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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 45,930 | $2.40M | 0.30% | −393−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 45,214 | $2.41M | 0.09% | +9,789+27.6% | Added |
| HM Payson & Co | 46,122 | $2.41M | 0.04% | −1,452−3.1% | Reduced |
| Aua Capital Management, LLC | 46,409 | $2.43M | 1.56% | −45,960−49.8% | Reduced |
| Hunter Associates Investment Management LLC | 46,758 | $2.44M | 0.37% | +54+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 46,388 | $2.45M | 0.16% | −23,286−33.4% | Reduced |
| Ostrum Asset Management | 46,909 | $2.45M | 0.21% | −1,926−3.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 46,968 | $2.46M | 0.09% | +2,427+5.4% | Added |
| FNY Investment Advisers, LLC | 47,000 | $2.46M | 1.28% | −135,500−74.2% | Reduced |
| Stonegate Investment Group, LLC | 47,104 | $2.46M | 0.07% | +209+0.4% | Added |
| Thrive Capital Management, LLC | 47,255 | $2.47M | 1.13% | +8,634+22.4% | Added |
| IHT Wealth Management, LLC | 47,339 | $2.48M | 0.08% | +5,307+12.6% | Added |
| Wealthcare Advisory Partners LLC | 47,365 | $2.48M | 0.07% | −1,015−2.1% | Reduced |
| Associated Banc-Corp | 47,433 | $2.48M | 0.07% | +841+1.8% | Added |
| Investment Management Corp of Ontario | 47,496 | $2.48M | 0.08% | −9,600−16.8% | Reduced |
| Ieq Capital, LLC | 47,597 | $2.49M | 0.02% | −27,608−36.7% | Reduced |
| Metis Global Partners, LLC | 47,599 | $2.49M | 0.08% | +2,508+5.6% | Added |
| Bollard Group LLC | 47,761 | $2.50M | 0.07% | +423+0.9% | Added |
| Trust Co of Virginia | 47,795 | $2.50M | 0.23% | −1,176−2.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 47,879 | $2.50M | 0.49% | +935+2.0% | Added |
| Personal Cfo Solutions, LLC | 48,210 | $2.52M | 0.50% | −1,756−3.5% | Reduced |
| Generali Asset Management SPA SGR | 48,253 | $2.52M | 0.06% | +48,253 | New |
| LGT Fund Management Co Ltd. | 48,337 | $2.53M | 0.22% | +48,337 | New |
| Promethium Advisors,llc | 47,459 | $2.53M | 1.73% | +6,274+15.2% | Added |
| Benjamin Edwards Inc | 48,400 | $2.53M | 0.04% | −2,366−4.7% | Reduced |
| NewEdge Wealth, LLC | 48,515 | $2.54M | 0.04% | +1,221+2.6% | Added |
| Pinnacle Associates Ltd | 48,884 | $2.56M | 0.03% | −5,607−10.3% | Reduced |
| Confluence Wealth Services, Inc. | 50,196 | $2.57M | 0.17% | +411+0.8% | Added |
| Sage Advisors, LLC | 49,207 | $2.57M | 1.92% | +49,207 | New |
| Parthenon LLC | 49,327 | $2.58M | 0.31% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 49,601 | $2.59M | 1.30% | +1,584+3.3% | Added |
| Financial Partners Group, LLC | 49,968 | $2.61M | 1.09% | −429−0.9% | Reduced |
| VELA Investment Management, LLC | 50,093 | $2.62M | 0.90% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50,540 | $2.64M | 0.08% | +1,112+2.2% | Added |
| Pitcairn Co | 50,641 | $2.65M | 0.16% | +3,196+6.7% | Added |
| SeaCrest Wealth Management, LLC | 50,691 | $2.65M | 0.28% | +6,060+13.6% | Added |
| Asset Planning,Inc | 50,782 | $2.66M | 2.02% | +50,782 | New |
| Allstate Corp | 50,961 | $2.66M | 0.08% | +50,961 | New |
| Carnegie Capital Asset Management, LLC | 50,997 | $2.67M | 0.08% | +165+0.3% | Added |
| Cohen Klingenstein LLC | 51,203 | $2.68M | 0.09% | −245−0.5% | Reduced |
| Contrarius Group Holdings Ltd | 51,251 | $2.68M | 0.16% | +51,251 | New |
| Leelyn Smith, LLC | 51,359 | $2.69M | 0.48% | −752−1.4% | Reduced |
| RKL Wealth Management LLC | 51,437 | $2.69M | 0.24% | +47,418+1,179.8% | Added |
| Perigon Wealth Management, LLC | 52,771 | $2.70M | 0.07% | +24,615+87.4% | Added |
| Formidable Asset Management, LLC | 51,748 | $2.71M | 0.44% | −18,194−26.0% | Reduced |
| Diversified Trust Co | 51,856 | $2.71M | 0.07% | +39,465+318.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 70,826 | $2.72M | 0.47% | +20,309+40.2% | Added |
| Cornerstone Wealth Management, LLC | 52,344 | $2.74M | 0.18% | +4,932+10.4% | Added |
| Verus Financial Partners, Inc. | 54,172 | $2.76M | 0.31% | +20.0% | Added |
| Pekin Hardy Strauss, Inc. | 52,915 | $2.77M | 0.35% | +3,733+7.6% | Added |
