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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 98,096 | $5.13M | 0.30% | +10,287+11.7% | Added |
| Sowell Financial Services LLC | 98,194 | $5.13M | 0.27% | +1,441+1.5% | Added |
| RMB Capital Management, LLC | 98,324 | $5.14M | 0.12% | −330.0% | Reduced |
| Rbo & Co LLC | 99,473 | $5.20M | 0.85% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 100,000 | $5.23M | 1.08% | −39,075−28.1% | Reduced |
| Altrius Capital Management Inc | 100,132 | $5.24M | 1.41% | −1,533−1.5% | Reduced |
| Salomon & Ludwin, LLC | 100,204 | $5.24M | 0.56% | −277−0.3% | Reduced |
| CCM Investment Group, LLC | 101,229 | $5.27M | 0.57% | +101,229 | New |
| Boyer & Corporon Wealth Management, LLC | 101,281 | $5.30M | 1.89% | +101,281 | New |
| Woodline Partners LP | 101,781 | $5.32M | 0.04% | +101,781 | New |
| Hutner Capital Management Inc | 102,852 | $5.38M | 2.60% | +3,504+3.5% | Added |
| Ar Asset Management Inc | 103,051 | $5.39M | 1.22% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 103,968 | $5.44M | 0.03% | +2,998+3.0% | Added |
| Savant Capital, LLC | 104,107 | $5.44M | 0.04% | +3,484+3.5% | Added |
| Symphony Financial, Ltd. Co. | 106,159 | $5.45M | 0.86% | −34,490−24.5% | Reduced |
| Butensky & Cohen Financial Security, Inc | 104,388 | $5.46M | 1.72% | −1,904−1.8% | Reduced |
| Hartford Investment Management Co | 104,807 | $5.48M | 0.18% | −2,710−2.5% | Reduced |
| Nomura Holdings Inc | 104,950 | $5.49M | 0.03% | +75,979+262.3% | Added |
| Summit Trail Advisors, LLC | 104,440 | $5.57M | 0.21% | −2,791−2.6% | Reduced |
| Octavia Wealth Advisors, LLC | 104,623 | $5.58M | 0.68% | +5,885+6.0% | Added |
| Venture Visionary Partners LLC | 107,198 | $5.61M | 0.24% | +10,852+11.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 107,385 | $5.62M | 0.21% | +2,960+2.8% | Added |
| Eagle Global Advisors LLC | 107,716 | $5.63M | 0.23% | +92,012+585.9% | Added |
| BBR Partners, LLC | 107,791 | $5.64M | 0.39% | −2,293−2.1% | Reduced |
| NEOS Investment Management LLC | 108,383 | $5.67M | 0.13% | +26,033+31.6% | Added |
| CAPROCK Group, Inc. | 106,684 | $5.68M | 0.19% | +10,899+11.4% | Added |
| Shilanski & Associates, Inc. | 108,228 | $5.72M | 1.84% | +1,473+1.4% | Added |
| Atria Investments LLC | 109,565 | $5.73M | 0.07% | −1,716−1.5% | Reduced |
| Keystone Financial Planning, Inc. | 109,694 | $5.74M | 1.78% | −381−0.3% | Reduced |
| Man Group plc | 111,398 | $5.83M | 0.02% | −4,315−3.7% | Reduced |
| Tower Research Capital LLC (TRC) | 111,544 | $5.83M | 0.12% | +35,983+47.6% | Added |
| Gateway Investment Advisers LLC | 112,570 | $5.89M | 0.07% | −962−0.8% | Reduced |
| Central Trust Co | 112,967 | $5.91M | 0.14% | −20,041−15.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 114,434 | $5.98M | 0.02% | −62,055−35.2% | Reduced |
| Avantax Planning Partners, Inc. | 114,908 | $6.01M | 0.22% | +2,572+2.3% | Added |
| Sage Capital Advisors,llc | 116,167 | $6.07M | 1.58% | +1,989+1.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 117,026 | $6.12M | 2.28% | +4,146+3.7% | Added |
| Kentucky Retirement Systems | 117,250 | $6.13M | 0.18% | −1,615−1.4% | Reduced |
| Mutual Advisors, LLC | 119,969 | $6.14M | 0.18% | −10,149−7.8% | Reduced |
| Cedar Wealth Management, LLC | 117,624 | $6.15M | 2.22% | −13,635−10.4% | Reduced |
| Commonwealth Retirement Investments LLC | 117,809 | $6.16M | 2.54% | −583−0.5% | Reduced |
| Brookstone Capital Management | 117,971 | $6.17M | 0.09% | +5,231+4.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 117,345 | $6.22M | 0.07% | +36,067+44.4% | Added |
| Laurion Capital Management LP | 119,900 | $6.27M | 0.39% | −18,959−13.7% | Reduced |
| Stony Point Wealth Management Inc. | 120,018 | $6.28M | 2.49% | −5,790−4.6% | Reduced |
| Capital Management Corp | 122,681 | $6.41M | 1.15% | +1,885+1.6% | Added |
| Heritage Trust Co | 122,744 | $6.42M | 0.76% | +122,744 | New |
| Kennon-Green & Company, LLC | 123,415 | $6.45M | 5.58% | −695−0.6% | Reduced |
| Principal Street Partners, LLC | 123,448 | $6.46M | 1.27% | +1,331+1.1% | Added |
