13F

Stock

Altria Group, Inc.

MO · held by 24 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$668.8M

Holders

24

+1 new · −0 exited

Holders’ est. mark

$70M

Price effect on 15 books still in the name

Largest holder

$350.3M

BARCLAYS PLC

Holder count by quarter

Q1 2014Q2 2014Q3 2014Q4 2014Q1 2015Q2 2015Q3 2015Q4 2015Q1 2016Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q1 2018Q2 2018Q3 2018Q4 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC5.84M$350.3M$33.8MAdded$121.8M
Swiss Life Asset Management Ltd4.61M$276.9M$35.7MAdded$33.5M
Sanctuary Advisors, LLC446.8K$26.8M—Held
Savant Capital, LLC55.6K$3.34M—Held
Pine Valley Investments Ltd Liability Co39.9K$2.41M—Held
INDEPENDENT FINANCIAL GROUP, LLC37.8K$2.27M—Held
ELEVATION POINT WEALTH PARTNERS, LLC26.7K$1.6M$206.3KAdded$133.9K
DGS Capital Management, LLC20.3K$1.22M—Held
VIRTUS ADVISERS, LLC11.5K$688.4K—Held
Leonteq Securities AG9.59K$574.9K$73.6KCut−$461.7K
Evelyn Partners Investment Management LLP9.11K$546.9K$70.4KAdded$70.4K
HOWARD BAILEY SECURITIES, LLC7.78K$466.8K—Held
Severin Investments, LLC7.11K$426.9K$52.9KAdded$69.2K
Marex Group plc4.71K$282.8K$33.7KAdded$54.5K
Maxele Advisors, LLC4.5K$270.2K$34.8KAdded$34.8K
Medallion Wealth Advisors, LLC3.71K$218.7K$19.9KAdded$7.74K
Aventura Private Wealth, LLC2.57K$154K$19.8KAdded$19.8K
Clark Wealth Partners2.09K$125.2K$665Added$120.7K
Nalls Sherbakoff Group, LLC1.48K$88.5K—Held
Evelyn Partners Investment Management (Europe) Ltd678$40.7K$5.24KAdded$5.24K
DANSKE BANK A/S600$36K—New
Prestige Wealth Management Group LLC374$22.8K$2.89KAdded$2.89K
Catherine Avery Investment Management LLC190$11.4K$1.47KAdded$1.47K
CHESAPEAKE ASSET MANAGEMENT LLC5$300$39Cut−$222

Positions as of Q1 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.