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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 11,809 | $708.8K | 0.15% | 00.0% | Unchanged |
| Rossby Financial, LCC | 12,095 | $704.7K | 0.30% | +5,931+96.2% | Added |
| Provenance Wealth Advisors, LLC | 11,695 | $701.9K | 0.10% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 11,694 | $701.9K | 0.04% | +1,134+10.7% | Added |
| Herold Advisors, Inc. | 11,668 | $700.5K | 0.15% | +159+1.4% | Added |
| Intellectus Partners, LLC | 11,463 | $699.7K | 0.17% | −1,046−8.4% | Reduced |
| Greenfield Savings Bank | 11,651 | $699.3K | 0.34% | −25−0.2% | Reduced |
| Golden State Equity Partners | 11,635 | $698.3K | 0.14% | +549+5.0% | Added |
| Spinnaker Trust | 11,633 | $698.2K | 0.05% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 11,625 | $697.7K | 0.13% | +141+1.2% | Added |
| Paragon Financial Partners, Inc. | 11,614 | $697.1K | 0.55% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 11,612 | $696.9K | 0.10% | +26+0.2% | Added |
| L.M. Kohn & Company | 11,608 | $696.7K | 0.18% | +20+0.2% | Added |
| Cape Investment Advisory, Inc. | 11,561 | $693.9K | 0.28% | +128+1.1% | Added |
| Cassaday & Co Wealth Management LLC | 11,548 | $693.1K | 0.02% | −941−7.5% | Reduced |
| City National Bank of Florida | 11,547 | $693.1K | 0.62% | +1,422+14.0% | Added |
| Simon Quick Advisors, LLC | 11,531 | $692.1K | 0.04% | +1,098+10.5% | Added |
| Castle Rock Wealth Management, LLC | 11,702 | $691.3K | 0.19% | −1,272−9.8% | Reduced |
| Wealth Group, Ltd. | 11,494 | $690.0K | 0.45% | +475+4.3% | Added |
| Northstar Financial Companies, Inc. | 11,472 | $688.5K | 0.75% | −741−6.1% | Reduced |
| Virtus ETF Advisers LLC | 11,469 | $688.4K | 0.45% | +11,469 | New |
| Tevis Investment Management | 12,866 | $685.9K | 0.51% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 11,412 | $685.0K | 0.03% | −2,357−17.1% | Reduced |
| NorthStar Asset Management LLC | 11,408 | $684.7K | 0.43% | −203−1.7% | Reduced |
| Taurus Asset Management, LLC | 11,385 | $683.3K | 0.07% | −300−2.6% | Reduced |
| Advisory Alpha, LLC | 11,381 | $683.1K | 0.02% | +176+1.6% | Added |
| Tufton Capital Management | 11,363 | $682.0K | 0.13% | +1,658+17.1% | Added |
| Garden State Investment Advisory Services LLC | 11,335 | $680.7K | 0.22% | −29−0.3% | Reduced |
| Gladstone Institutional Advisory LLC | 11,335 | $680.3K | 0.03% | −318−2.7% | Reduced |
| Romano Brothers and Company | 11,328 | $679.9K | 0.09% | −200−1.7% | Reduced |
| Silver Oak Securities, Inc | 11,685 | $679.5K | 0.06% | +272+2.4% | Added |
| Hazlett, Burt & Watson, Inc. | 11,305 | $678.0K | 0.30% | +163+1.5% | Added |
| Axis Wealth Partners, LLC | 11,285 | $677.3K | 0.50% | −51−0.4% | Reduced |
| Patriot Investment Management Inc. | 11,238 | $674.5K | 0.05% | −338−2.9% | Reduced |
| M Holdings Securities, Inc. | 11,234 | $674.0K | 0.11% | +1,123+11.1% | Added |
| JT Stratford LLC | 11,211 | $672.9K | 0.12% | −185−1.6% | Reduced |
| Ossiam | 11,209 | $672.8K | 0.01% | +8,975+401.7% | Added |
| Argyle Capital Partners, LLC | 11,199 | $672.2K | 0.58% | +52+0.5% | Added |
| Westwood Holdings Group Inc. | 11,187 | $671.4K | 0.01% | +58+0.5% | Added |
| Waddell & Associates, LLC | 11,184 | $671.3K | 0.08% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,408 | $670.7K | 0.05% | +123+1.1% | Added |
| Chicago Trust Co NA | 11,159 | $669.8K | 0.12% | +794+7.7% | Added |
| Main Street Group, LTD | 11,155 | $669.4K | 0.26% | +1,661+17.5% | Added |
| Stillwater Wealth Management Group | 11,144 | $668.9K | 0.58% | +2,389+27.3% | Added |
| KMG Fiduciary Partners, LLC | 11,138 | $668.5K | 0.06% | +1,115+11.1% | Added |
| Callahan Advisors, LLC | 11,126 | $667.8K | 0.06% | +2,545+29.7% | Added |
| Wealth Quarterback LLC | 11,108 | $666.7K | 0.38% | +690+6.6% | Added |
| Sowa Financial Group, Inc. | 11,100 | $666.0K | 0.44% | +98+0.9% | Added |
| Bedel Financial Consulting, Inc. | 10,973 | $663.7K | 0.10% | −2,480−18.4% | Reduced |
