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
- 2,250
- +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 | 2,575 | $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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 88,469 | $5.31M | 0.03% | −161,050−64.5% | Reduced |
| Convergence Investment Partners, LLC | 88,083 | $5.29M | 1.46% | −7,161−7.5% | Reduced |
| LVM Capital Management Ltd | 87,194 | $5.23M | 0.58% | −2,220−2.5% | Reduced |
| Howard Capital Management Inc. | 86,977 | $5.22M | 0.13% | −934−1.1% | Reduced |
| Strategy Asset Managers LLC | 86,943 | $5.22M | 1.08% | +32,077+58.5% | Added |
| Beacon Financial Group | 86,603 | $5.20M | 0.57% | −6,424−6.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 86,581 | $5.20M | 0.23% | −1,656−1.9% | Reduced |
| Park Circle Co | 86,050 | $5.16M | 4.60% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 85,006 | $5.10M | 0.13% | +42,595+100.4% | Added |
| Kingsview Wealth Management, LLC | 84,836 | $5.09M | 0.10% | −73,275−46.3% | Reduced |
| Good Life Advisors, LLC | 84,725 | $5.09M | 0.36% | +1,455+1.7% | Added |
| Tyche Wealth Partners LLC | 84,712 | $5.08M | 1.10% | −3,759−4.2% | Reduced |
| TownSquare Capital, LLC | 84,262 | $5.06M | 0.05% | −1,541−1.8% | Reduced |
| CFM Wealth Partners LLC | 83,241 | $5.00M | 0.88% | +900+1.1% | Added |
| Prospera Financial Services Inc | 82,945 | $4.98M | 0.11% | +1,663+2.0% | Added |
| MainStreet Investment Advisors LLC | 82,696 | $4.96M | 0.72% | −2,039−2.4% | Reduced |
| Hancock Whitney Corp | 82,607 | $4.96M | 0.16% | +17,502+26.9% | Added |
| CoreCap Advisors, LLC | 82,547 | $4.95M | 0.22% | +11,545+16.3% | Added |
| Hollencrest Capital Management | 82,094 | $4.93M | 0.22% | +1,781+2.2% | Added |
| Cornerstone Wealth Group, LLC | 81,186 | $4.87M | 0.40% | −8,940−9.9% | Reduced |
| Investmark Advisory Group LLC | 81,137 | $4.87M | 2.41% | +1,086+1.4% | Added |
| Coston, McIsaac & Partners | 80,983 | $4.86M | 1.42% | −5,730−6.6% | Reduced |
| Tyler-Stone Wealth Management | 80,451 | $4.83M | 0.87% | +1,465+1.9% | Added |
| Hantz Financial Services, Inc. | 80,384 | $4.83M | 0.08% | −832−1.0% | Reduced |
| Strategic Planning, Inc. | 80,279 | $4.82M | 2.72% | +80,279 | New |
| Whittier Trust Co of Nevada Inc | 79,522 | $4.77M | 0.12% | +705+0.9% | Added |
| Maryland State Retirement & Pension System | 79,303 | $4.76M | 0.11% | −11,561−12.7% | Reduced |
| New Mexico Educational Retirement Board | 79,195 | $4.75M | 0.17% | −2,200−2.7% | Reduced |
| Johnson Investment Counsel Inc | 78,949 | $4.74M | 0.05% | −2,772−3.4% | Reduced |
| Park Avenue Securities LLC | 78,784 | $4.73M | 0.06% | +6,285+8.7% | Added |
| Synergy Financial Management, LLC | 78,680 | $4.72M | 0.60% | +66,848+565.0% | Added |
| Apollon Wealth Management, LLC | 78,675 | $4.72M | 0.10% | −18,489−19.0% | Reduced |
| Integrated Advisors Network LLC | 78,346 | $4.70M | 0.24% | +47,277+152.2% | Added |
| Fifth Third Bancorp | 78,321 | $4.70M | 0.02% | +5,764+7.9% | Added |
| Archford Capital Strategies, LLC | 78,301 | $4.70M | 0.69% | +78,301 | New |
| Jacobs Levy Equity Management, Inc | 78,046 | $4.68M | 0.02% | +70,573+944.4% | Added |
| Scotia Capital Inc. | 77,317 | $4.64M | 0.02% | −11,718−13.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 77,042 | $4.62M | 0.01% | +19,915+34.9% | Added |
| Highland Capital Management, LLC | 76,932 | $4.62M | 0.28% | +436+0.6% | Added |
| Sunbelt Securities, Inc. | 76,030 | $4.56M | 0.41% | −8,796−10.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 75,272 | $4.52M | 0.41% | −8,625−10.3% | Reduced |
| New Age Alpha Advisors, LLC | 74,925 | $4.50M | 0.20% | −111,730−59.9% | Reduced |
| Mayflower Financial Advisors, LLC | 74,870 | $4.49M | 0.68% | −570−0.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 74,751 | $4.49M | 0.17% | −404−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 74,420 | $4.47M | 0.03% | −1,300−1.7% | Reduced |
| EP Wealth Advisors, LLC | 74,214 | $4.45M | 0.04% | −6,101−7.6% | Reduced |
| Stock Yards Bank & Trust Co | 74,164 | $4.45M | 0.16% | −251−0.3% | Reduced |
