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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 9,713 | $560.1K | 0.00% | −1,281−11.7% | Reduced |
| West Chester Capital Advisors, Inc | 9,729 | $561.0K | 0.33% | +89+0.9% | Added |
| Reliant Investment Partners, LLC | 9,741 | $561.7K | 0.44% | +23+0.2% | Added |
| Northcape Wealth Management, LLC | 9,746 | $562.0K | 0.16% | +161+1.7% | Added |
| Powers Advisory Group, LLC | 9,778 | $563.8K | 0.21% | +501+5.4% | Added |
| Holderness Investments Co | 9,795 | $564.8K | 0.11% | +37+0.4% | Added |
| Farmers Trust Co | 9,813 | $565.8K | 0.09% | +500+5.4% | Added |
| Peak Financial Advisors LLC | 9,830 | $566.8K | 0.25% | −211−2.1% | Reduced |
| Nations Financial Group Inc, | 9,832 | $566.9K | 0.03% | −201−2.0% | Reduced |
| Fishman Jay A Ltd | 9,835 | $567.1K | 0.05% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 9,008 | $568.7K | 0.06% | +9+0.1% | Added |
| CFO4Life Group, LLC | 9,878 | $569.6K | 0.08% | −165−1.6% | Reduced |
| Private Client Services, LLC | 9,889 | $570.2K | 0.18% | +4,196+73.7% | Added |
| Hourglass Capital, LLC | 9,900 | $570.8K | 0.12% | +9,900 | New |
| Guilbault Capital LLC | 9,904 | $571.1K | 0.64% | +9,904 | New |
| MSH Capital Advisors LLC | 9,912 | $571.5K | 0.12% | +280+2.9% | Added |
| MidWestOne Financial Group, Inc. | 9,914 | $571.6K | 0.06% | −220−2.2% | Reduced |
| Cladis Investment Advisory, LLC | 9,914 | $571.6K | 0.31% | −150−1.5% | Reduced |
| Cornerstone Advisory, LLC | 9,932 | $572.7K | 0.05% | −999−9.1% | Reduced |
| Monument Capital Management | 9,967 | $574.7K | 0.14% | −9,269−48.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 9,983 | $575.7K | 0.15% | +748+8.1% | Added |
| Tocqueville Asset Management L.P. | 9,989 | $576.0K | 0.01% | +212+2.2% | Added |
| Apella Capital, LLC | 9,995 | $576.3K | 0.01% | −35−0.3% | Reduced |
| Titleist Asset Management, LLC | 9,995 | $576.3K | 0.05% | +368+3.8% | Added |
| Angeles Wealth Management, LLC | 9,836 | $577.5K | 0.03% | −164−1.6% | Reduced |
| Swisher Financial Concepts, Inc. | 10,025 | $578.0K | 0.33% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 10,053 | $579.7K | 0.17% | −913−8.3% | Reduced |
| Occidental Asset Management, LLC | 10,070 | $580.6K | 0.07% | +166+1.7% | Added |
| Rodgers Brothers Inc. | 10,086 | $581.6K | 0.07% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 10,100 | $582.4K | 0.18% | 00.0% | Unchanged |
| Bangor Savings Bank | 10,103 | $582.5K | 0.05% | −20.0% | Reduced |
| Acorn Wealth Advisors, LLC | 10,117 | $583.4K | 0.17% | +163+1.6% | Added |
| Azimuth Capital Investment Management LLC | 10,150 | $585.2K | 0.02% | +50+0.5% | Added |
| BAM Wealth Management, LLC | 10,173 | $586.6K | 0.42% | +2,521+32.9% | Added |
| Romano Brothers and Company | 10,176 | $586.7K | 0.07% | −1,136−10.0% | Reduced |
| XY Planning Network, Inc. | 10,204 | $588.4K | 0.10% | +10,204 | New |
| Wellington Shields Capital Management, LLC | 10,242 | $590.5K | 0.09% | −399−3.7% | Reduced |
| Roman Butler Fullerton & Co | 9,688 | $591.2K | 0.16% | +9,688 | New |
| Founders Financial Securities LLC | 10,262 | $591.7K | 0.03% | +891+9.5% | Added |
| Baron Wealth Management LLC | 10,266 | $591.9K | 0.18% | −10.0% | Reduced |
| Providence Wealth Advisors, LLC | 10,629 | $595.5K | 0.37% | −1,229−10.4% | Reduced |
| Siemens Fonds Invest GmbH | 10,312 | $595.7K | 0.03% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 10,346 | $596.6K | 0.09% | −995−8.8% | Reduced |
| Main Street Group, LTD | 10,350 | $596.8K | 0.21% | +490+5.0% | Added |
| Univest Financial Corp | 10,351 | $596.8K | 0.03% | +56+0.5% | Added |
| Chesley Taft & Associates LLC | 10,359 | $597.3K | 0.02% | +10,359 | New |
| Keating Financial Advisory Services, Inc. | 10,374 | $598.2K | 0.08% | +10,374 | New |
| Garden State Investment Advisory Services LLC | 10,380 | $599.0K | 0.14% | −541−5.0% | Reduced |
| 180 Wealth Advisors, LLC | 10,399 | $599.6K | 0.07% | −135−1.3% | Reduced |
