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 |
|---|---|---|---|---|---|
| Lavaca Capital LLC | 1,313 | $78.8K | 0.04% | −609−31.7% | Reduced |
| Wood Tarver Financial Group, LLC | 1,314 | $78.9K | 0.03% | 00.0% | Unchanged |
| Curat Global, LLC | 1,316 | $79.0K | 0.10% | +1,316 | New |
| Rosenberg Matthew Hamilton | 1,326 | $79.6K | 0.02% | +79+6.3% | Added |
| Canton Hathaway, LLC | 1,340 | $80.0K | 0.02% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 1,352 | $81.1K | 0.05% | +1,352 | New |
| Boyd Watterson Asset Management LLC | 1,358 | $81.5K | 0.03% | −107−7.3% | Reduced |
| Sachetta, LLC | 1,346 | $81.7K | 0.03% | −1,115−45.3% | Reduced |
| Crewe Advisors LLC | 1,410 | $84.6K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,421 | $85.3K | 0.03% | +3+0.2% | Added |
| Cranbrook Wealth Management, LLC | 1,435 | $86.1K | 0.02% | −173−10.8% | Reduced |
| Kozak & Associates, Inc. | 1,539 | $87.9K | 0.02% | +30+2.0% | Added |
| Perkins Coie Trust Co | 1,471 | $88.3K | 0.02% | +11+0.8% | Added |
| Nalls Sherbakoff Group, LLC | 1,475 | $88.5K | 0.07% | +1,475 | New |
| Peoples Bank | 1,501 | $90.1K | 0.06% | 00.0% | Unchanged |
| Activest Wealth Management | 1,504 | $90.3K | 0.02% | +303+25.2% | Added |
| Rialto Wealth Management, LLC | 1,515 | $90.9K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,524 | $91.5K | 0.02% | +29+1.9% | Added |
| GW&K Investment Management, LLC | 1,528 | $92.0K | 0.00% | +463+43.5% | Added |
| Evermay Wealth Management LLC | 1,517 | $92.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,562 | $93.7K | 0.04% | +27+1.8% | Added |
| Westend Capital Management, LLC | 1,564 | $93.9K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,565 | $93.9K | 0.05% | 00.0% | Unchanged |
| BFSG, LLC | 1,565 | $93.9K | 0.01% | +18+1.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,570 | $94.2K | 0.03% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,590 | $95.4K | 0.06% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,828 | $95.6K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,610 | $96.0K | 0.01% | +133+9.0% | Added |
| Edmond de Rothschild Holding S.A. | 1,600 | $96.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,600 | $96.0K | 0.08% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,602 | $96.2K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,621 | $97.3K | 0.01% | +1,621 | New |
| Plante Moran Financial Advisors, LLC | 1,687 | $101.3K | 0.01% | −100−5.6% | Reduced |
| Proffitt & Goodson Inc | 1,720 | $103.2K | 0.02% | −109−6.0% | Reduced |
| Avion Wealth | 1,998 | $104.0K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,739 | $104.4K | 0.05% | +32+1.9% | Added |
| Orion Capital Management LLC | 1,785 | $107.1K | 0.05% | +1,785 | New |
| Creative Financial Designs Inc | 1,840 | $110.4K | 0.01% | −2,760−60.0% | Reduced |
| Capula Management Ltd | 1,887 | $113.3K | 0.00% | +1,887 | New |
| GF Fund Management Co. Ltd. | 1,915 | $114.9K | 0.00% | +1,915 | New |
| Albion Financial Group | 1,936 | $116.2K | 0.01% | −824−29.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1,952 | $117.2K | 0.01% | −1−0.1% | Reduced |
| Security National Bank | 1,957 | $117.5K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 2,000 | $120.0K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,031 | $122.0K | 0.02% | −454−18.3% | Reduced |
| Gen-Wealth Partners Inc | 2,043 | $122.6K | 0.05% | −146−6.7% | Reduced |
| Costello Asset Management, INC | 2,066 | $124.0K | 0.05% | +766+58.9% | Added |
| Clark Wealth Partners | 2,086 | $125.2K | 0.09% | +2,000+2,325.6% | Added |
| Winch Advisory Services, LLC | 2,094 | $125.7K | 0.03% | +41+2.0% | Added |
| Cohen & Steers, Inc. | 2,100 | $126.0K | 0.00% | +2,100 | New |