| Fisher Asset Management, LLC | 74,058 | $4.45M | 0.00% | +2,183+3.0% | Added |
| Sagespring Wealth Partners, LLC | 73,795 | $4.43M | 0.11% | +14,687+24.8% | Added |
| Freestone Capital Holdings, LLC | 73,692 | $4.42M | 0.17% | +263+0.4% | Added |
| Parallax Volatility Advisers, L.P. | 73,086 | $4.39M | 0.14% | +73,079+1,043,985.7% | Added |
| Slagle Financial, LLC | 72,932 | $4.38M | 1.94% | +1,602+2.2% | Added |
| Principal Securities, Inc. | 83,203 | $4.35M | 0.10% | +69+0.1% | Added |
| Sigma Planning Corp | 71,965 | $4.32M | 0.14% | +4,152+6.1% | Added |
| LVW Advisors, LLC | 71,903 | $4.32M | 0.52% | +132+0.2% | Added |
| Sound View Wealth Advisors Group, LLC | 71,417 | $4.29M | 0.35% | −2,641−3.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 71,389 | $4.29M | 1.01% | −557−0.8% | Reduced |
| 3Chopt Investment Partners, LLC | 70,140 | $4.28M | 1.12% | +6,361+10.0% | Added |
| GLOBALT Investments LLC | 71,225 | $4.27M | 0.17% | +890+1.3% | Added |
| Dynamic Advisor Solutions LLC | 70,939 | $4.26M | 0.14% | −656−0.9% | Reduced |
| Cypress Capital Group | 70,126 | $4.21M | 0.55% | +4,910+7.5% | Added |
| Qsemble Capital Management, LP | 70,012 | $4.20M | 0.45% | +70,012 | New |
| Tower Research Capital LLC (TRC) | 69,873 | $4.19M | 0.12% | −41,671−37.4% | Reduced |
| Torray LLC | 69,779 | $4.19M | 0.62% | +725+1.0% | Added |
| HighPoint Advisor Group LLC | 71,043 | $4.18M | 0.24% | −2,212−3.0% | Reduced |
| Agf Management Ltd | 68,601 | $4.12M | 0.02% | −2,189−3.1% | Reduced |
| Founders Financial Alliance, LLC | 68,505 | $4.11M | 1.00% | +1,788+2.7% | Added |
| Oak Thistle LLC | 68,332 | $4.10M | 0.83% | +36,440+114.3% | Added |
| XTX Topco Ltd | 68,192 | $4.09M | 0.21% | +68,192 | New |
| Empirical Finance, LLC | 66,877 | $4.01M | 0.24% | +1,075+1.6% | Added |
| Regions Financial Corp | 66,434 | $3.99M | 0.03% | −1,010−1.5% | Reduced |
| Diversify Advisory Services, LLC | 67,626 | $3.97M | 0.25% | +3,582+5.6% | Added |
| Aviva PLC | 65,931 | $3.96M | 0.01% | −339−0.5% | Reduced |
| Bellecapital International Ltd. | 65,342 | $3.92M | 0.77% | +4,764+7.9% | Added |
| IHT Wealth Management, LLC | 64,924 | $3.90M | 0.12% | +17,585+37.1% | Added |
| National Asset Management, Inc. | 64,827 | $3.89M | 0.12% | +3,598+5.9% | Added |
| PFG Investments, LLC | 64,694 | $3.88M | 0.25% | +1,187+1.9% | Added |
| Verdence Capital Advisors LLC | 64,566 | $3.88M | 0.30% | −2,982−4.4% | Reduced |
| Bokf, NA | 63,832 | $3.83M | 0.07% | −1,965−3.0% | Reduced |
| Glenview Trust Co | 63,781 | $3.83M | 0.07% | −122−0.2% | Reduced |
| Citizens National Bank Trust Department | 63,636 | $3.82M | 0.82% | −450−0.7% | Reduced |
| KPP Advisory Services LLC | 63,542 | $3.81M | 0.72% | +969+1.5% | Added |
| DoubleLine ETF Adviser LP | 63,390 | $3.80M | 1.26% | −21,715−25.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 63,197 | $3.79M | 0.04% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 63,927 | $3.78M | 0.05% | 00.0% | Unchanged |
| Capital Square, LLC | 62,766 | $3.77M | 2.21% | −188−0.3% | Reduced |
| Kinloch Capital, LLC | 62,466 | $3.75M | 1.79% | +12,865+25.9% | Added |
| HBW Advisory Services LLC | 62,316 | $3.74M | 0.53% | +1,812+3.0% | Added |
| Texas Yale Capital Corp. | 61,973 | $3.72M | 0.15% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 61,794 | $3.71M | 0.01% | −220.0% | Reduced |
| Accurate Wealth Management, LLC | 65,284 | $3.70M | 0.71% | −1,957−2.9% | Reduced |
| Promethium Advisors,llc | 60,555 | $3.69M | 2.37% | +13,096+27.6% | Added |
| Contrarius Group Holdings Ltd | 61,383 | $3.68M | 0.25% | +10,132+19.8% | Added |
| Bridges Investment Management Inc | 61,342 | $3.68M | 0.05% | 00.0% | Unchanged |
| Alta Capital Management LLC | 61,049 | $3.66M | 0.24% | +3,833+6.7% | Added |
| Marcum Wealth, LLC | 60,852 | $3.65M | 0.32% | +89+0.1% | Added |
| Ridgepath Capital Management LLC | 59,768 | $3.59M | 1.73% | +1,159+2.0% | Added |
| Stratos Wealth Partners, LTD. | 58,849 | $3.53M | 0.05% | +48+0.1% | Added |
| Clearstead Advisors, LLC | 58,769 | $3.53M | 0.05% | +2,665+4.8% | Added |
| Haverford Trust Co | 58,815 | $3.53M | 0.04% | +2,625+4.7% | Added |