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
- 2,250
- +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
- 769 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 |
|---|---|---|---|---|---|
| Comprehensive Financial Consultants Institutional, Inc. | 5,861 | $351.8K | 0.13% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 5,874 | $352.6K | 0.07% | +613+11.7% | Added |
| Schrum Private Wealth Management LLC | 5,880 | $352.9K | 0.31% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 5,902 | $354.3K | 0.01% | +373+6.7% | Added |
| GeoWealth Management, LLC | 5,910 | $354.7K | 0.01% | −3,839−39.4% | Reduced |
| Lloyd Advisory Services, LLC. | 5,929 | $355.9K | 0.18% | +36+0.6% | Added |
| Coastwise Capital Group, LLC | 5,929 | $355.9K | 0.30% | −409−6.5% | Reduced |
| Soltis Investment Advisors LLC | 5,951 | $357.2K | 0.03% | +190+3.3% | Added |
| Summit X, LLC | 5,952 | $357.3K | 0.08% | −48−0.8% | Reduced |
| Lane & Associates LLC | 5,963 | $357.9K | 0.19% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 5,966 | $358.1K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,975 | $358.6K | 0.03% | −568−8.7% | Reduced |
| TSFG, LLC | 5,975 | $359.0K | 0.07% | −72−1.2% | Reduced |
| Schechter Investment Advisors, LLC | 5,985 | $359.2K | 0.03% | +557+10.3% | Added |
| Prostatis Group LLC | 5,990 | $359.5K | 0.11% | +55+0.9% | Added |
| Trace Wealth Advisors, LLC | 5,992 | $359.6K | 0.32% | +56+0.9% | Added |
| Defender Capital, LLC. | 6,010 | $360.1K | 0.14% | −76−1.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,002 | $360.2K | 0.12% | +29+0.5% | Added |
| Capital City Trust Co | 6,033 | $362.1K | 0.10% | −5,900−49.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,063 | $363.9K | 0.05% | +2,164+55.5% | Added |
| Shulman DeMeo Asset Management LLC | 6,067 | $364.1K | 0.10% | −289−4.5% | Reduced |
| Cowa, LLC | 6,097 | $365.9K | 0.16% | +300+5.2% | Added |
| Vision Financial Markets LLC | 6,100 | $366.1K | 0.40% | +5,900+2,950.0% | Added |
| Northeast Financial Group, Inc. | 6,103 | $366.3K | 0.14% | 00.0% | Unchanged |
| Accuvest Global Advisors | 6,116 | $367.0K | 0.31% | +6,116 | New |
| O'Rourke & Company, Inc | 6,120 | $367.3K | 0.18% | +35+0.6% | Added |
| Signal Advisors Wealth, LLC | 6,154 | $369.3K | 0.04% | +2,118+52.5% | Added |
| Chancellor Financial Group WB LP | 6,173 | $370.5K | 0.31% | +127+2.1% | Added |
| Riverbend Wealth Management, LLC | 6,185 | $371.2K | 0.33% | +167+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,189 | $371.5K | 0.06% | +173+2.9% | Added |
| West Family Investments, Inc. | 6,196 | $371.9K | 0.14% | 00.0% | Unchanged |
| Hilltop Partners LLC | 6,231 | $374.0K | 0.13% | +114+1.9% | Added |
| KDT Advisors, LLC | 6,245 | $374.8K | 0.55% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 6,256 | $375.0K | 0.02% | +59+1.0% | Added |
| Adell Harriman & Carpenter Inc | 6,257 | $375.6K | 0.03% | +6,257 | New |
| Howland Capital Management LLC | 6,162 | $376.1K | 0.02% | −618−9.1% | Reduced |
| West Bancorporation Inc | 6,279 | $376.9K | 0.26% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,279 | $376.9K | 0.03% | +609+10.7% | Added |
| Mayfair Advisory Group, LLC | 6,291 | $377.6K | 0.22% | −582−8.5% | Reduced |
| MV Capital Management, Inc. | 6,298 | $378.0K | 0.04% | −59−0.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,324 | $379.6K | 0.06% | −761−10.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,342 | $380.0K | 0.11% | +5+0.1% | Added |
| Keebeck Alpha, LP | 6,348 | $381.0K | 0.44% | +6,348 | New |
| Evanson Asset Management, LLC | 6,366 | $382.1K | 0.03% | −1,335−17.3% | Reduced |
| Delta Investment Management, LLC | 6,373 | $382.5K | 0.08% | −721−10.2% | Reduced |
| Somerset Trust Co | 6,386 | $383.3K | 0.14% | +1,676+35.6% | Added |
| Firethorn Wealth Partners, LLC | 6,389 | $383.4K | 0.18% | +71+1.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,424 | $385.0K | 0.00% | −68−1.0% | Reduced |
