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 |
|---|---|---|---|---|---|
| Beacon Financial Advisory LLC | 20,772 | $1.25M | 0.38% | +40+0.2% | Added |
| Forum Financial Management, LP | 20,807 | $1.25M | 0.02% | −739−3.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.25M | 0.31% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20,863 | $1.25M | 0.09% | +850+4.2% | Added |
| Private Wealth Asset Management, LLC | 20,865 | $1.25M | 0.18% | +20,865 | New |
| Onyx Bridge Wealth Group LLC | 20,863 | $1.25M | 0.18% | +132+0.6% | Added |
| Aurdan Capital Management, LLC | 20,906 | $1.25M | 0.47% | 00.0% | Unchanged |
| Dodge & Cox | 21,000 | $1.26M | 0.00% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 21,063 | $1.26M | 0.76% | 00.0% | Unchanged |
| Quilter Plc | 21,118 | $1.27M | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 21,137 | $1.27M | 0.25% | +11,135+111.3% | Added |
| Atlas Capital Advisors LLC | 21,143 | $1.27M | 0.16% | −882−4.0% | Reduced |
| ICW Investment Advisors LLC | 21,157 | $1.27M | 0.52% | −48−0.2% | Reduced |
| Chelsea Counsel Co | 20,835 | $1.27M | 0.69% | +375+1.8% | Added |
| HCR Wealth Advisors | 21,254 | $1.28M | 0.17% | +26+0.1% | Added |
| Federated Hermes, Inc. | 21,255 | $1.28M | 0.00% | −3,351−13.6% | Reduced |
| Morningstar Investment Management LLC | 21,310 | $1.28M | 0.11% | −1,031−4.6% | Reduced |
| Arete Wealth Advisors, LLC | 21,423 | $1.29M | 0.10% | +602+2.9% | Added |
| First Foundation Advisors | 21,440 | $1.29M | 0.05% | −2,292−9.7% | Reduced |
| Centennial Wealth Advisory LLC | 21,450 | $1.29M | 0.47% | +3,942+22.5% | Added |
| Qtron Investments LLC | 21,601 | $1.30M | 0.19% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 21,627 | $1.30M | 0.02% | +655+3.1% | Added |
| Center For Asset Management LLC | 21,712 | $1.30M | 0.80% | +28+0.1% | Added |
| Semmax Financial Advisors Inc. | 21,981 | $1.31M | 0.35% | +427+2.0% | Added |
| KLCM Advisors, Inc. | 21,778 | $1.31M | 0.15% | +2,680+14.0% | Added |
| Schonfeld Strategic Advisors LLC | 21,780 | $1.31M | 0.01% | −5,500−20.2% | Reduced |
| Retirement Guys Formula LLC | 21,905 | $1.31M | 0.65% | +2,915+15.4% | Added |
| FRG Family Wealth Advisors LLC | 21,867 | $1.31M | 0.25% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 21,933 | $1.32M | 0.34% | −13,973−38.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,968 | $1.32M | 0.32% | −342−1.5% | Reduced |
| Exeter Financial, LLC | 21,991 | $1.32M | 0.59% | +611+2.9% | Added |
| Aprio Wealth Management, LLC | 22,149 | $1.33M | 0.17% | +5,782+35.3% | Added |
| Leisure Capital Management | 22,207 | $1.33M | 0.55% | +85+0.4% | Added |
| One Capital Management, LLC | 22,240 | $1.33M | 0.05% | 00.0% | Unchanged |
| LMCG Investments, LLC | 22,247 | $1.34M | 0.09% | +4,933+28.5% | Added |
| Fiduciary Trust Co | 22,318 | $1.34M | 0.02% | −570−2.5% | Reduced |
| Terry L. Blaker | 22,367 | $1.34M | 0.05% | −5,616−20.1% | Reduced |
| Smartleaf Asset Management LLC | 23,176 | $1.35M | 0.13% | −912−3.8% | Reduced |
| Leavell Investment Management, Inc. | 22,223 | $1.36M | 0.07% | −1,278−5.4% | Reduced |
| Waratah Capital Advisors Ltd. | 22,737 | $1.36M | 0.09% | +22,737 | New |
| Key Client Fiduciary Advisors, LLC | 22,774 | $1.37M | 0.63% | +1,067+4.9% | Added |
| Rehmann Capital Advisory Group | 22,824 | $1.37M | 0.09% | −3,072−11.9% | Reduced |
| Integrity Alliance, LLC. | 22,907 | $1.37M | 0.05% | +15,457+207.5% | Added |
| Rothschild Investment LLC | 22,962 | $1.38M | 0.09% | −109−0.5% | Reduced |
| First Horizon Advisors, Inc. | 23,143 | $1.39M | 0.04% | +1,042+4.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,300 | $1.40M | 0.00% | +15,100+184.1% | Added |
| Modera Wealth Management, LLC | 23,332 | $1.40M | 0.02% | +1,084+4.9% | Added |
| Groupama Asset Managment | 24,111 | $1.40M | 0.03% | −35,597−59.6% | Reduced |
| Flagship Harbor Advisors, LLC | 23,398 | $1.40M | 0.07% | −202−0.9% | Reduced |
| Lee Danner & Bass Inc | 23,415 | $1.41M | 0.11% | 00.0% | Unchanged |
