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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 37,006 | $2.22M | 0.12% | −9,903−21.1% | Reduced |
| Next Level Private LLC | 37,038 | $2.22M | 0.83% | +275+0.7% | Added |
| XML Financial, LLC | 37,074 | $2.23M | 0.21% | −296−0.8% | Reduced |
| WSFS Capital Management, LLC | 37,171 | $2.23M | 0.13% | −4,272−10.3% | Reduced |
| South State Corp. | 37,279 | $2.24M | 0.10% | −2,871−7.2% | Reduced |
| Independent Financial Group, LLC | 37,750 | $2.27M | 0.08% | +873+2.4% | Added |
| TCW Group Inc | 37,809 | $2.27M | 0.02% | +1,349+3.7% | Added |
| Summit Financial, LLC | 37,856 | $2.27M | 0.06% | +363+1.0% | Added |
| Axxcess Wealth Management, LLC | 37,879 | $2.27M | 0.06% | −4,266−10.1% | Reduced |
| ProVise Management Group, LLC | 37,897 | $2.27M | 0.19% | +160+0.4% | Added |
| Wesbanco Bank Inc | 38,279 | $2.30M | 0.08% | −312−0.8% | Reduced |
| Essex Financial Services, Inc. | 38,344 | $2.30M | 0.17% | +2,690+7.5% | Added |
| GTS Securities LLC | 38,530 | $2.31M | 0.10% | +21,501+126.3% | Added |
| Bahl & Gaynor Inc | 38,546 | $2.31M | 0.01% | +40.0% | Added |
| KC Investment Advisors, LLC | 38,620 | $2.32M | 0.51% | +20,781+116.5% | Added |
| United Services Automobile Association | 40,006 | $2.33M | 0.07% | −1,278,320−97.0% | Reduced |
| Disciplined Equity Management, Inc. | 38,995 | $2.34M | 1.63% | −3,940−9.2% | Reduced |
| Optimist Retirement Group LLC | 39,057 | $2.34M | 1.17% | −1,396−3.5% | Reduced |
| Stolper Co | 39,383 | $2.36M | 0.78% | +125+0.3% | Added |
| GM Advisory Group, Inc. | 39,509 | $2.37M | 0.13% | +39+0.1% | Added |
| IFP Advisors, Inc | 39,624 | $2.38M | 0.07% | +6,897+21.1% | Added |
| Welch Group, LLC | 40,993 | $2.38M | 0.10% | −95−0.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 39,869 | $2.39M | 0.08% | +3,464+9.5% | Added |
| Prosperity Consulting Group, LLC | 39,887 | $2.39M | 0.19% | +50+0.1% | Added |
| Amica Mutual Insurance Co | 39,899 | $2.40M | 0.26% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 39,966 | $2.40M | 0.30% | −2,193−5.2% | Reduced |
| Cary Street Partners Financial LLC | 40,059 | $2.40M | 0.08% | −724−1.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 39,912 | $2.41M | 0.16% | −6,476−14.0% | Reduced |
| Ausdal Financial Partners, Inc. | 40,405 | $2.43M | 0.18% | +2,952+7.9% | Added |
| Ameritas Advisory Services, LLC | 42,907 | $2.43M | 0.10% | −391−0.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 40,567 | $2.43M | 0.56% | +4,666+13.0% | Added |
| Private Trust Co NA | 40,776 | $2.45M | 0.25% | −1,685−4.0% | Reduced |
| Howard Capital Management Group, LLC | 40,944 | $2.46M | 0.19% | −240−0.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 40,960 | $2.46M | 0.94% | +1,086+2.7% | Added |
| Geneos Wealth Management Inc. | 40,994 | $2.46M | 0.08% | +6,441+18.6% | Added |
| Trust Co of Vermont | 41,480 | $2.49M | 0.12% | −1,802−4.2% | Reduced |
| Associated Banc-Corp | 41,567 | $2.49M | 0.08% | −5,866−12.4% | Reduced |
| SeaCrest Wealth Management, LLC | 41,630 | $2.50M | 0.28% | −9,061−17.9% | Reduced |
| Valeo Financial Advisors, LLC | 41,784 | $2.51M | 0.07% | −532−1.3% | Reduced |
| Cherokee Insurance Co | 41,839 | $2.51M | 1.11% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 42,062 | $2.52M | 0.93% | −27−0.1% | Reduced |
| Icon Wealth Advisors, LLC | 42,072 | $2.53M | 0.21% | +7,227+20.7% | Added |
| Cornerstone Advisors, LLC | 42,100 | $2.53M | 0.11% | −41,000−49.3% | Reduced |
| Simmons Bank | 42,335 | $2.54M | 0.19% | −1,836−4.2% | Reduced |
| Parallel Advisors, LLC | 42,367 | $2.54M | 0.06% | −3,285−7.2% | Reduced |
| Meeder Advisory Services, Inc. | 42,494 | $2.55M | 0.15% | +5,200+13.9% | Added |
| Deltec Asset Management LLC | 42,608 | $2.56M | 0.55% | −1,008−2.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 41,918 | $2.56M | 0.10% | −3,296−7.3% | Reduced |
| Fortune Financial Advisors, LLC | 42,628 | $2.56M | 2.21% | +1,280+3.1% | Added |
| Greenleaf Trust | 42,735 | $2.56M | 0.02% | +2,791+7.0% | Added |
