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 |
|---|---|---|---|---|---|
| Cohen Klingenstein LLC | 51,203 | $3.38M | 0.11% | 00.0% | Unchanged |
| CFC Planning Co LLC | 51,398 | $3.40M | 2.85% | +1,280+2.6% | Added |
| Baldwin Brothers Inc | 51,716 | $3.42M | 0.22% | −2,104−3.9% | Reduced |
| Wealthcare Advisory Partners LLC | 51,941 | $3.43M | 0.07% | +493+1.0% | Added |
| Mesirow Financial Investment Management, Inc. | 51,943 | $3.43M | 0.06% | −4,808−8.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 52,055 | $3.44M | 0.18% | +725+1.4% | Added |
| Hilltop Holdings Inc. | 52,129 | $3.44M | 0.18% | −925−1.7% | Reduced |
| Verus Capital Partners, LLC | 52,192 | $3.45M | 0.27% | −1,104−2.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 52,509 | $3.47M | 0.35% | +2,369+4.7% | Added |
| Global Retirement Partners, LLC | 52,663 | $3.48M | 0.08% | −335−0.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 52,974 | $3.50M | 0.07% | +7,018+15.3% | Added |
| Moors & Cabot, Inc. | 53,026 | $3.50M | 0.15% | −575−1.1% | Reduced |
| XTX Topco Ltd | 53,236 | $3.52M | 0.18% | −46,559−46.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 53,536 | $3.54M | 0.13% | +2,686+5.3% | Added |
| Accurate Wealth Management, LLC | 54,082 | $3.54M | 0.47% | −6,662−11.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 53,815 | $3.56M | 0.07% | +1,386+2.6% | Added |
| Verus Financial Partners, Inc. | 54,030 | $3.57M | 0.34% | +562+1.1% | Added |
| MONECO Advisors, LLC | 54,077 | $3.57M | 0.30% | +220+0.4% | Added |
| Sapient Capital LLC | 53,627 | $3.58M | 0.06% | −200.0% | Reduced |
| Belpointe Asset Management LLC | 54,291 | $3.59M | 0.14% | −360−0.7% | Reduced |
| Strategic Investment Advisors | 54,366 | $3.59M | 0.32% | −1,824−3.2% | Reduced |
| Stokes Family Office, LLC | 54,637 | $3.61M | 0.34% | +140.0% | Added |
| Private Management Group Inc | 54,879 | $3.63M | 0.11% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 54,933 | $3.63M | 0.26% | +2,529+4.8% | Added |
| New Age Alpha Advisors, LLC | 54,935 | $3.63M | 0.15% | −658−1.2% | Reduced |
| Cornerstone Wealth Management, LLC | 54,965 | $3.63M | 0.20% | +389+0.7% | Added |
| Donoghue Forlines LLC | 55,255 | $3.65M | 1.12% | +30,662+124.7% | Added |
| HBW Advisory Services LLC | 55,268 | $3.65M | 0.41% | −831−1.5% | Reduced |
| Benjamin Edwards Inc | 55,806 | $3.69M | 0.04% | +6,294+12.7% | Added |
| Capital Wealth Planning, LLC | 55,809 | $3.69M | 0.03% | +55,809 | New |
| LGT Fund Management Co Ltd. | 56,200 | $3.73M | 0.30% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 56,601 | $3.74M | 0.11% | −4,184−6.9% | Reduced |
| Ausdal Financial Partners, Inc. | 56,564 | $3.74M | 0.18% | +3,006+5.6% | Added |
| TCG Advisory Services, LLC | 56,757 | $3.75M | 0.14% | +11,729+26.0% | Added |
| Harbour Investments, Inc. | 57,116 | $3.77M | 0.09% | +832+1.5% | Added |
| Engineers Gate Manager LP | 57,180 | $3.78M | 0.04% | −165,743−74.3% | Reduced |
| Perigon Wealth Management, LLC | 57,316 | $3.79M | 0.08% | +3,634+6.8% | Added |
| Sigma Planning Corp | 57,434 | $3.79M | 0.11% | −7,469−11.5% | Reduced |
| WBI Investments | 58,022 | $3.83M | 0.98% | +14,555+33.5% | Added |
| Warren Averett Asset Management, LLC | 58,034 | $3.83M | 0.04% | +3,779+7.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 58,524 | $3.87M | 2.32% | −272−0.5% | Reduced |
| Buckingham Strategic Partners | 60,900 | $3.87M | 0.04% | +15,176+33.2% | Added |
| FineMark National Bank & Trust | 58,768 | $3.88M | 0.13% | −362−0.6% | Reduced |
| Tiaa Trust, National Association | 58,777 | $3.88M | 0.01% | −120−0.2% | Reduced |
| BFI Infinity Ltd. | 59,865 | $3.92M | 2.61% | +56,022+1,457.8% | Added |
| Independent Solutions Wealth Management, LLC | 59,515 | $3.93M | 0.70% | +3,542+6.3% | Added |
| Oak Thistle LLC | 59,782 | $3.95M | 0.60% | −11,534−16.2% | Reduced |
| Bridges Investment Management Inc | 60,108 | $3.97M | 0.05% | −3,144−5.0% | Reduced |
| Calamos Advisors LLC | 60,140 | $3.97M | 0.02% | +1,390+2.4% | Added |
