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 |
|---|---|---|---|---|---|
| Okabena Investment Services Inc | 3,060 | $202.1K | 0.04% | +3,060 | New |
| Warwick Investment Management, Inc. | 3,064 | $202.4K | 0.04% | +3,064 | New |
| Parvin Asset Management, LLC | 3,065 | $202.5K | 0.18% | −1,165−27.5% | Reduced |
| First National Bank of Hutchinson | 3,067 | $202.6K | 0.11% | +3,067 | New |
| CFS Investment Advisory Services, LLC | 3,141 | $203.1K | 0.02% | +3,141 | New |
| Quadrant Private Wealth Management, LLC | 3,029 | $203.3K | 0.04% | +3,029 | New |
| Ballast, Inc. | 3,077 | $203.3K | 0.05% | +3,077 | New |
| City Holding Co | 3,081 | $203.5K | 0.03% | +901+41.3% | Added |
| Axecap Investments, LLC | 3,082 | $203.6K | 0.13% | +3,082 | New |
| Waterfront Wealth Inc. | 3,166 | $203.8K | 0.04% | +3,166 | New |
| American Trust | 3,093 | $204.3K | 0.02% | +3,093 | New |
| Rodgers & Associates, LTD | 3,105 | $205.1K | 0.02% | +3,105 | New |
| Key Financial Inc | 3,099 | $205.4K | 0.04% | +133+4.5% | Added |
| Moseley Investment Management Inc | 3,110 | $205.4K | 0.06% | +3,110 | New |
| tru Independence LLC | 3,110 | $205.5K | 0.05% | +3,110 | New |
| Gibbs Wealth Management | 3,121 | $206.2K | 0.05% | −393−11.2% | Reduced |
| Bravias Capital Group, LLC | 3,123 | $206.3K | 0.14% | +3,123 | New |
| Global Strategic Investment Solutions, LLC | 3,125 | $206.4K | 0.02% | +3,125 | New |
| Bernardo Wealth Planning LLC | 3,130 | $206.8K | 0.04% | +3,130 | New |
| Aspire Capital Advisors LLC | 3,143 | $207.6K | 0.05% | +3,143 | New |
| Dumont & Blake Investment Advisors LLC | 3,143 | $207.6K | 0.05% | +3,143 | New |
| Ade, LLC | 3,144 | $207.7K | 0.10% | −300−8.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,146 | $207.9K | 0.00% | −9−0.3% | Reduced |
| Stonebridge Capital Advisors LLC | 3,150 | $208.1K | 0.01% | −410−11.5% | Reduced |
| Rede Wealth, LLC | 3,115 | $209.1K | 0.16% | +3,115 | New |
| Eagle Bay Advisors LLC | 3,115 | $209.1K | 0.16% | +3,115 | New |
| Latitude Advisors, LLC | 3,173 | $209.6K | 0.10% | +3,173 | New |
| STAR Financial Bank | 3,181 | $210.1K | 0.12% | +3,181 | New |
| Kozak & Associates, Inc. | 3,618 | $210.3K | 0.04% | +53+1.5% | Added |
| Lockerman Financial Group, Inc. | 3,185 | $210.4K | 0.27% | +3,185 | New |
| FSM Wealth Advisors, LLC | 3,193 | $211.0K | 0.03% | +3,193 | New |
| Cary Street Partner Investment Advisory LLC | 3,194 | $211.0K | 0.09% | +109+3.5% | Added |
| Birinyi Associates Inc | 3,200 | $211.0K | 0.05% | +3,200 | New |
| Chickasaw Capital Management LLC | 3,200 | $211.0K | 0.01% | +3,200 | New |
| Mathes Company, Inc. | 3,200 | $211.0K | 0.08% | +3,200 | New |
| Edge Wealth Management LLC | 3,200 | $211.4K | 0.04% | +3,200 | New |
| Scott & Selber, Inc. | 3,203 | $211.6K | 0.05% | +3,203 | New |
| Affinity Wealth Management LLC | 3,204 | $211.7K | 0.03% | +3,204 | New |
| Naviter Wealth, LLC | 3,163 | $212.3K | 0.02% | −456−12.6% | Reduced |
| Redwood Wealth Management Group, LLC | 3,216 | $212.4K | 0.09% | +3,216 | New |
| Bullock Wealth Management Group | 3,207 | $212.6K | 0.11% | −206−6.0% | Reduced |
| Blue Chip Partners, Inc. | 3,219 | $212.7K | 0.02% | +3,219 | New |
| FDx Advisors, Inc. | 3,775 | $213.0K | 0.06% | +3,775 | New |
| Sculati Wealth Management, LLC | 3,225 | $213.0K | 0.08% | +3,225 | New |
| Marex Group plc | 3,227 | $213.2K | 0.00% | +3,227 | New |
| Madison Asset Management, LLC | 3,230 | $213.4K | 0.00% | +3,230 | New |
| Thompson Investment Management, Inc. | 3,248 | $214.6K | 0.03% | −100−3.0% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,201 | $214.6K | 0.05% | +3,201 | New |
| Manning & Napier Advisors LLC | 3,270 | $214.7K | 0.00% | +3,270 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,250 | $215.0K | 0.06% | 00.0% | Unchanged |
