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; 2,575 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
- 2,395
- +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
- 832 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 293 | $16.9K | 0.00% | −346−54.1% | Reduced |
| Tradewinds Capital Management, LLC | 300 | $17.3K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 300 | $17.3K | 0.01% | +300 | New |
| Global Wealth Strategies & Associates | 304 | $17.5K | 0.00% | +4+1.3% | Added |
| Founders Capital Management | 306 | $17.6K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 307 | $17.7K | 0.01% | +307 | New |
| Abound Wealth Management | 312 | $18.0K | 0.00% | +10+3.3% | Added |
| Financial Consulate, Inc | 317 | $18.3K | 0.00% | −28−8.1% | Reduced |
| WealthCollab, LLC | 324 | $18.7K | 0.01% | +88+37.3% | Added |
| Garner Asset Management Corp | 328 | $18.9K | 0.01% | +328 | New |
| Peterson Wealth Services | 342 | $19.7K | 0.01% | −59,088−99.4% | Reduced |
| Cedar Mountain Advisors, LLC | 347 | $20.0K | 0.00% | +11+3.3% | Added |
| Highline Wealth Partners LLC | 359 | $20.7K | 0.01% | +14+4.1% | Added |
| Redwood Park Advisors LLC | 365 | $21.0K | 0.01% | +8+2.2% | Added |
| Hurley Capital, LLC | 374 | $21.6K | 0.01% | +341+1,033.3% | Added |
| DHJJ Financial Advisors, Ltd. | 379 | $21.9K | 0.01% | +4+1.1% | Added |
| Graney & King, LLC | 396 | $22.8K | 0.01% | +5+1.3% | Added |
| Tower Trust & Investment Co | 400 | $23.1K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 411 | $23.7K | 0.00% | −300−42.2% | Reduced |
| POM Investment Strategies, LLC | 411 | $23.7K | 0.01% | +411 | New |
| Newton One Investments LLC | 412 | $23.8K | 0.01% | +6+1.5% | Added |
| Monetary Solutions, Ltd | 413 | $23.8K | 0.02% | +413 | New |
| NVWM, LLC | 422 | $24.3K | 0.01% | −5−1.2% | Reduced |
| Retirement Wealth Solutions LLC | 429 | $24.7K | 0.02% | −64−13.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 435 | $25.1K | 0.00% | +30+7.4% | Added |
| William B. Walkup & Associates, Inc. | 447 | $25.8K | 0.01% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 458 | $26.0K | 0.02% | +7+1.6% | Added |
| Financial Freedom, LLC | 454 | $26.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 456 | $26.3K | 0.01% | −439−49.1% | Reduced |
| Inlight Wealth Management, LLC | 463 | $26.7K | 0.01% | 00.0% | Unchanged |
| Wellington Grp LLC | 471 | $27.2K | 0.01% | +471 | New |
| Darwin Advisors, LLC | 471 | $27.2K | 0.01% | +12+2.6% | Added |
| Navalign, LLC | 492 | $28.3K | 0.01% | +492 | New |
| Creative Capital Management Investments LLC | 500 | $28.8K | 0.01% | +500 | New |
| Proathlete Wealth Management LLC | 500 | $28.9K | 0.01% | −177−26.1% | Reduced |
| Roble, Belko & Company, Inc | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 505 | $29.1K | 0.01% | +505 | New |
| Hughes Financial Services, LLC | 510 | $29.4K | 0.00% | +197+62.9% | Added |
| Ogorek Anthony Joseph | 538 | $31.0K | 0.01% | −97−15.3% | Reduced |
| Anfield Capital Management, LLC | 539 | $31.1K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 547 | $31.5K | 0.03% | +547 | New |
| Fairman Group, LLC | 538 | $31.6K | 0.03% | +8+1.5% | Added |
| Paladin Partners, LLC | 570 | $32.9K | 0.02% | +570 | New |
| Quattro Advisors LLC | 573 | $33.0K | 0.03% | +573 | New |
| Consultiva Wealth Management, Corp. | 600 | $34.6K | 0.10% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 600 | $34.6K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 625 | $36.0K | 0.01% | +7+1.1% | Added |
| Cornerstone Financial Management LLC | 625 | $36.0K | 0.03% | +625 | New |
| BNP Paribas | 630 | $36.3K | 0.00% | −135−17.6% | Reduced |
