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 |
|---|---|---|---|---|---|
| McIntyre Freedman & Flynn Investment Advisers Inc | 58,794 | $3.53M | 2.60% | −96−0.2% | Reduced |
| Calamos Advisors LLC | 58,750 | $3.53M | 0.02% | −366,555−86.2% | Reduced |
| Pitcairn Co | 58,689 | $3.52M | 0.21% | +8,048+15.9% | Added |
| Hilltop Holdings Inc. | 58,636 | $3.52M | 0.22% | +3,768+6.9% | Added |
| FineMark National Bank & Trust | 58,540 | $3.51M | 0.13% | −2,865−4.7% | Reduced |
| Frank, Rimerman Advisors LLC | 58,500 | $3.51M | 0.28% | −8,831−13.1% | Reduced |
| Wealthspire Advisors, LLC | 58,333 | $3.50M | 0.02% | −4,259−6.8% | Reduced |
| Simplicity Wealth,LLC | 58,268 | $3.50M | 0.27% | +35,168+152.2% | Added |
| Dana Investment Advisors, Inc. | 58,103 | $3.49M | 0.12% | −70.0% | Reduced |
| Prosperitas Financial LLC | 58,058 | $3.48M | 1.80% | +1,120+2.0% | Added |
| United Capital Financial Advisers, LLC | 57,813 | $3.47M | 0.03% | −1,394−2.4% | Reduced |
| Argent Trust Co | 57,609 | $3.46M | 0.14% | +2,993+5.5% | Added |
| Csenge Advisory Group | 59,044 | $3.43M | 0.19% | +4,360+8.0% | Added |
| Krilogy Financial LLC | 56,898 | $3.42M | 0.22% | −252−0.4% | Reduced |
| WBI Investments | 56,853 | $3.41M | 0.90% | −7,652−11.9% | Reduced |
| Harbour Investments, Inc. | 56,734 | $3.41M | 0.10% | +6,194+12.3% | Added |
| Metis Global Partners, LLC | 56,697 | $3.40M | 0.10% | +9,098+19.1% | Added |
| Sciencast Management LP | 56,493 | $3.39M | 0.78% | +56,493 | New |
| Independent Solutions Wealth Management, LLC | 56,412 | $3.38M | 0.76% | −240.0% | Reduced |
| Vontobel Holding Ltd. | 56,135 | $3.37M | 0.01% | −7,840−12.3% | Reduced |
| FNY Investment Advisers, LLC | 56,100 | $3.37M | 2.06% | +9,100+19.4% | Added |
| Savant Capital, LLC | 55,606 | $3.34M | 0.03% | −48,501−46.6% | Reduced |
| Sapient Capital LLC | 53,756 | $3.28M | 0.06% | −1,547−2.8% | Reduced |
| Strategic Investment Advisors | 54,583 | $3.28M | 0.35% | −1,707−3.0% | Reduced |
| MONECO Advisors, LLC | 54,558 | $3.27M | 0.34% | +674+1.3% | Added |
| Mechanics Bank Trust Department | 54,305 | $3.26M | 0.44% | −4,063−7.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 54,171 | $3.25M | 0.06% | −1,284−2.3% | Reduced |
| Verus Capital Partners, LLC | 53,946 | $3.24M | 0.32% | −395−0.7% | Reduced |
| Cornerstone Wealth Management, LLC | 53,841 | $3.23M | 0.22% | +1,497+2.9% | Added |
| Belpointe Asset Management LLC | 53,573 | $3.22M | 0.17% | −8,687−14.0% | Reduced |
| Stokes Family Office, LLC | 53,195 | $3.19M | 0.36% | −12,941−19.6% | Reduced |
| Sage Advisors, LLC | 53,165 | $3.19M | 2.24% | +3,958+8.0% | Added |
| Independence Bank of Kentucky | 53,135 | $3.19M | 0.50% | −757−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 52,650 | $3.16M | 0.04% | +8,804+20.1% | Added |
| Buckingham Strategic Partners | 52,186 | $3.13M | 0.05% | −6,378−10.9% | Reduced |
| Pinnacle Associates Ltd | 52,006 | $3.12M | 0.05% | +3,122+6.4% | Added |
| Lowe Brockenbrough & Co Inc | 51,109 | $3.12M | 0.21% | −2,410−4.5% | Reduced |
| Verus Financial Partners, Inc. | 53,897 | $3.10M | 0.35% | −275−0.5% | Reduced |
| Baldwin Brothers Inc | 51,439 | $3.09M | 0.22% | −2,927−5.4% | Reduced |
| Perigon Wealth Management, LLC | 51,290 | $3.08M | 0.08% | −1,481−2.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 51,275 | $3.08M | 0.37% | −1,640−3.1% | Reduced |
| Cohen Klingenstein LLC | 51,203 | $3.07M | 0.11% | 00.0% | Unchanged |
| Capital International Sarl | 51,155 | $3.07M | 0.07% | +10,036+24.4% | Added |
| Leelyn Smith, LLC | 50,708 | $3.04M | 0.54% | −651−1.3% | Reduced |
| Boston Private Wealth LLC | 50,646 | $3.04M | 0.12% | +8,181+19.3% | Added |
| Allstate Corp | 50,599 | $3.04M | 0.09% | −362−0.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 50,378 | $3.02M | 0.39% | −143,500−74.0% | Reduced |
| Generali Asset Management SPA SGR | 50,322 | $3.02M | 0.07% | +2,069+4.3% | Added |
| Prime Capital Investment Advisors, LLC | 50,279 | $3.02M | 0.04% | +17,198+52.0% | Added |
