Skip to content
Disclosery

MO ALTRIA GROUP INC

Follow

COM (common), issuer CIK 764180

2,356 managers (2,395 13F filers) reported a position in MO shares at 2025-12-31, 1,047,114,081 shares in all. 113 filers opened a position and 184 filers sold out during the quarter.

Managers
2,356
13F filers
2,395
New
113
Added
985
Reduced
830
Sold out
184
Shares held by filers
1,047,114,081

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Joel Isaacson & Co., LLC24,550$1.42M0.05%+89613F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC24,537$1.41M0.24%-61613F-HRTimelineGroup
Procyon Advisors, LLC24,436$1.41M0.07%+15,16913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC24,395$1.41M0.19%+22513F-HRTimeline
Key Client Fiduciary Advisors, LLC24,354$1.4M0.49%+44113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…75,573$1.4M0.1%+50,93113F-HRTimeline
Vigil Wealth Management, LLC24,300$1.4M1.17%13F-HRTimeline
WCG Wealth Advisors LLC24,244$1.4M0.04%+13,29313F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP24,171$1.39M0.09%013F-HRTimelineGroup
Kera Capital Partners, Inc.22,480$1.39M0.17%+73413F-HRTimeline
VISTA INVESTMENT PARTNERS LLC24,061$1.39M0.36%-2,00213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.23,619$1.39M0.06%+99613F-HRTimeline
SYON CAPITAL LLC23,921$1.38M0.07%+1,18213F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC23,882$1.38M0.02%-40313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC23,862$1.38M0.03%+14,92013F-HRTimeline
Clear Creek Financial Management, LLC23,826$1.37M0.11%+46913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,753$1.37M0.06%-8213F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC23,735$1.37M0.77%-3,39013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC23,718$1.37M0.1%+1,00013F-HRTimeline
Certified Advisory Corp23,697$1.37M0.12%-37813F-HRTimeline
Prosperity Consulting Group, LLC23,661$1.36M0.06%-12,32413F-HRTimeline
Redhawk Wealth Advisors, Inc.23,630$1.36M0.15%-2,11313F-HRTimeline
Viewpoint Capital Management LLC23,572$1.36M0.59%+9413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.23,550$1.36M0.01%+5,68913F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP23,430$1.35M0.12%+6,59213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC23,424$1.35M0.06%013F-HRTimeline
Fideuram Asset Management (Ireland) dac23,937$1.34M0.11%13F-HRTimeline
Berkeley Capital Partners, LLC23,203$1.34M0.32%-2,92313F-HRTimeline
B. Riley Wealth Advisors, Inc.23,071$1.33M0.06%-1,37113F-HRTimeline
Crestwood Advisors Group, LLC22,944$1.32M0.02%+57213F-HRTimeline
Aspetuck Financial Management LLC22,875$1.32M0.89%+10,82513F-HRTimeline
Signal Advisors Wealth, LLC22,587$1.3M0.1%+3,65713F-HRTimeline
AdvisorNet Financial, Inc22,400$1.29M0.07%+1,27213F-HRTimeline
One Capital Management, LLC22,240$1.28M0.04%-25013F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV22,211$1.28M0.71%13F-HRTimeline
Ballentine Partners, LLC22,100$1.27M0.02%-1,12013F-HRTimeline
Sargent Investment Group, LLC22,099$1.27M0.16%-3,34013F-HRTimeline
Quilter Plcin group Quilter Plc22,018$1.27M0.02%013F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC21,961$1.27M0.22%-4,73213F-HRTimeline
Cornerstone Select Advisors, LLC21,945$1.27M0.88%+43513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC21,862$1.26M0.02%+1,02413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV21,829$1.26M0.1%+1,49713F-HRTimeline
