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 |
|---|---|---|---|---|---|
| Turtle Creek Wealth Advisors, LLC | 11,431 | $659.1K | 0.05% | +563+5.2% | Added |
| Anchor Investment Management, LLC | 11,453 | $660.4K | 0.05% | −30−0.3% | Reduced |
| Synergy Financial Management, LLC | 11,462 | $660.9K | 0.07% | +11,462 | New |
| Goldstone Financial Group, LLC | 11,495 | $662.8K | 0.07% | +750+7.0% | Added |
| Sowa Financial Group, Inc. | 11,523 | $664.0K | 0.35% | +84+0.7% | Added |
| Keystone Financial Group | 11,533 | $665.0K | 0.05% | −1,001−8.0% | Reduced |
| Loudon Investment Management, LLC | 11,538 | $665.3K | 0.35% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $665.3K | 0.01% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 11,562 | $666.7K | 0.08% | +67+0.6% | Added |
| PDS Planning, Inc | 11,580 | $667.7K | 0.04% | −132−1.1% | Reduced |
| Rahlfs Capital, LLC | 11,597 | $668.7K | 0.52% | −525−4.3% | Reduced |
| HHM Wealth Advisors, LLC | 11,603 | $669.0K | 0.08% | −36−0.3% | Reduced |
| Miller Financial Services LLC | 11,612 | $669.5K | 0.79% | −15−0.1% | Reduced |
| Paragon Financial Partners, Inc. | 11,614 | $669.7K | 0.41% | 00.0% | Unchanged |
| Tompkins Financial Corp | 11,627 | $670.4K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 11,631 | $670.6K | 0.04% | −1,235−9.6% | Reduced |
| Pallas Capital Advisors LLC | 11,639 | $671.1K | 0.02% | +532+4.8% | Added |
| One + One Wealth Management, LLC | 11,657 | $672.1K | 0.31% | −314−2.6% | Reduced |
| BridgePort Financial Solutions, LLC | 11,702 | $674.7K | 0.18% | +11,702 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,719 | $675.7K | 0.04% | +2,669+29.5% | Added |
| Aaron Wealth Advisors | 11,748 | $677.4K | 0.04% | −6,459−35.5% | Reduced |
| Delta Asset Management LLC | 11,748 | $677.4K | 0.06% | −156−1.3% | Reduced |
| Old Peak Finance LLC | 11,755 | $677.8K | 0.42% | +11,755 | New |
| Enzi Wealth | 11,038 | $678.5K | 0.24% | +29+0.3% | Added |
| Premier Path Wealth Partners, LLC | 11,779 | $679.2K | 0.09% | +1,132+10.6% | Added |
| City National Bank of Florida | 11,823 | $681.7K | 0.45% | −1,290−9.8% | Reduced |
| Foster Group, Inc. | 11,828 | $682.0K | 0.02% | −57−0.5% | Reduced |
| Serenus Wealth Advisors, LLC | 11,879 | $684.9K | 0.13% | 00.0% | Unchanged |
| United Bank | 11,905 | $686.4K | 0.09% | +3,472+41.2% | Added |
| Tandem Financial, LLC | 12,884 | $686.8K | 0.83% | +7,175+125.7% | Added |
| Northstar Advisory Group, LLC | 11,971 | $690.2K | 0.25% | −8−0.1% | Reduced |
| Virtue Capital Management, LLC | 12,079 | $692.2K | 0.11% | +9,962+470.6% | Added |
| Narwhal Capital Management | 12,045 | $694.5K | 0.05% | 00.0% | Unchanged |
| MidFirst Bank | 12,079 | $696.5K | 0.06% | +12,079 | New |
| Colonial River Wealth Management, LLC | 12,085 | $696.8K | 0.25% | −244−2.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,110 | $698.0K | 0.16% | +12,110 | New |
| Intellectus Partners, LLC | 11,902 | $698.9K | 0.14% | +343+3.0% | Added |
| Rogco, LP | 12,126 | $699.2K | 0.23% | +128+1.1% | Added |
| Navis Wealth Advisors, LLC | 12,127 | $699.2K | 0.30% | +12,127 | New |
| Kendall Capital Management | 12,132 | $699.5K | 0.15% | +85+0.7% | Added |
| Strategic Blueprint, LLC | 12,142 | $700.1K | 0.04% | −334−2.7% | Reduced |
| Spinnaker Trust | 12,150 | $700.6K | 0.04% | +80+0.7% | Added |
| Manske Wealth Management | 12,179 | $702.3K | 0.21% | −109−0.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,219 | $704.5K | 0.01% | +100+0.8% | Added |
| XML Financial, LLC | 12,226 | $704.9K | 0.06% | −105−0.9% | Reduced |
| Childress Capital Advisors, LLC | 12,273 | $707.7K | 0.11% | +3,936+47.2% | Added |
| Kennedy Investment Group | 12,304 | $709.4K | 0.27% | +19+0.2% | Added |
| Boston Family Office LLC | 12,323 | $711.0K | 0.05% | −318−2.5% | Reduced |
| Capstone Capital Management Ltd | 12,350 | $712.1K | 0.68% | +12,350 | New |
| Aureus Asset Management, LLC | 12,356 | $712.4K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 12,364 | $712.9K | 0.03% | +252+2.1% | Added |
