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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 6,492 | $339.5K | 0.03% | −20−0.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $339.9K | 0.10% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,507 | $340.3K | 0.04% | +826+14.5% | Added |
| PFG Advisors | 6,530 | $341.5K | 0.02% | +92+1.4% | Added |
| SevenBridge Financial Group, LLC | 6,347 | $341.8K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6,543 | $342.1K | 0.03% | −125−1.9% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,550 | $342.5K | 0.00% | −3,900,077−99.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 6,587 | $344.4K | 0.06% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,588 | $344.5K | 0.05% | +6,588 | New |
| Howard Financial Services, Ltd. | 6,588 | $344.5K | 0.05% | +356+5.7% | Added |
| Trustmark National Bank Trust Department | 6,595 | $344.9K | 0.03% | −36−0.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,595 | $344.9K | 0.13% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 6,625 | $346.0K | 0.18% | +6,625 | New |
| Sterling Investment Advisors, Ltd. | 6,630 | $346.7K | 0.08% | +2,329+54.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,635 | $346.9K | 0.01% | −33−0.5% | Reduced |
| Seven Mile Advisory | 6,645 | $347.5K | 0.22% | +564+9.3% | Added |
| CAP Partners, LLC | 6,667 | $348.6K | 0.25% | −258−3.7% | Reduced |
| Renaissance Group LLC | 6,673 | $348.9K | 0.01% | −114−1.7% | Reduced |
| Prairiewood Capital, LLC | 6,681 | $349.3K | 0.15% | −90−1.3% | Reduced |
| Petrus Trust Company, LTA | 6,683 | $349.5K | 0.03% | +6,683 | New |
| Resonant Capital Advisors, LLC | 6,562 | $350.1K | 0.03% | −94−1.4% | Reduced |
| Bridgewealth Advisory Group, LLC | 6,536 | $350.5K | 0.10% | +6,536 | New |
| Capital Analysts, LLC | 6,700 | $351.0K | 0.01% | +1,103+19.7% | Added |
| Fidelity D & D Bancorp Inc | 6,730 | $351.9K | 0.23% | −636−8.6% | Reduced |
| Zullo Investment Group, Inc. | 6,736 | $352.3K | 0.14% | +413+6.5% | Added |
| EPG Wealth Management LLC | 6,797 | $355.4K | 0.09% | +64+1.0% | Added |
| Cypress Wealth Services, LLC | 6,800 | $355.6K | 0.07% | −639−8.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 6,818 | $356.5K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 6,840 | $357.6K | 0.04% | +1,125+19.7% | Added |
| Severin Investments, LLC | 6,840 | $357.6K | 0.36% | +6,840 | New |
| Maven Securities LTD | 6,866 | $359.0K | 0.06% | +1,104+19.2% | Added |
| Winebrenner Capital Management LLC | 6,871 | $359.3K | 0.28% | +6,871 | New |
| Mayfair Advisory Group, LLC | 6,873 | $359.4K | 0.21% | +34+0.5% | Added |
| Equitable Trust Co | 6,879 | $359.7K | 0.02% | −1,500−17.9% | Reduced |
| Sage Private Wealth Group, LLC | 6,882 | $359.9K | 0.27% | −152−2.2% | Reduced |
| Summit Wealth Partners, LLC | 6,888 | $360.2K | 0.07% | −175−2.5% | Reduced |
| Howland Capital Management LLC | 6,780 | $361.4K | 0.02% | −329−4.6% | Reduced |
| Woodard & Co Asset Management Group Inc | 6,925 | $362.1K | 0.08% | 00.0% | Unchanged |
| Blalock Williams, LLC | 6,938 | $362.8K | 0.42% | +6,938 | New |
| Bank Ozk | 6,964 | $364.1K | 0.15% | −485−6.5% | Reduced |
| Talon Private Wealth, LLC | 7,004 | $366.2K | 0.08% | +7,004 | New |
| Pacitti Group Inc. | 6,966 | $366.8K | 0.17% | +158+2.3% | Added |
| Pinnacle Bancorp, Inc. | 7,019 | $367.0K | 0.12% | −40−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 7,025 | $367.3K | 0.06% | +1,704+32.0% | Added |
| Community Trust & Investment Co | 7,055 | $368.9K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 7,056 | $369.0K | 0.08% | −1,015−12.6% | Reduced |
| Indie Asset Partners, LLC | 7,061 | $369.2K | 0.29% | +8+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 7,085 | $370.5K | 0.06% | +346+5.1% | Added |
| Delta Investment Management, LLC | 7,094 | $371.0K | 0.07% | +29+0.4% | Added |
| First Financial Bank - Trust Division | 7,108 | $371.7K | 0.03% | −68−0.9% | Reduced |
