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 |
|---|---|---|---|---|---|
| Carolina Wealth Advisors, LLC | 6,216 | $358.4K | 0.16% | +1,585+34.2% | Added |
| Diversify Wealth Management, LLC | 5,970 | $359.1K | 0.02% | +623+11.7% | Added |
| Capital Asset Advisory Services LLC | 6,522 | $359.8K | 0.01% | −3,120−32.4% | Reduced |
| King Wealth | 6,240 | $360.0K | 0.04% | +15+0.2% | Added |
| KDT Advisors, LLC | 6,245 | $360.1K | 0.50% | 00.0% | Unchanged |
| Somerset Trust Co | 6,265 | $361.2K | 0.11% | −386−5.8% | Reduced |
| Adell Harriman & Carpenter Inc | 6,275 | $361.8K | 0.02% | +18+0.3% | Added |
| Geneva Partners, LLC | 6,278 | $362.0K | 0.13% | −10,362−62.3% | Reduced |
| Atlas Brown,Inc. | 6,278 | $362.0K | 0.11% | −435−6.5% | Reduced |
| Taylor Financial Group, Inc. | 6,288 | $362.6K | 0.21% | 00.0% | Unchanged |
| Capital Squared Financial LLC | 6,290 | $362.7K | 0.28% | +555+9.7% | Added |
| Legacy Trust | 6,296 | $363.0K | 0.07% | +460+7.9% | Added |
| Gamco Investors, Inc. Et Al | 6,301 | $363.3K | 0.00% | +401+6.8% | Added |
| Gilman Hill Asset Management, LLC | 6,332 | $365.1K | 0.06% | +6,332 | New |
| Ewa, LLC | 6,333 | $365.2K | 0.09% | +767+13.8% | Added |
| Register Financial Advisors LLC | 6,334 | $365.2K | 0.14% | +783+14.1% | Added |
| Mayfair Advisory Group, LLC | 6,380 | $365.6K | 0.14% | +28+0.4% | Added |
| Gentry Private Wealth, LLC | 6,344 | $365.8K | 0.23% | −1,252−16.5% | Reduced |
| Krane Funds Advisors LLC | 6,353 | $366.3K | 0.01% | −819−11.4% | Reduced |
| Convergence Financial, LLC | 6,360 | $366.7K | 0.05% | −57−0.9% | Reduced |
| Bank of Jackson Hole Trust | 6,377 | $367.7K | 0.17% | −89−1.4% | Reduced |
| Rather & Kittrell, Inc. | 6,378 | $367.8K | 0.06% | +85+1.4% | Added |
| Albion Financial Group | 6,429 | $370.7K | 0.02% | −32−0.5% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 6,428 | $371.3K | 0.04% | 00.0% | Unchanged |
| JMN Financial LLC | 6,441 | $371.4K | 0.37% | +6,441 | New |
| Wealth Management Associates, Inc. | 6,451 | $372.0K | 0.13% | +221+3.5% | Added |
| Destination Wealth Management | 6,453 | $372.1K | 0.01% | +350+5.7% | Added |
| 626 Financial, LLC | 6,453 | $372.1K | 0.16% | −140−2.1% | Reduced |
| Perryman Financial Advisory Inc | 6,456 | $372.3K | 0.05% | +6,456 | New |
| Delta Investment Management, LLC | 6,459 | $372.4K | 0.06% | −836−11.5% | Reduced |
| Alta Advisers Ltd | 6,464 | $372.7K | 0.14% | −1,800−21.8% | Reduced |
| Prairiewood Capital, LLC | 6,466 | $372.8K | 0.12% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 6,470 | $373.1K | 0.06% | +1,205+22.9% | Added |
| Elyxium Wealth, LLC | 6,470 | $373.1K | 0.10% | −1,239−16.1% | Reduced |
| Riverbend Wealth Management, LLC | 6,479 | $373.6K | 0.24% | +93+1.5% | Added |
| Thoroughbred Financial Services, LLC | 6,486 | $374.0K | 0.02% | +38+0.6% | Added |
| QTR Family Wealth, LLC | 5,814 | $374.4K | 0.16% | −179−3.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $374.8K | 0.10% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 6,508 | $375.2K | 0.26% | +27+0.4% | Added |
| West Bancorporation Inc | 6,516 | $375.7K | 0.20% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 6,530 | $376.5K | 0.03% | −1,090−14.3% | Reduced |
| Gerber, LLC | 6,532 | $376.6K | 0.21% | +20.0% | Added |
| Hilltop Partners LLC | 6,542 | $377.2K | 0.10% | −45−0.7% | Reduced |
| Thomasville National Bank | 6,543 | $377.3K | 0.02% | −1,125−14.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,564 | $378.5K | 0.05% | −116−1.7% | Reduced |
| Canandaigua National Bank & Trust Co | 6,574 | $379.1K | 0.03% | −420−6.0% | Reduced |
| Breakwater Capital Group | 6,581 | $379.5K | 0.05% | −310−4.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,592 | $380.1K | 0.01% | −70−1.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,595 | $380.3K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,613 | $381.3K | 0.00% | +11+0.2% | Added |
