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; 2,574 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
- 2,356
- +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
- 765 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Blackstone Group Inc. | 18,850 | $1.25M | 0.01% | +18,850 | New |
| Ameritas Advisory Services, LLC | 18,841 | $1.24M | 0.08% | −14,896−44.2% | Reduced |
| Centennial Wealth Advisory LLC | 18,841 | $1.24M | 0.35% | +357+1.9% | Added |
| Dudley Capital Management, LLC | 18,790 | $1.24M | 0.56% | +20+0.1% | Added |
| denkapparat Operations GmbH | 18,594 | $1.23M | 0.78% | 00.0% | Unchanged |
| BancorpSouth Bank | 18,579 | $1.23M | 0.07% | −59−0.3% | Reduced |
| Sumitomo Life Insurance Co | 18,489 | $1.22M | 0.04% | −557−2.9% | Reduced |
| Retirement Planning Group | 18,445 | $1.22M | 0.04% | +249+1.4% | Added |
| Lazari Capital Management, Inc. | 18,444 | $1.22M | 0.41% | +37+0.2% | Added |
| Fluent Financial, LLC | 18,426 | $1.22M | 0.48% | −5,491−23.0% | Reduced |
| Capital Advisors Inc | 18,347 | $1.21M | 0.02% | +139+0.8% | Added |
| Zhang Financial LLC | 18,307 | $1.21M | 0.05% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 18,300 | $1.21M | 0.02% | −121−0.7% | Reduced |
| Winnow Wealth LLC | 18,029 | $1.21M | 0.95% | +17,429+2,904.8% | Added |
| Walleye Trading LLC | 18,285 | $1.21M | 0.02% | +13,240+262.4% | Added |
| IFG Advisory, LLC | 18,280 | $1.21M | 0.05% | −819−4.3% | Reduced |
| First Foundation Advisors | 18,260 | $1.21M | 0.04% | −2,783−13.2% | Reduced |
| Fiduciary Alliance LLC | 18,231 | $1.20M | 0.08% | +1,494+8.9% | Added |
| Michels Family Financial, LLC | 18,223 | $1.20M | 0.94% | −989−5.1% | Reduced |
| Independent Wealth Network Inc. | 18,222 | $1.20M | 0.39% | −282−1.5% | Reduced |
| Lantz Financial LLC | 18,211 | $1.20M | 0.27% | +18,211 | New |
| Aaron Wealth Advisors | 18,207 | $1.20M | 0.07% | +9,360+105.8% | Added |
| Williamson Legacy Group, LLC | 18,160 | $1.20M | 0.93% | −567−3.0% | Reduced |
| Avidian Wealth Solutions, LLC | 18,092 | $1.20M | 0.05% | +1,541+9.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 18,089 | $1.19M | 0.15% | −3,268−15.3% | Reduced |
| Beutel, Goodman & Co Ltd. | 18,000 | $1.19M | 0.01% | +18,000 | New |
| Excalibur Management Corp | 17,987 | $1.19M | 0.43% | −25−0.1% | Reduced |
| Sanders Morris Harris LLC | 17,951 | $1.19M | 0.16% | +9,292+107.3% | Added |
| Mattson Financial Services, LLC | 17,943 | $1.19M | 0.28% | +17,943 | New |
| James J. Burns & Company, LLC | 17,906 | $1.18M | 0.18% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 17,900 | $1.18M | 0.27% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 17,861 | $1.18M | 0.01% | −14,795−45.3% | Reduced |
| Ted Buchan & Co | 17,818 | $1.18M | 0.46% | +1,148+6.9% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $1.16M | 0.18% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 18,355 | $1.16M | 0.03% | +1,056+6.1% | Added |
| Searle & Co. | 17,578 | $1.16M | 0.31% | 00.0% | Unchanged |
| Burns J W & Co Inc | 17,465 | $1.15M | 0.13% | −750−4.1% | Reduced |
| Allianz SE | 17,371 | $1.15M | 0.02% | −144−0.8% | Reduced |
| Clarity Financial LLC | 17,352 | $1.15M | 0.11% | +891+5.4% | Added |
| Philadelphia Trust Co | 17,324 | $1.14M | 0.08% | +2,225+14.7% | Added |
| Ashton Thomas Securities, LLC | 17,272 | $1.14M | 0.16% | −1,102−6.0% | Reduced |
| LMR Partners LLP | 17,205 | $1.14M | 0.01% | +8,952+108.5% | Added |
| Profund Advisors LLC | 17,133 | $1.13M | 0.04% | −3,066−15.2% | Reduced |
| NBC Securities, Inc. | 17,023 | $1.12M | 0.09% | +221+1.3% | Added |
| Portfolio Strategies, Inc. | 16,998 | $1.12M | 0.13% | +16,998 | New |
| Invst, LLC | 16,993 | $1.12M | 0.13% | +478+2.9% | Added |
| Chelsea Counsel Co | 16,710 | $1.12M | 0.50% | −4,132−19.8% | Reduced |
| Grove Bank & Trust | 16,953 | $1.12M | 0.13% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 16,918 | $1.12M | 0.15% | +413+2.5% | Added |
