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 |
|---|---|---|---|---|---|
| Alexander Labrunerie & Co., Inc. | 4,446 | $266.9K | 0.12% | +23+0.5% | Added |
| Novus Advisors, LLC | 4,451 | $267.1K | 0.27% | +264+6.3% | Added |
| Van Hulzen Asset Management, LLC | 4,454 | $267.3K | 0.02% | +399+9.8% | Added |
| Founders Financial Securities LLC | 4,610 | $268.3K | 0.02% | +4,610 | New |
| Intergy Private Wealth, LLC | 4,476 | $268.6K | 0.10% | +459+11.4% | Added |
| Trust Point Inc. | 4,486 | $269.3K | 0.02% | −1,001−18.2% | Reduced |
| Diversified Enterprises, LLC | 4,488 | $269.4K | 0.02% | +4,488 | New |
| Dearborn Partners LLC | 4,495 | $269.8K | 0.01% | −20−0.4% | Reduced |
| Vantage Financial Partners, LLC | 4,499 | $270.0K | 0.07% | +576+14.7% | Added |
| Maxele Advisors, LLC | 4,502 | $270.2K | 0.26% | 00.0% | Unchanged |
| Rockland Trust Co | 4,515 | $271.0K | 0.01% | +4,515 | New |
| Onefund, LLC | 4,520 | $271.3K | 0.28% | +3+0.1% | Added |
| Portside Wealth Group, LLC | 4,523 | $271.4K | 0.04% | +4,523 | New |
| Trustco Bank Corp N Y | 4,523 | $271.5K | 0.29% | −150−3.2% | Reduced |
| Arvest Bank Trust Division | 4,524 | $271.5K | 0.02% | +477+11.8% | Added |
| Morris Retirement Advisors, LLC | 4,527 | $271.7K | 0.14% | +4,527 | New |
| Element Wealth, LLC | 4,532 | $272.0K | 0.15% | +37+0.8% | Added |
| LongView Wealth Management | 4,534 | $272.1K | 0.08% | +136+3.1% | Added |
| NTV Asset Management LLC | 4,545 | $272.8K | 0.04% | 00.0% | Unchanged |
| Berkshire Bank | 4,546 | $272.9K | 0.07% | −4−0.1% | Reduced |
| High Net Worth Advisory Group LLC | 4,549 | $273.0K | 0.08% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,550 | $273.1K | 0.11% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,563 | $273.9K | 0.02% | +105+2.4% | Added |
| Abacus Planning Group, Inc. | 4,568 | $274.2K | 0.05% | +123+2.8% | Added |
| Nicholson Meyer Capital Management, Inc. | 4,572 | $274.4K | 0.25% | +4,572 | New |
| Next Capital Management LLC | 4,576 | $274.7K | 0.13% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 4,585 | $275.2K | 0.10% | −225−4.7% | Reduced |
| Clark Capital Management Group, Inc. | 4,587 | $275.3K | 0.00% | +4,587 | New |
| Elios Financial Group Inc. | 4,589 | $275.4K | 0.14% | −235−4.9% | Reduced |
| Country Club Bank | 4,740 | $275.6K | 0.02% | 00.0% | Unchanged |
| Novem Group | 4,594 | $275.7K | 0.04% | +486+11.8% | Added |
| Hemenway Trust Co LLC | 4,600 | $276.1K | 0.02% | −700−13.2% | Reduced |
| Coastline Trust Co | 4,600 | $276.1K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 4,605 | $276.4K | 0.08% | −28,174−86.0% | Reduced |
| Diversify Wealth Management, LLC | 4,728 | $277.8K | 0.02% | +448+10.5% | Added |
| Warner Financial, Inc | 4,630 | $278.0K | 0.12% | +4,630 | New |
| J. L. Bainbridge & Co., Inc. | 4,633 | $278.1K | 0.03% | −1,129−19.6% | Reduced |
| Clear Harbor Asset Management, LLC | 4,640 | $278.5K | 0.02% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 4,652 | $279.2K | 0.07% | 00.0% | Unchanged |
| Lake Hills Wealth Management, LLC | 4,653 | $279.3K | 0.19% | +4,653 | New |
| Enterprise Financial Services Corp | 4,658 | $279.6K | 0.17% | −394−7.8% | Reduced |
| Northwest Wealth Management, LLC | 4,667 | $280.1K | 0.06% | −186−3.8% | Reduced |
| Longboard Asset Management, LP | 4,667 | $280.1K | 0.82% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 4,892 | $280.2K | 0.20% | +360+7.9% | Added |
| Xcel Wealth Management, LLC | 4,684 | $281.1K | 0.09% | +100+2.2% | Added |
| MJP Associates Inc | 4,688 | $281.4K | 0.05% | −89−1.9% | Reduced |
| Richardson Financial Services Inc. | 4,700 | $282.1K | 0.21% | 00.0% | Unchanged |
| JB Capital LLC | 4,711 | $282.7K | 0.02% | −134−2.8% | Reduced |
| TRUE Private Wealth Advisors | 4,711 | $282.8K | 0.03% | 00.0% | Unchanged |
