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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 3,258 | $195.5K | 0.00% | +20+0.6% | Added |
| Garde Capital, Inc. | 3,299 | $198.0K | 0.01% | −1,070−24.5% | Reduced |
| Quest 10 Wealth Builders, Inc. | 3,305 | $198.4K | 0.21% | −1,281−27.9% | Reduced |
| CNB Bank | 3,329 | $199.8K | 0.10% | 00.0% | Unchanged |
| AdviceOne Advisory Services, LLC | 3,334 | $200.1K | 0.16% | +3,334 | New |
| Bullock Wealth Management Group | 3,405 | $200.2K | 0.11% | +9+0.3% | Added |
| Capital A Wealth Management, LLC | 3,338 | $200.3K | 0.21% | −313−8.6% | Reduced |
| Magnolia Private Wealth, LLC | 3,346 | $200.8K | 0.17% | +3,346 | New |
| NDVR, Inc. | 3,352 | $201.2K | 0.21% | +3,352 | New |
| Marshall Financial Group Inc | 3,358 | $201.5K | 0.06% | +3,358 | New |
| Peddock Capital Advisors, LLC | 3,360 | $201.7K | 0.05% | +3,360 | New |
| Revolve Wealth Partners, LLC | 3,367 | $202.1K | 0.03% | +3,367 | New |
| PFS Partners, LLC | 3,367 | $202.1K | 0.11% | +18+0.5% | Added |
| Investment Research & Advisory Group, Inc. | 3,369 | $202.2K | 0.09% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 3,393 | $203.6K | 0.03% | +3,393 | New |
| Gateway Wealth Partners, LLC | 3,398 | $203.9K | 0.05% | −1,171−25.6% | Reduced |
| Gibbs Wealth Management | 3,401 | $204.1K | 0.05% | +3,401 | New |
| Hudock, Inc. | 3,403 | $204.3K | 0.04% | +3,403 | New |
| BKM Wealth Management, LLC | 3,410 | $204.7K | 0.08% | +3,410 | New |
| Global Trust Asset Management, LLC | 3,414 | $204.9K | 0.12% | +2,300+206.5% | Added |
| Sivia Capital Partners, LLC | 3,415 | $205.0K | 0.10% | +3,415 | New |
| Capital Performance Advisors LLP | 3,423 | $205.4K | 0.05% | +3,423 | New |
| Capital Insight Partners, LLC | 3,425 | $205.6K | 0.04% | +3,425 | New |
| Yoder Wealth Management, Inc. | 3,434 | $206.1K | 0.12% | +3,434 | New |
| Nadler Financial Group, Inc. | 3,437 | $206.3K | 0.02% | +3,437 | New |
| NBW Capital LLC | 3,437 | $206.3K | 0.05% | +3,437 | New |
| Atala Financial Inc | 3,440 | $206.5K | 0.15% | 00.0% | Unchanged |
| Ade, LLC | 3,444 | $206.7K | 0.12% | +3,444 | New |
| Acima Private Wealth, LLC | 3,452 | $207.2K | 0.07% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 3,455 | $207.4K | 0.05% | +3,455 | New |
| Canvas Wealth Advisors, LLC | 3,530 | $207.6K | 0.05% | +3,530 | New |
| BFI Infinity Ltd. | 3,468 | $208.1K | 0.22% | +3,468 | New |
| Sunbeam Capital Management, LLC | 3,477 | $208.7K | 0.20% | +3,477 | New |
| DT Investment Partners, LLC | 3,479 | $208.8K | 0.02% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 3,480 | $208.9K | 0.10% | +3,480 | New |
| Iams Wealth Management, LLC | 3,485 | $209.2K | 0.10% | +3,485 | New |
| Quent Capital, LLC | 3,489 | $209.4K | 0.02% | +1,966+129.1% | Added |
| Invesco, LLC | 3,490 | $209.5K | 0.09% | +3,490 | New |
| GatePass Capital, LLC | 3,490 | $209.5K | 0.16% | +3,490 | New |
| Morris Financial Concepts, Inc. | 3,490 | $209.5K | 0.09% | +3,490 | New |
| Trust Co of Oklahoma | 3,495 | $209.8K | 0.07% | +3,495 | New |
| Commerzbank Aktiengesellschaft | 3,489 | $210.0K | 0.00% | +3,489 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,502 | $210.3K | 0.04% | +331+10.4% | Added |
| Drum Hill Capital, LLC | 3,521 | $211.3K | 0.24% | +3,521 | New |
| Piscataqua Savings Bank | 3,547 | $212.9K | 0.19% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,550 | $213.0K | 0.08% | +150+4.4% | Added |
| SS&H Financial Advisors, Inc. | 3,550 | $213.0K | 0.08% | +3,550 | New |
| CapWealth Advisors, LLC | 3,557 | $213.5K | 0.02% | +3,557 | New |
| Foster Dykema Cabot & Partners, LLC | 3,500 | $213.6K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 3,563 | $213.9K | 0.04% | +3,563 | New |