Arete Wealth Advisors, LLC21,825$1.26M0.09%-1,03413F-HR/ATimeline
EVERETT HARRIS & CO /CA/21,726$1.25M0.02%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…21,695$1.25M0.01%-9,70213F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP21,629$1.25M0.02%+2613F-HRTimelineGroup
Leonteq Securities AG21,623$1.25M0.07%+12,03313F-HRTimeline
Onyx Bridge Wealth Group LLC21,598$1.25M0.13%-16913F-HRTimeline
Traynor Capital Management, Inc.21,474$1.24M0.07%-1,48913F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP21,417$1.24M0.04%-44013F-HRTimeline
Leisure Capital Management21,373$1.23M0.41%-52113F-HRTimeline
Center For Asset Management LLC21,285$1.23M0.64%-2,01813F-HRTimeline
Midwest Trust Co21,269$1.23M0.02%+62213F-HRTimeline
Icon Wealth Advisors, LLC21,255$1.23M0.08%-41213F-HRTimeline
VALICENTI ADVISORY SERVICES INC21,213$1.22M0.26%+14113F-HRTimeline
FRG Family Wealth Advisors LLC21,202$1.22M0.19%-66513F-HRTimeline
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC21,032$1.21M0.68%013F-HRTimeline
LEE DANNER & BASS INC21,027$1.21M0.09%013F-HRTimeline
Dodge & Cox21,000$1.21M<0.01%013F-HRTimeline
Aurdan Capital Management, LLC20,906$1.21M0.37%-23013F-HRTimeline
ICW Investment Advisors LLC20,904$1.21M0.44%-18213F-HRTimeline
Ipswich Investment Management Co., Inc.20,845$1.2M0.28%013F-HRTimeline
ALKEME WEALTH, LLC20,826$1.2M0.51%-1,21713F-HRTimeline
Modera Wealth Management, LLC20,792$1.2M0.01%-41213F-HRTimeline
Finer Wealth Management, Inc.20,760$1.2M0.58%013F-HRTimeline
DIVERSIFIED TRUST CO20,723$1.19M0.02%+1,76313F-HRTimeline
FIRST HORIZON CORP20,608$1.19M0.05%-38113F-HRTimeline
VestGen Advisors, LLC20,563$1.19M0.05%+5513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co20,548$1.18M0.01%-39713F-HRTimelineGroup
Beacon Financial Advisory LLC20,489$1.18M0.27%-2,39213F-HRTimeline
Private Wealth Asset Management, LLC20,456$1.18M0.13%+8513F-HRTimeline
Everstar Asset Management, LLC20,389$1.18M0.63%+90913F-HRTimeline
Zhang Financial LLC20,410$1.18M0.04%+2,10313F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC20,405$1.18M0.98%13F-HRTimeline
Lantz Financial LLC20,386$1.18M0.25%+2,17513F-HRTimeline
SMITH, MOORE & CO.20,306$1.17M0.09%+1,08113F-HRTimeline
Measured Wealth Private Client Group, L…20,286$1.17M0.31%+3,86213F-HRTimeline
Resurgent Financial Advisors LLC20,274$1.17M0.59%+6,39213F-HRTimeline
HCR Wealth Advisors20,261$1.17M0.12%+2213F-HRTimeline
Ethos Financial Group, LLC20,252$1.17M0.09%-1,69013F-HRTimeline
Retirement Planning Group, LLC20,232$1.17M0.04%+1,78713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP20,126$1.16M0.02%+1,82613F-HRTimeline
Wealth Alliance Advisory Group, LLC20,104$1.16M0.2%-45513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.19,728$1.16M0.08%+3113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT20,051$1.16M0.01%+5,74513F-HRTimeline
First Nebraska Trust Co19,921$1.15M0.11%+1013F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC19,879$1.15M0.45%13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding19,849$1.14M-399Timeline
Welch & Forbes LLC19,815$1.14M0.01%-2,16913F-HRTimeline
Hexagon Capital Partners LLC19,787$1.14M0.21%-1,15713F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.19,772$1.14M0.45%-98913F-HRTimeline
KLCM Advisors, Inc.19,771$1.14M0.1%+27013F-HRTimeline
Centennial Wealth Advisory LLC19,652$1.13M0.3%+81113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,588$1.13M0.04%-3,22813F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC19,546$1.13M0.08%+16013F-HRTimeline
