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 |
|---|---|---|---|---|---|
| American Alpha Advisors, LLC | 8,720 | $523.4K | 0.46% | +24+0.3% | Added |
| Accredited Investors Inc. | 8,710 | $522.8K | 0.03% | +44+0.5% | Added |
| CRA Financial Services, LLC | 8,703 | $522.4K | 0.09% | +3,504+67.4% | Added |
| Meitav Dash Investments Ltd | 8,958 | $521.2K | 0.01% | −542−5.7% | Reduced |
| Gries Financial LLC | 8,657 | $519.6K | 0.10% | −331−3.7% | Reduced |
| SIMA Wealth Partners, LLC | 8,654 | $519.4K | 0.43% | −178−2.0% | Reduced |
| Clark Financial Services Group Inc | 8,638 | $518.4K | 0.36% | −47−0.5% | Reduced |
| Leo Wealth, LLC | 8,637 | $518.4K | 0.07% | −6,741−43.8% | Reduced |
| Long Run Wealth Advisors, LLC | 8,621 | $517.4K | 0.12% | +157+1.9% | Added |
| Waldron Private Wealth LLC | 8,593 | $515.8K | 0.02% | −4,982−36.7% | Reduced |
| Partners Wealth Management, LLC | 8,561 | $513.8K | 0.58% | −200−2.3% | Reduced |
| Centennial Bank | 8,554 | $513.4K | 0.24% | −522−5.8% | Reduced |
| Impact Capital Partners LLC | 8,551 | $513.2K | 0.19% | −1,063−11.1% | Reduced |
| Goldstone Financial Group, LLC | 8,540 | $512.6K | 0.08% | +2,324+37.4% | Added |
| NorthCrest Asset Manangement, LLC | 8,536 | $512.4K | 0.02% | +8,536 | New |
| SFMG, LLC | 8,530 | $512.0K | 0.04% | +41+0.5% | Added |
| IFG Advisors, LLC | 8,525 | $511.7K | 0.10% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 8,776 | $510.3K | 0.06% | +384+4.6% | Added |
| Gerber, LLC | 8,446 | $506.9K | 0.42% | +30.0% | Added |
| United Bank | 8,433 | $506.1K | 0.06% | 00.0% | Unchanged |
| SP Asset Management LLC | 8,414 | $505.0K | 0.04% | +52+0.6% | Added |
| Prossimo Advisors, LLC | 8,408 | $505.0K | 0.38% | 00.0% | Unchanged |
| Investors Research Corp | 8,397 | $504.0K | 0.11% | +253+3.1% | Added |
| Choate Investment Advisors | 8,393 | $503.7K | 0.01% | −3,996−32.3% | Reduced |
| Krane Funds Advisors LLC | 8,380 | $503.0K | 0.01% | −1,693−16.8% | Reduced |
| Stephens Consulting, LLC | 8,378 | $502.9K | 0.13% | +19+0.2% | Added |
| Birmingham Capital Management Co Inc | 8,363 | $501.9K | 0.19% | 00.0% | Unchanged |
| Holderness Investments Co | 8,362 | $501.9K | 0.12% | +231+2.8% | Added |
| Providence Wealth Advisors, LLC | 8,482 | $498.7K | 0.38% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8,307 | $498.6K | 0.07% | −11−0.1% | Reduced |
| Orion Investment Co | 8,296 | $497.9K | 0.20% | 00.0% | Unchanged |
| Alta Advisers Ltd | 8,264 | $496.0K | 0.21% | +2,600+45.9% | Added |
| WBH Advisory Inc | 8,222 | $493.5K | 0.05% | +714+9.5% | Added |
| Premier Path Wealth Partners, LLC | 8,222 | $493.5K | 0.08% | +579+7.6% | Added |
| Cascade Financial Partners, LLC | 8,222 | $493.5K | 0.06% | +1,016+14.1% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 8,204 | $492.4K | 0.56% | −41−0.5% | Reduced |
| Absolute Capital Management, LLC | 8,200 | $492.2K | 0.28% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 8,189 | $491.5K | 0.12% | +44+0.5% | Added |
| Atlas Brown,Inc. | 8,177 | $490.8K | 0.17% | −353−4.1% | Reduced |
| Stegent Equity Advisors, Inc. | 8,164 | $490.0K | 0.50% | −10,981−57.4% | Reduced |
| Trustmark National Bank Trust Department | 8,160 | $489.8K | 0.04% | +1,565+23.7% | Added |
| Duncker Streett & Co Inc | 8,147 | $489.0K | 0.10% | −81−1.0% | Reduced |
| Resonant Capital Advisors, LLC | 7,998 | $488.2K | 0.03% | +1,436+21.9% | Added |
| Armstrong Advisory Group, Inc | 9,329 | $487.8K | 0.04% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 8,093 | $485.8K | 0.08% | −83−1.0% | Reduced |
| Mindset Wealth Management, LLC | 8,073 | $484.6K | 0.19% | +582+7.8% | Added |
| Financial Perspectives, Inc | 8,069 | $484.3K | 0.17% | −164−2.0% | Reduced |
| FourThought Financial Partners, LLC | 8,063 | $483.9K | 0.05% | +40.0% | Added |
| Meeder Asset Management Inc | 8,060 | $483.8K | 0.03% | +7,753+2,525.4% | Added |
| Sage Mountain Advisors LLC | 8,047 | $483.0K | 0.04% | −1,233−13.3% | Reduced |