| RFP Financial Group LLC | 6,421 | $385.4K | 0.16% | −5−0.1% | Reduced |
| Aegis Wealth Management LLC | 6,424 | $385.6K | 0.23% | +4+0.1% | Added |
| Investment Advisory Group, LLC | 6,432 | $386.1K | 0.13% | 00.0% | Unchanged |
| King Wealth | 6,442 | $387.0K | 0.06% | +18+0.3% | Added |
| Bank Ozk | 6,458 | $387.6K | 0.16% | −506−7.3% | Reduced |
| Renaissance Group LLC | 6,459 | $387.7K | 0.02% | −214−3.2% | Reduced |
| Prairiewood Capital, LLC | 6,466 | $388.1K | 0.16% | −215−3.2% | Reduced |
| American National Bank | 6,481 | $389.0K | 0.04% | −710−9.9% | Reduced |
| Wendell David Associates Inc | 6,475 | $389.0K | 0.04% | +25+0.4% | Added |
| Consolidated Portfolio Review Corp | 6,482 | $389.1K | 0.06% | −1,762−21.4% | Reduced |
| Peoples Financial Services Corp. | 6,485 | $389.2K | 0.19% | 00.0% | Unchanged |
| Carson Advisory Inc. | 6,488 | $389.4K | 0.26% | +30.0% | Added |
| Banque Transatlantique SA | 6,493 | $389.6K | 0.01% | −904−12.2% | Reduced |
| Dynamic Financial Group | 6,491 | $389.6K | 0.39% | +6,491 | New |
| Fragasso Group Inc. | 6,499 | $390.1K | 0.03% | +197+3.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $390.1K | 0.12% | 00.0% | Unchanged |
| MBL Wealth, LLC | 6,501 | $390.2K | 0.04% | +1,431+28.2% | Added |
| Miracle Mile Advisors, LLC | 6,523 | $391.5K | 0.01% | +6,523 | New |
| Seven Mile Advisory | 6,527 | $391.8K | 0.26% | −118−1.8% | Reduced |
| Wayfinding Financial, LLC | 6,539 | $392.0K | 0.17% | −86−1.3% | Reduced |
| Calton & Associates, Inc. | 6,532 | $392.1K | 0.09% | +6,532 | New |
| Campbell Deegan Wealth Management, LLC | 6,541 | $392.6K | 0.45% | +79+1.2% | Added |
| 626 Financial, LLC | 6,577 | $394.8K | 0.20% | +1,542+30.6% | Added |
| Peregrine Asset Advisers, Inc. | 6,595 | $395.8K | 0.15% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,609 | $396.7K | 0.06% | +21+0.3% | Added |
| Harvey Investment Co LLC | 6,633 | $398.0K | 0.04% | −1,200−15.3% | Reduced |
| Capital Analysts, LLC | 6,630 | $398.0K | 0.01% | −70−1.0% | Reduced |
| Fidelity D & D Bancorp Inc | 6,640 | $398.5K | 0.26% | −90−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,646 | $398.9K | 0.01% | +11+0.2% | Added |
| MBE Wealth Management, LLC | 6,666 | $400.1K | 0.19% | +984+17.3% | Added |
| Journey Advisory Group, LLC | 6,687 | $401.4K | 0.03% | +1,400+26.5% | Added |
| Sterling Investment Advisors, Ltd. | 6,690 | $401.5K | 0.10% | +60+0.9% | Added |
| Augustine Asset Management Inc | 6,690 | $401.5K | 0.12% | +690+11.5% | Added |
| Tandem Investment Advisors, Inc. | 6,717 | $403.0K | 0.01% | +747+12.5% | Added |
| Blalock Williams, LLC | 6,734 | $404.2K | 0.45% | −204−2.9% | Reduced |
| Second Line Capital, LLC | 6,643 | $405.2K | 0.10% | +1,389+26.4% | Added |
| TD Private Client Wealth LLC | 6,751 | $405.2K | 0.01% | +485+7.7% | Added |
| First Financial Bank - Trust Division | 6,761 | $405.8K | 0.04% | −347−4.9% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 6,762 | $405.9K | 0.07% | +175+2.7% | Added |
| Equitable Trust Co | 6,767 | $406.2K | 0.02% | −112−1.6% | Reduced |
| Cypress Wealth Services, LLC | 6,770 | $406.4K | 0.08% | −30−0.4% | Reduced |
| CAP Partners, LLC | 6,771 | $406.4K | 0.29% | +104+1.6% | Added |
| Perennial Investment Advisors, LLC | 6,784 | $407.2K | 0.05% | −56−0.8% | Reduced |
| Bouchey Financial Group Ltd | 6,762 | $407.7K | 0.04% | +332+5.2% | Added |
| Fort Point Capital Partners LLC | 6,808 | $408.6K | 0.05% | +457+7.2% | Added |
| PFG Advisors | 6,809 | $408.6K | 0.02% | +279+4.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,818 | $409.2K | 0.01% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 6,819 | $409.3K | 0.11% | +22+0.3% | Added |
| Quest Partners LLC | 6,825 | $409.6K | 0.04% | −13,805−66.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,848 | $411.0K | 0.02% | −1,136−14.2% | Reduced |
| Winebrenner Capital Management LLC | 6,871 | $412.4K | 0.37% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 6,878 | $412.8K | 0.03% | +6,878 | New |