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
- 2,173
- +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
- 843 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 |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 1,200 | $62.7K | 0.02% | −121−9.2% | Reduced |
| Activest Wealth Management | 1,201 | $62.8K | 0.02% | +8+0.7% | Added |
| West Branch Capital LLC | 1,206 | $63.1K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,208 | $63.2K | 0.06% | +1,208 | New |
| Colonial Trust Advisors | 1,210 | $63.3K | 0.01% | +89+7.9% | Added |
| Rosenberg Matthew Hamilton | 1,247 | $65.2K | 0.02% | +279+28.8% | Added |
| Community Bank, N.A. | 1,250 | $65.4K | 0.01% | −345−21.6% | Reduced |
| Birchbrook, Inc. | 1,250 | $65.4K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 1,300 | $68.0K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,300 | $68.0K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,300 | $68.0K | 0.00% | +1,300 | New |
| Wood Tarver Financial Group, LLC | 1,314 | $68.0K | 0.02% | +1,314 | New |
| Granite FO LLC | 1,302 | $68.1K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,307 | $68.3K | 0.02% | +23+1.8% | Added |
| Cornerstone Planning Group LLC | 1,280 | $68.4K | 0.02% | +60+4.9% | Added |
| Canton Hathaway, LLC | 1,340 | $70.0K | 0.02% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,350 | $70.6K | 0.01% | +1,350 | New |
| Wingate Wealth Advisors, Inc. | 1,350 | $70.6K | 0.07% | +1,350 | New |
| Atticus Wealth Management, LLC | 1,379 | $72.1K | 0.02% | +8+0.6% | Added |
| Itau Unibanco Holding S.A. | 1,408 | $73.6K | 0.00% | +993+239.3% | Added |
| Crewe Advisors LLC | 1,410 | $73.7K | 0.01% | +8+0.6% | Added |
| Vermillion Wealth Management, Inc. | 1,418 | $74.1K | 0.04% | +1,418 | New |
| Walleye Capital LLC | 1,423 | $74.4K | 0.00% | −17,251−92.4% | Reduced |
| United Community Bank | 1,450 | $75.8K | 0.03% | −117−7.5% | Reduced |
| Perkins Coie Trust Co | 1,460 | $76.3K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,465 | $76.6K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,468 | $76.8K | 0.02% | +200+15.8% | Added |
| Hemington Wealth Management | 1,477 | $77.0K | 0.02% | +112+8.2% | Added |
| Bell Investment Advisors, Inc | 1,495 | $78.2K | 0.01% | +63+4.4% | Added |
| Peoples Bank | 1,501 | $78.5K | 0.05% | +60+4.2% | Added |
| Rialto Wealth Management, LLC | 1,515 | $79.2K | 0.03% | +1,515 | New |
| Quent Capital, LLC | 1,523 | $79.6K | 0.01% | +263+20.9% | Added |
| Kozak & Associates, Inc. | 1,509 | $80.2K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,535 | $80.3K | 0.03% | +25+1.7% | Added |
| Evermay Wealth Management LLC | 1,517 | $80.9K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,547 | $80.9K | 0.01% | −517−25.0% | Reduced |
| Westend Capital Management, LLC | 1,564 | $81.8K | 0.02% | +898+134.8% | Added |
| S.A. Mason LLC | 1,565 | $81.8K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,570 | $82.1K | 0.03% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,590 | $83.1K | 0.06% | +1,590 | New |
| Hoese & Co LLP | 1,600 | $83.7K | 0.07% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,600 | $83.7K | 0.00% | +100+6.7% | Added |
| Pacific Center for Financial Services | 1,602 | $83.8K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,608 | $84.1K | 0.02% | +14+0.9% | Added |
| Castleview Partners, LLC | 1,674 | $87.9K | 0.05% | +5+0.3% | Added |
| Mizuho Bank, Ltd. | 1,700 | $88.9K | 0.02% | −200−10.5% | Reduced |
| New England Capital Financial Advisors LLC | 1,707 | $89.3K | 0.04% | +32+1.9% | Added |
| Plante Moran Financial Advisors, LLC | 1,787 | $93.5K | 0.01% | −80−4.3% | Reduced |
| Fourth Dimension Wealth, LLC | 1,828 | $95.6K | 0.05% | +1,828 | New |
| Glass Jacobson Investment Advisors llc | 1,828 | $95.6K | 0.03% | +5+0.3% | Added |
