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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 281,307 | $14.7M | 0.16% | −2,900−1.0% | Reduced |
| Trexquant Investment LP | 275,855 | $14.4M | 0.17% | +275,855 | New |
| Artemis Investment Management LLP | 274,287 | $14.3M | 0.20% | +16,376+6.3% | Added |
| Adams Asset Advisors, LLC | 272,452 | $14.2M | 1.83% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 270,494 | $14.1M | 1.54% | +6,462+2.4% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 269,826 | $14.1M | 0.16% | −19,272−6.7% | Reduced |
| GWM Advisors LLC | 267,165 | $14.0M | 0.08% | +28,991+12.2% | Added |
| SBI Securities Co., Ltd. | 265,738 | $13.9M | 0.43% | +265,738 | New |
| Avantax Advisory Services, Inc. | 263,241 | $13.8M | 0.09% | +11,756+4.7% | Added |
| Wellington Management Group LLP | 263,131 | $13.8M | 0.00% | +36,167+15.9% | Added |
| Foundations Investment Advisors, LLC | 258,610 | $13.5M | 0.26% | +34,434+15.4% | Added |
| CIBC Private Wealth Group, LLC | 260,526 | $13.4M | 0.02% | −30,166−10.4% | Reduced |
| ING Groep NV | 251,063 | $13.1M | 0.09% | +122,772+95.7% | Added |
| Panagora Asset Management Inc | 249,519 | $13.0M | 0.06% | −244,541−49.5% | Reduced |
| Churchill Management Corp | 248,864 | $13.0M | 0.14% | +6,193+2.6% | Added |
| ProShare Advisors LLC | 248,113 | $13.0M | 0.03% | +30,668+14.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 246,966 | $12.9M | 0.13% | +246,966 | New |
| Brown Advisory Inc | 241,228 | $12.6M | 0.02% | +1,432+0.6% | Added |
| CWA Asset Management Group, LLC | 240,454 | $12.6M | 0.63% | +12,011+5.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 235,769 | $12.3M | 0.13% | +12,844+5.8% | Added |
| Aptus Capital Advisors, LLC | 234,056 | $12.3M | 0.15% | +37,213+18.9% | Added |
| NorthRock Partners, LLC | 228,872 | $12.2M | 0.40% | −9,358−3.9% | Reduced |
| Public Employees Retirement Association of Colorado | 231,808 | $12.1M | 0.05% | −4,968−2.1% | Reduced |
| Daiwa Securities Group Inc. | 231,800 | $12.1M | 0.05% | +13,715+6.3% | Added |
| GQG Partners LLC | 226,748 | $11.9M | 0.02% | +226,748 | New |
| Philip James Wealth Mangement, LLC | 226,217 | $11.8M | 1.53% | −1,697−0.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 224,556 | $11.7M | 0.16% | +917+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 223,669 | $11.7M | 0.01% | +12,480+5.9% | Added |
| New York Life Investment Management LLC | 221,461 | $11.6M | 0.11% | +424+0.2% | Added |
| Benedict Financial Advisors Inc | 221,339 | $11.6M | 2.81% | +699+0.3% | Added |
| Oppenheimer & Co Inc | 219,881 | $11.5M | 0.17% | +10,365+4.9% | Added |
| Hirtle Callaghan & Co LLC | 218,630 | $11.4M | 0.48% | 00.0% | Unchanged |
| South Dakota Investment Council | 214,521 | $11.2M | 0.22% | −4,800−2.2% | Reduced |
| Systematic Alpha Investments, LLC | 212,638 | $11.1M | 0.41% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 211,675 | $11.1M | 0.07% | −1,792−0.8% | Reduced |
| Public Sector Pension Investment Board | 210,283 | $11.0M | 0.05% | +137,453+188.7% | Added |
| Pinnacle Financial Partners Inc | 208,084 | $10.9M | 0.22% | +2,764+1.3% | Added |
| Wealthfront Advisers LLC | 206,926 | $10.8M | 0.03% | +37,612+22.2% | Added |
| Crossmark Global Holdings, Inc. | 206,886 | $10.8M | 0.20% | +5,707+2.8% | Added |
| Atria Wealth Solutions, Inc. | 204,754 | $10.8M | 0.12% | +28,555+16.2% | Added |
| Mutual of America Capital Management LLC | 202,746 | $10.6M | 0.11% | −7,076−3.4% | Reduced |
| Xponance, Inc. | 202,367 | $10.6M | 0.10% | −2,839−1.4% | Reduced |
| Intact Investment Management Inc. | 202,100 | $10.6M | 0.37% | −55,800−21.6% | Reduced |
| Gotham Asset Management, LLC | 200,460 | $10.5M | 0.10% | −27,181−11.9% | Reduced |
| TD Waterhouse Canada Inc. | 198,351 | $10.4M | 0.08% | +59,166+42.5% | Added |
| Guggenheim Capital LLC | 198,326 | $10.4M | 0.09% | −8,367−4.0% | Reduced |
| Toroso Investments, LLC | 197,341 | $10.3M | 0.08% | −21,462−9.8% | Reduced |
| Jones Financial Companies LLLP | 195,260 | $10.2M | 0.01% | +82,313+72.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 193,878 | $10.1M | 1.12% | 00.0% | Unchanged |
