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 |
|---|---|---|---|---|---|
| F/M Investments LLC | 26,213 | $1.51M | 0.06% | −1,229−4.5% | Reduced |
| LMCG Investments, LLC | 25,917 | $1.49M | 0.09% | +1,034+4.2% | Added |
| Burney Co | 25,832 | $1.49M | 0.05% | +3,761+17.0% | Added |
| Atomi Financial Group, Inc. | 25,769 | $1.49M | 0.04% | −59,333−69.7% | Reduced |
| Chicago Trust Co NA | 25,745 | $1.48M | 0.23% | −4,298−14.3% | Reduced |
| Alpha Cubed Investments, LLC | 25,568 | $1.47M | 0.05% | −62−0.2% | Reduced |
| Caldwell Trust Co | 25,515 | $1.47M | 0.13% | −2,075−7.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 25,497 | $1.47M | 0.07% | −4,424−14.8% | Reduced |
| Donoghue Forlines LLC | 25,318 | $1.46M | 0.45% | −29,937−54.2% | Reduced |
| Keynote Financial Services LLC | 25,267 | $1.46M | 0.81% | −130−0.5% | Reduced |
| Modern Wealth Management, LLC | 25,099 | $1.45M | 0.03% | +1,874+8.1% | Added |
| Ignite Planners, LLC | 23,277 | $1.44M | 0.22% | −1,836−7.3% | Reduced |
| Rothschild Investment LLC | 24,946 | $1.44M | 0.08% | −1,274−4.9% | Reduced |
| International Private Wealth Advisors LLC | 24,847 | $1.43M | 0.90% | +15,046+153.5% | Added |
| Burke & Herbert Bank & Trust Co | 24,725 | $1.43M | 0.39% | +3,000+13.8% | Added |
| GoalVest Advisory LLC | 24,635 | $1.42M | 0.27% | −3,512−12.5% | Reduced |
| Stratos Wealth Advisors, LLC | 24,602 | $1.42M | 0.07% | −293−1.2% | Reduced |
| Ancora Advisors, LLC | 24,566 | $1.42M | 0.03% | +5,254+27.2% | Added |
| Joel Isaacson & Co., LLC | 24,550 | $1.42M | 0.05% | +896+3.8% | Added |
| DGS Capital Management, LLC | 24,537 | $1.41M | 0.24% | −616−2.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,436 | $1.41M | 0.07% | +15,169+163.7% | Added |
| Hohimer Wealth Management, LLC | 24,395 | $1.41M | 0.19% | +225+0.9% | Added |
| Key Client Fiduciary Advisors, LLC | 24,354 | $1.40M | 0.49% | +441+1.8% | Added |
| International Assets Investment Management, LLC | 75,573 | $1.40M | 0.10% | +50,931+206.7% | Added |
| Vigil Wealth Management, LLC | 24,300 | $1.40M | 1.17% | +24,300 | New |
| WCG Wealth Advisors LLC | 24,244 | $1.40M | 0.04% | +13,293+121.4% | Added |
| Westpac Banking Corp | 24,171 | $1.39M | 0.09% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 22,480 | $1.39M | 0.17% | +734+3.4% | Added |
| Vista Investment Partners LLC | 24,061 | $1.39M | 0.36% | −2,002−7.7% | Reduced |
| Leavell Investment Management, Inc. | 23,619 | $1.39M | 0.06% | +996+4.4% | Added |
| Syon Capital LLC | 23,921 | $1.38M | 0.07% | +1,182+5.2% | Added |
| Crawford Investment Counsel Inc | 23,882 | $1.38M | 0.02% | −403−1.7% | Reduced |
| TD Private Client Wealth LLC | 23,862 | $1.38M | 0.03% | +14,920+166.9% | Added |
| Clear Creek Financial Management, LLC | 23,826 | $1.37M | 0.11% | +469+2.0% | Added |
| Flagship Harbor Advisors, LLC | 23,753 | $1.37M | 0.06% | −82−0.3% | Reduced |
| Delta Capital Management LLC | 23,735 | $1.37M | 0.77% | −3,390−12.5% | Reduced |
| Marco Investment Management LLC | 23,718 | $1.37M | 0.10% | +1,000+4.4% | Added |
| Certified Advisory Corp | 23,697 | $1.37M | 0.12% | −378−1.6% | Reduced |
| Prosperity Consulting Group, LLC | 23,661 | $1.36M | 0.06% | −12,324−34.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 23,630 | $1.36M | 0.15% | −2,113−8.2% | Reduced |
| Viewpoint Capital Management LLC | 23,572 | $1.36M | 0.59% | +94+0.4% | Added |
| Jefferies Financial Group Inc. | 23,550 | $1.36M | 0.01% | +5,689+31.9% | Added |
| Gsa Capital Partners LLP | 23,430 | $1.35M | 0.12% | +6,592+39.1% | Added |
| Logan Capital Management Inc | 23,424 | $1.35M | 0.06% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 23,937 | $1.34M | 0.11% | +23,937 | New |
| Berkeley Capital Partners, LLC | 23,203 | $1.34M | 0.32% | −2,923−11.2% | Reduced |
| National Asset Management, Inc. | 23,071 | $1.33M | 0.06% | −1,371−5.6% | Reduced |
| Crestwood Advisors Group LLC | 22,944 | $1.32M | 0.02% | +572+2.6% | Added |
| Aspetuck Financial Management LLC | 22,875 | $1.32M | 0.89% | +10,825+89.8% | Added |
