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; 2,574 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
- 2,172
- +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
- 842 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Richard W. Paul & Associates, LLC | 18,004 | $941.4K | 0.34% | −195−1.1% | Reduced |
| Clarius Group, LLC | 17,982 | $940.3K | 0.06% | +327+1.9% | Added |
| R.m.sincerbeaux Capital Management LLC | 17,932 | $937.7K | 0.56% | −667−3.6% | Reduced |
| Searle & Co. | 17,905 | $936.3K | 0.27% | +1,006+6.0% | Added |
| James J. Burns & Company, LLC | 17,906 | $936.0K | 0.16% | +17,906 | New |
| KC Investment Advisors, LLC | 17,839 | $932.8K | 0.37% | −1,188−6.2% | Reduced |
| Winnow Wealth LLC | 17,933 | $926.6K | 0.92% | +17,933 | New |
| Brighton Jones LLC | 17,702 | $925.7K | 0.03% | +6,954+64.7% | Added |
| Colonial Trust Co | 17,675 | $924.2K | 0.14% | −867−4.7% | Reduced |
| Impact Partnership Wealth, LLC | 17,591 | $919.8K | 0.19% | +17,591 | New |
| Centaurus Financial, Inc. | 17,577 | $919.0K | 0.06% | +1,882+12.0% | Added |
| Mission Wealth Management, LP | 17,567 | $918.6K | 0.02% | +167+1.0% | Added |
| Atomi Financial Group, Inc. | 17,551 | $917.7K | 0.05% | +5,985+51.7% | Added |
| Centennial Wealth Advisory LLC | 17,508 | $915.5K | 0.36% | +1,066+6.5% | Added |
| Cornerstone Select Advisors, LLC | 17,505 | $915.3K | 0.88% | +17,505 | New |
| Drucker Wealth 3.0, LLC | 17,460 | $913.0K | 0.21% | −507−2.8% | Reduced |
| Cigna Investments Inc | 17,427 | $911.0K | 0.16% | −207−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 17,661 | $909.3K | 0.03% | +3,571+25.3% | Added |
| North Star Investment Management Corp. | 17,344 | $906.9K | 0.06% | +21+0.1% | Added |
| V-Square Quantitative Management LLC | 17,339 | $906.7K | 0.13% | +888+5.4% | Added |
| LMCG Investments, LLC | 17,314 | $905.3K | 0.06% | +4,023+30.3% | Added |
| Everett Harris & Co | 17,270 | $903.0K | 0.01% | +90+0.5% | Added |
| Douglass Winthrop Advisors, LLC | 17,237 | $901.3K | 0.02% | +2,444+16.5% | Added |
| Trust Co of Toledo NA | 17,221 | $900.5K | 0.12% | −294−1.7% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $898.8K | 0.16% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 17,186 | $898.6K | 0.24% | +1,781+11.6% | Added |
| GTS Securities LLC | 17,029 | $890.4K | 0.04% | −4,606−21.3% | Reduced |
| Ameritas Investment Partners, Inc. | 16,834 | $880.3K | 0.03% | −678−3.9% | Reduced |
| Klingenstein Fields & Co LP | 16,804 | $878.7K | 0.04% | +10.0% | Added |
| Grove Bank & Trust | 16,798 | $878.4K | 0.12% | +457+2.8% | Added |
| Retirement Planning Group | 16,693 | $872.9K | 0.04% | +587+3.6% | Added |
| WealthPLAN Partners, LLC | 16,672 | $871.8K | 0.12% | −763−4.4% | Reduced |
| Modern Wealth Management, LLC | 16,585 | $867.2K | 0.03% | +1,003+6.4% | Added |
| Fidelis Capital Partners, LLC | 16,381 | $865.7K | 0.09% | +951+6.2% | Added |
| RFG Advisory, LLC | 16,458 | $860.6K | 0.02% | +3,769+29.7% | Added |
| American Financial & Tax Strategies Inc | 16,447 | $860.0K | 0.45% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 16,437 | $859.0K | 0.16% | +2,588+18.7% | Added |
| WCG Wealth Advisors LLC | 16,380 | $857.0K | 0.06% | −288−1.7% | Reduced |
| Aprio Wealth Management, LLC | 16,367 | $855.8K | 0.12% | +3,845+30.7% | Added |
| Joel Isaacson & Co., LLC | 16,365 | $855.7K | 0.04% | +351+2.2% | Added |
| Ronald Blue Trust, Inc. | 16,364 | $855.7K | 0.01% | −11,694−41.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 16,363 | $855.6K | 0.14% | +1,274+8.4% | Added |
| MTM Investment Management, LLC | 16,270 | $850.8K | 0.33% | +9+0.1% | Added |
| Loomis Sayles & Co L P | 16,253 | $850.0K | 0.00% | −388−2.3% | Reduced |
| Ancora Advisors, LLC | 16,234 | $848.9K | 0.02% | +1,122+7.4% | Added |
| IFG Advisory, LLC | 16,192 | $846.7K | 0.05% | +855+5.6% | Added |
| Allegheny Financial Group LTD | 16,143 | $844.2K | 0.22% | +151+0.9% | Added |
| Marco Investment Management LLC | 16,118 | $842.8K | 0.07% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 16,099 | $842.0K | 0.29% | 00.0% | Unchanged |
