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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 30,896 | $1.62M | 1.35% | −9,322−23.2% | Reduced |
| Brandywine Trust Co | 30,814 | $1.61M | 0.25% | 00.0% | Unchanged |
| Botty Investors LLC | 30,117 | $1.61M | 0.53% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 30,633 | $1.60M | 0.22% | +3,126+11.4% | Added |
| Ethic Inc. | 30,632 | $1.60M | 0.03% | +13,991+84.1% | Added |
| GAMMA Investing LLC | 30,588 | $1.60M | 0.14% | +1,932+6.7% | Added |
| Wetherby Asset Management Inc | 30,569 | $1.60M | 0.08% | −1,015−3.2% | Reduced |
| Shell Asset Management Co | 30,535 | $1.60M | 0.07% | −971−3.1% | Reduced |
| Thoroughbred Financial Services, LLC | 30,430 | $1.59M | 0.10% | −559−1.8% | Reduced |
| Daymark Wealth Partners, LLC | 30,110 | $1.57M | 0.07% | +282+0.9% | Added |
| Caldwell Trust Co | 30,030 | $1.57M | 0.16% | −450−1.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 30,000 | $1.57M | 0.03% | −4,942−14.1% | Reduced |
| CSS LLC | 30,000 | $1.57M | 0.09% | +6,800+29.3% | Added |
| Shoker Investment Counsel, Inc. | 29,991 | $1.57M | 0.53% | +1,280+4.5% | Added |
| CenterBook Partners LP | 29,971 | $1.57M | 0.09% | +17,215+135.0% | Added |
| TriaGen Wealth Management LLC | 29,951 | $1.57M | 0.53% | +29,951 | New |
| Centiva Capital, LP | 29,934 | $1.57M | 0.06% | −25,673−46.2% | Reduced |
| Marino, Stram & Associates LLC | 29,873 | $1.56M | 0.35% | +279+0.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 27,506 | $1.56M | 0.00% | −61−0.2% | Reduced |
| Paradigm Capital Management, LLC | 29,718 | $1.55M | 1.45% | +2,060+7.4% | Added |
| Horizon Investments, LLC | 29,610 | $1.55M | 0.04% | +865+3.0% | Added |
| Means Investment Co., Inc. | 29,501 | $1.54M | 0.16% | −263−0.9% | Reduced |
| Western Wealth Management, LLC | 29,482 | $1.54M | 0.08% | −463−1.5% | Reduced |
| First City Capital Management, Inc. | 29,436 | $1.54M | 0.82% | +889+3.1% | Added |
| Exencial Wealth Advisors, LLC | 29,266 | $1.53M | 0.06% | −20−0.1% | Reduced |
| Atom Investors LP | 29,131 | $1.52M | 0.19% | −4,538−13.5% | Reduced |
| International Assets Investment Management, LLC | 104,676 | $1.52M | 0.13% | +104,676 | New |
| GWN Securities Inc. | 29,096 | $1.52M | 0.41% | +29,096 | New |
| Delta Financial Group, Inc. | 28,820 | $1.51M | 0.35% | −242−0.8% | Reduced |
| Spire Wealth Management | 28,817 | $1.51M | 0.05% | +5,490+23.5% | Added |
| Collar Capital Management, LLC | 28,806 | $1.51M | 1.25% | +28,806 | New |
| First Hawaiian Bank | 28,799 | $1.51M | 0.05% | −1,625−5.3% | Reduced |
| Cornercap Investment Counsel Inc | 28,669 | $1.50M | 0.48% | −1,122−3.8% | Reduced |
| Donoghue Forlines LLC | 28,668 | $1.50M | 0.50% | +28,668 | New |
| HF Advisory Group, LLC | 28,486 | $1.49M | 0.68% | −431−1.5% | Reduced |
| Silverlake Wealth Management LLC | 28,176 | $1.47M | 0.57% | −151−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 28,068 | $1.47M | 0.12% | −2,460−8.1% | Reduced |
| Applied Capital LLC | 28,012 | $1.46M | 1.15% | −135−0.5% | Reduced |
| Terry L. Blaker | 27,983 | $1.46M | 0.06% | +10,058+56.1% | Added |
| Simplex Trading, LLC | 27,915 | $1.46M | 0.04% | +27,915 | New |
| F/M Investments LLC | 27,691 | $1.45M | 0.05% | +4,421+19.0% | Added |
| Aviance Capital Partners, LLC | 27,621 | $1.44M | 0.20% | −12,741−31.6% | Reduced |
| Delta Capital Management LLC | 27,460 | $1.44M | 0.82% | −210−0.8% | Reduced |
| Stratos Wealth Advisors, LLC | 27,459 | $1.44M | 0.07% | −4,006−12.7% | Reduced |
| North Star Asset Management Inc | 27,350 | $1.43M | 0.06% | −250−0.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,317 | $1.43M | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 27,296 | $1.43M | 0.02% | +7,831+40.2% | Added |
| Schonfeld Strategic Advisors LLC | 27,280 | $1.43M | 0.01% | +6,051+28.5% | Added |
| Madden Securities Corp | 27,156 | $1.42M | 0.57% | +2,249+9.0% | Added |
| Hohimer Wealth Management, LLC | 27,018 | $1.41M | 0.27% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 26,875 | $1.41M | 1.43% | +26,875 | New |
