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 |
|---|---|---|---|---|---|
| Capital Insight Partners, LLC | 3,475 | $229.6K | 0.04% | −104−2.9% | Reduced |
| DT Investment Partners, LLC | 3,479 | $229.8K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,931 | $230.5K | 0.01% | +3,931 | New |
| Steadtrust LLC | 3,492 | $230.7K | 0.16% | +10.0% | Added |
| River Street Advisors LLC | 3,494 | $230.8K | 0.09% | −45−1.3% | Reduced |
| Trust Co of Oklahoma | 3,495 | $230.9K | 0.07% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 3,489 | $231.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,500 | $231.0K | 0.00% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 3,498 | $231.1K | 0.16% | −107−3.0% | Reduced |
| Acima Private Wealth, LLC | 3,501 | $231.3K | 0.07% | +49+1.4% | Added |
| NDVR, Inc. | 3,504 | $231.5K | 0.19% | −224−6.0% | Reduced |
| Ingalls & Snyder LLC | 3,506 | $232.0K | 0.01% | −400−10.2% | Reduced |
| GatePass Capital, LLC | 3,530 | $233.2K | 0.13% | −24−0.7% | Reduced |
| Y.D. More Investments Ltd | 3,533 | $233.4K | 0.01% | −983−21.8% | Reduced |
| Drum Hill Capital, LLC | 3,533 | $233.4K | 0.25% | +12+0.3% | Added |
| WealthShield Partners, LLC | 3,535 | $233.5K | 0.03% | −127−3.5% | Reduced |
| Boston Partners | 3,488 | $234.1K | 0.00% | +3,488 | New |
| Gryphon Financial Partners LLC | 3,546 | $234.3K | 0.03% | +3,546 | New |
| Piscataqua Savings Bank | 3,547 | $234.3K | 0.18% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 3,550 | $234.5K | 0.07% | 00.0% | Unchanged |
| Scientech Research LLC | 3,554 | $234.8K | 0.08% | +3,554 | New |
| Drive Wealth Management, LLC | 3,501 | $234.9K | 0.05% | +3,501 | New |
| CapWealth Advisors, LLC | 3,557 | $235.0K | 0.02% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 3,563 | $235.4K | 0.15% | +95+2.7% | Added |
| Sunbeam Capital Management, LLC | 3,511 | $235.6K | 0.15% | +27+0.8% | Added |
| Aries Wealth Management | 3,570 | $235.8K | 0.06% | 00.0% | Unchanged |
| Jacobsen Capital Management | 3,587 | $237.0K | 0.08% | +152+4.4% | Added |
| FNY Investment Advisers, LLC | 3,600 | $237.0K | 0.08% | −9,657−72.8% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,607 | $237.1K | 0.07% | +3,607 | New |
| Invesco, LLC | 3,590 | $237.2K | 0.08% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 3,592 | $237.3K | 0.07% | +3,592 | New |
| Foundation Wealth Management, LLC | 3,595 | $237.5K | 0.15% | +3,595 | New |
| Optivise Advisory Services LLC | 3,597 | $237.6K | 0.14% | +3,597 | New |
| M. Kraus & Co | 3,600 | $237.8K | 0.07% | 00.0% | Unchanged |
| Benin Management CORP | 3,602 | $237.9K | 0.06% | 00.0% | Unchanged |
| JSF Financial, LLC | 3,607 | $238.3K | 0.05% | +13+0.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 3,618 | $239.0K | 0.08% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 3,576 | $240.0K | 0.18% | −96−2.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,643 | $240.7K | 0.04% | −718−16.5% | Reduced |
| Harbour Trust & Investment Management Co | 3,647 | $240.9K | 0.02% | −2,150−37.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,652 | $241.3K | 0.03% | −20−0.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,655 | $241.4K | 0.05% | +3,655 | New |
| D.B. Root & Company, LLC | 3,657 | $241.6K | 0.06% | +23+0.6% | Added |
| Mach-1 Financial Group, Inc. | 3,658 | $241.7K | 0.04% | +3,658 | New |
| Integrity Advisory Solutions, LLC | 3,658 | $241.7K | 0.04% | +3,658 | New |
| Northeast Investment Management | 3,659 | $241.7K | 0.01% | −671−15.5% | Reduced |
| Fiduciary Family Office, LLC | 3,663 | $242.0K | 0.07% | −1,382−27.4% | Reduced |
| Emergent Wealth Advisors, LLC | 3,674 | $242.7K | 0.14% | +204+5.9% | Added |
| Garrett Wealth Advisory Group, LLC | 3,679 | $243.1K | 0.05% | −78−2.1% | Reduced |
| Adirondack Trust Co | 3,683 | $243.3K | 0.08% | +103+2.9% | Added |
