% | Added |
| Larson Financial Group LLC | 39,666 | $2.62M | 0.09% | −12,148−23.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 39,780 | $2.63M | 0.45% | −3,139−7.3% | Reduced |
| Alley Investment Management Company, LLC | 39,966 | $2.64M | 0.31% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 40,004 | $2.64M | 0.71% | +4,474+12.6% | Added |
| Stolper Co | 40,073 | $2.65M | 0.80% | +663+1.7% | Added |
| West Michigan Advisors, LLC | 39,486 | $2.65M | 0.64% | +39,486 | New |
| Independent Financial Group, LLC | 40,278 | $2.66M | 0.06% | −2,584−6.0% | Reduced |
| Nomura Holdings Inc | 40,310 | $2.66M | 0.01% | +40,310 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 40,425 | $2.67M | 0.04% | +40,425 | New |
| Panagora Asset Management Inc | 40,491 | $2.67M | 0.01% | −16,293−28.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 40,657 | $2.69M | 0.03% | −22,490−35.6% | Reduced |
| FIL Ltd | 40,709 | $2.69M | 0.00% | −352,291−89.6% | Reduced |
| Koshinski Asset Management, Inc. | 40,924 | $2.70M | 0.18% | +2,839+7.5% | Added |
| Central Pacific Bank - Trust Division | 40,970 | $2.71M | 0.33% | +4,716+13.0% | Added |
| Welch Group, LLC | 41,161 | $2.72M | 0.11% | −1,157−2.7% | Reduced |
| Burford Brothers, Inc. | 41,196 | $2.72M | 1.16% | +2,042+5.2% | Added |
| Disciplined Equity Management, Inc. | 41,285 | $2.73M | 1.48% | −1,110−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 41,385 | $2.73M | 0.08% | −4,279−9.4% | Reduced |
| Shell Asset Management Co | 41,471 | $2.74M | 0.28% | −23,549−36.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 41,492 | $2.74M | 0.13% | −41,740−50.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 41,554 | $2.75M | 0.85% | +239+0.6% | Added |
| Valeo Financial Advisors, LLC | 41,749 | $2.76M | 0.06% | −2,246−5.1% | Reduced |
| Paradigm Financial Partners, LLC | 41,894 | $2.77M | 0.28% | +589+1.4% | Added |
| Simmons Bank | 41,901 | $2.77M | 0.18% | −1,438−3.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,157 | $2.78M | 0.00% | +25,291+150.0% | Added |
| Geneos Wealth Management Inc. | 42,196 | $2.79M | 0.07% | −12,668−23.1% | Reduced |
| Trust Co of Vermont | 42,200 | $2.79M | 0.12% | −969−2.2% | Reduced |
| Deltec Asset Management LLC | 42,217 | $2.79M | 0.46% | −52−0.1% | Reduced |
| Private Trust Co NA | 42,314 | $2.80M | 0.25% | +1,201+2.9% | Added |
| Segall Bryant & Hamill, LLC | 42,763 | $2.82M | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 42,782 | $2.83M | 0.22% | −6,806−13.7% | Reduced |
| Associated Banc-Corp | 42,986 | $2.84M | 0.07% | +495+1.2% | Added |
| Van Eck Associates Corp | 43,103 | $2.85M | 0.00% | −9,161−17.5% | Reduced |
| Fortune Financial Advisors, LLC | 43,257 | $2.86M | 2.15% | +357+0.8% | Added |
| Hayek Kallen Investment Management | 43,513 | $2.87M | 0.91% | +131+0.3% | Added |
| Oak Hill Wealth Advisors, LLC | 43,609 | $2.88M | 0.54% | −857−1.9% | Reduced |
| Ceera Investments, LLC | 43,618 | $2.88M | 0.90% | −1,465−3.2% | Reduced |
| Howard Capital Management Group, LLC | 43,628 | $2.88M | 0.18% | +2,684+6.6% | Added |
| Wesbanco Bank Inc | 43,882 | $2.90M | 0.08% | +4,247+10.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 44,299 | $2.93M | 0.08% | +1,770+4.2% | Added |
| Contrarius Group Holdings Ltd | 44,301 | $2.93M | 0.13% | −1,988−4.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 44,393 | $2.93M | 0.19% | −1,742−3.8% | Reduced |
