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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 58,110 | $3.04M | 0.10% | −1,420−2.4% | Reduced |
| Alta Capital Management LLC | 57,216 | $2.99M | 0.18% | +3,855+7.2% | Added |
| Krilogy Financial LLC | 57,150 | $2.99M | 0.20% | −24,823−30.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 57,127 | $2.99M | 0.01% | −4,405−7.2% | Reduced |
| Prosperitas Financial LLC | 56,938 | $2.98M | 1.51% | +4,916+9.4% | Added |
| Independent Solutions Wealth Management, LLC | 56,436 | $2.95M | 0.65% | +3,234+6.1% | Added |
| Sapient Capital LLC | 55,303 | $2.95M | 0.06% | −19,237−25.8% | Reduced |
| Strategic Investment Advisors | 56,290 | $2.94M | 0.31% | −160.0% | Reduced |
| Haverford Trust Co | 56,190 | $2.94M | 0.03% | −2,257−3.9% | Reduced |
| Clearstead Advisors, LLC | 56,104 | $2.94M | 0.04% | −2,397−4.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 55,455 | $2.90M | 0.06% | +3,614+7.0% | Added |
| Hilltop Holdings Inc. | 54,868 | $2.87M | 0.18% | +1,700+3.2% | Added |
| Strategy Asset Managers LLC | 54,866 | $2.87M | 0.56% | −220.0% | Reduced |
| Csenge Advisory Group | 54,684 | $2.86M | 0.16% | +12,320+29.1% | Added |
| Argent Trust Co | 54,616 | $2.86M | 0.12% | −281−0.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 53,519 | $2.85M | 0.18% | −1,316−2.4% | Reduced |
| Verus Capital Partners, LLC | 54,341 | $2.85M | 0.27% | +2,249+4.3% | Added |
| Baldwin Brothers Inc | 54,366 | $2.84M | 0.20% | −3,557−6.1% | Reduced |
| Independence Bank of Kentucky | 53,892 | $2.82M | 0.43% | +9,882+22.5% | Added |
| MONECO Advisors, LLC | 53,884 | $2.82M | 0.30% | +780+1.5% | Added |
| Resources Investment Advisors, LLC. | 53,718 | $2.81M | 0.03% | −1,667−3.0% | Reduced |
| Valley National Advisers Inc | 53,389 | $2.79M | 0.50% | −7,497−12.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 52,915 | $2.77M | 0.35% | +3,733+7.6% | Added |
| Verus Financial Partners, Inc. | 54,172 | $2.76M | 0.31% | +20.0% | Added |
| Cornerstone Wealth Management, LLC | 52,344 | $2.74M | 0.18% | +4,932+10.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 70,826 | $2.72M | 0.47% | +20,309+40.2% | Added |
| Diversified Trust Co | 51,856 | $2.71M | 0.07% | +39,465+318.5% | Added |
| Formidable Asset Management, LLC | 51,748 | $2.71M | 0.44% | −18,194−26.0% | Reduced |
| Perigon Wealth Management, LLC | 52,771 | $2.70M | 0.07% | +24,615+87.4% | Added |
| RKL Wealth Management LLC | 51,437 | $2.69M | 0.24% | +47,418+1,179.8% | Added |
| Leelyn Smith, LLC | 51,359 | $2.69M | 0.48% | −752−1.4% | Reduced |
| Contrarius Group Holdings Ltd | 51,251 | $2.68M | 0.16% | +51,251 | New |
| Cohen Klingenstein LLC | 51,203 | $2.68M | 0.09% | −245−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 50,997 | $2.67M | 0.08% | +165+0.3% | Added |
| Allstate Corp | 50,961 | $2.66M | 0.08% | +50,961 | New |
| Asset Planning,Inc | 50,782 | $2.66M | 2.02% | +50,782 | New |
| SeaCrest Wealth Management, LLC | 50,691 | $2.65M | 0.28% | +6,060+13.6% | Added |
| Pitcairn Co | 50,641 | $2.65M | 0.16% | +3,196+6.7% | Added |
| Harbour Investments, Inc. | 50,540 | $2.64M | 0.08% | +1,112+2.2% | Added |
| VELA Investment Management, LLC | 50,093 | $2.62M | 0.90% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 49,968 | $2.61M | 1.09% | −429−0.9% | Reduced |
| Kinloch Capital, LLC | 49,601 | $2.59M | 1.30% | +1,584+3.3% | Added |
| Parthenon LLC | 49,327 | $2.58M | 0.31% | 00.0% | Unchanged |
| Sage Advisors, LLC | 49,207 | $2.57M | 1.92% | +49,207 | New |
| Confluence Wealth Services, Inc. | 50,196 | $2.57M | 0.17% | +411+0.8% | Added |
| Pinnacle Associates Ltd | 48,884 | $2.56M | 0.03% | −5,607−10.3% | Reduced |
| NewEdge Wealth, LLC | 48,515 | $2.54M | 0.04% | +1,221+2.6% | Added |
| Benjamin Edwards Inc | 48,400 | $2.53M | 0.04% | −2,366−4.7% | Reduced |
| Promethium Advisors,llc | 47,459 | $2.53M | 1.73% | +6,274+15.2% | Added |
| LGT Fund Management Co Ltd. | 48,337 | $2.53M | 0.22% | +48,337 | New |
