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 |
|---|---|---|---|---|---|
| Fishman Jay A Ltd | 10,555 | $551.9K | 0.05% | 00.0% | Unchanged |
| Avestar Capital, LLC | 10,546 | $552.0K | 0.05% | +923+9.6% | Added |
| Procyon Private Wealth Partners, LLC | 10,560 | $552.2K | 0.04% | +128+1.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 10,560 | $552.2K | 0.14% | +438+4.3% | Added |
| TFB Advisors LLC | 10,576 | $553.0K | 0.16% | +522+5.2% | Added |
| Brown Miller Wealth Management, LLC | 10,600 | $554.3K | 0.21% | −298−2.7% | Reduced |
| Legacy Advisors, LLC | 10,606 | $554.6K | 0.05% | +931+9.6% | Added |
| Siemens Fonds Invest GmbH | 10,656 | $555.0K | 0.06% | 00.0% | Unchanged |
| Callan Family Office, LLC | 10,681 | $558.5K | 0.04% | +6,560+159.2% | Added |
| Wealth Architects, LLC | 10,686 | $558.8K | 0.06% | −145−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $559.0K | 0.00% | 00.0% | Unchanged |
| St. Louis Trust Co | 10,700 | $559.5K | 0.08% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 10,723 | $560.7K | 0.06% | +1,729+19.2% | Added |
| Apexium Financial, LP | 10,736 | $561.4K | 0.03% | +10,736 | New |
| Virtus Investment Advisers, Inc. | 10,760 | $562.6K | 0.44% | +5,310+97.4% | Added |
| Essex Savings Bank | 10,770 | $563.2K | 0.14% | +204+1.9% | Added |
| Perritt Capital Management Inc | 10,814 | $565.5K | 0.29% | +30+0.3% | Added |
| Meritage Portfolio Management | 10,838 | $566.7K | 0.04% | +365+3.5% | Added |
| Insigneo Advisory Services, LLC | 10,843 | $567.0K | 0.06% | −2,471−18.6% | Reduced |
| TFC Financial Management | 10,848 | $567.2K | 0.09% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 10,872 | $568.5K | 0.02% | +55+0.5% | Added |
| Mattern Wealth Management LLC | 10,876 | $569.3K | 0.13% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 10,892 | $569.5K | 0.31% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 10,955 | $572.8K | 0.10% | +301+2.8% | Added |
| Cross Staff Investments Inc | 10,970 | $573.6K | 0.43% | −421−3.7% | Reduced |
| Sowa Financial Group, Inc. | 11,002 | $575.0K | 0.36% | −6−0.1% | Reduced |
| Parcion Private Wealth LLC | 11,000 | $575.2K | 0.04% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 11,012 | $575.8K | 0.09% | +1,292+13.3% | Added |
| Wealth Group, Ltd. | 11,019 | $576.0K | 0.37% | +366+3.4% | Added |
| Carolinas Wealth Consulting LLC | 10,814 | $576.4K | 0.11% | −167−1.5% | Reduced |
| DRW Securities, LLC | 11,078 | $578.1K | 0.04% | +11,078 | New |
| Golden State Equity Partners | 11,086 | $579.7K | 0.11% | −336−2.9% | Reduced |
| Loudon Investment Management, LLC | 11,117 | $581.3K | 0.33% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 11,129 | $581.9K | 0.00% | −1,147−9.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,142 | $582.0K | 0.26% | +50.0% | Added |
| Argyle Capital Partners, LLC | 11,147 | $582.9K | 0.50% | +11,147 | New |
| Waddell & Associates, LLC | 11,184 | $584.8K | 0.06% | +11,184 | New |
| Advisory Alpha, LLC | 11,205 | $586.0K | 0.02% | −310−2.7% | Reduced |
| Nations Financial Group Inc, | 11,210 | $586.2K | 0.04% | −3,972−26.2% | Reduced |
| Two Sigma Securities, LLC | 11,211 | $586.2K | 0.11% | +4,011+55.7% | Added |
| PBMares Wealth Management LLC | 11,215 | $586.4K | 0.12% | −133−1.2% | Reduced |
| Silver Coast Investments LLC | 11,215 | $586.4K | 0.22% | −4,145−27.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,285 | $590.1K | 0.05% | −1,053−8.5% | Reduced |
| Patton Albertson Miller Group, LLC | 11,293 | $590.5K | 0.08% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 10,974 | $590.8K | 0.27% | +4,220+62.5% | Added |
| Axis Wealth Partners, LLC | 11,336 | $592.7K | 0.50% | +11,336 | New |
| Silver Oak Securities, Inc | 11,413 | $594.4K | 0.06% | −955−7.7% | Reduced |
| Garden State Investment Advisory Services LLC | 11,364 | $594.7K | 0.18% | −877−7.2% | Reduced |
| Lake Street Advisors Group, LLC | 11,167 | $595.4K | 0.03% | +292+2.7% | Added |
