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 |
|---|---|---|---|---|---|
| Howard Capital Management Inc. | 87,911 | $4.60M | 0.07% | +1,488+1.7% | Added |
| Concurrent Investment Advisors, LLC | 86,942 | $4.55M | 0.12% | +3,036+3.6% | Added |
| Baugh & Associates, LLC | 89,550 | $4.53M | 2.35% | −20.0% | Reduced |
| Coston, McIsaac & Partners | 86,713 | $4.53M | 1.34% | −11,402−11.6% | Reduced |
| HB Wealth Management, LLC | 86,393 | $4.52M | 0.05% | +4,652+5.7% | Added |
| Park Circle Co | 86,050 | $4.50M | 4.09% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 85,803 | $4.49M | 0.05% | +11,214+15.0% | Added |
| DoubleLine ETF Adviser LP | 85,105 | $4.45M | 1.20% | +2,184+2.6% | Added |
| MainStreet Investment Advisors LLC | 84,735 | $4.43M | 0.62% | −1,681−1.9% | Reduced |
| Sunbelt Securities, Inc. | 84,826 | $4.42M | 0.39% | +18,448+27.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 83,897 | $4.39M | 0.38% | +220+0.3% | Added |
| Good Life Advisors, LLC | 83,270 | $4.35M | 0.32% | −1,375−1.6% | Reduced |
| Principal Securities, Inc. | 83,134 | $4.35M | 0.10% | +12,839+18.3% | Added |
| Cornerstone Advisors, LLC | 83,100 | $4.35M | 0.17% | +2,300+2.8% | Added |
| CFM Wealth Partners LLC | 82,341 | $4.31M | 0.73% | +470+0.6% | Added |
| Arkadios Wealth Advisors | 82,334 | $4.31M | 0.23% | +158+0.2% | Added |
| Johnson Investment Counsel Inc | 81,721 | $4.27M | 0.04% | +1,412+1.8% | Added |
| First Citizens Bank & Trust Co | 81,708 | $4.27M | 0.08% | −67,106−45.1% | Reduced |
| New Mexico Educational Retirement Board | 81,395 | $4.26M | 0.14% | −2,600−3.1% | Reduced |
| Prospera Financial Services Inc | 81,282 | $4.25M | 0.10% | +2,133+2.7% | Added |
| Hantz Financial Services, Inc. | 81,216 | $4.25M | 0.07% | −2,928−3.5% | Reduced |
| EP Wealth Advisors, LLC | 80,315 | $4.20M | 0.03% | −804−1.0% | Reduced |
| Hollencrest Capital Management | 80,313 | $4.20M | 0.17% | +2,878+3.7% | Added |
| Merit Financial Group, LLC | 80,197 | $4.19M | 0.08% | +6,114+8.3% | Added |
| Investmark Advisory Group LLC | 80,051 | $4.19M | 2.05% | +2,346+3.0% | Added |
| Tyler-Stone Wealth Management | 78,986 | $4.13M | 0.73% | +6,282+8.6% | Added |
| Whittier Trust Co of Nevada Inc | 78,817 | $4.12M | 0.10% | −1,491−1.9% | Reduced |
| Norinchukin Bank, The | 78,767 | $4.12M | 0.09% | +7,252+10.1% | Added |
| Federation des caisses Desjardins du Quebec | 77,907 | $4.07M | 0.02% | +6,713+9.4% | Added |
| Waterloo Capital, L.P. | 77,677 | $4.06M | 0.43% | +2,884+3.9% | Added |
| Highland Capital Management, LLC | 76,496 | $4.00M | 0.23% | −1,517−1.9% | Reduced |
| Janus Henderson Group PLC | 76,099 | $3.98M | 0.00% | +3,883+5.4% | Added |
| Global Retirement Partners, LLC | 75,988 | $3.97M | 0.11% | −36,250−32.3% | Reduced |
| Sequoia Financial Advisors, LLC | 75,720 | $3.96M | 0.04% | +33,457+79.2% | Added |
| HighPoint Advisor Group LLC | 73,255 | $3.94M | 0.21% | −16,531−18.4% | Reduced |
| Mayflower Financial Advisors, LLC | 75,440 | $3.94M | 0.59% | +8,166+12.1% | Added |
| Clifford Swan Investment Counsel LLC | 75,155 | $3.93M | 0.14% | −2,200−2.8% | Reduced |
| Stock Yards Bank & Trust Co | 74,415 | $3.89M | 0.13% | −8,030−9.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 74,058 | $3.87M | 0.31% | +505+0.7% | Added |
| Denali Advisors LLC | 73,610 | $3.85M | 0.40% | +73,610 | New |
| Freestone Capital Holdings, LLC | 73,429 | $3.84M | 0.13% | +572+0.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 73,132 | $3.82M | 0.26% | +4,488+6.5% | Added |
| Fifth Third Bancorp | 72,557 | $3.79M | 0.01% | −2,518−3.4% | Reduced |
| Park Avenue Securities LLC | 72,499 | $3.79M | 0.04% | +9,456+15.0% | Added |
| Community Bank & Trust, Waco, Texas | 71,946 | $3.76M | 0.87% | +3,128+4.5% | Added |
| Fisher Asset Management, LLC | 71,875 | $3.76M | 0.00% | +9,520+15.3% | Added |
| LVW Advisors, LLC | 71,771 | $3.75M | 0.46% | −1,722−2.3% | Reduced |
| Dynamic Advisor Solutions LLC | 71,595 | $3.74M | 0.16% | +191+0.3% | Added |
| Slagle Financial, LLC | 71,330 | $3.73M | 1.68% | +5,104+7.7% | Added |
