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 |
|---|---|---|---|---|---|
| Vicus Capital | 4,608 | $304.4K | 0.02% | −434−8.6% | Reduced |
| Barlow Wealth Partners, Inc. | 4,741 | $305.5K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,553 | $305.6K | 0.01% | −1,800−28.3% | Reduced |
| Carolina Wealth Advisors, LLC | 4,631 | $305.9K | 0.13% | +2,860+161.5% | Added |
| Mosaic Family Wealth Partners, LLC | 4,660 | $306.0K | 0.04% | −77−1.6% | Reduced |
| High Net Worth Advisory Group LLC | 4,639 | $306.5K | 0.07% | +90+2.0% | Added |
| Clear Harbor Asset Management, LLC | 4,640 | $306.5K | 0.02% | 00.0% | Unchanged |
| Finward Bancorp | 4,642 | $306.6K | 0.23% | −76−1.6% | Reduced |
| Onefund, LLC | 4,642 | $306.7K | 0.20% | +158+3.5% | Added |
| Retirement Planning Co of New England, Inc. | 4,653 | $307.4K | 0.12% | +148+3.3% | Added |
| Mairs & Power Inc | 4,659 | $307.8K | 0.00% | −497−9.6% | Reduced |
| Longboard Asset Management, LP | 4,667 | $308.3K | 0.50% | 00.0% | Unchanged |
| Meritage Portfolio Management | 4,676 | $308.9K | 0.02% | +54+1.2% | Added |
| Shulman DeMeo Asset Management LLC | 4,681 | $309.2K | 0.07% | −1,427−23.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,636 | $309.3K | 0.06% | +1,568+51.1% | Added |
| Robertson Stephens Wealth Management, LLC | 4,609 | $309.4K | 0.01% | −1,270−21.6% | Reduced |
| Canvas Wealth Advisors, LLC | 4,708 | $309.5K | 0.06% | +780+19.9% | Added |
| Prostatis Group LLC | 4,685 | $309.5K | 0.08% | +82+1.8% | Added |
| J. L. Bainbridge & Co., Inc. | 4,692 | $309.9K | 0.03% | +41+0.9% | Added |
| Richardson Financial Services Inc. | 4,696 | $310.2K | 0.19% | +71+1.5% | Added |
| Wheelhouse Advisory Group LLC | 4,709 | $311.1K | 0.13% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 4,726 | $312.2K | 0.02% | +102+2.2% | Added |
| Griffith & Werner, Inc. | 5,427 | $312.3K | 0.16% | +5,427 | New |
| Quarry LP | 4,738 | $313.0K | 0.08% | −2,652−35.9% | Reduced |
| Buck Wealth Strategies, LLC | 4,754 | $314.0K | 0.04% | −1,942−29.0% | Reduced |
| Axq Capital, LP | 4,757 | $314.2K | 0.12% | +4,757 | New |
| Sharp Financial Services, LLC | 4,768 | $315.0K | 0.17% | +100+2.1% | Added |
| Frisch Financial Group, Inc. | 4,693 | $315.0K | 0.07% | +77+1.7% | Added |
| Novem Group | 4,775 | $315.4K | 0.04% | +49+1.0% | Added |
| JB Capital LLC | 4,780 | $315.8K | 0.01% | +117+2.5% | Added |
| Davis R M Inc | 4,783 | $315.9K | 0.01% | −3,780−44.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,783 | $316.0K | 0.03% | +4,783 | New |
| BankPlus Trust Department | 4,787 | $316.2K | 0.08% | +4,604+2,515.8% | Added |
| Signet Financial Management, LLC | 4,801 | $317.2K | 0.04% | −100−2.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,806 | $317.5K | 0.04% | +168+3.6% | Added |
| Atwood & Palmer Inc | 4,808 | $317.6K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4,809 | $317.7K | 0.12% | −395−7.6% | Reduced |
| Silver Coast Investments LLC | 4,811 | $317.8K | 0.11% | −1,815−27.4% | Reduced |
| Aegis Wealth Management LLC | 4,823 | $318.6K | 0.17% | −1,601−24.9% | Reduced |
| Act Wealth Management, LLC | 4,825 | $318.7K | 0.11% | −75−1.5% | Reduced |
| Element Wealth, LLC | 4,826 | $318.8K | 0.14% | +261+5.7% | Added |
| Keb Asset Management, LLC | 4,841 | $319.8K | 0.07% | +632+15.0% | Added |
| Beckerman Institutional, LLC | 4,841 | $319.8K | 0.19% | 00.0% | Unchanged |
| Sageworth Trust Co | 4,847 | $320.2K | 0.01% | +4,847 | New |
| Sonata Capital Group Inc | 4,864 | $321.0K | 0.12% | −100−2.0% | Reduced |
| Lighthouse Investment Partners, LLC | 4,869 | $321.6K | 0.01% | −2,079−29.9% | Reduced |
| Asset Dedication, LLC | 4,869 | $321.6K | 0.02% | +3,920+413.1% | Added |
| Banque Cantonale Vaudoise | 4,890 | $323.0K | 0.01% | 00.0% | Unchanged |
| United Bank | 4,895 | $323.4K | 0.11% | +66+1.4% | Added |
