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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 42,735 | $2.56M | 0.02% | +2,791+7.0% | Added |
| Fortune Financial Advisors, LLC | 42,628 | $2.56M | 2.21% | +1,280+3.1% | Added |
| Ashton Thomas Private Wealth, LLC | 41,918 | $2.56M | 0.10% | −3,296−7.3% | Reduced |
| Deltec Asset Management LLC | 42,608 | $2.56M | 0.55% | −1,008−2.3% | Reduced |
| Meeder Advisory Services, Inc. | 42,494 | $2.55M | 0.15% | +5,200+13.9% | Added |
| Parallel Advisors, LLC | 42,367 | $2.54M | 0.06% | −3,285−7.2% | Reduced |
| Simmons Bank | 42,335 | $2.54M | 0.19% | −1,836−4.2% | Reduced |
| Cornerstone Advisors, LLC | 42,100 | $2.53M | 0.11% | −41,000−49.3% | Reduced |
| Icon Wealth Advisors, LLC | 42,072 | $2.53M | 0.21% | +7,227+20.7% | Added |
| Hayek Kallen Investment Management | 42,062 | $2.52M | 0.93% | −27−0.1% | Reduced |
| Cherokee Insurance Co | 41,839 | $2.51M | 1.11% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 41,784 | $2.51M | 0.07% | −532−1.3% | Reduced |
| SeaCrest Wealth Management, LLC | 41,630 | $2.50M | 0.28% | −9,061−17.9% | Reduced |
| Associated Banc-Corp | 41,567 | $2.49M | 0.08% | −5,866−12.4% | Reduced |
| Trust Co of Vermont | 41,480 | $2.49M | 0.12% | −1,802−4.2% | Reduced |
| Geneos Wealth Management Inc. | 40,994 | $2.46M | 0.08% | +6,441+18.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 40,960 | $2.46M | 0.94% | +1,086+2.7% | Added |
| Howard Capital Management Group, LLC | 40,944 | $2.46M | 0.19% | −240−0.6% | Reduced |
| Private Trust Co NA | 40,776 | $2.45M | 0.25% | −1,685−4.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 40,567 | $2.43M | 0.56% | +4,666+13.0% | Added |
| Ameritas Advisory Services, LLC | 42,907 | $2.43M | 0.10% | −391−0.9% | Reduced |
| Ausdal Financial Partners, Inc. | 40,405 | $2.43M | 0.18% | +2,952+7.9% | Added |
| Pine Valley Investments Ltd Liability Co | 39,912 | $2.41M | 0.16% | −6,476−14.0% | Reduced |
| Cary Street Partners Financial LLC | 40,059 | $2.40M | 0.08% | −724−1.8% | Reduced |
| Alley Investment Management Company, LLC | 39,966 | $2.40M | 0.30% | −2,193−5.2% | Reduced |
| Amica Mutual Insurance Co | 39,899 | $2.40M | 0.26% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 39,887 | $2.39M | 0.19% | +50+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 39,869 | $2.39M | 0.08% | +3,464+9.5% | Added |
| Welch Group, LLC | 40,993 | $2.38M | 0.10% | −95−0.2% | Reduced |
| IFP Advisors, Inc | 39,624 | $2.38M | 0.07% | +6,897+21.1% | Added |
| GM Advisory Group, Inc. | 39,509 | $2.37M | 0.13% | +39+0.1% | Added |
| Stolper Co | 39,383 | $2.36M | 0.78% | +125+0.3% | Added |
| Optimist Retirement Group LLC | 39,057 | $2.34M | 1.17% | −1,396−3.5% | Reduced |
| Disciplined Equity Management, Inc. | 38,995 | $2.34M | 1.63% | −3,940−9.2% | Reduced |
| United Services Automobile Association | 40,006 | $2.33M | 0.07% | −1,278,320−97.0% | Reduced |
| KC Investment Advisors, LLC | 38,620 | $2.32M | 0.51% | +20,781+116.5% | Added |
| Bahl & Gaynor Inc | 38,546 | $2.31M | 0.01% | +40.0% | Added |
| GTS Securities LLC | 38,530 | $2.31M | 0.10% | +21,501+126.3% | Added |
| Essex Financial Services, Inc. | 38,344 | $2.30M | 0.17% | +2,690+7.5% | Added |
| Wesbanco Bank Inc | 38,279 | $2.30M | 0.08% | −312−0.8% | Reduced |
| ProVise Management Group, LLC | 37,897 | $2.27M | 0.19% | +160+0.4% | Added |
| Axxcess Wealth Management, LLC | 37,879 | $2.27M | 0.06% | −4,266−10.1% | Reduced |
| Summit Financial, LLC | 37,856 | $2.27M | 0.06% | +363+1.0% | Added |
| TCW Group Inc | 37,809 | $2.27M | 0.02% | +1,349+3.7% | Added |
| Independent Financial Group, LLC | 37,750 | $2.27M | 0.08% | +873+2.4% | Added |
| South State Corp. | 37,279 | $2.24M | 0.10% | −2,871−7.2% | Reduced |
| WSFS Capital Management, LLC | 37,171 | $2.23M | 0.13% | −4,272−10.3% | Reduced |
| XML Financial, LLC | 37,074 | $2.23M | 0.21% | −296−0.8% | Reduced |
| Next Level Private LLC | 37,038 | $2.22M | 0.83% | +275+0.7% | Added |
| Ostrum Asset Management | 37,006 | $2.22M | 0.12% | −9,903−21.1% | Reduced |
