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 |
|---|---|---|---|---|---|
| Fearless Solutions, LLC dba Best Invest | 4,030 | $266.2K | 0.17% | +51+1.3% | Added |
| SIMA Wealth Partners, LLC | 4,053 | $267.7K | 0.20% | −470−10.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 4,057 | $268.0K | 0.13% | −1,702−29.6% | Reduced |
| Future Financial Wealth Managment LLC | 4,058 | $268.1K | 0.17% | 00.0% | Unchanged |
| Baker Boyer National Bank | 4,060 | $268.2K | 0.09% | +281+7.4% | Added |
| Stockman Wealth Management, Inc. | 4,063 | $268.4K | 0.03% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 4,066 | $268.6K | 0.05% | +238+6.2% | Added |
| Holistic Planning, LLC | 4,073 | $269.1K | 0.07% | −126−3.0% | Reduced |
| Crew Capital Management, Ltd. | 4,076 | $269.2K | 0.18% | +39+1.0% | Added |
| Huntleigh Advisors, Inc. | 4,078 | $269.4K | 0.05% | +205+5.3% | Added |
| Providence Financial Advisors, LLC | 4,079 | $269.5K | 0.26% | +4,079 | New |
| Vantage Point Financial LLC | 4,079 | $269.5K | 0.10% | −3−0.1% | Reduced |
| Sweeney & Michel, LLC | 4,055 | $269.8K | 0.09% | +45+1.1% | Added |
| Strategic Investment Solutions, Inc. | 4,087 | $270.0K | 0.07% | +26+0.6% | Added |
| MEMBERS Trust Co | 4,097 | $270.6K | 0.01% | +220+5.7% | Added |
| C2C Wealth Management, LLC | 4,104 | $271.1K | 0.23% | −100−2.4% | Reduced |
| Umpqua Bank | 4,182 | $271.3K | 0.08% | +699+20.1% | Added |
| W Advisors, LLC | 4,130 | $272.8K | 0.14% | +20.0% | Added |
| Roundview Capital LLC | 4,137 | $273.3K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,210 | $275.0K | 0.18% | −907−17.7% | Reduced |
| Carr Financial Group Corp | 4,165 | $275.1K | 0.08% | +55+1.3% | Added |
| McAdam, LLC | 4,166 | $275.2K | 0.01% | −658−13.6% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 4,170 | $275.5K | 0.17% | +20+0.5% | Added |
| Horizon Wealth Management, LLC | 4,175 | $275.8K | 0.04% | +8+0.2% | Added |
| NWF Advisory Services Inc. | 4,176 | $275.9K | 0.03% | −65−1.5% | Reduced |
| Arvest Bank Trust Division | 4,185 | $276.5K | 0.02% | −568−12.0% | Reduced |
| V2 Financial group LLC | 4,200 | $277.5K | 0.15% | −3,095−42.4% | Reduced |
| Yacktman Asset Management LP | 4,200 | $277.5K | 0.00% | −700−14.3% | Reduced |
| Quent Capital, LLC | 4,204 | $277.7K | 0.02% | −71−1.7% | Reduced |
| Gateway Wealth Partners, LLC | 4,215 | $278.5K | 0.04% | +4,215 | New |
| BXM Wealth LLC | 4,218 | $278.6K | 0.26% | +4,218 | New |
| First Heartland Consultants, Inc. | 4,221 | $278.9K | 0.02% | +205+5.1% | Added |
| Ellis Investment Partners, LLC | 4,231 | $279.5K | 0.05% | +75+1.8% | Added |
| Indie Asset Partners, LLC | 4,236 | $279.9K | 0.37% | +20.0% | Added |
| Spinnaker Investment Group, LLC | 4,244 | $280.4K | 0.05% | +4,244 | New |
| SC&H Financial Advisors, Inc. | 4,251 | $280.8K | 0.05% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,257 | $281.2K | 0.02% | −284−6.3% | Reduced |
| Americana Partners, LLC | 4,262 | $281.5K | 0.01% | +4,262 | New |
| Peachtree Investment Partners, LLC | 4,265 | $281.8K | 0.10% | −770−15.3% | Reduced |
| First Citizens Financial Corp | 4,267 | $281.9K | 0.14% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 4,268 | $281.9K | 0.05% | +4,268 | New |
| Insight Advisors, LLC | 4,266 | $282.0K | 0.04% | −139−3.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,278 | $282.6K | 0.06% | 00.0% | Unchanged |
| Rinkey Investments | 4,278 | $282.6K | 0.07% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 4,300 | $283.2K | 0.12% | +4,300 | New |
| Paces Ferry Wealth Advisors, LLC | 4,290 | $283.4K | 0.12% | −139−3.1% | Reduced |
| Cito Capital Group, LLC | 4,228 | $284.0K | 0.08% | +328+8.4% | Added |
| Webster Bank, N. A. | 4,301 | $284.1K | 0.03% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 4,307 | $284.5K | 0.02% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 4,308 | $284.6K | 0.05% | −253−5.5% | Reduced |
