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 Performance Advisors LLP | 6,170 | $407.6K | 0.07% | +2,345+61.3% | Added |
| Tandem Investment Advisors, Inc. | 6,197 | $409.0K | 0.01% | −103−1.6% | Reduced |
| Keel Point, LLC | 6,196 | $409.3K | 0.03% | +1,191+23.8% | Added |
| MV Capital Management, Inc. | 6,197 | $409.4K | 0.04% | +18+0.3% | Added |
| Carson Advisory Inc. | 6,202 | $409.7K | 0.22% | −197−3.1% | Reduced |
| King Wealth | 6,225 | $411.0K | 0.05% | −233−3.6% | Reduced |
| Wealth Management Associates, Inc. | 6,230 | $411.6K | 0.15% | +690+12.5% | Added |
| Fidelity D & D Bancorp Inc | 6,240 | $412.2K | 0.23% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 6,240 | $412.2K | 0.14% | +459+7.9% | Added |
| KDT Advisors, LLC | 6,245 | $412.5K | 0.60% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 6,257 | $413.4K | 0.03% | −17−0.3% | Reduced |
| Fortress Private Ledger, LLC | 6,287 | $415.3K | 0.15% | +262+4.3% | Added |
| Taylor Financial Group, Inc. | 6,288 | $415.4K | 0.24% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 6,292 | $415.6K | 0.11% | −6−0.1% | Reduced |
| Rather & Kittrell, Inc. | 6,293 | $415.7K | 0.07% | +6,293 | New |
| Dynamic Financial Group | 6,295 | $415.8K | 0.36% | −121−1.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,328 | $418.0K | 0.11% | −14−0.2% | Reduced |
| Wayfinding Financial, LLC | 6,245 | $419.0K | 0.18% | −10−0.2% | Reduced |
| Mayfair Advisory Group, LLC | 6,352 | $419.6K | 0.18% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 6,362 | $420.3K | 0.02% | +21+0.3% | Added |
| Fiduciary Financial Group, LLC | 6,365 | $420.5K | 0.07% | −23−0.4% | Reduced |
| Riverbend Wealth Management, LLC | 6,386 | $421.9K | 0.29% | +117+1.9% | Added |
| Convergence Financial, LLC | 6,417 | $423.9K | 0.06% | +1,806+39.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 6,428 | $424.6K | 0.04% | −1,898−22.8% | Reduced |
| Impact Capital Partners LLC | 6,431 | $424.8K | 0.13% | −1,796−21.8% | Reduced |
| Thoroughbred Financial Services, LLC | 6,448 | $425.0K | 0.03% | −98−1.5% | Reduced |
| Enterprise Financial Services Corp | 6,450 | $426.1K | 0.22% | −65−1.0% | Reduced |
| SFMG, LLC | 6,454 | $426.4K | 0.03% | +57+0.9% | Added |
| Bank Ozk | 6,458 | $426.6K | 0.15% | −120−1.8% | Reduced |
| Albion Financial Group | 6,461 | $426.8K | 0.03% | +4,800+289.0% | Added |
| Prairiewood Capital, LLC | 6,466 | $427.1K | 0.14% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 6,466 | $427.1K | 0.21% | +430+7.1% | Added |
| Sig Brokerage, LP | 6,471 | $427.5K | 0.11% | +6,471 | New |
| Chancellor Financial Group WB LP | 6,481 | $428.1K | 0.30% | +29+0.4% | Added |
| Peoples Financial Services Corp. | 6,485 | $428.4K | 0.19% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 6,489 | $428.6K | 0.05% | −1,846−22.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $429.4K | 0.11% | 00.0% | Unchanged |
| West Bancorporation Inc | 6,516 | $430.4K | 0.24% | +1,017+18.5% | Added |
| RFP Financial Group LLC | 6,611 | $430.5K | 0.18% | +190+3.0% | Added |
| Gerber, LLC | 6,530 | $431.4K | 0.27% | −1,918−22.7% | Reduced |
| Well Done, LLC | 6,530 | $431.4K | 0.07% | +366+5.9% | Added |
| Capital Analysts, LLC | 6,585 | $435.0K | 0.01% | +30+0.5% | Added |
| Hilltop Partners LLC | 6,587 | $435.1K | 0.13% | +356+5.7% | Added |
| 626 Financial, LLC | 6,593 | $435.5K | 0.19% | +16+0.2% | Added |
| Peregrine Asset Advisers, Inc. | 6,595 | $435.7K | 0.13% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,493 | $436.0K | 0.01% | +2,834+77.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,602 | $436.1K | 0.01% | −24−0.4% | Reduced |
| Bridgewealth Advisory Group, LLC | 6,629 | $437.9K | 0.10% | −262−3.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 6,630 | $438.0K | 0.09% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 6,633 | $438.0K | 0.05% | 00.0% | Unchanged |
