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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 111,276 | $7.35M | 2.42% | −6,480−5.5% | Reduced |
| Shilanski & Associates, Inc. | 111,773 | $7.38M | 1.96% | +1,741+1.6% | Added |
| Mutual Advisors, LLC | 114,428 | $7.39M | 0.16% | +2,232+2.0% | Added |
| Commonwealth Retirement Investments LLC | 113,021 | $7.47M | 2.54% | +2,084+1.9% | Added |
| Symphony Financial, Ltd. Co. | 114,025 | $7.49M | 0.91% | −807−0.7% | Reduced |
| Principal Street Partners, LLC | 113,736 | $7.51M | 1.20% | −23,896−17.4% | Reduced |
| Hutner Capital Management Inc | 114,174 | $7.54M | 3.19% | +3,280+3.0% | Added |
| HB Wealth Management, LLC | 114,386 | $7.56M | 0.05% | +15,561+15.7% | Added |
| Sequoia Financial Advisors, LLC | 114,851 | $7.59M | 0.05% | +29,001+33.8% | Added |
| Avantax Planning Partners, Inc. | 115,156 | $7.61M | 0.22% | −2,601−2.2% | Reduced |
| Denali Advisors LLC | 116,243 | $7.68M | 0.87% | −21,719−15.7% | Reduced |
| Jain Global LLC | 116,474 | $7.69M | 0.10% | −13,174−10.2% | Reduced |
| Lifeworks Advisors, LLC | 116,510 | $7.70M | 1.03% | +107,256+1,159.0% | Added |
| AlphaCore Capital LLC | 115,504 | $7.75M | 0.26% | +101,648+733.6% | Added |
| Brown Brothers Harriman & Co | 118,375 | $7.82M | 0.05% | +2,280+2.0% | Added |
| CAPROCK Group, Inc. | 116,863 | $7.85M | 0.19% | +116,863 | New |
| Archford Capital Strategies, LLC | 120,127 | $7.94M | 0.94% | +3,171+2.7% | Added |
| Concurrent Investment Advisors, LLC | 120,349 | $7.95M | 0.14% | −6,757−5.3% | Reduced |
| Kennon-Green & Company, LLC | 120,473 | $7.96M | 6.18% | −167−0.1% | Reduced |
| Octavia Wealth Advisors, LLC | 119,540 | $8.02M | 0.80% | +17,543+17.2% | Added |
| Premier Fund Managers Ltd | 123,100 | $8.08M | 0.33% | −13,000−9.6% | Reduced |
| Independent Advisor Alliance | 122,601 | $8.10M | 0.21% | −4,123−3.3% | Reduced |
| KWMG, LLC | 123,923 | $8.19M | 0.72% | +394+0.3% | Added |
| Synovus Financial Corp | 123,959 | $8.19M | 0.09% | +1,498+1.2% | Added |
| Newport Trust Co | 123,998 | $8.19M | 0.02% | −4,525−3.5% | Reduced |
| Mizuho Securities USA LLC | 122,352 | $8.22M | 0.17% | +5,944+5.1% | Added |
| CX Institutional | 128,893 | $8.52M | 0.26% | +12,325+10.6% | Added |
| Bard Financial Services, Inc. | 130,252 | $8.60M | 0.94% | −1,650−1.3% | Reduced |
| Ossiam | 131,255 | $8.67M | 0.11% | +120,106+1,077.3% | Added |
| Inlet Private Wealth, LLC | 132,845 | $8.78M | 1.98% | +333+0.3% | Added |
| Toroso Investments, LLC | 134,545 | $8.89M | 0.04% | −16,781−11.1% | Reduced |
| Yousif Capital Management, LLC | 134,657 | $8.90M | 0.09% | −9,621−6.7% | Reduced |
| Thrivent Financial for Lutherans | 134,707 | $8.90M | 0.02% | +47,964+55.3% | Added |
| ARS Wealth Advisors Group, LLC | 134,981 | $8.92M | 0.88% | +325+0.2% | Added |
| Windle Wealth, LLC | 135,946 | $8.98M | 4.02% | −120.0% | Reduced |
| Northern Oak Wealth Management Inc | 137,691 | $9.10M | 1.12% | +2,890+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 137,720 | $9.10M | 0.05% | −7,175−5.0% | Reduced |
| RSM US Wealth Management LLC | 136,817 | $9.18M | 0.12% | +773+0.6% | Added |
| Group One Trading, L.P. | 141,495 | $9.35M | 0.28% | +92,851+190.9% | Added |
| Merit Financial Group, LLC | 141,729 | $9.36M | 0.09% | +11,830+9.1% | Added |
| Graham Capital Management, L.P. | 141,853 | $9.37M | 0.35% | +103,390+268.8% | Added |
| MAI Capital Management | 141,998 | $9.38M | 0.06% | +6,618+4.9% | Added |
| Rafferty Asset Management, LLC | 143,165 | $9.46M | 0.03% | +433+0.3% | Added |
| Keybank National Association | 144,372 | $9.54M | 0.03% | +10,616+7.9% | Added |
| Public Sector Pension Investment Board | 144,725 | $9.56M | 0.04% | +17,429+13.7% | Added |
| Great Valley Advisor Group, Inc. | 145,302 | $9.60M | 0.19% | −450.0% | Reduced |
| Regal Investment Advisors LLC | 145,656 | $9.62M | 0.63% | −7,031−4.6% | Reduced |
| Arkadios Wealth Advisors | 145,697 | $9.62M | 0.24% | +1,335+0.9% | Added |
| Intact Investment Management Inc. | 146,090 | $9.65M | 0.29% | −39,410−21.2% | Reduced |
| TD Waterhouse Canada Inc. | 161,464 | $9.78M | 0.06% | +4,231+2.7% | Added |
