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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 31,804 | $1.91M | 1.55% | +908+2.9% | Added |
| Cullinan Associates Inc | 31,427 | $1.89M | 0.13% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 30,978 | $1.86M | 1.90% | +1,260+4.2% | Added |
| Focused Wealth Management, Inc | 30,968 | $1.86M | 0.25% | +335+1.1% | Added |
| Brandywine Trust Co | 30,814 | $1.85M | 0.29% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 30,752 | $1.85M | 0.47% | −1,636−5.1% | Reduced |
| Horizon Investments, LLC | 30,695 | $1.84M | 0.05% | +1,085+3.7% | Added |
| Botty Investors LLC | 30,117 | $1.84M | 0.60% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 30,000 | $1.83M | 0.49% | +30,000 | New |
| Griffin Asset Management, Inc. | 30,485 | $1.83M | 0.22% | +4,455+17.1% | Added |
| HF Advisory Group, LLC | 30,333 | $1.82M | 0.80% | +1,847+6.5% | Added |
| CMG Global Holdings, LLC | 30,884 | $1.81M | 1.18% | −4,465−12.6% | Reduced |
| Harbor Capital Advisors, Inc. | 30,194 | $1.81M | 0.08% | +3,941+15.0% | Added |
| Lynch & Associates | 30,147 | $1.81M | 0.39% | −1,280−4.1% | Reduced |
| MUFG Securities Americas Inc. | 30,000 | $1.80M | 0.21% | +4,982+19.9% | Added |
| Marino, Stram & Associates LLC | 29,922 | $1.80M | 0.40% | +49+0.2% | Added |
| Shell Asset Management Co | 29,524 | $1.77M | 0.08% | −1,011−3.3% | Reduced |
| SG Americas Securities, LLC | 29,473 | $1.77M | 0.01% | −12,043−29.0% | Reduced |
| Western Wealth Management, LLC | 29,465 | $1.77M | 0.12% | −17−0.1% | Reduced |
| Bradley Foster & Sargent Inc | 29,397 | $1.76M | 0.03% | −2,138−6.8% | Reduced |
| Collar Capital Management, LLC | 29,368 | $1.76M | 1.60% | +562+2.0% | Added |
| OmniStar Financial Group, Inc. | 29,203 | $1.75M | 1.38% | −2,355−7.5% | Reduced |
| Atom Investors LP | 29,152 | $1.75M | 0.22% | +21+0.1% | Added |
| Heritage Investors Management Corp | 29,135 | $1.75M | 0.06% | −16,097−35.6% | Reduced |
| Spire Wealth Management | 29,056 | $1.74M | 0.06% | +239+0.8% | Added |
| TCG Advisory Services, LLC | 28,944 | $1.74M | 0.07% | +8,434+41.1% | Added |
| Stratos Wealth Advisors, LLC | 28,929 | $1.74M | 0.09% | +1,470+5.4% | Added |
| Daymark Wealth Partners, LLC | 28,839 | $1.73M | 0.07% | −1,271−4.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 28,768 | $1.73M | 0.03% | −1,232−4.1% | Reduced |
| Two Sigma Investments, LP | 28,700 | $1.72M | 0.00% | −131,249−82.1% | Reduced |
| International Assets Investment Management, LLC | 104,514 | $1.72M | 0.15% | −162−0.2% | Reduced |
| RoundAngle Advisors LLC | 28,651 | $1.72M | 1.58% | +2,601+10.0% | Added |
| Keudell/Morrison Wealth Management | 28,539 | $1.71M | 0.40% | +1,801+6.7% | Added |
| Larson Financial Group LLC | 28,341 | $1.70M | 0.08% | +6,259+28.3% | Added |
| Cornercap Investment Counsel Inc | 28,301 | $1.70M | 0.89% | −368−1.3% | Reduced |
| Silverlake Wealth Management LLC | 28,161 | $1.69M | 0.65% | −15−0.1% | Reduced |
| Caldwell Trust Co | 27,978 | $1.68M | 0.18% | −2,052−6.8% | Reduced |
| Applied Capital LLC | 27,953 | $1.68M | 1.35% | −59−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 27,952 | $1.68M | 0.10% | −2,478−8.1% | Reduced |
| GoalVest Advisory LLC | 27,919 | $1.68M | 0.46% | +2,480+9.7% | Added |
| Delta Financial Group, Inc. | 28,926 | $1.67M | 0.38% | +106+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 27,772 | $1.67M | 0.22% | −3,787−12.0% | Reduced |
| Ieq Capital, LLC | 27,750 | $1.67M | 0.01% | −19,847−41.7% | Reduced |
| Legacy Advisors, LLC | 27,721 | $1.66M | 0.18% | +17,115+161.4% | Added |
| CSS LLC | 27,420 | $1.65M | 0.11% | −2,580−8.6% | Reduced |
| Citizens Financial Group Inc | 27,344 | $1.64M | 0.03% | +8,955+48.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,317 | $1.64M | 0.02% | 00.0% | Unchanged |
| Madden Securities Corp | 27,284 | $1.64M | 0.64% | +128+0.5% | Added |
| Precedent Wealth Partners, LLC | 27,272 | $1.64M | 0.45% | +4,302+18.7% | Added |
| Aviance Capital Partners, LLC | 27,190 | $1.63M | 0.23% | −431−1.6% | Reduced |