| Valley National Advisers Inc | 53,389 | $2.79M | 0.50% | −7,497−12.3% | Reduced |
| Resources Investment Advisors, LLC. | 53,718 | $2.81M | 0.03% | −1,667−3.0% | Reduced |
| MONECO Advisors, LLC | 53,884 | $2.82M | 0.30% | +780+1.5% | Added |
| Independence Bank of Kentucky | 53,892 | $2.82M | 0.43% | +9,882+22.5% | Added |
| Baldwin Brothers Inc | 54,366 | $2.84M | 0.20% | −3,557−6.1% | Reduced |
| Verus Capital Partners, LLC | 54,341 | $2.85M | 0.27% | +2,249+4.3% | Added |
| Lowe Brockenbrough & Co Inc | 53,519 | $2.85M | 0.18% | −1,316−2.4% | Reduced |
| Argent Trust Co | 54,616 | $2.86M | 0.12% | −281−0.5% | Reduced |
| Csenge Advisory Group | 54,684 | $2.86M | 0.16% | +12,320+29.1% | Added |
| Strategy Asset Managers LLC | 54,866 | $2.87M | 0.56% | −220.0% | Reduced |
| Hilltop Holdings Inc. | 54,868 | $2.87M | 0.18% | +1,700+3.2% | Added |
| Mesirow Financial Investment Management, Inc. | 55,455 | $2.90M | 0.06% | +3,614+7.0% | Added |
| Clearstead Advisors, LLC | 56,104 | $2.94M | 0.04% | −2,397−4.1% | Reduced |
| Haverford Trust Co | 56,190 | $2.94M | 0.03% | −2,257−3.9% | Reduced |
| Strategic Investment Advisors | 56,290 | $2.94M | 0.31% | −160.0% | Reduced |
| Sapient Capital LLC | 55,303 | $2.95M | 0.06% | −19,237−25.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 56,436 | $2.95M | 0.65% | +3,234+6.1% | Added |
| Prosperitas Financial LLC | 56,938 | $2.98M | 1.51% | +4,916+9.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 57,127 | $2.99M | 0.01% | −4,405−7.2% | Reduced |
| Krilogy Financial LLC | 57,150 | $2.99M | 0.20% | −24,823−30.3% | Reduced |
| Alta Capital Management LLC | 57,216 | $2.99M | 0.18% | +3,855+7.2% | Added |
| Dana Investment Advisors, Inc. | 58,110 | $3.04M | 0.10% | −1,420−2.4% | Reduced |
| Mechanics Bank Trust Department | 58,368 | $3.05M | 0.41% | −300−0.5% | Reduced |
| Buckingham Strategic Partners | 58,564 | $3.06M | 0.05% | +31,647+117.6% | Added |
| Ridgepath Capital Management LLC | 58,609 | $3.06M | 1.41% | −267−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 58,801 | $3.07M | 0.04% | +1,244+2.2% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 58,890 | $3.08M | 2.30% | +54+0.1% | Added |
| Sagespring Wealth Partners, LLC | 59,108 | $3.09M | 0.08% | +59,108 | New |
| United Capital Financial Advisers, LLC | 59,207 | $3.10M | 0.03% | +377+0.6% | Added |
| Peapack Gladstone Financial Corp | 59,414 | $3.11M | 0.05% | −4,292−6.7% | Reduced |
| Groupama Asset Managment | 59,708 | $3.11M | 0.06% | +704+1.2% | Added |
| HBW Advisory Services LLC | 60,504 | $3.16M | 0.47% | +1,059+1.8% | Added |
| Bellecapital International Ltd. | 60,578 | $3.17M | 0.56% | +26,147+75.9% | Added |
| Marcum Wealth, LLC | 60,763 | $3.18M | 0.28% | +3,969+7.0% | Added |
| Bridges Investment Management Inc | 61,342 | $3.21M | 0.04% | −114−0.2% | Reduced |
| FineMark National Bank & Trust | 61,405 | $3.21M | 0.11% | −1,037−1.7% | Reduced |
| Tiaa Trust, National Association | 61,816 | $3.23M | 0.01% | +292+0.5% | Added |
| Texas Yale Capital Corp. | 61,973 | $3.24M | 0.13% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 64,044 | $3.26M | 0.18% | −1,205−1.8% | Reduced |
| National Asset Management, Inc. | 61,229 | $3.26M | 0.11% | −3,366−5.2% | Reduced |
| KPP Advisory Services LLC | 62,573 | $3.27M | 0.77% | +2,662+4.4% | Added |
| Wealthspire Advisors, LLC | 62,592 | $3.27M | 0.03% | +3,370+5.7% | Added |
| Capital Square, LLC | 62,954 | $3.28M | 1.86% | +3,908+6.6% | Added |
| Horizon Kinetics Asset Management LLC | 63,197 | $3.30M | 0.04% | −470−0.7% | Reduced |
| PFG Investments, LLC | 63,507 | $3.32M | 0.21% | +2,305+3.8% | Added |
| Glenview Trust Co | 63,903 | $3.34M | 0.06% | −6,156−8.8% | Reduced |
| Alaska Permanent Fund Corp | 63,927 | $3.34M | 0.05% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 63,975 | $3.35M | 0.01% | −3,035−4.5% | Reduced |
| Bokf, NA | 65,797 | $3.35M | 0.06% | +2,802+4.4% | Added |
| Belpointe Asset Management LLC | 62,260 | $3.35M | 0.20% | −6,424−9.4% | Reduced |