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 |
|---|---|---|---|---|---|
| SevenBridge Financial Group, LLC | 3,400 | $214.1K | 0.03% | −550−13.9% | Reduced |
| HORAN Wealth, LLC | 3,715 | $214.2K | 0.03% | −207−5.3% | Reduced |
| AlphaGrep UK Ltd | 3,715 | $214.2K | 0.07% | +3,715 | New |
| Adirondack Trust Co | 3,717 | $214.3K | 0.07% | +34+0.9% | Added |
| NDVR, Inc. | 3,724 | $214.7K | 0.18% | +220+6.3% | Added |
| Bellevue Asset Management, LLC | 3,751 | $216.4K | 0.10% | +7+0.2% | Added |
| Harbour Trust & Investment Management Co | 3,762 | $216.9K | 0.02% | +115+3.2% | Added |
| Cottonwood Capital Advisors, LLC | 3,762 | $216.9K | 0.15% | +25+0.7% | Added |
| Fiduciary Family Office, LLC | 3,782 | $218.1K | 0.06% | +119+3.2% | Added |
| Chilton Capital Management LLC | 3,782 | $218.1K | 0.01% | −771−16.9% | Reduced |
| Medallion Wealth Advisors, LLC | 3,792 | $218.6K | 0.07% | +528+16.2% | Added |
| Patton Fund Management, Inc. | 3,793 | $218.7K | 0.03% | −45,645−92.3% | Reduced |
| Keating Investment Counselors Inc | 3,797 | $218.9K | 0.06% | 00.0% | Unchanged |
| Torrey Growth & Income Advisors | 3,800 | $219.1K | 0.08% | +500+15.2% | Added |
| Cardiff Park Advisors, LLC | 3,803 | $219.3K | 0.02% | +10.0% | Added |
| Optiver Holding B.V. | 3,822 | $220.4K | 0.00% | +3,822 | New |
| Magnolia Private Wealth, LLC | 3,823 | $220.4K | 0.15% | +468+13.9% | Added |
| Weaver Consulting Group | 3,825 | $220.6K | 0.05% | −146−3.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,837 | $221.2K | 0.07% | +38+1.0% | Added |
| COFG Advisors, LLC | 3,850 | $222.0K | 0.05% | +3,850 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 3,863 | $222.7K | 0.35% | +3,863 | New |
| Smith Asset Management Co., LLC | 3,871 | $223.2K | 0.18% | −50−1.3% | Reduced |
| Strata Wealth Advisors, LLC | 3,874 | $223.3K | 0.06% | −2,288−37.1% | Reduced |
| Jump Financial, LLC | 3,881 | $223.8K | 0.00% | −5,417−58.3% | Reduced |
| Winthrop Advisory Group LLC | 3,797 | $223.8K | 0.02% | +3,797 | New |
| Portfolio Design Labs, LLC | 3,885 | $224.0K | 0.04% | +5+0.1% | Added |
| Claris Financial LLC | 3,889 | $224.2K | 0.12% | +14+0.4% | Added |
| Wheelhouse Advisory Group LLC | 3,884 | $224.4K | 0.09% | −825−17.5% | Reduced |
| Whetstone Capital Advisors, LLC | 3,893 | $224.5K | 0.07% | +301+8.4% | Added |
| Acorns Advisers, LLC | 3,902 | $225.0K | 0.00% | +525+15.5% | Added |
| BostonPremier Wealth LLC | 3,908 | $225.3K | 0.12% | +4+0.1% | Added |
| Keyvantage Wealth, LLC | 3,912 | $225.6K | 0.10% | −64−1.6% | Reduced |
| Sage Investment Advisers LLC | 3,915 | $225.8K | 0.17% | +3,915 | New |
| North Dallas Bank & Trust Co | 3,919 | $226.0K | 0.15% | +3,919 | New |
| Daybright Advisory Services, Inc. | 3,926 | $226.4K | 0.06% | +3,926 | New |
| Plancorp, LLC | 3,931 | $226.7K | 0.01% | −5,012−56.0% | Reduced |
| Fortitude Family Office, LLC | 3,951 | $227.8K | 0.05% | −420−9.6% | Reduced |
| 71 West Capital Partners | 3,953 | $227.9K | 0.01% | +3,953 | New |
| Capital Advisors, Ltd. LLC | 3,959 | $228.0K | 0.03% | +38+1.0% | Added |
| Uhlmann Price Securities, LLC | 3,955 | $228.0K | 0.14% | −7−0.2% | Reduced |
| BCJ Capital Management, LLC | 3,967 | $228.7K | 0.01% | −290−6.8% | Reduced |
| Cito Capital Group, LLC | 3,900 | $229.0K | 0.07% | −328−7.8% | Reduced |
| Motiv8 Investments LLC | 3,970 | $229.0K | 0.12% | −7−0.2% | Reduced |
| First Financial Corp | 3,974 | $229.1K | 0.09% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,979 | $229.4K | 0.05% | −4,370−52.3% | Reduced |
| Rinkey Investments | 3,988 | $229.9K | 0.06% | −290−6.8% | Reduced |
| Oxford Financial Group Ltd | 3,992 | $230.2K | 0.01% | +3,992 | New |
| Intrepid Capital Management Inc | 4,000 | $230.6K | 0.09% | 00.0% | Unchanged |
| Patten Group, Inc. | 4,005 | $230.9K | 0.04% | +19+0.5% | Added |
| Gryphon Financial Partners LLC | 4,028 | $232.2K | 0.02% | +482+13.6% | Added |
