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 |
|---|---|---|---|---|---|
| Cfo Capital Management LLC | 5,393 | $311.0K | 0.23% | +5,393 | New |
| Everhart Financial Group, Inc. | 5,395 | $311.1K | 0.03% | −267−4.7% | Reduced |
| Hills Bank & Trust Co | 5,398 | $311.2K | 0.02% | +999+22.7% | Added |
| Birch Hill Investment Advisors LLC | 5,400 | $311.4K | 0.01% | −1,434−21.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,410 | $312.0K | 0.16% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,412 | $312.0K | 0.01% | −2,228−29.2% | Reduced |
| McIlrath & Eck, LLC | 5,413 | $312.1K | 0.03% | −78−1.4% | Reduced |
| Leslie Global Wealth, LLC | 5,414 | $312.2K | 0.14% | −17−0.3% | Reduced |
| Greenline Partners, LLC | 5,417 | $312.3K | 0.04% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 5,421 | $312.6K | 0.09% | +5,421 | New |
| Everpar Advisors LLC | 5,422 | $312.6K | 0.12% | −393−6.8% | Reduced |
| Fidelity D & D Bancorp Inc | 5,423 | $312.7K | 0.14% | −817−13.1% | Reduced |
| Great Waters Wealth Management | 5,437 | $313.5K | 0.03% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 5,440 | $313.7K | 0.12% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 5,452 | $314.4K | 0.09% | −979−15.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,470 | $315.4K | 0.13% | +4+0.1% | Added |
| Calton & Associates, Inc. | 5,478 | $315.8K | 0.05% | +51+0.9% | Added |
| LFG Wealth Partners, LLC | 5,478 | $315.9K | 0.20% | +5,478 | New |
| Aberdeen Wealth Management LLC | 5,485 | $316.3K | 0.15% | −200−3.5% | Reduced |
| Sovereign Financial Group, Inc. | 5,493 | $316.7K | 0.06% | +1,089+24.7% | Added |
| Center for Financial Planning, Inc. | 5,507 | $317.5K | 0.03% | −335−5.7% | Reduced |
| Gratus Wealth Advisors, LLC | 5,522 | $318.4K | 0.04% | +12+0.2% | Added |
| Financial Engines Advisors L.L.C. | 5,526 | $318.6K | 0.00% | −4,606−45.5% | Reduced |
| Old Second National Bank of Aurora | 5,530 | $318.9K | 0.06% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 5,566 | $320.9K | 0.19% | +1,704+44.1% | Added |
| RS Crum Inc. | 5,588 | $322.2K | 0.06% | −175−3.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,596 | $322.7K | 0.02% | 00.0% | Unchanged |
| Breachway Investments LLC | 5,600 | $322.9K | 0.34% | +5,600 | New |
| WMG Financial Advisors, LLC | 5,605 | $323.2K | 0.13% | −635−10.2% | Reduced |
| SmartHarvest Portfolios, LLC | 5,618 | $323.9K | 0.11% | +5,618 | New |
| Centerpoint Advisors, LLC | 5,624 | $324.0K | 0.10% | 00.0% | Unchanged |
| Vestor Capital, LLC | 519,509 | $324.0K | 0.02% | +513,931+9,213.5% | Added |
| Van Hulzen Asset Management, LLC | 5,625 | $324.3K | 0.02% | +438+8.4% | Added |
| Edgemoor Investment Advisors, Inc. | 5,626 | $324.4K | 0.03% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 5,641 | $325.3K | 0.07% | +88+1.6% | Added |
| Caldwell Sutter Capital, Inc. | 5,642 | $325.3K | 0.14% | −21−0.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,653 | $326.0K | 0.07% | +312+5.8% | Added |
| 1620 Investment Advisors, Inc. | 5,653 | $326.0K | 0.22% | −1,947−25.6% | Reduced |
| Jacobs Equity LLC | 5,663 | $326.5K | 0.31% | +5,663 | New |
| Enterprise Financial Services Corp | 5,681 | $327.6K | 0.17% | −769−11.9% | Reduced |
| Peoples Financial Services Corp. | 5,685 | $327.7K | 0.15% | −800−12.3% | Reduced |
| Oakmont Advisory Group, LLC | 5,707 | $329.1K | 0.35% | +5,707 | New |
| Cromwell Holdings LLC | 5,616 | $329.8K | 0.18% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,727 | $330.2K | 0.03% | −4,060−41.5% | Reduced |
| Tucker Asset Management LLC | 5,735 | $330.7K | 0.10% | +5,735 | New |
| MWA Asset Management | 5,738 | $330.9K | 0.18% | +470+8.9% | Added |
| Brandywine Oak Private Wealth LLC | 5,739 | $330.9K | 0.03% | +113+2.0% | Added |
| Optas, LLC | 5,743 | $331.1K | 0.05% | +820+16.7% | Added |
| TrueWealth Advisors, LLC | 5,760 | $332.1K | 0.09% | +94+1.7% | Added |
| Ridgecrest Wealth Partners, LLC | 5,761 | $332.2K | 0.18% | +10+0.2% | Added |