| Altus Wealth Group LLC | 3,688 | $243.6K | 0.10% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,655 | $245.3K | 0.02% | +7+0.2% | Added |
| Fountainhead AM, LLC | 3,716 | $245.5K | 0.03% | +3,716 | New |
| Mirador Capital Partners LP | 3,732 | $246.5K | 0.03% | +3,732 | New |
| Jeppson Wealth Management, LLC | 3,735 | $246.7K | 0.08% | −650−14.8% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,737 | $246.9K | 0.18% | +27+0.7% | Added |
| Cranbrook Wealth Management, LLC | 3,738 | $247.0K | 0.05% | +2,291+158.3% | Added |
| Fortem Financial Group, LLC | 3,744 | $247.3K | 0.07% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3,744 | $247.4K | 0.11% | +6+0.2% | Added |
| Triangle Securities Wealth Management | 3,753 | $247.9K | 0.06% | +3,753 | New |
| Edge Financial Advisors LLC | 3,764 | $248.7K | 0.11% | +26+0.7% | Added |
| Pinkerton Retirement Specialists, LLC | 3,766 | $248.8K | 0.03% | +3,766 | New |
| Rakuten Securities, Inc. | 3,775 | $249.4K | 0.09% | +750+24.8% | Added |
| Keating Investment Counselors Inc | 3,797 | $250.8K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 3,799 | $250.9K | 0.08% | +1,141+42.9% | Added |
| Cardiff Park Advisors, LLC | 3,802 | $251.2K | 0.02% | +82+2.2% | Added |
| Worth Asset Management, LLC | 3,804 | $251.3K | 0.11% | +48+1.3% | Added |
| Cambridge Advisors Inc. | 3,816 | $252.1K | 0.05% | +18+0.5% | Added |
| Perfromance Wealth Partners, LLC | 3,832 | $253.1K | 0.01% | +10.0% | Added |
| Shum Financial Group, Inc. | 3,843 | $253.9K | 0.19% | +3,843 | New |
| Heartwood Wealth Advisors LLC | 3,848 | $254.2K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3,852 | $254.5K | 0.12% | +3,343+656.8% | Added |
| Grant Private Wealth Management Inc | 3,862 | $255.1K | 0.16% | −1,694−30.5% | Reduced |
| Claris Financial LLC | 3,875 | $256.0K | 0.15% | +3,875 | New |
| Horizon Investment Services, LLC | 3,879 | $256.3K | 0.10% | +199+5.4% | Added |
| Portfolio Design Labs, LLC | 3,880 | $256.3K | 0.04% | −58,874−93.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,888 | $256.8K | 0.01% | −420−9.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,893 | $257.2K | 0.04% | +393+11.2% | Added |
| BostonPremier Wealth LLC | 3,904 | $257.9K | 0.13% | +3+0.1% | Added |
| Capital Advisors, Ltd. LLC | 3,921 | $259.0K | 0.03% | +72+1.9% | Added |
| Smith Asset Management Co., LLC | 3,921 | $259.0K | 0.22% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 3,922 | $259.1K | 0.04% | 00.0% | Unchanged |
| Napa Wealth Management | 3,929 | $259.6K | 0.12% | −43,149−91.7% | Reduced |
| Binnacle Investments Inc | 3,931 | $259.7K | 0.15% | +197+5.3% | Added |
| Adams Wealth Management | 3,945 | $260.6K | 0.06% | −718−15.4% | Reduced |
| CacheTech Inc. | 3,945 | $260.6K | 0.05% | −718−15.4% | Reduced |
| Mezzasalma Advisors, LLC | 3,958 | $261.5K | 0.07% | +223+6.0% | Added |
| Uhlmann Price Securities, LLC | 3,962 | $261.8K | 0.16% | +231+6.2% | Added |
| Westside Investment Management, Inc. | 3,963 | $261.9K | 0.04% | +147+3.9% | Added |
| Thrive Wealth Management, LLC | 3,964 | $261.9K | 0.04% | +182+4.8% | Added |
| Talisman Wealth Advisors LLC | 3,967 | $262.0K | 0.22% | +4+0.1% | Added |
| Weaver Consulting Group | 3,971 | $262.3K | 0.07% | −225−5.4% | Reduced |
| First Financial Corp | 3,974 | $262.5K | 0.10% | −305−7.1% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 3,975 | $262.6K | 0.16% | +189+5.0% | Added |
| Coastwise Capital Group, LLC | 3,976 | $262.7K | 0.18% | −2,018−33.7% | Reduced |
| Keyvantage Wealth, LLC | 3,976 | $262.7K | 0.11% | −319−7.4% | Reduced |
| Motiv8 Investments LLC | 3,977 | $262.7K | 0.14% | +3,977 | New |
| Patten Group, Inc. | 3,986 | $263.3K | 0.05% | +21+0.5% | Added |
| Intrepid Capital Management Inc | 4,000 | $264.2K | 0.10% | −250−5.9% | Reduced |
| Garrison Point Advisors, LLC | 4,026 | $266.0K | 0.11% | +26+0.7% | Added |