| LFA - Lugano Financial Advisors SA | 2,100 | $126.0K | 0.09% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,100 | $126.0K | 0.04% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,113 | $126.8K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 2,119 | $127.2K | 0.05% | +42+2.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,127 | $127.7K | 0.07% | +46+2.2% | Added |
| Stonebridge Financial Group, LLC | 2,165 | $130.0K | 0.01% | +17+0.8% | Added |
| Addison Advisors LLC | 2,177 | $130.7K | 0.04% | −178−7.6% | Reduced |
| Pin Oak Investment Advisors Inc | 2,267 | $132.0K | 0.10% | −116−4.9% | Reduced |
| Kentucky Trust Co | 2,200 | $132.0K | 0.08% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,207 | $132.5K | 0.10% | −2,098−48.7% | Reduced |
| Cornerstone Planning Group LLC | 2,346 | $137.4K | 0.03% | +1,066+83.3% | Added |
| Fourth Dimension Wealth, LLC | 2,328 | $139.7K | 0.07% | +500+27.4% | Added |
| 1 North Wealth Services LLC | 2,382 | $143.0K | 0.07% | +2,382 | New |
| Field & Main Bank | 2,400 | $144.0K | 0.05% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,400 | $146.5K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 2,450 | $147.0K | 0.20% | −150−5.8% | Reduced |
| Bank of New Hampshire | 2,495 | $149.8K | 0.04% | +175+7.5% | Added |
| Acropolis Investment Management, LLC | 2,505 | $150.4K | 0.01% | +118+4.9% | Added |
| Park Square Financial Group, LLC | 2,512 | $150.8K | 0.12% | −664−20.9% | Reduced |
| Park Place Capital Corp | 2,532 | $152.0K | 0.04% | +50+2.0% | Added |
| Amica Retiree Medical Trust | 2,550 | $153.0K | 0.23% | −609−19.3% | Reduced |
| Resources Management Corp | 2,545 | $153.0K | 0.02% | +125+5.2% | Added |
| GHP Investment Advisors, Inc. | 2,550 | $153.1K | 0.01% | +11+0.4% | Added |
| Aventura Private Wealth, LLC | 2,566 | $154.0K | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,600 | $156.1K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,618 | $157.1K | 0.06% | +45+1.7% | Added |
| Cherry Tree Wealth Management, LLC | 2,667 | $160.1K | 0.04% | −100−3.6% | Reduced |
| City Holding Co | 2,713 | $162.8K | 0.02% | −100−3.6% | Reduced |
| West Oak Capital, LLC | 2,740 | $164.5K | 0.06% | 00.0% | Unchanged |
| Motco | 2,754 | $165.3K | 0.02% | +595+27.6% | Added |
| McIlrath & Eck, LLC | 2,774 | $166.5K | 0.02% | +588+26.9% | Added |
| Kimelman & Baird, LLC | 2,779 | $166.8K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,800 | $168.1K | 0.01% | −17−0.6% | Reduced |
| Crews Bank & Trust | 2,835 | $170.2K | 0.03% | +410+16.9% | Added |
| Cypress Capital Management LLC (WY) | 2,900 | $174.1K | 0.21% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2,931 | $175.9K | 0.08% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,932 | $176.0K | 0.04% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 2,948 | $176.9K | 0.05% | +2,174+280.9% | Added |
| North Capital, Inc. | 2,976 | $178.6K | 0.17% | +2,976 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,941 | $179.5K | 0.08% | +29+1.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $180.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 3,007 | $180.5K | 0.04% | −8−0.3% | Reduced |
| Fairscale Capital, LLC | 2,970 | $181.3K | 0.16% | −78−2.6% | Reduced |
| Indiana Trust & Investment Management CO | 3,050 | $183.1K | 0.07% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 3,060 | $183.7K | 0.14% | −200−6.1% | Reduced |
| JFS Wealth Advisors, LLC | 3,078 | $184.7K | 0.01% | +243+8.6% | Added |
| Cary Street Partner Investment Advisory LLC | 3,135 | $188.2K | 0.11% | +726+30.1% | Added |
| Binnacle Investments Inc | 3,179 | $190.8K | 0.14% | +3,179 | New |
| Elite Financial, Inc. | 3,208 | $192.0K | 0.10% | +3,208 | New |
| FSC Wealth Advisors, LLC | 3,238 | $194.3K | 0.13% | +832+34.6% | Added |