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 |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 2,900 | $152.0K | 0.07% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2,931 | $153.3K | 0.07% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,932 | $153.3K | 0.03% | +850+40.8% | Added |
| Versant Capital Management, Inc | 2,941 | $153.8K | 0.03% | +354+13.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,912 | $155.2K | 0.04% | +126+4.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $156.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 3,015 | $157.7K | 0.04% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,048 | $159.4K | 0.14% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,050 | $159.5K | 0.05% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,159 | $165.0K | 0.16% | −274−8.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,171 | $165.9K | 0.03% | +1,011+46.8% | Added |
| Park Square Financial Group, LLC | 3,176 | $166.1K | 0.11% | +3,176 | New |
| Ethos Financial Group, LLC | 3,145 | $168.1K | 0.02% | +3,145 | New |
| First Command Advisory Services, Inc. | 3,238 | $169.3K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 3,260 | $170.5K | 0.14% | −200−5.8% | Reduced |
| Eagle Bay Advisors LLC | 3,212 | $171.2K | 0.11% | 00.0% | Unchanged |
| CNB Bank | 3,329 | $174.1K | 0.08% | +1,062+46.8% | Added |
| PFS Partners, LLC | 3,349 | $175.1K | 0.10% | +17+0.5% | Added |
| Investment Research & Advisory Group, Inc. | 3,369 | $176.2K | 0.07% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3,396 | $177.6K | 0.10% | +9+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,400 | $178.0K | 0.07% | −150−4.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,412 | $178.4K | 0.03% | +80+2.4% | Added |
| Atala Financial Inc | 3,440 | $179.9K | 0.13% | +3,440 | New |
| Acima Private Wealth, LLC | 3,452 | $180.5K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 3,479 | $181.9K | 0.02% | −506−12.7% | Reduced |
| Cromwell Holdings LLC | 3,464 | $184.7K | 0.11% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,547 | $185.5K | 0.16% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,566 | $186.0K | 0.16% | −3,136−46.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 3,500 | $186.6K | 0.01% | −95−2.6% | Reduced |
| Gulf International Bank (UK) Ltd | 3,583 | $187.0K | 0.00% | −1,514−29.7% | Reduced |
| Adirondack Trust Co | 3,580 | $187.2K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,640 | $190.0K | 0.02% | +170+4.9% | Added |
| Union Savings Bank | 3,637 | $190.2K | 0.09% | −53−1.4% | Reduced |
| Bellevue Asset Management, LLC | 3,649 | $190.8K | 0.10% | +7+0.2% | Added |
| Westside Investment Management, Inc. | 3,650 | $190.9K | 0.04% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 3,651 | $190.9K | 0.32% | +3,651 | New |
| MB, Levis & Associates, LLC | 3,727 | $194.9K | 0.10% | +53+1.4% | Added |
| Y.D. More Investments Ltd | 3,741 | $195.6K | 0.02% | −276−6.9% | Reduced |
| Front Row Advisors LLC | 3,808 | $199.1K | 0.07% | −542−12.5% | Reduced |
| Strategic Investment Solutions, Inc. | 4,134 | $200.1K | 0.07% | −59−1.4% | Reduced |
| JSF Financial, LLC | 3,830 | $200.3K | 0.05% | −1,114−22.5% | Reduced |
| Tritonpoint Wealth, LLC | 3,758 | $200.3K | 0.02% | +3,758 | New |
| Keb Asset Management, LLC | 3,833 | $200.4K | 0.06% | +3,833 | New |
| Vertex Planning Partners, LLC | 3,835 | $200.5K | 0.04% | +3,835 | New |
| First Heartland Consultants, Inc. | 3,836 | $200.6K | 0.02% | +3,836 | New |
| Huntleigh Advisors, Inc. | 3,839 | $200.8K | 0.04% | +3,839 | New |
| Grant Private Wealth Management Inc | 3,862 | $201.9K | 0.22% | +3,862 | New |
| Bluesphere Advisors, LLC | 3,867 | $202.2K | 0.10% | +3,867 | New |
| Fearless Solutions, LLC dba Best Invest | 3,875 | $202.6K | 0.15% | +3,875 | New |
