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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 5,036 | $302.2K | 0.04% | +81+1.6% | Added |
| First United Bank Trust | 5,036 | $302.3K | 0.11% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 5,048 | $303.0K | 0.02% | +5,048 | New |
| Sovereign Financial Group, Inc. | 5,052 | $303.2K | 0.07% | −1,030−16.9% | Reduced |
| Mairs & Power Inc | 5,054 | $303.3K | 0.00% | +3+0.1% | Added |
| Everpar Advisors LLC | 5,054 | $303.3K | 0.16% | +309+6.5% | Added |
| Tarbox Family Office, Inc. | 5,056 | $303.5K | 0.05% | +10+0.2% | Added |
| Versant Capital Management, Inc | 5,064 | $304.0K | 0.05% | +2,123+72.2% | Added |
| Capstone Investment Advisors, LLC | 5,080 | $304.9K | 0.00% | −31,425−86.1% | Reduced |
| Barry Investment Advisors, LLC | 5,094 | $305.7K | 0.08% | +48+1.0% | Added |
| Bank of Jackson Hole Trust | 5,477 | $305.9K | 0.20% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5,103 | $306.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,107 | $306.5K | 0.02% | +1,203+30.8% | Added |
| Novak & Powell Financial Services, Inc. | 5,108 | $306.6K | 0.19% | +17+0.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,110 | $306.7K | 0.07% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 5,120 | $307.3K | 0.24% | +977+23.6% | Added |
| OMC Financial Services LTD | 5,126 | $307.7K | 0.14% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5,051 | $308.3K | 0.20% | +1,587+45.8% | Added |
| Vicus Capital | 5,146 | $308.9K | 0.03% | −539−9.5% | Reduced |
| Mosaic Financial Group, LLC | 5,169 | $310.0K | 0.25% | −10.0% | Reduced |
| Kensington Investment Counsel, LLC | 5,174 | $310.5K | 0.14% | +5,174 | New |
| Brandywine Oak Private Wealth LLC | 5,183 | $311.1K | 0.03% | −1,985−27.7% | Reduced |
| Armis Advisers, LLC | 5,192 | $311.6K | 0.03% | −769−12.9% | Reduced |
| Private Client Services, LLC | 5,203 | $312.3K | 0.15% | +63+1.2% | Added |
| Diametric Capital, LP | 5,220 | $313.3K | 0.37% | +5,220 | New |
| IMS Capital Management | 5,222 | $313.4K | 0.16% | +5,222 | New |
| Fortitude Family Office, LLC | 5,227 | $313.7K | 0.11% | −1,157−18.1% | Reduced |
| Banco Santander, S.A. | 5,227 | $313.7K | 0.00% | +610+13.2% | Added |
| J2 Capital Management Inc | 5,230 | $313.9K | 0.29% | +5,230 | New |
| Archer Investment Corp | 5,245 | $314.8K | 0.08% | +33+0.6% | Added |
| Guardian Wealth Advisors, LLC | 5,255 | $315.4K | 0.03% | +237+4.7% | Added |
| Roxbury Financial LLC | 5,651 | $315.6K | 0.31% | +51+0.9% | Added |
| Cobblestone Capital Advisors LLC | 5,264 | $315.9K | 0.02% | −2,571−32.8% | Reduced |
| Cascades Capital Asset Management, LLC | 5,293 | $317.7K | 0.17% | +423+8.7% | Added |
| Monticello Wealth Management, LLC | 5,301 | $318.1K | 0.03% | −693−11.6% | Reduced |
| Farmers National Bank | 5,314 | $318.9K | 0.09% | +5,314 | New |
| Vestor Capital, LLC | 5,312 | $319.0K | 0.03% | −620−10.5% | Reduced |
| Buck Wealth Strategies, LLC | 5,318 | $319.2K | 0.06% | +5,318 | New |
| Advyzon Investment Management, LLC | 5,319 | $319.2K | 0.11% | +5,319 | New |
| Austin Private Wealth, LLC | 5,320 | $319.3K | 0.03% | +634+13.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,334 | $320.1K | 0.01% | +5,334 | New |
| William Allan, LLC | 5,340 | $320.5K | 0.20% | +400+8.1% | Added |
| Alpine Bank Wealth Management | 5,356 | $321.5K | 0.05% | +5,356 | New |
| Hedeker Wealth, LLC | 5,365 | $322.0K | 0.09% | +104+2.0% | Added |
| Blue Rock Wealth Management LLC | 5,375 | $322.6K | 0.27% | +5,375 | New |
| Fortis Capital Advisors, LLC | 5,388 | $323.4K | 0.07% | +5,388 | New |
| Raleigh Capital Management Inc. | 5,397 | $323.9K | 0.15% | −2,269−29.6% | Reduced |
| Shum Financial Group, Inc. | 5,399 | $324.0K | 0.28% | −118−2.1% | Reduced |
| Birch Hill Investment Advisors LLC | 5,400 | $324.1K | 0.02% | −8−0.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 5,406 | $324.5K | 0.03% | +329+6.5% | Added |
