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
- 2,172
- +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
- 842 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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 12,523 | $654.8K | 0.09% | +260+2.1% | Added |
| Old Point Trust & Financial Services N A | 12,549 | $656.2K | 0.23% | −150−1.2% | Reduced |
| International Private Wealth Advisors LLC | 12,569 | $657.2K | 0.65% | +10.0% | Added |
| Capital Advisors Wealth Management, LLC | 12,600 | $658.9K | 0.12% | +187+1.5% | Added |
| Cambria Investment Management, L.P. | 12,627 | $660.3K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12,637 | $660.8K | 0.09% | +2,864+29.3% | Added |
| World Equity Group, Inc. | 12,638 | $660.8K | 0.14% | −1,222−8.8% | Reduced |
| Spirit of America Management Corp | 12,650 | $661.5K | 0.13% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 12,656 | $661.8K | 0.12% | −70,181−84.7% | Reduced |
| Mosley Wealth Management | 12,574 | $662.1K | 0.41% | +892+7.6% | Added |
| Wealth Effects LLC | 12,675 | $662.8K | 0.24% | +325+2.6% | Added |
| Davidson Trust Co | 12,713 | $664.8K | 0.34% | +760+6.4% | Added |
| Intellectus Partners, LLC | 12,509 | $666.8K | 0.15% | −331−2.6% | Reduced |
| Woodward Diversified Capital, LLC | 12,771 | $667.8K | 0.49% | −3,322−20.6% | Reduced |
| Quadrant Capital Group LLC | 12,771 | $667.8K | 0.05% | +384+3.1% | Added |
| Boston Family Office LLC | 12,779 | $668.0K | 0.05% | −587−4.4% | Reduced |
| Anchor Investment Management, LLC | 12,792 | $668.9K | 0.06% | −382−2.9% | Reduced |
| Great Lakes Advisors, LLC | 12,792 | $668.9K | 0.01% | −657−4.9% | Reduced |
| AlphaStar Capital Management, LLC | 12,801 | $669.4K | 0.07% | +953+8.0% | Added |
| Mitchell Sinkler & Starr | 12,826 | $670.7K | 0.18% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 12,890 | $674.0K | 0.01% | +8,925+225.1% | Added |
| Mogy Joel R Investment Counsel Inc | 12,950 | $677.2K | 0.04% | 00.0% | Unchanged |
| MBA Advisors LLC | 12,973 | $678.4K | 0.34% | +983+8.2% | Added |
| Elevated Capital Advisors, LLC | 13,000 | $679.8K | 0.19% | −239−1.8% | Reduced |
| Resolute Partners Group | 12,764 | $680.5K | 0.14% | +992+8.4% | Added |
| Horst & Graben Wealth Management LLC | 13,015 | $680.6K | 0.12% | +198+1.5% | Added |
| Transcend Wealth Collective, LLC | 13,080 | $683.9K | 0.05% | −1,483−10.2% | Reduced |
| Blueprint Investment Partners LLC | 13,115 | $685.8K | 0.11% | +7,030+115.5% | Added |
| Tevis Investment Management | 12,866 | $685.9K | 0.51% | 00.0% | Unchanged |
| Tandem Financial, LLC | 12,884 | $686.8K | 0.73% | +12,884 | New |
| Papamarkou Wellner Asset Management inc. | 13,140 | $687.1K | 0.48% | +13,140 | New |
| Walker Asset Management, LLC | 13,172 | $688.7K | 0.42% | −1,491−10.2% | Reduced |
| 44 Wealth Management LLC | 13,185 | $689.4K | 0.27% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 12,941 | $689.6K | 0.08% | +468+3.8% | Added |
| Castle Rock Wealth Management, LLC | 12,974 | $691.4K | 0.16% | −874−6.3% | Reduced |
| Liberty Square Wealth Partners LLC | 12,997 | $692.6K | 0.25% | +12,997 | New |
| Neville Rodie & Shaw Inc | 13,273 | $694.0K | 0.05% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 13,356 | $698.4K | 0.17% | 00.0% | Unchanged |
| Ti-Trust, Inc | 13,359 | $698.5K | 0.47% | −225−1.7% | Reduced |
| Kapstone Financial Advisors LLC | 13,283 | $699.5K | 0.37% | −276−2.0% | Reduced |
| Bill Few Associates, Inc. | 13,398 | $700.6K | 0.25% | +303+2.3% | Added |
| Farmers & Merchants Investments Inc | 13,406 | $701.0K | 0.02% | −200−1.5% | Reduced |
| Alpha Omega Wealth Management LLC | 13,412 | $701.3K | 0.13% | +11+0.1% | Added |
| Principle Wealth Partners LLC | 13,437 | $702.6K | 0.05% | −10.0% | Reduced |
| Bedel Financial Consulting, Inc. | 13,453 | $707.3K | 0.10% | +2,554+23.4% | Added |
| Columbia Asset Management | 13,570 | $709.6K | 0.14% | −100−0.7% | Reduced |
| Waldron Private Wealth LLC | 13,575 | $709.8K | 0.03% | −929−6.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 13,600 | $711.1K | 0.18% | +5,800+74.4% | Added |
