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 |
|---|---|---|---|---|---|
| Douglass Winthrop Advisors, LLC | 16,237 | $974.5K | 0.02% | −1,000−5.8% | Reduced |
| Beck Mack & Oliver LLC | 16,240 | $974.7K | 0.02% | +3,350+26.0% | Added |
| Allegheny Financial Group LTD | 16,301 | $978.4K | 0.25% | +158+1.0% | Added |
| Savvy Advisors, Inc. | 16,342 | $980.9K | 0.10% | +875+5.7% | Added |
| Joel Isaacson & Co., LLC | 16,390 | $983.7K | 0.04% | +25+0.2% | Added |
| American Financial & Tax Strategies Inc | 16,447 | $987.1K | 0.53% | 00.0% | Unchanged |
| Advisor Resource Council | 17,508 | $988.3K | 0.08% | +17,508 | New |
| Centaurus Financial, Inc. | 16,497 | $990.0K | 0.06% | −1,080−6.1% | Reduced |
| V-Square Quantitative Management LLC | 16,619 | $997.5K | 0.15% | −720−4.2% | Reduced |
| Drucker Wealth 3.0, LLC | 16,628 | $998.0K | 0.22% | −832−4.8% | Reduced |
| BKD Wealth Advisors, LLC | 16,632 | $998.3K | 0.02% | +4,540+37.5% | Added |
| Apexium Financial, LP | 16,688 | $1.00M | 0.06% | +5,952+55.4% | Added |
| CBOE Vest Financial, LLC | 16,696 | $1.00M | 0.02% | +7,074+73.5% | Added |
| NBC Securities, Inc. | 16,720 | $1.00M | 0.09% | +16,706+119,328.6% | Added |
| Jaffetilchin Investment Partners, LLC | 16,753 | $1.01M | 0.07% | −1,713−9.3% | Reduced |
| WealthPLAN Partners, LLC | 16,816 | $1.01M | 0.14% | +144+0.9% | Added |
| Ronald Blue Trust, Inc. | 16,857 | $1.01M | 0.01% | +493+3.0% | Added |
| Grove Bank & Trust | 16,896 | $1.01M | 0.14% | +98+0.6% | Added |
| LifeWealth Investments, LLC | 16,930 | $1.02M | 0.22% | +6,440+61.4% | Added |
| Retirement Planning Group | 16,965 | $1.02M | 0.05% | +272+1.6% | Added |
| denkapparat Operations GmbH | 16,974 | $1.02M | 1.08% | +6,918+68.8% | Added |
| Chicago Partners Investment Group LLC | 16,731 | $1.02M | 0.03% | −930−5.3% | Reduced |
| Loomis Sayles & Co L P | 16,990 | $1.02M | 0.00% | +737+4.5% | Added |
| Gsa Capital Partners LLP | 17,058 | $1.02M | 0.09% | −22,002−56.3% | Reduced |
| Cigna Investments Inc | 17,086 | $1.02M | 0.19% | −341−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 17,101 | $1.03M | 0.04% | +267+1.6% | Added |
| Everstar Asset Management, LLC | 17,250 | $1.04M | 0.69% | +7,064+69.4% | Added |
| Everett Harris & Co | 17,301 | $1.04M | 0.01% | +31+0.2% | Added |
| My Legacy Advisors, LLC | 17,325 | $1.04M | 0.40% | +1,179+7.3% | Added |
| North Star Investment Management Corp. | 17,365 | $1.04M | 0.08% | +21+0.1% | Added |
| Modern Wealth Management, LLC | 17,461 | $1.05M | 0.03% | +876+5.3% | Added |
| Clarius Group, LLC | 17,462 | $1.05M | 0.07% | −520−2.9% | Reduced |
| Colonial Trust Co | 17,493 | $1.05M | 0.16% | −182−1.0% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $1.06M | 0.20% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 17,646 | $1.06M | 0.02% | +13,517+327.4% | Added |
| Laurion Capital Management LP | 17,786 | $1.07M | 0.08% | −102,114−85.2% | Reduced |
| Richard W. Paul & Associates, LLC | 17,905 | $1.07M | 0.42% | −99−0.5% | Reduced |
| James J. Burns & Company, LLC | 17,906 | $1.07M | 0.19% | 00.0% | Unchanged |
| Searle & Co. | 17,912 | $1.08M | 0.31% | +70.0% | Added |
| Landscape Capital Management, L.L.C. | 18,005 | $1.08M | 0.10% | +18,005 | New |
| Mission Wealth Management, LP | 18,009 | $1.08M | 0.03% | +442+2.5% | Added |
| Peak Retirement Planning, Inc. | 18,015 | $1.08M | 0.60% | +2,376+15.2% | Added |
| ORG Partners LLC | 18,440 | $1.09M | 0.27% | −1,452−7.3% | Reduced |
| Marco Investment Management LLC | 18,218 | $1.09M | 0.10% | +2,100+13.0% | Added |
| Harvest Fund Management Co., Ltd | 18,280 | $1.10M | 0.05% | −4,440−19.5% | Reduced |
| Sanders Morris Harris LLC | 18,527 | $1.10M | 0.17% | +3,200+20.9% | Added |
| Dudley Capital Management, LLC | 18,350 | $1.10M | 0.59% | −378−2.0% | Reduced |
| Independent Wealth Network Inc. | 18,356 | $1.10M | 0.44% | −65−0.4% | Reduced |
| Cortland Associates Inc | 18,363 | $1.10M | 0.13% | +317+1.8% | Added |
