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 |
|---|---|---|---|---|---|
| Wolff Financial Management LLC | 14,220 | $744.0K | 0.21% | +30.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 14,211 | $743.1K | 0.55% | +102+0.7% | Added |
| Godsey & Gibb Associates | 14,088 | $736.7K | 0.07% | −1,950−12.2% | Reduced |
| Graypoint LLC | 14,082 | $736.4K | 0.04% | +1,158+9.0% | Added |
| Syon Capital LLC | 14,078 | $736.1K | 0.07% | −763−5.1% | Reduced |
| FLC Capital Advisors | 14,044 | $734.4K | 0.17% | −352−2.4% | Reduced |
| Chemung Canal Trust Co | 13,992 | $731.6K | 0.15% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 13,992 | $731.6K | 0.43% | +14+0.1% | Added |
| Galvin, Gaustad & Stein, LLC | 13,982 | $731.1K | 0.07% | −1,255−8.2% | Reduced |
| Magnolia Capital Advisors LLC | 13,952 | $729.6K | 0.19% | +13,952 | New |
| Chicago Capital, LLC | 13,947 | $729.3K | 0.02% | +20.0% | Added |
| Cozad Asset Management Inc | 13,916 | $727.7K | 0.07% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 13,917 | $727.0K | 0.23% | +7,390+113.2% | Added |
| Brooks, Moore & Associates, Inc. | 13,855 | $724.5K | 0.43% | 00.0% | Unchanged |
| Fiduciary Group LLC | 13,778 | $720.5K | 0.07% | +203+1.5% | Added |
| Davis Capital Management | 13,772 | $720.1K | 0.59% | −80−0.6% | Reduced |
| Pallas Capital Advisors LLC | 13,769 | $720.0K | 0.03% | +639+4.9% | Added |
| Univest Financial Corp | 13,731 | $718.0K | 0.05% | −1,479−9.7% | Reduced |
| Eastern Bank | 13,725 | $717.7K | 0.01% | −2,500−15.4% | Reduced |
| RIA Advisory Group LLC | 13,692 | $715.9K | 0.24% | +852+6.6% | Added |
| Allianz SE | 13,700 | $715.5K | 0.02% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 13,674 | $715.0K | 0.23% | +910+7.1% | Added |
| Hilltop National Bank | 13,647 | $713.6K | 0.21% | −1,100−7.5% | Reduced |
| Financial Advisors Network, Inc. | 13,636 | $713.0K | 0.12% | +13,636 | New |
| Catalyst Funds Management Pty Ltd | 13,600 | $711.1K | 0.18% | +5,800+74.4% | Added |
| Waldron Private Wealth LLC | 13,575 | $709.8K | 0.03% | −929−6.4% | Reduced |
| Columbia Asset Management | 13,570 | $709.6K | 0.14% | −100−0.7% | Reduced |
| Bedel Financial Consulting, Inc. | 13,453 | $707.3K | 0.10% | +2,554+23.4% | Added |
| Principle Wealth Partners LLC | 13,437 | $702.6K | 0.05% | −10.0% | Reduced |
| Alpha Omega Wealth Management LLC | 13,412 | $701.3K | 0.13% | +11+0.1% | Added |
| Farmers & Merchants Investments Inc | 13,406 | $701.0K | 0.02% | −200−1.5% | Reduced |
| Bill Few Associates, Inc. | 13,398 | $700.6K | 0.25% | +303+2.3% | Added |
| Kapstone Financial Advisors LLC | 13,283 | $699.5K | 0.37% | −276−2.0% | Reduced |
| Ti-Trust, Inc | 13,359 | $698.5K | 0.47% | −225−1.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 13,356 | $698.4K | 0.17% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 13,273 | $694.0K | 0.05% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 12,997 | $692.6K | 0.25% | +12,997 | New |
| Castle Rock Wealth Management, LLC | 12,974 | $691.4K | 0.16% | −874−6.3% | Reduced |
| Cornerstone Advisory, LLC | 12,941 | $689.6K | 0.08% | +468+3.8% | Added |
| 44 Wealth Management LLC | 13,185 | $689.4K | 0.27% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 13,172 | $688.7K | 0.42% | −1,491−10.2% | Reduced |
| Papamarkou Wellner Asset Management inc. | 13,140 | $687.1K | 0.48% | +13,140 | New |
| Tandem Financial, LLC | 12,884 | $686.8K | 0.73% | +12,884 | New |
| Tevis Investment Management | 12,866 | $685.9K | 0.51% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 13,115 | $685.8K | 0.11% | +7,030+115.5% | Added |
| Transcend Wealth Collective, LLC | 13,080 | $683.9K | 0.05% | −1,483−10.2% | Reduced |
| Horst & Graben Wealth Management LLC | 13,015 | $680.6K | 0.12% | +198+1.5% | Added |
| Resolute Partners Group | 12,764 | $680.5K | 0.14% | +992+8.4% | Added |
| Elevated Capital Advisors, LLC | 13,000 | $679.8K | 0.19% | −239−1.8% | Reduced |