| VeraBank, N.A. | 23,473 | $1.41M | 0.39% | +17+0.1% | Added |
| Profund Advisors LLC | 23,531 | $1.41M | 0.06% | +2,916+14.1% | Added |
| Traynor Capital Management, Inc. | 23,648 | $1.42M | 0.12% | +1,059+4.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 23,732 | $1.42M | 0.29% | +70+0.3% | Added |
| Trust Co of Toledo NA | 23,753 | $1.43M | 0.19% | +6,532+37.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 23,984 | $1.43M | 0.00% | −3,522−12.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 23,823 | $1.43M | 0.30% | −175−0.7% | Reduced |
| Jump Financial, LLC | 23,865 | $1.43M | 0.02% | +15,993+203.2% | Added |
| Kovack Advisors, Inc. | 23,887 | $1.43M | 0.15% | +663+2.9% | Added |
| Certified Advisory Corp | 23,937 | $1.44M | 0.16% | −360−1.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 24,203 | $1.45M | 0.20% | +4,876+25.2% | Added |
| Ethos Financial Group, LLC | 24,671 | $1.46M | 0.14% | +21,526+684.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,426 | $1.47M | 0.01% | −145,620−85.6% | Reduced |
| Moody National Bank Trust Division | 24,474 | $1.47M | 0.15% | +876+3.7% | Added |
| Sharpepoint LLC | 25,071 | $1.47M | 1.29% | +4,913+24.4% | Added |
| Crawford Investment Counsel Inc | 24,621 | $1.48M | 0.03% | +2,452+11.1% | Added |
| Viewpoint Capital Management LLC | 24,739 | $1.48M | 0.80% | +1,458+6.3% | Added |
| Norden Group LLC | 25,020 | $1.50M | 0.17% | −6,574−20.8% | Reduced |
| CenterBook Partners LP | 25,078 | $1.51M | 0.10% | −4,893−16.3% | Reduced |
| Donoghue Forlines LLC | 25,172 | $1.51M | 0.48% | −3,496−12.2% | Reduced |
| Clear Creek Financial Management, LLC | 25,175 | $1.51M | 0.16% | +871+3.6% | Added |
| Logan Capital Management Inc | 25,219 | $1.51M | 0.07% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 25,260 | $1.52M | 1.80% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 25,321 | $1.52M | 0.49% | +11,629+84.9% | Added |
| United Advisor Group, LLC | 25,506 | $1.53M | 0.31% | −1,233−4.6% | Reduced |
| Keynote Financial Services LLC | 25,727 | $1.54M | 1.10% | −100.0% | Reduced |
| Ignite Planners, LLC | 26,192 | $1.55M | 0.30% | +1,326+5.3% | Added |
| Cascade Investment Group, Inc. | 25,934 | $1.56M | 1.20% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 27,173 | $1.56M | 0.93% | −78,986−74.4% | Reduced |
| Narwhal Capital Management | 26,045 | $1.56M | 0.14% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 26,063 | $1.56M | 0.48% | −297−1.1% | Reduced |
| Quadrant Capital Group LLC | 26,067 | $1.56M | 0.06% | +13,296+104.1% | Added |
| Rossmore Private Capital | 26,070 | $1.56M | 0.19% | +6,266+31.6% | Added |
| Alpha Cubed Investments, LLC | 26,137 | $1.57M | 0.07% | +1,378+5.6% | Added |
| Radnor Capital Management, LLC | 26,196 | $1.57M | 0.26% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 26,335 | $1.58M | 0.12% | +168+0.6% | Added |
| Taylor Hoffman Capital Management LLC | 26,944 | $1.58M | 0.59% | +132+0.5% | Added |
| Brady Martz Wealth Solutions, LLC | 26,409 | $1.59M | 0.36% | −274−1.0% | Reduced |
| American Century Companies Inc | 26,410 | $1.59M | 0.00% | −282−1.1% | Reduced |
| Focus Financial Network, Inc. | 26,476 | $1.59M | 0.06% | +420+1.6% | Added |
| F/M Investments LLC | 26,516 | $1.59M | 0.06% | −1,175−4.2% | Reduced |
| Left Brain Wealth Management, LLC | 26,539 | $1.59M | 0.70% | +497+1.9% | Added |
| HBK Sorce Advisory LLC | 26,639 | $1.60M | 0.05% | +1,620+6.5% | Added |
| Mount Yale Investment Advisors, LLC | 26,684 | $1.60M | 0.14% | −1,384−4.9% | Reduced |
| Corps Capital Advisors, LLC | 26,875 | $1.61M | 1.70% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 27,001 | $1.62M | 0.02% | −295−1.1% | Reduced |
| Hohimer Wealth Management, LLC | 27,121 | $1.63M | 0.32% | +103+0.4% | Added |
| Delta Capital Management LLC | 27,130 | $1.63M | 0.94% | −330−1.2% | Reduced |
| Means Investment Co., Inc. | 27,153 | $1.63M | 0.17% | −2,348−8.0% | Reduced |
| First City Capital Management, Inc. | 27,172 | $1.63M | 0.98% | −2,264−7.7% | Reduced |