| D.B. Root & Company, LLC | 3,566 | $214.0K | 0.07% | +3,566 | New |
| Altus Wealth Group LLC | 3,570 | $214.3K | 0.10% | +3,570 | New |
| Motiv8 Investments LLC | 3,570 | $214.3K | 0.14% | +3,570 | New |
| Adirondack Trust Co | 3,580 | $214.9K | 0.08% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3,581 | $214.9K | 0.11% | −6,410−64.2% | Reduced |
| JSF Financial, LLC | 3,581 | $214.9K | 0.06% | −249−6.5% | Reduced |
| Gulf International Bank (UK) Ltd | 3,583 | $215.0K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 3,584 | $215.1K | 0.07% | +3,584 | New |
| Carret Asset Management, LLC | 3,586 | $215.2K | 0.02% | +3,586 | New |
| Requisite Capital Management, LLC | 3,537 | $215.7K | 0.05% | +3,537 | New |
| M. Kraus & Co | 3,600 | $216.1K | 0.07% | +3,600 | New |
| Twin Capital Management Inc | 3,616 | $217.0K | 0.03% | +3,616 | New |
| Y.D. More Investments Ltd | 3,617 | $217.1K | 0.02% | −124−3.3% | Reduced |
| Compass Capital Corp | 3,811 | $217.8K | 0.11% | −68−1.8% | Reduced |
| Everhart Financial Group, Inc. | 3,635 | $218.2K | 0.03% | +3,635 | New |
| Union Savings Bank | 3,637 | $218.3K | 0.11% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 3,707 | $218.7K | 0.10% | −226−5.7% | Reduced |
| Maia Wealth LLC | 3,831 | $218.9K | 0.05% | −8,172−68.1% | Reduced |
| Westside Investment Management, Inc. | 3,650 | $219.1K | 0.05% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 3,650 | $219.1K | 0.03% | +3,650 | New |
| Retirement Planning Group, LLC | 3,665 | $219.9K | 0.22% | +3,665 | New |
| Accelerate Investment Advisors LLC | 3,665 | $220.0K | 0.18% | +3,665 | New |
| Cambridge Advisors Inc. | 3,666 | $220.0K | 0.05% | +3,666 | New |
| Baker Boyer National Bank | 3,671 | $220.3K | 0.08% | +3,671 | New |
| Edge Financial Advisors LLC | 3,675 | $220.5K | 0.14% | +3,675 | New |
| Talisman Wealth Advisors LLC | 3,677 | $220.7K | 0.23% | +3,677 | New |
| Truvestments Capital LLC | 3,681 | $221.0K | 0.05% | −900−19.6% | Reduced |
| Bellevue Asset Management, LLC | 3,681 | $221.0K | 0.12% | +32+0.9% | Added |
| Cottonwood Capital Advisors, LLC | 3,684 | $221.1K | 0.16% | +3,684 | New |
| SNS Financial Group, LLC | 3,625 | $221.2K | 0.02% | +3,625 | New |
| Parvin Asset Management, LLC | 3,690 | $221.5K | 0.25% | +1,625+78.7% | Added |
| Optas, LLC | 3,691 | $221.5K | 0.04% | +3,691 | New |
| Ellerson Group Inc | 3,695 | $221.8K | 0.18% | +3,695 | New |
| McAdam, LLC | 3,695 | $221.8K | 0.01% | −1,642−30.8% | Reduced |
| MB, Levis & Associates, LLC | 3,703 | $222.3K | 0.10% | −24−0.6% | Reduced |
| Roman Butler Fullerton & Co | 3,866 | $222.3K | 0.09% | +38+1.0% | Added |
| Alhambra Investment Partners LLC | 3,712 | $222.8K | 0.11% | +3,712 | New |
| RMR Wealth Builders | 3,718 | $223.2K | 0.02% | +3,718 | New |
| Cardiff Park Advisors, LLC | 3,719 | $223.2K | 0.02% | +3,719 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,722 | $223.4K | 0.03% | +3,722 | New |
| Garrett Wealth Advisory Group, LLC | 3,744 | $224.7K | 0.05% | +3,744 | New |
| Benin Management CORP | 3,752 | $225.2K | 0.06% | +3,752 | New |
| Wealth Advisors of Tampa Bay, LLC | 3,768 | $226.2K | 0.09% | +3,768 | New |
| Keel Point, LLC | 3,769 | $226.2K | 0.02% | +3,769 | New |
| Paradigm, Strategies in Wealth Management, LLC | 3,813 | $228.8K | 0.15% | +3,813 | New |
| Capital Advisors, Ltd. LLC | 3,807 | $229.0K | 0.03% | +167+4.6% | Added |
| Wealthquest Corp | 3,819 | $229.2K | 0.02% | +3,819 | New |
| Vista Wealth Management Group, LLC | 3,819 | $229.2K | 0.01% | +3,819 | New |
| B.O.S.S. Retirement Advisors, LLC | 3,819 | $229.2K | 0.07% | −978−20.4% | Reduced |
| Vertex Planning Partners, LLC | 3,825 | $229.5K | 0.05% | −10−0.3% | Reduced |