| Proffitt & Goodson Inc | 1,829 | $95.6K | 0.02% | +85+4.9% | Added |
| Lavaca Capital LLC | 1,922 | $100.5K | 0.04% | +1,922 | New |
| DiNuzzo Private Wealth, Inc. | 1,953 | $102.1K | 0.01% | −2−0.1% | Reduced |
| Security National Bank | 1,957 | $102.3K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,979 | $103.5K | 0.03% | +29+1.5% | Added |
| Avion Wealth | 1,998 | $104.0K | 0.03% | +41+2.1% | Added |
| ESL Trust Services, LLC | 2,000 | $104.6K | 0.02% | +900+81.8% | Added |
| Winch Advisory Services, LLC | 2,053 | $107.4K | 0.03% | +92+4.7% | Added |
| Parvin Asset Management, LLC | 2,065 | $108.0K | 0.12% | +2,065 | New |
| Burkett Financial Services, LLC | 2,077 | $108.6K | 0.04% | −302−12.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,081 | $108.8K | 0.06% | −371−15.1% | Reduced |
| Oarsman Capital, Inc. | 2,095 | $109.5K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,100 | $109.8K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 2,100 | $109.8K | 0.07% | +800+61.5% | Added |
| Thompson Investment Management, Inc. | 2,113 | $110.5K | 0.02% | +349+19.8% | Added |
| Stonebridge Financial Group, LLC | 2,148 | $112.3K | 0.01% | +2,148 | New |
| Motco | 2,159 | $112.9K | 0.01% | −130−5.7% | Reduced |
| McIlrath & Eck, LLC | 2,186 | $114.3K | 0.01% | +441+25.3% | Added |
| Gen-Wealth Partners Inc | 2,189 | $114.5K | 0.05% | −213−8.9% | Reduced |
| Kentucky Trust Co | 2,200 | $115.0K | 0.07% | +2,200 | New |
| Ossiam | 2,234 | $116.8K | 0.00% | −18,169−89.1% | Reduced |
| Bank of New Hampshire | 2,320 | $121.3K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,383 | $122.0K | 0.11% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,355 | $123.1K | 0.03% | −31−1.3% | Reduced |
| Acropolis Investment Management, LLC | 2,387 | $124.8K | 0.01% | +2,387 | New |
| Field & Main Bank | 2,400 | $125.5K | 0.04% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 2,406 | $125.8K | 0.08% | +500+26.2% | Added |
| Cary Street Partner Investment Advisory LLC | 2,409 | $126.0K | 0.08% | −40,331−94.4% | Reduced |
| Crews Bank & Trust | 2,425 | $126.8K | 0.02% | +2,425 | New |
| Resources Management Corp | 2,420 | $127.0K | 0.02% | −300−11.0% | Reduced |
| Sugar Maple Asset Management, LLC | 2,434 | $127.3K | 0.10% | +2,434 | New |
| BOK Financial Private Wealth, Inc. | 2,400 | $127.9K | 0.01% | −600−20.0% | Reduced |
| Park Place Capital Corp | 2,482 | $129.8K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,485 | $130.0K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 2,461 | $130.2K | 0.05% | +16+0.7% | Added |
| RE Dickinson Investment Advisors, LLC | 2,520 | $131.8K | 0.07% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,539 | $132.8K | 0.01% | −41−1.6% | Reduced |
| Aventura Private Wealth, LLC | 2,566 | $134.2K | 0.07% | +2,566 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,573 | $134.6K | 0.05% | +45+1.8% | Added |
| Paradigm Asset Management Co LLC | 2,600 | $136.0K | 0.04% | −22,300−89.6% | Reduced |
| NCP Inc. | 2,600 | $136.0K | 0.07% | −100−3.7% | Reduced |
| West Oak Capital, LLC | 2,740 | $143.3K | 0.05% | 00.0% | Unchanged |
| Albion Financial Group | 2,760 | $144.3K | 0.01% | +871+46.1% | Added |
| Cherry Tree Wealth Management, LLC | 2,767 | $144.7K | 0.04% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,779 | $145.3K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 2,813 | $147.1K | 0.02% | −700−19.9% | Reduced |
| Pittenger & Anderson Inc | 2,817 | $147.3K | 0.01% | +17+0.6% | Added |
| JFS Wealth Advisors, LLC | 2,835 | $148.2K | 0.01% | −114−3.9% | Reduced |
| Financially Speaking Inc | 2,850 | $149.0K | 0.10% | +2,850 | New |
| Cypress Capital Management LLC (WY) | 2,900 | $151.6K | 0.17% | 00.0% | Unchanged |