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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 13,162 | $790.0K | 0.10% | +525+4.2% | Added |
| Farmers & Merchants Investments Inc | 13,206 | $792.6K | 0.03% | −200−1.5% | Reduced |
| 44 Wealth Management LLC | 13,234 | $794.3K | 0.30% | +49+0.4% | Added |
| Cornerstone Advisory, LLC | 13,137 | $794.5K | 0.09% | +196+1.5% | Added |
| Walker Asset Management, LLC | 13,281 | $797.1K | 0.48% | +109+0.8% | Added |
| Sylvest Advisors, LLC | 13,287 | $797.5K | 0.50% | +779+6.2% | Added |
| Horst & Graben Wealth Management LLC | 13,315 | $799.1K | 0.14% | +300+2.3% | Added |
| Raab & Moskowitz Asset Management LLC | 13,356 | $801.6K | 0.20% | 00.0% | Unchanged |
| Univest Financial Corp | 13,367 | $802.3K | 0.05% | −364−2.7% | Reduced |
| Columbia Asset Management | 13,370 | $802.5K | 0.16% | −200−1.5% | Reduced |
| Chapin Davis, Inc. | 13,379 | $803.0K | 0.27% | −1,805−11.9% | Reduced |
| Intrua Financial, LLC | 13,381 | $803.1K | 0.13% | +4,039+43.2% | Added |
| Argentarii, LLC | 13,436 | $806.5K | 0.40% | +7,113+112.5% | Added |
| Transcend Wealth Collective, LLC | 13,475 | $808.8K | 0.06% | +395+3.0% | Added |
| World Equity Group, Inc. | 13,633 | $809.6K | 0.23% | +995+7.9% | Added |
| Dover Advisors, LLC | 13,324 | $813.3K | 0.35% | +3,690+38.3% | Added |
| Linscomb & Williams, Inc. | 13,582 | $815.2K | 0.04% | +8,218+153.2% | Added |
| Signature Wealth Management Partners, LLC | 13,638 | $818.6K | 0.54% | −699−4.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 13,645 | $819.0K | 0.19% | +4,907+56.2% | Added |
| Bill Few Associates, Inc. | 13,696 | $822.0K | 0.29% | +298+2.2% | Added |
| Nwam LLC | 13,710 | $822.9K | 0.07% | +1,270+10.2% | Added |
| Fiduciary Group LLC | 13,778 | $827.0K | 0.08% | 00.0% | Unchanged |
| Boston Family Office LLC | 13,779 | $827.0K | 0.06% | +1,000+7.8% | Added |
| Avidian Wealth Solutions, LLC | 13,792 | $827.8K | 0.04% | −4,372−24.1% | Reduced |
| Davis Capital Management | 13,843 | $830.9K | 0.66% | +71+0.5% | Added |
| Brooks, Moore & Associates, Inc. | 13,855 | $831.6K | 0.47% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 13,872 | $832.6K | 0.50% | −120−0.9% | Reduced |
| Godsey & Gibb Associates | 13,905 | $834.6K | 0.08% | −183−1.3% | Reduced |
| Magnolia Capital Advisors LLC | 13,907 | $834.7K | 0.23% | −45−0.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 13,922 | $835.6K | 0.07% | −60−0.4% | Reduced |
| Chicago Capital, LLC | 13,948 | $837.2K | 0.02% | +10.0% | Added |
| Principle Wealth Partners LLC | 13,990 | $839.7K | 0.06% | +553+4.1% | Added |
| Chemung Canal Trust Co | 13,992 | $839.8K | 0.18% | 00.0% | Unchanged |
| Eastern Bank | 14,025 | $841.8K | 0.02% | +300+2.2% | Added |
| FLC Capital Advisors | 14,044 | $842.9K | 0.19% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 14,051 | $843.0K | 0.20% | +134+1.0% | Added |
| Sargent Investment Group, LLC | 14,097 | $846.1K | 0.14% | +3,398+31.8% | Added |
| MCF Advisors LLC | 13,871 | $846.1K | 0.06% | −450−3.1% | Reduced |
| State of Wyoming | 14,124 | $847.7K | 0.11% | +4,539+47.4% | Added |
| Neville Rodie & Shaw Inc | 14,128 | $848.0K | 0.07% | +855+6.4% | Added |
| Wedmont Private Capital | 15,043 | $852.2K | 0.04% | −4,404−22.6% | Reduced |
| International Private Wealth Advisors LLC | 14,201 | $852.4K | 0.82% | +1,632+13.0% | Added |
| Wolff Financial Management LLC | 14,222 | $854.0K | 0.24% | +20.0% | Added |
| Edgestream Partners, L.P. | 14,240 | $854.7K | 0.03% | −7,222−33.7% | Reduced |
| Alpha Omega Wealth Management LLC | 14,241 | $854.8K | 0.16% | +829+6.2% | Added |
| Samalin Investment Counsel, LLC | 14,252 | $855.4K | 0.35% | −18−0.1% | Reduced |
| Kapstone Financial Advisors LLC | 14,281 | $857.1K | 0.48% | +998+7.5% | Added |
| WFA Asset Management Corp | 19,830 | $865.0K | 0.45% | −12,186−38.1% | Reduced |
| Exchange Bank | 14,433 | $866.3K | 0.70% | −85−0.6% | Reduced |
| Ted Buchan & Co | 14,433 | $866.3K | 0.41% | +156+1.1% | Added |