FIRST MERCHANTS CORP19,425$1.12M0.04%013F-HRTimeline
Alchemi Wealth, LLC19,418$1.12M0.61%13F-HRTimeline
SeaCrest Wealth Management, LLC20,342$1.11M0.11%+23513F-HRTimeline
Stillwater Wealth Management Group19,295$1.11M0.75%-3,77013F-HRTimeline
PARK NATIONAL CORP /OH/19,256$1.11M0.03%+7913F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC19,234$1.11M0.06%+11513F-HRTimeline
Blue Trust, Inc.19,129$1.1M0.01%-69013F-HRTimeline
Mork Capital Management, LLC19,100$1.1M0.67%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC18,646$1.09M0.16%13F-HRTimeline
BECK MACK & OLIVER LLC18,896$1.09M0.02%+2,80613F-HRTimeline
Jaffetilchin Investment Partners, LLC18,825$1.09M0.06%+2,57113F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…18,824$1.09M0.1%-5,55913F-HRTimelineGroup
Maia Wealth LLC16,193$1.09M0.19%+3,50513F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd18,791$1.08M0.04%new13F-HRTimelineGroup
Wedmont Private Capital19,799$1.08M0.04%+75313F-HRTimeline
Michels Family Financial, LLC18,780$1.08M0.8%+55713F-HRTimeline
Invariant Investment Management18,817$1.08M0.69%13F-HRTimeline
IFG Advisory, LLC18,768$1.08M0.05%+48813F-HRTimeline
Avidian Wealth Enterprises, LLC18,738$1.08M0.04%+64613F-HRTimeline
Richard W. Paul & Associates, LLC18,691$1.08M0.36%+3,46313F-HRTimeline
Mosley Wealth Management16,462$1.08M0.49%13F-HRTimeline
WEALTH ALLIANCE, LLC18,629$1.07M0.11%+3,85213F-HRTimeline
SUMITOMO LIFE INSURANCE CO18,610$1.07M0.03%+12113F-HRTimeline
denkapparat Operations GmbH18,594$1.07M0.58%013F-HRTimeline
Center for Wealth Management Advisory18,537$1.07M0.79%13F-HRTimeline
WINNACLE WEALTH LLC18,422$1.07M0.79%+39313F-HRTimeline
Cascade Financial Partners, LLC18,510$1.07M0.11%+6,98413F-HRTimeline
Cadence Bank18,489$1.07M0.06%-9013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.18,486$1.07M0.36%+4213F-HR/ATimeline
FIDELIS CAPITAL PARTNERS, LLC18,361$1.06M0.08%+1,59213F-HRTimeline
Widmann Financial Services, Inc.18,305$1.06M0.65%-54913F-HRTimeline
Allegheny Financial Group18,293$1.05M0.16%-1,32913F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC18,176$1.05M0.46%-61413F-HRTimeline
Value Investment Professionals, LLC18,107$1.04M1.09%13F-HRTimeline
CAPITAL ADVISORS INC/OK18,076$1.04M0.02%-27113F-HRTimeline
EXCALIBUR MANAGEMENT CORP17,987$1.04M0.37%013F-HRTimeline
Beutel, Goodman & Co Ltd.18,000$1.04M0.01%013F-HRTimeline
Fiduciary Alliance LLC17,980$1.04M0.07%-25113F-HRTimeline
Koenig Investment Advisory, LLC14,876$1.03M0.84%13F-HRTimeline
Chicago Partners Investment Group LLC16,583$1.03M0.03%-1,77213F-HRTimeline
Sagewood Asset Management LP17,763$1.02M0.36%13F-HRTimeline
LaSalle St. Investment Advisors, LLC17,763$1.02M0.16%+3,56813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich17,671$1.02M<0.01%-7,97813F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…17,617$1.02M0.68%-2,32513F-HRTimeline
Oliver Luxxe Assets LLC17,610$1.02M0.15%013F-HRTimeline
SEARLE & CO.17,578$1.01M0.26%013F-HRTimeline
CSS LLC/IL17,489$1.01M0.06%-4,18113F-HRTimeline
Ted Buchan & Co17,455$1.01M0.37%-36313F-HRTimeline
MCF Advisors LLC17,085$1M0.06%+71513F-HRTimeline
Raleigh Capital Management Inc.17,382$1M0.36%+12,57313F-HRTimeline
Z3 Capital Partners, LLC17,349$1M0.24%13F-HRTimeline
CENTAURUS FINANCIAL, INC.17,337$1M0.05%+1,61313F-HRTimeline
Mattson Financial Services, LLC17,339$1000K0.23%-60413F-HRTimeline
