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 |
|---|---|---|---|---|---|
| CWS Financial Advisors, LLC | 15,170 | $793.2K | 0.26% | +86+0.6% | Added |
| 111 Capital | 15,213 | $795.5K | 0.17% | +15,213 | New |
| D'Orazio & Associates, Inc. | 15,274 | $798.7K | 0.12% | +870+6.0% | Added |
| Checchi Capital Advisers, LLC | 15,289 | $799.4K | 0.06% | +604+4.1% | Added |
| Courier Capital LLC | 15,317 | $800.9K | 0.06% | +549+3.7% | Added |
| Continuum Advisory, LLC | 15,318 | $801.0K | 0.10% | +312+2.1% | Added |
| Philadelphia Trust Co | 15,311 | $801.0K | 0.06% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 15,327 | $801.9K | 0.12% | 00.0% | Unchanged |
| Adviser Investments LLC | 15,361 | $803.2K | 0.01% | +453+3.0% | Added |
| Leo Wealth, LLC | 15,378 | $804.1K | 0.07% | −714−4.4% | Reduced |
| Savvy Advisors, Inc. | 15,467 | $808.8K | 0.10% | +10,227+195.2% | Added |
| Meiji Yasuda Life Insurance Co | 15,584 | $814.9K | 0.02% | +1,850+13.5% | Added |
| Plimoth Trust Co LLC | 15,615 | $816.5K | 0.21% | −90−0.6% | Reduced |
| Peak Retirement Planning, Inc. | 15,639 | $818.0K | 0.55% | +15,639 | New |
| Umb Bank N A | 15,686 | $820.2K | 0.01% | +926+6.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 15,403 | $821.1K | 0.02% | −200−1.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 15,417 | $821.7K | 0.01% | −2,001−11.5% | Reduced |
| Financial Advisory Corp | 15,726 | $822.0K | 0.30% | −2,869−15.4% | Reduced |
| My Legacy Advisors, LLC | 16,146 | $824.1K | 0.32% | +406+2.6% | Added |
| McGowan Group Asset Management, Inc. | 15,872 | $829.9K | 0.11% | +926+6.2% | Added |
| Moody Lynn & Lieberson, LLC | 15,924 | $832.7K | 0.05% | −726−4.4% | Reduced |
| Kapitalo Investimentos Ltda | 16,050 | $839.3K | 0.56% | +1,638+11.4% | Added |
| Bath Savings Trust Co | 16,086 | $841.1K | 0.09% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 16,099 | $842.0K | 0.29% | 00.0% | Unchanged |
| Marco Investment Management LLC | 16,118 | $842.8K | 0.07% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 16,143 | $844.2K | 0.22% | +151+0.9% | Added |
| IFG Advisory, LLC | 16,192 | $846.7K | 0.05% | +855+5.6% | Added |
| Ancora Advisors, LLC | 16,234 | $848.9K | 0.02% | +1,122+7.4% | Added |
| Loomis Sayles & Co L P | 16,253 | $850.0K | 0.00% | −388−2.3% | Reduced |
| MTM Investment Management, LLC | 16,270 | $850.8K | 0.33% | +9+0.1% | Added |
| Bordeaux Wealth Advisors LLC | 16,363 | $855.6K | 0.14% | +1,274+8.4% | Added |
| Ronald Blue Trust, Inc. | 16,364 | $855.7K | 0.01% | −11,694−41.7% | Reduced |
| Joel Isaacson & Co., LLC | 16,365 | $855.7K | 0.04% | +351+2.2% | Added |
| Aprio Wealth Management, LLC | 16,367 | $855.8K | 0.12% | +3,845+30.7% | Added |
| WCG Wealth Advisors LLC | 16,380 | $857.0K | 0.06% | −288−1.7% | Reduced |
| San Luis Wealth Advisors LLC | 16,437 | $859.0K | 0.16% | +2,588+18.7% | Added |
| American Financial & Tax Strategies Inc | 16,447 | $860.0K | 0.45% | 00.0% | Unchanged |
| RFG Advisory, LLC | 16,458 | $860.6K | 0.02% | +3,769+29.7% | Added |
| Fidelis Capital Partners, LLC | 16,381 | $865.7K | 0.09% | +951+6.2% | Added |
| Modern Wealth Management, LLC | 16,585 | $867.2K | 0.03% | +1,003+6.4% | Added |
| WealthPLAN Partners, LLC | 16,672 | $871.8K | 0.12% | −763−4.4% | Reduced |
| Retirement Planning Group | 16,693 | $872.9K | 0.04% | +587+3.6% | Added |
| Grove Bank & Trust | 16,798 | $878.4K | 0.12% | +457+2.8% | Added |
| Klingenstein Fields & Co LP | 16,804 | $878.7K | 0.04% | +10.0% | Added |
| Ameritas Investment Partners, Inc. | 16,834 | $880.3K | 0.03% | −678−3.9% | Reduced |
| GTS Securities LLC | 17,029 | $890.4K | 0.04% | −4,606−21.3% | Reduced |
| Ellsworth Advisors, LLC | 17,186 | $898.6K | 0.24% | +1,781+11.6% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $898.8K | 0.16% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 17,221 | $900.5K | 0.12% | −294−1.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 17,237 | $901.3K | 0.02% | +2,444+16.5% | Added |
