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; 2,575 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
- 2,395
- +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
- 832 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 157,410 | $9.08M | 0.92% | −305−0.2% | Reduced |
| Norden Group LLC | 156,434 | $9.02M | 0.88% | +127,304+437.0% | Added |
| Arkadios Wealth Advisors | 154,997 | $8.94M | 0.18% | +9,300+6.4% | Added |
| KBC Group NV | 154,305 | $8.90M | 0.02% | +3,217+2.1% | Added |
| Cornerstone Wealth Group, LLC | 153,130 | $8.83M | 0.60% | +68,984+82.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 152,718 | $8.81M | 0.02% | −71,692−31.9% | Reduced |
| Ieq Capital, LLC | 152,689 | $8.80M | 0.03% | −41,688−21.4% | Reduced |
| TD Waterhouse Canada Inc. | 152,370 | $8.79M | 0.05% | −9,094−5.6% | Reduced |
| Regal Investment Advisors LLC | 150,810 | $8.70M | 0.52% | +5,154+3.5% | Added |
| Hennessy Advisors Inc | 149,500 | $8.62M | 0.31% | −6,400−4.1% | Reduced |
| Huntington National Bank | 149,432 | $8.62M | 0.05% | −6,650−4.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 149,193 | $8.60M | 0.05% | +11,473+8.3% | Added |
| Auxier Asset Management | 146,858 | $8.47M | 1.19% | −2,641−1.8% | Reduced |
| Graham Capital Management, L.P. | 146,797 | $8.46M | 0.29% | +4,944+3.5% | Added |
| Keybank National Association | 146,039 | $8.42M | 0.03% | +1,667+1.2% | Added |
| Great Valley Advisor Group, Inc. | 145,821 | $8.41M | 0.16% | +519+0.4% | Added |
| Employees Retirement System of Texas | 145,026 | $8.36M | 0.07% | −125,536−46.4% | Reduced |
| Toroso Investments, LLC | 144,883 | $8.35M | 0.04% | +10,338+7.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 144,342 | $8.32M | 0.21% | −14,382−9.1% | Reduced |
| CX Institutional | 143,593 | $8.28M | 0.25% | +14,700+11.4% | Added |
| Capital Wealth Planning, LLC | 143,289 | $8.26M | 0.05% | +87,480+156.7% | Added |
| Rafferty Asset Management, LLC | 140,587 | $8.11M | 0.03% | −2,578−1.8% | Reduced |
| Lifeworks Advisors, LLC | 140,469 | $8.10M | 1.05% | +23,959+20.6% | Added |
| Intech Investment Management LLC | 140,205 | $8.08M | 0.07% | −47,007−25.1% | Reduced |
| RSM US Wealth Management LLC | 137,943 | $7.97M | 0.10% | +1,126+0.8% | Added |
| Edgestream Partners, L.P. | 137,942 | $7.95M | 0.22% | +36,791+36.4% | Added |
| Intact Investment Management Inc. | 137,700 | $7.94M | 0.23% | −8,390−5.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 137,588 | $7.93M | 0.72% | +2,607+1.9% | Added |
| Yousif Capital Management, LLC | 129,310 | $7.91M | 0.09% | −5,347−4.0% | Reduced |
| Windle Wealth, LLC | 136,968 | $7.90M | 3.54% | +1,022+0.8% | Added |
| Taproot Management LP | 136,954 | $7.90M | 1.28% | +136,954 | New |
| Northern Oak Wealth Management Inc | 136,139 | $7.85M | 0.98% | −1,552−1.1% | Reduced |
| Concurrent Investment Advisors, LLC | 135,366 | $7.81M | 0.09% | +15,017+12.5% | Added |
| Farther Finance Advisors, LLC | 128,578 | $7.41M | 0.08% | +27,426+27.1% | Added |
| CAPROCK Group, Inc. | 125,511 | $7.37M | 0.16% | +8,648+7.4% | Added |
| Allstate Corp | 127,469 | $7.35M | 0.10% | +66,920+110.5% | Added |
| Inlet Private Wealth, LLC | 126,861 | $7.31M | 1.70% | −5,984−4.5% | Reduced |
| Atria Investments LLC | 126,190 | $7.28M | 0.08% | +20,261+19.1% | Added |
| Gateway Investment Advisers LLC | 126,004 | $7.27M | 0.07% | +16,712+15.3% | Added |
| Octavia Wealth Advisors, LLC | 123,187 | $7.23M | 0.69% | +3,647+3.1% | Added |
| Mizuho Securities USA LLC | 122,230 | $7.21M | 0.12% | −122−0.1% | Reduced |
| Independent Advisor Alliance | 124,600 | $7.18M | 0.17% | +1,999+1.6% | Added |
| KWMG, LLC | 124,453 | $7.18M | 0.62% | +530+0.4% | Added |
| Voleon Capital Management LP | 123,118 | $7.10M | 0.15% | +48,200+64.3% | Added |
| Fisher Asset Management, LLC | 120,522 | $6.95M | 0.00% | +10,245+9.3% | Added |
| Ellsworth Advisors, LLC | 112,018 | $6.90M | 1.36% | +4,638+4.3% | Added |
| Brown Brothers Harriman & Co | 119,491 | $6.89M | 0.04% | +1,116+0.9% | Added |
| Sequoia Financial Advisors, LLC | 118,851 | $6.85M | 0.04% | +4,000+3.5% | Added |
| HB Wealth Management, LLC | 118,458 | $6.83M | 0.04% | +4,072+3.6% | Added |
