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 |
|---|---|---|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | 24,030 | $1.59M | 0.31% | +9,863+69.6% | Added |
| Key Client Fiduciary Advisors, LLC | 23,913 | $1.58M | 0.53% | +380+1.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 24,906 | $1.58M | 0.25% | −471−1.9% | Reduced |
| Flagship Harbor Advisors, LLC | 23,835 | $1.57M | 0.07% | +745+3.2% | Added |
| Joel Isaacson & Co., LLC | 23,654 | $1.56M | 0.06% | +5,179+28.0% | Added |
| Centiva Capital, LP | 23,643 | $1.56M | 0.15% | −161,974−87.3% | Reduced |
| Madden Securities Corp | 23,499 | $1.55M | 0.47% | −2,735−10.4% | Reduced |
| Viewpoint Capital Management LLC | 23,478 | $1.55M | 0.68% | +120+0.5% | Added |
| Intrust Bank NA | 23,466 | $1.55M | 0.13% | +1,281+5.8% | Added |
| Logan Capital Management Inc | 23,424 | $1.55M | 0.07% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 23,357 | $1.54M | 0.13% | −1,749−7.0% | Reduced |
| Center For Asset Management LLC | 23,303 | $1.54M | 0.82% | +2,026+9.5% | Added |
| Modern Wealth Management, LLC | 23,225 | $1.53M | 0.03% | +1,925+9.0% | Added |
| Ballentine Partners, LLC | 23,220 | $1.53M | 0.02% | +2,893+14.2% | Added |
| Catalyst Funds Management Pty Ltd | 23,100 | $1.53M | 0.23% | +500+2.2% | Added |
| Stillwater Wealth Management Group | 23,065 | $1.52M | 1.07% | +23,065 | New |
| Leavell Investment Management, Inc. | 22,623 | $1.52M | 0.06% | +253+1.1% | Added |
| Traynor Capital Management, Inc. | 22,963 | $1.52M | 0.09% | −1,229−5.1% | Reduced |
| Beacon Financial Advisory LLC | 22,881 | $1.51M | 0.35% | +75+0.3% | Added |
| Arete Wealth Advisors, LLC | 22,859 | $1.51M | 0.09% | +1,051+4.8% | Added |
| Spire Wealth Management | 22,816 | $1.51M | 0.05% | +3,795+20.0% | Added |
| Syon Capital LLC | 22,739 | $1.50M | 0.08% | +4,919+27.6% | Added |
| Marco Investment Management LLC | 22,718 | $1.50M | 0.11% | −130−0.6% | Reduced |
| One Capital Management, LLC | 22,490 | $1.49M | 0.05% | +250+1.1% | Added |
| Crestwood Advisors Group LLC | 22,372 | $1.48M | 0.03% | +667+3.1% | Added |
| VeraBank, N.A. | 22,106 | $1.46M | 0.27% | −1,950−8.1% | Reduced |
| WFA Asset Management Corp | 28,595 | $1.46M | 0.79% | +4,933+20.8% | Added |
| Burney Co | 22,071 | $1.46M | 0.05% | +2,159+10.8% | Added |
| Exeter Financial, LLC | 22,043 | $1.46M | 0.63% | −203−0.9% | Reduced |
| Quilter Plc | 22,018 | $1.45M | 0.02% | +900+4.3% | Added |
| Welch & Forbes LLC | 21,984 | $1.45M | 0.02% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 21,942 | $1.45M | 0.11% | +114+0.5% | Added |
| Leisure Capital Management | 21,894 | $1.45M | 0.50% | −458−2.0% | Reduced |
| Kovack Advisors, Inc. | 21,873 | $1.44M | 0.14% | −3,447−13.6% | Reduced |
| FRG Family Wealth Advisors LLC | 21,867 | $1.44M | 0.23% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 21,857 | $1.44M | 0.04% | −1,588−6.8% | Reduced |
| Amica Mutual Insurance Co | 21,811 | $1.44M | 0.13% | −18,088−45.3% | Reduced |
| Journey Strategic Wealth LLC | 21,784 | $1.44M | 0.04% | +7,043+47.8% | Added |
| Onyx Bridge Wealth Group LLC | 21,767 | $1.44M | 0.16% | +1,025+4.9% | Added |
| Kera Capital Partners, Inc. | 21,746 | $1.44M | 0.22% | +21,746 | New |
| Everett Harris & Co | 21,726 | $1.44M | 0.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 21,725 | $1.44M | 0.31% | −243−1.1% | Reduced |
| International Assets Investment Management, LLC | 24,642 | $1.43M | 0.12% | −52,000−67.8% | Reduced |
| CSS LLC | 21,670 | $1.43M | 0.09% | −7,740−26.3% | Reduced |
| Icon Wealth Advisors, LLC | 21,667 | $1.43M | 0.10% | −14,705−40.4% | Reduced |
| Forum Financial Management, LP | 21,603 | $1.43M | 0.02% | −343−1.6% | Reduced |
| Qtron Investments LLC | 21,601 | $1.43M | 0.18% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 21,510 | $1.42M | 1.04% | +1,653+8.3% | Added |
| Modera Wealth Management, LLC | 21,204 | $1.40M | 0.02% | +537+2.6% | Added |
