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 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 25,439 | $1.33M | 0.36% | −1,339−5.0% | Reduced |
| Congress Wealth Management LLC | 25,568 | $1.34M | 0.02% | +748+3.0% | Added |
| Berkshire Asset Management LLC | 25,843 | $1.35M | 0.06% | +223+0.9% | Added |
| Keynote Financial Services LLC | 25,737 | $1.35M | 1.03% | −547−2.1% | Reduced |
| Rehmann Capital Advisory Group | 25,896 | $1.35M | 0.09% | +499+2.0% | Added |
| Cascade Investment Group, Inc. | 25,934 | $1.36M | 0.97% | −175−0.7% | Reduced |
| Vise Technologies, Inc. | 25,997 | $1.36M | 0.11% | +3,173+13.9% | Added |
| Griffin Asset Management, Inc. | 26,030 | $1.36M | 0.16% | −765−2.9% | Reduced |
| Left Brain Wealth Management, LLC | 26,042 | $1.36M | 0.51% | −734−2.7% | Reduced |
| Narwhal Capital Management | 26,045 | $1.36M | 0.12% | −20−0.1% | Reduced |
| RoundAngle Advisors LLC | 26,050 | $1.36M | 1.30% | +26,050 | New |
| Focus Financial Network, Inc. | 26,056 | $1.36M | 0.05% | +2,405+10.2% | Added |
| Jacobi Capital Management LLC | 26,167 | $1.37M | 0.10% | +3,306+14.5% | Added |
| Radnor Capital Management, LLC | 26,196 | $1.37M | 0.23% | −300−1.1% | Reduced |
| Brady Martz Wealth Solutions, LLC | 26,683 | $1.37M | 0.33% | +26,683 | New |
| Harbor Capital Advisors, Inc. | 26,253 | $1.37M | 0.06% | +589+2.3% | Added |
| Vista Investment Partners LLC | 26,360 | $1.38M | 0.43% | −2,386−8.3% | Reduced |
| American Century Companies Inc | 26,692 | $1.40M | 0.00% | −16,984−38.9% | Reduced |
| Keudell/Morrison Wealth Management | 26,738 | $1.40M | 0.36% | −128−0.5% | Reduced |
| United Advisor Group, LLC | 26,739 | $1.40M | 0.28% | −821−3.0% | Reduced |
| Taylor Hoffman Capital Management LLC | 26,812 | $1.40M | 0.51% | −525−1.9% | Reduced |
| Corps Capital Advisors, LLC | 26,875 | $1.41M | 1.43% | +26,875 | New |
| Hohimer Wealth Management, LLC | 27,018 | $1.41M | 0.27% | 00.0% | Unchanged |
| Madden Securities Corp | 27,156 | $1.42M | 0.57% | +2,249+9.0% | Added |
| Schonfeld Strategic Advisors LLC | 27,280 | $1.43M | 0.01% | +6,051+28.5% | Added |
| Moneta Group Investment Advisors LLC | 27,296 | $1.43M | 0.02% | +7,831+40.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,317 | $1.43M | 0.01% | 00.0% | Unchanged |
| North Star Asset Management Inc | 27,350 | $1.43M | 0.06% | −250−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 27,459 | $1.44M | 0.07% | −4,006−12.7% | Reduced |
| Delta Capital Management LLC | 27,460 | $1.44M | 0.82% | −210−0.8% | Reduced |
| Aviance Capital Partners, LLC | 27,621 | $1.44M | 0.20% | −12,741−31.6% | Reduced |
| F/M Investments LLC | 27,691 | $1.45M | 0.05% | +4,421+19.0% | Added |
| Simplex Trading, LLC | 27,915 | $1.46M | 0.04% | +27,915 | New |
| Terry L. Blaker | 27,983 | $1.46M | 0.06% | +10,058+56.1% | Added |
| Applied Capital LLC | 28,012 | $1.46M | 1.15% | −135−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 28,068 | $1.47M | 0.12% | −2,460−8.1% | Reduced |
| Silverlake Wealth Management LLC | 28,176 | $1.47M | 0.57% | −151−0.5% | Reduced |
| HF Advisory Group, LLC | 28,486 | $1.49M | 0.68% | −431−1.5% | Reduced |
| Donoghue Forlines LLC | 28,668 | $1.50M | 0.50% | +28,668 | New |
| Cornercap Investment Counsel Inc | 28,669 | $1.50M | 0.48% | −1,122−3.8% | Reduced |
| First Hawaiian Bank | 28,799 | $1.51M | 0.05% | −1,625−5.3% | Reduced |
| Collar Capital Management, LLC | 28,806 | $1.51M | 1.25% | +28,806 | New |
| Spire Wealth Management | 28,817 | $1.51M | 0.05% | +5,490+23.5% | Added |
| Delta Financial Group, Inc. | 28,820 | $1.51M | 0.35% | −242−0.8% | Reduced |
| GWN Securities Inc. | 29,096 | $1.52M | 0.41% | +29,096 | New |
| International Assets Investment Management, LLC | 104,676 | $1.52M | 0.13% | +104,676 | New |
| Atom Investors LP | 29,131 | $1.52M | 0.19% | −4,538−13.5% | Reduced |
| Exencial Wealth Advisors, LLC | 29,266 | $1.53M | 0.06% | −20−0.1% | Reduced |
| First City Capital Management, Inc. | 29,436 | $1.54M | 0.82% | +889+3.1% | Added |