| Smith Anglin Financial, LLC | 11,004 | $660.5K | 0.07% | +609+5.9% | Added |
| Parcion Private Wealth LLC | 11,000 | $660.2K | 0.05% | 00.0% | Unchanged |
| Caitlin John, LLC | 10,994 | $659.9K | 0.65% | +7,059+179.4% | Added |
| Capital Asset Advisory Services LLC | 11,545 | $659.4K | 0.03% | +2,148+22.9% | Added |
| Insigneo Advisory Services, LLC | 10,970 | $658.4K | 0.07% | +127+1.2% | Added |
| Ariadne Wealth Management, LP | 11,024 | $655.2K | 0.34% | +50+0.5% | Added |
| Strategic Blueprint, LLC | 10,912 | $655.0K | 0.04% | +369+3.5% | Added |
| Keystone Financial Group | 10,886 | $653.4K | 0.07% | +1,403+14.8% | Added |
| Mattern Wealth Management LLC | 10,876 | $653.4K | 0.14% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 10,856 | $651.6K | 0.12% | −99−0.9% | Reduced |
| Aspetuck Financial Management LLC | 10,850 | $651.2K | 0.56% | −92,918−89.5% | Reduced |
| Essex Savings Bank | 10,850 | $651.2K | 0.16% | +80+0.7% | Added |
| TFC Financial Management | 10,846 | $651.0K | 0.10% | −20.0% | Reduced |
| SCS Capital Management LLC | 10,700 | $649.4K | 0.01% | +10,700 | New |
| Cross Staff Investments Inc | 10,791 | $647.7K | 0.49% | −179−1.6% | Reduced |
| Eisler Capital Management Ltd. | 10,770 | $646.6K | 0.02% | −14,170−56.8% | Reduced |
| Titleist Asset Management, LLC | 10,769 | $646.4K | 0.08% | +46+0.4% | Added |
| Bath Savings Trust Co | 10,739 | $644.6K | 0.07% | −5,347−33.2% | Reduced |
| TFB Advisors LLC | 10,714 | $643.1K | 0.19% | +138+1.3% | Added |
| St. Louis Trust Co | 10,700 | $642.2K | 0.09% | 00.0% | Unchanged |
| Foster Group, Inc. | 10,660 | $639.8K | 0.02% | +415+4.1% | Added |
| Enzi Wealth | 10,872 | $638.3K | 0.26% | +1,378+14.5% | Added |
| Nations Financial Group Inc, | 10,600 | $636.2K | 0.05% | −610−5.4% | Reduced |
| Brown Miller Wealth Management, LLC | 10,600 | $636.2K | 0.22% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 10,600 | $636.2K | 0.78% | +10,600 | New |
| Fee-Only Financial Planning, L.C. | 10,553 | $633.4K | 0.43% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10,537 | $632.4K | 0.04% | 00.0% | Unchanged |
| MOKAN Wealth Management Inc. | 10,502 | $630.5K | 0.38% | +212+2.1% | Added |
| Gilbert & Cook, Inc. | 10,493 | $629.8K | 0.09% | −1,651−13.6% | Reduced |
| Wealth Architects, LLC | 10,492 | $629.7K | 0.07% | −194−1.8% | Reduced |
| Cambria Investment Management, L.P. | 10,451 | $627.3K | 0.04% | −2,176−17.2% | Reduced |
| Morningstar Investment Services LLC | 10,440 | $627.0K | 0.11% | −13,004−55.5% | Reduced |
| City State Bank | 10,442 | $626.7K | 0.21% | −26−0.2% | Reduced |
| Balentine LLC | 10,409 | $624.7K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10,379 | $623.0K | 0.03% | +639+6.6% | Added |
| Monarch Capital Management Inc | 10,187 | $621.8K | 0.17% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 10,348 | $621.1K | 0.04% | −308−2.9% | Reduced |
| Conning Inc. | 10,297 | $618.0K | 0.02% | +850+9.0% | Added |
| Carolinas Wealth Consulting LLC | 10,296 | $618.0K | 0.13% | −518−4.8% | Reduced |
| Azimuth Capital Investment Management LLC | 10,250 | $615.2K | 0.02% | +1,000+10.8% | Added |
| Advisor OS, LLC | 10,242 | $614.7K | 0.07% | −158−1.5% | Reduced |
| Cladis Investment Advisory, LLC | 10,214 | $613.0K | 0.44% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $612.4K | 0.01% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 10,191 | $611.7K | 0.36% | +400+4.1% | Added |
| Jackson Hole Capital Partners, LLC | 10,139 | $608.5K | 0.12% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 10,134 | $608.2K | 0.09% | −85−0.8% | Reduced |
| Angeles Wealth Management, LLC | 10,126 | $607.8K | 0.05% | +1,017+11.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 10,122 | $607.5K | 0.15% | −438−4.1% | Reduced |
| Bangor Savings Bank | 10,113 | $607.0K | 0.06% | −115−1.1% | Reduced |
| Spears Abacus Advisors LLC | 10,110 | $606.8K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 10,100 | $606.2K | 0.21% | 00.0% | Unchanged |