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 |
|---|---|---|---|---|---|
| Smith Anglin Financial, LLC | 11,004 | $660.5K | 0.07% | +609+5.9% | Added |
| Bedel Financial Consulting, Inc. | 10,973 | $663.7K | 0.10% | −2,480−18.4% | Reduced |
| Sowa Financial Group, Inc. | 11,100 | $666.0K | 0.44% | +98+0.9% | Added |
| Wealth Quarterback LLC | 11,108 | $666.7K | 0.38% | +690+6.6% | Added |
| Callahan Advisors, LLC | 11,126 | $667.8K | 0.06% | +2,545+29.7% | Added |
| KMG Fiduciary Partners, LLC | 11,138 | $668.5K | 0.06% | +1,115+11.1% | Added |
| Stillwater Wealth Management Group | 11,144 | $668.9K | 0.58% | +2,389+27.3% | Added |
| Main Street Group, LTD | 11,155 | $669.4K | 0.26% | +1,661+17.5% | Added |
| Chicago Trust Co NA | 11,159 | $669.8K | 0.12% | +794+7.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,408 | $670.7K | 0.05% | +123+1.1% | Added |
| Waddell & Associates, LLC | 11,184 | $671.3K | 0.08% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 11,187 | $671.4K | 0.01% | +58+0.5% | Added |
| Argyle Capital Partners, LLC | 11,199 | $672.2K | 0.58% | +52+0.5% | Added |
| Ossiam | 11,209 | $672.8K | 0.01% | +8,975+401.7% | Added |
| JT Stratford LLC | 11,211 | $672.9K | 0.12% | −185−1.6% | Reduced |
| M Holdings Securities, Inc. | 11,234 | $674.0K | 0.11% | +1,123+11.1% | Added |
| Patriot Investment Management Inc. | 11,238 | $674.5K | 0.05% | −338−2.9% | Reduced |
| Axis Wealth Partners, LLC | 11,285 | $677.3K | 0.50% | −51−0.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,305 | $678.0K | 0.30% | +163+1.5% | Added |
| Silver Oak Securities, Inc | 11,685 | $679.5K | 0.06% | +272+2.4% | Added |
| Romano Brothers and Company | 11,328 | $679.9K | 0.09% | −200−1.7% | Reduced |
| Gladstone Institutional Advisory LLC | 11,335 | $680.3K | 0.03% | −318−2.7% | Reduced |
| Garden State Investment Advisory Services LLC | 11,335 | $680.7K | 0.22% | −29−0.3% | Reduced |
| Tufton Capital Management | 11,363 | $682.0K | 0.13% | +1,658+17.1% | Added |
| Advisory Alpha, LLC | 11,381 | $683.1K | 0.02% | +176+1.6% | Added |
| Taurus Asset Management, LLC | 11,385 | $683.3K | 0.07% | −300−2.6% | Reduced |
| NorthStar Asset Management LLC | 11,408 | $684.7K | 0.43% | −203−1.7% | Reduced |
| Pallas Capital Advisors LLC | 11,412 | $685.0K | 0.03% | −2,357−17.1% | Reduced |
| Tevis Investment Management | 12,866 | $685.9K | 0.51% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 11,469 | $688.4K | 0.45% | +11,469 | New |
| Northstar Financial Companies, Inc. | 11,472 | $688.5K | 0.75% | −741−6.1% | Reduced |
| Wealth Group, Ltd. | 11,494 | $690.0K | 0.45% | +475+4.3% | Added |
| Castle Rock Wealth Management, LLC | 11,702 | $691.3K | 0.19% | −1,272−9.8% | Reduced |
| Simon Quick Advisors, LLC | 11,531 | $692.1K | 0.04% | +1,098+10.5% | Added |
| City National Bank of Florida | 11,547 | $693.1K | 0.62% | +1,422+14.0% | Added |
| Cassaday & Co Wealth Management LLC | 11,548 | $693.1K | 0.02% | −941−7.5% | Reduced |
| Cape Investment Advisory, Inc. | 11,561 | $693.9K | 0.28% | +128+1.1% | Added |
| L.M. Kohn & Company | 11,608 | $696.7K | 0.18% | +20+0.2% | Added |
| Red Door Wealth Management, LLC | 11,612 | $696.9K | 0.10% | +26+0.2% | Added |
| Paragon Financial Partners, Inc. | 11,614 | $697.1K | 0.55% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 11,625 | $697.7K | 0.13% | +141+1.2% | Added |
| Spinnaker Trust | 11,633 | $698.2K | 0.05% | 00.0% | Unchanged |
| Golden State Equity Partners | 11,635 | $698.3K | 0.14% | +549+5.0% | Added |
| Greenfield Savings Bank | 11,651 | $699.3K | 0.34% | −25−0.2% | Reduced |
| Intellectus Partners, LLC | 11,463 | $699.7K | 0.17% | −1,046−8.4% | Reduced |
| Herold Advisors, Inc. | 11,668 | $700.5K | 0.15% | +159+1.4% | Added |
| Procyon Private Wealth Partners, LLC | 11,694 | $701.9K | 0.04% | +1,134+10.7% | Added |
| Provenance Wealth Advisors, LLC | 11,695 | $701.9K | 0.10% | 00.0% | Unchanged |
| Rossby Financial, LCC | 12,095 | $704.7K | 0.30% | +5,931+96.2% | Added |