| Mutual Advisors, LLC | 117,998 | $6.80M | 0.15% | +3,570+3.1% | Added |
| Equitable Holdings, Inc. | 117,811 | $6.79M | 0.05% | +6,729+6.1% | Added |
| Kennon-Green & Company, LLC | 117,693 | $6.79M | 5.39% | −2,780−2.3% | Reduced |
| Machina Capital S.A.S. | 117,386 | $6.77M | 1.29% | +48,680+70.9% | Added |
| Avantax Planning Partners, Inc. | 117,022 | $6.75M | 0.19% | +1,866+1.6% | Added |
| Archford Capital Strategies, LLC | 116,641 | $6.73M | 0.78% | −3,486−2.9% | Reduced |
| Commonwealth Retirement Investments LLC | 115,202 | $6.64M | 2.14% | +2,181+1.9% | Added |
| Denali Advisors LLC | 114,431 | $6.60M | 0.73% | −1,812−1.6% | Reduced |
| Global X Japan Co., Ltd. | 114,114 | $6.58M | 0.50% | +89,691+367.2% | Added |
| Investment Management Corp of Ontario | 113,689 | $6.56M | 0.09% | +34,590+43.7% | Added |
| Hutner Capital Management Inc | 113,534 | $6.55M | 2.73% | −640−0.6% | Reduced |
| Principal Street Partners, LLC | 112,904 | $6.51M | 1.10% | −832−0.7% | Reduced |
| Vise Technologies, Inc. | 112,883 | $6.51M | 0.13% | +34,163+43.4% | Added |
| Dean Investment Associates, LLC | 112,177 | $6.47M | 0.92% | −44,678−28.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 111,830 | $6.45M | 2.04% | +554+0.5% | Added |
| RMB Capital Management, LLC | 107,888 | $6.33M | 0.11% | +1,347+1.3% | Added |
| Algert Global LLC | 109,245 | $6.30M | 0.10% | +8,441+8.4% | Added |
| Stony Point Wealth Management Inc. | 109,113 | $6.29M | 2.35% | +2,213+2.1% | Added |
| AlTi Global, Inc. | 108,223 | $6.25M | 0.13% | +13,688+14.5% | Added |
| Central Trust Co | 107,932 | $6.22M | 0.12% | −1,999−1.8% | Reduced |
| BBR Partners, LLC | 107,765 | $6.21M | 0.33% | −104−0.1% | Reduced |
| Keystone Financial Planning, Inc. | 107,203 | $6.18M | 1.79% | −2,078−1.9% | Reduced |
| Eagle Global Advisors LLC | 106,741 | $6.15M | 0.23% | −565−0.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 106,650 | $6.15M | 0.62% | +781+0.7% | Added |
| Kentucky Retirement Systems | 105,911 | $6.11M | 0.17% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 104,025 | $6.11M | 0.14% | −11,479−9.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 105,721 | $6.10M | 0.02% | +5,277+5.3% | Added |
| Norinchukin Bank, The | 104,767 | $6.04M | 0.07% | +6,687+6.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 104,759 | $6.04M | 0.85% | +104,759 | New |
| Ar Asset Management Inc | 104,401 | $6.02M | 1.23% | +1,350+1.3% | Added |
| Brookstone Capital Management | 104,192 | $6.01M | 0.07% | +5,535+5.6% | Added |
| Pensionmark Financial Group, LLC | 104,162 | $6.01M | 0.10% | +55,543+114.2% | Added |
| Venture Visionary Partners LLC | 103,374 | $5.96M | 0.19% | +611+0.6% | Added |
| Newport Trust Co | 103,142 | $5.95M | 0.01% | −20,856−16.8% | Reduced |
| Capital Management Corp | 102,680 | $5.92M | 0.97% | +29,913+41.1% | Added |
| Vinva Investment Management Ltd | 101,976 | $5.89M | 0.07% | +67,190+193.2% | Added |
| Agf Management Ltd | 100,951 | $5.82M | 0.03% | +6,322+6.7% | Added |
| Mirae Asset Securities (USA) Inc. | 100,242 | $5.78M | 0.23% | +100,242 | New |
| Sowell Financial Services LLC | 100,005 | $5.77M | 0.21% | +544+0.5% | Added |
| Salomon & Ludwin, LLC | 101,439 | $5.71M | 0.50% | −290.0% | Reduced |
| Financial Security Advisor, Inc. | 96,904 | $5.69M | 1.10% | −1,969−2.0% | Reduced |
| Level Four Advisory Services, LLC | 98,556 | $5.68M | 0.19% | +4,187+4.4% | Added |
| Summit Trail Advisors, LLC | 96,039 | $5.64M | 0.10% | −4,890−4.8% | Reduced |
| Rbo & Co LLC | 97,748 | $5.64M | 0.90% | 00.0% | Unchanged |
| Hartford Investment Management Co | 97,098 | $5.60M | 0.17% | −1,571−1.6% | Reduced |
| HighPoint Advisor Group LLC | 96,864 | $5.59M | 0.12% | +26,059+36.8% | Added |
| Altrius Capital Management Inc | 96,235 | $5.55M | 1.18% | −1,493−1.5% | Reduced |
| EP Wealth Advisors, LLC | 95,944 | $5.53M | 0.03% | +95,944 | New |
| Mayflower Financial Advisors, LLC | 95,839 | $5.53M | 0.67% | +12,520+15.0% | Added |
| Prospera Financial Services Inc | 94,592 | $5.46M | 0.09% | −722−0.8% | Reduced |
| CoreCap Advisors, LLC | 94,260 | $5.44M | 0.19% | +1,830+2.0% | Added |