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 |
|---|---|---|---|---|---|
| Wealth Management Associates, Inc. | 3,831 | $230.0K | 0.10% | +3,831 | New |
| German American Bancorp, Inc. | 3,832 | $230.0K | 0.02% | −138−3.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,780 | $230.7K | 0.02% | +3,780 | New |
| Clayton Financial Group LLC | 3,846 | $230.8K | 0.08% | −350−8.3% | Reduced |
| Front Row Advisors LLC | 3,792 | $231.5K | 0.09% | −16−0.4% | Reduced |
| Huntleigh Advisors, Inc. | 3,858 | $231.6K | 0.04% | +19+0.5% | Added |
| Crumly & Associates Inc. | 3,858 | $231.6K | 0.06% | +3,858 | New |
| Grant Private Wealth Management Inc | 3,862 | $231.8K | 0.25% | 00.0% | Unchanged |
| Claris Financial LLC | 4,449 | $232.7K | 0.15% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 3,889 | $233.4K | 0.09% | −216−5.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,893 | $233.7K | 0.05% | −500−11.4% | Reduced |
| Keating Investment Counselors Inc | 3,897 | $233.9K | 0.07% | −50−1.3% | Reduced |
| BostonPremier Wealth LLC | 3,897 | $233.9K | 0.15% | +4+0.1% | Added |
| Cito Capital Group, LLC | 3,900 | $234.0K | 0.09% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,900 | $234.1K | 0.04% | +10.0% | Added |
| Perfromance Wealth Partners, LLC | 3,904 | $234.3K | 0.01% | +3,904 | New |
| Triangle Securities Wealth Management | 3,918 | $235.2K | 0.06% | −100−2.5% | Reduced |
| Peachtree Investment Partners, LLC | 3,920 | $235.3K | 0.09% | +3,920 | New |
| Horan Capital Advisors, LLC. | 3,922 | $235.4K | 0.08% | +3,922 | New |
| Fearless Solutions, LLC dba Best Invest | 3,930 | $235.9K | 0.18% | +55+1.4% | Added |
| First Heartland Consultants, Inc. | 3,936 | $236.3K | 0.02% | +100+2.6% | Added |
| Foguth Wealth Management, LLC. | 3,939 | $236.4K | 0.06% | +3,939 | New |
| Fortress Private Ledger, LLC | 3,942 | $236.6K | 0.13% | +3,942 | New |
| Wedge Capital Management L L P | 3,943 | $236.7K | 0.00% | −59−1.5% | Reduced |
| IAM Advisory, LLC | 3,945 | $236.8K | 0.06% | +8+0.2% | Added |
| Patten Group, Inc. | 3,945 | $236.8K | 0.05% | −663−14.4% | Reduced |
| Smith Asset Management Co., LLC | 3,961 | $237.7K | 0.22% | −25−0.6% | Reduced |
| Aries Wealth Management | 3,970 | $238.3K | 0.06% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,972 | $238.4K | 0.05% | +3,972 | New |
| AMG National Trust Bank | 3,998 | $240.0K | 0.01% | +3,998 | New |
| Ingalls & Snyder LLC | 4,006 | $240.0K | 0.01% | −448−10.1% | Reduced |
| Garrison Point Advisors, LLC | 4,000 | $240.1K | 0.12% | +4,000 | New |
| Conscious Wealth Investments, LLC | 4,042 | $240.2K | 0.17% | +4,042 | New |
| Aster Capital Management (DIFC) Ltd | 4,310 | $240.7K | 0.04% | −10,143−70.2% | Reduced |
| Calamos Wealth Management LLC | 4,026 | $241.6K | 0.01% | +4,026 | New |
| Crew Capital Management, Ltd. | 4,037 | $242.3K | 0.20% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 4,037 | $242.3K | 0.16% | +4,037 | New |
| Strait & Sound Wealth Management LLC | 4,039 | $242.4K | 0.11% | −3,791−48.4% | Reduced |
| St Germain D J Co Inc | 4,050 | $243.1K | 0.01% | −673−14.2% | Reduced |
| Future Financial Wealth Managment LLC | 4,058 | $243.6K | 0.18% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 4,079 | $244.7K | 0.10% | +164+4.2% | Added |
| Kercheville Advisors, LLC | 4,100 | $246.1K | 0.10% | +4,100 | New |
| Sweeney & Michel, LLC | 4,431 | $246.2K | 0.11% | +4,431 | New |
| Fiduciary Family Office, LLC | 4,105 | $246.4K | 0.08% | +4,105 | New |
| Roundview Capital LLC | 4,124 | $247.5K | 0.02% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 4,132 | $248.0K | 0.18% | +21+0.5% | Added |
| Ellis Investment Partners, LLC | 4,133 | $248.1K | 0.05% | −1,046−20.2% | Reduced |
| Axim Planning & Wealth | 4,136 | $248.2K | 0.22% | −64−1.5% | Reduced |
| Purkiss Capital Advisors LLC | 4,146 | $248.8K | 0.19% | +4,146 | New |
