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 |
|---|---|---|---|---|---|
| Precedent Wealth Partners, LLC | 22,970 | $1.20M | 0.39% | −331−1.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 22,968 | $1.20M | 0.07% | +22,968 | New |
| Fiduciary Trust Co | 22,888 | $1.20M | 0.02% | −300−1.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 22,847 | $1.19M | 0.22% | +8,930+64.2% | Added |
| Newbridge Financial Services Group, Inc. | 22,800 | $1.19M | 0.31% | +11,820+107.7% | Added |
| Harvest Fund Management Co., Ltd | 22,720 | $1.19M | 0.06% | +20,142+781.3% | Added |
| Fulton Bank, N.A. | 22,596 | $1.18M | 0.05% | −6,699−22.9% | Reduced |
| Traynor Capital Management, Inc. | 22,589 | $1.18M | 0.09% | −390−1.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 22,537 | $1.18M | 0.09% | −4,619−17.0% | Reduced |
| Gray Wealth Management Inc. | 22,464 | $1.17M | 0.45% | +607+2.8% | Added |
| Welch & Forbes LLC | 22,462 | $1.17M | 0.02% | +1,217+5.7% | Added |
| Morningstar Investment Management LLC | 22,341 | $1.17M | 0.09% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 22,310 | $1.17M | 0.28% | −175−0.8% | Reduced |
| Modera Wealth Management, LLC | 22,248 | $1.16M | 0.01% | +787+3.7% | Added |
| One Capital Management, LLC | 22,240 | $1.16M | 0.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 22,169 | $1.16M | 0.02% | −12−0.1% | Reduced |
| Close Asset Management Ltd | 22,118 | $1.16M | 0.03% | 00.0% | Unchanged |
| Leisure Capital Management | 22,122 | $1.16M | 0.45% | −169−0.8% | Reduced |
| Semmax Financial Advisors Inc. | 21,554 | $1.16M | 0.31% | +518+2.5% | Added |
| First Horizon Advisors, Inc. | 22,101 | $1.16M | 0.03% | −2,085−8.6% | Reduced |
| Larson Financial Group LLC | 22,082 | $1.15M | 0.06% | +2,437+12.4% | Added |
| Atlas Capital Advisors LLC | 22,025 | $1.15M | 0.15% | −2,532−10.3% | Reduced |
| FRG Family Wealth Advisors LLC | 21,867 | $1.14M | 0.21% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 21,717 | $1.14M | 0.21% | +205+1.0% | Added |
| Key Client Fiduciary Advisors, LLC | 21,707 | $1.14M | 0.51% | −89−0.4% | Reduced |
| Center For Asset Management LLC | 21,684 | $1.13M | 0.73% | +119+0.6% | Added |
| Qtron Investments LLC | 21,601 | $1.13M | 0.16% | 00.0% | Unchanged |
| Forum Financial Management, LP | 21,546 | $1.13M | 0.02% | +5,449+33.9% | Added |
| Edgestream Partners, L.P. | 21,462 | $1.12M | 0.05% | +21,462 | New |
| Ballentine Partners, LLC | 21,416 | $1.12M | 0.02% | +5,317+33.0% | Added |
| Exeter Financial, LLC | 21,380 | $1.12M | 0.51% | +1,221+6.1% | Added |
| Phil A. Younker & Associates, Ltd. | 21,282 | $1.11M | 1.11% | +21,282 | New |
| HCR Wealth Advisors | 21,228 | $1.11M | 0.14% | +37+0.2% | Added |
| ICW Investment Advisors LLC | 21,205 | $1.11M | 0.46% | +998+4.9% | Added |
| Quilter Plc | 21,118 | $1.10M | 0.02% | −182−0.9% | Reduced |
| Finer Wealth Management, Inc. | 21,063 | $1.10M | 0.63% | −83−0.4% | Reduced |
| Park National Corp | 21,040 | $1.10M | 0.04% | −1,990−8.6% | Reduced |
| Dodge & Cox | 21,000 | $1.10M | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 20,972 | $1.10M | 0.02% | +1,565+8.1% | Added |
| Counterpoint Mutual Funds LLC | 20,945 | $1.10M | 0.14% | +20,945 | New |
| Aurdan Capital Management, LLC | 20,906 | $1.09M | 0.42% | +20,906 | New |
| Chelsea Counsel Co | 20,460 | $1.09M | 0.56% | +160+0.8% | Added |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.09M | 0.26% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20,790 | $1.09M | 0.20% | −858−4.0% | Reduced |
| Arete Wealth Advisors, LLC | 20,821 | $1.09M | 0.08% | +1,948+10.3% | Added |
| Onyx Bridge Wealth Group LLC | 20,731 | $1.08M | 0.16% | +84+0.4% | Added |
| Beacon Financial Advisory LLC | 20,732 | $1.08M | 0.35% | −370−1.8% | Reduced |
| Quest Partners LLC | 20,630 | $1.08M | 0.14% | −27,911−57.5% | Reduced |
| Profund Advisors LLC | 20,615 | $1.08M | 0.04% | −4,574−18.2% | Reduced |
| TCG Advisory Services, LLC | 20,510 | $1.07M | 0.05% | +3,452+20.2% | Added |