| Gilliland Jeter Wealth Management LLC | 14,519 | $871.4K | 0.31% | +37+0.3% | Added |
| Syon Capital LLC | 14,524 | $871.7K | 0.07% | +446+3.2% | Added |
| Cozad Asset Management Inc | 14,616 | $877.3K | 0.09% | +700+5.0% | Added |
| Allianz SE | 14,670 | $880.5K | 0.02% | +970+7.1% | Added |
| WCG Wealth Advisors LLC | 14,672 | $880.6K | 0.07% | −1,708−10.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 14,713 | $883.1K | 0.64% | +502+3.5% | Added |
| Courier Capital LLC | 14,718 | $883.4K | 0.06% | −599−3.9% | Reduced |
| AdvisorShares Investments LLC | 15,042 | $884.3K | 0.17% | +5,542+58.3% | Added |
| Tradition Wealth Management, LLC | 14,745 | $885.0K | 0.08% | +251+1.7% | Added |
| Inscription Capital, LLC | 20,313 | $886.0K | 0.15% | +20,313 | New |
| Umb Bank N A | 14,795 | $888.0K | 0.01% | −891−5.7% | Reduced |
| Adviser Investments LLC | 14,801 | $888.3K | 0.01% | −560−3.6% | Reduced |
| Tradewinds, LLC. | 14,815 | $889.2K | 0.25% | +4,915+49.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 14,850 | $891.3K | 0.34% | +1,176+8.6% | Added |
| Meridian Wealth Management, LLC | 14,909 | $891.4K | 0.04% | −161−1.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 14,865 | $892.2K | 0.33% | −204−1.4% | Reduced |
| Penserra Capital Management LLC | 14,890 | $893.0K | 0.02% | +10,454+235.7% | Added |
| Gables Capital Management Inc. | 14,881 | $893.2K | 0.44% | 00.0% | Unchanged |
| Graypoint LLC | 14,948 | $897.2K | 0.06% | +866+6.1% | Added |
| Brass Tax Wealth Management, Inc | 14,949 | $897.2K | 0.19% | −13−0.1% | Reduced |
| CoreFirst Bank & Trust | 15,000 | $900.3K | 0.58% | −150−1.0% | Reduced |
| Compagnie Lombard Odier SCmA | 15,000 | $900.3K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 15,000 | $900.3K | 0.09% | 00.0% | Unchanged |
| Philadelphia Trust Co | 15,099 | $906.0K | 0.08% | −212−1.4% | Reduced |
| Evernest Financial Advisors, LLC | 15,113 | $907.1K | 0.33% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 15,128 | $908.0K | 0.01% | −4,189−21.7% | Reduced |
| Plimoth Trust Co LLC | 15,140 | $908.7K | 0.24% | −475−3.0% | Reduced |
| Continuum Advisory, LLC | 15,142 | $908.8K | 0.12% | −176−1.1% | Reduced |
| Colonial River Wealth Management, LLC | 15,154 | $909.5K | 0.50% | −3,745−19.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 15,155 | $909.6K | 0.27% | +396+2.7% | Added |
| Fidelis Capital Partners, LLC | 15,617 | $909.8K | 0.10% | −764−4.7% | Reduced |
| CWS Financial Advisors, LLC | 15,269 | $916.5K | 0.29% | +99+0.7% | Added |
| Salvus Wealth Management, LLC | 15,362 | $922.0K | 0.58% | +621+4.2% | Added |
| Klingenstein Fields & Co LP | 15,365 | $922.2K | 0.04% | −1,439−8.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 15,161 | $925.4K | 0.02% | −242−1.6% | Reduced |
| Wagner Wealth Management, LLC | 15,422 | $925.6K | 0.23% | +588+4.0% | Added |
| David Loasby | 16,475 | $928.8K | 0.09% | +1,760+12.0% | Added |
| Bordeaux Wealth Advisors LLC | 15,487 | $929.5K | 0.17% | −876−5.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 15,289 | $933.2K | 0.01% | −128−0.8% | Reduced |
| McGowan Group Asset Management, Inc. | 15,614 | $937.2K | 0.12% | −258−1.6% | Reduced |
| Clarity Financial LLC | 15,765 | $946.2K | 0.11% | −2,578−14.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 15,843 | $950.9K | 0.06% | −81−0.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,912 | $955.0K | 0.02% | +328+2.1% | Added |
| MTM Investment Management, LLC | 16,278 | $957.0K | 0.37% | +80.0% | Added |
| Checchi Capital Advisers, LLC | 15,982 | $959.2K | 0.07% | +693+4.5% | Added |
| Ancora Advisors, LLC | 16,082 | $965.2K | 0.02% | −152−0.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $966.3K | 0.34% | 00.0% | Unchanged |
| Phil A. Younker & Associates, Ltd. | 16,177 | $970.9K | 0.96% | −5,105−24.0% | Reduced |
| Invst, LLC | 16,188 | $971.6K | 0.13% | +11,589+252.0% | Added |
| D'Orazio & Associates, Inc. | 16,235 | $974.4K | 0.15% | +961+6.3% | Added |