| Marex Group plc | 4,712 | $282.8K | 0.01% | +346+7.9% | Added |
| Walkner Condon Financial Advisors LLC | 4,713 | $282.9K | 0.06% | +82+1.8% | Added |
| TFG Advisers LLC | 4,716 | $283.0K | 0.10% | +4,716 | New |
| Finward Bancorp | 4,718 | $283.2K | 0.25% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,721 | $283.4K | 0.05% | +187+4.1% | Added |
| Webster Bank, N. A. | 4,725 | $283.6K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,117 | $285.0K | 0.19% | −10,022−66.2% | Reduced |
| LJI Wealth Management, LLC | 4,761 | $285.8K | 0.06% | −250−5.0% | Reduced |
| Broderick Brian C | 4,766 | $286.1K | 0.06% | −56−1.2% | Reduced |
| Signet Financial Management, LLC | 4,786 | $287.3K | 0.04% | −522−9.8% | Reduced |
| QTR Family Wealth, LLC | 4,787 | $287.3K | 0.22% | +4,787 | New |
| Mechanics Financial Corp | 4,788 | $287.4K | 0.13% | +398+9.1% | Added |
| Kapitalo Investimentos Ltda | 4,792 | $287.6K | 0.06% | −11,258−70.1% | Reduced |
| NFP Retirement, Inc. | 4,796 | $287.9K | 0.02% | +4,796 | New |
| Atlas Wealth Partners, LLC | 4,768 | $288.0K | 0.36% | 00.0% | Unchanged |
| Belmont Capital, LLC | 4,800 | $288.1K | 0.05% | +4,800 | New |
| Atwood & Palmer Inc | 4,808 | $288.6K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,825 | $290.0K | 0.01% | +4,825 | New |
| Ewa, LLC | 4,834 | $290.1K | 0.11% | −371−7.1% | Reduced |
| Compton Financial Group, LLC | 4,835 | $290.2K | 0.08% | +7+0.1% | Added |
| Financial Advisory Service, Inc. | 4,843 | $290.7K | 0.02% | −138−2.8% | Reduced |
| Concorde Asset Management, LLC | 5,159 | $290.7K | 0.16% | −17−0.3% | Reduced |
| Beckerman Institutional, LLC | 4,841 | $291.0K | 0.21% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 4,861 | $291.7K | 0.12% | +9+0.2% | Added |
| Sonata Capital Group Inc | 4,864 | $292.0K | 0.13% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,873 | $292.5K | 0.02% | −400−7.6% | Reduced |
| Frisch Financial Group, Inc. | 4,807 | $293.0K | 0.08% | +366+8.2% | Added |
| Capital Investment Counsel, Inc | 4,884 | $293.1K | 0.04% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 4,900 | $294.1K | 0.00% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 4,900 | $294.1K | 0.43% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,900 | $294.1K | 0.10% | +4,784+4,124.1% | Added |
| Hills Bank & Trust Co | 4,907 | $294.5K | 0.02% | +210+4.5% | Added |
| Talon Private Wealth, LLC | 4,911 | $294.8K | 0.04% | −2,093−29.9% | Reduced |
| Beaumont Financial Advisors, LLC | 4,922 | $295.4K | 0.02% | −2,308−31.9% | Reduced |
| BSW Wealth Partners | 4,953 | $297.3K | 0.05% | −192−3.7% | Reduced |
| BCJ Capital Management, LLC | 4,954 | $297.3K | 0.02% | −701−12.4% | Reduced |
| Fairfield, Bush & Co. | 4,956 | $297.5K | 0.19% | −250−4.8% | Reduced |
| TT Capital Management LLC | 4,957 | $297.5K | 0.25% | 00.0% | Unchanged |
| Wheelhouse Advisory Group LLC | 4,957 | $297.5K | 0.17% | +40+0.8% | Added |
| Toth Financial Advisory Corp | 4,968 | $298.2K | 0.04% | +10.0% | Added |
| Traphagen Investment Advisors LLC | 4,969 | $298.2K | 0.03% | +259+5.5% | Added |
| Oak Harbor Wealth Partners, LLC | 4,975 | $298.6K | 0.09% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 5,137 | $299.3K | 0.04% | +765+17.5% | Added |
| Greenhouse Wealth Management, LLC | 4,992 | $299.6K | 0.22% | 00.0% | Unchanged |
| Arrow Financial Corp | 4,995 | $299.8K | 0.03% | 00.0% | Unchanged |
| Forthright Family Wealth Advisory LLC | 5,000 | $300.1K | 0.20% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 5,000 | $300.1K | 0.31% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,010 | $300.7K | 0.00% | −137−2.7% | Reduced |
| NWF Advisory Services Inc. | 5,018 | $301.2K | 0.04% | −4,405−46.7% | Reduced |
| Well Done, LLC | 5,762 | $301.3K | 0.05% | −258−4.3% | Reduced |
| Helium Advisors LLC | 5,024 | $301.5K | 0.22% | −196−3.8% | Reduced |