| First City Capital Management, Inc. | 27,172 | $1.63M | 0.98% | −2,264−7.7% | Reduced |
| Means Investment Co., Inc. | 27,153 | $1.63M | 0.17% | −2,348−8.0% | Reduced |
| Delta Capital Management LLC | 27,130 | $1.63M | 0.94% | −330−1.2% | Reduced |
| Hohimer Wealth Management, LLC | 27,121 | $1.63M | 0.32% | +103+0.4% | Added |
| Moneta Group Investment Advisors LLC | 27,001 | $1.62M | 0.02% | −295−1.1% | Reduced |
| Corps Capital Advisors, LLC | 26,875 | $1.61M | 1.70% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 26,684 | $1.60M | 0.14% | −1,384−4.9% | Reduced |
| HBK Sorce Advisory LLC | 26,639 | $1.60M | 0.05% | +1,620+6.5% | Added |
| Left Brain Wealth Management, LLC | 26,539 | $1.59M | 0.70% | +497+1.9% | Added |
| F/M Investments LLC | 26,516 | $1.59M | 0.06% | −1,175−4.2% | Reduced |
| Focus Financial Network, Inc. | 26,476 | $1.59M | 0.06% | +420+1.6% | Added |
| American Century Companies Inc | 26,410 | $1.59M | 0.00% | −282−1.1% | Reduced |
| Brady Martz Wealth Solutions, LLC | 26,409 | $1.59M | 0.36% | −274−1.0% | Reduced |
| Taylor Hoffman Capital Management LLC | 26,944 | $1.58M | 0.59% | +132+0.5% | Added |
| Jacobi Capital Management LLC | 26,335 | $1.58M | 0.12% | +168+0.6% | Added |
| Radnor Capital Management, LLC | 26,196 | $1.57M | 0.26% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 26,137 | $1.57M | 0.07% | +1,378+5.6% | Added |
| Rossmore Private Capital | 26,070 | $1.56M | 0.19% | +6,266+31.6% | Added |
| Quadrant Capital Group LLC | 26,067 | $1.56M | 0.06% | +13,296+104.1% | Added |
| Vista Investment Partners LLC | 26,063 | $1.56M | 0.48% | −297−1.1% | Reduced |
| Narwhal Capital Management | 26,045 | $1.56M | 0.14% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 27,173 | $1.56M | 0.93% | −78,986−74.4% | Reduced |
| Cascade Investment Group, Inc. | 25,934 | $1.56M | 1.20% | 00.0% | Unchanged |
| Ignite Planners, LLC | 26,192 | $1.55M | 0.30% | +1,326+5.3% | Added |
| Keynote Financial Services LLC | 25,727 | $1.54M | 1.10% | −100.0% | Reduced |
| United Advisor Group, LLC | 25,506 | $1.53M | 0.31% | −1,233−4.6% | Reduced |
| RIA Advisory Group LLC | 25,321 | $1.52M | 0.49% | +11,629+84.9% | Added |
| Wedgewood Investors Inc | 25,260 | $1.52M | 1.80% | 00.0% | Unchanged |
| Logan Capital Management Inc | 25,219 | $1.51M | 0.07% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 25,175 | $1.51M | 0.16% | +871+3.6% | Added |
| Donoghue Forlines LLC | 25,172 | $1.51M | 0.48% | −3,496−12.2% | Reduced |
| CenterBook Partners LP | 25,078 | $1.51M | 0.10% | −4,893−16.3% | Reduced |
| Norden Group LLC | 25,020 | $1.50M | 0.17% | −6,574−20.8% | Reduced |
| Viewpoint Capital Management LLC | 24,739 | $1.48M | 0.80% | +1,458+6.3% | Added |
| Crawford Investment Counsel Inc | 24,621 | $1.48M | 0.03% | +2,452+11.1% | Added |
| Sharpepoint LLC | 25,071 | $1.47M | 1.29% | +4,913+24.4% | Added |
| Moody National Bank Trust Division | 24,474 | $1.47M | 0.15% | +876+3.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,426 | $1.47M | 0.01% | −145,620−85.6% | Reduced |
| Ethos Financial Group, LLC | 24,671 | $1.46M | 0.14% | +21,526+684.5% | Added |
| Redhawk Wealth Advisors, Inc. | 24,203 | $1.45M | 0.20% | +4,876+25.2% | Added |
| Certified Advisory Corp | 23,937 | $1.44M | 0.16% | −360−1.5% | Reduced |
| Kovack Advisors, Inc. | 23,887 | $1.43M | 0.15% | +663+2.9% | Added |
| Jump Financial, LLC | 23,865 | $1.43M | 0.02% | +15,993+203.2% | Added |
| Wealth Alliance Advisory Group, LLC | 23,823 | $1.43M | 0.30% | −175−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 23,984 | $1.43M | 0.00% | −3,522−12.8% | Reduced |
| Trust Co of Toledo NA | 23,753 | $1.43M | 0.19% | +6,532+37.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 23,732 | $1.42M | 0.29% | +70+0.3% | Added |
| Traynor Capital Management, Inc. | 23,648 | $1.42M | 0.12% | +1,059+4.7% | Added |
| Profund Advisors LLC | 23,531 | $1.41M | 0.06% | +2,916+14.1% | Added |
| VeraBank, N.A. | 23,473 | $1.41M | 0.39% | +17+0.1% | Added |