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, Q2 2024
Institutional positions in Altria Group, Inc. as of Jun 30, 2024. 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
- 1,919
- +44 vs. Q1 2024
- Shares held
- 1.01B
- −36.5M (−3.5%) vs. Q1 2024
- Total value
- $46.1B
- +$353.0M (+0.8%) vs. Q1 2024
- New holders
- 152
- 767 more added
- Sold out
- 108
- 722 more reduced
28 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2024
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 13,007 | $592.5K | 0.05% | −420−3.1% | Reduced |
| Garden State Investment Advisory Services LLC | 13,016 | $593.1K | 0.20% | −1,574−10.8% | Reduced |
| Prosperity Consulting Group, LLC | 13,045 | $594.2K | 0.08% | −4,734−26.6% | Reduced |
| Rogco, LP | 13,053 | $594.6K | 0.24% | +1,204+10.2% | Added |
| Meitav Dash Investments Ltd | 13,092 | $596.3K | 0.01% | −37,565−74.2% | Reduced |
| Marco Investment Management LLC | 13,093 | $596.4K | 0.05% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 13,128 | $598.0K | 0.18% | +3,386+34.8% | Added |
| Tevis Investment Management | 12,866 | $598.7K | 0.48% | +100+0.8% | Added |
| Pensionmark Financial Group, LLC | 13,184 | $600.5K | 0.04% | +8,514+182.3% | Added |
| LS Investment Advisors, LLC | 13,188 | $600.7K | 0.09% | +30+0.2% | Added |
| Bill Few Associates, Inc. | 13,193 | $600.9K | 0.23% | −5,034−27.6% | Reduced |
| Wagner Wealth Management, LLC | 13,200 | $601.3K | 0.18% | +2,423+22.5% | Added |
| Neville Rodie & Shaw Inc | 13,225 | $602.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 13,022 | $604.5K | 0.05% | +145+1.1% | Added |
| D'Orazio & Associates, Inc. | 13,299 | $605.8K | 0.09% | +3,945+42.2% | Added |
| Synergy Financial Management, LLC | 13,317 | $606.6K | 0.09% | −63,353−82.6% | Reduced |
| Moser Wealth Advisors, LLC | 13,333 | $607.3K | 0.33% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 13,335 | $607.4K | 0.09% | +930+7.5% | Added |
| Raab & Moskowitz Asset Management LLC | 13,356 | $608.4K | 0.17% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 13,356 | $608.4K | 0.11% | +13,356 | New |
| Forum Financial Management, LP | 13,367 | $608.9K | 0.01% | +2,473+22.7% | Added |
| Ellsworth Advisors, LLC | 13,407 | $610.7K | 0.17% | +1,192+9.8% | Added |
| Elevated Capital Advisors, LLC | 13,416 | $611.1K | 0.17% | +13,416 | New |
| Principle Wealth Partners LLC | 13,438 | $612.1K | 0.05% | +216+1.6% | Added |
| International Private Wealth Advisors LLC | 13,446 | $612.5K | 1.03% | +7,778+137.2% | Added |
| Flputnam Investment Management Co | 13,462 | $613.2K | 0.01% | +190+1.4% | Added |
| Columbia Asset Management | 13,570 | $618.0K | 0.12% | −1,510−10.0% | Reduced |
| Ti-Trust, Inc | 13,589 | $619.0K | 0.48% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 13,609 | $619.9K | 0.09% | −456−3.2% | Reduced |
| Samalin Investment Counsel, LLC | 13,644 | $621.5K | 0.29% | −648−4.5% | Reduced |
| Camden Capital, LLC | 13,664 | $622.4K | 0.05% | +213+1.6% | Added |
| Westwood Holdings Group Inc. | 13,695 | $623.8K | 0.00% | +20.0% | Added |
| Alpha Omega Wealth Management LLC | 13,697 | $623.9K | 0.12% | −90−0.7% | Reduced |
| Kapstone Financial Advisors LLC | 13,759 | $626.7K | 0.41% | −500−3.5% | Reduced |
| Tradition Wealth Management, LLC | 13,762 | $626.9K | 0.06% | −1,612−10.5% | Reduced |
| Umb Bank N A | 13,774 | $627.4K | 0.01% | −497−3.5% | Reduced |
| Boston Family Office LLC | 13,816 | $629.0K | 0.05% | +600+4.5% | Added |
| Meridian Wealth Management, LLC | 13,830 | $629.7K | 0.08% | +13,830 | New |
| FLC Capital Advisors | 13,842 | $630.5K | 0.16% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 13,855 | $631.1K | 0.41% | 00.0% | Unchanged |
| Allianz SE | 13,700 | $631.7K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 13,901 | $633.2K | 0.07% | 00.0% | Unchanged |
| Dover Advisors, LLC | 13,917 | $633.9K | 0.39% | +4,212+43.4% | Added |
| Readystate Asset Management LP | 13,953 | $635.6K | 0.03% | +13,953 | New |
| Signature Wealth Management Partners, LLC | 13,963 | $636.0K | 0.48% | −206−1.5% | Reduced |
| FNY Investment Advisers, LLC | 14,000 | $637.0K | 0.43% | −24,300−63.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 14,005 | $637.9K | 0.48% | +108+0.8% | Added |