| Warner Financial, Inc | 3,250 | $215.0K | 0.08% | +3,250 | New |
| Medallion Wealth Advisors, LLC | 3,264 | $215.6K | 0.08% | −296−8.3% | Reduced |
| Chilton Investment Co LLC | 3,267 | $215.8K | 0.00% | +3,267 | New |
| Old North State Trust, LLC | 3,277 | $216.0K | 0.13% | +3,277 | New |
| Parsons Capital Management Inc | 3,274 | $216.3K | 0.01% | +3,274 | New |
| Investors Research Corp | 3,275 | $216.3K | 0.04% | −5,122−61.0% | Reduced |
| Northeast Financial Group, Inc. | 3,277 | $216.5K | 0.05% | +3,277 | New |
| Fedenia Advisers LLC | 3,283 | $216.9K | 0.09% | +3,283 | New |
| Yoder Wealth Management, Inc. | 3,284 | $216.9K | 0.10% | −150−4.4% | Reduced |
| Aspire Private Capital, LLC | 3,287 | $217.1K | 0.05% | +3,287 | New |
| Asset Advisors Investment Management, LLC | 3,300 | $218.0K | 0.02% | +3,300 | New |
| Torrey Growth & Income Advisors | 3,300 | $218.0K | 0.06% | +3,300 | New |
| Eubel Brady & Suttman Asset Management Inc | 3,301 | $218.0K | 0.03% | +3,301 | New |
| Phillips Financial Management, LLC | 3,301 | $218.1K | 0.01% | +3,301 | New |
| CNB Bank | 3,312 | $218.8K | 0.09% | −17−0.5% | Reduced |
| Garde Capital, Inc. | 3,315 | $219.0K | 0.01% | +16+0.5% | Added |
| Simon Quick Advisors, LLC | 3,318 | $219.2K | 0.01% | +3,318 | New |
| Donald L. Hagan, LLC | 3,321 | $219.4K | 0.11% | +3,321 | New |
| Revolve Wealth Partners, LLC | 3,337 | $220.5K | 0.03% | +3,337 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,339 | $220.6K | 0.11% | +3,339 | New |
| Tred Avon Family Wealth, LLC | 3,339 | $220.6K | 0.08% | +3,339 | New |
| Post Resch Tallon Group Inc. | 3,344 | $220.9K | 0.20% | +3,344 | New |
| AdviceOne Advisory Services, LLC | 3,348 | $221.1K | 0.15% | +3,348 | New |
| Magnolia Private Wealth, LLC | 3,355 | $221.6K | 0.16% | +3,355 | New |
| Marshall Financial Group Inc | 3,358 | $221.8K | 0.06% | +3,358 | New |
| Wellspring Financial Advisors, LLC | 3,361 | $222.0K | 0.02% | +3,361 | New |
| Vanguard Capital Wealth Advisors | 3,361 | $222.0K | 0.18% | +3,361 | New |
| Prelude Capital Management, LLC | 3,366 | $222.4K | 0.02% | −9,917−74.7% | Reduced |
| Peddock Capital Advisors, LLC | 3,367 | $222.4K | 0.05% | +3,367 | New |
| Acorns Advisers, LLC | 3,377 | $223.0K | 0.00% | +3,377 | New |
| Ellerson Group Inc | 3,395 | $224.3K | 0.14% | −300−8.1% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,400 | $224.6K | 0.14% | −407−10.7% | Reduced |
| Partners in Financial Planning | 3,400 | $224.6K | 0.04% | +3,400 | New |
| Alexander Labrunerie & Co., Inc. | 3,402 | $224.8K | 0.08% | −1,064−23.8% | Reduced |
| Doheny Asset Management | 3,400 | $225.0K | 0.14% | +3,400 | New |
| Claro Advisors LLC | 3,406 | $225.0K | 0.03% | +3,406 | New |
| BKM Wealth Management, LLC | 3,410 | $225.3K | 0.08% | 00.0% | Unchanged |
| GreatBanc Trust CO | 3,440 | $227.2K | 0.16% | +3,440 | New |
| Lineweaver Wealth Advisors, LLC | 3,444 | $227.5K | 0.03% | +3,444 | New |
| JFS Wealth Advisors, LLC | 3,448 | $227.8K | 0.01% | +158+4.8% | Added |
| Conscious Wealth Investments, LLC | 4,042 | $227.9K | 0.14% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,450 | $227.9K | 0.07% | +400+13.1% | Added |
| PFS Partners, LLC | 3,452 | $228.0K | 0.11% | +69+2.0% | Added |
| Hudock, Inc. | 3,455 | $228.3K | 0.03% | +12+0.3% | Added |
| Nilsine Partners, LLC | 3,459 | $228.5K | 0.02% | +3,459 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 3,405 | $228.5K | 0.08% | +3,405 | New |
| Nadler Financial Group, Inc. | 3,460 | $228.6K | 0.02% | +12+0.3% | Added |
| SevenBridge Financial Group, LLC | 3,950 | $229.3K | 0.04% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 3,471 | $229.3K | 0.01% | +3,471 | New |
| One Charles Private Wealth Services, LLC | 3,471 | $229.3K | 0.06% | +22+0.6% | Added |