| Generali Asset Management SPA SGR | 48,253 | $2.52M | 0.06% | +48,253 | New |
| Personal Cfo Solutions, LLC | 48,210 | $2.52M | 0.50% | −1,756−3.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 47,879 | $2.50M | 0.49% | +935+2.0% | Added |
| Trust Co of Virginia | 47,795 | $2.50M | 0.23% | −1,176−2.4% | Reduced |
| Bollard Group LLC | 47,761 | $2.50M | 0.07% | +423+0.9% | Added |
| Metis Global Partners, LLC | 47,599 | $2.49M | 0.08% | +2,508+5.6% | Added |
| Ieq Capital, LLC | 47,597 | $2.49M | 0.02% | −27,608−36.7% | Reduced |
| Investment Management Corp of Ontario | 47,496 | $2.48M | 0.08% | −9,600−16.8% | Reduced |
| Associated Banc-Corp | 47,433 | $2.48M | 0.07% | +841+1.8% | Added |
| Wealthcare Advisory Partners LLC | 47,365 | $2.48M | 0.07% | −1,015−2.1% | Reduced |
| IHT Wealth Management, LLC | 47,339 | $2.48M | 0.08% | +5,307+12.6% | Added |
| Thrive Capital Management, LLC | 47,255 | $2.47M | 1.13% | +8,634+22.4% | Added |
| Stonegate Investment Group, LLC | 47,104 | $2.46M | 0.07% | +209+0.4% | Added |
| FNY Investment Advisers, LLC | 47,000 | $2.46M | 1.28% | −135,500−74.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 46,968 | $2.46M | 0.09% | +2,427+5.4% | Added |
| Ostrum Asset Management | 46,909 | $2.45M | 0.21% | −1,926−3.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 46,388 | $2.45M | 0.16% | −23,286−33.4% | Reduced |
| Hunter Associates Investment Management LLC | 46,758 | $2.44M | 0.37% | +54+0.1% | Added |
| Aua Capital Management, LLC | 46,409 | $2.43M | 1.56% | −45,960−49.8% | Reduced |
| HM Payson & Co | 46,122 | $2.41M | 0.04% | −1,452−3.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 45,214 | $2.41M | 0.09% | +9,789+27.6% | Added |
| Paradigm Financial Partners, LLC | 45,930 | $2.40M | 0.30% | −393−0.8% | Reduced |
| Parallel Advisors, LLC | 45,652 | $2.39M | 0.05% | +5,325+13.2% | Added |
| Hartford Financial Management Inc. | 45,642 | $2.39M | 0.49% | −170.0% | Reduced |
| Squarepoint Ops LLC | 45,538 | $2.38M | 0.01% | −27,748−37.9% | Reduced |
| Capital Investment Advisory Services, LLC | 45,407 | $2.37M | 0.23% | +2,327+5.4% | Added |
| Edgar Lomax Co | 45,340 | $2.37M | 0.15% | −1,100−2.4% | Reduced |
| Ceera Investments, LLC | 45,258 | $2.37M | 0.81% | −1,697−3.6% | Reduced |
| Heritage Investors Management Corp | 45,232 | $2.37M | 0.08% | −3,557−7.3% | Reduced |
| Silvercrest Asset Management Group LLC | 45,164 | $2.36M | 0.02% | −491−1.1% | Reduced |
| NBT Bank N A | 45,088 | $2.36M | 0.16% | −1,298−2.8% | Reduced |
| Moors & Cabot, Inc. | 44,907 | $2.35M | 0.11% | +2,069+4.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 44,787 | $2.34M | 0.06% | +5,720+14.6% | Added |
| We Are One Seven, LLC | 44,476 | $2.33M | 0.09% | +1,410+3.3% | Added |
| Simmons Bank | 44,171 | $2.31M | 0.17% | +1,791+4.2% | Added |
| Waters Parkerson & Co., LLC | 43,849 | $2.29M | 0.12% | −94−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 43,846 | $2.29M | 0.04% | +4,992+12.8% | Added |
| Buckhead Capital Management LLC | 43,674 | $2.28M | 0.73% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 43,616 | $2.28M | 0.45% | −279−0.6% | Reduced |
| Assenagon Asset Management S.A. | 43,363 | $2.27M | 0.00% | −1,700,080−97.5% | Reduced |
| Ameritas Advisory Services, LLC | 43,298 | $2.26M | 0.08% | −177−0.4% | Reduced |
| Trust Co of Vermont | 43,282 | $2.26M | 0.11% | +1,196+2.8% | Added |
| Disciplined Equity Management, Inc. | 42,935 | $2.25M | 1.45% | +130+0.3% | Added |
| Segall Bryant & Hamill, LLC | 42,763 | $2.24M | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 42,465 | $2.22M | 0.04% | +42,465 | New |
| Private Trust Co NA | 42,461 | $2.22M | 0.23% | −267−0.6% | Reduced |
| Sepio Capital, LP | 42,430 | $2.22M | 0.18% | −4,660−9.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 42,411 | $2.22M | 0.08% | +53+0.1% | Added |
| Valeo Financial Advisors, LLC | 42,316 | $2.21M | 0.06% | −1,127−2.6% | Reduced |
| Alley Investment Management Company, LLC | 42,159 | $2.20M | 0.28% | 00.0% | Unchanged |