| Segall Bryant & Hamill, LLC | 42,763 | $2.57M | 0.04% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 42,954 | $2.58M | 0.83% | −720−1.6% | Reduced |
| Coldstream Capital Management Inc | 43,028 | $2.58M | 0.06% | +964+2.3% | Added |
| Paradigm Financial Partners, LLC | 43,133 | $2.59M | 0.32% | −2,797−6.1% | Reduced |
| Waters Parkerson & Co., LLC | 43,707 | $2.62M | 0.14% | −142−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 43,769 | $2.63M | 0.03% | −9,949−18.5% | Reduced |
| Bollard Group LLC | 44,002 | $2.64M | 0.07% | −3,759−7.9% | Reduced |
| Financial Partners Group, LLC | 44,478 | $2.67M | 1.16% | −5,490−11.0% | Reduced |
| CFC Planning Co LLC | 45,070 | $2.71M | 2.96% | +5,831+14.9% | Added |
| Ceera Investments, LLC | 45,258 | $2.72M | 0.94% | 00.0% | Unchanged |
| Edgar Lomax Co | 45,340 | $2.72M | 0.17% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 45,512 | $2.73M | 0.01% | −26−0.1% | Reduced |
| Pensionmark Financial Group, LLC | 45,562 | $2.73M | 0.07% | +8,939+24.4% | Added |
| Hartford Financial Management Inc. | 45,639 | $2.74M | 0.57% | −30.0% | Reduced |
| Formidable Asset Management, LLC | 45,886 | $2.75M | 0.46% | −5,862−11.3% | Reduced |
| NBT Bank N A | 45,934 | $2.76M | 0.20% | +846+1.9% | Added |
| Capital Investment Advisory Services, LLC | 45,973 | $2.76M | 0.25% | +566+1.2% | Added |
| Moors & Cabot, Inc. | 46,080 | $2.77M | 0.14% | +1,173+2.6% | Added |
| HM Payson & Co | 46,122 | $2.77M | 0.05% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 46,126 | $2.77M | 0.43% | −632−1.4% | Reduced |
| Kathmere Capital Management, LLC | 46,287 | $2.78M | 0.24% | +4,421+10.6% | Added |
| Aua Capital Management, LLC | 46,409 | $2.79M | 1.81% | 00.0% | Unchanged |
| Trust Co of Virginia | 46,633 | $2.80M | 0.26% | −1,162−2.4% | Reduced |
| Wealthcare Advisory Partners LLC | 46,821 | $2.81M | 0.08% | −544−1.1% | Reduced |
| Element Capital Management LLC | 47,242 | $2.84M | 0.70% | +47,242 | New |
| Farther Finance Advisors, LLC | 48,333 | $2.84M | 0.07% | +14,140+41.4% | Added |
| Portfolio Design Labs, LLC | 47,387 | $2.84M | 0.59% | +47,387 | New |
| Quantessence Capital LLC | 47,400 | $2.84M | 0.71% | +38,856+454.8% | Added |
| Benjamin Edwards Inc | 47,491 | $2.85M | 0.04% | −909−1.9% | Reduced |
| GWN Securities Inc. | 48,874 | $2.85M | 0.16% | +19,778+68.0% | Added |
| We Are One Seven, LLC | 47,817 | $2.87M | 0.11% | +3,341+7.5% | Added |
| Stonegate Investment Group, LLC | 47,886 | $2.87M | 0.08% | +782+1.7% | Added |
| Investment Management Corp of Ontario | 47,896 | $2.87M | 0.06% | +400+0.8% | Added |
| Range Financial Group LLC | 47,917 | $2.88M | 1.28% | +5,970+14.2% | Added |
| LGT Fund Management Co Ltd. | 48,337 | $2.90M | 0.26% | 00.0% | Unchanged |
| Clark Estates Inc | 48,613 | $2.92M | 0.62% | −18,447−27.5% | Reduced |
| Peapack Gladstone Financial Corp | 48,752 | $2.93M | 0.04% | −10,662−17.9% | Reduced |
| Personal Cfo Solutions, LLC | 48,821 | $2.93M | 0.59% | +611+1.3% | Added |
| EFG Asset Management (Americas) Corp. | 48,825 | $2.93M | 0.59% | +946+2.0% | Added |
| Carnegie Capital Asset Management, LLC | 52,661 | $2.94M | 0.07% | +1,664+3.3% | Added |
| Valley National Advisers Inc | 49,129 | $2.95M | 0.53% | −4,260−8.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 49,107 | $2.95M | 0.11% | +2,139+4.6% | Added |
| NewEdge Wealth, LLC | 49,144 | $2.95M | 0.05% | +629+1.3% | Added |
| Confluence Wealth Services, Inc. | 50,465 | $2.96M | 0.19% | +269+0.5% | Added |
| Parthenon LLC | 49,327 | $2.96M | 0.36% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 49,332 | $2.96M | 0.21% | −21,494−30.3% | Reduced |
| Silvercrest Asset Management Group LLC | 49,489 | $2.97M | 0.02% | +4,325+9.6% | Added |
| Tounjian Advisory Partners, LLC | 49,598 | $2.98M | 0.56% | +49,598 | New |
| Steel Peak Wealth Management LLC | 49,157 | $3.00M | 0.13% | −113,402−69.8% | Reduced |
| Asset Planning,Inc | 50,181 | $3.01M | 2.36% | −601−1.2% | Reduced |