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 |
|---|---|---|---|---|---|
| Axim Planning & Wealth | 13,329 | $768.5K | 0.82% | +13,329 | New |
| Taylor & Morgan Wealth Management, LLC | 13,332 | $768.7K | 0.43% | +201+1.5% | Added |
| First National Bank & Trust Co of Newtown | 13,336 | $768.8K | 0.14% | +1,677+14.4% | Added |
| 44 Wealth Management LLC | 13,366 | $770.7K | 0.26% | +43+0.3% | Added |
| Davis Capital Management | 13,397 | $772.5K | 0.53% | +10+0.1% | Added |
| Gables Capital Management Inc. | 13,426 | $774.1K | 0.33% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 13,474 | $776.9K | 0.10% | +13,474 | New |
| Godsey & Gibb Associates | 13,495 | $778.1K | 0.07% | −1,000−6.9% | Reduced |
| Equitable Trust Co | 13,497 | $778.2K | 0.03% | +4,596+51.6% | Added |
| Davis R M Inc | 13,498 | $778.3K | 0.01% | +8,715+182.2% | Added |
| Dover Advisors, LLC | 13,264 | $778.9K | 0.30% | −40−0.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 13,508 | $778.9K | 0.17% | +450+3.4% | Added |
| Hazlett, Burt & Watson, Inc. | 13,516 | $779.0K | 0.25% | +151+1.1% | Added |
| Avestar Capital, LLC | 13,528 | $780.0K | 0.05% | +639+5.0% | Added |
| Exchange Bank | 13,546 | $781.1K | 0.54% | −144−1.1% | Reduced |
| Sterling Investment Management, Inc. | 13,605 | $784.4K | 0.44% | −47−0.3% | Reduced |
| Signature Wealth Management Partners, LLC | 13,643 | $786.6K | 0.39% | +20.0% | Added |
| Williams Jones Wealth Management, LLC. | 13,724 | $791.3K | 0.01% | +1,101+8.7% | Added |
| Eastern Bank | 13,736 | $792.0K | 0.01% | +16+0.1% | Added |
| First Bank & Trust | 13,747 | $792.7K | 0.13% | +13,747 | New |
| Keystone Wealth Services, LLC | 13,755 | $793.1K | 0.17% | +160+1.2% | Added |
| Magnetar Financial LLC | 13,797 | $795.5K | 0.01% | +13,797 | New |
| Continuum Advisory, LLC | 13,804 | $795.9K | 0.08% | +510+3.8% | Added |
| Douglass Winthrop Advisors, LLC | 13,825 | $797.1K | 0.01% | −416−2.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,855 | $798.9K | 0.39% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 13,861 | $799.2K | 0.12% | −8−0.1% | Reduced |
| Capital International Sarl | 13,904 | $801.7K | 0.01% | −2,211−13.7% | Reduced |
| Chicago Capital, LLC | 13,952 | $804.5K | 0.02% | +10.0% | Added |
| Atlas Capital Advisors LLC | 13,953 | $804.5K | 0.09% | +13,953 | New |
| Longfellow Investment Management Co LLC | 13,958 | $804.8K | 0.18% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 13,744 | $806.9K | 0.08% | +13,744 | New |
| Journey Strategic Wealth LLC | 14,007 | $807.7K | 0.02% | −7,777−35.7% | Reduced |
| FLC Capital Advisors | 14,052 | $810.2K | 0.15% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 14,149 | $815.8K | 0.01% | +14,149 | New |
| SP Asset Management LLC | 14,171 | $817.1K | 0.06% | +197+1.4% | Added |
| American National Bank | 14,191 | $818.3K | 0.08% | +135+1.0% | Added |
| Bill Few Associates, Inc. | 14,191 | $818.3K | 0.20% | +531+3.9% | Added |
| Magnolia Capital Advisors LLC | 14,221 | $820.0K | 0.17% | −989−6.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 14,255 | $821.9K | 0.25% | +32+0.2% | Added |
| Principle Wealth Partners LLC | 14,269 | $822.8K | 0.05% | +11+0.1% | Added |
| Axq Capital, LP | 14,295 | $824.3K | 0.19% | +9,538+200.5% | Added |
| Wolff Financial Management LLC | 14,329 | $826.2K | 0.19% | −222−1.5% | Reduced |
| Alphadyne Asset Management LP | 14,395 | $830.0K | 0.08% | +14,395 | New |
| Armistice Capital, LLC | 14,406 | $830.6K | 0.02% | +14,406 | New |
| Diversified Enterprises, LLC | 14,489 | $835.4K | 0.05% | +9,763+206.6% | Added |
| Jackson Hole Capital Partners, LLC | 14,506 | $836.4K | 0.14% | +1,831+14.4% | Added |
| Tradewinds, LLC. | 14,520 | $837.2K | 0.20% | −407−2.7% | Reduced |
| Atom Investors LP | 14,528 | $837.7K | 0.07% | +14,528 | New |
| National Philanthropic Trust | 14,538 | $838.3K | 0.01% | +14,538 | New |
| TigerOak Management, L.L.C. | 14,560 | $839.5K | 0.26% | +574+4.1% | Added |
