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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 20,126 | $1.16M | 0.02% | +1,826+10.0% | Added |
| Wealth Alliance Advisory Group, LLC | 20,104 | $1.16M | 0.20% | −455−2.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,728 | $1.16M | 0.08% | +31+0.2% | Added |
| Picton Mahoney Asset Management | 20,051 | $1.16M | 0.01% | +5,745+40.2% | Added |
| First Nebraska Trust Co | 19,921 | $1.15M | 0.11% | +10+0.1% | Added |
| Shrier Wealth Management, LLC | 19,879 | $1.15M | 0.45% | +19,879 | New |
| Welch & Forbes LLC | 19,815 | $1.14M | 0.01% | −2,169−9.9% | Reduced |
| Hexagon Capital Partners LLC | 19,787 | $1.14M | 0.21% | −1,157−5.5% | Reduced |
| Spreng Capital Management, Inc. | 19,772 | $1.14M | 0.45% | −989−4.8% | Reduced |
| KLCM Advisors, Inc. | 19,771 | $1.14M | 0.10% | +270+1.4% | Added |
| Centennial Wealth Advisory LLC | 19,652 | $1.13M | 0.30% | +811+4.3% | Added |
| Spire Wealth Management | 19,588 | $1.13M | 0.04% | −3,228−14.1% | Reduced |
| Kanawha Capital Management LLC | 19,546 | $1.13M | 0.08% | +160+0.8% | Added |
| Terry L. Blaker | 19,425 | $1.12M | 0.04% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 19,418 | $1.12M | 0.61% | +19,418 | New |
| SeaCrest Wealth Management, LLC | 20,342 | $1.11M | 0.11% | +235+1.2% | Added |
| Stillwater Wealth Management Group | 19,295 | $1.11M | 0.75% | −3,770−16.3% | Reduced |
| Park National Corp | 19,256 | $1.11M | 0.03% | +79+0.4% | Added |
| Franklin Street Advisors Inc | 19,234 | $1.11M | 0.06% | +115+0.6% | Added |
| Ronald Blue Trust, Inc. | 19,129 | $1.10M | 0.01% | −690−3.5% | Reduced |
| Mork Capital Management, LLC | 19,100 | $1.10M | 0.67% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 18,646 | $1.09M | 0.16% | +18,646 | New |
| Beck Mack & Oliver LLC | 18,896 | $1.09M | 0.02% | +2,806+17.4% | Added |
| Jaffetilchin Investment Partners, LLC | 18,825 | $1.09M | 0.06% | +2,571+15.8% | Added |
| Moody National Bank Trust Division | 18,824 | $1.09M | 0.10% | −5,559−22.8% | Reduced |
| Maia Wealth LLC | 16,193 | $1.09M | 0.19% | +3,505+27.6% | Added |
| Winton Group Ltd | 18,791 | $1.08M | 0.04% | +18,791 | New |
| Wedmont Private Capital | 19,799 | $1.08M | 0.04% | +753+4.0% | Added |
| Michels Family Financial, LLC | 18,780 | $1.08M | 0.80% | +557+3.1% | Added |
| Invariant Investment Management | 18,817 | $1.08M | 0.69% | +18,817 | New |
| IFG Advisory, LLC | 18,768 | $1.08M | 0.05% | +488+2.7% | Added |
| Avidian Wealth Solutions, LLC | 18,738 | $1.08M | 0.04% | +646+3.6% | Added |
| Richard W. Paul & Associates, LLC | 18,691 | $1.08M | 0.36% | +3,463+22.7% | Added |
| Mosley Wealth Management | 16,462 | $1.08M | 0.49% | +16,462 | New |
| Wealth Alliance | 18,629 | $1.07M | 0.11% | +3,852+26.1% | Added |
| Sumitomo Life Insurance Co | 18,610 | $1.07M | 0.03% | +121+0.7% | Added |
| denkapparat Operations GmbH | 18,594 | $1.07M | 0.58% | 00.0% | Unchanged |
| Center for Wealth Management Advisory | 18,537 | $1.07M | 0.79% | +18,537 | New |
| Winnow Wealth LLC | 18,422 | $1.07M | 0.79% | +393+2.2% | Added |
| Cascade Financial Partners, LLC | 18,510 | $1.07M | 0.11% | +6,984+60.6% | Added |
| BancorpSouth Bank | 18,489 | $1.07M | 0.06% | −90−0.5% | Reduced |
| Lazari Capital Management, Inc. | 18,486 | $1.07M | 0.36% | +42+0.2% | Added |
| Fidelis Capital Partners, LLC | 18,361 | $1.06M | 0.08% | +1,592+9.5% | Added |
| Widmann Financial Services, Inc. | 18,305 | $1.06M | 0.65% | −549−2.9% | Reduced |
| Allegheny Financial Group LTD | 18,293 | $1.05M | 0.16% | −1,329−6.8% | Reduced |
| Dudley Capital Management, LLC | 18,176 | $1.05M | 0.46% | −614−3.3% | Reduced |
| Value Investment Professionals, LLC | 18,107 | $1.04M | 1.09% | +18,107 | New |
| Capital Advisors Inc | 18,076 | $1.04M | 0.02% | −271−1.5% | Reduced |
| Excalibur Management Corp | 17,987 | $1.04M | 0.37% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 18,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 17,980 | $1.04M | 0.07% | −251−1.4% | Reduced |
