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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 4,810 | $251.5K | 0.09% | +100+2.1% | Added |
| Broderick Brian C | 4,822 | $252.1K | 0.05% | 00.0% | Unchanged |
| Elios Financial Group Inc. | 4,824 | $252.2K | 0.12% | +4,824 | New |
| Compton Financial Group, LLC | 4,828 | $252.5K | 0.08% | −726−13.1% | Reduced |
| Beckerman Institutional, LLC | 4,841 | $253.0K | 0.20% | 00.0% | Unchanged |
| JB Capital LLC | 4,845 | $253.3K | 0.01% | −168−3.4% | Reduced |
| Midwest Heritage Bank, FSB | 4,852 | $253.7K | 0.12% | +9+0.2% | Added |
| Northwest Wealth Management, LLC | 4,853 | $253.8K | 0.05% | +47+1.0% | Added |
| TT Capital Management LLC | 4,957 | $254.0K | 0.20% | +4,957 | New |
| Sonata Capital Group Inc | 4,864 | $254.0K | 0.11% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 4,870 | $254.7K | 0.14% | +4,870 | New |
| Capital Investment Counsel, Inc | 4,884 | $255.4K | 0.04% | −307−5.9% | Reduced |
| Yacktman Asset Management LP | 4,900 | $256.2K | 0.00% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 4,900 | $256.2K | 0.38% | +4,900 | New |
| Lakeridge Wealth Management LLC | 4,900 | $256.2K | 0.13% | −126−2.5% | Reduced |
| Wheelhouse Advisory Group LLC | 4,917 | $257.2K | 0.15% | +39+0.8% | Added |
| William Allan, LLC | 4,940 | $258.3K | 0.16% | +204+4.3% | Added |
| Beacon Capital Management, LLC | 4,955 | $259.1K | 0.03% | +37+0.8% | Added |
| Toth Financial Advisory Corp | 4,967 | $259.7K | 0.03% | −35−0.7% | Reduced |
| Institute for Wealth Management, LLC. | 4,970 | $259.9K | 0.03% | +7+0.1% | Added |
| Oak Harbor Wealth Partners, LLC | 4,975 | $260.1K | 0.08% | +36+0.7% | Added |
| Financial Advisory Service, Inc. | 4,981 | $260.5K | 0.02% | −318−6.0% | Reduced |
| Greenhouse Wealth Management, LLC | 4,992 | $261.0K | 0.17% | 00.0% | Unchanged |
| Arrow Financial Corp | 4,995 | $261.2K | 0.02% | −500−9.1% | Reduced |
| Forthright Family Wealth Advisory LLC | 5,000 | $261.4K | 0.17% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 5,000 | $261.4K | 0.27% | +5,000 | New |
| LJI Wealth Management, LLC | 5,011 | $262.0K | 0.05% | −325−6.1% | Reduced |
| Guardian Wealth Advisors, LLC | 5,018 | $262.4K | 0.02% | +1,043+26.2% | Added |
| 626 Financial, LLC | 5,035 | $263.3K | 0.14% | 00.0% | Unchanged |
| First United Bank Trust | 5,036 | $263.3K | 0.10% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5,046 | $263.8K | 0.04% | +26+0.5% | Added |
| Barry Investment Advisors, LLC | 5,046 | $263.9K | 0.08% | +48+1.0% | Added |
| Mairs & Power Inc | 5,051 | $264.1K | 0.00% | +3+0.1% | Added |
| Enterprise Financial Services Corp | 5,052 | $264.2K | 0.15% | +194+4.0% | Added |
| MBL Wealth, LLC | 5,070 | $265.1K | 0.03% | +395+8.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 5,077 | $265.5K | 0.02% | +315+6.6% | Added |
| Novak & Powell Financial Services, Inc. | 5,091 | $266.2K | 0.16% | +17+0.3% | Added |
| Chilton Capital Management LLC | 5,103 | $266.8K | 0.01% | +504+11.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,110 | $267.2K | 0.07% | +108+2.2% | Added |
| OMC Financial Services LTD | 5,126 | $268.0K | 0.11% | 00.0% | Unchanged |
| Private Client Services, LLC | 5,140 | $268.8K | 0.14% | −51−1.0% | Reduced |
| BSW Wealth Partners | 5,145 | $269.0K | 0.04% | +1,200+30.4% | Added |
| N.E.W. Advisory Services LLC | 5,144 | $269.0K | 0.03% | +23+0.4% | Added |
| Valmark Advisers, Inc. | 5,147 | $269.1K | 0.00% | +1,065+26.1% | Added |
| Mosaic Financial Group, LLC | 5,170 | $270.0K | 0.19% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 5,165 | $270.1K | 0.03% | +5,165 | New |
| Keyvantage Wealth, LLC | 5,168 | $270.3K | 0.19% | +5,168 | New |
| Droms Strauss Advisors Inc | 5,176 | $270.7K | 0.09% | −2,588−33.3% | Reduced |
| Concorde Asset Management, LLC | 5,176 | $270.7K | 0.14% | +35+0.7% | Added |