| SageGuard Financial Group, LLC | 12,395 | $714.7K | 0.11% | +12,395 | New |
| Fund Advisors of America Inc | 12,406 | $715.3K | 0.66% | +12,406 | New |
| Lewis Asset Management, LLC | 12,422 | $716.3K | 0.29% | −550−4.2% | Reduced |
| Neville Rodie & Shaw Inc | 12,428 | $717.0K | 0.05% | −1,398−10.1% | Reduced |
| Ariadne Wealth Management, LP | 10,725 | $718.7K | 0.30% | −673−5.9% | Reduced |
| Parcion Private Wealth LLC | 12,476 | $719.4K | 0.04% | +407+3.4% | Added |
| Davidson Trust Co | 12,480 | $719.6K | 0.30% | +362+3.0% | Added |
| Advisor OS, LLC | 12,503 | $720.9K | 0.06% | −842−6.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 12,315 | $723.1K | 0.01% | −2,811−18.6% | Reduced |
| Storen Legacy Partners, LLC | 12,552 | $723.8K | 0.23% | +12,552 | New |
| CoreFirst Bank & Trust | 12,563 | $724.4K | 0.39% | −1,217−8.8% | Reduced |
| Catalyst Financial Partners LLC | 12,589 | $725.9K | 0.08% | −542−4.1% | Reduced |
| Brindle & Bay Financial Advisors, LLC | 12,624 | $727.9K | 0.48% | +12,624 | New |
| Spirit of America Management Corp | 12,650 | $729.4K | 0.15% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 12,655 | $729.7K | 0.05% | +932+8.0% | Added |
| KCM Investment Advisors LLC | 12,655 | $729.7K | 0.02% | +1,807+16.7% | Added |
| Johnson & White Wealth Management, LLC | 12,704 | $732.5K | 0.32% | +154+1.2% | Added |
| Hilltop National Bank | 12,707 | $732.7K | 0.18% | +186+1.5% | Added |
| Wealth Quarterback LLC | 12,749 | $735.1K | 0.26% | +2,270+21.7% | Added |
| McGowan Group Asset Management, Inc. | 12,761 | $735.8K | 0.09% | +59+0.5% | Added |
| Walker Asset Management, LLC | 12,769 | $736.3K | 0.40% | −8−0.1% | Reduced |
| Symmetry Partners, LLC | 12,779 | $736.8K | 0.04% | +6,096+91.2% | Added |
| Cambria Investment Management, L.P. | 12,801 | $738.1K | 0.04% | +1,287+11.2% | Added |
| Cape Investment Advisory, Inc. | 12,832 | $739.9K | 0.23% | +12,680+8,342.1% | Added |
| Cidel Asset Management Inc | 12,852 | $741.0K | 0.05% | −4,000−23.7% | Reduced |
| Grimes & Company, Inc. | 12,869 | $742.0K | 0.02% | +86+0.7% | Added |
| Old Point Trust & Financial Services N A | 12,889 | $743.2K | 0.23% | +150+1.2% | Added |
| Columbia Asset Management | 12,890 | $743.2K | 0.13% | −635−4.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 12,892 | $743.4K | 0.20% | −496−3.7% | Reduced |
| Patten & Patten Inc | 12,899 | $743.8K | 0.04% | +1,300+11.2% | Added |
| Stirlingshire Investments, Inc. | 12,680 | $744.6K | 0.66% | +12,680 | New |
| Farmers & Merchants Investments Inc | 12,923 | $745.1K | 0.02% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 12,934 | $745.8K | 0.26% | −566−4.2% | Reduced |
| NorthStar Asset Management LLC | 12,942 | $746.2K | 0.34% | +139+1.1% | Added |
| Mogy Joel R Investment Counsel Inc | 12,950 | $746.7K | 0.04% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 12,979 | $748.4K | 0.18% | −649−4.8% | Reduced |
| MBA Advisors LLC | 12,993 | $749.2K | 0.30% | −227−1.7% | Reduced |
| Close Asset Management Ltd | 12,997 | $750.0K | 0.02% | −402−3.0% | Reduced |
| Aviance Capital Partners, LLC | 13,092 | $754.9K | 0.09% | −13,890−51.5% | Reduced |
| Resolute Partners Group | 12,879 | $756.3K | 0.25% | +201+1.6% | Added |
| NBC Securities, Inc. | 13,125 | $756.8K | 0.06% | −3,898−22.9% | Reduced |
| Triad Wealth Partners, LLC | 13,137 | $757.5K | 0.07% | +2,343+21.7% | Added |
| Papamarkou Wellner Asset Management inc. | 13,140 | $757.7K | 0.46% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 13,198 | $761.0K | 0.03% | −70−0.5% | Reduced |
| Xxi Wealth, LLC | 13,225 | $762.6K | 0.46% | +13,225 | New |
| Evercore Wealth Management, LLC | 13,255 | $764.3K | 0.01% | +57+0.4% | Added |
| Capital Advisors Wealth Management, LLC | 13,314 | $767.7K | 0.10% | +203+1.5% | Added |
| KMG Fiduciary Partners, LLC | 13,325 | $768.3K | 0.05% | +2,211+19.9% | Added |
| Colonial Trust Co | 13,328 | $768.5K | 0.10% | −316−2.3% | Reduced |