| Vantage Point Financial LLC | 4,038 | $232.8K | 0.08% | −41−1.0% | Reduced |
| Westside Investment Management, Inc. | 4,046 | $233.2K | 0.04% | +83+2.1% | Added |
| SIMA Wealth Partners, LLC | 4,053 | $233.7K | 0.18% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 4,059 | $234.1K | 0.20% | −1,319−24.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,062 | $234.2K | 0.13% | +87+2.2% | Added |
| Stockman Wealth Management, Inc. | 4,063 | $234.3K | 0.03% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 4,074 | $234.9K | 0.07% | +339+9.1% | Added |
| Crew Capital Management, Ltd. | 4,076 | $235.0K | 0.15% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 4,076 | $235.0K | 0.04% | −192−4.5% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 4,077 | $235.1K | 0.14% | +47+1.2% | Added |
| Mezzasalma Advisors, LLC | 4,102 | $235.1K | 0.06% | +144+3.6% | Added |
| Garrison Point Advisors, LLC | 4,078 | $235.1K | 0.10% | +52+1.3% | Added |
| Fiera Capital Corp | 4,080 | $235.3K | 0.00% | +4,080 | New |
| Providence Financial Advisors, LLC | 4,080 | $235.3K | 0.23% | +10.0% | Added |
| Huntleigh Advisors, Inc. | 4,083 | $235.4K | 0.04% | +5+0.1% | Added |
| DRW Securities, LLC | 4,126 | $236.2K | 0.02% | +4,126 | New |
| Wealthedge Investment Advisors, LLC | 4,099 | $236.4K | 0.09% | +4,099 | New |
| C2C Wealth Management, LLC | 4,104 | $236.6K | 0.20% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 4,106 | $236.8K | 0.04% | +4,106 | New |
| W Advisors, LLC | 4,116 | $237.3K | 0.12% | −14−0.3% | Reduced |
| Elgethun Capital Management | 4,120 | $237.6K | 0.04% | +4,120 | New |
| Laurel Oak Wealth Management, LLC | 4,123 | $237.7K | 0.04% | +4,123 | New |
| Summit Financial Wealth Advisors, LLC | 4,132 | $238.3K | 0.03% | +4,132 | New |
| Canvas Wealth Advisors, LLC | 4,133 | $238.3K | 0.04% | −575−12.2% | Reduced |
| Laurel Wealth Advisors LLC | 4,134 | $238.3K | 0.03% | +4,134 | New |
| Strait & Sound Wealth Management LLC | 4,144 | $238.9K | 0.09% | −295−6.6% | Reduced |
| Biltmore Family Office, LLC | 4,087 | $240.0K | 0.03% | +4,087 | New |
| Mill Creek Capital Advisors, LLC | 4,166 | $240.2K | 0.00% | +278+7.2% | Added |
| Oak Harbor Wealth Partners, LLC | 4,168 | $240.3K | 0.06% | −807−16.2% | Reduced |
| Horizon Investment Services, LLC | 4,172 | $240.6K | 0.09% | +293+7.6% | Added |
| Okabena Investment Services Inc | 4,180 | $241.0K | 0.05% | +1,120+36.6% | Added |
| Drive Wealth Management, LLC | 4,105 | $241.1K | 0.05% | +604+17.3% | Added |
| Horizon Wealth Management, LLC | 4,182 | $241.2K | 0.04% | +7+0.2% | Added |
| Holistic Planning, LLC | 4,184 | $241.3K | 0.05% | +111+2.7% | Added |
| Dominguez Wealth Management Solutions, Inc. | 4,188 | $241.5K | 0.15% | +18+0.4% | Added |
| Meadowbrook Advisors Group, LLC | 4,188 | $241.5K | 0.14% | +4,188 | New |
| Guardian Wealth Advisors, LLC | 4,196 | $242.0K | 0.02% | −1,575−27.3% | Reduced |
| Future Financial Wealth Managment LLC | 3,958 | $242.0K | 0.16% | −100−2.5% | Reduced |
| Quent Capital, LLC | 4,199 | $242.1K | 0.02% | −5−0.1% | Reduced |
| Yacktman Asset Management LP | 4,200 | $242.2K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,203 | $242.3K | 0.01% | +885+26.7% | Added |
| Rooted Wealth Advisors, Inc. | 3,723 | $242.6K | 0.07% | +116+3.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,209 | $242.7K | 0.10% | −81−1.9% | Reduced |
| First Foundation Advisors | 4,210 | $242.7K | 0.01% | −14,050−76.9% | Reduced |
| Ellis Investment Partners, LLC | 4,213 | $242.9K | 0.04% | −18−0.4% | Reduced |
| Sentry Investment Management LLC | 4,210 | $243.0K | 0.16% | 00.0% | Unchanged |
| BFI Infinity Ltd. | 4,219 | $243.3K | 0.15% | −55,646−93.0% | Reduced |
| First Heartland Consultants, Inc. | 4,227 | $243.7K | 0.02% | +6+0.1% | Added |
| Mirador Capital Partners LP | 4,240 | $244.5K | 0.03% | +508+13.6% | Added |
| Strategic Financial Concepts, LLC | 4,241 | $244.5K | 0.22% | −6,102−59.0% | Reduced |