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 |
|---|---|---|---|---|---|
| Stegent Equity Advisors, Inc. | 19,145 | $1.00M | 1.02% | +5,477+40.1% | Added |
| Williams Jones Wealth Management, LLC. | 19,317 | $1.01M | 0.01% | +2,018+11.7% | Added |
| Redhawk Wealth Advisors, Inc. | 19,327 | $1.01M | 0.14% | +6,368+49.1% | Added |
| DGS Capital Management, LLC | 19,378 | $1.01M | 0.25% | +2,225+13.0% | Added |
| Fifth Third Wealth Advisors LLC | 19,420 | $1.02M | 0.06% | +5,416+38.7% | Added |
| Cidel Asset Management Inc | 19,750 | $1.03M | 0.07% | −610−3.0% | Reduced |
| Rossmore Private Capital | 19,804 | $1.04M | 0.13% | 00.0% | Unchanged |
| Leonteq Securities AG | 19,824 | $1.04M | 0.10% | −6,385−24.4% | Reduced |
| Mainstay Capital Management LLC | 19,840 | $1.04M | 0.16% | +3,411+20.8% | Added |
| Financial Counselors Inc | 19,859 | $1.04M | 0.02% | +87+0.4% | Added |
| Excalibur Management Corp | 19,907 | $1.04M | 0.41% | −410−2.0% | Reduced |
| ORG Partners LLC | 19,892 | $1.04M | 0.14% | +627+3.3% | Added |
| WealthCare Investment Partners, LLC | 19,913 | $1.05M | 0.46% | +400+2.0% | Added |
| First Nebraska Trust Co | 20,011 | $1.05M | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20,013 | $1.05M | 0.09% | −1,280−6.0% | Reduced |
| Spreng Capital Management, Inc. | 20,069 | $1.05M | 0.46% | −44−0.2% | Reduced |
| Burns J W & Co Inc | 20,156 | $1.05M | 0.13% | −1,000−4.7% | Reduced |
| Sharpepoint LLC | 20,158 | $1.05M | 0.95% | +20,158 | New |
| Charter Research & Investment Group, Inc. | 20,192 | $1.06M | 0.80% | 00.0% | Unchanged |
| Sandy Spring Bank | 20,250 | $1.06M | 0.04% | −222−1.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 20,412 | $1.07M | 0.09% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 20,439 | $1.07M | 0.02% | −620−2.9% | Reduced |
| TCG Advisory Services, LLC | 20,510 | $1.07M | 0.05% | +3,452+20.2% | Added |
| Profund Advisors LLC | 20,615 | $1.08M | 0.04% | −4,574−18.2% | Reduced |
| Quest Partners LLC | 20,630 | $1.08M | 0.14% | −27,911−57.5% | Reduced |
| Beacon Financial Advisory LLC | 20,732 | $1.08M | 0.35% | −370−1.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 20,731 | $1.08M | 0.16% | +84+0.4% | Added |
| Arete Wealth Advisors, LLC | 20,821 | $1.09M | 0.08% | +1,948+10.3% | Added |
| Hexagon Capital Partners LLC | 20,790 | $1.09M | 0.20% | −858−4.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.09M | 0.26% | 00.0% | Unchanged |
| Chelsea Counsel Co | 20,460 | $1.09M | 0.56% | +160+0.8% | Added |
| Aurdan Capital Management, LLC | 20,906 | $1.09M | 0.42% | +20,906 | New |
| Counterpoint Mutual Funds LLC | 20,945 | $1.10M | 0.14% | +20,945 | New |
| Crestwood Advisors Group LLC | 20,972 | $1.10M | 0.02% | +1,565+8.1% | Added |
| Dodge & Cox | 21,000 | $1.10M | 0.00% | 00.0% | Unchanged |
| Park National Corp | 21,040 | $1.10M | 0.04% | −1,990−8.6% | Reduced |
| Finer Wealth Management, Inc. | 21,063 | $1.10M | 0.63% | −83−0.4% | Reduced |
| Quilter Plc | 21,118 | $1.10M | 0.02% | −182−0.9% | Reduced |
| ICW Investment Advisors LLC | 21,205 | $1.11M | 0.46% | +998+4.9% | Added |
| HCR Wealth Advisors | 21,228 | $1.11M | 0.14% | +37+0.2% | Added |
| Phil A. Younker & Associates, Ltd. | 21,282 | $1.11M | 1.11% | +21,282 | New |
| Exeter Financial, LLC | 21,380 | $1.12M | 0.51% | +1,221+6.1% | Added |
| Ballentine Partners, LLC | 21,416 | $1.12M | 0.02% | +5,317+33.0% | Added |
| Edgestream Partners, L.P. | 21,462 | $1.12M | 0.05% | +21,462 | New |
| Forum Financial Management, LP | 21,546 | $1.13M | 0.02% | +5,449+33.9% | Added |
| Qtron Investments LLC | 21,601 | $1.13M | 0.16% | 00.0% | Unchanged |
| Center For Asset Management LLC | 21,684 | $1.13M | 0.73% | +119+0.6% | Added |
| Key Client Fiduciary Advisors, LLC | 21,707 | $1.14M | 0.51% | −89−0.4% | Reduced |
| Private Portfolio Partners LLC | 21,717 | $1.14M | 0.21% | +205+1.0% | Added |
| FRG Family Wealth Advisors LLC | 21,867 | $1.14M | 0.21% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 22,025 | $1.15M | 0.15% | −2,532−10.3% | Reduced |