| Operose Advisors LLC | 4,900 | $323.7K | 0.08% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 4,900 | $323.7K | 0.42% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 4,914 | $324.6K | 0.03% | −2,775−36.1% | Reduced |
| Emprise Bank | 4,915 | $324.7K | 0.14% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4,918 | $324.9K | 0.12% | 00.0% | Unchanged |
| Optas, LLC | 4,923 | $325.2K | 0.06% | +407+9.0% | Added |
| Midwest Heritage Bank, FSB | 4,925 | $325.4K | 0.12% | +107+2.2% | Added |
| Financial Advisory Service, Inc. | 4,926 | $325.4K | 0.02% | +42+0.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,955 | $325.7K | 0.12% | +314+6.8% | Added |
| Elmwood Wealth Management, Inc. | 4,930 | $325.7K | 0.12% | +380+8.4% | Added |
| BSW Wealth Partners | 4,943 | $326.5K | 0.04% | +32+0.7% | Added |
| Florida Financial Advisors, LLC | 4,943 | $326.6K | 0.10% | +4+0.1% | Added |
| Souders Financial Advisors | 4,946 | $326.7K | 0.04% | +469+10.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,948 | $327.0K | 0.00% | +57+1.2% | Added |
| NFP Retirement, Inc. | 4,957 | $327.5K | 0.02% | +67+1.4% | Added |
| Cypress Wealth Services, LLC | 4,961 | $327.7K | 0.05% | −86−1.7% | Reduced |
| Toth Financial Advisory Corp | 4,969 | $328.3K | 0.04% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,973 | $328.5K | 0.02% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 4,906 | $328.6K | 0.06% | +4,906 | New |
| Oak Harbor Wealth Partners, LLC | 4,975 | $328.6K | 0.08% | 00.0% | Unchanged |
| GDS Wealth Management | 4,983 | $329.2K | 0.02% | +4,983 | New |
| Beaumont Financial Advisors, LLC | 4,983 | $329.2K | 0.02% | +24+0.5% | Added |
| Greenhouse Wealth Management, LLC | 4,992 | $329.8K | 0.20% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4,996 | $330.1K | 0.02% | +4,996 | New |
| Forthright Family Wealth Advisory LLC | 5,000 | $330.3K | 0.20% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 5,000 | $330.3K | 0.28% | 00.0% | Unchanged |
| BIP Wealth, LLC | 5,016 | $331.4K | 0.02% | +5,016 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,046 | $333.3K | 0.12% | −524−9.4% | Reduced |
| Morris Retirement Advisors, LLC | 5,051 | $333.7K | 0.15% | −77−1.5% | Reduced |
| Tableaux LLC | 5,064 | $334.5K | 0.13% | +5,064 | New |
| Centurion Wealth Management LLC | 5,072 | $335.1K | 0.08% | +1,104+27.8% | Added |
| Next Capital Management LLC | 5,076 | $335.3K | 0.11% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 5,078 | $335.5K | 0.04% | +3+0.1% | Added |
| Morris Financial Concepts, Inc. | 5,085 | $335.9K | 0.12% | +1,595+45.7% | Added |
| Tarbox Family Office, Inc. | 5,087 | $336.1K | 0.05% | +20+0.4% | Added |
| Moss Adams Wealth Advisors LLC | 5,011 | $336.2K | 0.03% | +184+3.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,110 | $337.6K | 0.07% | 00.0% | Unchanged |
| OMC Financial Services LTD | 5,126 | $338.6K | 0.13% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 5,140 | $339.5K | 0.22% | +80+1.6% | Added |
| Compton Financial Group, LLC | 5,152 | $340.4K | 0.08% | +312+6.4% | Added |
| Landing Point Financial Group, LLC | 5,153 | $340.4K | 0.18% | +5,153 | New |
| Mosaic Financial Group, LLC | 5,169 | $341.0K | 0.24% | 00.0% | Unchanged |
| Sentry LLC | 5,167 | $341.3K | 0.08% | −2,820−35.3% | Reduced |
| Northwest Wealth Management, LLC | 5,171 | $341.6K | 0.06% | +486+10.4% | Added |
| Forza Wealth Management, LLC | 5,172 | $341.7K | 0.13% | +438+9.3% | Added |
| Kensington Investment Counsel, LLC | 5,174 | $341.8K | 0.14% | −13−0.3% | Reduced |
| Charter Trust Co | 5,175 | $341.9K | 0.02% | −481−8.5% | Reduced |
| Barry Investment Advisors, LLC | 5,180 | $342.2K | 0.08% | +44+0.9% | Added |
| Counterpoint Mutual Funds LLC | 5,187 | $342.7K | 0.03% | +5,187 | New |
| Van Hulzen Asset Management, LLC | 5,187 | $342.7K | 0.03% | +300+6.1% | Added |
| Intelligence Driven Advisers, LLC | 5,193 | $343.1K | 0.05% | −411−7.3% | Reduced |