| Harvey Investment Co LLC | 6,633 | $382.0K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6,613 | $382.0K | 0.01% | +28+0.4% | Added |
| Fiduciary Financial Group, LLC | 6,626 | $382.1K | 0.05% | +261+4.1% | Added |
| NTV Asset Management LLC | 6,628 | $382.2K | 0.04% | +1,410+27.0% | Added |
| Sterling Investment Advisors, Ltd. | 6,629 | $382.2K | 0.07% | −10.0% | Reduced |
| Fragasso Group Inc. | 6,631 | $382.3K | 0.02% | −164−2.4% | Reduced |
| Excelsior Advisor Network LLC | 6,665 | $384.3K | 0.19% | +6,665 | New |
| Astoria Portfolio Advisors LLC. | 5,586 | $385.3K | 0.09% | −4,901−46.7% | Reduced |
| Augustine Asset Management Inc | 6,686 | $385.5K | 0.08% | −10.0% | Reduced |
| Journey Advisory Group, LLC | 6,687 | $385.6K | 0.03% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 6,697 | $386.1K | 0.24% | −85−1.3% | Reduced |
| Beacon Capital Management, LLC | 6,737 | $388.5K | 0.06% | +82+1.2% | Added |
| Schrum Private Wealth Management LLC | 6,741 | $388.7K | 0.29% | +10.0% | Added |
| Manchester Financial Inc | 6,750 | $389.2K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6,752 | $389.3K | 0.05% | +698+11.5% | Added |
| Firethorn Wealth Partners, LLC | 6,753 | $389.4K | 0.15% | −10.0% | Reduced |
| Bluesphere Advisors, LLC | 6,761 | $389.9K | 0.17% | −354−5.0% | Reduced |
| World Equity Group, Inc. | 6,777 | $390.8K | 0.11% | −2,779−29.1% | Reduced |
| Campbell Deegan Wealth Management, LLC | 6,777 | $390.8K | 0.32% | +23+0.3% | Added |
| Well Done, LLC | 6,791 | $391.6K | 0.06% | +261+4.0% | Added |
| Cohen Investment Advisors LLC | 6,792 | $391.6K | 0.18% | −17−0.2% | Reduced |
| Iams Wealth Management, LLC | 6,819 | $393.2K | 0.14% | +1,490+28.0% | Added |
| Severin Investments, LLC | 6,843 | $394.6K | 0.35% | −384−5.3% | Reduced |
| MJP Associates Inc | 6,843 | $394.6K | 0.05% | −1,047−13.3% | Reduced |
| Arista Wealth Management, LLC | 6,846 | $394.7K | 0.05% | −7,848−53.4% | Reduced |
| CAP Partners, LLC | 6,847 | $394.8K | 0.22% | +54+0.8% | Added |
| Winebrenner Capital Management LLC | 6,871 | $396.2K | 0.26% | 00.0% | Unchanged |
| Cynosure Management, LLC | 6,875 | $396.4K | 0.04% | +6,875 | New |
| SFMG, LLC | 6,888 | $397.2K | 0.03% | +434+6.7% | Added |
| Portside Wealth Group, LLC | 6,889 | $397.2K | 0.05% | +131+1.9% | Added |
| Bingham Private Wealth, LLC | 6,893 | $397.4K | 0.34% | +6,893 | New |
| Birmingham Capital Management Co Inc | 6,900 | $397.9K | 0.18% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 6,919 | $398.9K | 0.43% | +6,919 | New |
| WealthPlan Investment Management, LLC | 6,925 | $399.3K | 0.03% | −641−8.5% | Reduced |
| Opal Wealth Advisors, LLC | 6,931 | $399.7K | 0.10% | −56−0.8% | Reduced |
| Putney Financial Group LLC | 6,970 | $401.9K | 0.38% | +6,970 | New |
| MBE Wealth Management, LLC | 6,972 | $402.0K | 0.17% | +101+1.5% | Added |
| Summit Wealth Partners, LLC | 6,982 | $402.6K | 0.07% | +22+0.3% | Added |
| State of Wyoming | 6,991 | $403.1K | 0.04% | −5,533−44.2% | Reduced |
| Pitcairn Wealth Advisors LLC | 7,018 | $404.7K | 0.04% | +7,018 | New |
| Pinnacle Bancorp, Inc. | 7,019 | $404.7K | 0.12% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 7,021 | $404.8K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 7,017 | $405.0K | 0.02% | −9,504−57.5% | Reduced |
| Marex Group plc | 7,032 | $405.5K | 0.00% | +3,805+117.9% | Added |
| Quotient Wealth Partners, LLC | 7,081 | $408.3K | 0.01% | −119−1.7% | Reduced |
| Zullo Investment Group, Inc. | 7,087 | $408.7K | 0.15% | −299−4.0% | Reduced |
| Pacitti Group Inc. | 7,051 | $409.2K | 0.15% | +6+0.1% | Added |
| Bridgewealth Advisory Group, LLC | 7,105 | $409.7K | 0.09% | +476+7.2% | Added |
| Dynamic Financial Group | 7,110 | $409.9K | 0.35% | +815+12.9% | Added |
| Sym Financial Corp | 7,115 | $410.3K | 0.04% | −1,436−16.8% | Reduced |