| Larson Financial Group LLC | 22,082 | $1.15M | 0.06% | +2,437+12.4% | Added |
| First Horizon Advisors, Inc. | 22,101 | $1.16M | 0.03% | −2,085−8.6% | Reduced |
| Semmax Financial Advisors Inc. | 21,554 | $1.16M | 0.31% | +518+2.5% | Added |
| Leisure Capital Management | 22,122 | $1.16M | 0.45% | −169−0.8% | Reduced |
| Close Asset Management Ltd | 22,118 | $1.16M | 0.03% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 22,169 | $1.16M | 0.02% | −12−0.1% | Reduced |
| One Capital Management, LLC | 22,240 | $1.16M | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 22,248 | $1.16M | 0.01% | +787+3.7% | Added |
| Burke & Herbert Bank & Trust Co | 22,310 | $1.17M | 0.28% | −175−0.8% | Reduced |
| Morningstar Investment Management LLC | 22,341 | $1.17M | 0.09% | 00.0% | Unchanged |
| Welch & Forbes LLC | 22,462 | $1.17M | 0.02% | +1,217+5.7% | Added |
| Gray Wealth Management Inc. | 22,464 | $1.17M | 0.45% | +607+2.8% | Added |
| Kingswood Wealth Advisors, LLC | 22,537 | $1.18M | 0.09% | −4,619−17.0% | Reduced |
| Traynor Capital Management, Inc. | 22,589 | $1.18M | 0.09% | −390−1.7% | Reduced |
| Fulton Bank, N.A. | 22,596 | $1.18M | 0.05% | −6,699−22.9% | Reduced |
| Harvest Fund Management Co., Ltd | 22,720 | $1.19M | 0.06% | +20,142+781.3% | Added |
| Newbridge Financial Services Group, Inc. | 22,800 | $1.19M | 0.31% | +11,820+107.7% | Added |
| Pettyjohn, Wood & White, Inc | 22,847 | $1.19M | 0.22% | +8,930+64.2% | Added |
| Fiduciary Trust Co | 22,888 | $1.20M | 0.02% | −300−1.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 22,968 | $1.20M | 0.07% | +22,968 | New |
| Precedent Wealth Partners, LLC | 22,970 | $1.20M | 0.39% | −331−1.4% | Reduced |
| Rothschild Investment LLC | 23,071 | $1.21M | 0.08% | +186+0.8% | Added |
| Simplicity Wealth,LLC | 23,100 | $1.21M | 0.25% | −1,049−4.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 23,121 | $1.21M | 0.19% | +23,121 | New |
| Kovack Advisors, Inc. | 23,224 | $1.21M | 0.12% | −3,202−12.1% | Reduced |
| Viewpoint Capital Management LLC | 23,281 | $1.22M | 0.64% | +3,746+19.2% | Added |
| Lee Danner & Bass Inc | 23,415 | $1.22M | 0.10% | +335+1.5% | Added |
| Plan Group Financial, LLC | 23,436 | $1.23M | 0.65% | +2,213+10.4% | Added |
| Morningstar Investment Services LLC | 23,444 | $1.23M | 0.11% | −189,824−89.0% | Reduced |
| VeraBank, N.A. | 23,456 | $1.23M | 0.35% | −50−0.2% | Reduced |
| Moody National Bank Trust Division | 23,598 | $1.23M | 0.13% | −1,009−4.1% | Reduced |
| Flagship Harbor Advisors, LLC | 23,600 | $1.23M | 0.06% | −614−2.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 23,662 | $1.24M | 0.26% | −920−3.7% | Reduced |
| First Foundation Advisors | 23,732 | $1.24M | 0.05% | −3,312−12.2% | Reduced |
| Leavell Investment Management, Inc. | 23,501 | $1.25M | 0.06% | +379+1.6% | Added |
| Smartleaf Asset Management LLC | 24,088 | $1.25M | 0.13% | +3,236+15.5% | Added |
| Wealth Alliance Advisory Group, LLC | 23,998 | $1.25M | 0.27% | −593−2.4% | Reduced |
| Certified Advisory Corp | 24,297 | $1.27M | 0.14% | −348−1.4% | Reduced |
| Clear Creek Financial Management, LLC | 24,304 | $1.27M | 0.14% | +1,392+6.1% | Added |
| Federated Hermes, Inc. | 24,606 | $1.29M | 0.00% | −7,787−24.0% | Reduced |
| Alpha Cubed Investments, LLC | 24,759 | $1.29M | 0.06% | +510+2.1% | Added |
| Manning & Napier Advisors LLC | 25,000 | $1.31M | 0.01% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 25,018 | $1.31M | 0.17% | +25,018 | New |
| HBK Sorce Advisory LLC | 25,019 | $1.31M | 0.04% | −544−2.1% | Reduced |
| Eisler Capital Management Ltd. | 24,940 | $1.31M | 0.04% | +24,940 | New |
| Logan Capital Management Inc | 25,219 | $1.32M | 0.06% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 25,260 | $1.32M | 1.56% | −500−1.9% | Reduced |
| Ignite Planners, LLC | 24,866 | $1.32M | 0.29% | +2,169+9.6% | Added |
| Berkeley Capital Partners, LLC | 25,275 | $1.32M | 0.37% | −2,712−9.7% | Reduced |