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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 5,214 | $344.4K | 0.01% | +120+2.4% | Added |
| NTV Asset Management LLC | 5,218 | $344.7K | 0.04% | +569+12.2% | Added |
| Lakeridge Wealth Management LLC | 5,220 | $344.8K | 0.15% | −254−4.6% | Reduced |
| Sax Wealth Advisors, LLC | 5,261 | $347.5K | 0.02% | +142+2.8% | Added |
| Monticello Wealth Management, LLC | 5,261 | $347.5K | 0.02% | +41+0.8% | Added |
| AMG National Trust Bank | 5,263 | $347.7K | 0.01% | +135+2.6% | Added |
| Fortis Capital Advisors, LLC | 5,265 | $347.8K | 0.06% | +75+1.4% | Added |
| Berman McAleer LLC | 5,183 | $347.9K | 0.05% | +5,183 | New |
| MWA Asset Management | 5,268 | $348.0K | 0.19% | +5,268 | New |
| Summitry LLC | 5,277 | $348.6K | 0.01% | −2,096−28.4% | Reduced |
| Farmers National Bank | 5,314 | $351.0K | 0.08% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 5,315 | $351.1K | 0.11% | +5,315 | New |
| Tritonpoint Wealth, LLC | 5,236 | $351.4K | 0.03% | −10−0.2% | Reduced |
| ABN AMRO Bank N.V. | 5,355 | $351.4K | 0.00% | +5,355 | New |
| von Borstel & Associates, Inc. | 6,131 | $352.0K | 0.05% | +6,131 | New |
| Iams Wealth Management, LLC | 5,329 | $352.1K | 0.14% | +1,153+27.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,341 | $352.8K | 0.07% | −5,151−49.1% | Reduced |
| ProVise Management Group, LLC | 5,350 | $353.4K | 0.03% | −14,571−73.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,351 | $353.5K | 0.01% | −111,287−95.4% | Reduced |
| Novak & Powell Financial Services, Inc. | 5,368 | $354.6K | 0.19% | +516+10.6% | Added |
| Washington Trust Advisors, Inc. | 5,375 | $355.1K | 0.03% | −600−10.0% | Reduced |
| Blue Rock Wealth Management LLC | 5,375 | $355.1K | 0.22% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 5,378 | $355.3K | 0.30% | +5,378 | New |
| Valmark Advisers, Inc. | 5,391 | $356.1K | 0.00% | −262−4.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 5,394 | $356.4K | 0.03% | +10.0% | Added |
| Smallwood Wealth Investment Management, LLC | 5,410 | $357.4K | 0.18% | −24−0.4% | Reduced |
| Greenline Partners, LLC | 5,417 | $357.8K | 0.04% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,427 | $358.5K | 0.05% | +932+20.7% | Added |
| Leslie Global Wealth, LLC | 5,431 | $358.8K | 0.17% | +5,431 | New |
| Great Waters Wealth Management | 5,437 | $359.2K | 0.04% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 5,440 | $359.4K | 0.13% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 5,446 | $359.8K | 0.11% | +87+1.6% | Added |
| Ervin Investment Management, LLC | 5,451 | $360.1K | 0.21% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,466 | $361.1K | 0.19% | +545+11.1% | Added |
| Sage Private Wealth Group, LLC | 5,482 | $362.1K | 0.20% | +69+1.3% | Added |
| McIlrath & Eck, LLC | 5,491 | $362.7K | 0.04% | +301+5.8% | Added |
| Gratus Wealth Advisors, LLC | 5,510 | $364.0K | 0.05% | 00.0% | Unchanged |
| LGT Group Foundation | 5,492 | $364.1K | 0.00% | +1,359+32.9% | Added |
| First County Bank | 5,522 | $364.8K | 0.19% | +5,522 | New |
| Old Second National Bank of Aurora | 5,530 | $365.3K | 0.08% | −800−12.6% | Reduced |
| Pine Harbor Wealth Management, LLC | 5,548 | $366.5K | 0.12% | +179+3.3% | Added |
| Register Financial Advisors LLC | 5,551 | $366.7K | 0.14% | −154−2.7% | Reduced |
| Hedeker Wealth, LLC | 5,553 | $366.8K | 0.08% | +96+1.8% | Added |
| Ewa, LLC | 5,566 | $367.7K | 0.10% | +231+4.3% | Added |
| Vestor Capital, LLC | 5,578 | $368.0K | 0.02% | −58,743−91.3% | Reduced |
| Austin Private Wealth, LLC | 5,594 | $369.6K | 0.03% | −52−0.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,596 | $369.7K | 0.03% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 5,596 | $369.7K | 0.08% | +895+19.0% | Added |
| Edgemoor Investment Advisors, Inc. | 5,626 | $371.7K | 0.03% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,626 | $371.7K | 0.03% | +249+4.6% | Added |
