# ALTRIA GROUP INC (MO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MO/

- Reporting holders: 134
- Reported value: $213.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $17.3M | 257,036 | 0.2% | 5 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $15.9M | 235,728 | 1.6% | 21 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $15.1M | 223,926 | 0.1% | 18 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $14.5M | 215,038 | 2.9% | 32 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $12.0M | 178,134 | 1.8% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.7M | 143,368 | 0.1% | 16 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $8.8M | 130,289 | 0.6% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.4M | 124,155 | 0.2% | 19 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $8.3M | 123,638 | 0.2% | 28 |
| [Kennon-Green & Company, LLC](https://holderbook.com/funds/1963352-kennon-green-company-llc/) | $7.3M | 108,443 | 5.6% | 16 |
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $7.1M | 105,453 | 1.8% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $5.9M | 87,794 | 0.2% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $4.4M | 65,023 | 0.1% | 12 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $3.3M | 49,152 | 0.9% | 3 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $3.1M | 45,453 | 0.9% | 16 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $3.0M | 44,166 | 0.0% | 12 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.5M | 35,481 | 0.0% | 10 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $2.4M | 35,934 | 0.6% | 4 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.4M | 35,786 | 0.3% | 11 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $2.3M | 33,568 | 0.5% | 32 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $2.1M | 30,613 | 0.1% | 7 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.9M | 27,207 | 0.0% | 20 |
| [Applied Capital LLC/FL](https://holderbook.com/funds/1965393-applied-capital-llc-fl/) | $1.9M | 28,221 | 0.8% | 16 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.8M | 26,221 | 0.0% | 32 |
| [Meadowbrook Wealth Management, LLC](https://holderbook.com/funds/2090468-meadowbrook-wealth-management-llc/) | $1.7M | 25,583 | 1.8% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 134 | $213.3M |
| Q2 2026 | 2,582 | $91.5B |
| Q1 2026 | 2,492 | $71.7B |
| Q4 2025 | 2,399 | $62.2B |
| Q3 2025 | 2,367 | $71.0B |
| Q2 2025 | 2,274 | $62.8B |
| Q1 2025 | 2,261 | $65.2B |
| Q4 2024 | 2,178 | $55.4B |
| Q3 2024 | 2,008 | $53.9B |
| Q2 2024 | 1,926 | $48.0B |
| Q1 2024 | 1,913 | $51.6B |
| Q4 2023 | 1,898 | $43.1B |