| Checchi Capital Advisers, LLC | 14,016 | $638.4K | 0.05% | −1,533−9.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 14,017 | $638.5K | 0.12% | −196−1.4% | Reduced |
| Castle Rock Wealth Management, LLC | 13,889 | $639.3K | 0.16% | −305−2.1% | Reduced |
| Chicago Capital, LLC | 14,072 | $641.0K | 0.02% | +280+2.0% | Added |
| Bordeaux Wealth Advisors LLC | 14,093 | $641.9K | 0.12% | +14,093 | New |
| Exchange Bank | 14,113 | $642.9K | 0.55% | −220−1.5% | Reduced |
| Resurgent Financial Advisors LLC | 14,147 | $644.4K | 0.40% | −16−0.1% | Reduced |
| Davis Capital Management | 14,052 | $646.8K | 0.56% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 14,214 | $647.0K | 0.48% | +20.0% | Added |
| Cozad Asset Management Inc | 14,216 | $647.5K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 14,222 | $647.8K | 0.02% | −9,841−40.9% | Reduced |
| Main Street Group, LTD | 14,141 | $649.6K | 0.27% | +322+2.3% | Added |
| Salvus Wealth Management, LLC | 14,295 | $651.1K | 0.45% | −43−0.3% | Reduced |
| HHM Wealth Advisors, LLC | 14,327 | $652.6K | 0.10% | +7,527+110.7% | Added |
| Jump Financial, LLC | 14,351 | $653.7K | 0.01% | −18,372−56.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 14,406 | $656.2K | 0.22% | +40+0.3% | Added |
| Kendall Capital Management | 14,497 | $660.3K | 0.22% | 00.0% | Unchanged |
| Ossiam | 14,497 | $660.3K | 0.01% | +4,662+47.4% | Added |
| McGowan Group Asset Management, Inc. | 14,596 | $664.9K | 0.09% | +297+2.1% | Added |
| Hilltop National Bank | 14,667 | $668.1K | 0.21% | +226+1.6% | Added |
| Walter & Keenan Financial Consulting Co | 14,673 | $668.4K | 0.21% | −284−1.9% | Reduced |
| Bahl & Gaynor Inc | 14,689 | $669.1K | 0.00% | +234+1.6% | Added |
| Alpine Global Management, LLC | 14,698 | $669.5K | 0.12% | +14,698 | New |
| Carolinas Wealth Consulting LLC | 14,790 | $673.7K | 0.13% | +11,468+345.2% | Added |
| Douglass Winthrop Advisors, LLC | 14,793 | $673.8K | 0.01% | −2,256−13.2% | Reduced |
| Courier Capital LLC | 14,806 | $674.4K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 14,829 | $675.4K | 0.05% | −8−0.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 14,857 | $676.0K | 0.19% | +3,375+29.4% | Added |
| New Vernon Capital Holdings II LLC | 14,908 | $679.1K | 0.37% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 13,793 | $680.7K | 0.08% | −2,654−16.1% | Reduced |
| Syon Capital LLC | 14,961 | $681.5K | 0.06% | −1,073−6.7% | Reduced |
| VeraBank, N.A. | 14,972 | $682.0K | 0.21% | 00.0% | Unchanged |
| Norden Group LLC | 14,975 | $682.1K | 0.14% | +2,526+20.3% | Added |
| CWS Financial Advisors, LLC | 14,997 | $683.1K | 0.27% | +77+0.5% | Added |
| Compagnie Lombard Odier SCmA | 15,000 | $683.3K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 15,000 | $683.3K | 0.07% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 15,045 | $685.3K | 0.33% | −2,663−15.0% | Reduced |
| Thomasville National Bank | 15,083 | $687.0K | 0.06% | −485−3.1% | Reduced |
| Gables Capital Management Inc. | 15,100 | $687.8K | 0.36% | +660+4.6% | Added |
| First National Bank & Trust Co of Newtown | 15,189 | $691.7K | 0.14% | +200+1.3% | Added |
| Galvin, Gaustad & Stein, LLC | 15,253 | $694.8K | 0.06% | +5,607+58.1% | Added |
| Ballentine Partners, LLC | 15,298 | $696.8K | 0.01% | +1,730+12.8% | Added |
| David Loasby | 14,870 | $697.8K | 0.07% | +78+0.5% | Added |
| Sanders Morris Harris LLC | 15,327 | $698.1K | 0.11% | −445−2.8% | Reduced |
| Nations Financial Group Inc, | 15,453 | $703.9K | 0.06% | +2,189+16.5% | Added |
| WCG Wealth Advisors LLC | 15,491 | $706.0K | 0.05% | −411−2.6% | Reduced |
| Boothbay Fund Management, LLC | 15,534 | $707.6K | 0.02% | −14,218−47.8% | Reduced |
| Bluefin Capital Management, LLC | 15,569 | $709.2K | 0.19% | −21,068−57.5% | Reduced |
| Intrust Bank NA | 15,686 | $714.5K | 0.08% | −1,520−8.8% | Reduced |
| KC Investment Advisors, LLC | 15,764 | $718.0K | 0.36% | −287−1.8% | Reduced |
| Centaurus Financial, Inc. | 15,778 | $719.0K | 0.05% | −664−4.0% | Reduced |
| Coastal Investment Advisors, Inc. | 15,813 | $720.3K | 0.14% | +606+4.0% | Added |
| IFG Advisory, LLC | 15,894 | $724.0K | 0.05% | +247+1.6% | Added |