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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 64,086 | $3.35M | 0.71% | −1,500−2.3% | Reduced |
| WBI Investments | 64,505 | $3.37M | 0.84% | −148−0.2% | Reduced |
| Bessemer Group Inc | 64,649 | $3.38M | 0.01% | −2,277−3.4% | Reduced |
| Entropy Technologies, LP | 64,770 | $3.39M | 0.35% | +64,770 | New |
| 3Chopt Investment Partners, LLC | 63,779 | $3.40M | 1.17% | −244−0.4% | Reduced |
| Hancock Whitney Corp | 65,105 | $3.40M | 0.11% | +4,275+7.0% | Added |
| Cypress Capital Group | 65,216 | $3.41M | 0.42% | −7,622−10.5% | Reduced |
| Accurate Wealth Management, LLC | 67,241 | $3.42M | 0.66% | −10,317−13.3% | Reduced |
| Empirical Finance, LLC | 65,802 | $3.44M | 0.20% | +11,019+20.1% | Added |
| Stokes Family Office, LLC | 66,136 | $3.46M | 0.37% | +2,948+4.7% | Added |
| Aviva PLC | 66,270 | $3.47M | 0.01% | −172−0.3% | Reduced |
| Redwood Investment Management, LLC | 66,276 | $3.47M | 0.34% | +27,480+70.8% | Added |
| Founders Financial Alliance, LLC | 66,717 | $3.49M | 0.96% | +599+0.9% | Added |
| Clark Estates Inc | 67,060 | $3.51M | 0.68% | −8,090−10.8% | Reduced |
| Frank, Rimerman Advisors LLC | 67,331 | $3.52M | 0.26% | +6,484+10.7% | Added |
| Regions Financial Corp | 67,444 | $3.53M | 0.03% | −17,680−20.8% | Reduced |
| Verdence Capital Advisors LLC | 67,548 | $3.53M | 0.28% | −8,745−11.5% | Reduced |
| Sigma Planning Corp | 67,813 | $3.55M | 0.11% | −8,388−11.0% | Reduced |
| Torray LLC | 69,054 | $3.61M | 0.52% | −178−0.3% | Reduced |
| Fernwood Investment Management, LLC | 69,357 | $3.63M | 1.26% | −536−0.8% | Reduced |
| GLOBALT Investments LLC | 70,335 | $3.68M | 0.14% | −855−1.2% | Reduced |
| Agf Management Ltd | 70,790 | $3.70M | 0.02% | +44,779+172.2% | Added |
| CoreCap Advisors, LLC | 71,002 | $3.71M | 0.17% | +10,173+16.7% | Added |
| Slagle Financial, LLC | 71,330 | $3.73M | 1.68% | +5,104+7.7% | Added |
| Dynamic Advisor Solutions LLC | 71,595 | $3.74M | 0.16% | +191+0.3% | Added |
| LVW Advisors, LLC | 71,771 | $3.75M | 0.46% | −1,722−2.3% | Reduced |
| Fisher Asset Management, LLC | 71,875 | $3.76M | 0.00% | +9,520+15.3% | Added |
| Community Bank & Trust, Waco, Texas | 71,946 | $3.76M | 0.87% | +3,128+4.5% | Added |
| Park Avenue Securities LLC | 72,499 | $3.79M | 0.04% | +9,456+15.0% | Added |
| Fifth Third Bancorp | 72,557 | $3.79M | 0.01% | −2,518−3.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 73,132 | $3.82M | 0.26% | +4,488+6.5% | Added |
| Freestone Capital Holdings, LLC | 73,429 | $3.84M | 0.13% | +572+0.8% | Added |
| Denali Advisors LLC | 73,610 | $3.85M | 0.40% | +73,610 | New |
| Sound View Wealth Advisors Group, LLC | 74,058 | $3.87M | 0.31% | +505+0.7% | Added |
| Stock Yards Bank & Trust Co | 74,415 | $3.89M | 0.13% | −8,030−9.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 75,155 | $3.93M | 0.14% | −2,200−2.8% | Reduced |
| Mayflower Financial Advisors, LLC | 75,440 | $3.94M | 0.59% | +8,166+12.1% | Added |
| HighPoint Advisor Group LLC | 73,255 | $3.94M | 0.21% | −16,531−18.4% | Reduced |
| Sequoia Financial Advisors, LLC | 75,720 | $3.96M | 0.04% | +33,457+79.2% | Added |
| Global Retirement Partners, LLC | 75,988 | $3.97M | 0.11% | −36,250−32.3% | Reduced |
| Janus Henderson Group PLC | 76,099 | $3.98M | 0.00% | +3,883+5.4% | Added |
| Highland Capital Management, LLC | 76,496 | $4.00M | 0.23% | −1,517−1.9% | Reduced |
| Waterloo Capital, L.P. | 77,677 | $4.06M | 0.43% | +2,884+3.9% | Added |
| Federation des caisses Desjardins du Quebec | 77,907 | $4.07M | 0.02% | +6,713+9.4% | Added |
| Norinchukin Bank, The | 78,767 | $4.12M | 0.09% | +7,252+10.1% | Added |
| Whittier Trust Co of Nevada Inc | 78,817 | $4.12M | 0.10% | −1,491−1.9% | Reduced |
| Tyler-Stone Wealth Management | 78,986 | $4.13M | 0.73% | +6,282+8.6% | Added |
| Investmark Advisory Group LLC | 80,051 | $4.19M | 2.05% | +2,346+3.0% | Added |
| Merit Financial Group, LLC | 80,197 | $4.19M | 0.08% | +6,114+8.3% | Added |
| Hollencrest Capital Management | 80,313 | $4.20M | 0.17% | +2,878+3.7% | Added |