| Lake Street Financial LLC | 44,664 | $2.95M | 0.38% | −83−0.2% | Reduced |
| Parallel Advisors, LLC | 44,669 | $2.95M | 0.05% | +2,851+6.8% | Added |
| Citizens Financial Group Inc | 44,781 | $2.96M | 0.04% | +10,833+31.9% | Added |
| Pine Valley Investments Ltd Liability Co | 44,794 | $2.98M | 0.16% | +3,364+8.1% | Added |
| Hunter Associates Investment Management LLC | 45,036 | $2.98M | 0.41% | −231−0.5% | Reduced |
| MUFG Securities Americas Inc. | 45,300 | $2.99M | 0.19% | +7,968+21.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,351 | $3.00M | 0.02% | +13,824+43.8% | Added |
| NBT Bank N A | 44,504 | $3.01M | 0.20% | −1,263−2.8% | Reduced |
| Metis Global Partners, LLC | 45,618 | $3.01M | 0.07% | −3,405−6.9% | Reduced |
| Coldstream Capital Management Inc | 45,772 | $3.02M | 0.04% | +2,829+6.6% | Added |
| Silvercrest Asset Management Group LLC | 46,347 | $3.06M | 0.02% | −926−2.0% | Reduced |
| Aua Capital Management, LLC | 46,409 | $3.07M | 1.72% | 00.0% | Unchanged |
| HM Payson & Co | 46,428 | $3.07M | 0.04% | +300+0.7% | Added |
| Capital Investment Advisory Services, LLC | 46,474 | $3.07M | 0.24% | −366−0.8% | Reduced |
| Vontobel Holding Ltd. | 47,122 | $3.11M | 0.01% | −8,589−15.4% | Reduced |
| Resources Investment Advisors, LLC. | 47,187 | $3.12M | 0.03% | −902−1.9% | Reduced |
| Del-Sette Capital Management, LLC | 47,219 | $3.12M | 1.94% | +47,219 | New |
| Peapack Gladstone Financial Corp | 47,324 | $3.13M | 0.04% | −85−0.2% | Reduced |
| ISAM Funds (UK) Ltd | 47,381 | $3.13M | 0.64% | +47,381 | New |
| Personal Cfo Solutions, LLC | 47,630 | $3.15M | 0.55% | −269−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 47,021 | $3.16M | 0.08% | +4,622+10.9% | Added |
| NewEdge Wealth, LLC | 55,368 | $3.16M | 0.05% | +1,943+3.6% | Added |
| Pinnacle Associates Ltd | 48,299 | $3.19M | 0.04% | −2,704−5.3% | Reduced |
| Ostrum Asset Management | 48,319 | $3.19M | 0.14% | +9,926+25.9% | Added |
| Simplicity Wealth,LLC | 48,498 | $3.20M | 0.19% | +8,957+22.7% | Added |
| Clark Estates Inc | 48,613 | $3.21M | 0.73% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 48,619 | $3.21M | 0.07% | +2,864+6.3% | Added |
| Ethic Inc. | 48,699 | $3.22M | 0.05% | +8,939+22.5% | Added |
| IFP Advisors, Inc | 48,920 | $3.23M | 0.08% | +1,357+2.9% | Added |
| Meeder Advisory Services, Inc. | 49,075 | $3.24M | 0.15% | +2,799+6.0% | Added |
| Bollard Group LLC | 49,161 | $3.25M | 0.08% | +2,721+5.9% | Added |
| Trust Co of Virginia | 49,329 | $3.26M | 0.27% | +5,498+12.5% | Added |
| Confluence Wealth Services, Inc. | 49,376 | $3.26M | 0.16% | +426+0.9% | Added |
| Patton Fund Management, Inc. | 49,438 | $3.27M | 0.59% | −1,313−2.6% | Reduced |
| Richard Bernstein Advisors LLC | 49,604 | $3.28M | 0.09% | −59,195−54.4% | Reduced |
| Asset Planning,Inc | 49,612 | $3.28M | 2.37% | −408−0.8% | Reduced |
| Parthenon LLC | 49,788 | $3.29M | 0.36% | +461+0.9% | Added |
| Stonegate Investment Group, LLC | 49,926 | $3.30M | 0.08% | +482+1.0% | Added |
| Leelyn Smith, LLC | 50,044 | $3.31M | 0.50% | −594−1.2% | Reduced |
| Quest Partners LLC | 50,493 | $3.34M | 0.22% | +34,939+224.6% | Added |
| GAMMA Investing LLC | 50,544 | $3.34M | 0.18% | +5,256+11.6% | Added |
| Boston Private Wealth LLC | 50,663 | $3.35M | 0.18% | −1,026−2.0% | Reduced |
| Generali Asset Management SPA SGR | 50,805 | $3.36M | 0.07% | +170+0.3% | Added |
| Range Financial Group LLC | 51,019 | $3.37M | 1.22% | +1,260+2.5% | Added |