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, Q1 2025
Institutional positions in Altria Group, Inc. as of Mar 31, 2025. 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
- 2,250
- +115 vs. Q4 2024
- Shares held
- 1.05B
- +34.4M (+3.4%) vs. Q4 2024
- Total value
- $63.3B
- +$9.95B (+18.6%) vs. Q4 2024
- New holders
- 214
- 937 more added
- Sold out
- 99
- 769 more reduced
37 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 8,047 | $483.0K | 0.04% | −1,233−13.3% | Reduced |
| Meeder Asset Management Inc | 8,060 | $483.8K | 0.03% | +7,753+2,525.4% | Added |
| FourThought Financial Partners, LLC | 8,063 | $483.9K | 0.05% | +40.0% | Added |
| Financial Perspectives, Inc | 8,069 | $484.3K | 0.17% | −164−2.0% | Reduced |
| Mindset Wealth Management, LLC | 8,073 | $484.6K | 0.19% | +582+7.8% | Added |
| Vivaldi Capital Management, LLC | 8,093 | $485.8K | 0.08% | −83−1.0% | Reduced |
| Armstrong Advisory Group, Inc | 9,329 | $487.8K | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 7,998 | $488.2K | 0.03% | +1,436+21.9% | Added |
| Duncker Streett & Co Inc | 8,147 | $489.0K | 0.10% | −81−1.0% | Reduced |
| Trustmark National Bank Trust Department | 8,160 | $489.8K | 0.04% | +1,565+23.7% | Added |
| Stegent Equity Advisors, Inc. | 8,164 | $490.0K | 0.50% | −10,981−57.4% | Reduced |
| Atlas Brown,Inc. | 8,177 | $490.8K | 0.17% | −353−4.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 8,189 | $491.5K | 0.12% | +44+0.5% | Added |
| Absolute Capital Management, LLC | 8,200 | $492.2K | 0.28% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 8,204 | $492.4K | 0.56% | −41−0.5% | Reduced |
| Cascade Financial Partners, LLC | 8,222 | $493.5K | 0.06% | +1,016+14.1% | Added |
| Premier Path Wealth Partners, LLC | 8,222 | $493.5K | 0.08% | +579+7.6% | Added |
| WBH Advisory Inc | 8,222 | $493.5K | 0.05% | +714+9.5% | Added |
| Alta Advisers Ltd | 8,264 | $496.0K | 0.21% | +2,600+45.9% | Added |
| Orion Investment Co | 8,296 | $497.9K | 0.20% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8,307 | $498.6K | 0.07% | −11−0.1% | Reduced |
| Providence Wealth Advisors, LLC | 8,482 | $498.7K | 0.38% | 00.0% | Unchanged |
| Holderness Investments Co | 8,362 | $501.9K | 0.12% | +231+2.8% | Added |
| Birmingham Capital Management Co Inc | 8,363 | $501.9K | 0.19% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 8,378 | $502.9K | 0.13% | +19+0.2% | Added |
| Krane Funds Advisors LLC | 8,380 | $503.0K | 0.01% | −1,693−16.8% | Reduced |
| Choate Investment Advisors | 8,393 | $503.7K | 0.01% | −3,996−32.3% | Reduced |
| Investors Research Corp | 8,397 | $504.0K | 0.11% | +253+3.1% | Added |
| Prossimo Advisors, LLC | 8,408 | $505.0K | 0.38% | 00.0% | Unchanged |
| SP Asset Management LLC | 8,414 | $505.0K | 0.04% | +52+0.6% | Added |
| United Bank | 8,433 | $506.1K | 0.06% | 00.0% | Unchanged |
| Gerber, LLC | 8,446 | $506.9K | 0.42% | +30.0% | Added |
| Voya Financial Advisors, Inc. | 8,776 | $510.3K | 0.06% | +384+4.6% | Added |
| IFG Advisors, LLC | 8,525 | $511.7K | 0.10% | 00.0% | Unchanged |
| SFMG, LLC | 8,530 | $512.0K | 0.04% | +41+0.5% | Added |
| NorthCrest Asset Manangement, LLC | 8,536 | $512.4K | 0.02% | +8,536 | New |
| Goldstone Financial Group, LLC | 8,540 | $512.6K | 0.08% | +2,324+37.4% | Added |
| Impact Capital Partners LLC | 8,551 | $513.2K | 0.19% | −1,063−11.1% | Reduced |
| Centennial Bank | 8,554 | $513.4K | 0.24% | −522−5.8% | Reduced |
| Partners Wealth Management, LLC | 8,561 | $513.8K | 0.58% | −200−2.3% | Reduced |
| Waldron Private Wealth LLC | 8,593 | $515.8K | 0.02% | −4,982−36.7% | Reduced |
| Long Run Wealth Advisors, LLC | 8,621 | $517.4K | 0.12% | +157+1.9% | Added |
| Leo Wealth, LLC | 8,637 | $518.4K | 0.07% | −6,741−43.8% | Reduced |
| Clark Financial Services Group Inc | 8,638 | $518.4K | 0.36% | −47−0.5% | Reduced |
| SIMA Wealth Partners, LLC | 8,654 | $519.4K | 0.43% | −178−2.0% | Reduced |
| Gries Financial LLC | 8,657 | $519.6K | 0.10% | −331−3.7% | Reduced |
| Meitav Dash Investments Ltd | 8,958 | $521.2K | 0.01% | −542−5.7% | Reduced |
