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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Kanawha Capital Management LLC | 18,384 | $1.10M | 0.09% | +289+1.6% | Added |
| Cortland Associates Inc | 18,363 | $1.10M | 0.13% | +317+1.8% | Added |
| Independent Wealth Network Inc. | 18,356 | $1.10M | 0.44% | −65−0.4% | Reduced |
| Dudley Capital Management, LLC | 18,350 | $1.10M | 0.59% | −378−2.0% | Reduced |
| Sanders Morris Harris LLC | 18,527 | $1.10M | 0.17% | +3,200+20.9% | Added |
| Harvest Fund Management Co., Ltd | 18,280 | $1.10M | 0.05% | −4,440−19.5% | Reduced |
| Marco Investment Management LLC | 18,218 | $1.09M | 0.10% | +2,100+13.0% | Added |
| ORG Partners LLC | 18,440 | $1.09M | 0.27% | −1,452−7.3% | Reduced |
| Peak Retirement Planning, Inc. | 18,015 | $1.08M | 0.60% | +2,376+15.2% | Added |
| Mission Wealth Management, LP | 18,009 | $1.08M | 0.03% | +442+2.5% | Added |
| Landscape Capital Management, L.L.C. | 18,005 | $1.08M | 0.10% | +18,005 | New |
| Searle & Co. | 17,912 | $1.08M | 0.31% | +70.0% | Added |
| James J. Burns & Company, LLC | 17,906 | $1.07M | 0.19% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 17,905 | $1.07M | 0.42% | −99−0.5% | Reduced |
| Laurion Capital Management LP | 17,786 | $1.07M | 0.08% | −102,114−85.2% | Reduced |
| RiverFront Investment Group, LLC | 17,646 | $1.06M | 0.02% | +13,517+327.4% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $1.06M | 0.20% | 00.0% | Unchanged |
| Colonial Trust Co | 17,493 | $1.05M | 0.16% | −182−1.0% | Reduced |
| Clarius Group, LLC | 17,462 | $1.05M | 0.07% | −520−2.9% | Reduced |
| Modern Wealth Management, LLC | 17,461 | $1.05M | 0.03% | +876+5.3% | Added |
| North Star Investment Management Corp. | 17,365 | $1.04M | 0.08% | +21+0.1% | Added |
| My Legacy Advisors, LLC | 17,325 | $1.04M | 0.40% | +1,179+7.3% | Added |
| Everett Harris & Co | 17,301 | $1.04M | 0.01% | +31+0.2% | Added |
| Everstar Asset Management, LLC | 17,250 | $1.04M | 0.69% | +7,064+69.4% | Added |
| Ameritas Investment Partners, Inc. | 17,101 | $1.03M | 0.04% | +267+1.6% | Added |
| Cigna Investments Inc | 17,086 | $1.02M | 0.19% | −341−2.0% | Reduced |
| Gsa Capital Partners LLP | 17,058 | $1.02M | 0.09% | −22,002−56.3% | Reduced |
| Loomis Sayles & Co L P | 16,990 | $1.02M | 0.00% | +737+4.5% | Added |
| Chicago Partners Investment Group LLC | 16,731 | $1.02M | 0.03% | −930−5.3% | Reduced |
| denkapparat Operations GmbH | 16,974 | $1.02M | 1.08% | +6,918+68.8% | Added |
| Retirement Planning Group | 16,965 | $1.02M | 0.05% | +272+1.6% | Added |
| LifeWealth Investments, LLC | 16,930 | $1.02M | 0.22% | +6,440+61.4% | Added |
| Grove Bank & Trust | 16,896 | $1.01M | 0.14% | +98+0.6% | Added |
| Ronald Blue Trust, Inc. | 16,857 | $1.01M | 0.01% | +493+3.0% | Added |
| WealthPLAN Partners, LLC | 16,816 | $1.01M | 0.14% | +144+0.9% | Added |
| Jaffetilchin Investment Partners, LLC | 16,753 | $1.01M | 0.07% | −1,713−9.3% | Reduced |
| NBC Securities, Inc. | 16,720 | $1.00M | 0.09% | +16,706+119,328.6% | Added |
| CBOE Vest Financial, LLC | 16,696 | $1.00M | 0.02% | +7,074+73.5% | Added |
| Apexium Financial, LP | 16,688 | $1.00M | 0.06% | +5,952+55.4% | Added |
| BKD Wealth Advisors, LLC | 16,632 | $998.3K | 0.02% | +4,540+37.5% | Added |
| Drucker Wealth 3.0, LLC | 16,628 | $998.0K | 0.22% | −832−4.8% | Reduced |
| V-Square Quantitative Management LLC | 16,619 | $997.5K | 0.15% | −720−4.2% | Reduced |
| Centaurus Financial, Inc. | 16,497 | $990.0K | 0.06% | −1,080−6.1% | Reduced |
| Advisor Resource Council | 17,508 | $988.3K | 0.08% | +17,508 | New |
| American Financial & Tax Strategies Inc | 16,447 | $987.1K | 0.53% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 16,390 | $983.7K | 0.04% | +25+0.2% | Added |
| Savvy Advisors, Inc. | 16,342 | $980.9K | 0.10% | +875+5.7% | Added |
| Allegheny Financial Group LTD | 16,301 | $978.4K | 0.25% | +158+1.0% | Added |
| Beck Mack & Oliver LLC | 16,240 | $974.7K | 0.02% | +3,350+26.0% | Added |
| Douglass Winthrop Advisors, LLC | 16,237 | $974.5K | 0.02% | −1,000−5.8% | Reduced |
