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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 10,086 | $605.4K | 0.08% | −295−2.8% | Reduced |
| Teamwork Financial Advisors, LLC | 10,069 | $604.4K | 0.08% | −332−3.2% | Reduced |
| Moser Wealth Advisors, LLC | 10,068 | $604.3K | 0.32% | +85+0.9% | Added |
| Peak Financial Advisors LLC | 10,066 | $604.2K | 0.31% | +114+1.1% | Added |
| Fishman Jay A Ltd | 10,055 | $603.5K | 0.07% | −500−4.7% | Reduced |
| Wealth Effects LLC | 10,025 | $601.7K | 0.25% | −2,650−20.9% | Reduced |
| Secure Asset Management, LLC | 10,016 | $601.2K | 0.12% | −996−9.0% | Reduced |
| Avaii Wealth Management, LLC | 9,981 | $599.0K | 0.32% | +4,248+74.1% | Added |
| PDS Planning, Inc | 9,960 | $597.8K | 0.05% | +1,041+11.7% | Added |
| CFO4Life Group, LLC | 9,943 | $596.8K | 0.10% | −87−0.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 9,942 | $596.7K | 0.11% | −12,905−56.5% | Reduced |
| CVA Family Office, LLC | 9,926 | $595.8K | 0.09% | −171−1.7% | Reduced |
| Grimes & Company, Inc. | 9,920 | $595.4K | 0.02% | −952−8.8% | Reduced |
| Woodmont Investment Counsel LLC | 9,822 | $589.5K | 0.04% | +3,330+51.3% | Added |
| LS Investment Advisors, LLC | 9,817 | $589.2K | 0.09% | −8,432−46.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,803 | $588.4K | 0.02% | −4,569−31.8% | Reduced |
| Coastal Investment Advisors, Inc. | 9,802 | $588.3K | 0.27% | +793+8.8% | Added |
| Money Concepts Capital Corp | 9,795 | $587.9K | 0.04% | +9,795 | New |
| Perritt Capital Management Inc | 9,790 | $587.6K | 0.32% | −1,024−9.5% | Reduced |
| Court Place Advisors, LLC | 9,775 | $586.7K | 0.19% | +430+4.6% | Added |
| Acorn Wealth Advisors, LLC | 9,763 | $586.0K | 0.24% | +92+1.0% | Added |
| Lafayette Investments, Inc. | 9,738 | $584.5K | 0.12% | 00.0% | Unchanged |
| Davis R M Inc | 9,700 | $582.2K | 0.01% | +1,817+23.0% | Added |
| PKS Advisory Services, LLC | 9,691 | $581.8K | 0.16% | +426+4.6% | Added |
| TCFG Wealth Management, LLC | 9,686 | $581.4K | 0.29% | +1,013+11.7% | Added |
| Quadcap Wealth Management, LLC | 9,679 | $580.9K | 0.08% | −19−0.2% | Reduced |
| Reliant Investment Partners, LLC | 9,668 | $580.3K | 0.59% | −22−0.2% | Reduced |
| bLong Financial, LLC | 9,648 | $579.1K | 0.51% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 9,644 | $578.8K | 0.33% | −227−2.3% | Reduced |
| MSH Capital Advisors LLC | 9,612 | $576.9K | 0.18% | +12+0.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 9,611 | $576.8K | 0.22% | −650−6.3% | Reduced |
| Northcape Wealth Management, LLC | 9,603 | $576.4K | 0.19% | +6+0.1% | Added |
| One Wealth Advisors, LLC | 9,428 | $575.3K | 0.09% | −138−1.4% | Reduced |
| Leonteq Securities AG | 9,586 | $574.9K | 0.04% | −10,238−51.6% | Reduced |
| Strategic Financial Concepts, LLC | 9,554 | $573.5K | 0.11% | −495−4.9% | Reduced |
| Farmers Trust Co | 9,551 | $573.3K | 0.11% | +947+11.0% | Added |
| Shelton Capital Management | 9,536 | $572.4K | 0.01% | −283−2.9% | Reduced |
| Triad Wealth Partners, LLC | 9,521 | $571.5K | 0.18% | +3,778+65.8% | Added |
| Callan Family Office, LLC | 9,505 | $570.5K | 0.04% | −1,176−11.0% | Reduced |
| Avestar Capital, LLC | 9,502 | $570.3K | 0.05% | −1,044−9.9% | Reduced |
| Diligent Investors, LLC | 9,498 | $570.1K | 0.14% | −2,630−21.7% | Reduced |
| Tocqueville Asset Management L.P. | 9,496 | $570.0K | 0.01% | −150−1.6% | Reduced |
| Lifeworks Advisors, LLC | 9,478 | $568.9K | 0.09% | +695+7.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,781 | $568.8K | 0.09% | −20−0.2% | Reduced |
| Howe & Rusling Inc | 9,461 | $567.9K | 0.05% | +929+10.9% | Added |
| DRW Securities, LLC | 9,521 | $567.6K | 0.05% | −1,557−14.1% | Reduced |
| Wealth Alliance | 9,452 | $567.3K | 0.07% | +174+1.9% | Added |
| Thomasville National Bank | 9,448 | $567.1K | 0.04% | +120+1.3% | Added |
| Patton Albertson Miller Group, LLC | 9,440 | $566.6K | 0.08% | −1,853−16.4% | Reduced |