| JT Stratford LLC | 11,396 | $595.9K | 0.10% | −63−0.5% | Reduced |
| Cape Investment Advisory, Inc. | 11,433 | $597.8K | 0.23% | +171+1.5% | Added |
| Catalyst Financial Partners LLC | 11,484 | $600.5K | 0.11% | +244+2.2% | Added |
| Herold Advisors, Inc. | 11,509 | $602.0K | 0.13% | +142+1.2% | Added |
| Romano Brothers and Company | 11,528 | $602.8K | 0.08% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 11,536 | $603.2K | 0.26% | +11,536 | New |
| Patriot Investment Management Inc. | 11,576 | $605.3K | 0.05% | +338+3.0% | Added |
| Red Door Wealth Management, LLC | 11,586 | $605.8K | 0.09% | −12−0.1% | Reduced |
| L.M. Kohn & Company | 11,588 | $605.9K | 0.16% | +846+7.9% | Added |
| NorthStar Asset Management LLC | 11,611 | $607.1K | 0.39% | +212+1.9% | Added |
| Paragon Financial Partners, Inc. | 11,614 | $607.3K | 0.46% | −10,364−47.2% | Reduced |
| Spinnaker Trust | 11,633 | $608.3K | 0.04% | −700−5.7% | Reduced |
| Gladstone Institutional Advisory LLC | 11,653 | $609.3K | 0.03% | +232+2.0% | Added |
| Greenfield Savings Bank | 11,676 | $610.5K | 0.29% | −14,550−55.5% | Reduced |
| Taurus Asset Management, LLC | 11,685 | $611.0K | 0.06% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 11,695 | $611.5K | 0.08% | 00.0% | Unchanged |
| Constant Guidance Financial LLC | 11,710 | $612.4K | 0.53% | +11,710 | New |
| Serenus Wealth Advisors, LLC | 11,722 | $612.9K | 0.11% | +11,722 | New |
| Lingohr & Partner Asset Management GmbH | 11,841 | $617.0K | 1.28% | +11,841 | New |
| Unique Wealth Strategies, LLC | 11,805 | $617.3K | 0.27% | +1,407+13.5% | Added |
| First National Bank & Trust Co of Newtown | 11,809 | $617.5K | 0.13% | −2,230−15.9% | Reduced |
| Miller Financial Services LLC | 11,869 | $620.6K | 0.52% | +11,869 | New |
| Patten & Patten Inc | 11,875 | $621.0K | 0.04% | −422−3.4% | Reduced |
| Synergy Financial Management, LLC | 11,832 | $621.3K | 0.05% | −415−3.4% | Reduced |
| Callan Capital, LLC | 11,905 | $622.5K | 0.05% | +2,399+25.2% | Added |
| Capital City Trust Co | 11,933 | $624.0K | 0.16% | −18−0.2% | Reduced |
| Boothbay Fund Management, LLC | 11,952 | $625.0K | 0.02% | +161+1.4% | Added |
| Evercore Wealth Management, LLC | 11,956 | $625.2K | 0.01% | +20.0% | Added |
| Dakota Wealth Management | 12,075 | $631.8K | 0.01% | −203−1.7% | Reduced |
| BKD Wealth Advisors, LLC | 12,092 | $632.3K | 0.01% | −809−6.3% | Reduced |
| 180 Wealth Advisors, LLC | 12,095 | $632.5K | 0.10% | −51−0.4% | Reduced |
| Rahlfs Capital, LLC | 12,122 | $633.9K | 0.63% | +12,122 | New |
| Diligent Investors, LLC | 12,128 | $634.2K | 0.15% | +8+0.1% | Added |
| Keystone Wealth Services, LLC | 12,142 | $634.9K | 0.17% | +307+2.6% | Added |
| Gilbert & Cook, Inc. | 12,144 | $635.0K | 0.09% | −36−0.3% | Reduced |
| Delta Asset Management LLC | 12,155 | $635.6K | 0.06% | −59−0.5% | Reduced |
| Northstar Advisory Group, LLC | 12,178 | $636.8K | 0.32% | −55−0.4% | Reduced |
| Manske Wealth Management | 12,182 | $637.0K | 0.25% | +12,182 | New |
| Tompkins Financial Corp | 12,201 | $638.0K | 0.06% | +6,000+96.8% | Added |
| Northstar Financial Companies, Inc. | 12,213 | $638.6K | 0.60% | +12,213 | New |
| Kennedy Investment Group | 12,223 | $639.1K | 0.29% | +12,223 | New |
| Rogco, LP | 12,229 | $639.5K | 0.26% | −161−1.3% | Reduced |
| Maia Wealth LLC | 12,003 | $641.5K | 0.14% | +12,003 | New |
| Flputnam Investment Management Co | 12,345 | $645.5K | 0.01% | −4,694−27.5% | Reduced |
| Aureus Asset Management, LLC | 12,356 | $646.1K | 0.04% | 00.0% | Unchanged |
| Choate Investment Advisors | 12,389 | $647.8K | 0.02% | +4,869+64.7% | Added |
| SPC Financial, Inc. | 12,415 | $649.2K | 0.06% | −89−0.7% | Reduced |
| Nwam LLC | 12,440 | $650.5K | 0.04% | −915−6.9% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 12,468 | $652.0K | 0.46% | +237+1.9% | Added |
| Cassaday & Co Wealth Management LLC | 12,489 | $653.0K | 0.02% | +620+5.2% | Added |
| Sylvest Advisors, LLC | 12,508 | $654.0K | 0.40% | +12,508 | New |