| D'Orazio & Associates, Inc. | 16,235 | $974.4K | 0.15% | +961+6.3% | Added |
| Invst, LLC | 16,188 | $971.6K | 0.13% | +11,589+252.0% | Added |
| Phil A. Younker & Associates, Ltd. | 16,177 | $970.9K | 0.96% | −5,105−24.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $966.3K | 0.34% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16,082 | $965.2K | 0.02% | −152−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 15,982 | $959.2K | 0.07% | +693+4.5% | Added |
| MTM Investment Management, LLC | 16,278 | $957.0K | 0.37% | +80.0% | Added |
| Meiji Yasuda Life Insurance Co | 15,912 | $955.0K | 0.02% | +328+2.1% | Added |
| Moody Lynn & Lieberson, LLC | 15,843 | $950.9K | 0.06% | −81−0.5% | Reduced |
| Clarity Financial LLC | 15,765 | $946.2K | 0.11% | −2,578−14.1% | Reduced |
| McGowan Group Asset Management, Inc. | 15,614 | $937.2K | 0.12% | −258−1.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 15,289 | $933.2K | 0.01% | −128−0.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 15,487 | $929.5K | 0.17% | −876−5.4% | Reduced |
| David Loasby | 16,475 | $928.8K | 0.09% | +1,760+12.0% | Added |
| Wagner Wealth Management, LLC | 15,422 | $925.6K | 0.23% | +588+4.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 15,161 | $925.4K | 0.02% | −242−1.6% | Reduced |
| Klingenstein Fields & Co LP | 15,365 | $922.2K | 0.04% | −1,439−8.6% | Reduced |
| Salvus Wealth Management, LLC | 15,362 | $922.0K | 0.58% | +621+4.2% | Added |
| CWS Financial Advisors, LLC | 15,269 | $916.5K | 0.29% | +99+0.7% | Added |
| Fidelis Capital Partners, LLC | 15,617 | $909.8K | 0.10% | −764−4.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 15,155 | $909.6K | 0.27% | +396+2.7% | Added |
| Colonial River Wealth Management, LLC | 15,154 | $909.5K | 0.50% | −3,745−19.8% | Reduced |
| Continuum Advisory, LLC | 15,142 | $908.8K | 0.12% | −176−1.1% | Reduced |
| Plimoth Trust Co LLC | 15,140 | $908.7K | 0.24% | −475−3.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 15,128 | $908.0K | 0.01% | −4,189−21.7% | Reduced |
| Evernest Financial Advisors, LLC | 15,113 | $907.1K | 0.33% | 00.0% | Unchanged |
| Philadelphia Trust Co | 15,099 | $906.0K | 0.08% | −212−1.4% | Reduced |
| CoreFirst Bank & Trust | 15,000 | $900.3K | 0.58% | −150−1.0% | Reduced |
| Compagnie Lombard Odier SCmA | 15,000 | $900.3K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 15,000 | $900.3K | 0.09% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 14,949 | $897.2K | 0.19% | −13−0.1% | Reduced |
| Graypoint LLC | 14,948 | $897.2K | 0.06% | +866+6.1% | Added |
| Gables Capital Management Inc. | 14,881 | $893.2K | 0.44% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 14,890 | $893.0K | 0.02% | +10,454+235.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 14,865 | $892.2K | 0.33% | −204−1.4% | Reduced |
| Meridian Wealth Management, LLC | 14,909 | $891.4K | 0.04% | −161−1.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 14,850 | $891.3K | 0.34% | +1,176+8.6% | Added |
| Tradewinds, LLC. | 14,815 | $889.2K | 0.25% | +4,915+49.6% | Added |
| Adviser Investments LLC | 14,801 | $888.3K | 0.01% | −560−3.6% | Reduced |
| Umb Bank N A | 14,795 | $888.0K | 0.01% | −891−5.7% | Reduced |
| Inscription Capital, LLC | 20,313 | $886.0K | 0.15% | +20,313 | New |
| Tradition Wealth Management, LLC | 14,745 | $885.0K | 0.08% | +251+1.7% | Added |
| AdvisorShares Investments LLC | 15,042 | $884.3K | 0.17% | +5,542+58.3% | Added |
| Courier Capital LLC | 14,718 | $883.4K | 0.06% | −599−3.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 14,713 | $883.1K | 0.64% | +502+3.5% | Added |
| WCG Wealth Advisors LLC | 14,672 | $880.6K | 0.07% | −1,708−10.4% | Reduced |
| Allianz SE | 14,670 | $880.5K | 0.02% | +970+7.1% | Added |
| Cozad Asset Management Inc | 14,616 | $877.3K | 0.09% | +700+5.0% | Added |
| Syon Capital LLC | 14,524 | $871.7K | 0.07% | +446+3.2% | Added |
| Gilliland Jeter Wealth Management LLC | 14,519 | $871.4K | 0.31% | +37+0.3% | Added |