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
- 2,357
- +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
- 766 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 |
|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 25,000 | $25.4K | 0.00% | +25,000 | New |
| Graney & King, LLC | 391 | $25.9K | 0.02% | −68−14.8% | Reduced |
| Tower Trust & Investment Co | 400 | $26.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 405 | $26.8K | 0.00% | −500−55.2% | Reduced |
| Newton One Investments LLC | 406 | $26.8K | 0.01% | +7+1.8% | Added |
| Atlantic Trust, LLC | 406 | $26.8K | 0.00% | +25+6.6% | Added |
| TruNorth Capital Management, LLC | 419 | $27.7K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 427 | $28.2K | 0.01% | +74+21.0% | Added |
| Ball & Co Wealth Management Inc. | 451 | $29.0K | 0.02% | +8+1.8% | Added |
| William B. Walkup & Associates, Inc. | 447 | $29.5K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 454 | $30.0K | 0.01% | +7+1.6% | Added |
| Darwin Advisors, LLC | 459 | $30.3K | 0.01% | +4+0.9% | Added |
| Inlight Wealth Management, LLC | 463 | $30.6K | 0.01% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 483 | $31.9K | 0.08% | +483 | New |
| Retirement Wealth Solutions LLC | 493 | $32.6K | 0.02% | +16+3.4% | Added |
| Roble, Belko & Company, Inc | 500 | $33.0K | 0.00% | −290−36.7% | Reduced |
| EMC Capital Management | 500 | $33.0K | 0.02% | +500 | New |
| Legacy Wealth Managment, LLC | 535 | $35.4K | 0.02% | +5+0.9% | Added |
| Fairman Group, LLC | 530 | $35.6K | 0.03% | +9+1.7% | Added |
| Anfield Capital Management, LLC | 539 | $35.6K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 577 | $38.1K | 0.00% | +3+0.5% | Added |
| Gould Capital, LLC | 587 | $38.8K | 0.02% | +587 | New |
| Clark Wealth Partners | 675 | $38.9K | 0.02% | −11,564−94.5% | Reduced |
| Consultiva Wealth Management, Corp. | 600 | $39.6K | 0.11% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 600 | $39.6K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 600 | $39.6K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 618 | $40.9K | 0.01% | +6+1.0% | Added |
| Ogorek Anthony Joseph | 635 | $41.0K | 0.01% | +16+2.6% | Added |
| Pinney & Scofield, Inc. | 631 | $41.7K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 639 | $42.2K | 0.01% | +552+634.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 640 | $42.3K | 0.07% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 643 | $42.5K | 0.01% | −144−18.3% | Reduced |
| AllSquare Wealth Management LLC | 645 | $42.6K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 650 | $42.9K | 0.03% | +650 | New |
| Park Place Capital Corp | 657 | $43.4K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 665 | $43.9K | 0.03% | +12+1.8% | Added |
| Pineridge Advisors LLC | 665 | $43.9K | 0.01% | −154−18.8% | Reduced |
| WFA of San Diego, LLC | 665 | $43.9K | 0.03% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 677 | $44.8K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 678 | $44.8K | 0.02% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 689 | $45.5K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 692 | $45.7K | 0.01% | +12+1.8% | Added |
| Country Trust Bank | 711 | $47.0K | 0.00% | +211+42.2% | Added |
| Sawyer & Company, Inc | 800 | $47.0K | 0.02% | 00.0% | Unchanged |
| Compass Financial Services Inc | 717 | $47.4K | 0.02% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 820 | $47.8K | 0.07% | +820 | New |
| Financial Management Professionals, Inc. | 719 | $48.3K | 0.01% | −6−0.8% | Reduced |
| Painted Porch Advisors LLC | 731 | $48.3K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 741 | $49.0K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 742 | $49.0K | 0.04% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 750 | $49.5K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 748 | $49.6K | 0.02% | +40+5.6% | Added |
| BNP Paribas | 765 | $50.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 774 | $51.1K | 0.00% | +24+3.2% | Added |
| Tidemark, LLC | 780 | $51.5K | 0.02% | +500+178.6% | Added |
| Chapman Financial Group, LLC | 786 | $51.9K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 789 | $52.0K | 0.03% | −30−3.7% | Reduced |
| Bruce G. Allen Investments, LLC | 804 | $53.1K | 0.04% | −8−1.0% | Reduced |
| Corsicana & Co. | 815 | $53.8K | 0.03% | +815 | New |
| Nalls Sherbakoff Group, LLC | 825 | $54.5K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 842 | $55.6K | 0.03% | 00.0% | Unchanged |
| Bulwark Capital Corp | 846 | $55.9K | 0.04% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 854 | $56.0K | 0.00% | +854 | New |
| Tortoise Investment Management, LLC | 854 | $56.4K | 0.01% | +29+3.5% | Added |
| Pacifica Partners Inc. | 864 | $57.3K | 0.02% | +210+32.1% | Added |
| Evolution Wealth Management Inc. | 876 | $57.9K | 0.06% | −107−10.9% | Reduced |
| True Wealth Design, LLC | 895 | $59.1K | 0.02% | +519+138.0% | Added |
| New Millennium Group LLC | 906 | $59.9K | 0.03% | +890+5,562.5% | Added |
| Private Wealth Management Group, LLC | 915 | $60.4K | 0.02% | −104−10.2% | Reduced |
| Colonial Trust Advisors | 936 | $61.8K | 0.00% | −274−22.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 974 | $64.6K | 0.00% | +135+16.1% | Added |
| New England Capital Financial Advisors LLC | 992 | $65.6K | 0.03% | +15+1.5% | Added |
| SOA Wealth Advisors, LLC. | 996 | $65.8K | 0.01% | +11+1.1% | Added |
| Pingora Partners LLC | 1,000 | $66.1K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,028 | $67.9K | 0.01% | +23+2.3% | Added |
| Sarver Vrooman Wealth Advisors | 1,029 | $68.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,033 | $68.3K | 0.04% | +17+1.7% | Added |
| Lavaca Capital LLC | 1,038 | $68.5K | 0.01% | +7+0.7% | Added |
| Glen Eagle Advisors, LLC | 1,049 | $69.3K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,050 | $69.4K | 0.02% | −477−31.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,050 | $69.4K | 0.02% | 00.0% | Unchanged |
| Copia Wealth Management | 1,063 | $70.2K | 0.05% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,064 | $70.3K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,067 | $70.5K | 0.00% | +26+2.5% | Added |
| Pandora Wealth, Inc. | 1,096 | $72.4K | 0.04% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,111 | $73.4K | 0.02% | +190+20.6% | Added |
| Flagship Wealth Advisors, LLC | 1,112 | $73.5K | 0.02% | +12+1.1% | Added |
| Itau Unibanco Holding S.A. | 1,129 | $74.6K | 0.00% | −50−4.2% | Reduced |
| Hopwood Financial Services, Inc. | 1,131 | $74.7K | 0.05% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,144 | $75.6K | 0.05% | −44−3.7% | Reduced |
| Redmont Wealth Advisors LLC | 1,151 | $76.0K | 0.11% | +86+8.1% | Added |
| Tacita Capital Inc | 1,187 | $78.4K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 1,190 | $79.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,200 | $79.3K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,220 | $80.6K | 0.08% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,233 | $81.5K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,244 | $82.2K | 0.02% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,250 | $82.6K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,250 | $82.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,262 | $83.4K | 0.02% | +356+39.3% | Added |