| Sumitomo Life Insurance Co | 20,439 | $1.07M | 0.02% | −620−2.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 20,412 | $1.07M | 0.09% | 00.0% | Unchanged |
| Sandy Spring Bank | 20,250 | $1.06M | 0.04% | −222−1.1% | Reduced |
| Charter Research & Investment Group, Inc. | 20,192 | $1.06M | 0.80% | 00.0% | Unchanged |
| Sharpepoint LLC | 20,158 | $1.05M | 0.95% | +20,158 | New |
| Burns J W & Co Inc | 20,156 | $1.05M | 0.13% | −1,000−4.7% | Reduced |
| Spreng Capital Management, Inc. | 20,069 | $1.05M | 0.46% | −44−0.2% | Reduced |
| AdvisorNet Financial, Inc | 20,013 | $1.05M | 0.09% | −1,280−6.0% | Reduced |
| First Nebraska Trust Co | 20,011 | $1.05M | 0.10% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 19,913 | $1.05M | 0.46% | +400+2.0% | Added |
| ORG Partners LLC | 19,892 | $1.04M | 0.14% | +627+3.3% | Added |
| Excalibur Management Corp | 19,907 | $1.04M | 0.41% | −410−2.0% | Reduced |
| Financial Counselors Inc | 19,859 | $1.04M | 0.02% | +87+0.4% | Added |
| Mainstay Capital Management LLC | 19,840 | $1.04M | 0.16% | +3,411+20.8% | Added |
| Leonteq Securities AG | 19,824 | $1.04M | 0.10% | −6,385−24.4% | Reduced |
| Rossmore Private Capital | 19,804 | $1.04M | 0.13% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 19,750 | $1.03M | 0.07% | −610−3.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 19,420 | $1.02M | 0.06% | +5,416+38.7% | Added |
| DGS Capital Management, LLC | 19,378 | $1.01M | 0.25% | +2,225+13.0% | Added |
| Redhawk Wealth Advisors, Inc. | 19,327 | $1.01M | 0.14% | +6,368+49.1% | Added |
| Williams Jones Wealth Management, LLC. | 19,317 | $1.01M | 0.01% | +2,018+11.7% | Added |
| Stegent Equity Advisors, Inc. | 19,145 | $1.00M | 1.02% | +5,477+40.1% | Added |
| Smith, Moore & Co. | 19,103 | $998.9K | 0.09% | +452+2.4% | Added |
| Mork Capital Management, LLC | 19,100 | $998.7K | 0.66% | +19,100 | New |
| Westmount Partners, LLC | 19,098 | $998.7K | 0.30% | +24+0.1% | Added |
| KLCM Advisors, Inc. | 19,098 | $998.6K | 0.12% | +1,741+10.0% | Added |
| Retirement Guys Formula LLC | 18,990 | $993.0K | 0.50% | +3,061+19.2% | Added |
| Wedmont Private Capital | 19,447 | $989.3K | 0.05% | +6,872+54.6% | Added |
| Annex Advisory Services, LLC | 18,900 | $988.3K | 0.03% | +117+0.6% | Added |
| Colonial River Wealth Management, LLC | 18,899 | $988.2K | 0.48% | −1,870−9.0% | Reduced |
| Widmann Financial Services, Inc. | 18,891 | $987.8K | 0.76% | +330+1.8% | Added |
| Lazari Capital Management, Inc. | 18,871 | $986.7K | 0.39% | +281+1.5% | Added |
| Franklin Street Advisors Inc | 18,819 | $984.0K | 0.07% | −167−0.9% | Reduced |
| Michels Family Financial, LLC | 18,795 | $982.8K | 0.90% | +18,795 | New |
| Dudley Capital Management, LLC | 18,728 | $979.3K | 0.50% | +23+0.1% | Added |
| Zhang Financial LLC | 18,717 | $978.7K | 0.06% | +263+1.4% | Added |
| BancorpSouth Bank | 18,690 | $977.3K | 0.07% | −1,612−7.9% | Reduced |
| X-Square Capital, LLC | 18,619 | $974.0K | 0.40% | −178−0.9% | Reduced |
| Intrust Bank NA | 18,622 | $973.7K | 0.10% | +1,768+10.5% | Added |
| Jaffetilchin Investment Partners, LLC | 18,466 | $965.6K | 0.07% | −5,384−22.6% | Reduced |
| Independent Wealth Network Inc. | 18,421 | $963.2K | 0.39% | +449+2.5% | Added |
| Citizens Financial Group Inc | 18,389 | $961.5K | 0.02% | −2,008−9.8% | Reduced |
| Clarity Financial LLC | 18,343 | $959.1K | 0.11% | −3,851−17.4% | Reduced |
| LS Investment Advisors, LLC | 18,249 | $954.2K | 0.14% | +313+1.7% | Added |
| Capital Advisors Inc | 18,236 | $953.6K | 0.02% | +1,288+7.6% | Added |
| Sonora Investment Management Group, LLC | 18,212 | $952.3K | 0.07% | −1,143−5.9% | Reduced |
| Avidian Wealth Solutions, LLC | 18,164 | $949.8K | 0.04% | +1,323+7.9% | Added |
| Kanawha Capital Management LLC | 18,095 | $946.2K | 0.07% | −1,116−5.8% | Reduced |
| Machina Capital S.A.S. | 18,073 | $945.0K | 0.40% | −23,780−56.8% | Reduced |
| Cortland Associates Inc | 18,046 | $944.0K | 0.11% | +315+1.8% | Added |