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, Q4 2025
Institutional positions in Altria Group, Inc. as of Dec 31, 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
- 2,394
- +86 vs. Q3 2025
- Shares held
- 1.05B
- +17.7M (+1.7%) vs. Q3 2025
- Total value
- $60.4B
- −$7.60B (−11.2%) vs. Q3 2025
- New holders
- 270
- 986 more added
- Sold out
- 184
- 831 more reduced
48 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Business Financial Services, Inc. | 7,116 | $410.3K | 0.04% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 7,116 | $410.3K | 0.22% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 7,123 | $410.7K | 0.03% | +436+6.5% | Added |
| Chemung Canal Trust Co | 7,142 | $411.8K | 0.08% | −116−1.6% | Reduced |
| Rowland & Co Investment Counsel | 7,152 | $412.4K | 0.08% | +4,220+143.9% | Added |
| PCM Encore, LLC | 7,194 | $414.8K | 0.09% | +7,194 | New |
| EPG Wealth Management LLC | 7,207 | $415.5K | 0.11% | +335+4.9% | Added |
| Woodard & Co Asset Management Group Inc | 7,210 | $415.7K | 0.07% | +285+4.1% | Added |
| Strive Financial Group ,LLC | 7,233 | $417.1K | 0.22% | +7,233 | New |
| Beacon Investment Advisory Services, Inc. | 7,248 | $417.9K | 0.02% | −70−1.0% | Reduced |
| Washington Trust Co | 7,285 | $420.0K | 0.01% | −33−0.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,289 | $420.3K | 0.06% | −158−2.1% | Reduced |
| Mach-1 Financial Group, Inc. | 7,306 | $421.3K | 0.09% | +3,648+99.7% | Added |
| Facet Wealth, Inc. | 6,673 | $421.3K | 0.01% | −7,033−51.3% | Reduced |
| Cypress Wealth Services, LLC | 7,325 | $422.3K | 0.06% | +2,364+47.7% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 7,337 | $423.1K | 0.35% | −371−4.8% | Reduced |
| Charles Schwab Trust Co | 7,349 | $423.7K | 0.03% | −1,411−16.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,354 | $424.0K | 0.04% | +89+1.2% | Added |
| Compass Wealth Management, LLC | 7,357 | $424.2K | 0.17% | +20.0% | Added |
| GFS Advisors, LLC | 7,365 | $424.7K | 0.05% | −100−1.3% | Reduced |
| Coastal Bridge Advisors, LLC | 7,381 | $425.6K | 0.03% | −83−1.1% | Reduced |
| Seven Mile Advisory | 7,387 | $425.9K | 0.07% | −703−8.7% | Reduced |
| Secured Retirement Advisors, LLC | 7,404 | $426.9K | 0.24% | +643+9.5% | Added |
| Berger Financial Group, Inc | 7,407 | $427.1K | 0.02% | −254−3.3% | Reduced |
| O'Rourke & Company, Inc | 7,414 | $427.5K | 0.17% | +432+6.2% | Added |
| Mma Asset Management LLC | 7,438 | $428.9K | 0.15% | −5,238−41.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 7,471 | $430.8K | 0.04% | +113+1.5% | Added |
| J2 Capital Management Inc | 7,475 | $431.0K | 0.31% | +304+4.2% | Added |
| Long Run Wealth Advisors, LLC | 7,484 | $431.5K | 0.08% | +112+1.5% | Added |
| Frisch Financial Group, Inc. | 7,370 | $432.8K | 0.10% | +2,677+57.0% | Added |
| Smithfield Trust Co | 7,528 | $433.0K | 0.02% | +473+6.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,512 | $433.2K | 0.11% | −1,006−11.8% | Reduced |
| Hendershot Investments Inc. | 7,521 | $433.7K | 0.06% | −10.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,525 | $433.9K | 0.09% | −121−1.6% | Reduced |
| CLG LLC | 7,539 | $434.7K | 0.11% | +7+0.1% | Added |
| Schmidt P J Investment Management Inc | 7,549 | $435.3K | 0.07% | 00.0% | Unchanged |
| Blalock Williams, LLC | 7,562 | $436.1K | 0.35% | −318−4.0% | Reduced |
| Edge Financial Advisors LLC | 3,789 | $437.0K | 0.18% | +25+0.7% | Added |
| Bank Ozk | 7,580 | $437.1K | 0.15% | +1,122+17.4% | Added |
| Marshall Financial Group LLC | 7,582 | $437.2K | 0.08% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 7,586 | $437.4K | 0.10% | +7,586 | New |
| VisionPoint Advisory Group, LLC | 7,590 | $437.6K | 0.09% | +846+12.5% | Added |
| First Western Trust Bank | 7,598 | $438.1K | 0.02% | 00.0% | Unchanged |
| Diversified Management Inc | 7,603 | $438.4K | 0.10% | +7,603 | New |
| HighMark Wealth Management LLC | 7,623 | $439.6K | 0.18% | +35+0.5% | Added |
| Teamwork Financial Advisors, LLC | 7,652 | $441.2K | 0.05% | −1,045−12.0% | Reduced |
| Banque Transatlantique SA | 7,657 | $441.4K | 0.01% | −132−1.7% | Reduced |