| Western Wealth Management, LLC | 29,482 | $1.54M | 0.08% | −463−1.5% | Reduced |
| Means Investment Co., Inc. | 29,501 | $1.54M | 0.16% | −263−0.9% | Reduced |
| Horizon Investments, LLC | 29,610 | $1.55M | 0.04% | +865+3.0% | Added |
| Paradigm Capital Management, LLC | 29,718 | $1.55M | 1.45% | +2,060+7.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 27,506 | $1.56M | 0.00% | −61−0.2% | Reduced |
| Marino, Stram & Associates LLC | 29,873 | $1.56M | 0.35% | +279+0.9% | Added |
| Centiva Capital, LP | 29,934 | $1.57M | 0.06% | −25,673−46.2% | Reduced |
| TriaGen Wealth Management LLC | 29,951 | $1.57M | 0.53% | +29,951 | New |
| CenterBook Partners LP | 29,971 | $1.57M | 0.09% | +17,215+135.0% | Added |
| Shoker Investment Counsel, Inc. | 29,991 | $1.57M | 0.53% | +1,280+4.5% | Added |
| CSS LLC | 30,000 | $1.57M | 0.09% | +6,800+29.3% | Added |
| Ferguson Wellman Capital Management, Inc | 30,000 | $1.57M | 0.03% | −4,942−14.1% | Reduced |
| Caldwell Trust Co | 30,030 | $1.57M | 0.16% | −450−1.5% | Reduced |
| Daymark Wealth Partners, LLC | 30,110 | $1.57M | 0.07% | +282+0.9% | Added |
| Thoroughbred Financial Services, LLC | 30,430 | $1.59M | 0.10% | −559−1.8% | Reduced |
| Shell Asset Management Co | 30,535 | $1.60M | 0.07% | −971−3.1% | Reduced |
| Wetherby Asset Management Inc | 30,569 | $1.60M | 0.08% | −1,015−3.2% | Reduced |
| GAMMA Investing LLC | 30,588 | $1.60M | 0.14% | +1,932+6.7% | Added |
| Ethic Inc. | 30,632 | $1.60M | 0.03% | +13,991+84.1% | Added |
| Focused Wealth Management, Inc | 30,633 | $1.60M | 0.22% | +3,126+11.4% | Added |
| Botty Investors LLC | 30,117 | $1.61M | 0.53% | 00.0% | Unchanged |
| Brandywine Trust Co | 30,814 | $1.61M | 0.25% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 30,896 | $1.62M | 1.35% | −9,322−23.2% | Reduced |
| Integrated Advisors Network LLC | 31,069 | $1.62M | 0.08% | −374−1.2% | Reduced |
| Cullinan Associates Inc | 31,427 | $1.64M | 0.11% | −750−2.3% | Reduced |
| Lynch & Associates | 31,427 | $1.64M | 0.36% | +1,914+6.5% | Added |
| Bradley Foster & Sargent Inc | 31,535 | $1.65M | 0.03% | −75−0.2% | Reduced |
| OmniStar Financial Group, Inc. | 31,558 | $1.65M | 1.33% | −226−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 31,559 | $1.65M | 0.22% | +895+2.9% | Added |
| Norden Group LLC | 31,594 | $1.65M | 0.19% | +4,582+17.0% | Added |
| Oak Thistle LLC | 31,892 | $1.67M | 0.50% | +2,379+8.1% | Added |
| Kavar Capital Partners Group, LLC | 31,935 | $1.67M | 0.28% | 00.0% | Unchanged |
| WFA Asset Management Corp | 32,016 | $1.67M | 0.91% | +3,421+12.0% | Added |
| one8zero8, LLC | 32,169 | $1.68M | 0.36% | +32,169 | New |
| Nicholas Hoffman & Company, LLC. | 32,212 | $1.68M | 0.07% | +30+0.1% | Added |
| Signaturefd, LLC | 32,244 | $1.69M | 0.03% | +2,912+9.9% | Added |
| King Luther Capital Management Corp | 32,372 | $1.69M | 0.01% | +224+0.7% | Added |
| Poehling Capital Management, LLC | 32,388 | $1.69M | 0.42% | −404−1.2% | Reduced |
| WP Advisors, LLC | 32,422 | $1.70M | 0.56% | +629+2.0% | Added |
| Bogart Wealth, LLC | 32,610 | $1.71M | 0.08% | +119+0.4% | Added |
| IFP Advisors, Inc | 32,727 | $1.71M | 0.06% | +2,823+9.4% | Added |
| Inceptionr LLC | 32,779 | $1.71M | 0.38% | +32,779 | New |
| Beverly Hills Private Wealth, LLC | 32,888 | $1.72M | 0.35% | −961−2.8% | Reduced |
| SageView Advisory Group, LLC | 33,005 | $1.73M | 0.07% | +230+0.7% | Added |
| Castlekeep Investment Advisors LLC | 33,008 | $1.73M | 1.21% | +33,008 | New |
| Salem Investment Counselors Inc | 32,408 | $1.73M | 0.06% | −667−2.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 33,081 | $1.73M | 0.03% | +637+2.0% | Added |
| Graham Capital Management, L.P. | 33,313 | $1.74M | 0.05% | +33,313 | New |
| Moloney Securities Asset Management, LLC | 33,645 | $1.76M | 0.24% | −605−1.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 34,144 | $1.79M | 0.23% | +170.0% | Added |
| Farther Finance Advisors, LLC | 34,193 | $1.79M | 0.06% | −4,765−12.2% | Reduced |