| Koenig Investment Advisory, LLC | 14,876 | $1.03M | 0.84% | +14,876 | New |
| Golden State Equity Partners | 17,910 | $1.03M | 0.17% | +4,295+31.5% | Added |
| Chicago Partners Investment Group LLC | 16,583 | $1.03M | 0.03% | −1,772−9.7% | Reduced |
| Sagewood Asset Management LP | 17,763 | $1.02M | 0.36% | +17,763 | New |
| LaSalle St. Investment Advisors, LLC | 17,763 | $1.02M | 0.16% | +3,568+25.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 17,671 | $1.02M | 0.00% | −7,978−31.1% | Reduced |
| Charter Research & Investment Group, Inc. | 17,617 | $1.02M | 0.68% | −2,325−11.7% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $1.02M | 0.15% | 00.0% | Unchanged |
| Searle & Co. | 17,578 | $1.01M | 0.26% | 00.0% | Unchanged |
| CSS LLC | 17,489 | $1.01M | 0.06% | −4,181−19.3% | Reduced |
| Ted Buchan & Co | 17,455 | $1.01M | 0.37% | −363−2.0% | Reduced |
| MCF Advisors LLC | 17,085 | $1.00M | 0.06% | +715+4.4% | Added |
| Raleigh Capital Management Inc. | 17,382 | $1.00M | 0.36% | +12,573+261.4% | Added |
| Z3 Capital Partners, LLC | 17,349 | $1.00M | 0.24% | +17,349 | New |
| Centaurus Financial, Inc. | 17,337 | $1.00M | 0.05% | +1,613+10.3% | Added |
| Mattson Financial Services, LLC | 17,339 | $999.8K | 0.23% | −604−3.4% | Reduced |
| Philadelphia Trust Co | 17,324 | $999.0K | 0.07% | 00.0% | Unchanged |
| Element Capital Management LLC | 17,307 | $997.9K | 0.52% | +9,693+127.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 17,269 | $995.7K | 0.29% | +1,670+10.7% | Added |
| Westbourne Investments, Inc. | 17,261 | $995.3K | 0.46% | +17,261 | New |
| Ashton Thomas Securities, LLC | 17,258 | $995.1K | 0.19% | −14−0.1% | Reduced |
| KC Investment Advisors, LLC | 17,199 | $991.7K | 0.24% | −3,129−15.4% | Reduced |
| Independent Wealth Network Inc. | 17,075 | $984.5K | 0.30% | −1,147−6.3% | Reduced |
| Chelsea Counsel Co | 16,710 | $981.2K | 0.42% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 16,998 | $980.1K | 0.11% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 16,981 | $979.0K | 0.11% | −7,484−30.6% | Reduced |
| Wagner Wealth Management, LLC | 16,917 | $975.4K | 0.21% | +1,010+6.3% | Added |
| Evernest Financial Advisors, LLC | 15,113 | $973.3K | 0.20% | +10.0% | Added |
| Soltis Investment Advisors LLC | 16,849 | $971.5K | 0.06% | +2,172+14.8% | Added |
| Bluefin Capital Management, LLC | 16,833 | $970.6K | 0.27% | +16,833 | New |
| Qtron Investments LLC | 16,823 | $970.0K | 0.13% | −4,778−22.1% | Reduced |
| Leo Wealth, LLC | 16,809 | $969.2K | 0.07% | +6,856+68.9% | Added |
| Grove Bank & Trust | 16,799 | $968.6K | 0.11% | −154−0.9% | Reduced |
| GWN Securities Inc. | 16,758 | $966.3K | 0.20% | +3,574+27.1% | Added |
| Profund Advisors LLC | 16,725 | $964.4K | 0.03% | −408−2.4% | Reduced |
| Whalerock Point Partners, LLC | 16,702 | $963.0K | 0.18% | +7,500+81.5% | Added |
| Paradigm Asset Management Co LLC | 16,700 | $962.9K | 0.22% | −1,200−6.7% | Reduced |
| D'Orazio & Associates, Inc. | 16,694 | $962.6K | 0.12% | −224−1.3% | Reduced |
| Salvus Wealth Management, LLC | 16,491 | $950.9K | 0.53% | +330+2.0% | Added |
| Invst, LLC | 16,452 | $948.6K | 0.10% | −541−3.2% | Reduced |
| American Financial & Tax Strategies Inc | 16,447 | $948.3K | 0.47% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 16,328 | $941.5K | 0.13% | +16,328 | New |
| V-Square Quantitative Management LLC | 16,317 | $940.8K | 0.10% | +1,084+7.1% | Added |
| Parkside Financial Bank & Trust | 16,302 | $940.0K | 0.07% | +2,380+17.1% | Added |
| WealthPLAN Partners, LLC | 16,289 | $939.2K | 0.14% | +1,258+8.4% | Added |
| Cigna Investments Inc | 16,295 | $939.0K | 0.14% | −179−1.1% | Reduced |
| Blue Capital, Inc. | 16,270 | $938.1K | 0.67% | +10,226+169.2% | Added |
| Park Edge Advisors, LLC | 16,234 | $936.1K | 0.21% | +16,234 | New |
| San Luis Wealth Advisors LLC | 16,224 | $935.5K | 0.16% | +3,312+25.7% | Added |