| Clark Capital Management Group, Inc. | 10,400 | $599.7K | 0.00% | +621+6.4% | Added |
| Greatmark Investment Partners, Inc. | 10,424 | $601.0K | 0.07% | +1,500+16.8% | Added |
| EverSource Wealth Advisors, LLC | 10,435 | $601.7K | 0.02% | −498−4.6% | Reduced |
| Wealth Architects, LLC | 10,457 | $602.9K | 0.05% | −63−0.6% | Reduced |
| Dakota Wealth Management | 10,457 | $603.0K | 0.01% | −466−4.3% | Reduced |
| Truvestments Capital LLC | 10,498 | $605.3K | 0.11% | +165+1.6% | Added |
| Waddell & Associates, LLC | 10,503 | $605.6K | 0.04% | −62−0.6% | Reduced |
| James J. Burns & Company, LLC | 10,508 | $605.9K | 0.08% | −7,398−41.3% | Reduced |
| Balentine LLC | 10,521 | $606.6K | 0.02% | −53−0.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 10,514 | $607.5K | 0.05% | +261+2.5% | Added |
| Fee-Only Financial Planning, L.C. | 10,553 | $608.5K | 0.35% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9,871 | $609.6K | 0.03% | +1,609+19.5% | Added |
| Northstar Financial Companies, Inc. | 10,575 | $609.8K | 0.49% | +1,349+14.6% | Added |
| Patron Partners Advisors, LLC | 10,580 | $610.0K | 0.27% | −250−2.3% | Reduced |
| Brown Miller Wealth Management, LLC | 10,600 | $611.2K | 0.17% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 10,615 | $611.6K | 0.01% | −616−5.5% | Reduced |
| MOKAN Wealth Management Inc. | 10,626 | $612.5K | 0.27% | −531−4.8% | Reduced |
| Cortland Associates Inc | 10,663 | $615.0K | 0.08% | −8,271−43.7% | Reduced |
| Cross Staff Investments Inc | 10,676 | $615.6K | 0.38% | 00.0% | Unchanged |
| Bath Savings Trust Co | 10,676 | $615.6K | 0.06% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 10,681 | $615.9K | 0.32% | −3,963−27.1% | Reduced |
| St. Louis Trust Co | 10,700 | $617.0K | 0.07% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 10,702 | $617.1K | 0.01% | +4,940+85.7% | Added |
| Virtus ETF Advisers LLC | 10,732 | $618.8K | 0.29% | +1,600+17.5% | Added |
| Sylvest Advisors, LLC | 10,772 | $621.1K | 0.33% | −316−2.8% | Reduced |
| TFC Financial Management | 10,846 | $625.4K | 0.08% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 10,876 | $627.1K | 0.12% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10,880 | $627.3K | 0.20% | +7,105+188.2% | Added |
| Advocate Investing Services LLC | 10,901 | $628.6K | 0.56% | +10,901 | New |
| Greenfield Savings Bank | 10,930 | $630.2K | 0.27% | −775−6.6% | Reduced |
| Security National Bank | 10,937 | $630.6K | 0.09% | 00.0% | Unchanged |
| MQS Management LLC | 10,938 | $630.7K | 0.37% | +10,938 | New |
| Woodmont Investment Counsel LLC | 10,941 | $630.9K | 0.04% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 10,948 | $631.3K | 0.36% | +10,948 | New |
| LGT Group Foundation | 10,940 | $632.0K | 0.01% | +5,448+99.2% | Added |
| City State Bank | 11,043 | $636.7K | 0.17% | +975+9.7% | Added |
| 49 Wealth Management, LLC | 11,059 | $637.7K | 0.05% | +1,440+15.0% | Added |
| Cobblestone Asset Management LLC | 11,091 | $639.5K | 0.29% | +403+3.8% | Added |
| Spears Abacus Advisors LLC | 11,092 | $639.6K | 0.01% | +873+8.5% | Added |
| Patton Albertson Miller Group, LLC | 11,093 | $639.6K | 0.08% | +1,590+16.7% | Added |
| Klingman & Associates, LLC | 11,105 | $640.3K | 0.03% | −53−0.5% | Reduced |
| Fundamentun, LLC | 11,121 | $641.2K | 0.03% | +618+5.9% | Added |
| JT Stratford LLC | 11,242 | $648.2K | 0.08% | +396+3.7% | Added |
| Castle Rock Wealth Management, LLC | 10,116 | $649.7K | 0.14% | −838−7.7% | Reduced |
| WealthTrust Axiom LLC | 11,294 | $651.2K | 0.17% | +200+1.8% | Added |
| Elevated Capital Advisors, LLC | 11,326 | $653.1K | 0.15% | +488+4.5% | Added |
| Callahan Advisors, LLC | 11,328 | $653.2K | 0.05% | +65+0.6% | Added |
| Axis Wealth Partners, LLC | 11,338 | $653.7K | 0.36% | −6−0.1% | Reduced |
| One Wealth Advisors, LLC | 11,340 | $653.9K | 0.08% | +1,647+17.0% | Added |
| Unique Wealth Strategies, LLC | 11,348 | $654.3K | 0.26% | +560+5.2% | Added |
| Howland Capital Management LLC | 11,176 | $656.3K | 0.02% | +6,623+145.5% | Added |