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 2024
Institutional positions in Altria Group, Inc. as of Dec 31, 2024. 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
- 2,173
- +219 vs. Q3 2024
- Shares held
- 1.02B
- +10.5M (+1.0%) vs. Q3 2024
- Total value
- $53.6B
- +$1.82B (+3.5%) vs. Q3 2024
- New holders
- 302
- 843 more added
- Sold out
- 83
- 713 more reduced
43 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Enzi Wealth | 9,494 | $482.4K | 0.18% | +284+3.1% | Added |
| Lindbrook Capital, LLC | 9,233 | $482.8K | 0.04% | +139+1.5% | Added |
| KCM Investment Advisors LLC | 9,245 | $483.4K | 0.02% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 9,250 | $483.7K | 0.02% | +1,000+12.1% | Added |
| C2C Wealth Management, LLC | 9,252 | $483.8K | 0.45% | 00.0% | Unchanged |
| Montecito Bank & Trust | 9,264 | $484.4K | 0.08% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 9,265 | $484.5K | 0.14% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 9,265 | $484.5K | 0.14% | +9,265 | New |
| WMS Partners, LLC | 9,268 | $484.6K | 0.03% | −371−3.8% | Reduced |
| Wealth Alliance | 9,278 | $485.1K | 0.06% | +10+0.1% | Added |
| Sage Mountain Advisors LLC | 9,280 | $485.3K | 0.04% | +3,334+56.1% | Added |
| Jarislowsky, Fraser Ltd | 9,300 | $486.3K | 0.00% | −1,000−9.7% | Reduced |
| Staley Capital Advisers Inc | 9,318 | $487.2K | 0.02% | 00.0% | Unchanged |
| Thomasville National Bank | 9,328 | $487.8K | 0.04% | −2,240−19.4% | Reduced |
| Main Street Financial Solutions, LLC | 9,329 | $487.8K | 0.05% | −1,730−15.6% | Reduced |
| Armstrong Advisory Group, Inc | 9,329 | $487.8K | 0.04% | +215+2.4% | Added |
| Intrua Financial, LLC | 9,342 | $488.5K | 0.08% | −1,790−16.1% | Reduced |
| Court Place Advisors, LLC | 9,345 | $488.6K | 0.16% | −75−0.8% | Reduced |
| Ameriflex Group, Inc. | 9,360 | $488.9K | 0.22% | +9,360 | New |
| Guardian Partners Inc. | 9,500 | $489.2K | 0.05% | +9,500 | New |
| Conning Inc. | 9,447 | $494.0K | 0.02% | −265−2.7% | Reduced |
| Meitav Dash Investments Ltd | 9,500 | $494.8K | 0.01% | −658−6.5% | Reduced |
| White Lighthouse Investment Management Inc. | 9,468 | $495.1K | 0.09% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 9,470 | $495.2K | 0.03% | +745+8.5% | Added |
| Keystone Financial Group | 9,483 | $495.9K | 0.05% | +715+8.2% | Added |
| Main Street Group, LTD | 9,494 | $496.4K | 0.18% | −4,075−30.0% | Reduced |
| AdvisorShares Investments LLC | 9,500 | $496.8K | 0.10% | +700+8.0% | Added |
| Burney Co | 9,515 | $497.6K | 0.02% | +896+10.4% | Added |
| Capital Asset Advisory Services LLC | 9,397 | $499.4K | 0.02% | +419+4.7% | Added |
| Burns Matteson Capital Management, LLC | 9,564 | $500.1K | 0.28% | −117−1.2% | Reduced |
| One Wealth Advisors, LLC | 9,566 | $500.2K | 0.07% | +577+6.4% | Added |
| State of Wyoming | 9,585 | $501.2K | 0.06% | +6,033+169.8% | Added |
| Northcape Wealth Management, LLC | 9,597 | $501.8K | 0.16% | −11−0.1% | Reduced |
| Sym Financial Corp | 9,597 | $501.8K | 0.06% | −385−3.9% | Reduced |
| MSH Capital Advisors LLC | 9,600 | $502.0K | 0.16% | −389−3.9% | Reduced |
| NWF Advisory Services Inc. | 9,423 | $502.4K | 0.07% | +4,940+110.2% | Added |
| Impact Capital Partners LLC | 9,614 | $502.7K | 0.18% | +9,614 | New |
| CBOE Vest Financial, LLC | 9,622 | $503.1K | 0.01% | +741+8.3% | Added |
| Washington Trust Co | 9,634 | $503.8K | 0.02% | +428+4.6% | Added |
| Dover Advisors, LLC | 9,634 | $503.8K | 0.29% | −3,403−26.1% | Reduced |
| Heritage Wealth Management, Inc. | 9,645 | $504.4K | 0.17% | +17+0.2% | Added |
| Tocqueville Asset Management L.P. | 9,646 | $504.4K | 0.01% | +30.0% | Added |
| bLong Financial, LLC | 9,648 | $504.5K | 0.42% | +9,648 | New |
| Acorn Wealth Advisors, LLC | 9,671 | $505.7K | 0.21% | +134+1.4% | Added |
| Reliant Investment Partners, LLC | 9,690 | $506.7K | 0.45% | +9,690 | New |
| Quadcap Wealth Management, LLC | 9,698 | $507.1K | 0.07% | −411−4.1% | Reduced |
| Tufton Capital Management | 9,705 | $507.5K | 0.10% | −815−7.7% | Reduced |