| Taylor Hoffman Capital Management LLC | 26,812 | $1.40M | 0.51% | −525−1.9% | Reduced |
| United Advisor Group, LLC | 26,739 | $1.40M | 0.28% | −821−3.0% | Reduced |
| Keudell/Morrison Wealth Management | 26,738 | $1.40M | 0.36% | −128−0.5% | Reduced |
| American Century Companies Inc | 26,692 | $1.40M | 0.00% | −16,984−38.9% | Reduced |
| Vista Investment Partners LLC | 26,360 | $1.38M | 0.43% | −2,386−8.3% | Reduced |
| Harbor Capital Advisors, Inc. | 26,253 | $1.37M | 0.06% | +589+2.3% | Added |
| Brady Martz Wealth Solutions, LLC | 26,683 | $1.37M | 0.33% | +26,683 | New |
| Radnor Capital Management, LLC | 26,196 | $1.37M | 0.23% | −300−1.1% | Reduced |
| Jacobi Capital Management LLC | 26,167 | $1.37M | 0.10% | +3,306+14.5% | Added |
| Focus Financial Network, Inc. | 26,056 | $1.36M | 0.05% | +2,405+10.2% | Added |
| RoundAngle Advisors LLC | 26,050 | $1.36M | 1.30% | +26,050 | New |
| Narwhal Capital Management | 26,045 | $1.36M | 0.12% | −20−0.1% | Reduced |
| Left Brain Wealth Management, LLC | 26,042 | $1.36M | 0.51% | −734−2.7% | Reduced |
| Griffin Asset Management, Inc. | 26,030 | $1.36M | 0.16% | −765−2.9% | Reduced |
| Vise Technologies, Inc. | 25,997 | $1.36M | 0.11% | +3,173+13.9% | Added |
| Cascade Investment Group, Inc. | 25,934 | $1.36M | 0.97% | −175−0.7% | Reduced |
| Rehmann Capital Advisory Group | 25,896 | $1.35M | 0.09% | +499+2.0% | Added |
| Keynote Financial Services LLC | 25,737 | $1.35M | 1.03% | −547−2.1% | Reduced |
| Berkshire Asset Management LLC | 25,843 | $1.35M | 0.06% | +223+0.9% | Added |
| Congress Wealth Management LLC | 25,568 | $1.34M | 0.02% | +748+3.0% | Added |
| GoalVest Advisory LLC | 25,439 | $1.33M | 0.36% | −1,339−5.0% | Reduced |
| Berkeley Capital Partners, LLC | 25,275 | $1.32M | 0.37% | −2,712−9.7% | Reduced |
| Ignite Planners, LLC | 24,866 | $1.32M | 0.29% | +2,169+9.6% | Added |
| Wedgewood Investors Inc | 25,260 | $1.32M | 1.56% | −500−1.9% | Reduced |
| Logan Capital Management Inc | 25,219 | $1.32M | 0.06% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 24,940 | $1.31M | 0.04% | +24,940 | New |
| HBK Sorce Advisory LLC | 25,019 | $1.31M | 0.04% | −544−2.1% | Reduced |
| MUFG Securities Americas Inc. | 25,018 | $1.31M | 0.17% | +25,018 | New |
| Manning & Napier Advisors LLC | 25,000 | $1.31M | 0.01% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 24,759 | $1.29M | 0.06% | +510+2.1% | Added |
| Federated Hermes, Inc. | 24,606 | $1.29M | 0.00% | −7,787−24.0% | Reduced |
| Clear Creek Financial Management, LLC | 24,304 | $1.27M | 0.14% | +1,392+6.1% | Added |
| Certified Advisory Corp | 24,297 | $1.27M | 0.14% | −348−1.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 23,998 | $1.25M | 0.27% | −593−2.4% | Reduced |
| Smartleaf Asset Management LLC | 24,088 | $1.25M | 0.13% | +3,236+15.5% | Added |
| Leavell Investment Management, Inc. | 23,501 | $1.25M | 0.06% | +379+1.6% | Added |
| First Foundation Advisors | 23,732 | $1.24M | 0.05% | −3,312−12.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 23,662 | $1.24M | 0.26% | −920−3.7% | Reduced |
| Flagship Harbor Advisors, LLC | 23,600 | $1.23M | 0.06% | −614−2.5% | Reduced |
| Moody National Bank Trust Division | 23,598 | $1.23M | 0.13% | −1,009−4.1% | Reduced |
| VeraBank, N.A. | 23,456 | $1.23M | 0.35% | −50−0.2% | Reduced |
| Morningstar Investment Services LLC | 23,444 | $1.23M | 0.11% | −189,824−89.0% | Reduced |
| Plan Group Financial, LLC | 23,436 | $1.23M | 0.65% | +2,213+10.4% | Added |
| Lee Danner & Bass Inc | 23,415 | $1.22M | 0.10% | +335+1.5% | Added |
| Viewpoint Capital Management LLC | 23,281 | $1.22M | 0.64% | +3,746+19.2% | Added |
| Kovack Advisors, Inc. | 23,224 | $1.21M | 0.12% | −3,202−12.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 23,121 | $1.21M | 0.19% | +23,121 | New |
| Simplicity Wealth,LLC | 23,100 | $1.21M | 0.25% | −1,049−4.3% | Reduced |
| Rothschild Investment LLC | 23,071 | $1.21M | 0.08% | +186+0.8% | Added |