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 |
|---|---|---|---|---|---|
| CLG LLC | 7,517 | $451.1K | 0.16% | +29+0.4% | Added |
| Cravens & Co Advisors, LLC | 7,497 | $450.0K | 0.35% | +10+0.1% | Added |
| Trilogy Capital Inc. | 7,488 | $449.5K | 0.02% | +7,488 | New |
| Relyea Zuckerberg Hanson LLC | 7,486 | $449.3K | 0.06% | +113+1.5% | Added |
| Magnus Financial Group LLC | 7,480 | $448.9K | 0.04% | +7,480 | New |
| GFS Advisors, LLC | 7,465 | $448.0K | 0.09% | −500−6.3% | Reduced |
| Apella Capital, LLC | 7,939 | $447.4K | 0.02% | +3,527+79.9% | Added |
| Gentry Private Wealth, LLC | 7,454 | $447.4K | 0.37% | +7,454 | New |
| Alliance Wealth Advisors, LLC | 7,439 | $446.5K | 0.26% | +136+1.9% | Added |
| Mather Group, LLC. | 7,415 | $445.0K | 0.01% | +95+1.3% | Added |
| Journey Strategic Wealth LLC | 7,397 | $443.9K | 0.02% | +15+0.2% | Added |
| Canandaigua National Bank & Trust Co | 7,389 | $443.5K | 0.04% | +135+1.9% | Added |
| Horizon Advisory Services, Inc. | 7,372 | $442.5K | 0.25% | +85+1.2% | Added |
| Smith Shellnut Wilson LLC | 7,359 | $441.7K | 0.20% | +169+2.4% | Added |
| Arrow Investment Advisors, LLC | 7,326 | $439.7K | 0.47% | +7,326 | New |
| Fairvoy Private Wealth, LLC | 7,289 | $437.5K | 0.12% | +98+1.4% | Added |
| Register Financial Advisors LLC | 7,286 | $437.3K | 0.23% | +112+1.6% | Added |
| Occidental Asset Management, LLC | 7,286 | $437.3K | 0.07% | +7,286 | New |
| Affinity Capital Advisors, LLC | 7,713 | $436.9K | 0.09% | +1,331+20.9% | Added |
| Virtue Capital Management, LLC | 7,270 | $435.4K | 0.05% | +1,756+31.8% | Added |
| Princeton Global Asset Management LLC | 7,250 | $435.1K | 0.09% | +1,589+28.1% | Added |
| Smith, Salley & Associates | 7,238 | $434.4K | 0.03% | +1,399+24.0% | Added |
| Mill Creek Capital Advisors, LLC | 7,222 | $433.5K | 0.01% | +1,171+19.4% | Added |
| Interchange Capital Partners, LLC | 7,219 | $433.3K | 0.12% | +1,537+27.1% | Added |
| Legacy Financial Advisors, Inc. | 7,181 | $431.0K | 0.07% | +156+2.2% | Added |
| Coppell Advisory Solutions LLC | 7,281 | $427.9K | 0.06% | +1,307+21.9% | Added |
| First Business Financial Services, Inc. | 7,116 | $427.1K | 0.04% | 00.0% | Unchanged |
| Severin Investments, LLC | 7,112 | $426.9K | 0.43% | +272+4.0% | Added |
| ORG Wealth Partners, LLC | 7,242 | $425.8K | 0.13% | +1,548+27.2% | Added |
| Mill Capital Management, LLC | 7,082 | $425.1K | 0.03% | −1,060−13.0% | Reduced |
| Breakwater Capital Group | 7,078 | $424.8K | 0.08% | +7,078 | New |
| Pure Portfolios Holdings LLC | 7,070 | $424.3K | 0.16% | +722+11.4% | Added |
| Community Trust & Investment Co | 7,055 | $423.4K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 7,055 | $423.0K | 0.02% | −950−11.9% | Reduced |
| Silver Coast Investments LLC | 7,041 | $422.6K | 0.16% | −4,174−37.2% | Reduced |
| ERn Financial, LLC | 7,026 | $421.7K | 0.07% | −111−1.6% | Reduced |
| Washington Trust Co | 7,025 | $421.6K | 0.02% | −2,609−27.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 7,024 | $421.6K | 0.02% | +1,037+17.3% | Added |
| Wambolt & Associates, LLC | 7,171 | $421.6K | 0.14% | +760+11.9% | Added |
| Pinnacle Bancorp, Inc. | 7,019 | $421.3K | 0.14% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,017 | $421.2K | 0.02% | +697+11.0% | Added |
| Pacitti Group Inc. | 6,973 | $421.0K | 0.20% | +7+0.1% | Added |
| Sage Private Wealth Group, LLC | 7,005 | $420.4K | 0.32% | +123+1.8% | Added |
| D. Scott Neal, Inc. | 7,000 | $420.1K | 0.23% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 6,938 | $416.4K | 0.29% | −486−6.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 6,925 | $415.6K | 0.09% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 6,919 | $415.3K | 0.36% | −142−2.0% | Reduced |
| Summit Wealth Partners, LLC | 6,914 | $415.0K | 0.08% | +26+0.4% | Added |
| Zullo Investment Group, Inc. | 6,898 | $414.0K | 0.18% | +162+2.4% | Added |