| Lafayette Investments, Inc. | 9,738 | $509.2K | 0.11% | −50−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 9,740 | $509.3K | 0.03% | +463+5.0% | Added |
| GeoWealth Management, LLC | 9,749 | $509.8K | 0.02% | −903−8.5% | Reduced |
| Cobblestone Asset Management LLC | 9,791 | $512.0K | 0.33% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 9,800 | $512.4K | 0.31% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,801 | $512.5K | 0.08% | +294+3.1% | Added |
| Shelton Capital Management | 9,819 | $513.4K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 9,871 | $516.1K | 0.11% | −3,340−25.3% | Reduced |
| West Chester Capital Advisors, Inc | 9,871 | $516.2K | 0.28% | +9,871 | New |
| Ci Investments Inc. | 9,952 | $520.0K | 0.00% | +2,390+31.6% | Added |
| Peak Financial Advisors LLC | 9,952 | $520.4K | 0.27% | +32+0.3% | Added |
| Moser Wealth Advisors, LLC | 9,983 | $522.0K | 0.27% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9,991 | $522.4K | 0.21% | +5,373+116.3% | Added |
| Fortis Group Advisors, LLC | 10,002 | $523.0K | 0.10% | +546+5.8% | Added |
| KMG Fiduciary Partners, LLC | 10,023 | $524.1K | 0.04% | −166−1.6% | Reduced |
| CFO4Life Group, LLC | 10,030 | $524.5K | 0.09% | +144+1.5% | Added |
| Strategic Financial Concepts, LLC | 10,049 | $525.5K | 0.10% | +4,617+85.0% | Added |
| denkapparat Operations GmbH | 10,056 | $525.8K | 0.78% | +10,056 | New |
| Krane Funds Advisors LLC | 10,073 | $526.7K | 0.02% | −91−0.9% | Reduced |
| Cheviot Value Management, LLC | 10,087 | $527.4K | 0.10% | −208−2.0% | Reduced |
| CVA Family Office, LLC | 10,097 | $528.0K | 0.08% | +160+1.6% | Added |
| Vectors Research Management, LLC | 10,100 | $528.1K | 0.18% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 10,110 | $528.7K | 0.01% | −8,725−46.3% | Reduced |
| M Holdings Securities, Inc. | 10,111 | $529.0K | 0.09% | +10,111 | New |
| City National Bank of Florida | 10,125 | $529.4K | 0.48% | +10,125 | New |
| Empower Advisory Group, LLC | 10,128 | $529.6K | 0.00% | −2,106−17.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,139 | $530.2K | 0.11% | +556+5.8% | Added |
| Tradewinds, LLC. | 9,900 | $532.5K | 0.15% | +998+11.2% | Added |
| Everstar Asset Management, LLC | 10,186 | $532.6K | 0.38% | −3,798−27.2% | Reduced |
| Catalina Capital Group, LLC | 10,205 | $533.6K | 0.18% | +1,391+15.8% | Added |
| Cladis Investment Advisory, LLC | 10,214 | $534.1K | 0.38% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 10,219 | $534.4K | 0.08% | 00.0% | Unchanged |
| Bangor Savings Bank | 10,228 | $534.8K | 0.05% | −1,307−11.3% | Reduced |
| Foster Group, Inc. | 10,245 | $535.7K | 0.02% | +456+4.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 10,261 | $536.5K | 0.18% | +1,547+17.8% | Added |
| MOKAN Wealth Management Inc. | 10,290 | $537.9K | 0.34% | +10,290 | New |
| Chicago Trust Co NA | 10,365 | $542.0K | 0.10% | +5,528+114.3% | Added |
| Monarch Capital Management Inc | 10,187 | $542.2K | 0.15% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 103,768 | $542.6K | 0.42% | +103,768 | New |
| Rodgers Brothers Inc. | 10,381 | $542.8K | 0.07% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 10,395 | $543.6K | 0.05% | +2,752+36.0% | Added |
| Advisor OS, LLC | 10,400 | $543.8K | 0.06% | +264+2.6% | Added |
| Teamwork Financial Advisors, LLC | 10,401 | $543.9K | 0.07% | +139+1.4% | Added |
| Sargent Investment Group, LLC | 10,699 | $544.0K | 0.09% | +10,699 | New |
| Balentine LLC | 10,409 | $544.3K | 0.02% | −1,850−15.1% | Reduced |
| Wealth Quarterback LLC | 10,418 | $544.8K | 0.26% | +49+0.5% | Added |
| Simon Quick Advisors, LLC | 10,433 | $545.5K | 0.03% | +2,148+25.9% | Added |
| City State Bank | 10,468 | $547.4K | 0.19% | −269−2.5% | Reduced |
| LifeWealth Investments, LLC | 10,490 | $548.5K | 0.36% | +10,490 | New |
| Johnson & White Wealth Management, LLC | 10,456 | $549.0K | 0.33% | +18+0.2% | Added |
| Oakworth Capital, Inc. | 10,537 | $551.0K | 0.04% | +108+1.0% | Added |
| Strategic Blueprint, LLC | 10,543 | $551.3K | 0.03% | −321−3.0% | Reduced |
| Fee-Only Financial Planning, L.C. | 10,553 | $551.8K | 0.36% | 00.0% | Unchanged |