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 |
|---|---|---|---|---|---|
| Waddell & Associates, LLC | 10,565 | $697.9K | 0.06% | +681+6.9% | Added |
| Fee-Only Financial Planning, L.C. | 10,553 | $697.1K | 0.41% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 10,534 | $695.9K | 0.08% | −1,319−11.1% | Reduced |
| Wealth Architects, LLC | 10,520 | $694.9K | 0.07% | +21+0.2% | Added |
| Fundamentun, LLC | 10,503 | $693.9K | 0.03% | +975+10.2% | Added |
| Wealth Quarterback LLC | 10,479 | $692.3K | 0.27% | −1,688−13.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 10,487 | $686.0K | 0.18% | −2,630−20.1% | Reduced |
| Strategic Financial Concepts, LLC | 10,343 | $683.3K | 0.10% | +695+7.2% | Added |
| Truvestments Capital LLC | 10,333 | $682.6K | 0.12% | +6,764+189.5% | Added |
| Legacy Financial Advisors, Inc. | 10,329 | $682.3K | 0.09% | +2,292+28.5% | Added |
| Siemens Fonds Invest GmbH | 10,312 | $681.2K | 0.04% | +19+0.2% | Added |
| Univest Financial Corp | 10,295 | $680.1K | 0.04% | −3,157−23.5% | Reduced |
| Baron Wealth Management LLC | 10,267 | $678.2K | 0.22% | +627+6.5% | Added |
| Transamerica Financial Advisors, Inc. | 10,253 | $677.5K | 0.06% | +10,253 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $675.3K | 0.01% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 10,219 | $675.1K | 0.01% | +83+0.8% | Added |
| Howe & Rusling Inc | 10,190 | $673.1K | 0.05% | +1,298+14.6% | Added |
| MidWestOne Financial Group, Inc. | 10,134 | $669.5K | 0.08% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 10,132 | $669.3K | 0.00% | +4,357+75.4% | Added |
| Bangor Savings Bank | 10,105 | $667.5K | 0.06% | −30.0% | Reduced |
| Vectors Research Management, LLC | 10,100 | $667.2K | 0.21% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 10,100 | $667.2K | 0.02% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 10,088 | $666.4K | 0.48% | −107−1.0% | Reduced |
| Rodgers Brothers Inc. | 10,086 | $666.3K | 0.08% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 10,083 | $666.1K | 0.16% | +739+7.9% | Added |
| Oakworth Capital, Inc. | 10,079 | $665.8K | 0.04% | 00.0% | Unchanged |
| City State Bank | 10,068 | $665.1K | 0.19% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 10,064 | $664.8K | 0.38% | −150−1.5% | Reduced |
| Lingohr & Partner Asset Management GmbH | 10,044 | $664.0K | 1.16% | −3,567−26.2% | Reduced |
| CFO4Life Group, LLC | 10,043 | $663.4K | 0.10% | +108+1.1% | Added |
| Peak Financial Advisors LLC | 10,041 | $663.3K | 0.32% | +10.0% | Added |
| Nations Financial Group Inc, | 10,033 | $662.8K | 0.04% | +209+2.1% | Added |
| Swisher Financial Concepts, Inc. | 10,025 | $662.3K | 0.40% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 10,000 | $660.6K | 0.04% | +58+0.6% | Added |
| Ariadne Wealth Management, LP | 11,398 | $658.9K | 0.30% | +586+5.4% | Added |
| Acorn Wealth Advisors, LLC | 9,954 | $657.5K | 0.21% | +88+0.9% | Added |
| Leo Wealth, LLC | 9,953 | $657.5K | 0.09% | −8,299−45.5% | Reduced |
| Occidental Asset Management, LLC | 9,904 | $654.2K | 0.08% | +475+5.0% | Added |
| Court Place Advisors, LLC | 9,880 | $652.7K | 0.20% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,871 | $652.1K | 0.08% | −21−0.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,779 | $651.8K | 0.02% | +684+7.5% | Added |
| Main Street Group, LTD | 9,860 | $651.3K | 0.19% | −272−2.7% | Reduced |
| Avaii Wealth Management, LLC | 9,857 | $651.2K | 0.25% | +203+2.1% | Added |
| Uniting Wealth Partners, LLC | 9,694 | $650.7K | 0.15% | +1,501+18.3% | Added |
| Fishman Jay A Ltd | 9,835 | $649.7K | 0.06% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 9,801 | $647.5K | 0.41% | −1,390−12.4% | Reduced |
| Tufton Capital Management | 9,796 | $647.0K | 0.12% | −472−4.6% | Reduced |
| OneAscent Financial Services LLC | 9,787 | $646.5K | 0.04% | +157+1.6% | Added |
| CVA Family Office, LLC | 9,782 | $646.2K | 0.08% | −416−4.1% | Reduced |
| Institute for Wealth Management, LLC. | 9,781 | $646.1K | 0.07% | +929+10.5% | Added |
