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
- 2,394
- +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 | 2,575 | $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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 4,726 | $272.5K | 0.02% | +50+1.1% | Added |
| Rubicon Advisors, GP | 4,727 | $272.6K | 0.25% | +4,727 | New |
| Latitude Advisors, LLC | 4,728 | $272.6K | 0.12% | +1,555+49.0% | Added |
| Barlow Wealth Partners, Inc. | 4,741 | $272.8K | 0.03% | 00.0% | Unchanged |
| McAdam, LLC | 4,740 | $273.3K | 0.01% | +574+13.8% | Added |
| Balboa Wealth Partners | 4,777 | $275.4K | 0.05% | +425+9.8% | Added |
| BankPlus Trust Department | 4,787 | $276.0K | 0.07% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 4,788 | $276.1K | 0.02% | −195−3.9% | Reduced |
| Atwood & Palmer Inc | 4,808 | $277.2K | 0.02% | 00.0% | Unchanged |
| JB Capital LLC | 4,813 | $277.5K | 0.01% | +33+0.7% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,814 | $277.6K | 0.03% | +8+0.2% | Added |
| GDS Wealth Management | 4,818 | $277.8K | 0.02% | −165−3.3% | Reduced |
| Wellspring Financial Advisors, LLC | 4,821 | $278.0K | 0.02% | +1,460+43.4% | Added |
| Orca Wealth Management, LLC | 4,360 | $279.0K | 0.20% | −53−1.2% | Reduced |
| Beckerman Institutional, LLC | 4,841 | $279.1K | 0.16% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,843 | $279.3K | 0.00% | −548−10.2% | Reduced |
| Prestige Wealth Management Group LLC | 4,759 | $279.4K | 0.05% | +347+7.9% | Added |
| Sonata Capital Group Inc | 4,864 | $280.5K | 0.10% | 00.0% | Unchanged |
| Rockland Trust Co | 4,868 | $280.7K | 0.01% | +503+11.5% | Added |
| Washington Trust Advisors, Inc. | 4,875 | $281.1K | 0.02% | −500−9.3% | Reduced |
| Banque Cantonale Vaudoise | 4,890 | $282.0K | 0.01% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 4,894 | $282.2K | 0.09% | −1,393−22.2% | Reduced |
| Operose Advisors LLC | 4,900 | $282.5K | 0.07% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 4,900 | $282.5K | 0.36% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,904 | $282.8K | 0.05% | −183−3.6% | Reduced |
| Mechanics Financial Corp | 4,918 | $283.6K | 0.10% | 00.0% | Unchanged |
| Onefund, LLC | 4,919 | $283.6K | 0.17% | +277+6.0% | Added |
| BSW Wealth Partners | 4,924 | $283.9K | 0.03% | −19−0.4% | Reduced |
| Midwest Heritage Bank, FSB | 4,933 | $284.4K | 0.10% | +8+0.2% | Added |
| Landing Point Financial Group, LLC | 4,939 | $284.8K | 0.14% | −214−4.2% | Reduced |
| Terril Brothers, Inc. | 4,940 | $284.8K | 0.07% | −375−7.1% | Reduced |
| Stonebridge Financial Group, LLC | 4,940 | $284.8K | 0.25% | +4,940 | New |
| Silver Coast Investments LLC | 4,942 | $285.0K | 0.10% | +131+2.7% | Added |
| CDKV Holdings LLC | 4,953 | $285.6K | 0.24% | +4,953 | New |
| RFP Financial Group LLC | 4,957 | $285.8K | 0.14% | −1,654−25.0% | Reduced |
| Abacus Planning Group, Inc. | 4,963 | $286.1K | 0.04% | +395+8.6% | Added |
| Sharp Financial Services, LLC | 4,968 | $286.5K | 0.14% | +200+4.2% | Added |
| Toth Financial Advisory Corp | 4,972 | $286.7K | 0.03% | +3+0.1% | Added |
| Pathfinder Wealth Consulting, Inc. | 4,977 | $287.0K | 0.18% | +4,977 | New |
| Guyasuta Investment Advisors Inc | 4,997 | $288.1K | 0.02% | +24+0.5% | Added |
| RMR Wealth Builders | 4,999 | $288.2K | 0.02% | +602+13.7% | Added |
| Forthright Family Wealth Advisory LLC | 5,000 | $288.3K | 0.18% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 5,000 | $288.3K | 0.23% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 5,000 | $288.3K | 0.12% | +5,000 | New |
| ProVise Management Group, LLC | 5,002 | $288.4K | 0.02% | −348−6.5% | Reduced |
| Sivia Capital Partners, LLC | 5,007 | $288.7K | 0.06% | −3,502−41.2% | Reduced |
| Income Insurance Ltd | 5,018 | $289.3K | 0.19% | +5,018 | New |
| Alteri Wealth LLC | 5,021 | $289.5K | 0.09% | +531+11.8% | Added |
