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 |
|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | 13,137 | $757.5K | 0.07% | +2,343+21.7% | Added |
| NBC Securities, Inc. | 13,125 | $756.8K | 0.06% | −3,898−22.9% | Reduced |
| Resolute Partners Group | 12,879 | $756.3K | 0.25% | +201+1.6% | Added |
| Aviance Capital Partners, LLC | 13,092 | $754.9K | 0.09% | −13,890−51.5% | Reduced |
| Close Asset Management Ltd | 12,997 | $750.0K | 0.02% | −402−3.0% | Reduced |
| MBA Advisors LLC | 12,993 | $749.2K | 0.30% | −227−1.7% | Reduced |
| Chapin Davis, Inc. | 12,979 | $748.4K | 0.18% | −649−4.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 12,950 | $746.7K | 0.04% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 12,942 | $746.2K | 0.34% | +139+1.1% | Added |
| Samalin Investment Counsel, LLC | 12,934 | $745.8K | 0.26% | −566−4.2% | Reduced |
| Farmers & Merchants Investments Inc | 12,923 | $745.1K | 0.02% | 00.0% | Unchanged |
| Stirlingshire Investments, Inc. | 12,680 | $744.6K | 0.66% | +12,680 | New |
| Patten & Patten Inc | 12,899 | $743.8K | 0.04% | +1,300+11.2% | Added |
| Walter & Keenan Financial Consulting Co | 12,892 | $743.4K | 0.20% | −496−3.7% | Reduced |
| Columbia Asset Management | 12,890 | $743.2K | 0.13% | −635−4.7% | Reduced |
| Old Point Trust & Financial Services N A | 12,889 | $743.2K | 0.23% | +150+1.2% | Added |
| Grimes & Company, Inc. | 12,869 | $742.0K | 0.02% | +86+0.7% | Added |
| Cidel Asset Management Inc | 12,852 | $741.0K | 0.05% | −4,000−23.7% | Reduced |
| Cape Investment Advisory, Inc. | 12,832 | $739.9K | 0.23% | +12,680+8,342.1% | Added |
| Cambria Investment Management, L.P. | 12,801 | $738.1K | 0.04% | +1,287+11.2% | Added |
| Symmetry Partners, LLC | 12,779 | $736.8K | 0.04% | +6,096+91.2% | Added |
| Walker Asset Management, LLC | 12,769 | $736.3K | 0.40% | −8−0.1% | Reduced |
| McGowan Group Asset Management, Inc. | 12,761 | $735.8K | 0.09% | +59+0.5% | Added |
| Wealth Quarterback LLC | 12,749 | $735.1K | 0.26% | +2,270+21.7% | Added |
| Hilltop National Bank | 12,707 | $732.7K | 0.18% | +186+1.5% | Added |
| Johnson & White Wealth Management, LLC | 12,704 | $732.5K | 0.32% | +154+1.2% | Added |
| KCM Investment Advisors LLC | 12,655 | $729.7K | 0.02% | +1,807+16.7% | Added |
| Insigneo Advisory Services, LLC | 12,655 | $729.7K | 0.05% | +932+8.0% | Added |
| Spirit of America Management Corp | 12,650 | $729.4K | 0.15% | 00.0% | Unchanged |
| Brindle & Bay Financial Advisors, LLC | 12,624 | $727.9K | 0.48% | +12,624 | New |
| Catalyst Financial Partners LLC | 12,589 | $725.9K | 0.08% | −542−4.1% | Reduced |
| CoreFirst Bank & Trust | 12,563 | $724.4K | 0.39% | −1,217−8.8% | Reduced |
| Storen Legacy Partners, LLC | 12,552 | $723.8K | 0.23% | +12,552 | New |
| Badgley Phelps Wealth Managers, LLC | 12,315 | $723.1K | 0.01% | −2,811−18.6% | Reduced |
| Advisor OS, LLC | 12,503 | $720.9K | 0.06% | −842−6.3% | Reduced |
| Davidson Trust Co | 12,480 | $719.6K | 0.30% | +362+3.0% | Added |
| Parcion Private Wealth LLC | 12,476 | $719.4K | 0.04% | +407+3.4% | Added |
| Ariadne Wealth Management, LP | 10,725 | $718.7K | 0.30% | −673−5.9% | Reduced |
| Neville Rodie & Shaw Inc | 12,428 | $717.0K | 0.05% | −1,398−10.1% | Reduced |
| Lewis Asset Management, LLC | 12,422 | $716.3K | 0.29% | −550−4.2% | Reduced |
| Fund Advisors of America Inc | 12,406 | $715.3K | 0.66% | +12,406 | New |
| SageGuard Financial Group, LLC | 12,395 | $714.7K | 0.11% | +12,395 | New |
| Gladstone Institutional Advisory LLC | 12,364 | $712.9K | 0.03% | +252+2.1% | Added |
| Aureus Asset Management, LLC | 12,356 | $712.4K | 0.05% | 00.0% | Unchanged |
| Capstone Capital Management Ltd | 12,350 | $712.1K | 0.68% | +12,350 | New |
| Boston Family Office LLC | 12,323 | $711.0K | 0.05% | −318−2.5% | Reduced |
| Kennedy Investment Group | 12,304 | $709.4K | 0.27% | +19+0.2% | Added |
| Childress Capital Advisors, LLC | 12,273 | $707.7K | 0.11% | +3,936+47.2% | Added |
