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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 15,898 | $724.2K | 0.04% | +254+1.6% | Added |
| Retirement Planning Group | 15,914 | $724.9K | 0.05% | +15,914 | New |
| Plimoth Trust Co LLC | 15,970 | $727.4K | 0.19% | −200−1.2% | Reduced |
| Chapin Davis, Inc. | 15,985 | $728.1K | 0.25% | −2,049−11.4% | Reduced |
| StoneX Group Inc. | 15,701 | $728.8K | 0.06% | +1,314+9.1% | Added |
| TCG Advisory Services, LLC | 16,013 | $729.4K | 0.04% | +662+4.3% | Added |
| Silver Coast Investments LLC | 16,055 | $731.3K | 0.30% | +9,106+131.0% | Added |
| Bath Savings Trust Co | 16,086 | $732.7K | 0.08% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 16,099 | $733.0K | 0.27% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 16,144 | $735.4K | 0.32% | +8,400+108.5% | Added |
| MTM Investment Management, LLC | 16,199 | $737.9K | 0.30% | +9+0.1% | Added |
| OmniStar Financial Group, Inc. | 16,252 | $740.3K | 0.67% | +9,253+132.2% | Added |
| CoreFirst Bank & Trust | 16,345 | $744.5K | 0.50% | −752−4.4% | Reduced |
| CTC Alternative Strategies, Ltd. | 16,400 | $747.0K | 0.32% | +16,400 | New |
| American Financial & Tax Strategies Inc | 16,447 | $749.2K | 0.39% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 16,463 | $749.9K | 0.04% | +682+4.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 16,103 | $750.1K | 0.02% | −2,841−15.0% | Reduced |
| Allegheny Financial Group LTD | 16,483 | $750.8K | 0.22% | +279+1.7% | Added |
| Capital Advisors Inc | 16,517 | $752.4K | 0.02% | −485−2.9% | Reduced |
| Avidian Wealth Solutions, LLC | 16,569 | $754.7K | 0.04% | +6,356+62.2% | Added |
| Ancora Advisors, LLC | 16,602 | $756.2K | 0.02% | +22+0.1% | Added |
| Moody Lynn & Lieberson, LLC | 16,672 | $759.4K | 0.05% | −115−0.7% | Reduced |
| Everett Harris & Co | 16,680 | $759.8K | 0.01% | −120−0.7% | Reduced |
| Woodward Diversified Capital, LLC | 16,693 | $760.4K | 0.45% | −141−0.8% | Reduced |
| Straight Path Wealth Management | 16,701 | $760.7K | 0.39% | +70.0% | Added |
| Jaffetilchin Investment Partners, LLC | 16,708 | $761.0K | 0.06% | +2,490+17.5% | Added |
| Sentry Investment Management LLC | 16,772 | $764.0K | 0.34% | −3,435−17.0% | Reduced |
| Klingenstein Fields & Co LP | 16,803 | $765.4K | 0.03% | −1,799−9.7% | Reduced |
| Trust Co of Toledo NA | 16,939 | $771.6K | 0.11% | +16,939 | New |
| Fidelis Capital Partners, LLC | 15,424 | $771.7K | 0.11% | +6,162+66.5% | Added |
| Financial Advisory Corp | 17,048 | $777.0K | 0.32% | +8,868+108.4% | Added |
| Williams Jones Wealth Management, LLC. | 17,097 | $778.8K | 0.01% | +148+0.9% | Added |
| Carmichael Hill & Associates, Inc. | 17,115 | $779.6K | 0.32% | +60.0% | Added |
| Walker Asset Management, LLC | 17,152 | $781.3K | 0.53% | +360+2.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 17,156 | $781.5K | 0.27% | +7,577+79.1% | Added |
| Leo Wealth, LLC | 17,081 | $782.1K | 0.08% | +2,593+17.9% | Added |
| KLCM Advisors, Inc. | 17,208 | $783.8K | 0.10% | −724−4.0% | Reduced |
| Pallas Capital Advisors LLC | 16,039 | $791.2K | 0.04% | +6,469+67.6% | Added |
| North Star Investment Management Corp. | 17,402 | $792.7K | 0.06% | −131−0.7% | Reduced |
| Cortland Associates Inc | 17,413 | $793.0K | 0.10% | +333+1.9% | Added |
| Coastwise Capital Group, LLC | 17,508 | $797.5K | 0.76% | +156+0.9% | Added |
| Oak Thistle LLC | 17,532 | $798.6K | 0.59% | +4,001+29.6% | Added |
| WealthPLAN Partners, LLC | 17,546 | $799.2K | 0.09% | −445−2.5% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $802.1K | 0.17% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 17,796 | $810.6K | 0.08% | +655+3.8% | Added |
| Searle & Co. | 17,798 | $810.7K | 0.19% | +17,798 | New |
| Drucker Wealth 3.0, LLC | 17,834 | $812.3K | 0.22% | +17,834 | New |
| Impact Partnership Wealth, LLC | 17,852 | $813.2K | 0.21% | +1,623+10.0% | Added |
| Cigna Investments Inc | 17,884 | $815.0K | 0.15% | −894−4.8% | Reduced |
| X-Square Capital, LLC | 17,906 | $816.0K | 0.38% | +183+1.0% | Added |
