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; 2,575 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
- 2,251
- +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
- 770 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| MAI Capital Management | 136,441 | $8.19M | 0.06% | +627+0.5% | Added |
| ARS Wealth Advisors Group, LLC | 136,413 | $8.19M | 1.16% | +1,429+1.1% | Added |
| Mizuho Securities USA LLC | 135,703 | $8.14M | 0.18% | −24,927−15.5% | Reduced |
| Ascent Group, LLC | 135,656 | $8.14M | 0.35% | +47,470+53.8% | Added |
| RSM US Wealth Management LLC | 134,681 | $8.08M | 0.13% | −2,306−1.7% | Reduced |
| Bard Financial Services, Inc. | 134,552 | $8.08M | 0.99% | −5,670−4.0% | Reduced |
| NEOS Investment Management LLC | 133,404 | $8.01M | 0.15% | +25,021+23.1% | Added |
| Steward Partners Investment Advisory, LLC | 133,198 | $7.99M | 0.07% | +7,327+5.8% | Added |
| Independent Advisor Alliance | 132,839 | $7.97M | 0.26% | −21,608−14.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 132,715 | $7.97M | 0.23% | −1,589−1.2% | Reduced |
| Inlet Private Wealth, LLC | 132,612 | $7.96M | 2.07% | +2,713+2.1% | Added |
| KBC Group NV | 131,942 | $7.92M | 0.02% | −8,649−6.2% | Reduced |
| Longfellow Investment Management Co LLC | 130,957 | $7.86M | 1.92% | −19,198−12.8% | Reduced |
| Newport Trust Co | 130,878 | $7.86M | 0.02% | −2,575−1.9% | Reduced |
| Janus Henderson Group PLC | 135,176 | $7.85M | 0.00% | +59,077+77.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 132,970 | $7.74M | 0.08% | +15,625+13.3% | Added |
| Keybank National Association | 128,607 | $7.72M | 0.03% | +790+0.6% | Added |
| Synovus Financial Corp | 128,532 | $7.71M | 0.10% | −2,295−1.8% | Reduced |
| Gateway Investment Advisers LLC | 127,641 | $7.66M | 0.09% | +15,071+13.4% | Added |
| Principal Street Partners, LLC | 126,172 | $7.57M | 1.41% | +2,724+2.2% | Added |
| KWMG, LLC | 125,137 | $7.51M | 0.76% | −620.0% | Reduced |
| Schwerin Boyle Capital Management Inc | 124,715 | $7.49M | 0.77% | 00.0% | Unchanged |
| Jain Global LLC | 124,033 | $7.44M | 0.15% | −13,652−9.9% | Reduced |
| Two Sigma Advisers, LP | 123,600 | $7.42M | 0.02% | −47,300−27.7% | Reduced |
| Denali Advisors LLC | 123,239 | $7.40M | 0.84% | +49,629+67.4% | Added |
| Financial Sense Advisors, Inc. | 123,182 | $7.39M | 2.11% | +31,558+34.4% | Added |
| Kennon-Green & Company, LLC | 122,880 | $7.38M | 6.02% | −535−0.4% | Reduced |
| CX Institutional | 121,928 | $7.32M | 0.28% | −3,560−2.8% | Reduced |
| Stony Point Wealth Management Inc. | 119,966 | $7.20M | 3.07% | −520.0% | Reduced |
| Commonwealth Retirement Investments LLC | 119,782 | $7.19M | 2.93% | +1,973+1.7% | Added |
| Brown Brothers Harriman & Co | 118,221 | $7.10M | 0.05% | −8,418−6.6% | Reduced |
| Sage Capital Advisors,llc | 117,965 | $7.08M | 1.86% | +1,798+1.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 117,349 | $7.04M | 2.50% | +323+0.3% | Added |
| Rafferty Asset Management, LLC | 116,867 | $7.01M | 0.03% | −30,242−20.6% | Reduced |
| Octavia Wealth Advisors, LLC | 114,876 | $7.01M | 0.85% | +10,253+9.8% | Added |
| Kentucky Retirement Systems | 115,823 | $6.95M | 0.21% | −1,427−1.2% | Reduced |
| Lingohr & Partner Asset Management GmbH | 115,521 | $6.93M | 1.74% | +103,680+875.6% | Added |
| Capital Management Corp | 115,416 | $6.93M | 1.20% | −7,265−5.9% | Reduced |
| Natixis | 115,857 | $6.91M | 0.04% | −377,367−76.5% | Reduced |
| Brookstone Capital Management | 114,508 | $6.87M | 0.10% | −3,463−2.9% | Reduced |
| Concurrent Investment Advisors, LLC | 114,212 | $6.85M | 0.17% | +27,270+31.4% | Added |
| Algert Global LLC | 112,848 | $6.77M | 0.17% | +16,443+17.1% | Added |
| Central Trust Co | 111,862 | $6.71M | 0.17% | −1,105−1.0% | Reduced |
| Allworth Financial LP | 113,753 | $6.68M | 0.04% | +15,790+16.1% | Added |
| Venture Visionary Partners LLC | 111,148 | $6.67M | 0.28% | +3,950+3.7% | Added |
| Shilanski & Associates, Inc. | 110,502 | $6.63M | 2.07% | +2,274+2.1% | Added |
| Avantax Planning Partners, Inc. | 110,348 | $6.62M | 0.23% | −4,560−4.0% | Reduced |