| VELA Investment Management, LLC | 50,193 | $3.01M | 1.03% | +100+0.2% | Added |
| Asset Planning,Inc | 50,181 | $3.01M | 2.36% | −601−1.2% | Reduced |
| Steel Peak Wealth Management LLC | 49,157 | $3.00M | 0.13% | −113,402−69.8% | Reduced |
| Tounjian Advisory Partners, LLC | 49,598 | $2.98M | 0.56% | +49,598 | New |
| Silvercrest Asset Management Group LLC | 49,489 | $2.97M | 0.02% | +4,325+9.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 49,332 | $2.96M | 0.21% | −21,494−30.3% | Reduced |
| Parthenon LLC | 49,327 | $2.96M | 0.36% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 50,465 | $2.96M | 0.19% | +269+0.5% | Added |
| NewEdge Wealth, LLC | 49,144 | $2.95M | 0.05% | +629+1.3% | Added |
| Tokio Marine Asset Management Co Ltd | 49,107 | $2.95M | 0.11% | +2,139+4.6% | Added |
| Valley National Advisers Inc | 49,129 | $2.95M | 0.53% | −4,260−8.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 52,661 | $2.94M | 0.07% | +1,664+3.3% | Added |
| EFG Asset Management (Americas) Corp. | 48,825 | $2.93M | 0.59% | +946+2.0% | Added |
| Personal Cfo Solutions, LLC | 48,821 | $2.93M | 0.59% | +611+1.3% | Added |
| Peapack Gladstone Financial Corp | 48,752 | $2.93M | 0.04% | −10,662−17.9% | Reduced |
| Clark Estates Inc | 48,613 | $2.92M | 0.62% | −18,447−27.5% | Reduced |
| LGT Fund Management Co Ltd. | 48,337 | $2.90M | 0.26% | 00.0% | Unchanged |
| Range Financial Group LLC | 47,917 | $2.88M | 1.28% | +5,970+14.2% | Added |
| Investment Management Corp of Ontario | 47,896 | $2.87M | 0.06% | +400+0.8% | Added |
| Stonegate Investment Group, LLC | 47,886 | $2.87M | 0.08% | +782+1.7% | Added |
| We Are One Seven, LLC | 47,817 | $2.87M | 0.11% | +3,341+7.5% | Added |
| GWN Securities Inc. | 48,874 | $2.85M | 0.16% | +19,778+68.0% | Added |
| Benjamin Edwards Inc | 47,491 | $2.85M | 0.04% | −909−1.9% | Reduced |
| Quantessence Capital LLC | 47,400 | $2.84M | 0.71% | +38,856+454.8% | Added |
| Portfolio Design Labs, LLC | 47,387 | $2.84M | 0.59% | +47,387 | New |
| Farther Finance Advisors, LLC | 48,333 | $2.84M | 0.07% | +14,140+41.4% | Added |
| Element Capital Management LLC | 47,242 | $2.84M | 0.70% | +47,242 | New |
| Wealthcare Advisory Partners LLC | 46,821 | $2.81M | 0.08% | −544−1.1% | Reduced |
| Trust Co of Virginia | 46,633 | $2.80M | 0.26% | −1,162−2.4% | Reduced |
| Aua Capital Management, LLC | 46,409 | $2.79M | 1.81% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 46,287 | $2.78M | 0.24% | +4,421+10.6% | Added |
| Hunter Associates Investment Management LLC | 46,126 | $2.77M | 0.43% | −632−1.4% | Reduced |
| HM Payson & Co | 46,122 | $2.77M | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 46,080 | $2.77M | 0.14% | +1,173+2.6% | Added |
| Capital Investment Advisory Services, LLC | 45,973 | $2.76M | 0.25% | +566+1.2% | Added |
| NBT Bank N A | 45,934 | $2.76M | 0.20% | +846+1.9% | Added |
| Formidable Asset Management, LLC | 45,886 | $2.75M | 0.46% | −5,862−11.3% | Reduced |
| Hartford Financial Management Inc. | 45,639 | $2.74M | 0.57% | −30.0% | Reduced |
| Pensionmark Financial Group, LLC | 45,562 | $2.73M | 0.07% | +8,939+24.4% | Added |
| Squarepoint Ops LLC | 45,512 | $2.73M | 0.01% | −26−0.1% | Reduced |
| Edgar Lomax Co | 45,340 | $2.72M | 0.17% | 00.0% | Unchanged |
| Ceera Investments, LLC | 45,258 | $2.72M | 0.94% | 00.0% | Unchanged |
| CFC Planning Co LLC | 45,070 | $2.71M | 2.96% | +5,831+14.9% | Added |
| Financial Partners Group, LLC | 44,478 | $2.67M | 1.16% | −5,490−11.0% | Reduced |
| Bollard Group LLC | 44,002 | $2.64M | 0.07% | −3,759−7.9% | Reduced |
| Resources Investment Advisors, LLC. | 43,769 | $2.63M | 0.03% | −9,949−18.5% | Reduced |
| Waters Parkerson & Co., LLC | 43,707 | $2.62M | 0.14% | −142−0.3% | Reduced |
| Paradigm Financial Partners, LLC | 43,133 | $2.59M | 0.32% | −2,797−6.1% | Reduced |
| Coldstream Capital Management Inc | 43,028 | $2.58M | 0.06% | +964+2.3% | Added |
| Buckhead Capital Management LLC | 42,954 | $2.58M | 0.83% | −720−1.6% | Reduced |
| Segall Bryant & Hamill, LLC | 42,763 | $2.57M | 0.04% | 00.0% | Unchanged |