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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 5,664 | $296.2K | 0.19% | +664+13.3% | Added |
| Sittner & Nelson, LLC | 5,665 | $296.2K | 0.13% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 5,670 | $296.5K | 0.02% | +1,385+32.3% | Added |
| Interchange Capital Partners, LLC | 5,682 | $297.1K | 0.11% | −871−13.3% | Reduced |
| MBE Wealth Management, LLC | 5,682 | $297.1K | 0.17% | +5,682 | New |
| Aberdeen Wealth Management LLC | 5,685 | $297.3K | 0.20% | −100−1.7% | Reduced |
| Vicus Capital | 5,685 | $297.3K | 0.03% | +39+0.7% | Added |
| ORG Wealth Partners, LLC | 5,694 | $297.8K | 0.09% | +16+0.3% | Added |
| Act Wealth Management, LLC | 5,698 | $298.0K | 0.14% | +99+1.8% | Added |
| Ervin Investment Management, LLC | 5,700 | $298.1K | 0.19% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 5,710 | $298.6K | 0.10% | −294−4.9% | Reduced |
| Avaii Wealth Management, LLC | 5,733 | $299.8K | 0.15% | −627−9.9% | Reduced |
| Triad Wealth Partners, LLC | 5,743 | $300.3K | 0.11% | +5,743 | New |
| Connable Office Inc | 5,746 | $300.5K | 0.03% | 00.0% | Unchanged |
| Manchester Financial Inc | 5,750 | $300.7K | 0.07% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,761 | $301.3K | 0.03% | +1,126+24.3% | Added |
| J. L. Bainbridge & Co., Inc. | 5,762 | $301.3K | 0.03% | +27+0.5% | Added |
| RS Crum Inc. | 5,763 | $301.3K | 0.07% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 5,784 | $302.4K | 0.13% | +5+0.1% | Added |
| WealthPlan Investment Management, LLC | 5,791 | $302.8K | 0.03% | −1,131−16.3% | Reduced |
| Cowa, LLC | 5,797 | $303.1K | 0.14% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 5,815 | $304.1K | 0.23% | −45−0.8% | Reduced |
| ZWJ Investment Counsel Inc | 5,836 | $305.2K | 0.01% | +500+9.4% | Added |
| ISAM Funds (UK) Ltd | 5,839 | $305.3K | 0.23% | +5,839 | New |
| Smith, Salley & Associates | 5,839 | $305.3K | 0.02% | +50+0.9% | Added |
| Emprise Bank | 5,844 | $305.6K | 0.17% | −51−0.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,861 | $306.5K | 0.11% | −55−0.9% | Reduced |
| Well Done, LLC | 6,020 | $307.3K | 0.06% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 5,880 | $307.4K | 0.26% | −5,664−49.1% | Reduced |
| Lloyd Advisory Services, LLC. | 5,893 | $308.1K | 0.15% | −176−2.9% | Reduced |
| Center for Financial Planning, Inc. | 5,899 | $308.4K | 0.04% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 5,901 | $308.6K | 0.08% | +17+0.3% | Added |
| Vestor Capital, LLC | 5,932 | $310.0K | 0.02% | +597+11.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,935 | $310.0K | 0.01% | +1,626+37.7% | Added |
| Prostatis Group LLC | 5,935 | $310.3K | 0.09% | +545+10.1% | Added |
| Trace Wealth Advisors, LLC | 5,936 | $310.4K | 0.28% | +5,936 | New |
| Coppell Advisory Solutions LLC | 5,974 | $311.1K | 0.04% | +2,997+100.7% | Added |
| Lane & Associates LLC | 5,963 | $311.4K | 0.16% | +236+4.1% | Added |
| Armis Advisers, LLC | 5,961 | $311.7K | 0.04% | +5,961 | New |
| Silvant Capital Management LLC | 5,966 | $312.0K | 0.01% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 5,970 | $312.0K | 0.01% | +46+0.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,970 | $312.2K | 0.12% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 5,973 | $312.3K | 0.10% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,987 | $313.1K | 0.01% | +38+0.6% | Added |
| Monticello Wealth Management, LLC | 5,994 | $313.4K | 0.03% | +14+0.2% | Added |
| Augustine Asset Management Inc | 6,000 | $313.7K | 0.08% | 00.0% | Unchanged |
| Summit X, LLC | 6,000 | $313.7K | 0.07% | +118+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,016 | $314.6K | 0.05% | −2,393−28.5% | Reduced |
| Riverbend Wealth Management, LLC | 6,018 | $314.9K | 0.28% | +6,018 | New |