| ZRC Wealth Management, LLC | 630 | $36.3K | 0.01% | +278+79.0% | Added |
| Pinney & Scofield, Inc. | 631 | $36.4K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 635 | $36.6K | 0.03% | −7,606−92.3% | Reduced |
| Sarver Vrooman Wealth Advisors | 642 | $37.0K | 0.02% | −387−37.6% | Reduced |
| Abound Financial, LLC | 664 | $38.3K | 0.01% | +664 | New |
| WFA of San Diego, LLC | 665 | $38.4K | 0.03% | 00.0% | Unchanged |
| Clark Wealth Partners | 675 | $38.9K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 678 | $39.1K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 681 | $39.3K | 0.00% | +104+18.0% | Added |
| St. Johns Investment Management Company, LLC | 689 | $39.7K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 700 | $40.4K | 0.02% | +700 | New |
| Miller Global Investments, LLC | 714 | $41.2K | 0.04% | +714 | New |
| Compass Financial Services Inc | 717 | $41.3K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 718 | $41.4K | 0.00% | +407+130.9% | Added |
| Bayforest Capital Ltd | 732 | $42.2K | 0.03% | +509+228.3% | Added |
| Asset Dedication, LLC | 732 | $42.2K | 0.00% | −4,137−85.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 741 | $42.7K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 742 | $43.0K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 750 | $43.2K | 0.00% | −24−3.1% | Reduced |
| Sachetta, LLC | 751 | $43.5K | 0.02% | +3+0.4% | Added |
| Chapman Financial Group, LLC | 786 | $45.3K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 805 | $46.0K | 0.02% | +16+2.0% | Added |
| Advantage Trust Co | 800 | $46.1K | 0.02% | −800−50.0% | Reduced |
| Corsicana & Co. | 815 | $47.0K | 0.03% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 816 | $47.1K | 0.02% | +816 | New |
| IAG Wealth Partners, LLC | 823 | $47.5K | 0.01% | +131+18.9% | Added |
| Nalls Sherbakoff Group, LLC | 825 | $47.6K | 0.03% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 820 | $48.1K | 0.05% | +820 | New |
| Islay Capital Management, LLC | 842 | $48.5K | 0.03% | 00.0% | Unchanged |
| Bulwark Capital Corp | 846 | $48.8K | 0.03% | 00.0% | Unchanged |
| Bard Associates Inc | 863 | $50.7K | 0.01% | +863 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 883 | $50.9K | 0.07% | +243+38.0% | Added |
| Evolution Wealth Management Inc. | 886 | $51.1K | 0.04% | +10+1.1% | Added |
| Investment Research & Advisory Group, Inc. | 867 | $51.3K | 0.02% | −1,352−60.9% | Reduced |
| Sawyer & Company, Inc | 900 | $51.9K | 0.02% | +100+12.5% | Added |
| West Branch Capital LLC | 906 | $52.2K | 0.01% | −356−28.2% | Reduced |
| DV Trading LLC | 914 | $52.7K | 0.00% | +914 | New |
| Private Wealth Management Group, LLC | 915 | $52.8K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 931 | $53.9K | 0.00% | −43−4.4% | Reduced |
| Colonial Trust Advisors | 936 | $54.0K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 837 | $54.7K | 0.07% | +17+2.1% | Added |
| Kemnay Advisory Services Inc. | 959 | $55.3K | 0.01% | +959 | New |
| Marshall & Sterling Wealth Advisors Inc. | 1,000 | $57.7K | 0.04% | −144−12.6% | Reduced |
| Pingora Partners LLC | 1,000 | $57.7K | 0.04% | 00.0% | Unchanged |
| EMC Capital Management | 1,000 | $58.0K | 0.03% | +500+100.0% | Added |
| IFC & Insurance Marketing, Inc. | 1,000 | $58.0K | 0.06% | +1,000 | New |
| New England Capital Financial Advisors LLC | 1,007 | $58.1K | 0.02% | +15+1.5% | Added |
| Walsh & Associates, LLC | 1,034 | $59.6K | 0.06% | +1,034 | New |
| Lavaca Capital LLC | 1,044 | $60.2K | 0.01% | +6+0.6% | Added |
| Tower View Investment Management & Research LLC | 1,050 | $60.5K | 0.03% | +17+1.6% | Added |
| Brown, Lisle/Cummings, Inc. | 1,050 | $60.5K | 0.01% | 00.0% | Unchanged |