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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 4,195 | $219.4K | 0.01% | +4,195 | New |
| Clayton Financial Group LLC | 4,196 | $219.4K | 0.08% | +160+4.0% | Added |
| Becker Capital Management Inc | 4,118 | $219.5K | 0.01% | 00.0% | Unchanged |
| Axim Planning & Wealth | 4,200 | $219.6K | 0.23% | +4+0.1% | Added |
| Blue Chip Partners, Inc. | 4,223 | $220.8K | 0.02% | −2,131−33.5% | Reduced |
| Forza Wealth Management, LLC | 4,238 | $221.6K | 0.10% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 4,240 | $221.7K | 0.11% | −10−0.2% | Reduced |
| SC&H Financial Advisors, Inc. | 4,251 | $222.3K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,254 | $222.4K | 0.06% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 4,372 | $223.1K | 0.03% | −1,502−25.6% | Reduced |
| Jmac Enterprises LLC | 4,277 | $223.6K | 0.04% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 4,217 | $224.8K | 0.07% | +4,217 | New |
| Naviter Wealth, LLC | 4,219 | $224.9K | 0.03% | +4,219 | New |
| South Plains Financial, Inc. | 4,305 | $225.1K | 0.17% | +4,305 | New |
| Litman Gregory Asset Management LLC | 4,307 | $225.2K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 4,305 | $225.9K | 0.06% | +470+12.3% | Added |
| Hodges Capital Management Inc. | 4,315 | $226.0K | 0.01% | +4,315 | New |
| Northeast Investment Management | 4,330 | $226.4K | 0.01% | 00.0% | Unchanged |
| River Street Advisors LLC | 4,339 | $226.9K | 0.12% | −500−10.3% | Reduced |
| Orca Wealth Management, LLC | 4,339 | $226.9K | 0.20% | +4,339 | New |
| Detalus Advisors, LLC | 4,348 | $227.4K | 0.07% | 00.0% | Unchanged |
| Insight Advisors, LLC | 4,373 | $227.8K | 0.04% | +9+0.2% | Added |
| Garde Capital, Inc. | 4,369 | $228.0K | 0.02% | 00.0% | Unchanged |
| Marex Group plc | 4,366 | $228.3K | 0.00% | +4,366 | New |
| Nicolet Bankshares Inc | 4,374 | $228.7K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 4,379 | $229.0K | 0.11% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4,390 | $229.6K | 0.10% | −100−2.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,393 | $229.7K | 0.05% | −500−10.2% | Reduced |
| LongView Wealth Management | 4,398 | $230.0K | 0.07% | −8−0.2% | Reduced |
| Baxter Bros Inc | 4,400 | $230.1K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 4,402 | $230.2K | 0.12% | +200+4.8% | Added |
| Rockline Wealth Management, LLC | 4,403 | $230.2K | 0.06% | +300+7.3% | Added |
| Nemes Rush Group LLC | 4,412 | $230.7K | 0.03% | +3,763+579.8% | Added |
| Apella Capital, LLC | 4,412 | $230.7K | 0.01% | −158−3.5% | Reduced |
| Allie Family Office LLC | 4,415 | $230.9K | 0.13% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 4,416 | $230.9K | 0.04% | +4,416 | New |
| Penserra Capital Management LLC | 4,436 | $231.0K | 0.00% | +4,292+2,980.6% | Added |
| Alexander Labrunerie & Co., Inc. | 4,423 | $231.3K | 0.10% | +22+0.5% | Added |
| Family Firm, Inc. | 4,435 | $231.9K | 0.05% | +10.0% | Added |
| Frisch Financial Group, Inc. | 4,441 | $232.0K | 0.07% | −112−2.5% | Reduced |
| Abacus Planning Group, Inc. | 4,445 | $232.4K | 0.04% | +6+0.1% | Added |
| Claris Financial LLC | 4,449 | $232.7K | 0.15% | +4,449 | New |
| Ingalls & Snyder LLC | 4,454 | $233.0K | 0.01% | −262−5.6% | Reduced |
| Financial Advocates Investment Management | 4,458 | $233.1K | 0.01% | +367+9.0% | Added |
| United Bank | 4,467 | $233.6K | 0.10% | +4,467 | New |
| Paces Ferry Wealth Advisors, LLC | 4,481 | $234.3K | 0.11% | −214−4.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,612 | $234.5K | 0.11% | +44+1.0% | Added |
| Element Wealth, LLC | 4,495 | $235.0K | 0.12% | −103−2.2% | Reduced |
| Maxele Advisors, LLC | 4,502 | $235.4K | 0.22% | +4,502 | New |
| Dearborn Partners LLC | 4,515 | $236.1K | 0.01% | +500+12.5% | Added |