| Integrity Alliance, LLC. | 16,903 | $1.12M | 0.05% | +434+2.6% | Added |
| Intrua Financial, LLC | 16,885 | $1.12M | 0.13% | +4,222+33.3% | Added |
| Cidel Asset Management Inc | 16,852 | $1.11M | 0.06% | −673−3.8% | Reduced |
| Gsa Capital Partners LLP | 16,838 | $1.11M | 0.09% | +1,559+10.2% | Added |
| Fidelis Capital Partners, LLC | 16,769 | $1.11M | 0.09% | +180+1.1% | Added |
| Geneva Partners, LLC | 16,640 | $1.10M | 0.40% | +16,640 | New |
| MCF Advisors LLC | 16,370 | $1.10M | 0.07% | +2,505+18.1% | Added |
| Schonfeld Strategic Advisors LLC | 16,531 | $1.09M | 0.01% | +16,531 | New |
| Harvest Fund Management Co., Ltd | 16,521 | $1.09M | 0.05% | +1,840+12.5% | Added |
| Cigna Investments Inc | 16,474 | $1.09M | 0.15% | −142−0.9% | Reduced |
| American Financial & Tax Strategies Inc | 16,447 | $1.09M | 0.54% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 16,424 | $1.08M | 0.29% | +1,930+13.3% | Added |
| Apexium Financial, LP | 16,359 | $1.08M | 0.05% | −516−3.1% | Reduced |
| MTM Investment Management, LLC | 16,293 | $1.08M | 0.34% | +70.0% | Added |
| FORA Capital, LLC | 16,270 | $1.07M | 0.19% | +16,270 | New |
| Jaffetilchin Investment Partners, LLC | 16,254 | $1.07M | 0.06% | +59+0.4% | Added |
| CenterBook Partners LP | 16,222 | $1.07M | 0.05% | +2,619+19.3% | Added |
| Ameritas Investment Partners, Inc. | 16,206 | $1.07M | 0.03% | −575−3.4% | Reduced |
| Salvus Wealth Management, LLC | 16,161 | $1.07M | 0.60% | +903+5.9% | Added |
| Capital International Sarl | 16,115 | $1.06M | 0.02% | −3,233−16.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $1.06M | 0.30% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 16,090 | $1.06M | 0.02% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 17,978 | $1.05M | 0.09% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 15,907 | $1.05M | 0.24% | −606−3.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 15,870 | $1.05M | 0.06% | −21−0.1% | Reduced |
| Rexford Capital Inc | 15,832 | $1.05M | 0.81% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 15,724 | $1.04M | 0.05% | −1,751−10.0% | Reduced |
| Meridian Wealth Management, LLC | 15,893 | $1.04M | 0.04% | +610+4.0% | Added |
| LifeWealth Investments, LLC | 15,604 | $1.03M | 0.16% | −144−0.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 15,599 | $1.03M | 0.31% | +126+0.8% | Added |
| Tradition Wealth Management, LLC | 15,572 | $1.03M | 0.08% | +365+2.4% | Added |
| Bartlett & Co. Wealth Management LLC | 15,299 | $1.03M | 0.01% | +185+1.2% | Added |
| CWS Financial Advisors, LLC | 15,417 | $1.02M | 0.28% | +78+0.5% | Added |
| Woodward Diversified Capital, LLC | 15,408 | $1.02M | 0.47% | −962−5.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 15,126 | $1.02M | 0.02% | −31−0.2% | Reduced |
| Klingenstein Fields & Co LP | 15,365 | $1.02M | 0.04% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 15,300 | $1.01M | 0.21% | +15,300 | New |
| Skopos Labs, Inc. | 17,196 | $1.01M | 0.14% | −1,026−5.6% | Reduced |
| Umb Bank N A | 15,289 | $1.01M | 0.01% | +223+1.5% | Added |
| Kapstone Financial Advisors LLC | 15,275 | $1.01M | 0.48% | −120−0.8% | Reduced |
| Summit Global Investments | 15,252 | $1.01M | 0.06% | +656+4.5% | Added |
| V-Square Quantitative Management LLC | 15,233 | $1.01M | 0.17% | +2,996+24.5% | Added |
| Richard W. Paul & Associates, LLC | 15,228 | $1.01M | 0.34% | −842−5.2% | Reduced |
| Purkiss Capital Advisors LLC | 15,214 | $1.01M | 0.48% | +1,158+8.2% | Added |
| Magnolia Capital Advisors LLC | 15,210 | $1.00M | 0.26% | +302+2.0% | Added |
| GM Advisory Group, Inc. | 15,178 | $1.00M | 0.04% | +54+0.4% | Added |
| Neo Ivy Capital Management | 15,162 | $1.00M | 0.24% | +15,162 | New |
| Evernest Financial Advisors, LLC | 15,112 | $998.3K | 0.28% | −10.0% | Reduced |
| WealthPLAN Partners, LLC | 15,031 | $992.9K | 0.15% | −838−5.3% | Reduced |
| Cozad Asset Management Inc | 15,016 | $992.0K | 0.08% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 15,000 | $990.9K | 0.01% | 00.0% | Unchanged |