| Everett Harris & Co | 17,270 | $903.0K | 0.01% | +90+0.5% | Added |
| LMCG Investments, LLC | 17,314 | $905.3K | 0.06% | +4,023+30.3% | Added |
| V-Square Quantitative Management LLC | 17,339 | $906.7K | 0.13% | +888+5.4% | Added |
| North Star Investment Management Corp. | 17,344 | $906.9K | 0.06% | +21+0.1% | Added |
| Chicago Partners Investment Group LLC | 17,661 | $909.3K | 0.03% | +3,571+25.3% | Added |
| Cigna Investments Inc | 17,427 | $911.0K | 0.16% | −207−1.2% | Reduced |
| Drucker Wealth 3.0, LLC | 17,460 | $913.0K | 0.21% | −507−2.8% | Reduced |
| Cornerstone Select Advisors, LLC | 17,505 | $915.3K | 0.88% | +17,505 | New |
| Centennial Wealth Advisory LLC | 17,508 | $915.5K | 0.36% | +1,066+6.5% | Added |
| Atomi Financial Group, Inc. | 17,551 | $917.7K | 0.05% | +5,985+51.7% | Added |
| Mission Wealth Management, LP | 17,567 | $918.6K | 0.02% | +167+1.0% | Added |
| Centaurus Financial, Inc. | 17,577 | $919.0K | 0.06% | +1,882+12.0% | Added |
| Impact Partnership Wealth, LLC | 17,591 | $919.8K | 0.19% | +17,591 | New |
| Colonial Trust Co | 17,675 | $924.2K | 0.14% | −867−4.7% | Reduced |
| Brighton Jones LLC | 17,702 | $925.7K | 0.03% | +6,954+64.7% | Added |
| Winnow Wealth LLC | 17,933 | $926.6K | 0.92% | +17,933 | New |
| KC Investment Advisors, LLC | 17,839 | $932.8K | 0.37% | −1,188−6.2% | Reduced |
| James J. Burns & Company, LLC | 17,906 | $936.0K | 0.16% | +17,906 | New |
| Searle & Co. | 17,905 | $936.3K | 0.27% | +1,006+6.0% | Added |
| R.m.sincerbeaux Capital Management LLC | 17,932 | $937.7K | 0.56% | −667−3.6% | Reduced |
| Clarius Group, LLC | 17,982 | $940.3K | 0.06% | +327+1.9% | Added |
| Richard W. Paul & Associates, LLC | 18,004 | $941.4K | 0.34% | −195−1.1% | Reduced |
| Cortland Associates Inc | 18,046 | $944.0K | 0.11% | +315+1.8% | Added |
| Machina Capital S.A.S. | 18,073 | $945.0K | 0.40% | −23,780−56.8% | Reduced |
| Kanawha Capital Management LLC | 18,095 | $946.2K | 0.07% | −1,116−5.8% | Reduced |
| Avidian Wealth Solutions, LLC | 18,164 | $949.8K | 0.04% | +1,323+7.9% | Added |
| Sonora Investment Management Group, LLC | 18,212 | $952.3K | 0.07% | −1,143−5.9% | Reduced |
| Capital Advisors Inc | 18,236 | $953.6K | 0.02% | +1,288+7.6% | Added |
| LS Investment Advisors, LLC | 18,249 | $954.2K | 0.14% | +313+1.7% | Added |
| Clarity Financial LLC | 18,343 | $959.1K | 0.11% | −3,851−17.4% | Reduced |
| Citizens Financial Group Inc | 18,389 | $961.5K | 0.02% | −2,008−9.8% | Reduced |
| Independent Wealth Network Inc. | 18,421 | $963.2K | 0.39% | +449+2.5% | Added |
| Jaffetilchin Investment Partners, LLC | 18,466 | $965.6K | 0.07% | −5,384−22.6% | Reduced |
| Intrust Bank NA | 18,622 | $973.7K | 0.10% | +1,768+10.5% | Added |
| X-Square Capital, LLC | 18,619 | $974.0K | 0.40% | −178−0.9% | Reduced |
| BancorpSouth Bank | 18,690 | $977.3K | 0.07% | −1,612−7.9% | Reduced |
| Zhang Financial LLC | 18,717 | $978.7K | 0.06% | +263+1.4% | Added |
| Dudley Capital Management, LLC | 18,728 | $979.3K | 0.50% | +23+0.1% | Added |
| Michels Family Financial, LLC | 18,795 | $982.8K | 0.90% | +18,795 | New |
| Franklin Street Advisors Inc | 18,819 | $984.0K | 0.07% | −167−0.9% | Reduced |
| Lazari Capital Management, Inc. | 18,871 | $986.7K | 0.39% | +281+1.5% | Added |
| Widmann Financial Services, Inc. | 18,891 | $987.8K | 0.76% | +330+1.8% | Added |
| Colonial River Wealth Management, LLC | 18,899 | $988.2K | 0.48% | −1,870−9.0% | Reduced |
| Annex Advisory Services, LLC | 18,900 | $988.3K | 0.03% | +117+0.6% | Added |
| Wedmont Private Capital | 19,447 | $989.3K | 0.05% | +6,872+54.6% | Added |
| Retirement Guys Formula LLC | 18,990 | $993.0K | 0.50% | +3,061+19.2% | Added |
| KLCM Advisors, Inc. | 19,098 | $998.6K | 0.12% | +1,741+10.0% | Added |
| Westmount Partners, LLC | 19,098 | $998.7K | 0.30% | +24+0.1% | Added |
| Mork Capital Management, LLC | 19,100 | $998.7K | 0.66% | +19,100 | New |
| Smith, Moore & Co. | 19,103 | $998.9K | 0.09% | +452+2.4% | Added |