| Ellis Investment Partners, LLC | 5,179 | $270.8K | 0.05% | +33+0.6% | Added |
| Executive Wealth Management, LLC | 5,190 | $271.4K | 0.02% | +63+1.2% | Added |
| CRA Financial Services, LLC | 5,199 | $271.8K | 0.05% | −155−2.9% | Reduced |
| Ewa, LLC | 5,205 | $272.2K | 0.10% | +843+19.3% | Added |
| Fairfield, Bush & Co. | 5,206 | $272.2K | 0.16% | −233−4.3% | Reduced |
| Archer Investment Corp | 5,212 | $272.5K | 0.07% | +32+0.6% | Added |
| Helium Advisors LLC | 5,220 | $273.0K | 0.22% | +5,220 | New |
| Hedeker Wealth, LLC | 5,261 | $275.1K | 0.07% | +105+2.0% | Added |
| Intelligence Driven Advisers, LLC | 5,261 | $275.1K | 0.05% | −130−2.4% | Reduced |
| Guyasuta Investment Advisors Inc | 5,273 | $275.7K | 0.02% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 5,300 | $277.1K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 5,308 | $277.6K | 0.04% | +5,308 | New |
| First County Bank | 5,311 | $277.7K | 0.16% | −265−4.8% | Reduced |
| McAdam, LLC | 5,337 | $279.0K | 0.02% | +5,337 | New |
| Ridgecrest Wealth Partners, LLC | 5,351 | $279.8K | 0.15% | −500−8.5% | Reduced |
| Second Line Capital, LLC | 5,254 | $280.1K | 0.08% | +272+5.5% | Added |
| Linscomb & Williams, Inc. | 5,364 | $280.5K | 0.01% | −348−6.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,366 | $280.6K | 0.03% | +5,366 | New |
| Stelac Advisory Services LLC | 5,269 | $280.7K | 0.11% | +69+1.3% | Added |
| Charter Trust Co | 5,375 | $281.1K | 0.02% | −35−0.6% | Reduced |
| TrinityPoint Wealth, LLC | 5,399 | $282.3K | 0.04% | +98+1.8% | Added |
| Birch Hill Investment Advisors LLC | 5,408 | $282.8K | 0.01% | +8+0.1% | Added |
| TrueWealth Advisors, LLC | 5,408 | $282.8K | 0.09% | −20.0% | Reduced |
| Harbor Investment Advisory, LLC | 5,428 | $283.8K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,428 | $283.8K | 0.02% | +533+10.9% | Added |
| Great Waters Wealth Management | 5,437 | $284.3K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5,438 | $284.3K | 0.20% | −88−1.6% | Reduced |
| Letson Investment Management, Inc. | 5,440 | $284.5K | 0.11% | 00.0% | Unchanged |
| West Coast Financial LLC | 5,450 | $285.0K | 0.03% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 5,477 | $286.4K | 0.19% | +5,477 | New |
| Trust Point Inc. | 5,487 | $286.9K | 0.02% | +49+0.9% | Added |
| Souders Financial Advisors | 5,488 | $287.0K | 0.04% | +920+20.1% | Added |
| Centerpoint Advisors, LLC | 5,500 | $288.0K | 0.10% | −250−4.3% | Reduced |
| Gratus Wealth Advisors, LLC | 5,510 | $288.1K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,514 | $288.3K | 0.06% | −512−8.5% | Reduced |
| Founders Grove Wealth Partners, LLC | 5,517 | $288.5K | 0.08% | +5,517 | New |
| Quotient Wealth Partners, LLC | 5,529 | $289.1K | 0.01% | +627+12.8% | Added |
| Byrne Asset Management LLC | – | $289.4K | 0.21% | – | – |
| Golden State Wealth Management, LLC | 5,559 | $290.7K | 0.04% | +5,559 | New |
| Palacios Wealth Management, LLC | 5,685 | $290.9K | 0.31% | +5,685 | New |
| Whipplewood Advisors, LLC | 5,568 | $291.2K | 0.17% | +5,568 | New |
| Shum Financial Group, Inc. | 5,517 | $291.5K | 0.25% | −764−12.2% | Reduced |
| Fundamentun, LLC | 5,588 | $292.2K | 0.02% | −722−11.4% | Reduced |
| Bienville Capital Management, LLC | 5,500 | $293.2K | 0.07% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 5,609 | $293.3K | 0.14% | +112+2.0% | Added |
| Edgemoor Investment Advisors, Inc. | 5,626 | $294.2K | 0.03% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 5,655 | $295.7K | 0.02% | −2,821−33.3% | Reduced |
| First American Trust, FSB | 5,655 | $295.7K | 0.03% | −443−7.3% | Reduced |
| Opal Wealth Advisors, LLC | 5,660 | $296.0K | 0.09% | −151−2.6% | Reduced |
| Kornitzer Capital Management Inc | 5,661 | $296.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,661 | $296.0K | 0.06% | 00.0% | Unchanged |