| EP Wealth Advisors, LLC | 80,315 | $4.20M | 0.03% | −804−1.0% | Reduced |
| Hantz Financial Services, Inc. | 81,216 | $4.25M | 0.07% | −2,928−3.5% | Reduced |
| Prospera Financial Services Inc | 81,282 | $4.25M | 0.10% | +2,133+2.7% | Added |
| New Mexico Educational Retirement Board | 81,395 | $4.26M | 0.14% | −2,600−3.1% | Reduced |
| First Citizens Bank & Trust Co | 81,708 | $4.27M | 0.08% | −67,106−45.1% | Reduced |
| Johnson Investment Counsel Inc | 81,721 | $4.27M | 0.04% | +1,412+1.8% | Added |
| Arkadios Wealth Advisors | 82,334 | $4.31M | 0.23% | +158+0.2% | Added |
| CFM Wealth Partners LLC | 82,341 | $4.31M | 0.73% | +470+0.6% | Added |
| Cornerstone Advisors, LLC | 83,100 | $4.35M | 0.17% | +2,300+2.8% | Added |
| Principal Securities, Inc. | 83,134 | $4.35M | 0.10% | +12,839+18.3% | Added |
| Good Life Advisors, LLC | 83,270 | $4.35M | 0.32% | −1,375−1.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 83,897 | $4.39M | 0.38% | +220+0.3% | Added |
| Sunbelt Securities, Inc. | 84,826 | $4.42M | 0.39% | +18,448+27.8% | Added |
| MainStreet Investment Advisors LLC | 84,735 | $4.43M | 0.62% | −1,681−1.9% | Reduced |
| DoubleLine ETF Adviser LP | 85,105 | $4.45M | 1.20% | +2,184+2.6% | Added |
| TownSquare Capital, LLC | 85,803 | $4.49M | 0.05% | +11,214+15.0% | Added |
| Park Circle Co | 86,050 | $4.50M | 4.09% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 86,393 | $4.52M | 0.05% | +4,652+5.7% | Added |
| Coston, McIsaac & Partners | 86,713 | $4.53M | 1.34% | −11,402−11.6% | Reduced |
| Baugh & Associates, LLC | 89,550 | $4.53M | 2.35% | −20.0% | Reduced |
| Concurrent Investment Advisors, LLC | 86,942 | $4.55M | 0.12% | +3,036+3.6% | Added |
| Howard Capital Management Inc. | 87,911 | $4.60M | 0.07% | +1,488+1.7% | Added |
| Ascent Group, LLC | 88,186 | $4.61M | 0.35% | +3,282+3.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 88,237 | $4.61M | 0.21% | +5,949+7.2% | Added |
| Level Four Advisory Services, LLC | 88,272 | $4.62M | 0.19% | −3,475−3.8% | Reduced |
| Tyche Wealth Partners LLC | 88,471 | $4.63M | 0.98% | −1,706−1.9% | Reduced |
| Scotia Capital Inc. | 89,035 | $4.66M | 0.02% | −7,335−7.6% | Reduced |
| Meyer Handelman Co | 89,132 | $4.66M | 0.16% | −3,350−3.6% | Reduced |
| LVM Capital Management Ltd | 89,414 | $4.67M | 0.50% | −3,591−3.9% | Reduced |
| Heritage Wealth Advisors | 89,556 | $4.68M | 0.23% | −1,356−1.5% | Reduced |
| Cornerstone Wealth Group, LLC | 90,126 | $4.71M | 0.39% | +2,431+2.8% | Added |
| Bryn Mawr Trust Co | 90,168 | $4.71M | 0.08% | +407+0.5% | Added |
| Maryland State Retirement & Pension System | 90,864 | $4.75M | 0.10% | −8,258−8.3% | Reduced |
| Securian Asset Management, Inc | 91,088 | $4.76M | 0.14% | −3,279−3.5% | Reduced |
| Louisiana State Employees Retirement System | 91,200 | $4.77M | 0.09% | −4,900−5.1% | Reduced |
| Financial Sense Advisors, Inc. | 91,624 | $4.79M | 1.61% | +31,146+51.5% | Added |
| Massmutual Trust Co FSB | 91,765 | $4.80M | 0.13% | +2,948+3.3% | Added |
| iA Global Asset Management Inc. | 92,651 | $4.84M | 0.08% | −110−0.1% | Reduced |
| Grassi Investment Management | 92,786 | $4.85M | 0.41% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 92,801 | $4.85M | 0.06% | +4,701+5.3% | Added |
| Beacon Financial Group | 93,027 | $4.86M | 0.52% | −902−1.0% | Reduced |
| Edmp, Inc. | 93,058 | $4.87M | 4.62% | +411+0.4% | Added |
| Premier Fund Managers Ltd | 95,000 | $4.95M | 0.18% | +95,000 | New |
| Whittier Trust Co | 94,807 | $4.96M | 0.07% | +336+0.4% | Added |
| Allworth Financial LP | 97,963 | $4.98M | 0.03% | +46,670+91.0% | Added |
| Convergence Investment Partners, LLC | 95,244 | $4.98M | 1.11% | +17,985+23.3% | Added |
| Financial Security Advisor, Inc. | 96,296 | $5.04M | 1.28% | +4,389+4.8% | Added |
| Algert Global LLC | 96,405 | $5.04M | 0.12% | +96,405 | New |
| Equitable Holdings, Inc. | 96,785 | $5.06M | 0.05% | +150.0% | Added |
| Apollon Wealth Management, LLC | 97,164 | $5.08M | 0.12% | +12,307+14.5% | Added |