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 |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 10,116 | $649.7K | 0.14% | −838−7.7% | Reduced |
| JT Stratford LLC | 11,242 | $648.2K | 0.08% | +396+3.7% | Added |
| Fundamentun, LLC | 11,121 | $641.2K | 0.03% | +618+5.9% | Added |
| Klingman & Associates, LLC | 11,105 | $640.3K | 0.03% | −53−0.5% | Reduced |
| Patton Albertson Miller Group, LLC | 11,093 | $639.6K | 0.08% | +1,590+16.7% | Added |
| Spears Abacus Advisors LLC | 11,092 | $639.6K | 0.01% | +873+8.5% | Added |
| Cobblestone Asset Management LLC | 11,091 | $639.5K | 0.29% | +403+3.8% | Added |
| 49 Wealth Management, LLC | 11,059 | $637.7K | 0.05% | +1,440+15.0% | Added |
| City State Bank | 11,043 | $636.7K | 0.17% | +975+9.7% | Added |
| LGT Group Foundation | 10,940 | $632.0K | 0.01% | +5,448+99.2% | Added |
| Birch Financial Group, LLC | 10,948 | $631.3K | 0.36% | +10,948 | New |
| Woodmont Investment Counsel LLC | 10,941 | $630.9K | 0.04% | 00.0% | Unchanged |
| MQS Management LLC | 10,938 | $630.7K | 0.37% | +10,938 | New |
| Security National Bank | 10,937 | $630.6K | 0.09% | 00.0% | Unchanged |
| Greenfield Savings Bank | 10,930 | $630.2K | 0.27% | −775−6.6% | Reduced |
| Advocate Investing Services LLC | 10,901 | $628.6K | 0.56% | +10,901 | New |
| Rakuten Securities, Inc. | 10,880 | $627.3K | 0.20% | +7,105+188.2% | Added |
| Mattern Wealth Management LLC | 10,876 | $627.1K | 0.12% | 00.0% | Unchanged |
| TFC Financial Management | 10,846 | $625.4K | 0.08% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 10,772 | $621.1K | 0.33% | −316−2.8% | Reduced |
| Virtus ETF Advisers LLC | 10,732 | $618.8K | 0.29% | +1,600+17.5% | Added |
| Signature Estate & Investment Advisors LLC | 10,702 | $617.1K | 0.01% | +4,940+85.7% | Added |
| St. Louis Trust Co | 10,700 | $617.0K | 0.07% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 10,681 | $615.9K | 0.32% | −3,963−27.1% | Reduced |
| Bath Savings Trust Co | 10,676 | $615.6K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 10,676 | $615.6K | 0.38% | 00.0% | Unchanged |
| Cortland Associates Inc | 10,663 | $615.0K | 0.08% | −8,271−43.7% | Reduced |
| MOKAN Wealth Management Inc. | 10,626 | $612.5K | 0.27% | −531−4.8% | Reduced |
| Erste Asset Management GmbH | 10,615 | $611.6K | 0.01% | −616−5.5% | Reduced |
| Brown Miller Wealth Management, LLC | 10,600 | $611.2K | 0.17% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 10,580 | $610.0K | 0.27% | −250−2.3% | Reduced |
| Northstar Financial Companies, Inc. | 10,575 | $609.8K | 0.49% | +1,349+14.6% | Added |
| Sound Income Strategies, LLC | 9,871 | $609.6K | 0.03% | +1,609+19.5% | Added |
| Fee-Only Financial Planning, L.C. | 10,553 | $608.5K | 0.35% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10,514 | $607.5K | 0.05% | +261+2.5% | Added |
| Balentine LLC | 10,521 | $606.6K | 0.02% | −53−0.5% | Reduced |
| James J. Burns & Company, LLC | 10,508 | $605.9K | 0.08% | −7,398−41.3% | Reduced |
| Waddell & Associates, LLC | 10,503 | $605.6K | 0.04% | −62−0.6% | Reduced |
| Truvestments Capital LLC | 10,498 | $605.3K | 0.11% | +165+1.6% | Added |
| Dakota Wealth Management | 10,457 | $603.0K | 0.01% | −466−4.3% | Reduced |
| Wealth Architects, LLC | 10,457 | $602.9K | 0.05% | −63−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 10,435 | $601.7K | 0.02% | −498−4.6% | Reduced |
| Greatmark Investment Partners, Inc. | 10,424 | $601.0K | 0.07% | +1,500+16.8% | Added |
| Clark Capital Management Group, Inc. | 10,400 | $599.7K | 0.00% | +621+6.4% | Added |
| 180 Wealth Advisors, LLC | 10,399 | $599.6K | 0.07% | −135−1.3% | Reduced |
| Garden State Investment Advisory Services LLC | 10,380 | $599.0K | 0.14% | −541−5.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 10,374 | $598.2K | 0.08% | +10,374 | New |
| Chesley Taft & Associates LLC | 10,359 | $597.3K | 0.02% | +10,359 | New |
| Univest Financial Corp | 10,351 | $596.8K | 0.03% | +56+0.5% | Added |
| Main Street Group, LTD | 10,350 | $596.8K | 0.21% | +490+5.0% | Added |
