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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 11,875 | $621.0K | 0.04% | −422−3.4% | Reduced |
| Miller Financial Services LLC | 11,869 | $620.6K | 0.52% | +11,869 | New |
| First National Bank & Trust Co of Newtown | 11,809 | $617.5K | 0.13% | −2,230−15.9% | Reduced |
| Unique Wealth Strategies, LLC | 11,805 | $617.3K | 0.27% | +1,407+13.5% | Added |
| Lingohr & Partner Asset Management GmbH | 11,841 | $617.0K | 1.28% | +11,841 | New |
| Serenus Wealth Advisors, LLC | 11,722 | $612.9K | 0.11% | +11,722 | New |
| Constant Guidance Financial LLC | 11,710 | $612.4K | 0.53% | +11,710 | New |
| Provenance Wealth Advisors, LLC | 11,695 | $611.5K | 0.08% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 11,685 | $611.0K | 0.06% | 00.0% | Unchanged |
| Greenfield Savings Bank | 11,676 | $610.5K | 0.29% | −14,550−55.5% | Reduced |
| Gladstone Institutional Advisory LLC | 11,653 | $609.3K | 0.03% | +232+2.0% | Added |
| Spinnaker Trust | 11,633 | $608.3K | 0.04% | −700−5.7% | Reduced |
| Paragon Financial Partners, Inc. | 11,614 | $607.3K | 0.46% | −10,364−47.2% | Reduced |
| NorthStar Asset Management LLC | 11,611 | $607.1K | 0.39% | +212+1.9% | Added |
| L.M. Kohn & Company | 11,588 | $605.9K | 0.16% | +846+7.9% | Added |
| Red Door Wealth Management, LLC | 11,586 | $605.8K | 0.09% | −12−0.1% | Reduced |
| Patriot Investment Management Inc. | 11,576 | $605.3K | 0.05% | +338+3.0% | Added |
| Wealthstar Advisors, LLC | 11,536 | $603.2K | 0.26% | +11,536 | New |
| Romano Brothers and Company | 11,528 | $602.8K | 0.08% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 11,509 | $602.0K | 0.13% | +142+1.2% | Added |
| Catalyst Financial Partners LLC | 11,484 | $600.5K | 0.11% | +244+2.2% | Added |
| Cape Investment Advisory, Inc. | 11,433 | $597.8K | 0.23% | +171+1.5% | Added |
| JT Stratford LLC | 11,396 | $595.9K | 0.10% | −63−0.5% | Reduced |
| Lake Street Advisors Group, LLC | 11,167 | $595.4K | 0.03% | +292+2.7% | Added |
| Garden State Investment Advisory Services LLC | 11,364 | $594.7K | 0.18% | −877−7.2% | Reduced |
| Silver Oak Securities, Inc | 11,413 | $594.4K | 0.06% | −955−7.7% | Reduced |
| Axis Wealth Partners, LLC | 11,336 | $592.7K | 0.50% | +11,336 | New |
| Ariadne Wealth Management, LP | 10,974 | $590.8K | 0.27% | +4,220+62.5% | Added |
| Patton Albertson Miller Group, LLC | 11,293 | $590.5K | 0.08% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,285 | $590.1K | 0.05% | −1,053−8.5% | Reduced |
| Silver Coast Investments LLC | 11,215 | $586.4K | 0.22% | −4,145−27.0% | Reduced |
| PBMares Wealth Management LLC | 11,215 | $586.4K | 0.12% | −133−1.2% | Reduced |
| Two Sigma Securities, LLC | 11,211 | $586.2K | 0.11% | +4,011+55.7% | Added |
| Nations Financial Group Inc, | 11,210 | $586.2K | 0.04% | −3,972−26.2% | Reduced |
| Advisory Alpha, LLC | 11,205 | $586.0K | 0.02% | −310−2.7% | Reduced |
| Waddell & Associates, LLC | 11,184 | $584.8K | 0.06% | +11,184 | New |
| Argyle Capital Partners, LLC | 11,147 | $582.9K | 0.50% | +11,147 | New |
| Hazlett, Burt & Watson, Inc. | 11,142 | $582.0K | 0.26% | +50.0% | Added |
| Westwood Holdings Group Inc. | 11,129 | $581.9K | 0.00% | −1,147−9.3% | Reduced |
| Loudon Investment Management, LLC | 11,117 | $581.3K | 0.33% | 00.0% | Unchanged |
| Golden State Equity Partners | 11,086 | $579.7K | 0.11% | −336−2.9% | Reduced |
| DRW Securities, LLC | 11,078 | $578.1K | 0.04% | +11,078 | New |
| Carolinas Wealth Consulting LLC | 10,814 | $576.4K | 0.11% | −167−1.5% | Reduced |
| Wealth Group, Ltd. | 11,019 | $576.0K | 0.37% | +366+3.4% | Added |
| Secure Asset Management, LLC | 11,012 | $575.8K | 0.09% | +1,292+13.3% | Added |
| Parcion Private Wealth LLC | 11,000 | $575.2K | 0.04% | 00.0% | Unchanged |
| Sowa Financial Group, Inc. | 11,002 | $575.0K | 0.36% | −6−0.1% | Reduced |
| Cross Staff Investments Inc | 10,970 | $573.6K | 0.43% | −421−3.7% | Reduced |
| Wellington Shields Capital Management, LLC | 10,955 | $572.8K | 0.10% | +301+2.8% | Added |