| Allstate Corp | 60,549 | $4.00M | 0.09% | +56,594+1,430.9% | Added |
| Morningstar Investment Management LLC | 61,238 | $4.04M | 0.15% | +41,341+207.8% | Added |
| Haverford Trust Co | 61,529 | $4.06M | 0.04% | +185+0.3% | Added |
| Regions Financial Corp | 61,533 | $4.06M | 0.03% | −4,872−7.3% | Reduced |
| Texas Yale Capital Corp. | 61,548 | $4.07M | 0.13% | −425−0.7% | Reduced |
| Valley National Advisers Inc | 61,669 | $4.07M | 0.63% | +106+0.2% | Added |
| Ridgepath Capital Management LLC | 61,856 | $4.09M | 1.74% | +1,062+1.7% | Added |
| Summit Financial, LLC | 61,923 | $4.09M | 0.06% | +4,591+8.0% | Added |
| KPP Advisory Services LLC | 62,238 | $4.11M | 0.61% | −127−0.2% | Reduced |
| Csenge Advisory Group | 62,327 | $4.12M | 0.20% | +3,080+5.2% | Added |
| Krilogy Financial LLC | 72,500 | $4.14M | 0.16% | +15,337+26.8% | Added |
| Empirical Finance, LLC | 62,870 | $4.15M | 0.20% | +690+1.1% | Added |
| DoubleLine ETF Adviser LP | 63,290 | $4.18M | 1.26% | +63,290 | New |
| Savant Capital, LLC | 63,465 | $4.19M | 0.03% | −134−0.2% | Reduced |
| Citizens National Bank Trust Department | 63,636 | $4.20M | 0.75% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 63,749 | $4.21M | 1.75% | +2,123+3.4% | Added |
| American Century Companies Inc | 63,914 | $4.22M | 0.00% | +40,969+178.6% | Added |
| Bryn Mawr Trust Co | 64,159 | $4.24M | 0.10% | −22,035−25.6% | Reduced |
| Aviva PLC | 64,172 | $4.24M | 0.01% | −546−0.8% | Reduced |
| Kinloch Capital, LLC | 64,229 | $4.24M | 1.86% | +761+1.2% | Added |
| Capital Square, LLC | 64,496 | $4.26M | 2.17% | +166+0.3% | Added |
| Bokf, NA | 64,555 | $4.26M | 0.06% | +3,640+6.0% | Added |
| Thrive Capital Management, LLC | 64,986 | $4.29M | 1.11% | +7,020+12.1% | Added |
| GLOBALT Investments LLC | 65,542 | $4.33M | 0.16% | −1,202−1.8% | Reduced |
| Sage Advisors, LLC | 65,567 | $4.33M | 3.10% | +4,902+8.1% | Added |
| Principal Securities, Inc. | 65,745 | $4.34M | 0.07% | +1,758+2.7% | Added |
| Stock Yards Bank & Trust Co | 66,320 | $4.38M | 0.14% | −2,440−3.5% | Reduced |
| TrueMark Investments, LLC | 66,423 | $4.39M | 0.76% | +66,423 | New |
| We Are One Seven, LLC | 66,594 | $4.40M | 0.10% | +13,091+24.5% | Added |
| Alta Capital Management LLC | 67,006 | $4.43M | 0.25% | +3,556+5.6% | Added |
| Bleakley Financial Group, LLC | 67,531 | $4.46M | 0.10% | −7,166−9.6% | Reduced |
| LVW Advisors, LLC | 67,588 | $4.46M | 0.46% | −9,573−12.4% | Reduced |
| Sciencast Management LP | 68,094 | $4.50M | 0.84% | +68,094 | New |
| Meitav Dash Investments Ltd | 68,277 | $4.51M | 0.06% | −19,140−21.9% | Reduced |
| Diversify Advisory Services, LLC | 79,589 | $4.51M | 0.15% | +1,711+2.2% | Added |
| Machina Capital S.A.S. | 68,706 | $4.54M | 0.80% | +65,147+1,830.5% | Added |
| Frank, Rimerman Advisors LLC | 68,997 | $4.56M | 0.29% | +1,529+2.3% | Added |
| Freestone Capital Holdings, LLC | 69,008 | $4.56M | 0.14% | +963+1.4% | Added |
| Cypress Capital Group | 69,025 | $4.56M | 0.55% | −3,752−5.2% | Reduced |
| Bellecapital International Ltd. | 69,692 | $4.60M | 0.74% | −469−0.7% | Reduced |
| IHT Wealth Management, LLC | 69,709 | $4.60M | 0.12% | +490+0.7% | Added |
| Founders Financial Alliance, LLC | 69,893 | $4.62M | 0.87% | +882+1.3% | Added |
| Sound View Wealth Advisors Group, LLC | 69,929 | $4.62M | 0.32% | −1,923−2.7% | Reduced |
| HighPoint Advisor Group LLC | 70,805 | $4.68M | 0.22% | −879−1.2% | Reduced |
| PFG Investments, LLC | 70,839 | $4.68M | 0.24% | +3,979+6.0% | Added |
| Dynamic Advisor Solutions LLC | 72,550 | $4.79M | 0.14% | +1,092+1.5% | Added |
| Capital Management Corp | 72,767 | $4.81M | 0.76% | −839−1.1% | Reduced |
| Promethium Advisors,llc | 71,662 | $4.81M | 2.76% | +5,490+8.3% | Added |
| Verdence Capital Advisors LLC | 75,773 | $4.83M | 0.28% | +6,827+9.9% | Added |
| Clifford Swan Investment Counsel LLC | 73,133 | $4.83M | 0.16% | +120.0% | Added |
| Glenview Trust Co | 73,233 | $4.84M | 0.08% | +514+0.7% | Added |