| Monument Capital Management | 5,408 | $324.6K | 0.10% | +5,408 | New |
| Great Waters Wealth Management | 5,437 | $326.3K | 0.05% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 5,440 | $326.5K | 0.13% | 00.0% | Unchanged |
| West Coast Financial LLC | 5,450 | $327.1K | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 5,458 | $327.6K | 0.00% | +5,458 | New |
| Smallwood Wealth Investment Management, LLC | 5,460 | $327.7K | 0.21% | +22+0.4% | Added |
| SevenBridge Financial Group, LLC | 5,757 | $327.9K | 0.06% | −590−9.3% | Reduced |
| Whipplewood Advisors, LLC | 5,477 | $328.1K | 0.19% | −91−1.6% | Reduced |
| Greenline Partners, LLC | 5,469 | $328.2K | 0.05% | +834+18.0% | Added |
| N.E.W. Advisory Services LLC | 5,478 | $328.8K | 0.03% | +334+6.5% | Added |
| Charter Trust Co | 5,487 | $329.3K | 0.02% | +112+2.1% | Added |
| MBB Public Markets I LLC | 5,493 | $329.7K | 0.04% | +5,493 | New |
| Centerpoint Advisors, LLC | 5,500 | $330.0K | 0.12% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5,507 | $330.5K | 0.04% | −392−6.6% | Reduced |
| Gratus Wealth Advisors, LLC | 5,510 | $330.7K | 0.05% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 5,533 | $332.1K | 0.15% | +5,533 | New |
| Harbour Trust & Investment Management Co | 5,567 | $334.1K | 0.04% | −900−13.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,570 | $334.3K | 0.13% | −400−6.7% | Reduced |
| TrueWealth Advisors, LLC | 5,581 | $335.0K | 0.11% | +173+3.2% | Added |
| Lakeridge Wealth Management LLC | 5,595 | $335.8K | 0.17% | +695+14.2% | Added |
| Penobscot Investment Management Company, Inc. | 5,596 | $335.9K | 0.03% | +230+4.3% | Added |
| Keeley-Teton Advisors, LLC | 5,600 | $336.1K | 0.04% | −520−8.5% | Reduced |
| Kornitzer Capital Management Inc | 5,610 | $336.7K | 0.01% | −51−0.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,626 | $337.7K | 0.03% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 5,652 | $339.2K | 0.09% | +135+2.4% | Added |
| WealthPlan Investment Management, LLC | 5,653 | $339.3K | 0.03% | −138−2.4% | Reduced |
| Golden State Wealth Management, LLC | 5,672 | $340.5K | 0.05% | +113+2.0% | Added |
| Aberdeen Wealth Management LLC | 5,685 | $341.2K | 0.24% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 5,685 | $341.2K | 0.31% | 00.0% | Unchanged |
| BTS Asset Management, Inc. | 5,685 | $341.2K | 0.39% | +5,685 | New |
| Ervin Investment Management, LLC | 5,700 | $342.1K | 0.23% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 5,720 | $343.3K | 0.17% | +111+2.0% | Added |
| Manchester Financial Inc | 5,750 | $345.1K | 0.08% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 5,751 | $345.2K | 0.18% | +400+7.5% | Added |
| Griffith & Werner, Inc. | 5,755 | $345.4K | 0.21% | −478−7.7% | Reduced |
| RS Crum Inc. | 5,763 | $345.9K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,773 | $346.5K | 0.03% | +345+6.4% | Added |
| VestGen Advisors, LLC | 5,778 | $346.8K | 0.02% | +5,778 | New |
| Signature Estate & Investment Advisors LLC | 5,787 | $347.3K | 0.01% | +5,787 | New |
| WMG Financial Advisors, LLC | 5,788 | $347.4K | 0.15% | +4+0.1% | Added |
| Mezzasalma Advisors, LLC | 5,792 | $347.6K | 0.12% | +82+1.4% | Added |
| Fiduciary Financial Group, LLC | 6,173 | $348.0K | 0.08% | −421−6.4% | Reduced |
| Act Wealth Management, LLC | 5,808 | $348.6K | 0.16% | +110+1.9% | Added |
| American Institute for Advanced Investment Management, LLP | 5,815 | $349.0K | 0.27% | 00.0% | Unchanged |
| 1st Source Bank | 5,828 | $349.8K | 0.02% | −287−4.7% | Reduced |
| Sig Brokerage, LP | 5,831 | $350.0K | 0.10% | −369−6.0% | Reduced |
| ZWJ Investment Counsel Inc | 5,836 | $350.3K | 0.01% | 00.0% | Unchanged |
| Emprise Bank | 5,844 | $350.8K | 0.19% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,853 | $351.3K | 0.17% | −169−2.8% | Reduced |
| West Michigan Advisors, LLC | 5,763 | $351.7K | 0.12% | +1,546+36.7% | Added |