| Stockman Wealth Management, Inc. | 4,158 | $249.6K | 0.04% | +77+1.9% | Added |
| W Advisors, LLC | 4,173 | $250.5K | 0.16% | +168+4.2% | Added |
| Becker Capital Management Inc | 4,118 | $251.3K | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 4,251 | $251.5K | 0.03% | +32+0.8% | Added |
| Uhlmann Price Securities, LLC | 4,212 | $252.8K | 0.19% | +28+0.7% | Added |
| Keb Asset Management, LLC | 4,214 | $252.9K | 0.07% | +381+9.9% | Added |
| Horizon Wealth Management, LLC | 4,215 | $253.0K | 0.04% | +64+1.5% | Added |
| Forza Wealth Management, LLC | 4,238 | $254.4K | 0.11% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 4,242 | $254.6K | 0.02% | +19+0.4% | Added |
| Napa Wealth Management | 4,243 | $254.7K | 0.14% | −37,071−89.7% | Reduced |
| Intrepid Capital Management Inc | 4,250 | $255.1K | 0.12% | +250+6.3% | Added |
| Strategic Investment Solutions, Inc. | 4,250 | $255.1K | 0.07% | +116+2.8% | Added |
| SC&H Financial Advisors, Inc. | 4,251 | $255.2K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,254 | $255.3K | 0.07% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,259 | $255.6K | 0.06% | −324−7.1% | Reduced |
| Gallacher Capital Management LLC | 4,278 | $256.8K | 0.13% | +4,278 | New |
| Hoge Financial Services, LLC | 4,285 | $257.2K | 0.18% | +98+2.3% | Added |
| Keyvantage Wealth, LLC | 4,294 | $257.7K | 0.13% | −874−16.9% | Reduced |
| Monetary Management Group Inc | 4,300 | $258.1K | 0.07% | −300−6.5% | Reduced |
| Vista Investment Partners II, LLC | 4,302 | $258.2K | 0.14% | +174+4.2% | Added |
| Weaver Consulting Group | 4,305 | $258.4K | 0.08% | −292−6.4% | Reduced |
| Litman Gregory Asset Management LLC | 4,307 | $258.5K | 0.02% | 00.0% | Unchanged |
| Northeast Investment Management | 4,330 | $259.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 4,334 | $260.1K | 0.04% | −258−5.6% | Reduced |
| Byrne Asset Management LLC | – | $260.2K | 0.19% | – | – |
| River Street Advisors LLC | 4,339 | $260.4K | 0.13% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 4,621 | $260.5K | 0.11% | +9+0.2% | Added |
| Nemes Rush Group LLC | 4,341 | $260.5K | 0.03% | −71−1.6% | Reduced |
| Bluesphere Advisors, LLC | 4,344 | $260.8K | 0.15% | +477+12.3% | Added |
| Petrus Trust Company, LTA | 4,345 | $260.8K | 0.02% | −2,338−35.0% | Reduced |
| Detalus Advisors, LLC | 4,348 | $261.0K | 0.08% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 4,358 | $261.6K | 0.01% | +163+3.9% | Added |
| Alteri Wealth LLC | 4,370 | $262.3K | 0.12% | +200+4.8% | Added |
| Nicolet Bankshares Inc | 4,374 | $262.5K | 0.05% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4,376 | $262.6K | 0.14% | +404+10.2% | Added |
| First Financial Corp | 4,379 | $262.8K | 0.13% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 4,308 | $262.9K | 0.03% | +550+14.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,383 | $263.1K | 0.09% | −250−5.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,386 | $263.3K | 0.14% | +146+3.4% | Added |
| BIP Wealth, LLC | 4,392 | $263.6K | 0.02% | +364+9.0% | Added |
| Spinnaker Investment Group, LLC | 4,392 | $263.6K | 0.06% | +4,392 | New |
| Insight Advisors, LLC | 4,396 | $263.9K | 0.05% | +23+0.5% | Added |
| Baxter Bros Inc | 4,400 | $264.1K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 4,402 | $264.2K | 0.15% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 4,403 | $264.3K | 0.07% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 4,408 | $264.6K | 0.13% | −73−1.6% | Reduced |
| Allie Family Office LLC | 4,415 | $265.0K | 0.14% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 4,423 | $265.4K | 0.24% | +84+1.9% | Added |
| Kelman-Lazarov, Inc. | 4,426 | $265.6K | 0.05% | +10+0.2% | Added |
| Family Firm, Inc. | 4,437 | $266.3K | 0.06% | +20.0% | Added |
| WealthShield Partners, LLC | 4,395 | $266.3K | 0.03% | +4,395 | New |