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 |
|---|---|---|---|---|---|
| Asset Advisory Group, Inc. | 4,251 | $245.1K | 0.12% | +4,251 | New |
| Roundview Capital LLC | 4,254 | $245.3K | 0.02% | +117+2.8% | Added |
| Patriot Investment Management Inc. | 4,256 | $245.4K | 0.02% | −1,700−28.5% | Reduced |
| Insight Advisors, LLC | 4,298 | $247.8K | 0.04% | +32+0.8% | Added |
| Tritonpoint Wealth, LLC | 4,222 | $247.9K | 0.03% | −1,014−19.4% | Reduced |
| Viewpoint Investment Partners Corp | 4,300 | $247.9K | 0.12% | +4,300 | New |
| Webster Bank, N. A. | 4,301 | $248.0K | 0.02% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 4,307 | $248.3K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,310 | $248.5K | 0.06% | 00.0% | Unchanged |
| Adams Wealth Management | 4,314 | $248.7K | 0.05% | +369+9.4% | Added |
| CacheTech Inc. | 4,314 | $248.7K | 0.05% | +369+9.4% | Added |
| LeConte Wealth Management, LLC | 4,316 | $248.9K | 0.16% | −6−0.1% | Reduced |
| Accuvest Global Advisors | 4,316 | $249.0K | 0.18% | −1,800−29.4% | Reduced |
| Vantus Wealth LLC | 4,325 | $249.4K | 0.18% | +4,325 | New |
| Shulman DeMeo Asset Management LLC | 4,329 | $249.6K | 0.06% | −352−7.5% | Reduced |
| Brookwood Investment Group LLC | 4,329 | $249.6K | 0.03% | −1,734−28.6% | Reduced |
| Lane Brothers & Co Inc | 4,347 | $250.6K | 0.18% | +4,347 | New |
| Detalus Advisors, LLC | 4,348 | $250.7K | 0.06% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 4,364 | $251.6K | 0.02% | +46+1.1% | Added |
| Oak Barrel Wealth Advisory LLC | 4,368 | $251.9K | 0.15% | +4,368 | New |
| Emprise Bank | 4,372 | $252.1K | 0.10% | −543−11.0% | Reduced |
| Palacios Wealth Management, LLC | 4,375 | $252.3K | 0.19% | −765−14.9% | Reduced |
| Acropolis Investment Management, LLC | 4,376 | $252.3K | 0.01% | +445+11.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,324 | $252.3K | 0.05% | −312−6.7% | Reduced |
| Heartwood Wealth Advisors LLC | 4,380 | $252.6K | 0.02% | +532+13.8% | Added |
| McGuire Capital Advisors Inc | 4,381 | $252.6K | 0.16% | +4,381 | New |
| German American Bancorp, Inc. | 4,384 | $252.8K | 0.02% | −10−0.2% | Reduced |
| Capital Investment Counsel, Inc | 4,384 | $252.8K | 0.03% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 4,390 | $253.1K | 0.02% | −250−5.4% | Reduced |
| TPG Advisors LLC | 4,392 | $253.2K | 0.16% | +4,392 | New |
| Florida Financial Advisors, LLC | 4,401 | $253.7K | 0.07% | −542−11.0% | Reduced |
| Baxter Bros Inc | 4,400 | $253.7K | 0.03% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 4,401 | $253.8K | 0.05% | −3−0.1% | Reduced |
| Pine Harbor Wealth Management, LLC | 4,403 | $253.9K | 0.08% | −1,145−20.6% | Reduced |
| Spinnaker Investment Group, LLC | 4,413 | $254.5K | 0.05% | +169+4.0% | Added |
| Allie Family Office LLC | 4,415 | $254.6K | 0.12% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 4,419 | $254.8K | 0.10% | −23−0.5% | Reduced |
| Vista Investment Partners II, LLC | 4,423 | $255.0K | 0.11% | −126−2.8% | Reduced |
| First United Bank Trust | 4,425 | $255.1K | 0.08% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 4,427 | $255.3K | 0.21% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 4,399 | $255.4K | 0.28% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 4,434 | $255.7K | 0.13% | −155−3.4% | Reduced |
| Hoge Financial Services, LLC | 4,436 | $255.8K | 0.14% | −74−1.6% | Reduced |
| SHP Wealth Management | 4,439 | $256.0K | 0.02% | +4,439 | New |
| Byrne Asset Management LLC | 4,455 | $256.9K | 0.14% | −55−1.2% | Reduced |
| Alpine Bank Wealth Management | 4,467 | $257.6K | 0.04% | −29−0.6% | Reduced |
| River Wealth Advisors LLC | 4,467 | $257.6K | 0.03% | +4,467 | New |
| IAM Advisory, LLC | 4,473 | $257.9K | 0.06% | +14+0.3% | Added |
| Meramec Financial Planners, LLC | 3,945 | $258.0K | 0.10% | +3,945 | New |
| Optivise Advisory Services LLC | 4,477 | $258.1K | 0.15% | +880+24.5% | Added |