| MBA Advisors LLC | 12,973 | $678.4K | 0.34% | +983+8.2% | Added |
| Mogy Joel R Investment Counsel Inc | 12,950 | $677.2K | 0.04% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 12,890 | $674.0K | 0.01% | +8,925+225.1% | Added |
| Mitchell Sinkler & Starr | 12,826 | $670.7K | 0.18% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 12,801 | $669.4K | 0.07% | +953+8.0% | Added |
| Great Lakes Advisors, LLC | 12,792 | $668.9K | 0.01% | −657−4.9% | Reduced |
| Anchor Investment Management, LLC | 12,792 | $668.9K | 0.06% | −382−2.9% | Reduced |
| Boston Family Office LLC | 12,779 | $668.0K | 0.05% | −587−4.4% | Reduced |
| Quadrant Capital Group LLC | 12,771 | $667.8K | 0.05% | +384+3.1% | Added |
| Woodward Diversified Capital, LLC | 12,771 | $667.8K | 0.49% | −3,322−20.6% | Reduced |
| Intellectus Partners, LLC | 12,509 | $666.8K | 0.15% | −331−2.6% | Reduced |
| Davidson Trust Co | 12,713 | $664.8K | 0.34% | +760+6.4% | Added |
| Wealth Effects LLC | 12,675 | $662.8K | 0.24% | +325+2.6% | Added |
| Mosley Wealth Management | 12,574 | $662.1K | 0.41% | +892+7.6% | Added |
| Occudo Quantitative Strategies LP | 12,656 | $661.8K | 0.12% | −70,181−84.7% | Reduced |
| Spirit of America Management Corp | 12,650 | $661.5K | 0.13% | 00.0% | Unchanged |
| World Equity Group, Inc. | 12,638 | $660.8K | 0.14% | −1,222−8.8% | Reduced |
| Parkside Financial Bank & Trust | 12,637 | $660.8K | 0.09% | +2,864+29.3% | Added |
| Cambria Investment Management, L.P. | 12,627 | $660.3K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 12,600 | $658.9K | 0.12% | +187+1.5% | Added |
| International Private Wealth Advisors LLC | 12,569 | $657.2K | 0.65% | +10.0% | Added |
| Old Point Trust & Financial Services N A | 12,549 | $656.2K | 0.23% | −150−1.2% | Reduced |
| HHM Wealth Advisors, LLC | 12,523 | $654.8K | 0.09% | +260+2.1% | Added |
| Sylvest Advisors, LLC | 12,508 | $654.0K | 0.40% | +12,508 | New |
| Cassaday & Co Wealth Management LLC | 12,489 | $653.0K | 0.02% | +620+5.2% | Added |
| Taylor & Morgan Wealth Management, LLC | 12,468 | $652.0K | 0.46% | +237+1.9% | Added |
| Nwam LLC | 12,440 | $650.5K | 0.04% | −915−6.9% | Reduced |
| SPC Financial, Inc. | 12,415 | $649.2K | 0.06% | −89−0.7% | Reduced |
| Choate Investment Advisors | 12,389 | $647.8K | 0.02% | +4,869+64.7% | Added |
| Aureus Asset Management, LLC | 12,356 | $646.1K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 12,345 | $645.5K | 0.01% | −4,694−27.5% | Reduced |
| Maia Wealth LLC | 12,003 | $641.5K | 0.14% | +12,003 | New |
| Rogco, LP | 12,229 | $639.5K | 0.26% | −161−1.3% | Reduced |
| Kennedy Investment Group | 12,223 | $639.1K | 0.29% | +12,223 | New |
| Northstar Financial Companies, Inc. | 12,213 | $638.6K | 0.60% | +12,213 | New |
| Tompkins Financial Corp | 12,201 | $638.0K | 0.06% | +6,000+96.8% | Added |
| Manske Wealth Management | 12,182 | $637.0K | 0.25% | +12,182 | New |
| Northstar Advisory Group, LLC | 12,178 | $636.8K | 0.32% | −55−0.4% | Reduced |
| Delta Asset Management LLC | 12,155 | $635.6K | 0.06% | −59−0.5% | Reduced |
| Gilbert & Cook, Inc. | 12,144 | $635.0K | 0.09% | −36−0.3% | Reduced |
| Keystone Wealth Services, LLC | 12,142 | $634.9K | 0.17% | +307+2.6% | Added |
| Diligent Investors, LLC | 12,128 | $634.2K | 0.15% | +8+0.1% | Added |
| Rahlfs Capital, LLC | 12,122 | $633.9K | 0.63% | +12,122 | New |
| 180 Wealth Advisors, LLC | 12,095 | $632.5K | 0.10% | −51−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 12,092 | $632.3K | 0.01% | −809−6.3% | Reduced |
| Dakota Wealth Management | 12,075 | $631.8K | 0.01% | −203−1.7% | Reduced |
| Evercore Wealth Management, LLC | 11,956 | $625.2K | 0.01% | +20.0% | Added |
| Boothbay Fund Management, LLC | 11,952 | $625.0K | 0.02% | +161+1.4% | Added |
| Capital City Trust Co | 11,933 | $624.0K | 0.16% | −18−0.2% | Reduced |
| Callan Capital, LLC | 11,905 | $622.5K | 0.05% | +2,399+25.2% | Added |
| Synergy Financial Management, LLC | 11,832 | $621.3K | 0.05% | −415−3.4% | Reduced |