| Compass Capital Corp | 3,879 | $202.8K | 0.08% | +3,879 | New |
| BostonPremier Wealth LLC | 3,893 | $203.6K | 0.12% | +3,893 | New |
| Baron Wealth Management LLC | 3,894 | $203.6K | 0.10% | −96−2.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,899 | $203.9K | 0.03% | +3,899 | New |
| Blue Bell Private Wealth Management, LLC | 3,899 | $203.9K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,904 | $204.1K | 0.01% | −211−5.1% | Reduced |
| Roman Butler Fullerton & Co | 3,828 | $204.6K | 0.06% | −284−6.9% | Reduced |
| Florida Financial Advisors, LLC | 3,915 | $204.7K | 0.09% | +3,915 | New |
| Vantage Financial Partners, LLC | 3,923 | $205.1K | 0.05% | −741−15.9% | Reduced |
| Caitlin John, LLC | 3,935 | $205.8K | 0.14% | −200−4.8% | Reduced |
| IAM Advisory, LLC | 3,937 | $205.9K | 0.05% | +8+0.2% | Added |
| Anchor Pointe Wealth Management, LLC | 3,954 | $205.9K | 0.27% | +3,954 | New |
| Keating Investment Counselors Inc | 3,947 | $206.4K | 0.06% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,959 | $207.0K | 0.12% | 00.0% | Unchanged |
| Aries Wealth Management | 3,970 | $207.6K | 0.06% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 3,970 | $207.6K | 0.02% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 3,970 | $207.6K | 0.27% | +3,970 | New |
| American Capital Advisory, LLC | 3,972 | $207.7K | 0.12% | +140+3.7% | Added |
| Cito Capital Group, LLC | 3,900 | $208.0K | 0.08% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 3,986 | $208.4K | 0.20% | +3,986 | New |
| First Wilshire Securities Management Inc | 4,000 | $209.0K | 0.06% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 4,000 | $209.2K | 0.11% | +4,000 | New |
| Wedge Capital Management L L P | 4,002 | $209.3K | 0.00% | +76+1.9% | Added |
| W Advisors, LLC | 4,005 | $209.4K | 0.13% | +22+0.6% | Added |
| Quarry LP | 4,016 | $210.0K | 0.04% | +448+12.6% | Added |
| Intergy Private Wealth, LLC | 4,017 | $210.0K | 0.08% | +4,017 | New |
| Triangle Securities Wealth Management | 4,018 | $210.1K | 0.05% | −85−2.1% | Reduced |
| BIP Wealth, LLC | 4,028 | $210.6K | 0.01% | +4,028 | New |
| Medallion Wealth Advisors, LLC | 3,933 | $211.0K | 0.10% | +3,933 | New |
| Crew Capital Management, Ltd. | 4,037 | $211.1K | 0.17% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 4,047 | $211.6K | 0.01% | +4,047 | New |
| Van Hulzen Asset Management, LLC | 4,055 | $212.0K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 4,058 | $212.2K | 0.16% | +300+8.0% | Added |
| Stockman Wealth Management, Inc. | 4,081 | $213.4K | 0.03% | −260−6.0% | Reduced |
| Thompson David Blair | 4,103 | $214.5K | 0.16% | +4,103 | New |
| Fortem Financial Group, LLC | 4,105 | $214.6K | 0.08% | +48+1.2% | Added |
| Novem Group | 4,108 | $214.8K | 0.03% | +4,108 | New |
| Dominguez Wealth Management Solutions, Inc. | 4,111 | $214.9K | 0.16% | +22+0.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 4,116 | $215.2K | 0.06% | +4,116 | New |
| Roundview Capital LLC | 4,124 | $215.6K | 0.02% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 4,128 | $215.8K | 0.13% | +4,128 | New |
| RiverFront Investment Group, LLC | 4,129 | $215.9K | 0.00% | +4,129 | New |
| Signal Advisors Wealth, LLC | 4,036 | $216.1K | 0.02% | −1,153−22.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,037 | $216.5K | 0.02% | +4,037 | New |
| FSA Advisors, Inc. | 4,143 | $216.6K | 0.26% | −1,453−26.0% | Reduced |
| Horizon Wealth Management, LLC | 4,151 | $217.0K | 0.04% | +9+0.2% | Added |
| Diversify Wealth Management, LLC | 4,280 | $217.7K | 0.02% | +4,280 | New |
| Alteri Wealth LLC | 4,170 | $218.1K | 0.06% | +4,170 | New |
| Uhlmann Price Securities, LLC | 4,184 | $218.8K | 0.17% | +27+0.6% | Added |
| Novus Advisors, LLC | 4,187 | $219.0K | 0.22% | +4,187 | New |
| Hoge Financial Services, LLC | 4,187 | $219.0K | 0.16% | +108+2.6% | Added |