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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 144,956 | $7.58M | 0.08% | +7,498+5.5% | Added |
| Snowden Capital Advisors LLC | 139,065 | $7.41M | 0.23% | −44,976−24.4% | Reduced |
| CIBC World Markets Inc. | 140,753 | $7.36M | 0.02% | −145,105−50.8% | Reduced |
| KBC Group NV | 140,591 | $7.35M | 0.02% | +4,211+3.1% | Added |
| Bard Financial Services, Inc. | 140,222 | $7.33M | 0.88% | −6,125−4.2% | Reduced |
| First National Trust Co | 138,911 | $7.26M | 0.27% | +7,988+6.1% | Added |
| Jain Global LLC | 137,685 | $7.20M | 0.22% | +137,685 | New |
| RSM US Wealth Management LLC | 136,987 | $7.14M | 0.10% | +60,369+78.8% | Added |
| Essential Planning, LLC. | 133,900 | $7.13M | 0.05% | +133,900 | New |
| MAI Capital Management | 135,814 | $7.10M | 0.05% | +42,310+45.2% | Added |
| First Manhattan Co | 119,739 | $7.10M | 0.02% | +7,936+7.1% | Added |
| ARS Wealth Advisors Group, LLC | 134,984 | $7.06M | 0.97% | −564−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 134,304 | $7.02M | 0.19% | +65,848+96.2% | Added |
| Newport Trust Co | 133,453 | $6.98M | 0.02% | −20,546−13.3% | Reduced |
| Synovus Financial Corp | 130,827 | $6.84M | 0.09% | −3,022−2.3% | Reduced |
| Inlet Private Wealth, LLC | 129,899 | $6.79M | 1.80% | −2,934−2.2% | Reduced |
| Verition Fund Management LLC | 128,774 | $6.73M | 0.03% | +120,601+1,475.6% | Added |
| Keybank National Association | 127,817 | $6.68M | 0.03% | −4,826−3.6% | Reduced |
| Brown Brothers Harriman & Co | 126,639 | $6.62M | 0.05% | +3,617+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 125,871 | $6.58M | 0.06% | +21,281+20.3% | Added |
| CX Institutional | 125,488 | $6.56M | 0.26% | +22,506+21.9% | Added |
| KWMG, LLC | 125,199 | $6.55M | 0.67% | −1,911−1.5% | Reduced |
| Schwerin Boyle Capital Management Inc | 124,715 | $6.52M | 0.67% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 123,448 | $6.46M | 1.27% | +1,331+1.1% | Added |
| Kennon-Green & Company, LLC | 123,415 | $6.45M | 5.58% | −695−0.6% | Reduced |
| Heritage Trust Co | 122,744 | $6.42M | 0.76% | +122,744 | New |
| Capital Management Corp | 122,681 | $6.41M | 1.15% | +1,885+1.6% | Added |
| Stony Point Wealth Management Inc. | 120,018 | $6.28M | 2.49% | −5,790−4.6% | Reduced |
| Laurion Capital Management LP | 119,900 | $6.27M | 0.39% | −18,959−13.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 117,345 | $6.22M | 0.07% | +36,067+44.4% | Added |
| Brookstone Capital Management | 117,971 | $6.17M | 0.09% | +5,231+4.6% | Added |
| Commonwealth Retirement Investments LLC | 117,809 | $6.16M | 2.54% | −583−0.5% | Reduced |
| Cedar Wealth Management, LLC | 117,624 | $6.15M | 2.22% | −13,635−10.4% | Reduced |
| Mutual Advisors, LLC | 119,969 | $6.14M | 0.18% | −10,149−7.8% | Reduced |
| Kentucky Retirement Systems | 117,250 | $6.13M | 0.18% | −1,615−1.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 117,026 | $6.12M | 2.28% | +4,146+3.7% | Added |
| Sage Capital Advisors,llc | 116,167 | $6.07M | 1.58% | +1,989+1.7% | Added |
| Avantax Planning Partners, Inc. | 114,908 | $6.01M | 0.22% | +2,572+2.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 114,434 | $5.98M | 0.02% | −62,055−35.2% | Reduced |
| Central Trust Co | 112,967 | $5.91M | 0.14% | −20,041−15.1% | Reduced |
| Gateway Investment Advisers LLC | 112,570 | $5.89M | 0.07% | −962−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 111,544 | $5.83M | 0.12% | +35,983+47.6% | Added |
| Man Group plc | 111,398 | $5.83M | 0.02% | −4,315−3.7% | Reduced |
| Keystone Financial Planning, Inc. | 109,694 | $5.74M | 1.78% | −381−0.3% | Reduced |
| Atria Investments LLC | 109,565 | $5.73M | 0.07% | −1,716−1.5% | Reduced |
| Shilanski & Associates, Inc. | 108,228 | $5.72M | 1.84% | +1,473+1.4% | Added |
| CAPROCK Group, Inc. | 106,684 | $5.68M | 0.19% | +10,899+11.4% | Added |
| NEOS Investment Management LLC | 108,383 | $5.67M | 0.13% | +26,033+31.6% | Added |
| BBR Partners, LLC | 107,791 | $5.64M | 0.39% | −2,293−2.1% | Reduced |
