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
- 2,356
- +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 | 2,575 | $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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 61,669 | $4.07M | 0.63% | +106+0.2% | Added |
| Texas Yale Capital Corp. | 61,548 | $4.07M | 0.13% | −425−0.7% | Reduced |
| Regions Financial Corp | 61,533 | $4.06M | 0.03% | −4,872−7.3% | Reduced |
| Haverford Trust Co | 61,529 | $4.06M | 0.04% | +185+0.3% | Added |
| Morningstar Investment Management LLC | 61,238 | $4.04M | 0.15% | +41,341+207.8% | Added |
| Allstate Corp | 60,549 | $4.00M | 0.09% | +56,594+1,430.9% | Added |
| Calamos Advisors LLC | 60,140 | $3.97M | 0.02% | +1,390+2.4% | Added |
| Bridges Investment Management Inc | 60,108 | $3.97M | 0.05% | −3,144−5.0% | Reduced |
| Oak Thistle LLC | 59,782 | $3.95M | 0.60% | −11,534−16.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 59,515 | $3.93M | 0.70% | +3,542+6.3% | Added |
| BFI Infinity Ltd. | 59,865 | $3.92M | 2.61% | +56,022+1,457.8% | Added |
| Tiaa Trust, National Association | 58,777 | $3.88M | 0.01% | −120−0.2% | Reduced |
| FineMark National Bank & Trust | 58,768 | $3.88M | 0.13% | −362−0.6% | Reduced |
| Buckingham Strategic Partners | 60,900 | $3.87M | 0.04% | +15,176+33.2% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 58,524 | $3.87M | 2.32% | −272−0.5% | Reduced |
| Warren Averett Asset Management, LLC | 58,034 | $3.83M | 0.04% | +3,779+7.0% | Added |
| WBI Investments | 58,022 | $3.83M | 0.98% | +14,555+33.5% | Added |
| Sigma Planning Corp | 57,434 | $3.79M | 0.11% | −7,469−11.5% | Reduced |
| Perigon Wealth Management, LLC | 57,316 | $3.79M | 0.08% | +3,634+6.8% | Added |
| Engineers Gate Manager LP | 57,180 | $3.78M | 0.04% | −165,743−74.3% | Reduced |
| Harbour Investments, Inc. | 57,116 | $3.77M | 0.09% | +832+1.5% | Added |
| TCG Advisory Services, LLC | 56,757 | $3.75M | 0.14% | +11,729+26.0% | Added |
| Ausdal Financial Partners, Inc. | 56,564 | $3.74M | 0.18% | +3,006+5.6% | Added |
| Dana Investment Advisors, Inc. | 56,601 | $3.74M | 0.11% | −4,184−6.9% | Reduced |
| LGT Fund Management Co Ltd. | 56,200 | $3.73M | 0.30% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 55,809 | $3.69M | 0.03% | +55,809 | New |
| Benjamin Edwards Inc | 55,806 | $3.69M | 0.04% | +6,294+12.7% | Added |
| HBW Advisory Services LLC | 55,268 | $3.65M | 0.41% | −831−1.5% | Reduced |
| Donoghue Forlines LLC | 55,255 | $3.65M | 1.12% | +30,662+124.7% | Added |
| Cornerstone Wealth Management, LLC | 54,965 | $3.63M | 0.20% | +389+0.7% | Added |
| New Age Alpha Advisors, LLC | 54,935 | $3.63M | 0.15% | −658−1.2% | Reduced |
| Kathmere Capital Management, LLC | 54,933 | $3.63M | 0.26% | +2,529+4.8% | Added |
| Private Management Group Inc | 54,879 | $3.63M | 0.11% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 54,637 | $3.61M | 0.34% | +140.0% | Added |
| Strategic Investment Advisors | 54,366 | $3.59M | 0.32% | −1,824−3.2% | Reduced |
| Belpointe Asset Management LLC | 54,291 | $3.59M | 0.14% | −360−0.7% | Reduced |
| Sapient Capital LLC | 53,627 | $3.58M | 0.06% | −200.0% | Reduced |
| MONECO Advisors, LLC | 54,077 | $3.57M | 0.30% | +220+0.4% | Added |
| Verus Financial Partners, Inc. | 54,030 | $3.57M | 0.34% | +562+1.1% | Added |
| Carnegie Capital Asset Management, LLC | 53,815 | $3.56M | 0.07% | +1,386+2.6% | Added |
| Accurate Wealth Management, LLC | 54,082 | $3.54M | 0.47% | −6,662−11.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 53,536 | $3.54M | 0.13% | +2,686+5.3% | Added |
| XTX Topco Ltd | 53,236 | $3.52M | 0.18% | −46,559−46.7% | Reduced |
| Moors & Cabot, Inc. | 53,026 | $3.50M | 0.15% | −575−1.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 52,974 | $3.50M | 0.07% | +7,018+15.3% | Added |
| Global Retirement Partners, LLC | 52,663 | $3.48M | 0.08% | −335−0.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 52,509 | $3.47M | 0.35% | +2,369+4.7% | Added |
| Verus Capital Partners, LLC | 52,192 | $3.45M | 0.27% | −1,104−2.1% | Reduced |
