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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Lee Danner & Bass Inc | 23,415 | $1.41M | 0.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 23,398 | $1.40M | 0.07% | −202−0.9% | Reduced |
| Groupama Asset Managment | 24,111 | $1.40M | 0.03% | −35,597−59.6% | Reduced |
| Modera Wealth Management, LLC | 23,332 | $1.40M | 0.02% | +1,084+4.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,300 | $1.40M | 0.00% | +15,100+184.1% | Added |
| First Horizon Advisors, Inc. | 23,143 | $1.39M | 0.04% | +1,042+4.7% | Added |
| Rothschild Investment LLC | 22,962 | $1.38M | 0.09% | −109−0.5% | Reduced |
| Integrity Alliance, LLC. | 22,907 | $1.37M | 0.05% | +15,457+207.5% | Added |
| Rehmann Capital Advisory Group | 22,824 | $1.37M | 0.09% | −3,072−11.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 22,774 | $1.37M | 0.63% | +1,067+4.9% | Added |
| Waratah Capital Advisors Ltd. | 22,737 | $1.36M | 0.09% | +22,737 | New |
| Leavell Investment Management, Inc. | 22,223 | $1.36M | 0.07% | −1,278−5.4% | Reduced |
| Smartleaf Asset Management LLC | 23,176 | $1.35M | 0.13% | −912−3.8% | Reduced |
| Terry L. Blaker | 22,367 | $1.34M | 0.05% | −5,616−20.1% | Reduced |
| Fiduciary Trust Co | 22,318 | $1.34M | 0.02% | −570−2.5% | Reduced |
| LMCG Investments, LLC | 22,247 | $1.34M | 0.09% | +4,933+28.5% | Added |
| One Capital Management, LLC | 22,240 | $1.33M | 0.05% | 00.0% | Unchanged |
| Leisure Capital Management | 22,207 | $1.33M | 0.55% | +85+0.4% | Added |
| Aprio Wealth Management, LLC | 22,149 | $1.33M | 0.17% | +5,782+35.3% | Added |
| Exeter Financial, LLC | 21,991 | $1.32M | 0.59% | +611+2.9% | Added |
| Burke & Herbert Bank & Trust Co | 21,968 | $1.32M | 0.32% | −342−1.5% | Reduced |
| Valicenti Advisory Services Inc | 21,933 | $1.32M | 0.34% | −13,973−38.9% | Reduced |
| FRG Family Wealth Advisors LLC | 21,867 | $1.31M | 0.25% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 21,905 | $1.31M | 0.65% | +2,915+15.4% | Added |
| Schonfeld Strategic Advisors LLC | 21,780 | $1.31M | 0.01% | −5,500−20.2% | Reduced |
| KLCM Advisors, Inc. | 21,778 | $1.31M | 0.15% | +2,680+14.0% | Added |
| Semmax Financial Advisors Inc. | 21,981 | $1.31M | 0.35% | +427+2.0% | Added |
| Center For Asset Management LLC | 21,712 | $1.30M | 0.80% | +28+0.1% | Added |
| Crestwood Advisors Group LLC | 21,627 | $1.30M | 0.02% | +655+3.1% | Added |
| Qtron Investments LLC | 21,601 | $1.30M | 0.19% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 21,450 | $1.29M | 0.47% | +3,942+22.5% | Added |
| First Foundation Advisors | 21,440 | $1.29M | 0.05% | −2,292−9.7% | Reduced |
| Arete Wealth Advisors, LLC | 21,423 | $1.29M | 0.10% | +602+2.9% | Added |
| Morningstar Investment Management LLC | 21,310 | $1.28M | 0.11% | −1,031−4.6% | Reduced |
| Federated Hermes, Inc. | 21,255 | $1.28M | 0.00% | −3,351−13.6% | Reduced |
| HCR Wealth Advisors | 21,254 | $1.28M | 0.17% | +26+0.1% | Added |
| Chelsea Counsel Co | 20,835 | $1.27M | 0.69% | +375+1.8% | Added |
| ICW Investment Advisors LLC | 21,157 | $1.27M | 0.52% | −48−0.2% | Reduced |
| Atlas Capital Advisors LLC | 21,143 | $1.27M | 0.16% | −882−4.0% | Reduced |
| Fortis Group Advisors, LLC | 21,137 | $1.27M | 0.25% | +11,135+111.3% | Added |
| Quilter Plc | 21,118 | $1.27M | 0.03% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 21,063 | $1.26M | 0.76% | 00.0% | Unchanged |
| Dodge & Cox | 21,000 | $1.26M | 0.00% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 20,906 | $1.25M | 0.47% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 20,863 | $1.25M | 0.18% | +132+0.6% | Added |
| Private Wealth Asset Management, LLC | 20,865 | $1.25M | 0.18% | +20,865 | New |
| AdvisorNet Financial, Inc | 20,863 | $1.25M | 0.09% | +850+4.2% | Added |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.25M | 0.31% | 00.0% | Unchanged |
| Forum Financial Management, LP | 20,807 | $1.25M | 0.02% | −739−3.4% | Reduced |
