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 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 6,885 | $413.2K | 0.10% | −171−2.4% | Reduced |
| Zullo Investment Group, Inc. | 6,898 | $414.0K | 0.18% | +162+2.4% | Added |
| Summit Wealth Partners, LLC | 6,914 | $415.0K | 0.08% | +26+0.4% | Added |
| Indie Asset Partners, LLC | 6,919 | $415.3K | 0.36% | −142−2.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 6,925 | $415.6K | 0.09% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 6,938 | $416.4K | 0.29% | −486−6.5% | Reduced |
| D. Scott Neal, Inc. | 7,000 | $420.1K | 0.23% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 7,005 | $420.4K | 0.32% | +123+1.8% | Added |
| Pacitti Group Inc. | 6,973 | $421.0K | 0.20% | +7+0.1% | Added |
| Venturi Wealth Management, LLC | 7,017 | $421.2K | 0.02% | +697+11.0% | Added |
| Pinnacle Bancorp, Inc. | 7,019 | $421.3K | 0.14% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,171 | $421.6K | 0.14% | +760+11.9% | Added |
| Beacon Investment Advisory Services, Inc. | 7,024 | $421.6K | 0.02% | +1,037+17.3% | Added |
| Washington Trust Co | 7,025 | $421.6K | 0.02% | −2,609−27.1% | Reduced |
| ERn Financial, LLC | 7,026 | $421.7K | 0.07% | −111−1.6% | Reduced |
| Silver Coast Investments LLC | 7,041 | $422.6K | 0.16% | −4,174−37.2% | Reduced |
| Smithfield Trust Co | 7,055 | $423.0K | 0.02% | −950−11.9% | Reduced |
| Community Trust & Investment Co | 7,055 | $423.4K | 0.03% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 7,070 | $424.3K | 0.16% | +722+11.4% | Added |
| Breakwater Capital Group | 7,078 | $424.8K | 0.08% | +7,078 | New |
| Mill Capital Management, LLC | 7,082 | $425.1K | 0.03% | −1,060−13.0% | Reduced |
| ORG Wealth Partners, LLC | 7,242 | $425.8K | 0.13% | +1,548+27.2% | Added |
| Severin Investments, LLC | 7,112 | $426.9K | 0.43% | +272+4.0% | Added |
| First Business Financial Services, Inc. | 7,116 | $427.1K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7,281 | $427.9K | 0.06% | +1,307+21.9% | Added |
| Legacy Financial Advisors, Inc. | 7,181 | $431.0K | 0.07% | +156+2.2% | Added |
| Interchange Capital Partners, LLC | 7,219 | $433.3K | 0.12% | +1,537+27.1% | Added |
| Mill Creek Capital Advisors, LLC | 7,222 | $433.5K | 0.01% | +1,171+19.4% | Added |
| Smith, Salley & Associates | 7,238 | $434.4K | 0.03% | +1,399+24.0% | Added |
| Princeton Global Asset Management LLC | 7,250 | $435.1K | 0.09% | +1,589+28.1% | Added |
| Virtue Capital Management, LLC | 7,270 | $435.4K | 0.05% | +1,756+31.8% | Added |
| Affinity Capital Advisors, LLC | 7,713 | $436.9K | 0.09% | +1,331+20.9% | Added |
| Occidental Asset Management, LLC | 7,286 | $437.3K | 0.07% | +7,286 | New |
| Register Financial Advisors LLC | 7,286 | $437.3K | 0.23% | +112+1.6% | Added |
| Fairvoy Private Wealth, LLC | 7,289 | $437.5K | 0.12% | +98+1.4% | Added |
| Arrow Investment Advisors, LLC | 7,326 | $439.7K | 0.47% | +7,326 | New |
| Smith Shellnut Wilson LLC | 7,359 | $441.7K | 0.20% | +169+2.4% | Added |
| Horizon Advisory Services, Inc. | 7,372 | $442.5K | 0.25% | +85+1.2% | Added |
| Canandaigua National Bank & Trust Co | 7,389 | $443.5K | 0.04% | +135+1.9% | Added |
| Journey Strategic Wealth LLC | 7,397 | $443.9K | 0.02% | +15+0.2% | Added |
| Mather Group, LLC. | 7,415 | $445.0K | 0.01% | +95+1.3% | Added |
| Alliance Wealth Advisors, LLC | 7,439 | $446.5K | 0.26% | +136+1.9% | Added |
| Gentry Private Wealth, LLC | 7,454 | $447.4K | 0.37% | +7,454 | New |
| Apella Capital, LLC | 7,939 | $447.4K | 0.02% | +3,527+79.9% | Added |
| GFS Advisors, LLC | 7,465 | $448.0K | 0.09% | −500−6.3% | Reduced |
| Magnus Financial Group LLC | 7,480 | $448.9K | 0.04% | +7,480 | New |
| Relyea Zuckerberg Hanson LLC | 7,486 | $449.3K | 0.06% | +113+1.5% | Added |
| Trilogy Capital Inc. | 7,488 | $449.5K | 0.02% | +7,488 | New |
| Cravens & Co Advisors, LLC | 7,497 | $450.0K | 0.35% | +10+0.1% | Added |