| Financial Advisors Network, Inc. | 13,636 | $713.0K | 0.12% | +13,636 | New |
| Hilltop National Bank | 13,647 | $713.6K | 0.21% | −1,100−7.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 13,674 | $715.0K | 0.23% | +910+7.1% | Added |
| Allianz SE | 13,700 | $715.5K | 0.02% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 13,692 | $715.9K | 0.24% | +852+6.6% | Added |
| Eastern Bank | 13,725 | $717.7K | 0.01% | −2,500−15.4% | Reduced |
| Univest Financial Corp | 13,731 | $718.0K | 0.05% | −1,479−9.7% | Reduced |
| Pallas Capital Advisors LLC | 13,769 | $720.0K | 0.03% | +639+4.9% | Added |
| Davis Capital Management | 13,772 | $720.1K | 0.59% | −80−0.6% | Reduced |
| Fiduciary Group LLC | 13,778 | $720.5K | 0.07% | +203+1.5% | Added |
| Brooks, Moore & Associates, Inc. | 13,855 | $724.5K | 0.43% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 13,917 | $727.0K | 0.23% | +7,390+113.2% | Added |
| Cozad Asset Management Inc | 13,916 | $727.7K | 0.07% | 00.0% | Unchanged |
| Chicago Capital, LLC | 13,947 | $729.3K | 0.02% | +20.0% | Added |
| Magnolia Capital Advisors LLC | 13,952 | $729.6K | 0.19% | +13,952 | New |
| Galvin, Gaustad & Stein, LLC | 13,982 | $731.1K | 0.07% | −1,255−8.2% | Reduced |
| Chemung Canal Trust Co | 13,992 | $731.6K | 0.15% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 13,992 | $731.6K | 0.43% | +14+0.1% | Added |
| FLC Capital Advisors | 14,044 | $734.4K | 0.17% | −352−2.4% | Reduced |
| Syon Capital LLC | 14,078 | $736.1K | 0.07% | −763−5.1% | Reduced |
| Graypoint LLC | 14,082 | $736.4K | 0.04% | +1,158+9.0% | Added |
| Godsey & Gibb Associates | 14,088 | $736.7K | 0.07% | −1,950−12.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 14,211 | $743.1K | 0.55% | +102+0.7% | Added |
| Wolff Financial Management LLC | 14,220 | $744.0K | 0.21% | +30.0% | Added |
| Taika Capital, LP | 14,255 | $745.4K | 0.57% | +14,255 | New |
| Samalin Investment Counsel, LLC | 14,270 | $746.2K | 0.32% | +303+2.2% | Added |
| Ted Buchan & Co | 14,277 | $746.6K | 0.35% | +2,075+17.0% | Added |
| David Loasby | 14,715 | $748.5K | 0.07% | +546+3.9% | Added |
| Signature Wealth Management Partners, LLC | 14,337 | $749.7K | 0.51% | +1,367+10.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,372 | $751.5K | 0.03% | −134−0.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 14,453 | $755.7K | 0.29% | −3,166−18.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 14,482 | $757.3K | 0.26% | +38+0.3% | Added |
| Tradition Wealth Management, LLC | 14,494 | $757.9K | 0.07% | +701+5.1% | Added |
| Kendall Capital Management | 14,497 | $758.0K | 0.22% | 00.0% | Unchanged |
| Exchange Bank | 14,518 | $759.1K | 0.61% | +500+3.6% | Added |
| MCF Advisors LLC | 14,321 | $762.1K | 0.05% | +201+1.4% | Added |
| Iron Financial, LLC | 14,609 | $763.9K | 0.43% | +437+3.1% | Added |
| Salvus Wealth Management, LLC | 14,741 | $770.8K | 0.49% | +53+0.4% | Added |
| WESPAC Advisors, LLC | 14,757 | $771.6K | 0.57% | +14,757 | New |
| Walter & Keenan Financial Consulting Co | 14,759 | $771.7K | 0.23% | +71+0.5% | Added |
| Chapin Davis, Inc. | 15,184 | $775.0K | 0.25% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 14,834 | $775.7K | 0.20% | +1,472+11.0% | Added |
| Gables Capital Management Inc. | 14,881 | $778.1K | 0.38% | −152−1.0% | Reduced |
| New Vernon Capital Holdings II LLC | 14,908 | $779.5K | 0.54% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 14,962 | $782.4K | 0.16% | −72−0.5% | Reduced |
| Compagnie Lombard Odier SCmA | 15,000 | $784.4K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 15,000 | $784.4K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 15,070 | $786.2K | 0.04% | +1,364+10.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 15,069 | $788.0K | 0.31% | +13,494+856.8% | Added |
| Evernest Financial Advisors, LLC | 15,113 | $790.2K | 0.20% | +10,003+195.8% | Added |
| Sentry Investment Management LLC | 15,139 | $792.0K | 0.38% | −2,464−14.0% | Reduced |
| CoreFirst Bank & Trust | 15,150 | $792.2K | 0.47% | −1,150−7.1% | Reduced |