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, 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 | 2,574 | $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, 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 |
|---|---|---|---|---|---|
| Tower Bridge Advisors | 9,434 | $566.2K | 0.06% | +9,434 | New |
| Patton Albertson Miller Group, LLC | 9,440 | $566.6K | 0.08% | −1,853−16.4% | Reduced |
| Thomasville National Bank | 9,448 | $567.1K | 0.04% | +120+1.3% | Added |
| Wealth Alliance | 9,452 | $567.3K | 0.07% | +174+1.9% | Added |
| DRW Securities, LLC | 9,521 | $567.6K | 0.05% | −1,557−14.1% | Reduced |
| Howe & Rusling Inc | 9,461 | $567.9K | 0.05% | +929+10.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,781 | $568.8K | 0.09% | −20−0.2% | Reduced |
| Lifeworks Advisors, LLC | 9,478 | $568.9K | 0.09% | +695+7.9% | Added |
| Tocqueville Asset Management L.P. | 9,496 | $570.0K | 0.01% | −150−1.6% | Reduced |
| Diligent Investors, LLC | 9,498 | $570.1K | 0.14% | −2,630−21.7% | Reduced |
| Avestar Capital, LLC | 9,502 | $570.3K | 0.05% | −1,044−9.9% | Reduced |
| Callan Family Office, LLC | 9,505 | $570.5K | 0.04% | −1,176−11.0% | Reduced |
| Triad Wealth Partners, LLC | 9,521 | $571.5K | 0.18% | +3,778+65.8% | Added |
| Shelton Capital Management | 9,536 | $572.4K | 0.01% | −283−2.9% | Reduced |
| Farmers Trust Co | 9,551 | $573.3K | 0.11% | +947+11.0% | Added |
| Strategic Financial Concepts, LLC | 9,554 | $573.5K | 0.11% | −495−4.9% | Reduced |
| Leonteq Securities AG | 9,586 | $574.9K | 0.04% | −10,238−51.6% | Reduced |
| One Wealth Advisors, LLC | 9,428 | $575.3K | 0.09% | −138−1.4% | Reduced |
| Northcape Wealth Management, LLC | 9,603 | $576.4K | 0.19% | +6+0.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 9,611 | $576.8K | 0.22% | −650−6.3% | Reduced |
| MSH Capital Advisors LLC | 9,612 | $576.9K | 0.18% | +12+0.1% | Added |
| West Chester Capital Advisors, Inc | 9,644 | $578.8K | 0.33% | −227−2.3% | Reduced |
| bLong Financial, LLC | 9,648 | $579.1K | 0.51% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 9,668 | $580.3K | 0.59% | −22−0.2% | Reduced |
| Quadcap Wealth Management, LLC | 9,679 | $580.9K | 0.08% | −19−0.2% | Reduced |
| TCFG Wealth Management, LLC | 9,686 | $581.4K | 0.29% | +1,013+11.7% | Added |
| PKS Advisory Services, LLC | 9,691 | $581.8K | 0.16% | +426+4.6% | Added |
| Davis R M Inc | 9,700 | $582.2K | 0.01% | +1,817+23.0% | Added |
| Lafayette Investments, Inc. | 9,738 | $584.5K | 0.12% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 9,763 | $586.0K | 0.24% | +92+1.0% | Added |
| Court Place Advisors, LLC | 9,775 | $586.7K | 0.19% | +430+4.6% | Added |
| Perritt Capital Management Inc | 9,790 | $587.6K | 0.32% | −1,024−9.5% | Reduced |
| Money Concepts Capital Corp | 9,795 | $587.9K | 0.04% | +9,795 | New |
| Coastal Investment Advisors, Inc. | 9,802 | $588.3K | 0.27% | +793+8.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,803 | $588.4K | 0.02% | −4,569−31.8% | Reduced |
| LS Investment Advisors, LLC | 9,817 | $589.2K | 0.09% | −8,432−46.2% | Reduced |
| Woodmont Investment Counsel LLC | 9,822 | $589.5K | 0.04% | +3,330+51.3% | Added |
| Grimes & Company, Inc. | 9,920 | $595.4K | 0.02% | −952−8.8% | Reduced |
| CVA Family Office, LLC | 9,926 | $595.8K | 0.09% | −171−1.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 9,942 | $596.7K | 0.11% | −12,905−56.5% | Reduced |
| CFO4Life Group, LLC | 9,943 | $596.8K | 0.10% | −87−0.9% | Reduced |
| PDS Planning, Inc | 9,960 | $597.8K | 0.05% | +1,041+11.7% | Added |
| Avaii Wealth Management, LLC | 9,981 | $599.0K | 0.32% | +4,248+74.1% | Added |
| Secure Asset Management, LLC | 10,016 | $601.2K | 0.12% | −996−9.0% | Reduced |
| Wealth Effects LLC | 10,025 | $601.7K | 0.25% | −2,650−20.9% | Reduced |
| Fishman Jay A Ltd | 10,055 | $603.5K | 0.07% | −500−4.7% | Reduced |
| Peak Financial Advisors LLC | 10,066 | $604.2K | 0.31% | +114+1.1% | Added |
| Moser Wealth Advisors, LLC | 10,068 | $604.3K | 0.32% | +85+0.9% | Added |