| Secure Asset Management, LLC | 10,346 | $596.6K | 0.09% | −995−8.8% | Reduced |
| Siemens Fonds Invest GmbH | 10,312 | $595.7K | 0.03% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 10,629 | $595.5K | 0.37% | −1,229−10.4% | Reduced |
| Baron Wealth Management LLC | 10,266 | $591.9K | 0.18% | −10.0% | Reduced |
| Founders Financial Securities LLC | 10,262 | $591.7K | 0.03% | +891+9.5% | Added |
| Roman Butler Fullerton & Co | 9,688 | $591.2K | 0.16% | +9,688 | New |
| Wellington Shields Capital Management, LLC | 10,242 | $590.5K | 0.09% | −399−3.7% | Reduced |
| XY Planning Network, Inc. | 10,204 | $588.4K | 0.10% | +10,204 | New |
| Romano Brothers and Company | 10,176 | $586.7K | 0.07% | −1,136−10.0% | Reduced |
| BAM Wealth Management, LLC | 10,173 | $586.6K | 0.42% | +2,521+32.9% | Added |
| Azimuth Capital Investment Management LLC | 10,150 | $585.2K | 0.02% | +50+0.5% | Added |
| Acorn Wealth Advisors, LLC | 10,117 | $583.4K | 0.17% | +163+1.6% | Added |
| Bangor Savings Bank | 10,103 | $582.5K | 0.05% | −20.0% | Reduced |
| Vectors Research Management, LLC | 10,100 | $582.4K | 0.18% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 10,086 | $581.6K | 0.07% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 10,070 | $580.6K | 0.07% | +166+1.7% | Added |
| Liberty Square Wealth Partners LLC | 10,053 | $579.7K | 0.17% | −913−8.3% | Reduced |
| Swisher Financial Concepts, Inc. | 10,025 | $578.0K | 0.33% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 9,836 | $577.5K | 0.03% | −164−1.6% | Reduced |
| Titleist Asset Management, LLC | 9,995 | $576.3K | 0.05% | +368+3.8% | Added |
| Apella Capital, LLC | 9,995 | $576.3K | 0.01% | −35−0.3% | Reduced |
| Tocqueville Asset Management L.P. | 9,989 | $576.0K | 0.01% | +212+2.2% | Added |
| Safeguard Investment Advisory Group, LLC | 9,983 | $575.7K | 0.15% | +748+8.1% | Added |
| Monument Capital Management | 9,967 | $574.7K | 0.14% | −9,269−48.2% | Reduced |
| Cornerstone Advisory, LLC | 9,932 | $572.7K | 0.05% | −999−9.1% | Reduced |
| MidWestOne Financial Group, Inc. | 9,914 | $571.6K | 0.06% | −220−2.2% | Reduced |
| Cladis Investment Advisory, LLC | 9,914 | $571.6K | 0.31% | −150−1.5% | Reduced |
| MSH Capital Advisors LLC | 9,912 | $571.5K | 0.12% | +280+2.9% | Added |
| Guilbault Capital LLC | 9,904 | $571.1K | 0.64% | +9,904 | New |
| Hourglass Capital, LLC | 9,900 | $570.8K | 0.12% | +9,900 | New |
| Private Client Services, LLC | 9,889 | $570.2K | 0.18% | +4,196+73.7% | Added |
| CFO4Life Group, LLC | 9,878 | $569.6K | 0.08% | −165−1.6% | Reduced |
| Cheviot Value Management, LLC | 9,008 | $568.7K | 0.06% | +9+0.1% | Added |
| Fishman Jay A Ltd | 9,835 | $567.1K | 0.05% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 9,832 | $566.9K | 0.03% | −201−2.0% | Reduced |
| Peak Financial Advisors LLC | 9,830 | $566.8K | 0.25% | −211−2.1% | Reduced |
| Farmers Trust Co | 9,813 | $565.8K | 0.09% | +500+5.4% | Added |
| Holderness Investments Co | 9,795 | $564.8K | 0.11% | +37+0.4% | Added |
| Powers Advisory Group, LLC | 9,778 | $563.8K | 0.21% | +501+5.4% | Added |
| Northcape Wealth Management, LLC | 9,746 | $562.0K | 0.16% | +161+1.7% | Added |
| Reliant Investment Partners, LLC | 9,741 | $561.7K | 0.44% | +23+0.2% | Added |
| West Chester Capital Advisors, Inc | 9,729 | $561.0K | 0.33% | +89+0.9% | Added |
| 1832 Asset Management L.P. | 9,713 | $560.1K | 0.00% | −1,281−11.7% | Reduced |
| Summit Global Investments | 9,712 | $560.0K | 0.03% | −5,540−36.3% | Reduced |
| Herold Advisors, Inc. | 9,685 | $558.5K | 0.12% | −2,057−17.5% | Reduced |
| CRA Financial Services, LLC | 9,645 | $556.2K | 0.07% | +230+2.4% | Added |
| Avaii Wealth Management, LLC | 9,627 | $555.1K | 0.20% | −230−2.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 9,608 | $554.0K | 0.09% | −111−1.1% | Reduced |
| Wellington Shields & Co., LLC | 9,607 | $553.9K | 0.14% | 00.0% | Unchanged |
| SCS Capital Management LLC | 9,474 | $552.5K | 0.01% | +254+2.8% | Added |