| Beacon Financial Advisory LLC | 20,772 | $1.25M | 0.38% | +40+0.2% | Added |
| Cornerstone Select Advisors, LLC | 20,759 | $1.25M | 1.18% | +3,254+18.6% | Added |
| Spreng Capital Management, Inc. | 20,746 | $1.25M | 0.56% | +677+3.4% | Added |
| SRS Capital Advisors, Inc. | 20,465 | $1.23M | 0.08% | +11,807+136.4% | Added |
| X-Square Capital, LLC | 20,455 | $1.23M | 0.53% | +1,836+9.9% | Added |
| Atomi Financial Group, Inc. | 20,425 | $1.23M | 0.06% | +2,874+16.4% | Added |
| Hexagon Capital Partners LLC | 20,419 | $1.23M | 0.23% | −371−1.8% | Reduced |
| Sumitomo Life Insurance Co | 20,418 | $1.23M | 0.04% | −21−0.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 20,412 | $1.23M | 0.11% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 20,316 | $1.22M | 0.32% | +938+4.8% | Added |
| Park National Corp | 20,260 | $1.22M | 0.04% | −780−3.7% | Reduced |
| Intrust Bank NA | 20,203 | $1.21M | 0.12% | +1,581+8.5% | Added |
| Charter Research & Investment Group, Inc. | 20,192 | $1.21M | 0.93% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20,036 | $1.20M | 0.29% | −2,764−12.1% | Reduced |
| First Nebraska Trust Co | 20,011 | $1.20M | 0.12% | 00.0% | Unchanged |
| Welch & Forbes LLC | 19,927 | $1.20M | 0.02% | −2,535−11.3% | Reduced |
| Diversified Trust Co | 19,921 | $1.20M | 0.03% | −31,935−61.6% | Reduced |
| WealthCare Investment Partners, LLC | 20,736 | $1.20M | 0.51% | +823+4.1% | Added |
| Mainstay Capital Management LLC | 19,905 | $1.19M | 0.16% | +65+0.3% | Added |
| Smith, Moore & Co. | 19,778 | $1.19M | 0.11% | +675+3.5% | Added |
| Fulton Bank, N.A. | 19,658 | $1.18M | 0.05% | −2,938−13.0% | Reduced |
| Ballentine Partners, LLC | 19,515 | $1.17M | 0.02% | −1,901−8.9% | Reduced |
| Ellsworth Advisors, LLC | 19,463 | $1.17M | 0.31% | +2,277+13.2% | Added |
| Close Asset Management Ltd | 19,443 | $1.17M | 0.03% | −2,675−12.1% | Reduced |
| Financial Counselors Inc | 19,422 | $1.17M | 0.02% | −437−2.2% | Reduced |
| Sonora Investment Management Group, LLC | 19,367 | $1.16M | 0.09% | +1,155+6.3% | Added |
| Fifth Third Wealth Advisors LLC | 19,239 | $1.15M | 0.06% | −181−0.9% | Reduced |
| Michels Family Financial, LLC | 19,210 | $1.15M | 1.04% | +415+2.2% | Added |
| Boothbay Fund Management, LLC | 19,148 | $1.15M | 0.04% | +7,196+60.2% | Added |
| R.m.sincerbeaux Capital Management LLC | 19,132 | $1.15M | 0.68% | +1,200+6.7% | Added |
| PBMares Wealth Management LLC | 19,123 | $1.15M | 0.23% | +7,908+70.5% | Added |
| Westmount Partners, LLC | 19,123 | $1.15M | 0.35% | +25+0.1% | Added |
| Mork Capital Management, LLC | 19,100 | $1.15M | 0.90% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 19,080 | $1.15M | 0.89% | +189+1.0% | Added |
| Winnow Wealth LLC | 19,001 | $1.14M | 1.05% | +1,068+6.0% | Added |
| Ashton Thomas Securities, LLC | 18,949 | $1.14M | 0.32% | +14,644+340.2% | Added |
| Burns J W & Co Inc | 18,946 | $1.14M | 0.15% | −1,210−6.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 19,012 | $1.13M | 0.10% | −3,525−15.6% | Reduced |
| Lazari Capital Management, Inc. | 18,809 | $1.13M | 0.46% | −62−0.3% | Reduced |
| Legacy Private Trust Co. | 18,787 | $1.13M | 0.08% | +18,787 | New |
| Capital Advisors Inc | 18,754 | $1.13M | 0.02% | +518+2.8% | Added |
| IFG Advisory, LLC | 18,698 | $1.12M | 0.06% | +2,506+15.5% | Added |
| BancorpSouth Bank | 18,678 | $1.12M | 0.08% | −12−0.1% | Reduced |
| Franklin Street Advisors Inc | 18,669 | $1.12M | 0.08% | −150−0.8% | Reduced |
| Annex Advisory Services, LLC | 18,653 | $1.12M | 0.03% | −247−1.3% | Reduced |
| Cidel Asset Management Inc | 18,637 | $1.12M | 0.07% | −1,113−5.6% | Reduced |
| Zhang Financial LLC | 18,483 | $1.11M | 0.06% | −234−1.3% | Reduced |
| Koss-Olinger Consulting, LLC | 18,425 | $1.11M | 0.09% | +18,425 | New |
| Excalibur Management Corp | 18,412 | $1.11M | 0.43% | −1,495−7.5% | Reduced |
| Westpac Banking Corp | 18,386 | $1.10M | 0.08% | −22,979−55.6% | Reduced |
| Perpetual Ltd | 18,386 | $1.10M | 0.01% | −22,979−55.6% | Reduced |