| First Business Financial Services, Inc. | 7,116 | $372.1K | 0.04% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 7,000 | $373.2K | 0.20% | 00.0% | Unchanged |
| ERn Financial, LLC | 7,137 | $373.2K | 0.06% | −406−5.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,153 | $374.0K | 0.01% | +691+10.7% | Added |
| Brandywine Oak Private Wealth LLC | 7,168 | $374.8K | 0.04% | +3,036+73.5% | Added |
| Register Financial Advisors LLC | 7,174 | $375.2K | 0.19% | +22+0.3% | Added |
| Smith Shellnut Wilson LLC | 7,190 | $376.0K | 0.17% | −50−0.7% | Reduced |
| American National Bank | 7,191 | $376.0K | 0.04% | +760+11.8% | Added |
| Fairvoy Private Wealth, LLC | 7,191 | $376.0K | 0.10% | +7,191 | New |
| Cascade Financial Partners, LLC | 7,206 | $376.8K | 0.05% | +7,206 | New |
| Beaumont Financial Advisors, LLC | 7,230 | $378.0K | 0.03% | +376+5.5% | Added |
| Canandaigua National Bank & Trust Co | 7,254 | $379.3K | 0.04% | −181−2.4% | Reduced |
| Horizon Advisory Services, Inc. | 7,287 | $381.0K | 0.22% | +7,287 | New |
| Alliance Wealth Advisors, LLC | 7,303 | $381.9K | 0.22% | −29−0.4% | Reduced |
| Mather Group, LLC. | 7,320 | $382.8K | 0.00% | −69−0.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,339 | $383.8K | 0.02% | +2,522+52.4% | Added |
| Astoria Portfolio Advisors LLC. | 7,483 | $384.3K | 0.14% | +347+4.9% | Added |
| Banque Transatlantique SA | 7,397 | $384.6K | 0.01% | +7,397 | New |
| Relyea Zuckerberg Hanson LLC | 7,373 | $385.5K | 0.05% | +7,373 | New |
| LRI Investments, LLC | 7,376 | $385.7K | 0.04% | −322−4.2% | Reduced |
| Journey Strategic Wealth LLC | 7,382 | $386.0K | 0.01% | −160−2.1% | Reduced |
| Taylor Financial Group, Inc. | 7,424 | $388.2K | 0.27% | +250+3.5% | Added |
| Integrity Alliance, LLC. | 7,450 | $389.6K | 0.04% | +7,450 | New |
| Safeguard Investment Advisory Group, LLC | 7,452 | $389.6K | 0.11% | −13−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 7,473 | $390.8K | 0.00% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 7,487 | $391.5K | 0.30% | +214+2.9% | Added |
| CLG LLC | 7,488 | $391.6K | 0.14% | +7,488 | New |
| Mindset Wealth Management, LLC | 7,491 | $391.7K | 0.14% | 00.0% | Unchanged |
| WBH Advisory Inc | 7,508 | $392.6K | 0.04% | −44−0.6% | Reduced |
| Heritage Family Offices, LLP | 7,530 | $393.7K | 0.20% | +420+5.9% | Added |
| Platform Technology Partners | 7,574 | $396.0K | 0.12% | −67−0.9% | Reduced |
| ICONIQ Capital, LLC | 7,583 | $396.5K | 0.01% | +7,583 | New |
| Yarger Wealth Strategies, LLC | 7,603 | $397.5K | 0.23% | +223+3.0% | Added |
| Grandfield & Dodd, LLC | 7,603 | $397.6K | 0.02% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 7,643 | $399.7K | 0.06% | +244+3.3% | Added |
| Berger Financial Group, Inc | 7,654 | $400.2K | 0.03% | +1,453+23.4% | Added |
| Plancorp, LLC | 7,657 | $400.4K | 0.02% | +701+10.1% | Added |
| Schmidt P J Investment Management Inc | 7,663 | $400.7K | 0.07% | +20.0% | Added |
| Raleigh Capital Management Inc. | 7,666 | $400.9K | 0.15% | +350+4.8% | Added |
| Optimum Investment Advisors | 7,676 | $401.4K | 0.18% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 7,701 | $402.7K | 0.03% | +22+0.3% | Added |
| Whalerock Point Partners, LLC | 7,702 | $402.7K | 0.09% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,710 | $403.2K | 0.53% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 7,717 | $403.5K | 0.24% | +260+3.5% | Added |
| Marshall Financial Group LLC | 7,729 | $404.1K | 0.10% | −105−1.3% | Reduced |
| Successful Portfolios LLC | 7,746 | $405.0K | 0.27% | +21+0.3% | Added |
| ETF Store, Inc. | 7,803 | $408.0K | 0.51% | +161+2.1% | Added |
| Ocean Capital Management, LLC | 7,815 | $408.7K | 0.09% | +31+0.4% | Added |
| Strait & Sound Wealth Management LLC | 7,830 | $409.4K | 0.19% | −265−3.3% | Reduced |
| Cobblestone Capital Advisors LLC | 7,835 | $409.7K | 0.02% | −590−7.0% | Reduced |