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
- 2,394
- +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 | 2,575 | $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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 46,473 | $2.68M | 0.00% | +3,370+7.8% | Added |
| HM Payson & Co | 46,294 | $2.67M | 0.04% | −134−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 45,764 | $2.64M | 0.05% | +10,500+29.8% | Added |
| Securian Asset Management, Inc | 45,646 | $2.63M | 0.10% | −35,482−43.7% | Reduced |
| MUFG Securities Americas Inc. | 45,224 | $2.61M | 0.16% | −76−0.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 45,083 | $2.60M | 0.07% | +784+1.8% | Added |
| NBT Bank N A | 43,776 | $2.59M | 0.17% | −728−1.6% | Reduced |
| Ausdal Financial Partners, Inc. | 44,564 | $2.58M | 0.12% | −12,000−21.2% | Reduced |
| West Michigan Advisors, LLC | 43,883 | $2.58M | 0.59% | +4,397+11.1% | Added |
| Exit Wealth Advisors, LLC. | 44,691 | $2.58M | 1.52% | +37,417+514.4% | Added |
| Plan Group Financial, LLC | 44,673 | $2.58M | 0.67% | +4,669+11.7% | Added |
| Occudo Quantitative Strategies LP | 44,573 | $2.57M | 0.17% | +44,573 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 44,393 | $2.56M | 0.17% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 44,230 | $2.55M | 0.07% | −5,374−10.8% | Reduced |
| Radnor Capital Management, LLC | 44,196 | $2.55M | 0.38% | +18,000+68.7% | Added |
| Hunter Associates Investment Management LLC | 44,099 | $2.55M | 0.34% | −937−2.1% | Reduced |
| Silvercrest Asset Management Group LLC | 44,168 | $2.55M | 0.02% | −2,179−4.7% | Reduced |
| Wealthcare Advisory Partners LLC | 44,023 | $2.54M | 0.05% | −7,918−15.2% | Reduced |
| Wesbanco Bank Inc | 44,020 | $2.54M | 0.07% | +138+0.3% | Added |
| Fortune Financial Advisors, LLC | 43,876 | $2.53M | 1.71% | +619+1.4% | Added |
| Quest Partners LLC | 43,441 | $2.50M | 0.14% | −7,052−14.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 43,001 | $2.50M | 0.12% | −1,793−4.0% | Reduced |
| Hayek Kallen Investment Management | 43,224 | $2.49M | 0.79% | −289−0.7% | Reduced |
| Geneos Wealth Management Inc. | 43,014 | $2.48M | 0.06% | +818+1.9% | Added |
| Ally Financial Inc. | 43,000 | $2.48M | 0.30% | +43,000 | New |
| Segall Bryant & Hamill, LLC | 42,763 | $2.47M | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 42,675 | $2.46M | 0.06% | −311−0.7% | Reduced |
| Trust Co of Vermont | 42,672 | $2.46M | 0.10% | +472+1.1% | Added |
| Private Trust Co NA | 42,559 | $2.45M | 0.21% | +245+0.6% | Added |
| Rayburn West Financial Services LLC | 42,291 | $2.44M | 1.52% | +42,291 | New |
| Meiji Yasuda Asset Management Co Ltd. | 42,248 | $2.44M | 0.12% | +756+1.8% | Added |
| Welch Group, LLC | 42,196 | $2.43M | 0.09% | +1,035+2.5% | Added |
| Parallel Advisors, LLC | 42,177 | $2.43M | 0.04% | −2,492−5.6% | Reduced |
| Simplicity Wealth,LLC | 42,105 | $2.43M | 0.14% | −6,393−13.2% | Reduced |
| Metis Global Partners, LLC | 42,089 | $2.43M | 0.06% | −3,529−7.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 42,088 | $2.43M | 0.09% | +8,920+26.9% | Added |
| RFG Advisory, LLC | 41,815 | $2.41M | 0.05% | +6,826+19.5% | Added |
| Deltec Asset Management LLC | 41,632 | $2.40M | 0.40% | −585−1.4% | Reduced |
| Larson Financial Group LLC | 41,438 | $2.39M | 0.08% | +1,772+4.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 41,275 | $2.38M | 0.70% | −279−0.7% | Reduced |
| Valeo Financial Advisors, LLC | 41,087 | $2.37M | 0.05% | −662−1.6% | Reduced |
| OmniStar Financial Group, Inc. | 41,035 | $2.37M | 1.39% | +3,878+10.4% | Added |
| Prudential PLC | 40,932 | $2.36M | 0.02% | +16,384+66.7% | Added |
| Stolper Co | 40,931 | $2.36M | 0.70% | +858+2.1% | Added |
| Disciplined Equity Management, Inc. | 40,875 | $2.36M | 1.22% | −410−1.0% | Reduced |
| Ethic Inc. | 40,751 | $2.35M | 0.04% | −7,948−16.3% | Reduced |
| Alley Investment Management Company, LLC | 39,966 | $2.30M | 0.27% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 39,815 | $2.30M | 0.28% | −1,155−2.8% | Reduced |
| Formidable Asset Management, LLC | 34,694 | $2.29M | 0.33% | −8,597−19.9% | Reduced |