| CLG LLC | 7,517 | $451.1K | 0.16% | +29+0.4% | Added |
| Souders Financial Advisors | 7,521 | $451.4K | 0.06% | +2,033+37.0% | Added |
| Heritage Family Offices, LLP | 7,530 | $452.0K | 0.23% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7,539 | $452.0K | 0.01% | +386+5.4% | Added |
| Bristlecone Advisors, LLC | 7,538 | $452.4K | 0.04% | −368−4.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 7,540 | $452.6K | 0.12% | +88+1.2% | Added |
| Opal Wealth Advisors, LLC | 7,548 | $453.0K | 0.14% | +1,888+33.4% | Added |
| Schmidt P J Investment Management Inc | 7,549 | $453.1K | 0.08% | −114−1.5% | Reduced |
| Howard Financial Services, Ltd. | 7,558 | $453.6K | 0.06% | +970+14.7% | Added |
| Quarry LP | 7,572 | $454.5K | 0.12% | +3,556+88.5% | Added |
| Baron Wealth Management LLC | 7,584 | $455.2K | 0.20% | +3,690+94.8% | Added |
| Cohen Investment Advisors LLC | 7,595 | $455.9K | 0.26% | −122−1.6% | Reduced |
| First Western Trust Bank | 7,598 | $456.0K | 0.02% | −491−6.1% | Reduced |
| Grandfield & Dodd, LLC | 7,603 | $456.3K | 0.03% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 7,645 | $458.9K | 0.10% | −84−1.1% | Reduced |
| Sittner & Nelson, LLC | 7,665 | $460.1K | 0.20% | +2,000+35.3% | Added |
| Douglas Lane & Associates, LLC | 7,671 | $460.4K | 0.01% | +2,940+62.1% | Added |
| Berger Financial Group, Inc | 7,675 | $460.6K | 0.03% | +21+0.3% | Added |
| Optimum Investment Advisors | 7,676 | $460.7K | 0.22% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 7,681 | $461.0K | 0.04% | −1,648−17.7% | Reduced |
| Whalerock Point Partners, LLC | 7,702 | $462.3K | 0.11% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,710 | $462.8K | 0.70% | 00.0% | Unchanged |
| Challenger Wealth Management | 7,715 | $463.0K | 0.37% | −700−8.3% | Reduced |
| Yarger Wealth Strategies, LLC | 7,730 | $464.0K | 0.27% | +127+1.7% | Added |
| Manchester Capital Management LLC | 7,742 | $464.7K | 0.06% | −229−2.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,759 | $465.7K | 0.03% | +420+5.7% | Added |
| Howard Bailey Securities, LLC | 7,778 | $466.8K | 0.16% | −1,260−13.9% | Reduced |
| Successful Portfolios LLC | 7,794 | $467.8K | 0.32% | +48+0.6% | Added |
| Stablepoint Partners, LLC | 7,802 | $468.3K | 0.08% | −520−6.2% | Reduced |
| Aaron Wealth Advisors | 7,815 | $469.1K | 0.05% | +1,308+20.1% | Added |
| Robertson Stephens Wealth Management, LLC | 7,692 | $469.2K | 0.02% | +1,663+27.6% | Added |
| Institute for Wealth Management, LLC. | 7,820 | $469.3K | 0.06% | +2,850+57.3% | Added |
| LRI Investments, LLC | 7,823 | $469.6K | 0.05% | +447+6.1% | Added |
| Pflug Koory, LLC | 7,833 | $470.1K | 0.26% | −43−0.5% | Reduced |
| Platform Technology Partners | 7,835 | $470.3K | 0.14% | +261+3.4% | Added |
| Winton Group Ltd | 7,861 | $471.8K | 0.03% | +7,861 | New |
| Ocean Capital Management, LLC | 7,876 | $472.7K | 0.11% | +61+0.8% | Added |
| Hodges Capital Management Inc. | 7,885 | $473.0K | 0.05% | +3,570+82.7% | Added |
| Meritage Portfolio Management | 7,890 | $473.6K | 0.03% | −2,948−27.2% | Reduced |
| WealthTrust Axiom LLC | 7,903 | $474.3K | 0.14% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 7,904 | $474.4K | 0.04% | −285−3.5% | Reduced |
| Burney Co | 7,906 | $474.5K | 0.02% | −1,609−16.9% | Reduced |
| Twin City Private Wealth, LLC | 7,782 | $475.1K | 0.42% | +7+0.1% | Added |
| Allen Capital Group, LLC | 7,930 | $475.9K | 0.05% | −237−2.9% | Reduced |
| ETF Store, Inc. | 7,930 | $476.0K | 0.58% | +127+1.6% | Added |
| Uniting Wealth Partners, LLC | 7,942 | $476.7K | 0.24% | −232−2.8% | Reduced |
| Councilmark Asset Management, LLC | 7,966 | $478.1K | 0.32% | 00.0% | Unchanged |
| DDFG, Inc | 7,976 | $478.7K | 0.13% | −48−0.6% | Reduced |
| Sentry LLC | 7,987 | $479.4K | 0.09% | 00.0% | Unchanged |
| V2 Financial group LLC | 7,990 | $479.6K | 0.31% | −394−4.7% | Reduced |
| Reaves W H & Co Inc | 8,000 | $480.2K | 0.01% | 00.0% | Unchanged |