| CRA Financial Services, LLC | 8,703 | $522.4K | 0.09% | +3,504+67.4% | Added |
| Accredited Investors Inc. | 8,710 | $522.8K | 0.03% | +44+0.5% | Added |
| American Alpha Advisors, LLC | 8,720 | $523.4K | 0.46% | +24+0.3% | Added |
| Bingham Private Wealth, LLC | 8,734 | $524.2K | 0.54% | +220+2.6% | Added |
| Fiduciary Alliance LLC | 8,759 | $525.7K | 0.05% | +3,594+69.6% | Added |
| Plancorp, LLC | 8,764 | $526.0K | 0.02% | +1,107+14.5% | Added |
| Montag A & Associates Inc | 8,625 | $526.4K | 0.03% | +194+2.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,834 | $530.2K | 0.05% | +205+2.4% | Added |
| Claro Advisors LLC | 8,836 | $530.3K | 0.07% | +374+4.4% | Added |
| Scientech Research LLC | 8,874 | $532.6K | 0.14% | +8,874 | New |
| United Capital Management of KS, Inc. | 8,906 | $534.5K | 0.11% | +12+0.1% | Added |
| Skopos Labs, Inc. | 8,920 | $535.4K | 0.12% | +997+12.6% | Added |
| Southland Equity Partners LLC | 8,923 | $535.5K | 0.12% | +86+1.0% | Added |
| Greatmark Investment Partners, Inc. | 8,924 | $535.6K | 0.07% | 00.0% | Unchanged |
| Fundamentun, LLC | 8,935 | $536.3K | 0.03% | +3,347+59.9% | Added |
| Cheviot Value Management, LLC | 8,983 | $537.8K | 0.07% | −1,104−10.9% | Reduced |
| Naples Global Advisors, LLC | 8,821 | $538.0K | 0.05% | 00.0% | Unchanged |
| Strategic Advisors LLC | 8,969 | $538.3K | 0.10% | −77−0.9% | Reduced |
| Cahill Financial Advisors Inc | 8,969 | $538.3K | 0.07% | +459+5.4% | Added |
| Ameriflex Group, Inc. | 8,985 | $539.3K | 0.22% | −375−4.0% | Reduced |
| KCM Investment Advisors LLC | 8,995 | $539.9K | 0.02% | −250−2.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,000 | $540.2K | 0.07% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 9,010 | $540.8K | 0.33% | +20.0% | Added |
| Schnieders Capital Management LLC | 9,012 | $540.9K | 0.12% | −132−1.4% | Reduced |
| Lindbrook Capital, LLC | 9,024 | $541.6K | 0.05% | −209−2.3% | Reduced |
| AlphaCore Capital LLC | 9,103 | $542.6K | 0.05% | +2,882+46.3% | Added |
| Sterling Investment Counsel, LLC | 9,043 | $542.8K | 0.19% | −78−0.9% | Reduced |
| Hendershot Investments Inc. | 9,053 | $543.3K | 0.07% | −60−0.7% | Reduced |
| Concord Wealth Partners | 9,060 | $543.8K | 0.09% | +1,027+12.8% | Added |
| Prelude Capital Management, LLC | 9,072 | $544.5K | 0.05% | +9,072 | New |
| Powers Advisory Group, LLC | 9,083 | $545.2K | 0.26% | +97+1.1% | Added |
| TigerOak Management, L.L.C. | 9,097 | $546.0K | 0.21% | +520+6.1% | Added |
| Orca Investment Management, LLC | 9,111 | $546.8K | 0.55% | +29+0.3% | Added |
| Evelyn Partners Investment Management LLP | 9,112 | $546.9K | 0.02% | 00.0% | Unchanged |
| Guardian Partners Inc. | 9,375 | $549.0K | 0.06% | −125−1.3% | Reduced |
| Empower Advisory Group, LLC | 9,179 | $550.9K | 0.00% | −949−9.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,220 | $553.4K | 0.36% | −580−5.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,242 | $554.7K | 0.03% | −228−2.4% | Reduced |
| C2C Wealth Management, LLC | 9,252 | $555.3K | 0.52% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 9,255 | $555.5K | 0.22% | +200+2.2% | Added |
| ICONIQ Capital, LLC | 9,262 | $555.9K | 0.01% | +1,679+22.1% | Added |
| Heritage Wealth Management, Inc. | 9,263 | $556.0K | 0.19% | −382−4.0% | Reduced |
| Montecito Bank & Trust | 9,264 | $556.0K | 0.10% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 9,265 | $556.1K | 0.16% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 9,266 | $556.1K | 0.04% | +799+9.4% | Added |
| Symphony Financial Services, Inc. | 9,279 | $556.9K | 0.36% | +546+6.3% | Added |
| Jarislowsky, Fraser Ltd | 9,300 | $558.2K | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 9,318 | $559.3K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 9,340 | $561.0K | 0.00% | −612−6.1% | Reduced |
| Sym Financial Corp | 9,367 | $562.2K | 0.07% | −230−2.4% | Reduced |
| White Lighthouse Investment Management Inc. | 9,397 | $564.0K | 0.10% | −71−0.7% | Reduced |
| Sandy Spring Bank | 9,406 | $564.6K | 0.02% | −10,844−53.6% | Reduced |
| Wellington Shields & Co., LLC | 9,424 | $565.6K | 0.18% | +600+6.8% | Added |