| Eagle Global Advisors LLC | 107,716 | $5.63M | 0.23% | +92,012+585.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 107,385 | $5.62M | 0.21% | +2,960+2.8% | Added |
| Venture Visionary Partners LLC | 107,198 | $5.61M | 0.24% | +10,852+11.3% | Added |
| Octavia Wealth Advisors, LLC | 104,623 | $5.58M | 0.68% | +5,885+6.0% | Added |
| Summit Trail Advisors, LLC | 104,440 | $5.57M | 0.21% | −2,791−2.6% | Reduced |
| Nomura Holdings Inc | 104,950 | $5.49M | 0.03% | +75,979+262.3% | Added |
| Hartford Investment Management Co | 104,807 | $5.48M | 0.18% | −2,710−2.5% | Reduced |
| Butensky & Cohen Financial Security, Inc | 104,388 | $5.46M | 1.72% | −1,904−1.8% | Reduced |
| Symphony Financial, Ltd. Co. | 106,159 | $5.45M | 0.86% | −34,490−24.5% | Reduced |
| Savant Capital, LLC | 104,107 | $5.44M | 0.04% | +3,484+3.5% | Added |
| Kovitz Investment Group Partners, LLC | 103,968 | $5.44M | 0.03% | +2,998+3.0% | Added |
| Ar Asset Management Inc | 103,051 | $5.39M | 1.22% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 102,852 | $5.38M | 2.60% | +3,504+3.5% | Added |
| Woodline Partners LP | 101,781 | $5.32M | 0.04% | +101,781 | New |
| Boyer & Corporon Wealth Management, LLC | 101,281 | $5.30M | 1.89% | +101,281 | New |
| CCM Investment Group, LLC | 101,229 | $5.27M | 0.57% | +101,229 | New |
| Salomon & Ludwin, LLC | 100,204 | $5.24M | 0.56% | −277−0.3% | Reduced |
| Altrius Capital Management Inc | 100,132 | $5.24M | 1.41% | −1,533−1.5% | Reduced |
| Callodine Capital Management, LP | 100,000 | $5.23M | 1.08% | −39,075−28.1% | Reduced |
| Rbo & Co LLC | 99,473 | $5.20M | 0.85% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 98,324 | $5.14M | 0.12% | −330.0% | Reduced |
| Sowell Financial Services LLC | 98,194 | $5.13M | 0.27% | +1,441+1.5% | Added |
| Atlantic Union Bankshares Corp | 98,096 | $5.13M | 0.30% | +10,287+11.7% | Added |
| Apollon Wealth Management, LLC | 97,164 | $5.08M | 0.12% | +12,307+14.5% | Added |
| Equitable Holdings, Inc. | 96,785 | $5.06M | 0.05% | +150.0% | Added |
| Algert Global LLC | 96,405 | $5.04M | 0.12% | +96,405 | New |
| Financial Security Advisor, Inc. | 96,296 | $5.04M | 1.28% | +4,389+4.8% | Added |
| Convergence Investment Partners, LLC | 95,244 | $4.98M | 1.11% | +17,985+23.3% | Added |
| Allworth Financial LP | 97,963 | $4.98M | 0.03% | +46,670+91.0% | Added |
| Whittier Trust Co | 94,807 | $4.96M | 0.07% | +336+0.4% | Added |
| Premier Fund Managers Ltd | 95,000 | $4.95M | 0.18% | +95,000 | New |
| Edmp, Inc. | 93,058 | $4.87M | 4.62% | +411+0.4% | Added |
| Beacon Financial Group | 93,027 | $4.86M | 0.52% | −902−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 92,801 | $4.85M | 0.06% | +4,701+5.3% | Added |
| Grassi Investment Management | 92,786 | $4.85M | 0.41% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 92,651 | $4.84M | 0.08% | −110−0.1% | Reduced |
| Massmutual Trust Co FSB | 91,765 | $4.80M | 0.13% | +2,948+3.3% | Added |
| Financial Sense Advisors, Inc. | 91,624 | $4.79M | 1.61% | +31,146+51.5% | Added |
| Louisiana State Employees Retirement System | 91,200 | $4.77M | 0.09% | −4,900−5.1% | Reduced |
| Securian Asset Management, Inc | 91,088 | $4.76M | 0.14% | −3,279−3.5% | Reduced |
| Maryland State Retirement & Pension System | 90,864 | $4.75M | 0.10% | −8,258−8.3% | Reduced |
| Bryn Mawr Trust Co | 90,168 | $4.71M | 0.08% | +407+0.5% | Added |
| Cornerstone Wealth Group, LLC | 90,126 | $4.71M | 0.39% | +2,431+2.8% | Added |
| Heritage Wealth Advisors | 89,556 | $4.68M | 0.23% | −1,356−1.5% | Reduced |
| LVM Capital Management Ltd | 89,414 | $4.67M | 0.50% | −3,591−3.9% | Reduced |
| Meyer Handelman Co | 89,132 | $4.66M | 0.16% | −3,350−3.6% | Reduced |
| Scotia Capital Inc. | 89,035 | $4.66M | 0.02% | −7,335−7.6% | Reduced |
| Tyche Wealth Partners LLC | 88,471 | $4.63M | 0.98% | −1,706−1.9% | Reduced |
| Level Four Advisory Services, LLC | 88,272 | $4.62M | 0.19% | −3,475−3.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 88,237 | $4.61M | 0.21% | +5,949+7.2% | Added |
| Ascent Group, LLC | 88,186 | $4.61M | 0.35% | +3,282+3.9% | Added |