| First Trust Investment Solutions L.P. | 17,919 | $816.2K | 0.11% | −1,288−6.7% | Reduced |
| Philadelphia Trust Co | 17,983 | $819.0K | 0.06% | −338−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 18,075 | $823.3K | 0.03% | −1,000−5.2% | Reduced |
| Independent Wealth Network Inc. | 18,086 | $823.8K | 0.38% | −464−2.5% | Reduced |
| Richard W. Paul & Associates, LLC | 18,131 | $825.9K | 0.32% | +373+2.1% | Added |
| Zhang Financial LLC | 18,252 | $831.4K | 0.06% | −143−0.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 17,874 | $831.7K | 0.01% | −206−1.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 18,295 | $833.4K | 0.08% | +7,177+64.6% | Added |
| AdvisorNet Financial, Inc | 18,310 | $834.0K | 0.08% | −1,267−6.5% | Reduced |
| BKD Wealth Advisors, LLC | 18,315 | $834.3K | 0.02% | +5,226+39.9% | Added |
| Widmann Financial Services, Inc. | 18,348 | $835.7K | 0.68% | −192−1.0% | Reduced |
| Inscription Capital, LLC | 18,574 | $846.1K | 0.14% | −1,739−8.6% | Reduced |
| Clarius Group, LLC | 18,591 | $846.8K | 0.06% | +6,765+57.2% | Added |
| R.m.sincerbeaux Capital Management LLC | 18,599 | $847.2K | 0.56% | −6,896−27.0% | Reduced |
| Epoch Investment Partners, Inc. | 18,658 | $849.9K | 0.00% | −45,617−71.0% | Reduced |
| Dudley Capital Management, LLC | 18,683 | $851.0K | 0.48% | −2,835−13.2% | Reduced |
| NBC Securities, Inc. | 18,714 | $852.0K | 0.08% | −362−1.9% | Reduced |
| Grove Bank & Trust | 18,740 | $853.6K | 0.14% | −46−0.2% | Reduced |
| World Equity Group, Inc. | 18,795 | $856.1K | 0.26% | −407−2.1% | Reduced |
| Franklin Street Advisors Inc | 18,819 | $857.0K | 0.06% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 18,835 | $857.9K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 18,854 | $858.8K | 0.03% | −1,467−7.2% | Reduced |
| WealthCare Investment Partners, LLC | 19,045 | $867.5K | 0.40% | +332+1.8% | Added |
| Clarity Financial LLC | 19,092 | $869.7K | 0.13% | −1,076−5.3% | Reduced |
| Smith, Moore & Co. | 19,099 | $870.0K | 0.09% | −2,259−10.6% | Reduced |
| Stevens Capital Management LP | 19,141 | $872.0K | 0.30% | +19,141 | New |
| Moneta Group Investment Advisors LLC | 19,147 | $872.1K | 0.01% | +2,085+12.2% | Added |
| Chelsea Counsel Co | 18,835 | $876.4K | 0.44% | +505+2.8% | Added |
| Taylor Hoffman Wealth Management | 19,278 | $887.4K | 0.36% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 19,508 | $888.6K | 0.01% | −3,436−15.0% | Reduced |
| Smartleaf Asset Management LLC | 19,563 | $889.3K | 0.15% | +10,199+108.9% | Added |
| Plan Group Financial, LLC | 19,543 | $890.2K | 0.54% | +8,081+70.5% | Added |
| My Legacy Advisors, LLC | 19,558 | $890.9K | 0.28% | +230+1.2% | Added |
| Viewpoint Capital Management LLC | 19,606 | $893.1K | 0.55% | −71−0.4% | Reduced |
| Ethic Inc. | 19,650 | $895.1K | 0.02% | +3,009+18.1% | Added |
| Kanawha Capital Management LLC | 19,691 | $896.9K | 0.07% | +2,002+11.3% | Added |
| Westmount Partners, LLC | 19,500 | $897.6K | 0.30% | +6,952+55.4% | Added |
| Annex Advisory Services, LLC | 19,707 | $897.7K | 0.03% | −173−0.9% | Reduced |
| ISAM Funds (UK) Ltd | 19,761 | $900.1K | 0.67% | +19,761 | New |
| Profund Advisors LLC | 19,802 | $902.0K | 0.03% | −747−3.6% | Reduced |
| Rossmore Private Capital | 19,804 | $902.1K | 0.12% | −200−1.0% | Reduced |
| First Nebraska Trust Co | 19,811 | $902.4K | 0.09% | −50−0.3% | Reduced |
| Mitchell Sinkler & Starr | 18,802 | $904.9K | 0.23% | 00.0% | Unchanged |
| Financial Counselors Inc | 19,896 | $906.3K | 0.01% | −1,624−7.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,099 | $915.5K | 0.02% | +5,670+39.3% | Added |
| Exeter Financial, LLC | 20,153 | $918.0K | 0.44% | −266−1.3% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 20,214 | $920.7K | 0.02% | +9,475+88.2% | Added |
| BancorpSouth Bank | 20,374 | $928.0K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 20,404 | $929.0K | 0.06% | +20,404 | New |
| Charter Research & Investment Group, Inc. | 20,467 | $932.3K | 0.73% | −1,200−5.5% | Reduced |