| Keystone Financial Planning, Inc. | 109,694 | $6.58M | 1.96% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 107,952 | $6.48M | 0.26% | +567+0.5% | Added |
| BBR Partners, LLC | 107,791 | $6.47M | 0.46% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 107,456 | $6.45M | 0.27% | −260−0.2% | Reduced |
| CAPROCK Group, Inc. | 105,056 | $6.41M | 0.20% | −1,628−1.5% | Reduced |
| Hutner Capital Management Inc | 106,733 | $6.41M | 2.73% | +3,881+3.8% | Added |
| HB Wealth Management, LLC | 105,447 | $6.33M | 0.05% | +19,054+22.1% | Added |
| AlTi Global, Inc. | 103,865 | $6.29M | 0.16% | −58,482−36.0% | Reduced |
| Mutual Advisors, LLC | 107,558 | $6.27M | 0.18% | −12,411−10.3% | Reduced |
| Hartford Investment Management Co | 103,524 | $6.21M | 0.22% | −1,283−1.2% | Reduced |
| Ar Asset Management Inc | 103,051 | $6.18M | 1.40% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 102,979 | $6.18M | 0.09% | +22,782+28.4% | Added |
| Kovitz Investment Group Partners, LLC | 102,913 | $6.18M | 0.03% | −1,055−1.0% | Reduced |
| Butensky & Cohen Financial Security, Inc | 102,849 | $6.17M | 1.89% | −1,539−1.5% | Reduced |
| Tudor Investment Corp Et Al | 102,240 | $6.14M | 0.05% | +102,240 | New |
| Atlantic Union Bankshares Corp | 102,007 | $6.12M | 0.37% | +3,911+4.0% | Added |
| Equitable Holdings, Inc. | 101,696 | $6.10M | 0.06% | +4,911+5.1% | Added |
| CCM Investment Group, LLC | 104,403 | $6.07M | 0.64% | +3,174+3.1% | Added |
| Salomon & Ludwin, LLC | 100,801 | $6.05M | 0.64% | +597+0.6% | Added |
| Sowell Financial Services LLC | 99,940 | $6.00M | 0.27% | +1,746+1.8% | Added |
| Altrius Capital Management Inc | 99,720 | $5.99M | 1.45% | −412−0.4% | Reduced |
| Lockheed Martin Investment Management Co | 99,500 | $5.97M | 0.24% | +99,500 | New |
| Rbo & Co LLC | 99,473 | $5.97M | 0.95% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 99,442 | $5.97M | 2.12% | −18,182−15.5% | Reduced |
| Financial Security Advisor, Inc. | 98,653 | $5.92M | 1.50% | +2,357+2.4% | Added |
| Atria Investments LLC | 98,623 | $5.92M | 0.08% | −10,942−10.0% | Reduced |
| Baugh & Associates, LLC | 103,089 | $5.90M | 2.99% | +13,539+15.1% | Added |
| Rathbone Brothers plc | 97,657 | $5.86M | 0.03% | −206,265−67.9% | Reduced |
| First Manhattan Co | 96,004 | $5.85M | 0.02% | −23,735−19.8% | Reduced |
| Arkadios Wealth Advisors | 97,269 | $5.84M | 0.22% | +14,935+18.1% | Added |
| Marshall Wace, LLP | 97,024 | $5.82M | 0.01% | +97,024 | New |
| Level Four Advisory Services, LLC | 96,213 | $5.77M | 0.24% | +7,941+9.0% | Added |
| Boyer & Corporon Wealth Management, LLC | 95,281 | $5.72M | 1.99% | −6,000−5.9% | Reduced |
| SummitTX Capital, L.P. | 95,217 | $5.71M | 0.25% | +95,217 | New |
| Whittier Trust Co | 94,694 | $5.68M | 0.08% | −113−0.1% | Reduced |
| Massmutual Trust Co FSB | 93,760 | $5.63M | 0.16% | +1,995+2.2% | Added |
| Thrivent Financial for Lutherans | 94,495 | $5.62M | 0.01% | −323,376−77.4% | Reduced |
| Bryn Mawr Trust Co | 93,496 | $5.61M | 0.10% | +3,328+3.7% | Added |
| Integrated Wealth Concepts LLC | 93,363 | $5.60M | 0.07% | +562+0.6% | Added |
| Grassi Investment Management | 92,786 | $5.57M | 0.52% | 00.0% | Unchanged |
| Edmp, Inc. | 91,970 | $5.52M | 4.62% | −1,088−1.2% | Reduced |
| Norinchukin Bank, The | 91,186 | $5.47M | 0.10% | +12,419+15.8% | Added |
| Louisiana State Employees Retirement System | 91,100 | $5.47M | 0.11% | −100−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 89,957 | $5.40M | 0.03% | +12,050+15.5% | Added |
| Securian Asset Management, Inc | 89,719 | $5.38M | 0.16% | −1,369−1.5% | Reduced |
| RMB Capital Management, LLC | 88,123 | $5.38M | 0.13% | −10,201−10.4% | Reduced |
| Meyer Handelman Co | 89,532 | $5.37M | 0.19% | +400+0.4% | Added |
| Heritage Wealth Advisors | 89,406 | $5.37M | 0.27% | −150−0.2% | Reduced |
| iA Global Asset Management Inc. | 89,365 | $5.36M | 0.09% | −3,286−3.5% | Reduced |
| Financial Advisors Network, Inc. | 89,186 | $5.35M | 0.89% | +75,550+554.0% | Added |
| Summit Trail Advisors, LLC | 87,386 | $5.33M | 0.18% | −17,054−16.3% | Reduced |
| Fred Alger Management, LLC | 87,267 | $5.33M | 0.03% | −57,862−39.9% | Reduced |
| Waterloo Capital, L.P. | 88,603 | $5.32M | 0.49% | +10,926+14.1% | Added |