| JustInvest LLC | 192,155 | $10.0M | 0.15% | +11,993+6.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 190,563 | $9.96M | 1.68% | −1,051−0.5% | Reduced |
| Standard Life Aberdeen plc | 191,076 | $9.91M | 0.02% | −30,588−13.8% | Reduced |
| Colony Group, LLC | 186,384 | $9.81M | 0.03% | +78,438+72.7% | Added |
| New Age Alpha Advisors, LLC | 186,655 | $9.76M | 0.39% | +186,329+57,156.1% | Added |
| Centre Asset Management, LLC | 185,993 | $9.73M | 2.23% | −16,017−7.9% | Reduced |
| Vident Advisory, LLC | 185,625 | $9.71M | 0.17% | +3,044+1.7% | Added |
| Busey Wealth Management | 184,268 | $9.64M | 0.32% | +4,448+2.5% | Added |
| Blair William & Co | 183,443 | $9.59M | 0.03% | −2,671−1.4% | Reduced |
| Private Advisor Group, LLC | 181,325 | $9.48M | 0.05% | +5,958+3.4% | Added |
| Employees Retirement System of Texas | 180,394 | $9.43M | 0.08% | −1,439−0.8% | Reduced |
| Hennessy Advisors Inc | 180,100 | $9.42M | 0.28% | −6,500−3.5% | Reduced |
| Dean Investment Associates, LLC | 178,765 | $9.35M | 1.33% | −3,435−1.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 177,034 | $9.26M | 0.63% | +6,031+3.5% | Added |
| Regal Investment Advisors LLC | 176,715 | $9.24M | 0.69% | +4,917+2.9% | Added |
| Kestra Private Wealth Services, LLC | 175,653 | $9.18M | 0.16% | −24,713−12.3% | Reduced |
| Pathstone Holdings, LLC | 175,128 | $9.18M | 0.04% | +13,067+8.1% | Added |
| Visionary Wealth Advisors | 174,742 | $9.14M | 0.54% | +631+0.4% | Added |
| Advisory Services Network, LLC | 174,410 | $9.12M | 0.17% | +12,022+7.4% | Added |
| Two Sigma Advisers, LP | 170,900 | $8.94M | 0.02% | −282,000−62.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 170,046 | $8.89M | 0.04% | +170,046 | New |
| Beacon Pointe Advisors, LLC | 168,651 | $8.82M | 0.10% | −6,444−3.7% | Reduced |
| Johnson Financial Group, Inc. | 168,666 | $8.81M | 0.42% | +14,644+9.5% | Added |
| Steel Peak Wealth Management LLC | 162,559 | $8.66M | 0.36% | −23,352−12.6% | Reduced |
| Tectonic Advisors LLC | 163,357 | $8.54M | 0.56% | +16,051+10.9% | Added |
| AlTi Global, Inc. | 162,347 | $8.47M | 0.20% | −17,668−9.8% | Reduced |
| Mizuho Securities USA LLC | 160,630 | $8.40M | 0.15% | +49,990+45.2% | Added |
| Glenmede Trust Co NA | 160,606 | $8.40M | 0.04% | −12,573−7.3% | Reduced |
| Two Sigma Investments, LP | 159,949 | $8.36M | 0.02% | −851,827−84.2% | Reduced |
| Old National Bancorp | 158,633 | $8.29M | 0.20% | −14,006−8.1% | Reduced |
| Kingsview Wealth Management, LLC | 158,111 | $8.27M | 0.16% | +25,192+19.0% | Added |
| Ritholtz Wealth Management | 157,014 | $8.21M | 0.24% | +7,089+4.7% | Added |
| Northern Oak Wealth Management Inc | 156,802 | $8.20M | 1.04% | −12,635−7.5% | Reduced |
| Change Path, LLC | 155,564 | $8.13M | 0.25% | +33,724+27.7% | Added |
| Viking Fund Management LLC | 155,250 | $8.12M | 1.26% | 00.0% | Unchanged |
| Independent Advisor Alliance | 154,447 | $8.08M | 0.11% | +12,789+9.0% | Added |
| Clear Street Markets LLC | 154,400 | $8.07M | 3.01% | −59,600−27.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 151,786 | $7.94M | 0.25% | −121,214−44.4% | Reduced |
| Auxier Asset Management | 150,986 | $7.90M | 1.22% | −1,508−1.0% | Reduced |
| Stephens Inc | 150,714 | $7.88M | 0.11% | −2,415−1.6% | Reduced |
| Quantinno Capital Management LP | 150,445 | $7.87M | 0.08% | +37,858+33.6% | Added |
| Longfellow Investment Management Co LLC | 150,155 | $7.85M | 2.02% | +23,505+18.6% | Added |
| Yousif Capital Management, LLC | 149,818 | $7.83M | 0.09% | −7,209−4.6% | Reduced |
| Fred Alger Management, LLC | 145,129 | $7.74M | 0.04% | +60,266+71.0% | Added |
| Cresset Asset Management, LLC | 145,547 | $7.73M | 0.04% | −159,887−52.3% | Reduced |
| Great Valley Advisor Group, Inc. | 147,236 | $7.70M | 0.17% | −4,536−3.0% | Reduced |
| Rafferty Asset Management, LLC | 147,109 | $7.69M | 0.03% | +15,411+11.7% | Added |
| Huntington National Bank | 146,749 | $7.67M | 0.05% | −5,870−3.8% | Reduced |
| Windle Wealth, LLC | 146,239 | $7.65M | 4.23% | +1,059+0.7% | Added |
| Oregon Public Employees Retirement Fund | 145,299 | $7.60M | 0.14% | −762−0.5% | Reduced |
| Brinker Capital Investments, LLC | 144,956 | $7.58M | 0.08% | +7,498+5.5% | Added |