| Patron Partners Advisors, LLC | 10,892 | $569.5K | 0.31% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 10,876 | $569.3K | 0.13% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 10,872 | $568.5K | 0.02% | +55+0.5% | Added |
| TFC Financial Management | 10,848 | $567.2K | 0.09% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10,843 | $567.0K | 0.06% | −2,471−18.6% | Reduced |
| Meritage Portfolio Management | 10,838 | $566.7K | 0.04% | +365+3.5% | Added |
| Perritt Capital Management Inc | 10,814 | $565.5K | 0.29% | +30+0.3% | Added |
| Essex Savings Bank | 10,770 | $563.2K | 0.14% | +204+1.9% | Added |
| Virtus Investment Advisers, Inc. | 10,760 | $562.6K | 0.44% | +5,310+97.4% | Added |
| Apexium Financial, LP | 10,736 | $561.4K | 0.03% | +10,736 | New |
| Titleist Asset Management, LLC | 10,723 | $560.7K | 0.06% | +1,729+19.2% | Added |
| St. Louis Trust Co | 10,700 | $559.5K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $559.0K | 0.00% | 00.0% | Unchanged |
| Wealth Architects, LLC | 10,686 | $558.8K | 0.06% | −145−1.3% | Reduced |
| Callan Family Office, LLC | 10,681 | $558.5K | 0.04% | +6,560+159.2% | Added |
| Siemens Fonds Invest GmbH | 10,656 | $555.0K | 0.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 10,606 | $554.6K | 0.05% | +931+9.6% | Added |
| Brown Miller Wealth Management, LLC | 10,600 | $554.3K | 0.21% | −298−2.7% | Reduced |
| TFB Advisors LLC | 10,576 | $553.0K | 0.16% | +522+5.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 10,560 | $552.2K | 0.14% | +438+4.3% | Added |
| Procyon Private Wealth Partners, LLC | 10,560 | $552.2K | 0.04% | +128+1.2% | Added |
| Avestar Capital, LLC | 10,546 | $552.0K | 0.05% | +923+9.6% | Added |
| Fishman Jay A Ltd | 10,555 | $551.9K | 0.05% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 10,553 | $551.8K | 0.36% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 10,543 | $551.3K | 0.03% | −321−3.0% | Reduced |
| Oakworth Capital, Inc. | 10,537 | $551.0K | 0.04% | +108+1.0% | Added |
| Johnson & White Wealth Management, LLC | 10,456 | $549.0K | 0.33% | +18+0.2% | Added |
| LifeWealth Investments, LLC | 10,490 | $548.5K | 0.36% | +10,490 | New |
| City State Bank | 10,468 | $547.4K | 0.19% | −269−2.5% | Reduced |
| Simon Quick Advisors, LLC | 10,433 | $545.5K | 0.03% | +2,148+25.9% | Added |
| Wealth Quarterback LLC | 10,418 | $544.8K | 0.26% | +49+0.5% | Added |
| Balentine LLC | 10,409 | $544.3K | 0.02% | −1,850−15.1% | Reduced |
| Sargent Investment Group, LLC | 10,699 | $544.0K | 0.09% | +10,699 | New |
| Teamwork Financial Advisors, LLC | 10,401 | $543.9K | 0.07% | +139+1.4% | Added |
| Advisor OS, LLC | 10,400 | $543.8K | 0.06% | +264+2.6% | Added |
| Smith Anglin Financial, LLC | 10,395 | $543.6K | 0.05% | +2,752+36.0% | Added |
| Rodgers Brothers Inc. | 10,381 | $542.8K | 0.07% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 103,768 | $542.6K | 0.42% | +103,768 | New |
| Monarch Capital Management Inc | 10,187 | $542.2K | 0.15% | 00.0% | Unchanged |
| Chicago Trust Co NA | 10,365 | $542.0K | 0.10% | +5,528+114.3% | Added |
| MOKAN Wealth Management Inc. | 10,290 | $537.9K | 0.34% | +10,290 | New |
| McElhenny Sheffield Capital Management, LLC | 10,261 | $536.5K | 0.18% | +1,547+17.8% | Added |
| Foster Group, Inc. | 10,245 | $535.7K | 0.02% | +456+4.7% | Added |
| Bangor Savings Bank | 10,228 | $534.8K | 0.05% | −1,307−11.3% | Reduced |
| MidWestOne Financial Group, Inc. | 10,219 | $534.4K | 0.08% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 10,214 | $534.1K | 0.38% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 10,205 | $533.6K | 0.18% | +1,391+15.8% | Added |
| Everstar Asset Management, LLC | 10,186 | $532.6K | 0.38% | −3,798−27.2% | Reduced |
| Tradewinds, LLC. | 9,900 | $532.5K | 0.15% | +998+11.2% | Added |
| Jackson Hole Capital Partners, LLC | 10,139 | $530.2K | 0.11% | +556+5.8% | Added |
| Empower Advisory Group, LLC | 10,128 | $529.6K | 0.00% | −2,106−17.2% | Reduced |