| First National Bank & Trust Co of Newtown | 11,809 | $708.8K | 0.15% | 00.0% | Unchanged |
| Serenus Wealth Advisors, LLC | 11,872 | $712.6K | 0.12% | +150+1.3% | Added |
| Manske Wealth Management | 11,933 | $716.2K | 0.27% | −249−2.0% | Reduced |
| Miller Financial Services LLC | 11,955 | $717.6K | 1.03% | +86+0.7% | Added |
| United Bank | 11,994 | $719.9K | 0.30% | +7,527+168.5% | Added |
| Patten & Patten Inc | 12,049 | $723.2K | 0.05% | +174+1.5% | Added |
| 180 Wealth Advisors, LLC | 12,074 | $724.7K | 0.12% | −21−0.2% | Reduced |
| Rahlfs Capital, LLC | 12,122 | $727.6K | 0.73% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 12,123 | $727.6K | 0.13% | −992−7.6% | Reduced |
| HHM Wealth Advisors, LLC | 12,127 | $727.9K | 0.10% | −396−3.2% | Reduced |
| Davidson Trust Co | 12,153 | $729.4K | 0.35% | −560−4.4% | Reduced |
| Flputnam Investment Management Co | 12,158 | $729.7K | 0.01% | −187−1.5% | Reduced |
| Unique Wealth Strategies, LLC | 12,162 | $730.0K | 0.33% | +357+3.0% | Added |
| Northstar Advisory Group, LLC | 12,178 | $730.9K | 0.48% | 00.0% | Unchanged |
| Delta Asset Management LLC | 12,180 | $731.0K | 0.07% | +25+0.2% | Added |
| Tompkins Financial Corp | 12,201 | $732.3K | 0.07% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 12,217 | $733.3K | 0.40% | +1,325+12.2% | Added |
| Kennedy Investment Group | 12,245 | $734.9K | 0.34% | +22+0.2% | Added |
| Aureus Asset Management, LLC | 12,356 | $741.6K | 0.05% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 12,360 | $741.8K | 0.19% | −1,240−9.1% | Reduced |
| Kendall Capital Management | 12,382 | $743.2K | 0.22% | −2,115−14.6% | Reduced |
| SPC Financial, Inc. | 12,415 | $745.1K | 0.07% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 12,431 | $746.1K | 0.08% | −370−2.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 12,434 | $746.3K | 0.20% | +8,318+202.1% | Added |
| Financial Advisory Corp | 12,449 | $747.0K | 0.24% | −3,277−20.8% | Reduced |
| Woodward Diversified Capital, LLC | 12,462 | $748.0K | 0.53% | −309−2.4% | Reduced |
| Resolute Partners Group | 12,288 | $750.1K | 0.22% | −476−3.7% | Reduced |
| Keystone Wealth Services, LLC | 12,556 | $753.6K | 0.20% | +414+3.4% | Added |
| Loudon Investment Management, LLC | 12,567 | $754.3K | 0.43% | +1,450+13.0% | Added |
| Tandem Financial, LLC | 12,384 | $755.9K | 0.82% | −500−3.9% | Reduced |
| Johnson & White Wealth Management, LLC | 12,619 | $757.0K | 0.42% | +2,163+20.7% | Added |
| Spirit of America Management Corp | 12,650 | $759.3K | 0.15% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 12,682 | $761.2K | 0.07% | −110−0.9% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 12,705 | $762.5K | 0.58% | +237+1.9% | Added |
| Rogco, LP | 12,710 | $762.9K | 0.31% | +481+3.9% | Added |
| San Luis Wealth Advisors LLC | 12,715 | $763.0K | 0.17% | −3,722−22.6% | Reduced |
| Great Lakes Advisors, LLC | 12,818 | $769.3K | 0.01% | +26+0.2% | Added |
| Mitchell Sinkler & Starr | 12,826 | $769.8K | 0.22% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 12,849 | $771.2K | 0.27% | +300+2.4% | Added |
| Evercore Wealth Management, LLC | 12,866 | $772.2K | 0.01% | +910+7.6% | Added |
| Callan Capital, LLC | 12,881 | $773.1K | 0.06% | +976+8.2% | Added |
| Dakota Wealth Management | 12,903 | $774.8K | 0.02% | +828+6.9% | Added |
| Liberty Square Wealth Partners LLC | 12,921 | $775.5K | 0.30% | −76−0.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 12,950 | $777.3K | 0.05% | 00.0% | Unchanged |
| Ti-Trust, Inc | 12,975 | $778.8K | 0.52% | −384−2.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 12,986 | $779.4K | 0.14% | +386+3.1% | Added |
| Machina Capital S.A.S. | 13,011 | $780.9K | 0.23% | −5,062−28.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 13,335 | $780.9K | 0.27% | +5,852+78.2% | Added |
| MBA Advisors LLC | 13,055 | $783.6K | 0.39% | +82+0.6% | Added |
| Papamarkou Wellner Asset Management inc. | 13,140 | $788.7K | 0.55% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 13,157 | $789.7K | 0.22% | +157+1.2% | Added |