| CoreCap Advisors, LLC | 71,002 | $3.71M | 0.17% | +10,173+16.7% | Added |
| Agf Management Ltd | 70,790 | $3.70M | 0.02% | +44,779+172.2% | Added |
| GLOBALT Investments LLC | 70,335 | $3.68M | 0.14% | −855−1.2% | Reduced |
| Fernwood Investment Management, LLC | 69,357 | $3.63M | 1.26% | −536−0.8% | Reduced |
| Torray LLC | 69,054 | $3.61M | 0.52% | −178−0.3% | Reduced |
| Sigma Planning Corp | 67,813 | $3.55M | 0.11% | −8,388−11.0% | Reduced |
| Verdence Capital Advisors LLC | 67,548 | $3.53M | 0.28% | −8,745−11.5% | Reduced |
| Regions Financial Corp | 67,444 | $3.53M | 0.03% | −17,680−20.8% | Reduced |
| Frank, Rimerman Advisors LLC | 67,331 | $3.52M | 0.26% | +6,484+10.7% | Added |
| Clark Estates Inc | 67,060 | $3.51M | 0.68% | −8,090−10.8% | Reduced |
| Founders Financial Alliance, LLC | 66,717 | $3.49M | 0.96% | +599+0.9% | Added |
| Redwood Investment Management, LLC | 66,276 | $3.47M | 0.34% | +27,480+70.8% | Added |
| Aviva PLC | 66,270 | $3.47M | 0.01% | −172−0.3% | Reduced |
| Stokes Family Office, LLC | 66,136 | $3.46M | 0.37% | +2,948+4.7% | Added |
| Empirical Finance, LLC | 65,802 | $3.44M | 0.20% | +11,019+20.1% | Added |
| Accurate Wealth Management, LLC | 67,241 | $3.42M | 0.66% | −10,317−13.3% | Reduced |
| Cypress Capital Group | 65,216 | $3.41M | 0.42% | −7,622−10.5% | Reduced |
| Hancock Whitney Corp | 65,105 | $3.40M | 0.11% | +4,275+7.0% | Added |
| 3Chopt Investment Partners, LLC | 63,779 | $3.40M | 1.17% | −244−0.4% | Reduced |
| Entropy Technologies, LP | 64,770 | $3.39M | 0.35% | +64,770 | New |
| Bessemer Group Inc | 64,649 | $3.38M | 0.01% | −2,277−3.4% | Reduced |
| WBI Investments | 64,505 | $3.37M | 0.84% | −148−0.2% | Reduced |
| Citizens National Bank Trust Department | 64,086 | $3.35M | 0.71% | −1,500−2.3% | Reduced |
| Belpointe Asset Management LLC | 62,260 | $3.35M | 0.20% | −6,424−9.4% | Reduced |
| Bokf, NA | 65,797 | $3.35M | 0.06% | +2,802+4.4% | Added |
| Vontobel Holding Ltd. | 63,975 | $3.35M | 0.01% | −3,035−4.5% | Reduced |
| Alaska Permanent Fund Corp | 63,927 | $3.34M | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 63,903 | $3.34M | 0.06% | −6,156−8.8% | Reduced |
| PFG Investments, LLC | 63,507 | $3.32M | 0.21% | +2,305+3.8% | Added |
| Horizon Kinetics Asset Management LLC | 63,197 | $3.30M | 0.04% | −470−0.7% | Reduced |
| Capital Square, LLC | 62,954 | $3.28M | 1.86% | +3,908+6.6% | Added |
| Wealthspire Advisors, LLC | 62,592 | $3.27M | 0.03% | +3,370+5.7% | Added |
| KPP Advisory Services LLC | 62,573 | $3.27M | 0.77% | +2,662+4.4% | Added |
| National Asset Management, Inc. | 61,229 | $3.26M | 0.11% | −3,366−5.2% | Reduced |
| Diversify Advisory Services, LLC | 64,044 | $3.26M | 0.18% | −1,205−1.8% | Reduced |
| Texas Yale Capital Corp. | 61,973 | $3.24M | 0.13% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 61,816 | $3.23M | 0.01% | +292+0.5% | Added |
| FineMark National Bank & Trust | 61,405 | $3.21M | 0.11% | −1,037−1.7% | Reduced |
| Bridges Investment Management Inc | 61,342 | $3.21M | 0.04% | −114−0.2% | Reduced |
| Marcum Wealth, LLC | 60,763 | $3.18M | 0.28% | +3,969+7.0% | Added |
| Bellecapital International Ltd. | 60,578 | $3.17M | 0.56% | +26,147+75.9% | Added |
| HBW Advisory Services LLC | 60,504 | $3.16M | 0.47% | +1,059+1.8% | Added |
| Groupama Asset Managment | 59,708 | $3.11M | 0.06% | +704+1.2% | Added |
| Peapack Gladstone Financial Corp | 59,414 | $3.11M | 0.05% | −4,292−6.7% | Reduced |
| United Capital Financial Advisers, LLC | 59,207 | $3.10M | 0.03% | +377+0.6% | Added |
| Sagespring Wealth Partners, LLC | 59,108 | $3.09M | 0.08% | +59,108 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 58,890 | $3.08M | 2.30% | +54+0.1% | Added |
| Stratos Wealth Partners, LTD. | 58,801 | $3.07M | 0.04% | +1,244+2.2% | Added |
| Ridgepath Capital Management LLC | 58,609 | $3.06M | 1.41% | −267−0.5% | Reduced |
| Buckingham Strategic Partners | 58,564 | $3.06M | 0.05% | +31,647+117.6% | Added |
| Mechanics Bank Trust Department | 58,368 | $3.05M | 0.41% | −300−0.5% | Reduced |