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 |
|---|---|---|---|---|---|
| Huntington National Bank | 156,082 | $10.3M | 0.06% | −217−0.1% | Reduced |
| Hennessy Advisors Inc | 155,900 | $10.3M | 0.36% | −1,000−0.6% | Reduced |
| Snowden Capital Advisors LLC | 150,342 | $10.1M | 0.28% | +1,316+0.9% | Added |
| KBC Group NV | 151,088 | $9.98M | 0.02% | +9,474+6.7% | Added |
| Auxier Asset Management | 149,499 | $9.88M | 1.38% | −590−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 161,464 | $9.78M | 0.06% | +4,231+2.7% | Added |
| Intact Investment Management Inc. | 146,090 | $9.65M | 0.29% | −39,410−21.2% | Reduced |
| Arkadios Wealth Advisors | 145,697 | $9.62M | 0.24% | +1,335+0.9% | Added |
| Regal Investment Advisors LLC | 145,656 | $9.62M | 0.63% | −7,031−4.6% | Reduced |
| Great Valley Advisor Group, Inc. | 145,302 | $9.60M | 0.19% | −450.0% | Reduced |
| Public Sector Pension Investment Board | 144,725 | $9.56M | 0.04% | +17,429+13.7% | Added |
| Keybank National Association | 144,372 | $9.54M | 0.03% | +10,616+7.9% | Added |
| Rafferty Asset Management, LLC | 143,165 | $9.46M | 0.03% | +433+0.3% | Added |
| MAI Capital Management | 141,998 | $9.38M | 0.06% | +6,618+4.9% | Added |
| Graham Capital Management, L.P. | 141,853 | $9.37M | 0.35% | +103,390+268.8% | Added |
| Merit Financial Group, LLC | 141,729 | $9.36M | 0.09% | +11,830+9.1% | Added |
| Group One Trading, L.P. | 141,495 | $9.35M | 0.28% | +92,851+190.9% | Added |
| RSM US Wealth Management LLC | 136,817 | $9.18M | 0.12% | +773+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 137,720 | $9.10M | 0.05% | −7,175−5.0% | Reduced |
| Northern Oak Wealth Management Inc | 137,691 | $9.10M | 1.12% | +2,890+2.1% | Added |
| Windle Wealth, LLC | 135,946 | $8.98M | 4.02% | −120.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 134,981 | $8.92M | 0.88% | +325+0.2% | Added |
| Thrivent Financial for Lutherans | 134,707 | $8.90M | 0.02% | +47,964+55.3% | Added |
| Yousif Capital Management, LLC | 134,657 | $8.90M | 0.09% | −9,621−6.7% | Reduced |
| Toroso Investments, LLC | 134,545 | $8.89M | 0.04% | −16,781−11.1% | Reduced |
| Inlet Private Wealth, LLC | 132,845 | $8.78M | 1.98% | +333+0.3% | Added |
| Ossiam | 131,255 | $8.67M | 0.11% | +120,106+1,077.3% | Added |
| Bard Financial Services, Inc. | 130,252 | $8.60M | 0.94% | −1,650−1.3% | Reduced |
| CX Institutional | 128,893 | $8.52M | 0.26% | +12,325+10.6% | Added |
| Mizuho Securities USA LLC | 122,352 | $8.22M | 0.17% | +5,944+5.1% | Added |
| Newport Trust Co | 123,998 | $8.19M | 0.02% | −4,525−3.5% | Reduced |
| Synovus Financial Corp | 123,959 | $8.19M | 0.09% | +1,498+1.2% | Added |
| KWMG, LLC | 123,923 | $8.19M | 0.72% | +394+0.3% | Added |
| Independent Advisor Alliance | 122,601 | $8.10M | 0.21% | −4,123−3.3% | Reduced |
| Premier Fund Managers Ltd | 123,100 | $8.08M | 0.33% | −13,000−9.6% | Reduced |
| Octavia Wealth Advisors, LLC | 119,540 | $8.02M | 0.80% | +17,543+17.2% | Added |
| Kennon-Green & Company, LLC | 120,473 | $7.96M | 6.18% | −167−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 120,349 | $7.95M | 0.14% | −6,757−5.3% | Reduced |
| Archford Capital Strategies, LLC | 120,127 | $7.94M | 0.94% | +3,171+2.7% | Added |
| CAPROCK Group, Inc. | 116,863 | $7.85M | 0.19% | +116,863 | New |
| Brown Brothers Harriman & Co | 118,375 | $7.82M | 0.05% | +2,280+2.0% | Added |
| AlphaCore Capital LLC | 115,504 | $7.75M | 0.26% | +101,648+733.6% | Added |
| Lifeworks Advisors, LLC | 116,510 | $7.70M | 1.03% | +107,256+1,159.0% | Added |
| Jain Global LLC | 116,474 | $7.69M | 0.10% | −13,174−10.2% | Reduced |
| Denali Advisors LLC | 116,243 | $7.68M | 0.87% | −21,719−15.7% | Reduced |
| Avantax Planning Partners, Inc. | 115,156 | $7.61M | 0.22% | −2,601−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 114,851 | $7.59M | 0.05% | +29,001+33.8% | Added |
| HB Wealth Management, LLC | 114,386 | $7.56M | 0.05% | +15,561+15.7% | Added |
| Hutner Capital Management Inc | 114,174 | $7.54M | 3.19% | +3,280+3.0% | Added |