| Courier Capital LLC | 14,569 | $840.1K | 0.05% | +24+0.2% | Added |
| Trust Co | 14,628 | $843.5K | 0.08% | +14,628 | New |
| Plimoth Trust Co LLC | 14,633 | $843.7K | 0.19% | −300−2.0% | Reduced |
| R Squared Ltd | 14,638 | $844.0K | 0.39% | +14,638 | New |
| Vermillion & White Wealth Management Group, LLC | 14,655 | $845.0K | 0.46% | +464+3.3% | Added |
| Flputnam Investment Management Co | 14,660 | $845.3K | 0.01% | +2,228+17.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 14,662 | $845.5K | 0.25% | +361+2.5% | Added |
| Fiduciary Group LLC | 14,878 | $857.9K | 0.07% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 14,883 | $858.2K | 0.34% | +6,467+76.8% | Added |
| North Star Investment Management Corp. | 14,890 | $858.6K | 0.05% | +776+5.5% | Added |
| Galvin, Gaustad & Stein, LLC | 14,904 | $859.4K | 0.07% | +460+3.2% | Added |
| Nwam LLC | 13,759 | $863.3K | 0.05% | −974−6.6% | Reduced |
| Tevis Investment Management | 12,866 | $863.6K | 0.52% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 15,000 | $864.9K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 15,000 | $864.9K | 0.07% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 15,016 | $865.8K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 15,018 | $865.9K | 0.06% | +43+0.3% | Added |
| VeraBank, N.A. | 15,072 | $869.1K | 0.16% | −7,034−31.8% | Reduced |
| Purkiss Capital Advisors LLC | 15,097 | $870.5K | 0.41% | −117−0.8% | Reduced |
| CWS Financial Advisors, LLC | 15,098 | $870.5K | 0.24% | −319−2.1% | Reduced |
| Kapstone Financial Advisors LLC | 15,195 | $876.1K | 0.44% | −80−0.5% | Reduced |
| GM Advisory Group, Inc. | 15,211 | $877.1K | 0.03% | +33+0.2% | Added |
| Intrua Financial, LLC | 15,225 | $877.9K | 0.10% | −1,660−9.8% | Reduced |
| Klingenstein Fields & Co LP | 15,365 | $885.9K | 0.03% | 00.0% | Unchanged |
| Royal Palms Capital LLC | 15,370 | $886.2K | 1.05% | +15,370 | New |
| LS Investment Advisors, LLC | 15,375 | $886.5K | 0.12% | +1,997+14.9% | Added |
| Red Door Wealth Management, LLC | 15,375 | $886.5K | 0.09% | +562+3.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,423 | $889.3K | 0.01% | −25,002−61.8% | Reduced |
| Alpha Omega Wealth Management LLC | 15,484 | $892.8K | 0.15% | +1,972+14.6% | Added |
| Bartlett & Co. Wealth Management LLC | 15,259 | $894.5K | 0.01% | −40−0.3% | Reduced |
| Meridian Wealth Management, LLC | 15,534 | $895.7K | 0.03% | −359−2.3% | Reduced |
| Advyzon Investment Management, LLC | 15,706 | $905.6K | 0.11% | +4,811+44.2% | Added |
| Tradition Wealth Management, LLC | 15,716 | $906.2K | 0.07% | +144+0.9% | Added |
| Burns J W & Co Inc | 15,727 | $906.8K | 0.10% | −1,738−10.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 15,829 | $912.7K | 0.05% | −41−0.3% | Reduced |
| Woodward Diversified Capital, LLC | 15,850 | $913.9K | 0.42% | +442+2.9% | Added |
| Rexford Capital Inc | 15,872 | $915.2K | 0.69% | +40+0.3% | Added |
| Ameritas Investment Partners, Inc. | 15,928 | $918.4K | 0.03% | −278−1.7% | Reduced |
| Calamos Wealth Management LLC | 16,059 | $926.0K | 0.03% | −4,011−20.0% | Reduced |
| MTM Investment Management, LLC | 16,076 | $926.9K | 0.30% | −217−1.3% | Reduced |
| Guardian Partners Inc. | 14,250 | $928.2K | 0.07% | +5,000+54.1% | Added |
| Westbourne Investment Advisors, Inc. | 16,099 | $928.3K | 0.26% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 16,148 | $931.1K | 0.02% | +2,738+20.4% | Added |
| San Luis Wealth Advisors LLC | 16,224 | $935.5K | 0.16% | +3,312+25.7% | Added |
| Park Edge Advisors, LLC | 16,234 | $936.1K | 0.21% | +16,234 | New |
| Blue Capital, Inc. | 16,270 | $938.1K | 0.67% | +10,226+169.2% | Added |
| Cigna Investments Inc | 16,295 | $939.0K | 0.14% | −179−1.1% | Reduced |
| WealthPLAN Partners, LLC | 16,289 | $939.2K | 0.14% | +1,258+8.4% | Added |
| Parkside Financial Bank & Trust | 16,302 | $940.0K | 0.07% | +2,380+17.1% | Added |
| V-Square Quantitative Management LLC | 16,317 | $940.8K | 0.10% | +1,084+7.1% | Added |