| Tower Bridge Advisors | 9,434 | $566.2K | 0.06% | +9,434 | New |
| Wellington Shields & Co., LLC | 9,424 | $565.6K | 0.18% | +600+6.8% | Added |
| Sandy Spring Bank | 9,406 | $564.6K | 0.02% | −10,844−53.6% | Reduced |
| White Lighthouse Investment Management Inc. | 9,397 | $564.0K | 0.10% | −71−0.7% | Reduced |
| Sym Financial Corp | 9,367 | $562.2K | 0.07% | −230−2.4% | Reduced |
| Ci Investments Inc. | 9,340 | $561.0K | 0.00% | −612−6.1% | Reduced |
| Staley Capital Advisers Inc | 9,318 | $559.3K | 0.03% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 9,300 | $558.2K | 0.00% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 9,279 | $556.9K | 0.36% | +546+6.3% | Added |
| TCI Wealth Advisors, Inc. | 9,266 | $556.1K | 0.04% | +799+9.4% | Added |
| Home Federal Bank of Tennessee | 9,265 | $556.1K | 0.16% | 00.0% | Unchanged |
| Montecito Bank & Trust | 9,264 | $556.0K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 9,263 | $556.0K | 0.19% | −382−4.0% | Reduced |
| ICONIQ Capital, LLC | 9,262 | $555.9K | 0.01% | +1,679+22.1% | Added |
| Skyline Advisors, Inc. | 9,255 | $555.5K | 0.22% | +200+2.2% | Added |
| C2C Wealth Management, LLC | 9,252 | $555.3K | 0.52% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 9,242 | $554.7K | 0.03% | −228−2.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,220 | $553.4K | 0.36% | −580−5.9% | Reduced |
| Empower Advisory Group, LLC | 9,179 | $550.9K | 0.00% | −949−9.4% | Reduced |
| Guardian Partners Inc. | 9,375 | $549.0K | 0.06% | −125−1.3% | Reduced |
| Evelyn Partners Investment Management LLP | 9,112 | $546.9K | 0.02% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 9,111 | $546.8K | 0.55% | +29+0.3% | Added |
| TigerOak Management, L.L.C. | 9,097 | $546.0K | 0.21% | +520+6.1% | Added |
| Powers Advisory Group, LLC | 9,083 | $545.2K | 0.26% | +97+1.1% | Added |
| Prelude Capital Management, LLC | 9,072 | $544.5K | 0.05% | +9,072 | New |
| Concord Wealth Partners | 9,060 | $543.8K | 0.09% | +1,027+12.8% | Added |
| Hendershot Investments Inc. | 9,053 | $543.3K | 0.07% | −60−0.7% | Reduced |
| Sterling Investment Counsel, LLC | 9,043 | $542.8K | 0.19% | −78−0.9% | Reduced |
| AlphaCore Capital LLC | 9,103 | $542.6K | 0.05% | +2,882+46.3% | Added |
| Lindbrook Capital, LLC | 9,024 | $541.6K | 0.05% | −209−2.3% | Reduced |
| Schnieders Capital Management LLC | 9,012 | $540.9K | 0.12% | −132−1.4% | Reduced |
| Hardin Capital Partners, LLC | 9,010 | $540.8K | 0.33% | +20.0% | Added |
| NJ State Employees Deferred Compensation Plan | 9,000 | $540.2K | 0.07% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 8,995 | $539.9K | 0.02% | −250−2.7% | Reduced |
| Ameriflex Group, Inc. | 8,985 | $539.3K | 0.22% | −375−4.0% | Reduced |
| Cahill Financial Advisors Inc | 8,969 | $538.3K | 0.07% | +459+5.4% | Added |
| Strategic Advisors LLC | 8,969 | $538.3K | 0.10% | −77−0.9% | Reduced |
| Naples Global Advisors, LLC | 8,821 | $538.0K | 0.05% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 8,983 | $537.8K | 0.07% | −1,104−10.9% | Reduced |
| Fundamentun, LLC | 8,935 | $536.3K | 0.03% | +3,347+59.9% | Added |
| Greatmark Investment Partners, Inc. | 8,924 | $535.6K | 0.07% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 8,923 | $535.5K | 0.12% | +86+1.0% | Added |
| Skopos Labs, Inc. | 8,920 | $535.4K | 0.12% | +997+12.6% | Added |
| United Capital Management of KS, Inc. | 8,906 | $534.5K | 0.11% | +12+0.1% | Added |
| Scientech Research LLC | 8,874 | $532.6K | 0.14% | +8,874 | New |
| Claro Advisors LLC | 8,836 | $530.3K | 0.07% | +374+4.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,834 | $530.2K | 0.05% | +205+2.4% | Added |
| Montag A & Associates Inc | 8,625 | $526.4K | 0.03% | +194+2.3% | Added |
| Plancorp, LLC | 8,764 | $526.0K | 0.02% | +1,107+14.5% | Added |
| Fiduciary Alliance LLC | 8,759 | $525.7K | 0.05% | +3,594+69.6% | Added |
| Bingham Private Wealth, LLC | 8,734 | $524.2K | 0.54% | +220+2.6% | Added |