| Auxier Asset Management | 149,499 | $9.88M | 1.38% | −590−0.4% | Reduced |
| KBC Group NV | 151,088 | $9.98M | 0.02% | +9,474+6.7% | Added |
| Snowden Capital Advisors LLC | 150,342 | $10.1M | 0.28% | +1,316+0.9% | Added |
| Hennessy Advisors Inc | 155,900 | $10.3M | 0.36% | −1,000−0.6% | Reduced |
| Huntington National Bank | 156,082 | $10.3M | 0.06% | −217−0.1% | Reduced |
| Dean Investment Associates, LLC | 156,855 | $10.4M | 1.45% | −9,190−5.5% | Reduced |
| Heritage Trust Co | 157,715 | $10.4M | 1.10% | +5,336+3.5% | Added |
| Steel Peak Wealth Management LLC | 155,987 | $10.5M | 0.35% | −15,484−9.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 158,724 | $10.5M | 0.26% | +23,083+17.0% | Added |
| Brevan Howard Capital Management LP | 159,349 | $10.5M | 0.15% | −33,985−17.6% | Reduced |
| Visionary Wealth Advisors | 160,804 | $10.6M | 0.50% | −5,286−3.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 162,664 | $10.7M | 0.32% | +162,664 | New |
| Johnson Financial Group, Inc. | 162,571 | $10.9M | 0.41% | −11,885−6.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 165,693 | $10.9M | 0.12% | −25,747−13.4% | Reduced |
| Kestra Private Wealth Services, LLC | 173,562 | $11.5M | 0.15% | +9,582+5.8% | Added |
| Brinker Capital Investments, LLC | 175,257 | $11.6M | 0.09% | +436+0.2% | Added |
| Viking Fund Management LLC | 177,000 | $11.7M | 1.41% | +1,750+1.0% | Added |
| Old National Bancorp | 177,076 | $11.7M | 0.20% | +15,281+9.4% | Added |
| First National Trust Co | 177,095 | $11.7M | 0.40% | +1,837+1.0% | Added |
| Pathstone Holdings, LLC | 177,178 | $11.7M | 0.04% | +10,037+6.0% | Added |
| J.W. Cole Advisors, Inc. | 179,897 | $11.9M | 0.23% | +313+0.2% | Added |
| Mutual of America Capital Management LLC | 181,785 | $12.0M | 0.13% | −11,103−5.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 183,613 | $12.1M | 0.08% | +29,377+19.0% | Added |
| Ritholtz Wealth Management | 185,444 | $12.3M | 0.24% | +6,067+3.4% | Added |
| Intech Investment Management LLC | 187,212 | $12.4M | 0.11% | −108,018−36.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 187,765 | $12.4M | 0.69% | −2,202−1.2% | Reduced |
| Advisory Services Network, LLC | 191,878 | $12.7M | 0.19% | −5,378−2.7% | Reduced |
| Oregon Public Employees Retirement Fund | 192,005 | $12.7M | 0.17% | +46,416+31.9% | Added |
| Blair William & Co | 192,815 | $12.7M | 0.03% | +525+0.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 193,941 | $12.8M | 2.00% | +4,667+2.5% | Added |
| Ieq Capital, LLC | 194,377 | $12.8M | 0.04% | +178,341+1,112.1% | Added |
| Tectonic Advisors LLC | 198,380 | $13.1M | 0.72% | +9,973+5.3% | Added |
| NEOS Investment Management LLC | 199,009 | $13.1M | 0.10% | +64,870+48.4% | Added |
| Allworth Financial LP | 202,267 | $13.4M | 0.06% | +5,023+2.5% | Added |
| Vident Advisory, LLC | 202,457 | $13.4M | 0.13% | +57,369+39.5% | Added |
| Davenport & Co LLC | 205,854 | $13.6M | 0.07% | −984−0.5% | Reduced |
| Verition Fund Management LLC | 206,119 | $13.6M | 0.08% | +156,449+315.0% | Added |
| Philip James Wealth Mangement, LLC | 207,319 | $13.7M | 1.60% | −12,507−5.7% | Reduced |
| Janus Henderson Group PLC | 207,716 | $13.7M | 0.01% | +65,013+45.6% | Added |
| Busey Wealth Management | 208,000 | $13.7M | 0.38% | +6,571+3.3% | Added |
| Brown Advisory Inc | 208,232 | $13.8M | 0.02% | +4,331+2.1% | Added |
| Private Advisor Group, LLC | 208,556 | $13.8M | 0.07% | +11,077+5.6% | Added |
| Atlantic Union Bankshares Corp | 208,829 | $13.8M | 0.26% | +91,021+77.3% | Added |
| Holocene Advisors, LP | 210,529 | $13.9M | 0.03% | +210,529 | New |
| Canal Capital Management, LLC | 211,286 | $14.0M | 2.10% | −19,697−8.5% | Reduced |
| Guggenheim Capital LLC | 212,205 | $14.0M | 0.10% | +8,467+4.2% | Added |
| Systematic Alpha Investments, LLC | 212,638 | $14.0M | 0.46% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 213,590 | $14.1M | 0.21% | +1,238+0.6% | Added |
| Nissay Asset Management Corp | 214,061 | $14.1M | 0.08% | +2,998+1.4% | Added |
| NorthRock Partners, LLC | 214,938 | $14.2M | 0.26% | −2,850−1.3% | Reduced |