| Caldwell Sutter Capital, Inc. | 6,022 | $314.9K | 0.15% | +1,945+47.7% | Added |
| Hall Capital Management Co Inc | 6,025 | $315.0K | 0.15% | +6,025 | New |
| TSFG, LLC | 6,047 | $316.0K | 0.06% | −73−1.2% | Reduced |
| Chancellor Financial Group WB LP | 6,046 | $316.2K | 0.25% | +6,046 | New |
| Mill Creek Capital Advisors, LLC | 6,051 | $316.4K | 0.01% | +283+4.9% | Added |
| Sovereign Financial Group, Inc. | 6,082 | $318.0K | 0.07% | −2,102−25.7% | Reduced |
| O'Rourke & Company, Inc | 6,085 | $318.1K | 0.16% | +1,714+39.2% | Added |
| Defender Capital, LLC. | 6,086 | $318.2K | 0.12% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 6,103 | $319.1K | 0.12% | −30−0.5% | Reduced |
| 1st Source Bank | 6,115 | $319.8K | 0.02% | +41+0.7% | Added |
| Hilltop Partners LLC | 6,117 | $319.9K | 0.11% | +6,117 | New |
| Keeley-Teton Advisors, LLC | 6,120 | $320.0K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,029 | $321.4K | 0.01% | +437+7.8% | Added |
| Rossby Financial, LCC | 6,164 | $322.3K | 0.20% | +6,164 | New |
| Roxbury Financial LLC | 5,600 | $323.4K | 0.31% | +5,600 | New |
| West Family Investments, Inc. | 6,196 | $324.0K | 0.11% | +93+1.5% | Added |
| OneAscent Financial Services LLC | 6,197 | $324.0K | 0.03% | +6,197 | New |
| Sig Brokerage, LP | 6,200 | $324.2K | 0.15% | +6,200 | New |
| Blue Capital, Inc. | 6,214 | $324.9K | 0.23% | +6,214 | New |
| Goldstone Financial Group, LLC | 6,216 | $325.0K | 0.05% | +6,216 | New |
| Griffith & Werner, Inc. | 6,233 | $325.9K | 0.22% | +6,233 | New |
| KDT Advisors, LLC | 6,245 | $326.6K | 0.48% | +6,245 | New |
| TD Private Client Wealth LLC | 6,266 | $327.6K | 0.01% | −892−12.5% | Reduced |
| West Bancorporation Inc | 6,279 | $328.3K | 0.22% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 6,382 | $328.4K | 0.06% | −530−7.7% | Reduced |
| Fragasso Group Inc. | 6,302 | $329.5K | 0.03% | +199+3.3% | Added |
| Firethorn Wealth Partners, LLC | 6,318 | $330.4K | 0.16% | +67+1.1% | Added |
| Venturi Wealth Management, LLC | 6,320 | $330.5K | 0.02% | −430−6.4% | Reduced |
| Argentarii, LLC | 6,323 | $330.7K | 0.17% | +6,323 | New |
| Lester Murray Antman dba SimplyRich | 6,337 | $331.0K | 0.09% | +412+7.0% | Added |
| Coastwise Capital Group, LLC | 6,338 | $331.4K | 0.26% | −7,112−52.9% | Reduced |
| AlphaCore Capital LLC | 6,221 | $331.6K | 0.07% | +784+14.4% | Added |
| Pure Portfolios Holdings LLC | 6,348 | $331.9K | 0.12% | +227+3.7% | Added |
| Fort Point Capital Partners LLC | 6,351 | $332.1K | 0.04% | +1,000+18.7% | Added |
| Shulman DeMeo Asset Management LLC | 6,356 | $332.3K | 0.09% | −125−1.9% | Reduced |
| MV Capital Management, Inc. | 6,357 | $332.4K | 0.04% | +8+0.1% | Added |
| Fortitude Family Office, LLC | 6,384 | $333.8K | 0.12% | −34−0.5% | Reduced |
| Wambolt & Associates, LLC | 6,411 | $335.3K | 0.11% | +48+0.8% | Added |
| Fiduciary Financial Group, LLC | 6,594 | $335.4K | 0.07% | −210−3.1% | Reduced |
| Aegis Wealth Management LLC | 6,420 | $335.7K | 0.23% | +6,420 | New |
| King Wealth | 6,424 | $336.0K | 0.05% | +18+0.3% | Added |
| RFP Financial Group LLC | 6,426 | $336.0K | 0.13% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 6,432 | $336.4K | 0.11% | −316−4.7% | Reduced |
| Wendell David Associates Inc | 6,450 | $337.0K | 0.03% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 6,430 | $337.6K | 0.03% | −50−0.8% | Reduced |
| Campbell Deegan Wealth Management, LLC | 6,462 | $337.9K | 0.41% | +6,462 | New |
| Harbour Trust & Investment Management Co | 6,467 | $338.2K | 0.04% | −280−4.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,492 | $339.0K | 0.00% | −659−9.2% | Reduced |
| Flow Traders U.S. LLC | 6,475 | $339.0K | 0.01% | +6,475 | New |
| Carson Advisory Inc. | 6,485 | $339.1K | 0.24% | +220+3.5% | Added |
| Peoples Financial Services Corp. | 6,485 | $339.1K | 0.16% | −12−0.2% | Reduced |