| Allianz SE | 22,692 | $1.31M | 0.02% | +5,321+30.6% | Added |
| Signal Advisors Wealth, LLC | 22,587 | $1.30M | 0.10% | +3,657+19.3% | Added |
| AdvisorNet Financial, Inc | 22,400 | $1.29M | 0.07% | +1,272+6.0% | Added |
| One Capital Management, LLC | 22,240 | $1.28M | 0.04% | −250−1.1% | Reduced |
| Capital Financial Group Inc | 22,211 | $1.28M | 0.71% | +22,211 | New |
| Ballentine Partners, LLC | 22,100 | $1.27M | 0.02% | −1,120−4.8% | Reduced |
| Sargent Investment Group, LLC | 22,099 | $1.27M | 0.16% | −3,340−13.1% | Reduced |
| Quilter Plc | 22,018 | $1.27M | 0.02% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 21,961 | $1.27M | 0.22% | −4,732−17.7% | Reduced |
| Cornerstone Select Advisors, LLC | 21,945 | $1.27M | 0.88% | +435+2.0% | Added |
| BKD Wealth Advisors, LLC | 21,862 | $1.26M | 0.02% | +1,024+4.9% | Added |
| Mainstay Capital Management LLC | 21,829 | $1.26M | 0.10% | +1,497+7.4% | Added |
| Arete Wealth Advisors, LLC | 21,825 | $1.26M | 0.09% | −1,034−4.5% | Reduced |
| Everett Harris & Co | 21,726 | $1.25M | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 21,695 | $1.25M | 0.01% | −9,702−30.9% | Reduced |
| Forum Financial Management, LP | 21,629 | $1.25M | 0.02% | +26+0.1% | Added |
| Leonteq Securities AG | 21,623 | $1.25M | 0.07% | +12,033+125.5% | Added |
| Onyx Bridge Wealth Group LLC | 21,598 | $1.25M | 0.13% | −169−0.8% | Reduced |
| Traynor Capital Management, Inc. | 21,474 | $1.24M | 0.07% | −1,489−6.5% | Reduced |
| Heritage Investors Management Corp | 21,417 | $1.24M | 0.04% | −440−2.0% | Reduced |
| Leisure Capital Management | 21,373 | $1.23M | 0.41% | −521−2.4% | Reduced |
| Center For Asset Management LLC | 21,285 | $1.23M | 0.64% | −2,018−8.7% | Reduced |
| Midwest Trust Co | 21,269 | $1.23M | 0.02% | +622+3.0% | Added |
| Icon Wealth Advisors, LLC | 21,255 | $1.23M | 0.08% | −412−1.9% | Reduced |
| Valicenti Advisory Services Inc | 21,213 | $1.22M | 0.26% | +141+0.7% | Added |
| FRG Family Wealth Advisors LLC | 21,202 | $1.22M | 0.19% | −665−3.0% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 21,032 | $1.21M | 0.68% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 21,027 | $1.21M | 0.09% | 00.0% | Unchanged |
| Dodge & Cox | 21,000 | $1.21M | 0.00% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 20,906 | $1.21M | 0.37% | −230−1.1% | Reduced |
| ICW Investment Advisors LLC | 20,904 | $1.21M | 0.44% | −182−0.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.20M | 0.28% | 00.0% | Unchanged |
| Exeter Financial, LLC | 20,826 | $1.20M | 0.51% | −1,217−5.5% | Reduced |
| Modera Wealth Management, LLC | 20,792 | $1.20M | 0.01% | −412−1.9% | Reduced |
| Finer Wealth Management, Inc. | 20,760 | $1.20M | 0.58% | 00.0% | Unchanged |
| Diversified Trust Co | 20,723 | $1.19M | 0.02% | +1,763+9.3% | Added |
| First Horizon Corp | 20,608 | $1.19M | 0.05% | −381−1.8% | Reduced |
| VestGen Advisors, LLC | 20,563 | $1.19M | 0.05% | +55+0.3% | Added |
| Fiduciary Trust Co | 20,548 | $1.18M | 0.01% | −397−1.9% | Reduced |
| Beacon Financial Advisory LLC | 20,489 | $1.18M | 0.27% | −2,392−10.5% | Reduced |
| Private Wealth Asset Management, LLC | 20,456 | $1.18M | 0.13% | +85+0.4% | Added |
| Everstar Asset Management, LLC | 20,389 | $1.18M | 0.63% | +909+4.7% | Added |
| Zhang Financial LLC | 20,410 | $1.18M | 0.04% | +2,103+11.5% | Added |
| Wiregrass Investment Management LLC | 20,405 | $1.18M | 0.98% | +20,405 | New |
| Lantz Financial LLC | 20,386 | $1.18M | 0.25% | +2,175+11.9% | Added |
| Smith, Moore & Co. | 20,306 | $1.17M | 0.09% | +1,081+5.6% | Added |
| Measured Wealth Private Client Group, LLC | 20,286 | $1.17M | 0.31% | +3,862+23.5% | Added |
| Resurgent Financial Advisors LLC | 20,274 | $1.17M | 0.59% | +6,392+46.0% | Added |
| HCR Wealth Advisors | 20,261 | $1.17M | 0.12% | +22+0.1% | Added |
| Ethos Financial Group, LLC | 20,252 | $1.17M | 0.09% | −1,690−7.7% | Reduced |
| Retirement Planning Group | 20,232 | $1.17M | 0.04% | +1,787+9.7% | Added |