| Essex Financial Services, Inc. | 39,696 | $2.29M | 0.13% | +620+1.6% | Added |
| Cary Street Partners Financial LLC | 39,295 | $2.27M | 0.06% | +3,116+8.6% | Added |
| Kovack Advisors, Inc. | 39,228 | $2.26M | 0.11% | +17,355+79.3% | Added |
| Zions Bancorporation, National Association | 39,114 | $2.26M | 0.10% | +36,389+1,335.4% | Added |
| Paradigm Financial Partners, LLC | 39,099 | $2.25M | 0.23% | −2,795−6.7% | Reduced |
| John Boyer, Inc. | 38,656 | $2.23M | 2.27% | +697+1.8% | Added |
| Balyasny Asset Management LLC | 38,636 | $2.23M | 0.00% | −1,694,039−97.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 38,607 | $2.23M | 0.03% | −2,050−5.0% | Reduced |
| Whitener Capital Management, Inc. | 38,384 | $2.21M | 0.50% | +2,374+6.6% | Added |
| Bahl & Gaynor Inc | 38,308 | $2.21M | 0.01% | −96−0.2% | Reduced |
| Evergreen Capital Management LLC | 37,622 | $2.21M | 0.05% | −372−1.0% | Reduced |
| FIL Ltd | 37,935 | $2.19M | 0.00% | −2,774−6.8% | Reduced |
| Savvy Advisors, Inc. | 37,883 | $2.18M | 0.07% | +6,061+19.0% | Added |
| Ceera Investments, LLC | 37,773 | $2.18M | 0.84% | −5,845−13.4% | Reduced |
| Callan Family Office, LLC | 37,703 | $2.17M | 0.05% | +11,781+45.4% | Added |
| Sepio Capital, LP | 37,673 | $2.17M | 0.12% | −1,228−3.2% | Reduced |
| HF Advisory Group, LLC | 37,653 | $2.17M | 0.76% | +4,279+12.8% | Added |
| Next Level Private LLC | 37,487 | $2.16M | 0.57% | +200+0.5% | Added |
| Howard Capital Management Group, LLC | 37,354 | $2.15M | 0.14% | −6,274−14.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 37,346 | $2.15M | 0.00% | −4,811−11.4% | Reduced |
| Integrated Advisors Network LLC | 37,256 | $2.15M | 0.10% | −41,732−52.8% | Reduced |
| Perpetual Ltd | 37,115 | $2.14M | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 36,978 | $2.13M | 0.14% | −3,946−9.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,673 | $2.11M | 0.02% | +9,356+34.2% | Added |
| Edgar Lomax Co | 36,640 | $2.11M | 0.16% | 00.0% | Unchanged |
| Miramontes Capital, LLC | 36,452 | $2.10M | 0.72% | +36,452 | New |
| Moneta Group Investment Advisors LLC | 36,296 | $2.09M | 0.02% | +5,585+18.2% | Added |
| Ostrum Asset Management | 36,296 | $2.09M | 0.10% | −12,023−24.9% | Reduced |
| Peak Retirement Planning, Inc. | 36,261 | $2.09M | 0.49% | +8,386+30.1% | Added |
| Bessemer Group Inc | 36,249 | $2.09M | 0.00% | −1,865−4.9% | Reduced |
| Signaturefd, LLC | 36,231 | $2.09M | 0.03% | −1,855−4.9% | Reduced |
| North Star Asset Management Inc | 36,223 | $2.09M | 0.08% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 36,086 | $2.08M | 0.17% | −403−1.1% | Reduced |
| KFA Private Wealth Group, LLC | 35,877 | $2.07M | 0.50% | +35,877 | New |
| Jamison Private Wealth Management, Inc. | 35,686 | $2.06M | 0.25% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 35,601 | $2.05M | 0.27% | −1,480−4.0% | Reduced |
| Optimist Retirement Group LLC | 35,574 | $2.05M | 0.94% | −30.0% | Reduced |
| Investors Asset Management of Georgia Inc | 35,460 | $2.04M | 0.85% | −585−1.6% | Reduced |
| CMG Global Holdings, LLC | 31,167 | $2.03M | 0.90% | +239+0.8% | Added |
| Waters Parkerson & Co., LLC | 35,125 | $2.03M | 0.10% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 35,036 | $2.02M | 0.68% | −46−0.1% | Reduced |
| Doliver Advisors, LP | 35,029 | $2.02M | 0.51% | −187−0.5% | Reduced |
| South State Corp. | 34,770 | $2.00M | 0.09% | −2,772−7.4% | Reduced |
| WSFS Capital Management, LLC | 34,756 | $2.00M | 0.10% | +244+0.7% | Added |
| Weinberger Asset Management, Inc | 34,516 | $1.99M | 0.72% | +110.0% | Added |
| Citizens Financial Group Inc | 34,443 | $1.99M | 0.03% | −10,338−23.1% | Reduced |
| Wedbush Securities Inc | 34,442 | $1.99M | 0.06% | +4,030+13.3% | Added |
| Precedent Wealth Partners, LLC | 34,434 | $1.99M | 0.42% | +1,734+5.3% | Added |
| Jain Global LLC | 34,373 | $1.98M | 0.02% | −82,101−70.5% | Reduced |
| Pure Financial Advisors, Inc. | 34,239 | $1.97M | 0.03% | +1,918+5.9% | Added |
| Nicholas Hoffman & Company, LLC. | 34,227 | $1.97M | 0.05% | +1,045+3.1% | Added |