| Schwerin Boyle Capital Management Inc | 124,715 | $6.52M | 0.67% | 00.0% | Unchanged |
| KWMG, LLC | 125,199 | $6.55M | 0.67% | −1,911−1.5% | Reduced |
| CX Institutional | 125,488 | $6.56M | 0.26% | +22,506+21.9% | Added |
| Steward Partners Investment Advisory, LLC | 125,871 | $6.58M | 0.06% | +21,281+20.3% | Added |
| Brown Brothers Harriman & Co | 126,639 | $6.62M | 0.05% | +3,617+2.9% | Added |
| Keybank National Association | 127,817 | $6.68M | 0.03% | −4,826−3.6% | Reduced |
| Verition Fund Management LLC | 128,774 | $6.73M | 0.03% | +120,601+1,475.6% | Added |
| Inlet Private Wealth, LLC | 129,899 | $6.79M | 1.80% | −2,934−2.2% | Reduced |
| Synovus Financial Corp | 130,827 | $6.84M | 0.09% | −3,022−2.3% | Reduced |
| Newport Trust Co | 133,453 | $6.98M | 0.02% | −20,546−13.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 134,304 | $7.02M | 0.19% | +65,848+96.2% | Added |
| ARS Wealth Advisors Group, LLC | 134,984 | $7.06M | 0.97% | −564−0.4% | Reduced |
| First Manhattan Co | 119,739 | $7.10M | 0.02% | +7,936+7.1% | Added |
| MAI Capital Management | 135,814 | $7.10M | 0.05% | +42,310+45.2% | Added |
| Essential Planning, LLC. | 133,900 | $7.13M | 0.05% | +133,900 | New |
| RSM US Wealth Management LLC | 136,987 | $7.14M | 0.10% | +60,369+78.8% | Added |
| Jain Global LLC | 137,685 | $7.20M | 0.22% | +137,685 | New |
| First National Trust Co | 138,911 | $7.26M | 0.27% | +7,988+6.1% | Added |
| Bard Financial Services, Inc. | 140,222 | $7.33M | 0.88% | −6,125−4.2% | Reduced |
| KBC Group NV | 140,591 | $7.35M | 0.02% | +4,211+3.1% | Added |
| CIBC World Markets Inc. | 140,753 | $7.36M | 0.02% | −145,105−50.8% | Reduced |
| Snowden Capital Advisors LLC | 139,065 | $7.41M | 0.23% | −44,976−24.4% | Reduced |
| Brinker Capital Investments, LLC | 144,956 | $7.58M | 0.08% | +7,498+5.5% | Added |
| Orion Portfolio Solutions, LLC | 144,956 | $7.58M | 0.08% | +7,498+5.5% | Added |
| Oregon Public Employees Retirement Fund | 145,299 | $7.60M | 0.14% | −762−0.5% | Reduced |
| Windle Wealth, LLC | 146,239 | $7.65M | 4.23% | +1,059+0.7% | Added |
| Huntington National Bank | 146,749 | $7.67M | 0.05% | −5,870−3.8% | Reduced |
| Rafferty Asset Management, LLC | 147,109 | $7.69M | 0.03% | +15,411+11.7% | Added |
| Great Valley Advisor Group, Inc. | 147,236 | $7.70M | 0.17% | −4,536−3.0% | Reduced |
| Cresset Asset Management, LLC | 145,547 | $7.73M | 0.04% | −159,887−52.3% | Reduced |
| Fred Alger Management, LLC | 145,129 | $7.74M | 0.04% | +60,266+71.0% | Added |
| Yousif Capital Management, LLC | 149,818 | $7.83M | 0.09% | −7,209−4.6% | Reduced |
| Longfellow Investment Management Co LLC | 150,155 | $7.85M | 2.02% | +23,505+18.6% | Added |
| Quantinno Capital Management LP | 150,445 | $7.87M | 0.08% | +37,858+33.6% | Added |
| Stephens Inc | 150,714 | $7.88M | 0.11% | −2,415−1.6% | Reduced |
| Auxier Asset Management | 150,986 | $7.90M | 1.22% | −1,508−1.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 151,786 | $7.94M | 0.25% | −121,214−44.4% | Reduced |
| Clear Street Markets LLC | 154,400 | $8.07M | 3.01% | −59,600−27.9% | Reduced |
| Independent Advisor Alliance | 154,447 | $8.08M | 0.11% | +12,789+9.0% | Added |
| Viking Fund Management LLC | 155,250 | $8.12M | 1.26% | 00.0% | Unchanged |
| Change Path, LLC | 155,564 | $8.13M | 0.25% | +33,724+27.7% | Added |
| Northern Oak Wealth Management Inc | 156,802 | $8.20M | 1.04% | −12,635−7.5% | Reduced |
| Ritholtz Wealth Management | 157,014 | $8.21M | 0.24% | +7,089+4.7% | Added |
| Kingsview Wealth Management, LLC | 158,111 | $8.27M | 0.16% | +25,192+19.0% | Added |
| Old National Bancorp | 158,633 | $8.29M | 0.20% | −14,006−8.1% | Reduced |
| Two Sigma Investments, LP | 159,949 | $8.36M | 0.02% | −851,827−84.2% | Reduced |
| Glenmede Trust Co NA | 160,606 | $8.40M | 0.04% | −12,573−7.3% | Reduced |
| Mizuho Securities USA LLC | 160,630 | $8.40M | 0.15% | +49,990+45.2% | Added |
| AlTi Global, Inc. | 162,347 | $8.47M | 0.20% | −17,668−9.8% | Reduced |
| Tectonic Advisors LLC | 163,357 | $8.54M | 0.56% | +16,051+10.9% | Added |
| Steel Peak Wealth Management LLC | 162,559 | $8.66M | 0.36% | −23,352−12.6% | Reduced |