| Old Second National Bank of Aurora | 6,885 | $413.2K | 0.10% | −171−2.4% | Reduced |
| Klingman & Associates, LLC | 6,878 | $412.8K | 0.03% | +6,878 | New |
| Winebrenner Capital Management LLC | 6,871 | $412.4K | 0.37% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,848 | $411.0K | 0.02% | −1,136−14.2% | Reduced |
| Quest Partners LLC | 6,825 | $409.6K | 0.04% | −13,805−66.9% | Reduced |
| EPG Wealth Management LLC | 6,819 | $409.3K | 0.11% | +22+0.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,818 | $409.2K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 6,809 | $408.6K | 0.02% | +279+4.3% | Added |
| Fort Point Capital Partners LLC | 6,808 | $408.6K | 0.05% | +457+7.2% | Added |
| Bouchey Financial Group Ltd | 6,762 | $407.7K | 0.04% | +332+5.2% | Added |
| Perennial Investment Advisors, LLC | 6,784 | $407.2K | 0.05% | −56−0.8% | Reduced |
| CAP Partners, LLC | 6,771 | $406.4K | 0.29% | +104+1.6% | Added |
| Cypress Wealth Services, LLC | 6,770 | $406.4K | 0.08% | −30−0.4% | Reduced |
| Equitable Trust Co | 6,767 | $406.2K | 0.02% | −112−1.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 6,762 | $405.9K | 0.07% | +175+2.7% | Added |
| First Financial Bank - Trust Division | 6,761 | $405.8K | 0.04% | −347−4.9% | Reduced |
| TD Private Client Wealth LLC | 6,751 | $405.2K | 0.01% | +485+7.7% | Added |
| Second Line Capital, LLC | 6,643 | $405.2K | 0.10% | +1,389+26.4% | Added |
| Blalock Williams, LLC | 6,734 | $404.2K | 0.45% | −204−2.9% | Reduced |
| Tandem Investment Advisors, Inc. | 6,717 | $403.0K | 0.01% | +747+12.5% | Added |
| Augustine Asset Management Inc | 6,690 | $401.5K | 0.12% | +690+11.5% | Added |
| Sterling Investment Advisors, Ltd. | 6,690 | $401.5K | 0.10% | +60+0.9% | Added |
| Journey Advisory Group, LLC | 6,687 | $401.4K | 0.03% | +1,400+26.5% | Added |
| MBE Wealth Management, LLC | 6,666 | $400.1K | 0.19% | +984+17.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,646 | $398.9K | 0.01% | +11+0.2% | Added |
| Fidelity D & D Bancorp Inc | 6,640 | $398.5K | 0.26% | −90−1.3% | Reduced |
| Harvey Investment Co LLC | 6,633 | $398.0K | 0.04% | −1,200−15.3% | Reduced |
| Capital Analysts, LLC | 6,630 | $398.0K | 0.01% | −70−1.0% | Reduced |
| Symmetry Partners, LLC | 6,609 | $396.7K | 0.06% | +21+0.3% | Added |
| Peregrine Asset Advisers, Inc. | 6,595 | $395.8K | 0.15% | 00.0% | Unchanged |
| 626 Financial, LLC | 6,577 | $394.8K | 0.20% | +1,542+30.6% | Added |
| Campbell Deegan Wealth Management, LLC | 6,541 | $392.6K | 0.45% | +79+1.2% | Added |
| Calton & Associates, Inc. | 6,532 | $392.1K | 0.09% | +6,532 | New |
| Wayfinding Financial, LLC | 6,539 | $392.0K | 0.17% | −86−1.3% | Reduced |
| Seven Mile Advisory | 6,527 | $391.8K | 0.26% | −118−1.8% | Reduced |
| Miracle Mile Advisors, LLC | 6,523 | $391.5K | 0.01% | +6,523 | New |
| MBL Wealth, LLC | 6,501 | $390.2K | 0.04% | +1,431+28.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $390.1K | 0.12% | 00.0% | Unchanged |
| Fragasso Group Inc. | 6,499 | $390.1K | 0.03% | +197+3.1% | Added |
| Dynamic Financial Group | 6,491 | $389.6K | 0.39% | +6,491 | New |
| Banque Transatlantique SA | 6,493 | $389.6K | 0.01% | −904−12.2% | Reduced |
| Carson Advisory Inc. | 6,488 | $389.4K | 0.26% | +30.0% | Added |
| Peoples Financial Services Corp. | 6,485 | $389.2K | 0.19% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 6,482 | $389.1K | 0.06% | −1,762−21.4% | Reduced |
| Wendell David Associates Inc | 6,475 | $389.0K | 0.04% | +25+0.4% | Added |
| American National Bank | 6,481 | $389.0K | 0.04% | −710−9.9% | Reduced |
| Prairiewood Capital, LLC | 6,466 | $388.1K | 0.16% | −215−3.2% | Reduced |
| Renaissance Group LLC | 6,459 | $387.7K | 0.02% | −214−3.2% | Reduced |
| Bank Ozk | 6,458 | $387.6K | 0.16% | −506−7.3% | Reduced |
| King Wealth | 6,442 | $387.0K | 0.06% | +18+0.3% | Added |
| Investment Advisory Group, LLC | 6,432 | $386.1K | 0.13% | 00.0% | Unchanged |