| Qsemble Capital Management, LP | 9,781 | $646.1K | 0.06% | +9,781 | New |
| Clark Capital Management Group, Inc. | 9,779 | $646.0K | 0.00% | +3,742+62.0% | Added |
| Tocqueville Asset Management L.P. | 9,777 | $645.9K | 0.01% | +532+5.8% | Added |
| Holderness Investments Co | 9,758 | $644.6K | 0.13% | +1,440+17.3% | Added |
| Apella Capital, LLC | 10,030 | $644.5K | 0.01% | −526−5.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 9,719 | $642.0K | 0.11% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 9,693 | $640.3K | 0.08% | +145+1.5% | Added |
| Reliant Investment Partners, LLC | 9,718 | $638.8K | 0.50% | −99−1.0% | Reduced |
| October Effect Ltd | 9,647 | $637.3K | 0.70% | −1,030−9.6% | Reduced |
| Capital Asset Advisory Services LLC | 9,642 | $637.0K | 0.03% | +535+5.9% | Added |
| West Chester Capital Advisors, Inc | 9,640 | $636.8K | 0.32% | −10.0% | Reduced |
| MSH Capital Advisors LLC | 9,632 | $636.3K | 0.17% | +10+0.1% | Added |
| Titleist Asset Management, LLC | 9,627 | $636.0K | 0.06% | −1,229−11.3% | Reduced |
| Interchange Capital Partners, LLC | 9,625 | $635.8K | 0.12% | +1,774+22.6% | Added |
| 49 Wealth Management, LLC | 9,619 | $635.4K | 0.06% | +9,619 | New |
| Wellington Shields & Co., LLC | 9,607 | $634.6K | 0.17% | +183+1.9% | Added |
| Leonteq Securities AG | 9,590 | $633.5K | 0.03% | −2,419−20.1% | Reduced |
| Northcape Wealth Management, LLC | 9,585 | $633.2K | 0.18% | +6+0.1% | Added |
| Schnieders Capital Management, LLC. | 9,566 | $631.9K | 0.11% | +9,566 | New |
| World Equity Group, Inc. | 9,556 | $631.3K | 0.14% | −24−0.3% | Reduced |
| Bedel Financial Consulting, Inc. | 9,551 | $630.9K | 0.08% | −49−0.5% | Reduced |
| Choate Investment Advisors | 9,546 | $630.6K | 0.01% | +284+3.1% | Added |
| Monarch Capital Management Inc | 9,407 | $630.5K | 0.15% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 9,539 | $630.0K | 0.00% | −1,122−10.5% | Reduced |
| LRI Investments, LLC | 9,534 | $629.8K | 0.05% | +308+3.3% | Added |
| Gibson Capital, LLC | 9,516 | $628.7K | 0.12% | +9,516 | New |
| Patton Albertson Miller Group, LLC | 9,503 | $627.8K | 0.08% | +46+0.5% | Added |
| Skyline Advisors, Inc. | 9,455 | $624.6K | 0.22% | +200+2.2% | Added |
| Tower Bridge Advisors | 9,434 | $623.2K | 0.06% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 9,415 | $621.9K | 0.09% | +668+7.6% | Added |
| Quadcap Wealth Management, LLC | 9,414 | $621.9K | 0.07% | −171−1.8% | Reduced |
| Founders Financial Securities LLC | 9,371 | $619.1K | 0.04% | +616+7.0% | Added |
| Clark Financial Services Group Inc | 9,368 | $618.9K | 0.33% | +640+7.3% | Added |
| Mindset Wealth Management, LLC | 9,324 | $615.9K | 0.17% | +10.0% | Added |
| Staley Capital Advisers Inc | 9,318 | $615.5K | 0.03% | 00.0% | Unchanged |
| Farmers Trust Co | 9,313 | $615.2K | 0.11% | −138−1.5% | Reduced |
| SCS Capital Management LLC | 9,220 | $615.2K | 0.01% | −578−5.9% | Reduced |
| Jarislowsky, Fraser Ltd | 9,300 | $614.4K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,298 | $614.2K | 0.01% | +1,226+15.2% | Added |
| Guardian Partners Inc. | 9,250 | $613.2K | 0.05% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 9,277 | $612.8K | 0.24% | +108+1.2% | Added |
| Procyon Private Wealth Partners, LLC | 9,267 | $612.2K | 0.04% | +100+1.1% | Added |
| Concord Wealth Partners | 9,267 | $612.2K | 0.08% | +242+2.7% | Added |
| Home Federal Bank of Tennessee | 9,265 | $612.0K | 0.16% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 9,235 | $610.1K | 0.15% | +1,415+18.1% | Added |
| Private Advisory Group LLC | 9,227 | $609.5K | 0.05% | +203+2.2% | Added |
| TCI Wealth Advisors, Inc. | 9,226 | $609.5K | 0.04% | −231−2.4% | Reduced |
| Northstar Financial Companies, Inc. | 9,226 | $609.5K | 0.56% | −211−2.2% | Reduced |
| Hardin Capital Partners, LLC | 9,213 | $608.6K | 0.33% | +201+2.2% | Added |
| Whalerock Point Partners, LLC | 9,202 | $607.9K | 0.12% | +1,500+19.5% | Added |