| XML Financial, LLC | 12,226 | $704.9K | 0.06% | −105−0.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,219 | $704.5K | 0.01% | +100+0.8% | Added |
| Manske Wealth Management | 12,179 | $702.3K | 0.21% | −109−0.9% | Reduced |
| Spinnaker Trust | 12,150 | $700.6K | 0.04% | +80+0.7% | Added |
| Strategic Blueprint, LLC | 12,142 | $700.1K | 0.04% | −334−2.7% | Reduced |
| Kendall Capital Management | 12,132 | $699.5K | 0.15% | +85+0.7% | Added |
| Navis Wealth Advisors, LLC | 12,127 | $699.2K | 0.30% | +12,127 | New |
| Rogco, LP | 12,126 | $699.2K | 0.23% | +128+1.1% | Added |
| Intellectus Partners, LLC | 11,902 | $698.9K | 0.14% | +343+3.0% | Added |
| Dynamic Technology Lab Private Ltd | 12,110 | $698.0K | 0.16% | +12,110 | New |
| Colonial River Wealth Management, LLC | 12,085 | $696.8K | 0.25% | −244−2.0% | Reduced |
| MidFirst Bank | 12,079 | $696.5K | 0.06% | +12,079 | New |
| Narwhal Capital Management | 12,045 | $694.5K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 12,079 | $692.2K | 0.11% | +9,962+470.6% | Added |
| Northstar Advisory Group, LLC | 11,971 | $690.2K | 0.25% | −8−0.1% | Reduced |
| Tandem Financial, LLC | 12,884 | $686.8K | 0.83% | +7,175+125.7% | Added |
| United Bank | 11,905 | $686.4K | 0.09% | +3,472+41.2% | Added |
| Serenus Wealth Advisors, LLC | 11,879 | $684.9K | 0.13% | 00.0% | Unchanged |
| Foster Group, Inc. | 11,828 | $682.0K | 0.02% | −57−0.5% | Reduced |
| City National Bank of Florida | 11,823 | $681.7K | 0.45% | −1,290−9.8% | Reduced |
| Premier Path Wealth Partners, LLC | 11,779 | $679.2K | 0.09% | +1,132+10.6% | Added |
| Enzi Wealth | 11,038 | $678.5K | 0.24% | +29+0.3% | Added |
| Old Peak Finance LLC | 11,755 | $677.8K | 0.42% | +11,755 | New |
| Aaron Wealth Advisors | 11,748 | $677.4K | 0.04% | −6,459−35.5% | Reduced |
| Delta Asset Management LLC | 11,748 | $677.4K | 0.06% | −156−1.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,719 | $675.7K | 0.04% | +2,669+29.5% | Added |
| BridgePort Financial Solutions, LLC | 11,702 | $674.7K | 0.18% | +11,702 | New |
| One + One Wealth Management, LLC | 11,657 | $672.1K | 0.31% | −314−2.6% | Reduced |
| Pallas Capital Advisors LLC | 11,639 | $671.1K | 0.02% | +532+4.8% | Added |
| Clarius Group, LLC | 11,631 | $670.6K | 0.04% | −1,235−9.6% | Reduced |
| Tompkins Financial Corp | 11,627 | $670.4K | 0.05% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 11,614 | $669.7K | 0.41% | 00.0% | Unchanged |
| Miller Financial Services LLC | 11,612 | $669.5K | 0.79% | −15−0.1% | Reduced |
| HHM Wealth Advisors, LLC | 11,603 | $669.0K | 0.08% | −36−0.3% | Reduced |
| Rahlfs Capital, LLC | 11,597 | $668.7K | 0.52% | −525−4.3% | Reduced |
| PDS Planning, Inc | 11,580 | $667.7K | 0.04% | −132−1.1% | Reduced |
| Gilbert & Cook, Inc. | 11,562 | $666.7K | 0.08% | +67+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $665.3K | 0.01% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 11,538 | $665.3K | 0.35% | 00.0% | Unchanged |
| Keystone Financial Group | 11,533 | $665.0K | 0.05% | −1,001−8.0% | Reduced |
| Sowa Financial Group, Inc. | 11,523 | $664.0K | 0.35% | +84+0.7% | Added |
| Goldstone Financial Group, LLC | 11,495 | $662.8K | 0.07% | +750+7.0% | Added |
| Synergy Financial Management, LLC | 11,462 | $660.9K | 0.07% | +11,462 | New |
| Anchor Investment Management, LLC | 11,453 | $660.4K | 0.05% | −30−0.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 11,431 | $659.1K | 0.05% | +563+5.2% | Added |
| Howland Capital Management LLC | 11,176 | $656.3K | 0.02% | +6,623+145.5% | Added |
| Unique Wealth Strategies, LLC | 11,348 | $654.3K | 0.26% | +560+5.2% | Added |
| One Wealth Advisors, LLC | 11,340 | $653.9K | 0.08% | +1,647+17.0% | Added |
| Axis Wealth Partners, LLC | 11,338 | $653.7K | 0.36% | −6−0.1% | Reduced |
| Callahan Advisors, LLC | 11,328 | $653.2K | 0.05% | +65+0.6% | Added |
| Elevated Capital Advisors, LLC | 11,326 | $653.1K | 0.15% | +488+4.5% | Added |
| WealthTrust Axiom LLC | 11,294 | $651.2K | 0.17% | +200+1.8% | Added |