| Measured Risk Portfolios, Inc. | 36,767 | $2.21M | 2.37% | −4,318−10.5% | Reduced |
| Burford Brothers, Inc. | 36,686 | $2.20M | 1.07% | −265−0.7% | Reduced |
| RKL Wealth Management LLC | 36,523 | $2.19M | 0.21% | −14,914−29.0% | Reduced |
| Evergreen Capital Management LLC | 35,886 | $2.19M | 0.07% | −26−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,482 | $2.19M | 0.02% | +1,528+4.4% | Added |
| Northeast Financial Consultants Inc | 36,287 | $2.18M | 0.10% | 00.0% | Unchanged |
| RK Capital Management, LLC | 36,200 | $2.17M | 2.06% | +36,200 | New |
| Redwood Investment Management, LLC | 36,167 | $2.17M | 0.24% | −30,109−45.4% | Reduced |
| Investors Asset Management of Georgia Inc | 36,095 | $2.17M | 1.10% | −216−0.6% | Reduced |
| Doliver Advisors, LP | 36,093 | $2.17M | 0.61% | −131−0.4% | Reduced |
| GAMMA Investing LLC | 36,028 | $2.16M | 0.16% | +5,440+17.8% | Added |
| Brighton Jones LLC | 35,981 | $2.16M | 0.07% | +18,279+103.3% | Added |
| Sepio Capital, LP | 35,855 | $2.15M | 0.17% | −6,575−15.5% | Reduced |
| Ethic Inc. | 36,520 | $2.15M | 0.04% | +5,888+19.2% | Added |
| StoneX Group Inc. | 35,446 | $2.15M | 0.12% | −4,129−10.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 35,686 | $2.14M | 0.33% | −3,371−8.6% | Reduced |
| Koshinski Asset Management, Inc. | 35,680 | $2.14M | 0.18% | +1,134+3.3% | Added |
| Whitener Capital Management, Inc. | 35,502 | $2.13M | 0.60% | +479+1.4% | Added |
| Ellenbecker Investment Group | 35,471 | $2.13M | 0.38% | +35+0.1% | Added |
| Central Pacific Bank - Trust Division | 35,419 | $2.13M | 0.29% | +866+2.5% | Added |
| Green Square Capital Advisors LLC | 35,168 | $2.11M | 0.32% | −767−2.1% | Reduced |
| Wedbush Securities Inc | 35,157 | $2.11M | 0.08% | −956−2.6% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 34,910 | $2.10M | 1.12% | −989−2.8% | Reduced |
| Bluefin Capital Management, LLC | 34,674 | $2.08M | 1.67% | +34,674 | New |
| Weinberger Asset Management, Inc | 34,658 | $2.08M | 0.89% | −1,205−3.4% | Reduced |
| Bleakley Financial Group, LLC | 34,626 | $2.08M | 0.07% | −3,735−9.7% | Reduced |
| Berkeley Capital Partners, LLC | 34,438 | $2.07M | 0.57% | +9,163+36.3% | Added |
| Bessemer Group Inc | 34,410 | $2.07M | 0.00% | −30,239−46.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 34,244 | $2.06M | 0.27% | +100+0.3% | Added |
| Washington Trust Bank | 34,168 | $2.05M | 0.21% | −1,398−3.9% | Reduced |
| one8zero8, LLC | 34,104 | $2.05M | 0.48% | +1,935+6.0% | Added |
| Moloney Securities Asset Management, LLC | 33,908 | $2.04M | 0.28% | +263+0.8% | Added |
| Signaturefd, LLC | 33,860 | $2.03M | 0.04% | +1,616+5.0% | Added |
| WP Advisors, LLC | 33,749 | $2.03M | 0.67% | +1,327+4.1% | Added |
| Berkshire Asset Management LLC | 33,181 | $2.00M | 0.10% | +7,338+28.4% | Added |
| Thrive Capital Management, LLC | 33,337 | $2.00M | 1.20% | −13,918−29.5% | Reduced |
| Bogart Wealth, LLC | 33,184 | $1.99M | 0.09% | +574+1.8% | Added |
| North Star Asset Management Inc | 33,152 | $1.99M | 0.09% | +5,802+21.2% | Added |
| RFG Advisory, LLC | 33,088 | $1.99M | 0.05% | +16,630+101.0% | Added |
| Pure Financial Advisors, Inc. | 33,082 | $1.99M | 0.04% | −2,772−7.7% | Reduced |
| Salem Investment Counselors Inc | 32,165 | $1.96M | 0.07% | −243−0.7% | Reduced |
| Castlekeep Investment Advisors LLC | 32,636 | $1.96M | 1.01% | −372−1.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 32,461 | $1.95M | 0.39% | −427−1.3% | Reduced |
| SageView Advisory Group, LLC | 32,394 | $1.94M | 0.08% | −611−1.9% | Reduced |
| Shoker Investment Counsel, Inc. | 32,332 | $1.94M | 0.66% | +2,341+7.8% | Added |
| Exencial Wealth Advisors, LLC | 32,250 | $1.94M | 0.07% | +2,984+10.2% | Added |
| King Luther Capital Management Corp | 32,072 | $1.92M | 0.01% | −300−0.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,031 | $1.92M | 0.07% | −181−0.6% | Reduced |
| Plan Group Financial, LLC | 31,938 | $1.92M | 0.68% | +8,502+36.3% | Added |
| Kavar Capital Partners Group, LLC | 31,935 | $1.92M | 0.32% | 00.0% | Unchanged |