| Teamwork Financial Advisors, LLC | 10,069 | $604.4K | 0.08% | −332−3.2% | Reduced |
| Rodgers Brothers Inc. | 10,086 | $605.4K | 0.08% | −295−2.8% | Reduced |
| Vectors Research Management, LLC | 10,100 | $606.2K | 0.21% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 10,110 | $606.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 10,113 | $607.0K | 0.06% | −115−1.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 10,122 | $607.5K | 0.15% | −438−4.1% | Reduced |
| Angeles Wealth Management, LLC | 10,126 | $607.8K | 0.05% | +1,017+11.2% | Added |
| MidWestOne Financial Group, Inc. | 10,134 | $608.2K | 0.09% | −85−0.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,139 | $608.5K | 0.12% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 10,191 | $611.7K | 0.36% | +400+4.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $612.4K | 0.01% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 10,214 | $613.0K | 0.44% | 00.0% | Unchanged |
| Advisor OS, LLC | 10,242 | $614.7K | 0.07% | −158−1.5% | Reduced |
| Azimuth Capital Investment Management LLC | 10,250 | $615.2K | 0.02% | +1,000+10.8% | Added |
| Carolinas Wealth Consulting LLC | 10,296 | $618.0K | 0.13% | −518−4.8% | Reduced |
| Conning Inc. | 10,297 | $618.0K | 0.02% | +850+9.0% | Added |
| Siemens Fonds Invest GmbH | 10,348 | $621.1K | 0.04% | −308−2.9% | Reduced |
| Monarch Capital Management Inc | 10,187 | $621.8K | 0.17% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10,379 | $623.0K | 0.03% | +639+6.6% | Added |
| Balentine LLC | 10,409 | $624.7K | 0.03% | 00.0% | Unchanged |
| City State Bank | 10,442 | $626.7K | 0.21% | −26−0.2% | Reduced |
| Morningstar Investment Services LLC | 10,440 | $627.0K | 0.11% | −13,004−55.5% | Reduced |
| Cambria Investment Management, L.P. | 10,451 | $627.3K | 0.04% | −2,176−17.2% | Reduced |
| Wealth Architects, LLC | 10,492 | $629.7K | 0.07% | −194−1.8% | Reduced |
| Gilbert & Cook, Inc. | 10,493 | $629.8K | 0.09% | −1,651−13.6% | Reduced |
| MOKAN Wealth Management Inc. | 10,502 | $630.5K | 0.38% | +212+2.1% | Added |
| Oakworth Capital, Inc. | 10,537 | $632.4K | 0.04% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 10,553 | $633.4K | 0.43% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 10,600 | $636.2K | 0.22% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 10,600 | $636.2K | 0.78% | +10,600 | New |
| Nations Financial Group Inc, | 10,600 | $636.2K | 0.05% | −610−5.4% | Reduced |
| Enzi Wealth | 10,872 | $638.3K | 0.26% | +1,378+14.5% | Added |
| Foster Group, Inc. | 10,660 | $639.8K | 0.02% | +415+4.1% | Added |
| St. Louis Trust Co | 10,700 | $642.2K | 0.09% | 00.0% | Unchanged |
| TFB Advisors LLC | 10,714 | $643.1K | 0.19% | +138+1.3% | Added |
| Bath Savings Trust Co | 10,739 | $644.6K | 0.07% | −5,347−33.2% | Reduced |
| Titleist Asset Management, LLC | 10,769 | $646.4K | 0.08% | +46+0.4% | Added |
| Eisler Capital Management Ltd. | 10,770 | $646.6K | 0.02% | −14,170−56.8% | Reduced |
| Cross Staff Investments Inc | 10,791 | $647.7K | 0.49% | −179−1.6% | Reduced |
| SCS Capital Management LLC | 10,700 | $649.4K | 0.01% | +10,700 | New |
| TFC Financial Management | 10,846 | $651.0K | 0.10% | −20.0% | Reduced |
| Essex Savings Bank | 10,850 | $651.2K | 0.16% | +80+0.7% | Added |
| Aspetuck Financial Management LLC | 10,850 | $651.2K | 0.56% | −92,918−89.5% | Reduced |
| Wellington Shields Capital Management, LLC | 10,856 | $651.6K | 0.12% | −99−0.9% | Reduced |
| Mattern Wealth Management LLC | 10,876 | $653.4K | 0.14% | 00.0% | Unchanged |
| Keystone Financial Group | 10,886 | $653.4K | 0.07% | +1,403+14.8% | Added |
| Strategic Blueprint, LLC | 10,912 | $655.0K | 0.04% | +369+3.5% | Added |
| Ariadne Wealth Management, LP | 11,024 | $655.2K | 0.34% | +50+0.5% | Added |
| Insigneo Advisory Services, LLC | 10,970 | $658.4K | 0.07% | +127+1.2% | Added |
| Capital Asset Advisory Services LLC | 11,545 | $659.4K | 0.03% | +2,148+22.9% | Added |
| Caitlin John, LLC | 10,994 | $659.9K | 0.65% | +7,059+179.4% | Added |
| Parcion Private Wealth LLC | 11,000 | $660.2K | 0.05% | 00.0% | Unchanged |