| Wall Street Access Asset Management, LLC | 4,310 | $284.7K | 0.07% | +4,310 | New |
| Traphagen Investment Advisors LLC | 4,318 | $285.2K | 0.02% | −526−10.9% | Reduced |
| LeConte Wealth Management, LLC | 4,322 | $285.5K | 0.19% | +4,322 | New |
| LongView Wealth Management | 4,334 | $286.3K | 0.08% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 4,348 | $287.2K | 0.07% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,352 | $287.5K | 0.05% | −136−3.0% | Reduced |
| Rockland Trust Co | 4,365 | $288.4K | 0.01% | −150−3.3% | Reduced |
| Fortitude Family Office, LLC | 4,371 | $288.7K | 0.08% | −509−10.4% | Reduced |
| Capital Investment Counsel, Inc | 4,384 | $289.6K | 0.04% | −500−10.2% | Reduced |
| German American Bancorp, Inc. | 4,394 | $290.3K | 0.03% | +500+12.8% | Added |
| American Capital Advisory, LLC | 4,396 | $290.4K | 0.13% | −20.0% | Reduced |
| Kercheville Advisors, LLC | 4,397 | $290.4K | 0.09% | +156+3.7% | Added |
| RMR Wealth Builders | 4,397 | $290.5K | 0.02% | +641+17.1% | Added |
| Hills Bank & Trust Co | 4,399 | $290.6K | 0.02% | 00.0% | Unchanged |
| Baxter Bros Inc | 4,400 | $290.7K | 0.03% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 4,403 | $290.9K | 0.06% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 4,404 | $290.9K | 0.06% | +25+0.6% | Added |
| Sovereign Financial Group, Inc. | 4,404 | $291.0K | 0.05% | −267−5.7% | Reduced |
| Banco Santander, S.A. | 4,412 | $291.5K | 0.00% | −815−15.6% | Reduced |
| Orca Wealth Management, LLC | 4,413 | $291.5K | 0.22% | −84−1.9% | Reduced |
| Allie Family Office LLC | 4,415 | $291.7K | 0.14% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,419 | $291.9K | 0.06% | −37−0.8% | Reduced |
| First United Bank Trust | 4,425 | $292.3K | 0.09% | −111−2.4% | Reduced |
| Maxele Advisors, LLC | 4,427 | $292.4K | 0.25% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 4,399 | $292.5K | 0.30% | −100−2.2% | Reduced |
| Strait & Sound Wealth Management LLC | 4,439 | $293.2K | 0.11% | −470−9.6% | Reduced |
| Lloyd Advisory Services, LLC. | 4,442 | $293.5K | 0.14% | −1,406−24.0% | Reduced |
| Dearborn Partners LLC | 4,455 | $294.3K | 0.01% | 00.0% | Unchanged |
| IAM Advisory, LLC | 4,459 | $294.5K | 0.07% | +507+12.8% | Added |
| ROI Financial Advisors, LLC | 4,462 | $294.8K | 0.18% | +4,462 | New |
| Nicolet Bankshares Inc | 4,466 | $295.0K | 0.05% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,408 | $295.8K | 0.01% | +290+7.0% | Added |
| Prestige Wealth Management Group LLC | 4,412 | $296.1K | 0.06% | +157+3.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,483 | $296.1K | 0.09% | +100+2.3% | Added |
| DF Dent & Co Inc | 4,486 | $296.3K | 0.00% | 00.0% | Unchanged |
| Alteri Wealth LLC | 4,490 | $296.6K | 0.10% | +92+2.1% | Added |
| Alpine Bank Wealth Management | 4,496 | $297.0K | 0.04% | −60−1.3% | Reduced |
| Byrne Asset Management LLC | 4,510 | $297.9K | 0.19% | −255−5.4% | Reduced |
| Hoge Financial Services, LLC | 4,510 | $297.9K | 0.17% | +101+2.3% | Added |
| Trustco Bank Corp N Y | 4,523 | $298.8K | 0.27% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 4,463 | $299.1K | 0.02% | +963+27.5% | Added |
| Vista Investment Partners II, LLC | 4,549 | $300.5K | 0.14% | −4−0.1% | Reduced |
| Chilton Capital Management LLC | 4,553 | $300.8K | 0.01% | −28−0.6% | Reduced |
| Abacus Planning Group, Inc. | 4,568 | $301.7K | 0.04% | 00.0% | Unchanged |
| Nicholson Meyer Capital Management, Inc. | 4,575 | $302.2K | 0.23% | +10.0% | Added |
| Diversify Wealth Management, LLC | 5,347 | $303.0K | 0.02% | +155+3.0% | Added |
| Fairfield, Bush & Co. | 4,589 | $303.1K | 0.16% | −125−2.7% | Reduced |
| Broderick Brian C | 4,597 | $303.7K | 0.06% | −169−3.5% | Reduced |
| Coastline Trust Co | 4,600 | $303.9K | 0.03% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 4,600 | $303.9K | 0.02% | 00.0% | Unchanged |