| Money Concepts Capital Corp | 5,630 | $371.9K | 0.02% | −3,439−37.9% | Reduced |
| Centerpoint Advisors, LLC | 5,624 | $372.0K | 0.12% | +124+2.3% | Added |
| Everhart Financial Group, Inc. | 5,662 | $374.0K | 0.04% | +1,624+40.2% | Added |
| Caldwell Sutter Capital, Inc. | 5,663 | $374.1K | 0.16% | −91−1.6% | Reduced |
| TrueWealth Advisors, LLC | 5,666 | $374.3K | 0.10% | +84+1.5% | Added |
| Roxbury Financial LLC | 5,683 | $375.4K | 0.35% | +27+0.5% | Added |
| Aberdeen Wealth Management LLC | 5,685 | $375.6K | 0.24% | 00.0% | Unchanged |
| Private Client Services, LLC | 5,693 | $376.1K | 0.13% | −2,850−33.4% | Reduced |
| Cromwell Holdings LLC | 5,616 | $376.9K | 0.20% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 5,724 | $378.1K | 0.06% | −7,801−57.7% | Reduced |
| Capital Squared Financial LLC | 5,735 | $378.9K | 0.33% | +5,735 | New |
| Ridgecrest Wealth Partners, LLC | 5,751 | $379.9K | 0.17% | 00.0% | Unchanged |
| Trust Point Inc. | 5,756 | $380.2K | 0.03% | +910+18.8% | Added |
| Signature Estate & Investment Advisors LLC | 5,762 | $380.6K | 0.01% | +97+1.7% | Added |
| RS Crum Inc. | 5,763 | $380.7K | 0.08% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 5,765 | $380.8K | 0.25% | −50−0.9% | Reduced |
| Founders Grove Wealth Partners, LLC | 5,781 | $381.9K | 0.09% | +165+2.9% | Added |
| Guardian Wealth Advisors, LLC | 5,771 | $382.7K | 0.02% | +166+3.0% | Added |
| Cowa, LLC | 5,797 | $382.9K | 0.13% | −219−3.6% | Reduced |
| Tandem Financial, LLC | 5,709 | $383.3K | 0.14% | −100−1.7% | Reduced |
| Kornitzer Capital Management Inc | 5,812 | $383.9K | 0.01% | +202+3.6% | Added |
| Everpar Advisors LLC | 5,815 | $384.1K | 0.15% | +107+1.9% | Added |
| Walkner Condon Financial Advisors LLC | 5,822 | $384.6K | 0.06% | +881+17.8% | Added |
| 1st Source Bank | 5,822 | $384.6K | 0.02% | 00.0% | Unchanged |
| Legacy Trust | 5,836 | $385.5K | 0.08% | +5,836 | New |
| Center for Financial Planning, Inc. | 5,842 | $385.9K | 0.04% | 00.0% | Unchanged |
| Renaissance Group LLC | 5,846 | $386.2K | 0.01% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 5,850 | $386.5K | 0.16% | +5,850 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5,861 | $387.2K | 0.12% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 5,900 | $389.8K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 5,907 | $390.2K | 0.04% | +11+0.2% | Added |
| Patriot Investment Management Inc. | 5,956 | $393.5K | 0.03% | −15−0.3% | Reduced |
| Silvant Capital Management LLC | 5,966 | $394.1K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,981 | $395.1K | 0.20% | −136−2.2% | Reduced |
| Syverson Strege & Co | 5,988 | $395.6K | 0.09% | −451−7.0% | Reduced |
| QTR Family Wealth, LLC | 5,993 | $395.9K | 0.19% | +523+9.6% | Added |
| TSFG, LLC | 5,991 | $396.0K | 0.06% | −58−1.0% | Reduced |
| Bright Financial Advisors, Inc. | 6,035 | $398.7K | 0.19% | +6,035 | New |
| Blue Capital, Inc. | 6,044 | $399.3K | 0.30% | −4,661−43.5% | Reduced |
| Grandfield & Dodd, LLC | 6,048 | $399.5K | 0.02% | −1,415−19.0% | Reduced |
| Versant Capital Management, Inc | 6,054 | $399.9K | 0.05% | +401+7.1% | Added |
| Brookwood Investment Group LLC | 6,063 | $400.5K | 0.05% | +6,063 | New |
| Magnus Financial Group LLC | 6,066 | $400.7K | 0.03% | +88+1.5% | Added |
| Trace Wealth Advisors, LLC | 6,093 | $402.5K | 0.30% | +52+0.9% | Added |
| Archer Investment Corp | 6,096 | $402.7K | 0.09% | +30+0.5% | Added |
| Destination Wealth Management | 6,103 | $403.2K | 0.01% | +11+0.2% | Added |
| Maridea Wealth Management LLC | 6,262 | $403.3K | 0.06% | +6,262 | New |
| Capital City Trust Co | 6,109 | $403.6K | 0.10% | +76+1.3% | Added |
| Accuvest Global Advisors | 6,116 | $404.0K | 0.25% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 6,162 | $407.1K | 0.11% | +6,162 | New |