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; 2,575 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
- 2,251
- +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
- 770 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| Studio Investment Management LLC | 422 | $25.8K | 0.01% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 435 | $26.0K | 0.03% | +8+1.9% | Added |
| Financial Freedom, LLC | 442 | $26.5K | 0.02% | +7+1.6% | Added |
| Ridgewood Investments LLC | 1,260 | $26.7K | 0.01% | +997+379.1% | Added |
| Fairman Group, LLC | 512 | $26.8K | 0.02% | +10+2.0% | Added |
| William B. Walkup & Associates, Inc. | 447 | $26.8K | 0.02% | 00.0% | Unchanged |
| Graney & King, LLC | 454 | $27.3K | 0.02% | +5+1.1% | Added |
| Retirement Wealth Solutions LLC | 472 | $28.4K | 0.02% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 500 | $30.0K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 504 | $30.3K | 0.01% | +34+7.2% | Added |
| Sierra Ocean, LLC | 509 | $30.6K | 0.02% | +353+226.3% | Added |
| Inlight Wealth Management, LLC | 512 | $30.7K | 0.02% | +512 | New |
| Summer Road LLC | 550 | $31.9K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 537 | $32.2K | 0.01% | −42−7.3% | Reduced |
| TD Capital Management LLC | 570 | $34.2K | 0.00% | +55+10.7% | Added |
| REAP Financial Group, LLC | 587 | $35.2K | 0.01% | +221+60.4% | Added |
| Ogorek Anthony Joseph | 612 | $36.0K | 0.01% | +187+44.0% | Added |
| Arlington Trust Co LLC | 600 | $36.0K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 600 | $36.0K | 0.00% | +600 | New |
| Consultiva Wealth Management, Corp. | 600 | $36.0K | 0.12% | +600 | New |
| Maryland Capital Advisors Inc. | 605 | $36.3K | 0.02% | +7+1.2% | Added |
| Marshall Investment Management, LLC | 624 | $37.5K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 647 | $37.5K | 0.02% | +117+22.1% | Added |
| Accordant Advisory Group Inc | 625 | $37.5K | 0.04% | 00.0% | Unchanged |
| BNP Paribas | 630 | $37.8K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 631 | $37.9K | 0.03% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 635 | $38.1K | 0.03% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 636 | $38.2K | 0.01% | +217+51.8% | Added |
| Olistico Wealth, LLC | 639 | $38.4K | 0.02% | −300−31.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 640 | $38.4K | 0.08% | −388−37.7% | Reduced |
| Promus Capital, LLC | 642 | $38.5K | 0.03% | +12+1.9% | Added |
| AllSquare Wealth Management LLC | 645 | $38.7K | 0.02% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 650 | $39.0K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 664 | $39.9K | 0.02% | +664 | New |
| Iron Horse Wealth Management, LLC | 666 | $40.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 675 | $40.5K | 0.01% | +103+18.0% | Added |
| Proathlete Wealth Management LLC | 677 | $40.7K | 0.01% | +677 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 678 | $40.7K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 682 | $40.9K | 0.01% | −93−12.0% | Reduced |
| St. Johns Investment Management Company, LLC | 689 | $41.4K | 0.02% | +189+37.8% | Added |
| Briaud Financial Planning, Inc | 710 | $42.0K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 811 | $42.4K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 717 | $43.0K | 0.02% | +281+64.4% | Added |
| Bellwether Advisors, LLC | 722 | $43.3K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 725 | $43.5K | 0.00% | +28+4.0% | Added |
| IAG Wealth Partners, LLC | 728 | $43.7K | 0.01% | +73+11.1% | Added |
| Painted Porch Advisors LLC | 731 | $43.9K | 0.02% | −121−14.2% | Reduced |
| Tortoise Investment Management, LLC | 732 | $43.9K | 0.00% | +4+0.5% | Added |