PHILADELPHIA TRUST CO17,324$999K0.07%013F-HRTimeline
ELEMENT CAPITAL MANAGEMENT LLC17,307$998K0.52%+9,69313F-HRTimeline
Benchmark Financial Wealth Advisors, LLC17,269$996K0.29%+1,67013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.17,261$995K0.46%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC17,258$995K0.19%-1413F-HRTimeline
Pinion Investment Advisors, LLC17,199$992K0.24%-3,12913F-HRTimeline
Independent Wealth Network Inc.17,075$985K0.3%-1,14713F-HRTimeline
CHELSEA COUNSEL CO16,710$981K0.42%013F-HRTimeline
Portfolio Strategies, Inc.16,998$980K0.11%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…16,981$979K0.11%-7,48413F-HR/ATimelineGroup
Wagner Wealth Management, LLC16,917$975K0.21%+1,01013F-HRTimeline
Evernest Financial Advisors, LLC15,113$973K0.2%+113F-HRTimeline
Soltis Investment Advisors LLC16,849$972K0.06%+2,17213F-HR/ATimeline
BLUEFIN CAPITAL MANAGEMENT, LLC16,833$971K0.27%new13F-HRTimeline
Qtron Investments LLC16,823$970K0.13%-4,77813F-HRTimeline
Leo Wealth, LLC16,809$969K0.07%+6,85613F-HRTimeline
Grove Bank & Trust16,799$969K0.11%-15413F-HRTimeline
GWN SECURITIES INC.16,758$966K0.2%+3,57413F-HRTimeline
PROFUND ADVISORS LLC16,725$964K0.03%-40813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC16,702$963K0.18%+7,50013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC16,700$963K0.22%-1,20013F-HRTimeline
D'Orazio & Associates, Inc.16,694$963K0.12%-22413F-HRTimeline
Salvus Wealth Management, LLC16,491$951K0.53%+33013F-HRTimeline
Invst, LLC16,452$949K0.1%-54113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC16,447$948K0.47%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC16,328$941K0.13%new13F-HRTimeline
V-Square Quantitative Management LLC16,317$941K0.1%+1,08413F-HRTimeline
Parkside Financial Bank & Trust16,302$940K0.07%+2,38013F-HRTimeline
WealthPLAN Partners, LLC16,289$939K0.14%+1,25813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW16,295$939K0.14%-17913F-HRTimelineGroup
Blue Capital, Inc.16,270$938K0.67%+10,22613F-HRTimeline
Park Edge Advisors, LLC16,234$936K0.21%new13F-HRTimeline
San Luis Wealth Advisors LLC16,224$935K0.16%+3,31213F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC16,148$931K0.02%+2,73813F-HRTimeline
Westbourne Investment Advisors, Inc.16,099$928K0.26%013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP14,250$928K0.07%+5,00013F-HRTimelineGroup
MTM Investment Management, LLC16,076$927K0.3%-21713F-HRTimeline
REXFORD CAPITAL INC15,872$915K0.69%+4013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC15,850$914K0.42%+44213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC15,829$913K0.05%-4113F-HRTimeline
BURNS J W & CO INC/NY15,727$907K0.1%-1,73813F-HRTimeline
Tradition Wealth Management, LLC15,716$906K0.07%+14413F-HRTimeline
Advyzon Investment Management, LLC15,706$906K0.11%+4,81113F-HRTimeline
Meridian Wealth Management, LLC15,534$896K0.03%-35913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC15,259$894K0.01%-4013F-HRTimeline
Alpha Omega Wealth Management LLC15,484$893K0.15%+1,97213F-HRTimeline
MAVERICK CAPITAL LTD15,423$889K0.01%-25,00213F-HRTimeline
Red Door Wealth Management, LLC15,375$887K0.09%+56213F-HRTimeline
LS Investment Advisors, LLC15,375$887K0.12%+1,99713F-HRTimeline
Royal Palms Capital LLC15,370$886K1.05%13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP15,365$886K0.03%013F-HRTimeline
Intrua Financial, LLC15,225$878K0.1%-1,66013F-HRTimeline