| American Institute for Advanced Investment Management, LLP | 5,765 | $332.4K | 0.21% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 5,769 | $332.7K | 0.02% | +175+3.1% | Added |
| Sage Private Wealth Group, LLC | 5,788 | $333.7K | 0.18% | +306+5.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,786 | $334.0K | 0.00% | −2,205−27.6% | Reduced |
| Cowa, LLC | 5,797 | $334.3K | 0.10% | 00.0% | Unchanged |
| Winthrop Partners - WNY, LLC | 5,800 | $334.4K | 0.18% | +5,800 | New |
| Defender Capital, LLC. | 5,810 | $335.0K | 0.11% | +5,810 | New |
| Roxbury Financial LLC | 5,817 | $335.4K | 0.30% | +134+2.4% | Added |
| 1st Source Bank | 5,822 | $335.7K | 0.02% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 5,822 | $335.7K | 0.07% | +226+4.0% | Added |
| United Community Bank | 5,845 | $337.0K | 0.13% | −5,665−49.2% | Reduced |
| Legacy Wealth Partners, LLC | 5,847 | $337.1K | 0.09% | +5,847 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5,855 | $337.6K | 0.10% | −6−0.1% | Reduced |
| Money Concepts Capital Corp | 5,872 | $338.6K | 0.02% | +242+4.3% | Added |
| Gateway Wealth Partners, LLC | 5,877 | $338.9K | 0.04% | +1,662+39.4% | Added |
| Allied Investment Advisors, LLC | 5,886 | $339.4K | 0.05% | +5,886 | New |
| First National Bank of Omaha | 5,910 | $341.4K | 0.01% | +5,910 | New |
| Renaissance Group LLC | 5,930 | $341.9K | 0.01% | +84+1.4% | Added |
| Concorde Asset Management, LLC | 5,938 | $342.4K | 0.14% | +1,638+38.1% | Added |
| Walkner Condon Financial Advisors LLC | 5,943 | $342.7K | 0.05% | +121+2.1% | Added |
| High Point Wealth Management, LLC | 5,945 | $342.8K | 0.32% | +5,945 | New |
| Souders Financial Advisors | 5,957 | $343.5K | 0.04% | +1,011+20.4% | Added |
| Financial Advisory Corp | 5,971 | $344.0K | 0.09% | −759−11.3% | Reduced |
| Silvant Capital Management LLC | 5,966 | $344.0K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,981 | $344.9K | 0.16% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 5,999 | $345.9K | 0.03% | −67−1.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,001 | $346.0K | 0.01% | −826−12.1% | Reduced |
| Kornitzer Capital Management Inc | 6,002 | $346.1K | 0.01% | +190+3.3% | Added |
| Tandem Investment Advisors, Inc. | 6,012 | $346.7K | 0.01% | −185−3.0% | Reduced |
| TSFG, LLC | 6,015 | $347.0K | 0.05% | +24+0.4% | Added |
| Capital City Trust Co | 6,034 | $347.9K | 0.08% | −75−1.2% | Reduced |
| Bright Financial Advisors, Inc. | 6,035 | $348.0K | 0.16% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 6,038 | $348.1K | 0.03% | +131+2.2% | Added |
| Grandfield & Dodd, LLC | 6,048 | $348.7K | 0.02% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 6,060 | $349.4K | 0.05% | +867+16.7% | Added |
| Forza Wealth Management, LLC | 6,061 | $349.5K | 0.13% | +889+17.2% | Added |
| Trust Point Inc. | 6,089 | $351.1K | 0.03% | +333+5.8% | Added |
| Expressive Wealth LLC | 6,104 | $352.0K | 0.38% | +6,104 | New |
| Wayfinding Financial, LLC | 6,007 | $352.0K | 0.15% | −238−3.8% | Reduced |
| First Financial Bank - Trust Division | 6,113 | $352.5K | 0.03% | −1,125−15.5% | Reduced |
| Investment Advisory Group, LLC | 6,134 | $353.7K | 0.09% | −158−2.5% | Reduced |
| Trace Wealth Advisors, LLC | 6,141 | $354.1K | 0.26% | +48+0.8% | Added |
| Root Financial Partners, LLC | 6,141 | $354.1K | 0.02% | +1,145+22.9% | Added |
| Founders Grove Wealth Partners, LLC | 6,157 | $355.0K | 0.08% | +376+6.5% | Added |
| Lighthouse Investment Partners, LLC | 6,157 | $355.0K | 0.01% | +1,288+26.5% | Added |
| Wendell David Associates Inc | 6,181 | $356.0K | 0.04% | −959−13.4% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 6,199 | $357.5K | 0.19% | +6,199 | New |
| MV Capital Management, Inc. | 6,202 | $357.6K | 0.03% | +5+0.1% | Added |
| Carson Advisory Inc. | 6,205 | $357.8K | 0.19% | +30.0% | Added |
| Lester Murray Antman dba SimplyRich | 6,218 | $358.0K | 0.09% | −110−1.7% | Reduced |