| Keb Asset Management, LLC | 5,025 | $289.8K | 0.06% | +184+3.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,046 | $291.0K | 0.10% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,052 | $291.3K | 0.02% | +126+2.6% | Added |
| NFP Retirement, Inc. | 5,066 | $292.1K | 0.02% | +109+2.2% | Added |
| Golden State Wealth Management, LLC | 5,071 | $292.4K | 0.03% | −7−0.1% | Reduced |
| Centurion Wealth Management LLC | 5,073 | $292.5K | 0.06% | +10.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,110 | $294.6K | 0.06% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 5,122 | $295.3K | 0.07% | −30−0.6% | Reduced |
| OMC Financial Services LTD | 5,126 | $295.6K | 0.11% | 00.0% | Unchanged |
| Wealthquest Corp | 5,137 | $296.2K | 0.02% | +5,137 | New |
| ROI Financial Advisors, LLC | 5,137 | $296.2K | 0.17% | +675+15.1% | Added |
| Greenhouse Wealth Management, LLC | 5,142 | $296.5K | 0.18% | +150+3.0% | Added |
| Moss Adams Wealth Advisors LLC | 5,051 | $296.6K | 0.02% | +40+0.8% | Added |
| Sentry LLC | 5,167 | $297.9K | 0.08% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 5,167 | $297.9K | 0.14% | −53−1.0% | Reduced |
| Mosaic Financial Group, LLC | 5,169 | $298.0K | 0.20% | 00.0% | Unchanged |
| United Bank | 5,170 | $298.1K | 0.10% | +275+5.6% | Added |
| Laurion Capital Management LP | 5,171 | $298.2K | 0.02% | −9,455−64.6% | Reduced |
| Charter Trust Co | 5,175 | $298.4K | 0.02% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 5,176 | $298.5K | 0.05% | +5+0.1% | Added |
| Piedmont Capital Management, LLC | 5,180 | $298.7K | 0.20% | +5,180 | New |
| Arvest Bank Trust Division | 5,185 | $299.0K | 0.02% | +1,000+23.9% | Added |
| Morris Financial Concepts, Inc. | 5,185 | $299.0K | 0.10% | +100+2.0% | Added |
| Ares Financial Consulting, LLC | 5,193 | $299.4K | 0.29% | +5,193 | New |
| Berman McAleer LLC | 5,205 | $300.1K | 0.04% | +22+0.4% | Added |
| Evanson Asset Management, LLC | 5,207 | $300.3K | 0.02% | −1,155−18.2% | Reduced |
| Barry Investment Advisors, LLC | 5,221 | $301.0K | 0.07% | +41+0.8% | Added |
| St Germain D J Co Inc | 5,222 | $301.1K | 0.01% | +8+0.2% | Added |
| Keel Point, LLC | 5,231 | $301.6K | 0.02% | −965−15.6% | Reduced |
| EJMK Ventures LLC | 5,235 | $301.9K | 0.19% | +5,235 | New |
| New Republic Capital, LLC | 5,143 | $302.1K | 0.08% | +5,143 | New |
| Foguth Wealth Management, LLC. | 5,277 | $302.4K | 0.05% | +5,277 | New |
| Strid Group, LLC | 5,258 | $303.2K | 0.04% | +5,258 | New |
| Hodges Capital Management Inc. | 5,275 | $304.2K | 0.03% | −1,750−24.9% | Reduced |
| Archer Investment Corp | 5,287 | $304.8K | 0.07% | −809−13.3% | Reduced |
| BIP Wealth, LLC | 5,291 | $305.1K | 0.01% | +275+5.5% | Added |
| Farmers National Bank | 5,314 | $306.4K | 0.07% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 5,326 | $307.1K | 0.10% | +501+10.4% | Added |
| Sax Wealth Advisors, LLC | 5,329 | $307.3K | 0.01% | +68+1.3% | Added |
| TCFG Wealth Management, LLC | 5,328 | $307.3K | 0.12% | −2,356−30.7% | Reduced |
| Syverson Strege & Co | 5,334 | $307.6K | 0.07% | −654−10.9% | Reduced |
| Monticello Wealth Management, LLC | 5,334 | $307.6K | 0.02% | +73+1.4% | Added |
| Koss-Olinger Consulting, LLC | 5,339 | $308.0K | 0.02% | −12,639−70.3% | Reduced |
| Griffith & Werner, Inc. | 5,346 | $308.3K | 0.16% | −81−1.5% | Reduced |
| American Capital Advisory, LLC | 5,348 | $308.3K | 0.13% | +952+21.7% | Added |
| Ervin Investment Management, LLC | 5,351 | $308.5K | 0.17% | −100−1.8% | Reduced |
| Richardson Financial Services Inc. | 5,356 | $308.8K | 0.19% | +660+14.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 5,359 | $309.0K | 0.04% | +5,359 | New |
| Empower Advisory Group, LLC | 5,365 | $309.4K | 0.00% | −3,751−41.1% | Reduced |
| Americana Partners, LLC | 5,372 | $309.8K | 0.01% | +1,110+26.0% | Added |
| Blue Rock Wealth Management LLC | 5,375 | $309.9K | 0.19% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 5,382 | $310.3K | 0.16% | +14+0.3% | Added |