| Reaves W H & Co Inc | 8,000 | $480.2K | 0.01% | 00.0% | Unchanged |
| V2 Financial group LLC | 7,990 | $479.6K | 0.31% | −394−4.7% | Reduced |
| Sentry LLC | 7,987 | $479.4K | 0.09% | 00.0% | Unchanged |
| DDFG, Inc | 7,976 | $478.7K | 0.13% | −48−0.6% | Reduced |
| Councilmark Asset Management, LLC | 7,966 | $478.1K | 0.32% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 7,942 | $476.7K | 0.24% | −232−2.8% | Reduced |
| ETF Store, Inc. | 7,930 | $476.0K | 0.58% | +127+1.6% | Added |
| Allen Capital Group, LLC | 7,930 | $475.9K | 0.05% | −237−2.9% | Reduced |
| Twin City Private Wealth, LLC | 7,782 | $475.1K | 0.42% | +7+0.1% | Added |
| Burney Co | 7,906 | $474.5K | 0.02% | −1,609−16.9% | Reduced |
| Charles Schwab Trust Co | 7,904 | $474.4K | 0.04% | −285−3.5% | Reduced |
| WealthTrust Axiom LLC | 7,903 | $474.3K | 0.14% | 00.0% | Unchanged |
| Meritage Portfolio Management | 7,890 | $473.6K | 0.03% | −2,948−27.2% | Reduced |
| Hodges Capital Management Inc. | 7,885 | $473.0K | 0.05% | +3,570+82.7% | Added |
| Ocean Capital Management, LLC | 7,876 | $472.7K | 0.11% | +61+0.8% | Added |
| Winton Group Ltd | 7,861 | $471.8K | 0.03% | +7,861 | New |
| Platform Technology Partners | 7,835 | $470.3K | 0.14% | +261+3.4% | Added |
| Pflug Koory, LLC | 7,833 | $470.1K | 0.26% | −43−0.5% | Reduced |
| LRI Investments, LLC | 7,823 | $469.6K | 0.05% | +447+6.1% | Added |
| Institute for Wealth Management, LLC. | 7,820 | $469.3K | 0.06% | +2,850+57.3% | Added |
| Robertson Stephens Wealth Management, LLC | 7,692 | $469.2K | 0.02% | +1,663+27.6% | Added |
| Aaron Wealth Advisors | 7,815 | $469.1K | 0.05% | +1,308+20.1% | Added |
| Stablepoint Partners, LLC | 7,802 | $468.3K | 0.08% | −520−6.2% | Reduced |
| Successful Portfolios LLC | 7,794 | $467.8K | 0.32% | +48+0.6% | Added |
| Howard Bailey Securities, LLC | 7,778 | $466.8K | 0.16% | −1,260−13.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,759 | $465.7K | 0.03% | +420+5.7% | Added |
| Manchester Capital Management LLC | 7,742 | $464.7K | 0.06% | −229−2.9% | Reduced |
| Yarger Wealth Strategies, LLC | 7,730 | $464.0K | 0.27% | +127+1.7% | Added |
| Challenger Wealth Management | 7,715 | $463.0K | 0.37% | −700−8.3% | Reduced |
| Holland Advisory Services, Inc. | 7,710 | $462.8K | 0.70% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 7,702 | $462.3K | 0.11% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 7,681 | $461.0K | 0.04% | −1,648−17.7% | Reduced |
| Optimum Investment Advisors | 7,676 | $460.7K | 0.22% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 7,675 | $460.6K | 0.03% | +21+0.3% | Added |
| Douglas Lane & Associates, LLC | 7,671 | $460.4K | 0.01% | +2,940+62.1% | Added |
| Sittner & Nelson, LLC | 7,665 | $460.1K | 0.20% | +2,000+35.3% | Added |
| Marshall Financial Group LLC | 7,645 | $458.9K | 0.10% | −84−1.1% | Reduced |
| Grandfield & Dodd, LLC | 7,603 | $456.3K | 0.03% | 00.0% | Unchanged |
| First Western Trust Bank | 7,598 | $456.0K | 0.02% | −491−6.1% | Reduced |
| Cohen Investment Advisors LLC | 7,595 | $455.9K | 0.26% | −122−1.6% | Reduced |
| Baron Wealth Management LLC | 7,584 | $455.2K | 0.20% | +3,690+94.8% | Added |
| Quarry LP | 7,572 | $454.5K | 0.12% | +3,556+88.5% | Added |
| Howard Financial Services, Ltd. | 7,558 | $453.6K | 0.06% | +970+14.7% | Added |
| Schmidt P J Investment Management Inc | 7,549 | $453.1K | 0.08% | −114−1.5% | Reduced |
| Opal Wealth Advisors, LLC | 7,548 | $453.0K | 0.14% | +1,888+33.4% | Added |
| Safeguard Investment Advisory Group, LLC | 7,540 | $452.6K | 0.12% | +88+1.2% | Added |
| Bristlecone Advisors, LLC | 7,538 | $452.4K | 0.04% | −368−4.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,539 | $452.0K | 0.01% | +386+5.4% | Added |
| Heritage Family Offices, LLP | 7,530 | $452.0K | 0.23% | 00.0% | Unchanged |
| Souders Financial Advisors | 7,521 | $451.4K | 0.06% | +2,033+37.0% | Added |