| Hilltop Holdings Inc. | 52,129 | $3.44M | 0.18% | −925−1.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 52,055 | $3.44M | 0.18% | +725+1.4% | Added |
| Mesirow Financial Investment Management, Inc. | 51,943 | $3.43M | 0.06% | −4,808−8.5% | Reduced |
| Wealthcare Advisory Partners LLC | 51,941 | $3.43M | 0.07% | +493+1.0% | Added |
| Baldwin Brothers Inc | 51,716 | $3.42M | 0.22% | −2,104−3.9% | Reduced |
| CFC Planning Co LLC | 51,398 | $3.40M | 2.85% | +1,280+2.6% | Added |
| Cohen Klingenstein LLC | 51,203 | $3.38M | 0.11% | 00.0% | Unchanged |
| Range Financial Group LLC | 51,019 | $3.37M | 1.22% | +1,260+2.5% | Added |
| Generali Asset Management SPA SGR | 50,805 | $3.36M | 0.07% | +170+0.3% | Added |
| Boston Private Wealth LLC | 50,663 | $3.35M | 0.18% | −1,026−2.0% | Reduced |
| GAMMA Investing LLC | 50,544 | $3.34M | 0.18% | +5,256+11.6% | Added |
| Quest Partners LLC | 50,493 | $3.34M | 0.22% | +34,939+224.6% | Added |
| Leelyn Smith, LLC | 50,044 | $3.31M | 0.50% | −594−1.2% | Reduced |
| Stonegate Investment Group, LLC | 49,926 | $3.30M | 0.08% | +482+1.0% | Added |
| Parthenon LLC | 49,788 | $3.29M | 0.36% | +461+0.9% | Added |
| Asset Planning,Inc | 49,612 | $3.28M | 2.37% | −408−0.8% | Reduced |
| Richard Bernstein Advisors LLC | 49,604 | $3.28M | 0.09% | −59,195−54.4% | Reduced |
| Patton Fund Management, Inc. | 49,438 | $3.27M | 0.59% | −1,313−2.6% | Reduced |
| Confluence Wealth Services, Inc. | 49,376 | $3.26M | 0.16% | +426+0.9% | Added |
| Trust Co of Virginia | 49,329 | $3.26M | 0.27% | +5,498+12.5% | Added |
| Bollard Group LLC | 49,161 | $3.25M | 0.08% | +2,721+5.9% | Added |
| Meeder Advisory Services, Inc. | 49,075 | $3.24M | 0.15% | +2,799+6.0% | Added |
| IFP Advisors, Inc | 48,920 | $3.23M | 0.08% | +1,357+2.9% | Added |
| Ethic Inc. | 48,699 | $3.22M | 0.05% | +8,939+22.5% | Added |
| Pensionmark Financial Group, LLC | 48,619 | $3.21M | 0.07% | +2,864+6.3% | Added |
| Clark Estates Inc | 48,613 | $3.21M | 0.73% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 48,498 | $3.20M | 0.19% | +8,957+22.7% | Added |
| Ostrum Asset Management | 48,319 | $3.19M | 0.14% | +9,926+25.9% | Added |
| Pinnacle Associates Ltd | 48,299 | $3.19M | 0.04% | −2,704−5.3% | Reduced |
| NewEdge Wealth, LLC | 55,368 | $3.16M | 0.05% | +1,943+3.6% | Added |
| Ashton Thomas Private Wealth, LLC | 47,021 | $3.16M | 0.08% | +4,622+10.9% | Added |
| Personal Cfo Solutions, LLC | 47,630 | $3.15M | 0.55% | −269−0.6% | Reduced |
| ISAM Funds (UK) Ltd | 47,381 | $3.13M | 0.64% | +47,381 | New |
| Peapack Gladstone Financial Corp | 47,324 | $3.13M | 0.04% | −85−0.2% | Reduced |
| Del-Sette Capital Management, LLC | 47,219 | $3.12M | 1.94% | +47,219 | New |
| Resources Investment Advisors, LLC. | 47,187 | $3.12M | 0.03% | −902−1.9% | Reduced |
| Vontobel Holding Ltd. | 47,122 | $3.11M | 0.01% | −8,589−15.4% | Reduced |
| Capital Investment Advisory Services, LLC | 46,474 | $3.07M | 0.24% | −366−0.8% | Reduced |
| HM Payson & Co | 46,428 | $3.07M | 0.04% | +300+0.7% | Added |
| Aua Capital Management, LLC | 46,409 | $3.07M | 1.72% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 46,347 | $3.06M | 0.02% | −926−2.0% | Reduced |
| Coldstream Capital Management Inc | 45,772 | $3.02M | 0.04% | +2,829+6.6% | Added |
| Metis Global Partners, LLC | 45,618 | $3.01M | 0.07% | −3,405−6.9% | Reduced |
| NBT Bank N A | 44,504 | $3.01M | 0.20% | −1,263−2.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,351 | $3.00M | 0.02% | +13,824+43.8% | Added |
| MUFG Securities Americas Inc. | 45,300 | $2.99M | 0.19% | +7,968+21.3% | Added |
| Hunter Associates Investment Management LLC | 45,036 | $2.98M | 0.41% | −231−0.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 44,794 | $2.98M | 0.16% | +3,364+8.1% | Added |
| Citizens Financial Group Inc | 44,781 | $2.96M | 0.04% | +10,833+31.9% | Added |
| Parallel Advisors, LLC | 44,669 | $2.95M | 0.05% | +2,851+6.8% | Added |
| Lake Street Financial LLC | 44,664 | $2.95M | 0.38% | −83−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 44,393 | $2.93M | 0.19% | −1,742−3.8% | Reduced |