| Onefund, LLC | 4,517 | $236.2K | 0.23% | +36+0.8% | Added |
| Fortitude Advisory Group L.L.C. | 4,532 | $237.0K | 0.14% | −728−13.8% | Reduced |
| HTLF Bank | 4,533 | $237.0K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,534 | $237.1K | 0.04% | +53+1.2% | Added |
| DF Dent & Co Inc | 4,536 | $237.2K | 0.00% | −26−0.6% | Reduced |
| NTV Asset Management LLC | 4,545 | $237.7K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,549 | $237.9K | 0.07% | 00.0% | Unchanged |
| Berkshire Bank | 4,550 | $237.9K | 0.06% | −300−6.2% | Reduced |
| Elmwood Wealth Management, Inc. | 4,550 | $237.9K | 0.10% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,569 | $238.9K | 0.06% | +128+2.9% | Added |
| Next Capital Management LLC | 4,576 | $239.3K | 0.10% | −773−14.5% | Reduced |
| Clearwater Capital Advisors, LLC | 4,579 | $239.4K | 0.02% | −993−17.8% | Reduced |
| Truvestments Capital LLC | 4,581 | $239.5K | 0.06% | +190+4.3% | Added |
| Balboa Wealth Partners | 4,583 | $239.7K | 0.05% | −78−1.7% | Reduced |
| Xcel Wealth Management, LLC | 4,584 | $239.7K | 0.07% | +16+0.4% | Added |
| Quest 10 Wealth Builders, Inc. | 4,586 | $239.8K | 0.24% | +4,586 | New |
| Laurel Wealth Advisors LLC | 4,592 | $240.1K | 0.04% | +200+4.6% | Added |
| Weaver Consulting Group | 4,597 | $240.4K | 0.07% | −57−1.2% | Reduced |
| Invst, LLC | 4,599 | $240.5K | 0.03% | +327+7.7% | Added |
| Monetary Management Group Inc | 4,600 | $240.5K | 0.06% | 00.0% | Unchanged |
| Coastline Trust Co | 4,600 | $240.5K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,600 | $240.5K | 0.02% | −123−2.6% | Reduced |
| Journey Advisory Group, LLC | 5,287 | $240.8K | 0.03% | 00.0% | Unchanged |
| Patten Group, Inc. | 4,608 | $240.9K | 0.05% | +213+4.8% | Added |
| Banco Santander, S.A. | 4,617 | $241.4K | 0.00% | −182,025−97.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 4,631 | $242.2K | 0.05% | +14+0.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,633 | $242.3K | 0.08% | −190−3.9% | Reduced |
| Greenline Partners, LLC | 4,635 | $242.4K | 0.03% | +448+10.7% | Added |
| Clear Harbor Asset Management, LLC | 4,640 | $242.6K | 0.02% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 4,652 | $243.3K | 0.06% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 4,653 | $243.3K | 0.19% | −284−5.8% | Reduced |
| Longboard Asset Management, LP | 4,667 | $244.0K | 0.65% | +4,667 | New |
| Trustco Bank Corp N Y | 4,673 | $244.4K | 0.26% | −999−17.6% | Reduced |
| Richardson Financial Services Inc. | 4,700 | $244.8K | 0.17% | −135−2.8% | Reduced |
| Austin Private Wealth, LLC | 4,686 | $245.1K | 0.02% | +4,686 | New |
| Hills Bank & Trust Co | 4,697 | $245.6K | 0.02% | 00.0% | Unchanged |
| Somerset Trust Co | 4,710 | $246.3K | 0.09% | +4,710 | New |
| Traphagen Investment Advisors LLC | 4,710 | $246.3K | 0.03% | −63−1.3% | Reduced |
| TRUE Private Wealth Advisors | 4,711 | $246.3K | 0.03% | 00.0% | Unchanged |
| Finward Bancorp | 4,718 | $246.7K | 0.21% | +4,718 | New |
| Country Club Bank | 4,740 | $246.9K | 0.02% | +150+3.3% | Added |
| St Germain D J Co Inc | 4,723 | $247.0K | 0.01% | +1,042+28.3% | Added |
| Webster Bank, N. A. | 4,725 | $247.1K | 0.03% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 4,731 | $247.4K | 0.00% | +4,731 | New |
| Angeles Investment Advisors, LLC | 4,739 | $247.8K | 0.01% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,745 | $248.1K | 0.13% | +271+6.1% | Added |
| MJP Associates Inc | 4,777 | $249.8K | 0.04% | +274+6.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 4,797 | $250.9K | 0.07% | −53,353−91.8% | Reduced |
| Atlas Wealth Partners, LLC | 4,768 | $251.0K | 0.32% | −200−4.0% | Reduced |
| Atwood & Palmer Inc | 4,808 | $251.4K | 0.02% | 00.0% | Unchanged |