| Dearborn Partners LLC | 4,480 | $258.3K | 0.01% | +25+0.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,483 | $258.5K | 0.07% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,486 | $258.7K | 0.00% | 00.0% | Unchanged |
| Steadtrust LLC | 4,492 | $259.0K | 0.16% | +1,000+28.6% | Added |
| Thrive Wealth Management, LLC | 4,503 | $259.6K | 0.04% | +539+13.6% | Added |
| AMG National Trust Bank | 4,510 | $260.0K | 0.01% | −753−14.3% | Reduced |
| Novem Group | 4,514 | $260.3K | 0.03% | −261−5.5% | Reduced |
| Peachtree Investment Partners, LLC | 4,515 | $260.4K | 0.09% | +250+5.9% | Added |
| Nicolet Bankshares Inc | 4,516 | $260.4K | 0.04% | +50+1.1% | Added |
| Trustco Bank Corp N Y | 4,523 | $260.8K | 0.24% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 4,526 | $261.0K | 0.08% | −920−16.9% | Reduced |
| High Net Worth Advisory Group LLC | 4,549 | $262.3K | 0.06% | −90−1.9% | Reduced |
| Nicholson Meyer Capital Management, Inc. | 4,550 | $262.4K | 0.20% | −25−0.5% | Reduced |
| LJI Wealth Management, LLC | 4,561 | $263.0K | 0.04% | +253+5.9% | Added |
| Mairs & Power Inc | 4,561 | $263.0K | 0.00% | −98−2.1% | Reduced |
| Becker Capital Management Inc | 4,482 | $263.1K | 0.01% | +74+1.7% | Added |
| Vicus Capital | 4,564 | $263.1K | 0.02% | −44−1.0% | Reduced |
| Lifestyle Asset Management, Inc. | 4,571 | $263.6K | 0.09% | −3,442−43.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,578 | $264.0K | 0.06% | +300+7.0% | Added |
| Sage Mountain Advisors LLC | 4,579 | $264.0K | 0.01% | −3,550−43.7% | Reduced |
| Legacy Advisors, LLC | 4,508 | $264.5K | 0.03% | +4,508 | New |
| Schaper Benz & Wise Investment Counsel Inc | 4,595 | $265.0K | 0.02% | −799−14.8% | Reduced |
| Broderick Brian C | 4,597 | $265.1K | 0.05% | 00.0% | Unchanged |
| Coastline Trust Co | 4,600 | $265.2K | 0.02% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 4,600 | $265.2K | 0.02% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 4,601 | $265.3K | 0.24% | +4,601 | New |
| ERn Financial, LLC | 4,607 | $265.6K | 0.05% | +188+4.3% | Added |
| Finward Bancorp | 4,607 | $265.6K | 0.21% | −35−0.8% | Reduced |
| Prostatis Group LLC | 4,609 | $265.8K | 0.06% | −76−1.6% | Reduced |
| Aegis Wealth Management LLC | 4,611 | $265.9K | 0.15% | −212−4.4% | Reduced |
| Element Wealth, LLC | 4,632 | $267.1K | 0.11% | −194−4.0% | Reduced |
| Oakworth Capital, Inc. | 4,635 | $267.3K | 0.01% | −5,444−54.0% | Reduced |
| Buck Wealth Strategies, LLC | 4,652 | $268.3K | 0.03% | −102−2.1% | Reduced |
| Sandro Wealth Management LLC | 4,653 | $268.3K | 0.22% | +4,653 | New |
| Elmwood Wealth Management, Inc. | 4,655 | $268.4K | 0.08% | −275−5.6% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,661 | $268.7K | 0.02% | −31−0.7% | Reduced |
| Kercheville Advisors, LLC | 4,408 | $269.0K | 0.07% | +11+0.3% | Added |
| V2 Financial group LLC | 4,669 | $269.2K | 0.13% | +469+11.2% | Added |
| Mosaic Family Wealth Partners, LLC | 4,680 | $269.8K | 0.03% | +20+0.4% | Added |
| TMB Capital Partners, LLC | 4,684 | $270.1K | 0.09% | +4,684 | New |
| Nilsine Partners, LLC | 4,685 | $270.1K | 0.02% | +1,226+35.4% | Added |
| Sweeney & Michel, LLC | 4,099 | $270.2K | 0.08% | +44+1.1% | Added |
| Signet Financial Management, LLC | 4,691 | $270.5K | 0.03% | −110−2.3% | Reduced |
| Conscious Wealth Investments, LLC | 4,141 | $270.8K | 0.16% | +99+2.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,700 | $271.0K | 0.02% | −83−1.7% | Reduced |
| Kensington Investment Counsel, LLC | 4,704 | $271.2K | 0.11% | −470−9.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,705 | $271.3K | 0.11% | +52+1.1% | Added |
| LongView Wealth Management | 4,634 | $271.3K | 0.07% | +300+6.9% | Added |
| Armis Advisers, LLC | 4,221 | $272.1K | 0.03% | +4,221 | New |
| Arkfeld Wealth Strategies, L.L.C. | 4,977 | $272.4K | 0.09% | +22+0.4% | Added |