| Kanawha Capital Management LLC | 18,384 | $1.10M | 0.09% | +289+1.6% | Added |
| Westpac Banking Corp | 18,386 | $1.10M | 0.08% | −22,979−55.6% | Reduced |
| Perpetual Ltd | 18,386 | $1.10M | 0.01% | −22,979−55.6% | Reduced |
| Excalibur Management Corp | 18,412 | $1.11M | 0.43% | −1,495−7.5% | Reduced |
| Koss-Olinger Consulting, LLC | 18,425 | $1.11M | 0.09% | +18,425 | New |
| Zhang Financial LLC | 18,483 | $1.11M | 0.06% | −234−1.3% | Reduced |
| Cidel Asset Management Inc | 18,637 | $1.12M | 0.07% | −1,113−5.6% | Reduced |
| Annex Advisory Services, LLC | 18,653 | $1.12M | 0.03% | −247−1.3% | Reduced |
| Franklin Street Advisors Inc | 18,669 | $1.12M | 0.08% | −150−0.8% | Reduced |
| BancorpSouth Bank | 18,678 | $1.12M | 0.08% | −12−0.1% | Reduced |
| IFG Advisory, LLC | 18,698 | $1.12M | 0.06% | +2,506+15.5% | Added |
| Capital Advisors Inc | 18,754 | $1.13M | 0.02% | +518+2.8% | Added |
| Legacy Private Trust Co. | 18,787 | $1.13M | 0.08% | +18,787 | New |
| Lazari Capital Management, Inc. | 18,809 | $1.13M | 0.46% | −62−0.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 19,012 | $1.13M | 0.10% | −3,525−15.6% | Reduced |
| Burns J W & Co Inc | 18,946 | $1.14M | 0.15% | −1,210−6.0% | Reduced |
| Ashton Thomas Securities, LLC | 18,949 | $1.14M | 0.32% | +14,644+340.2% | Added |
| Winnow Wealth LLC | 19,001 | $1.14M | 1.05% | +1,068+6.0% | Added |
| Widmann Financial Services, Inc. | 19,080 | $1.15M | 0.89% | +189+1.0% | Added |
| Mork Capital Management, LLC | 19,100 | $1.15M | 0.90% | 00.0% | Unchanged |
| Westmount Partners, LLC | 19,123 | $1.15M | 0.35% | +25+0.1% | Added |
| PBMares Wealth Management LLC | 19,123 | $1.15M | 0.23% | +7,908+70.5% | Added |
| R.m.sincerbeaux Capital Management LLC | 19,132 | $1.15M | 0.68% | +1,200+6.7% | Added |
| Boothbay Fund Management, LLC | 19,148 | $1.15M | 0.04% | +7,196+60.2% | Added |
| Michels Family Financial, LLC | 19,210 | $1.15M | 1.04% | +415+2.2% | Added |
| Fifth Third Wealth Advisors LLC | 19,239 | $1.15M | 0.06% | −181−0.9% | Reduced |
| Sonora Investment Management Group, LLC | 19,367 | $1.16M | 0.09% | +1,155+6.3% | Added |
| Financial Counselors Inc | 19,422 | $1.17M | 0.02% | −437−2.2% | Reduced |
| Close Asset Management Ltd | 19,443 | $1.17M | 0.03% | −2,675−12.1% | Reduced |
| Ellsworth Advisors, LLC | 19,463 | $1.17M | 0.31% | +2,277+13.2% | Added |
| Ballentine Partners, LLC | 19,515 | $1.17M | 0.02% | −1,901−8.9% | Reduced |
| Fulton Bank, N.A. | 19,658 | $1.18M | 0.05% | −2,938−13.0% | Reduced |
| Smith, Moore & Co. | 19,778 | $1.19M | 0.11% | +675+3.5% | Added |
| Mainstay Capital Management LLC | 19,905 | $1.19M | 0.16% | +65+0.3% | Added |
| WealthCare Investment Partners, LLC | 20,736 | $1.20M | 0.51% | +823+4.1% | Added |
| Diversified Trust Co | 19,921 | $1.20M | 0.03% | −31,935−61.6% | Reduced |
| Welch & Forbes LLC | 19,927 | $1.20M | 0.02% | −2,535−11.3% | Reduced |
| First Nebraska Trust Co | 20,011 | $1.20M | 0.12% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20,036 | $1.20M | 0.29% | −2,764−12.1% | Reduced |
| Charter Research & Investment Group, Inc. | 20,192 | $1.21M | 0.93% | 00.0% | Unchanged |
| Intrust Bank NA | 20,203 | $1.21M | 0.12% | +1,581+8.5% | Added |
| Park National Corp | 20,260 | $1.22M | 0.04% | −780−3.7% | Reduced |
| DGS Capital Management, LLC | 20,316 | $1.22M | 0.32% | +938+4.8% | Added |
| Beese Fulmer Investment Management, Inc. | 20,412 | $1.23M | 0.11% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 20,418 | $1.23M | 0.04% | −21−0.1% | Reduced |
| Hexagon Capital Partners LLC | 20,419 | $1.23M | 0.23% | −371−1.8% | Reduced |
| Atomi Financial Group, Inc. | 20,425 | $1.23M | 0.06% | +2,874+16.4% | Added |
| X-Square Capital, LLC | 20,455 | $1.23M | 0.53% | +1,836+9.9% | Added |
| SRS Capital Advisors, Inc. | 20,465 | $1.23M | 0.08% | +11,807+136.4% | Added |
| Spreng Capital Management, Inc. | 20,746 | $1.25M | 0.56% | +677+3.4% | Added |
| Cornerstone Select Advisors, LLC | 20,759 | $1.25M | 1.18% | +3,254+18.6% | Added |