| Hallmark Capital Management Inc | 733 | $44.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 741 | $44.5K | 0.04% | +741 | New |
| Investment Management Corp | 747 | $44.8K | 0.04% | +449+150.7% | Added |
| Legacy Wealth Managment, LLC | 749 | $44.9K | 0.03% | +192+34.5% | Added |
| Ulland Investment Advisors, LLC | 742 | $45.0K | 0.04% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 750 | $45.0K | 0.11% | 00.0% | Unchanged |
| Avalon Trust Co | 750 | $45.0K | 0.00% | +750 | New |
| Beaird Harris Wealth Management, LLC | 755 | $45.3K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 772 | $46.3K | 0.00% | +767+15,340.0% | Added |
| Bruce G. Allen Investments, LLC | 780 | $46.8K | 0.04% | −91−10.4% | Reduced |
| Creekmur Asset Management LLC | 783 | $47.0K | 0.01% | −15−1.9% | Reduced |
| Sawyer & Company, Inc | 800 | $48.0K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 800 | $48.0K | 0.03% | −200−20.0% | Reduced |
| Wolff Wiese Magana LLC | 809 | $48.5K | 0.03% | +6+0.7% | Added |
| Asset Dedication, LLC | 814 | $48.9K | 0.00% | −107−11.6% | Reduced |
| Pineridge Advisors LLC | 816 | $49.0K | 0.02% | +97+13.5% | Added |
| Islay Capital Management, LLC | 842 | $50.5K | 0.03% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 860 | $51.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 866 | $52.0K | 0.03% | −221−20.3% | Reduced |
| CGC Financial Services, LLC | 952 | $57.1K | 0.02% | +2+0.2% | Added |
| Riverview Trust Co | 967 | $58.0K | 0.06% | +109+12.7% | Added |
| Atticus Wealth Management, LLC | 975 | $58.5K | 0.02% | −404−29.3% | Reduced |
| Insight Financial Services | 977 | $58.6K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 998 | $59.9K | 0.03% | +19+1.9% | Added |
| Pingora Partners LLC | 1,000 | $60.0K | 0.04% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1,006 | $60.4K | 0.12% | +1,006 | New |
| NewSquare Capital LLC | 1,015 | $60.9K | 0.00% | +981+2,885.3% | Added |
| Glen Eagle Advisors, LLC | 1,019 | $61.2K | 0.01% | −120−10.5% | Reduced |
| Private Wealth Management Group, LLC | 1,019 | $61.2K | 0.02% | +104+11.4% | Added |
| SJS Investment Consulting Inc. | 1,022 | $61.3K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,050 | $63.0K | 0.02% | +27+2.6% | Added |
| VSM Wealth Advisory, LLC | 1,050 | $63.0K | 0.02% | +500+90.9% | Added |
| Copia Wealth Management | 1,063 | $63.8K | 0.06% | −118−10.0% | Reduced |
| Kiker Wealth Management, LLC | 1,064 | $63.8K | 0.04% | +1,064 | New |
| Pandora Wealth, Inc. | 1,096 | $65.8K | 0.04% | +1,096 | New |
| Flagship Wealth Advisors, LLC | 1,100 | $66.0K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 1,131 | $67.9K | 0.05% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,139 | $68.4K | 0.06% | −69−5.7% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,177 | $70.6K | 0.04% | +69+6.2% | Added |
| First PREMIER Bank | 1,190 | $71.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,187 | $71.2K | 0.05% | +175+17.3% | Added |
| Stephenson National Bank & Trust | 1,200 | $72.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,206 | $72.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,210 | $72.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,233 | $74.0K | 0.02% | +150+13.9% | Added |
| United Community Bank | 1,242 | $74.5K | 0.03% | −208−14.3% | Reduced |
| Birchbrook, Inc. | 1,250 | $75.0K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,250 | $75.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,300 | $78.0K | 0.00% | −108−7.7% | Reduced |
| First Community Trust NA | 1,300 | $78.0K | 0.07% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,300 | $78.0K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 1,302 | $78.1K | 0.04% | 00.0% | Unchanged |