| Second Line Capital, LLC | 7,548 | $443.2K | 0.09% | −165−2.1% | Reduced |
| Holland Advisory Services, Inc. | 7,710 | $444.6K | 0.60% | 00.0% | Unchanged |
| Smith, Salley & Associates | 7,711 | $444.6K | 0.02% | +450+6.2% | Added |
| MBL Wealth, LLC | 7,721 | $445.2K | 0.04% | −124−1.6% | Reduced |
| Rare Wolf Capital LLC | 7,725 | $445.4K | 0.28% | +7,725 | New |
| Brown Financial Advisors | 7,736 | $446.1K | 0.16% | +93+1.2% | Added |
| Heritage Family Offices, LLP | 7,743 | $446.5K | 0.20% | +213+2.8% | Added |
| Pflug Koory, LLC | 7,769 | $448.0K | 0.21% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 7,827 | $451.3K | 0.00% | +7,827 | New |
| Successful Portfolios LLC | 7,874 | $453.0K | 0.23% | +472+6.4% | Added |
| Princeton Global Asset Management LLC | 7,873 | $454.0K | 0.07% | +362+4.8% | Added |
| Montag A & Associates Inc | 7,733 | $454.1K | 0.02% | −9−0.1% | Reduced |
| Stablepoint Partners, LLC | 7,886 | $454.7K | 0.07% | +84+1.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,908 | $456.0K | 0.03% | −1,074−12.0% | Reduced |
| Juno Financial Group LLC | 7,918 | $456.5K | 0.18% | +7,918 | New |
| Manchester Capital Management LLC | 7,918 | $456.6K | 0.06% | +141+1.8% | Added |
| Ocean Capital Management, LLC | 7,920 | $456.6K | 0.09% | +38+0.5% | Added |
| Fort Point Capital Partners LLC | 7,417 | $456.7K | 0.06% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 7,939 | $457.8K | 0.10% | −19−0.2% | Reduced |
| Pure Portfolios Holdings LLC | 7,959 | $458.9K | 0.14% | +356+4.7% | Added |
| Marble Wealth, LLC | 7,959 | $458.9K | 0.06% | +7,959 | New |
| Councilmark Asset Management, LLC | 7,966 | $459.3K | 0.26% | 00.0% | Unchanged |
| Centennial Bank | 7,969 | $459.5K | 0.18% | 00.0% | Unchanged |
| Clarion Wealth Managment Partners, LLC | 7,969 | $459.5K | 0.43% | +49+0.6% | Added |
| DDFG, Inc | 7,976 | $459.9K | 0.10% | −18−0.2% | Reduced |
| Vivaldi Capital Management, LLC | 7,988 | $460.6K | 0.06% | −235−2.9% | Reduced |
| Reaves W H & Co Inc | 8,000 | $461.3K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 8,004 | $461.5K | 0.02% | −8,218−50.7% | Reduced |
| Capital Performance Advisors LLP | 8,004 | $461.5K | 0.03% | +1,834+29.7% | Added |
| Westmount Partners, LLC | 8,010 | $461.8K | 0.12% | −4,200−34.4% | Reduced |
| SG Trading Solutions, LLC | 8,048 | $464.0K | 0.11% | +8,048 | New |
| Fell Capital Management | 8,050 | $464.2K | 0.45% | +8,050 | New |
| Accredited Investors Inc. | 8,074 | $465.6K | 0.02% | −519−6.0% | Reduced |
| Bouchey Financial Group Ltd | 8,027 | $466.3K | 0.03% | +1,061+15.2% | Added |
| NorthCrest Asset Manangement, LLC | 8,286 | $466.5K | 0.01% | −1,493−15.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,102 | $467.0K | 0.01% | −10−0.1% | Reduced |
| Compass Capital Corp | 7,233 | $469.3K | 0.18% | +7,233 | New |
| Cascades Capital Asset Management, LLC | 8,145 | $469.7K | 0.20% | −721−8.1% | Reduced |
| Challenger Wealth Management | 8,156 | $470.3K | 0.36% | +10.0% | Added |
| PFG Advisors | 8,159 | $470.4K | 0.02% | −2,920−26.4% | Reduced |
| National Wealth Management Group, LLC | 8,171 | $471.1K | 0.16% | +8,171 | New |
| Maimon Wealth Management Ltd. | 8,233 | $474.7K | 0.44% | +8,233 | New |
| Strategic Advisors LLC | 8,243 | $475.3K | 0.07% | +160+2.0% | Added |
| Smith Shellnut Wilson LLC | 8,244 | $475.3K | 0.18% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 8,251 | $475.8K | 0.04% | +445+5.7% | Added |
| Affinity Capital Advisors, LLC | 8,254 | $475.9K | 0.07% | +682+9.0% | Added |
| Trilogy Capital Inc. | 8,257 | $476.1K | 0.02% | +158+2.0% | Added |
| Sterling Investment Counsel, LLC | 9,121 | $476.9K | 0.14% | +9,121 | New |
| Frec Markets, Inc. | 8,285 | $477.7K | 0.14% | +8,285 | New |
| Clear Street Markets LLC | 8,292 | $478.1K | 0.09% | −10,605−56.1% | Reduced |
| Orion Investment Co | 8,296 | $478.3K | 0.15% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 8,310 | $479.2K | 0.13% | +15+0.2% | Added |
| Perennial Investment Advisors, LLC | 8,317 | $479.6K | 0.04% | +1,347+19.3% | Added |