| Somerset Trust Co | 6,651 | $439.4K | 0.14% | +50+0.8% | Added |
| L.M. Kohn & Company | 6,655 | $439.6K | 0.53% | −3,884−36.9% | Reduced |
| Beacon Capital Management, LLC | 6,655 | $439.6K | 0.06% | +67+1.0% | Added |
| Meiji Yasuda Life Insurance Co | 6,662 | $440.1K | 0.01% | −6,377−48.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,680 | $441.3K | 0.06% | +317+5.0% | Added |
| Symmetry Partners, LLC | 6,683 | $441.5K | 0.05% | +198+3.1% | Added |
| N.E.W. Advisory Services LLC | 6,687 | $441.7K | 0.04% | +92+1.4% | Added |
| Augustine Asset Management Inc | 6,687 | $441.7K | 0.09% | +192+3.0% | Added |
| Journey Advisory Group, LLC | 6,687 | $441.7K | 0.03% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 6,713 | $443.4K | 0.13% | −225−3.2% | Reduced |
| Douglas Lane & Associates, LLC | 6,727 | $444.4K | 0.01% | −32−0.5% | Reduced |
| Financial Advisory Corp | 6,730 | $445.0K | 0.12% | −1,081−13.8% | Reduced |
| Abich Financial Wealth Management LLC | 6,737 | $445.1K | 0.16% | +6,737 | New |
| Schrum Private Wealth Management LLC | 6,740 | $445.2K | 0.33% | +860+14.6% | Added |
| VisionPoint Advisory Group, LLC | 6,744 | $445.5K | 0.09% | +638+10.4% | Added |
| Manchester Financial Inc | 6,750 | $445.9K | 0.09% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 6,754 | $446.2K | 0.40% | +206+3.1% | Added |
| Firethorn Wealth Partners, LLC | 6,754 | $446.2K | 0.18% | +309+4.8% | Added |
| Portside Wealth Group, LLC | 6,758 | $446.4K | 0.06% | +905+15.5% | Added |
| Fragasso Group Inc. | 6,795 | $446.6K | 0.03% | +145+2.2% | Added |
| Secured Retirement Advisors, LLC | 6,761 | $446.6K | 0.25% | +2,108+45.3% | Added |
| Copley Financial Group, Inc. | 6,782 | $448.0K | 0.31% | +6,782 | New |
| CAP Partners, LLC | 6,793 | $448.7K | 0.25% | +60+0.9% | Added |
| Cohen Investment Advisors LLC | 6,809 | $449.8K | 0.22% | −161−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,827 | $451.0K | 0.01% | −3,914−36.4% | Reduced |
| Birch Hill Investment Advisors LLC | 6,834 | $451.5K | 0.02% | +1,434+26.6% | Added |
| William Allan, LLC | 6,840 | $451.9K | 0.25% | +1,500+28.1% | Added |
| Harbor Investment Advisory, LLC | 6,859 | $453.1K | 0.04% | −14−0.2% | Reduced |
| MBE Wealth Management, LLC | 6,871 | $453.9K | 0.20% | +128+1.9% | Added |
| Winebrenner Capital Management LLC | 6,871 | $453.9K | 0.33% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 6,872 | $453.9K | 0.13% | +21+0.3% | Added |
| Breakwater Capital Group | 6,891 | $455.2K | 0.07% | −187−2.6% | Reduced |
| Birmingham Capital Management Co Inc | 6,900 | $455.8K | 0.21% | −1,463−17.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 6,925 | $457.5K | 0.07% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 6,960 | $459.8K | 0.08% | +23+0.3% | Added |
| Perennial Investment Advisors, LLC | 6,970 | $460.5K | 0.04% | +156+2.3% | Added |
| O'Rourke & Company, Inc | 6,982 | $461.2K | 0.19% | +575+9.0% | Added |
| Opal Wealth Advisors, LLC | 6,987 | $461.5K | 0.13% | +271+4.0% | Added |
| Canandaigua National Bank & Trust Co | 6,994 | $462.0K | 0.04% | −95−1.3% | Reduced |
| Bouchey Financial Group Ltd | 6,966 | $462.1K | 0.04% | +15+0.2% | Added |
| Pinnacle Bancorp, Inc. | 7,019 | $463.7K | 0.14% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 7,021 | $463.8K | 0.05% | +550+8.5% | Added |
| Hodges Capital Management Inc. | 7,025 | $464.1K | 0.04% | −500−6.6% | Reduced |
| Smithfield Trust Co | 7,055 | $465.0K | 0.02% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 7,172 | $465.0K | 0.01% | −1,283−15.2% | Reduced |
| Pacitti Group Inc. | 7,045 | $468.0K | 0.18% | +66+0.9% | Added |
| D. Scott Neal, Inc. | 7,102 | $469.2K | 0.22% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 7,115 | $470.0K | 0.22% | +140+2.0% | Added |
| First Business Financial Services, Inc. | 7,116 | $470.1K | 0.04% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 7,116 | $470.1K | 0.27% | +7,116 | New |