| Bath Savings Trust Co | 16,086 | $841.1K | 0.09% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 16,050 | $839.3K | 0.56% | +1,638+11.4% | Added |
| Moody Lynn & Lieberson, LLC | 15,924 | $832.7K | 0.05% | −726−4.4% | Reduced |
| McGowan Group Asset Management, Inc. | 15,872 | $829.9K | 0.11% | +926+6.2% | Added |
| My Legacy Advisors, LLC | 16,146 | $824.1K | 0.32% | +406+2.6% | Added |
| Financial Advisory Corp | 15,726 | $822.0K | 0.30% | −2,869−15.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 15,417 | $821.7K | 0.01% | −2,001−11.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 15,403 | $821.1K | 0.02% | −200−1.3% | Reduced |
| Umb Bank N A | 15,686 | $820.2K | 0.01% | +926+6.3% | Added |
| Peak Retirement Planning, Inc. | 15,639 | $818.0K | 0.55% | +15,639 | New |
| Plimoth Trust Co LLC | 15,615 | $816.5K | 0.21% | −90−0.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,584 | $814.9K | 0.02% | +1,850+13.5% | Added |
| Savvy Advisors, Inc. | 15,467 | $808.8K | 0.10% | +10,227+195.2% | Added |
| Leo Wealth, LLC | 15,378 | $804.1K | 0.07% | −714−4.4% | Reduced |
| Adviser Investments LLC | 15,361 | $803.2K | 0.01% | +453+3.0% | Added |
| Sanders Morris Harris LLC | 15,327 | $801.9K | 0.12% | 00.0% | Unchanged |
| Philadelphia Trust Co | 15,311 | $801.0K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15,318 | $801.0K | 0.10% | +312+2.1% | Added |
| Courier Capital LLC | 15,317 | $800.9K | 0.06% | +549+3.7% | Added |
| Checchi Capital Advisers, LLC | 15,289 | $799.4K | 0.06% | +604+4.1% | Added |
| D'Orazio & Associates, Inc. | 15,274 | $798.7K | 0.12% | +870+6.0% | Added |
| 111 Capital | 15,213 | $795.5K | 0.17% | +15,213 | New |
| CWS Financial Advisors, LLC | 15,170 | $793.2K | 0.26% | +86+0.6% | Added |
| CoreFirst Bank & Trust | 15,150 | $792.2K | 0.47% | −1,150−7.1% | Reduced |
| Sentry Investment Management LLC | 15,139 | $792.0K | 0.38% | −2,464−14.0% | Reduced |
| Evernest Financial Advisors, LLC | 15,113 | $790.2K | 0.20% | +10,003+195.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 15,069 | $788.0K | 0.31% | +13,494+856.8% | Added |
| Meridian Wealth Management, LLC | 15,070 | $786.2K | 0.04% | +1,364+10.0% | Added |
| Compagnie Lombard Odier SCmA | 15,000 | $784.4K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 15,000 | $784.4K | 0.08% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 14,962 | $782.4K | 0.16% | −72−0.5% | Reduced |
| New Vernon Capital Holdings II LLC | 14,908 | $779.5K | 0.54% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 14,881 | $778.1K | 0.38% | −152−1.0% | Reduced |
| Wagner Wealth Management, LLC | 14,834 | $775.7K | 0.20% | +1,472+11.0% | Added |
| Chapin Davis, Inc. | 15,184 | $775.0K | 0.25% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 14,759 | $771.7K | 0.23% | +71+0.5% | Added |
| WESPAC Advisors, LLC | 14,757 | $771.6K | 0.57% | +14,757 | New |
| Salvus Wealth Management, LLC | 14,741 | $770.8K | 0.49% | +53+0.4% | Added |
| Iron Financial, LLC | 14,609 | $763.9K | 0.43% | +437+3.1% | Added |
| MCF Advisors LLC | 14,321 | $762.1K | 0.05% | +201+1.4% | Added |
| Exchange Bank | 14,518 | $759.1K | 0.61% | +500+3.6% | Added |
| Kendall Capital Management | 14,497 | $758.0K | 0.22% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 14,494 | $757.9K | 0.07% | +701+5.1% | Added |
| Gilliland Jeter Wealth Management LLC | 14,482 | $757.3K | 0.26% | +38+0.3% | Added |
| Aster Capital Management (DIFC) Ltd | 14,453 | $755.7K | 0.29% | −3,166−18.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,372 | $751.5K | 0.03% | −134−0.9% | Reduced |
| Signature Wealth Management Partners, LLC | 14,337 | $749.7K | 0.51% | +1,367+10.5% | Added |
| David Loasby | 14,715 | $748.5K | 0.07% | +546+3.9% | Added |
| Ted Buchan & Co | 14,277 | $746.6K | 0.35% | +2,075+17.0% | Added |
| Samalin Investment Counsel, LLC | 14,270 | $746.2K | 0.32% | +303+2.2% | Added |
| Taika Capital, LP | 14,255 | $745.4K | 0.57% | +14,255 | New |