| Aurdan Capital Management, LLC | 21,136 | $1.40M | 0.44% | +230+1.1% | Added |
| AdvisorNet Financial, Inc | 21,128 | $1.40M | 0.08% | −477−2.2% | Reduced |
| Catalytic Wealth RIA, LLC | 21,105 | $1.39M | 0.05% | +14,118+202.1% | Added |
| Sonora Investment Management Group, LLC | 21,103 | $1.39M | 0.10% | +798+3.9% | Added |
| ICW Investment Advisors LLC | 21,086 | $1.39M | 0.51% | +155+0.7% | Added |
| Valicenti Advisory Services Inc | 21,072 | $1.39M | 0.30% | −261−1.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 21,032 | $1.39M | 0.75% | +1,200+6.1% | Added |
| Lee Danner & Bass Inc | 21,027 | $1.39M | 0.10% | −2,425−10.3% | Reduced |
| Dodge & Cox | 21,000 | $1.39M | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 20,989 | $1.39M | 0.07% | +20,989 | New |
| Fiduciary Trust Co | 20,945 | $1.38M | 0.02% | −1,469−6.6% | Reduced |
| Hexagon Capital Partners LLC | 20,944 | $1.38M | 0.28% | −222−1.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.38M | 0.32% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 20,838 | $1.38M | 0.03% | +3,507+20.2% | Added |
| Spreng Capital Management, Inc. | 20,761 | $1.37M | 0.55% | −54−0.3% | Reduced |
| Finer Wealth Management, Inc. | 20,760 | $1.37M | 0.68% | −661−3.1% | Reduced |
| Midwest Trust Co | 20,647 | $1.36M | 0.02% | +841+4.2% | Added |
| Wealth Alliance Advisory Group, LLC | 20,559 | $1.36M | 0.24% | −2,629−11.3% | Reduced |
| VestGen Advisors, LLC | 20,508 | $1.35M | 0.05% | +10,166+98.3% | Added |
| Private Wealth Asset Management, LLC | 20,371 | $1.35M | 0.16% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 20,332 | $1.34M | 0.13% | −20,394−50.1% | Reduced |
| Annex Advisory Services, LLC | 20,236 | $1.34M | 0.03% | +1,892+10.3% | Added |
| HCR Wealth Advisors | 20,239 | $1.33M | 0.14% | −1,038−4.9% | Reduced |
| Calamos Wealth Management LLC | 20,070 | $1.33M | 0.05% | +16,149+411.9% | Added |
| Charter Research & Investment Group, Inc. | 19,942 | $1.32M | 0.91% | −250−1.2% | Reduced |
| Quantessence Capital LLC | 19,928 | $1.32M | 0.42% | −15,467−43.7% | Reduced |
| SeaCrest Wealth Management, LLC | 20,107 | $1.32M | 0.14% | −834−4.0% | Reduced |
| First Nebraska Trust Co | 19,911 | $1.32M | 0.12% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 20,328 | $1.31M | 0.36% | +947+4.9% | Added |
| Ronald Blue Trust, Inc. | 19,819 | $1.31M | 0.01% | +179+0.9% | Added |
| Beese Fulmer Investment Management, Inc. | 19,697 | $1.30M | 0.09% | +30.0% | Added |
| Allegheny Financial Group LTD | 19,622 | $1.30M | 0.24% | +785+4.2% | Added |
| Oxford Asset Management LLP | 19,604 | $1.30M | 0.42% | +19,604 | New |
| KLCM Advisors, Inc. | 19,501 | $1.29M | 0.13% | −1,174−5.7% | Reduced |
| Everstar Asset Management, LLC | 19,480 | $1.29M | 0.73% | +1,337+7.4% | Added |
| Terry L. Blaker | 19,425 | $1.28M | 0.05% | −60−0.3% | Reduced |
| Kanawha Capital Management LLC | 19,386 | $1.28M | 0.09% | +1,080+5.9% | Added |
| Ancora Advisors, LLC | 19,312 | $1.28M | 0.03% | +3,484+22.0% | Added |
| PBMares Wealth Management LLC | 19,236 | $1.27M | 0.21% | +30.0% | Added |
| Monument Capital Management | 19,236 | $1.27M | 0.32% | +6,703+53.5% | Added |
| Smith, Moore & Co. | 19,225 | $1.27M | 0.10% | −351−1.8% | Reduced |
| Wedmont Private Capital | 19,046 | $1.27M | 0.05% | +895+4.9% | Added |
| Park National Corp | 19,177 | $1.27M | 0.04% | −706−3.6% | Reduced |
| Franklin Street Advisors Inc | 19,119 | $1.26M | 0.07% | −460−2.3% | Reduced |
| Mork Capital Management, LLC | 19,100 | $1.26M | 0.87% | 00.0% | Unchanged |
| Diversified Trust Co | 18,960 | $1.25M | 0.03% | +5,434+40.2% | Added |
| Cortland Associates Inc | 18,934 | $1.25M | 0.15% | +292+1.6% | Added |
| 111 Capital | 18,937 | $1.25M | 0.24% | +8,432+80.3% | Added |
| Signal Advisors Wealth, LLC | 18,930 | $1.25M | 0.11% | +3,807+25.2% | Added |
| Clear Street Markets LLC | 18,897 | $1.25M | 0.41% | −80,836−81.1% | Reduced |
| Widmann Financial Services, Inc. | 18,854 | $1.25M | 0.78% | −143−0.8% | Reduced |