| Principal Street Partners, LLC | 113,736 | $7.51M | 1.20% | −23,896−17.4% | Reduced |
| Symphony Financial, Ltd. Co. | 114,025 | $7.49M | 0.91% | −807−0.7% | Reduced |
| Commonwealth Retirement Investments LLC | 113,021 | $7.47M | 2.54% | +2,084+1.9% | Added |
| Mutual Advisors, LLC | 114,428 | $7.39M | 0.16% | +2,232+2.0% | Added |
| Shilanski & Associates, Inc. | 111,773 | $7.38M | 1.96% | +1,741+1.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 111,276 | $7.35M | 2.42% | −6,480−5.5% | Reduced |
| Ascent Group, LLC | 111,220 | $7.35M | 0.26% | −42,841−27.8% | Reduced |
| Equitable Holdings, Inc. | 111,082 | $7.34M | 0.05% | +7,855+7.6% | Added |
| Fisher Asset Management, LLC | 110,277 | $7.28M | 0.00% | +12,888+13.2% | Added |
| Central Trust Co | 109,931 | $7.26M | 0.15% | −237−0.2% | Reduced |
| Gateway Investment Advisers LLC | 109,292 | $7.22M | 0.07% | −3,164−2.8% | Reduced |
| Keystone Financial Planning, Inc. | 109,281 | $7.22M | 2.10% | −413−0.4% | Reduced |
| RMB Capital Management, LLC | 106,541 | $7.15M | 0.13% | +1,862+1.8% | Added |
| BBR Partners, LLC | 107,869 | $7.13M | 0.41% | +105+0.1% | Added |
| Eagle Global Advisors LLC | 107,306 | $7.09M | 0.27% | −250−0.2% | Reduced |
| Stony Point Wealth Management Inc. | 106,900 | $7.06M | 2.85% | −11,896−10.0% | Reduced |
| Atria Investments LLC | 105,929 | $7.00M | 0.08% | +718+0.7% | Added |
| Kentucky Retirement Systems | 105,911 | $7.00M | 0.19% | −2,789−2.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 105,869 | $6.99M | 0.71% | +2,530+2.4% | Added |
| Ellsworth Advisors, LLC | 107,380 | $6.97M | 1.49% | +5,904+5.8% | Added |
| Stratos Wealth Partners, LTD. | 103,835 | $6.86M | 0.08% | +40,557+64.1% | Added |
| Ar Asset Management Inc | 103,051 | $6.81M | 1.43% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 102,763 | $6.79M | 0.23% | −1,134−1.1% | Reduced |
| Summit Trail Advisors, LLC | 100,929 | $6.77M | 0.09% | +7,414+7.9% | Added |
| Farther Finance Advisors, LLC | 101,152 | $6.68M | 0.10% | +5,319+5.6% | Added |
| Edgestream Partners, L.P. | 101,151 | $6.68M | 0.20% | −76,773−43.1% | Reduced |
| Salomon & Ludwin, LLC | 101,468 | $6.67M | 0.60% | +987+1.0% | Added |
| Algert Global LLC | 100,804 | $6.66M | 0.11% | −1,744−1.7% | Reduced |
| South Dakota Investment Council | 100,704 | $6.65M | 0.13% | −109,891−52.2% | Reduced |
| Financial Security Advisor, Inc. | 98,873 | $6.64M | 1.41% | −316−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 100,444 | $6.64M | 0.03% | +10,480+11.6% | Added |
| Argent Trust Co | 99,996 | $6.61M | 0.23% | +43,010+75.5% | Added |
| Sowell Financial Services LLC | 99,461 | $6.57M | 0.25% | −863−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 99,269 | $6.56M | 0.06% | +1,790+1.8% | Added |
| Hartford Investment Management Co | 98,669 | $6.52M | 0.20% | −3,211−3.2% | Reduced |
| Brookstone Capital Management | 98,657 | $6.52M | 0.08% | −4,781−4.6% | Reduced |
| Norinchukin Bank, The | 98,080 | $6.48M | 0.09% | +1,136+1.2% | Added |
| Rbo & Co LLC | 97,748 | $6.46M | 1.01% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 97,728 | $6.46M | 1.47% | −691−0.7% | Reduced |
| AXA Investment Managers S.A. | 97,690 | $6.45M | 0.02% | +97,690 | New |
| Kovitz Investment Group Partners, LLC | 95,341 | $6.33M | 0.02% | −10,319−9.8% | Reduced |
| Prospera Financial Services Inc | 95,314 | $6.30M | 0.11% | +1,557+1.7% | Added |
| AlTi Global, Inc. | 94,535 | $6.30M | 0.15% | −4,606−4.6% | Reduced |
| Agf Management Ltd | 94,629 | $6.25M | 0.03% | +39,995+73.2% | Added |
| Level Four Advisory Services, LLC | 94,369 | $6.23M | 0.21% | −6,564−6.5% | Reduced |
| Whittier Trust Co | 94,797 | $6.23M | 0.07% | +94+0.1% | Added |
| Financial Advisors Network, Inc. | 93,423 | $6.17M | 0.87% | −1,418−1.5% | Reduced |
| IMC-Chicago, LLC | 93,375 | $6.17M | 0.11% | +93,375 | New |
| Rathbone Brothers plc | 92,541 | $6.11M | 0.02% | −1,365−1.5% | Reduced |
| CoreCap Advisors, LLC | 92,430 | $6.11M | 0.22% | +4,723+5.4% | Added |
| Financial Sense Advisors, Inc. | 91,776 | $6.06M | 1.12% | −1,124−1.2% | Reduced |