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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 20,485 | $933.1K | 0.02% | −2,583−11.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 20,527 | $935.0K | 0.09% | −240−1.2% | Reduced |
| Girard Partners Ltd. | 20,598 | $938.2K | 0.09% | +8,228+66.5% | Added |
| Gray Wealth Management Inc. | 20,644 | $940.3K | 0.41% | +620+3.1% | Added |
| GAMMA Investing LLC | 20,662 | $941.2K | 0.13% | +9,106+78.8% | Added |
| Cidel Asset Management Inc | 20,702 | $943.0K | 0.07% | +471+2.3% | Added |
| Center For Asset Management LLC | 20,720 | $943.8K | 0.62% | +417+2.1% | Added |
| Onyx Bridge Wealth Group LLC | 20,733 | $944.4K | 0.16% | +1,072+5.5% | Added |
| Excalibur Management Corp | 20,821 | $948.4K | 0.39% | −42−0.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 20,849 | $949.7K | 0.16% | −1,025−4.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,895 | $951.8K | 0.22% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 20,914 | $952.6K | 0.43% | −774−3.6% | Reduced |
| Dodge & Cox | 21,000 | $956.5K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 20,808 | $966.2K | 0.01% | −685−3.2% | Reduced |
| Crestwood Advisors Group LLC | 21,212 | $966.2K | 0.02% | −2,413−10.2% | Reduced |
| Griffin Asset Management, Inc. | 21,251 | $968.0K | 0.11% | −1,667−7.3% | Reduced |
| HCR Wealth Advisors | 21,265 | $968.6K | 0.14% | +27+0.1% | Added |
| Hoylecohen, LLC | 21,401 | $974.8K | 0.07% | +1,728+8.8% | Added |
| Moody National Bank Trust Division | 21,437 | $976.5K | 0.08% | +804+3.9% | Added |
| Qtron Investments LLC | 21,601 | $983.9K | 0.14% | +7,815+56.7% | Added |
| Key Client Fiduciary Advisors, LLC | 21,608 | $984.3K | 0.50% | −360−1.6% | Reduced |
| Sandy Spring Bank | 21,656 | $986.4K | 0.04% | +213+1.0% | Added |
| Evergreen Capital Management LLC | 21,266 | $989.4K | 0.04% | +3,085+17.0% | Added |
| Citizens Financial Group Inc | 21,865 | $995.9K | 0.02% | +7,983+57.5% | Added |
| Paragon Financial Partners, Inc. | 21,978 | $1.00M | 0.78% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 22,082 | $1.01M | 0.38% | +2,985+15.6% | Added |
| Leisure Capital Management | 22,122 | $1.01M | 0.47% | +13+0.1% | Added |
| One Capital Management, LLC | 22,257 | $1.01M | 0.03% | +267+1.2% | Added |
| Traynor Capital Management, Inc. | 22,322 | $1.02M | 0.09% | −3,970−15.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 22,487 | $1.02M | 0.25% | +9,818+77.5% | Added |
| Bellecapital International Ltd. | 22,494 | $1.02M | 0.22% | +14,776+191.4% | Added |
| Morningstar Investment Management LLC | 22,595 | $1.03M | 0.11% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 22,619 | $1.03M | 0.18% | +3,543+18.6% | Added |
| Hexagon Capital Partners LLC | 22,729 | $1.04M | 0.22% | +3,074+15.6% | Added |
| Jacobi Capital Management LLC | 22,763 | $1.04M | 0.09% | +607+2.7% | Added |
| Lee Danner & Bass Inc | 22,830 | $1.04M | 0.08% | +22,830 | New |
| Semmax Financial Advisors Inc. | 20,424 | $1.04M | 0.31% | +383+1.9% | Added |
| Rothschild Investment LLC | 22,953 | $1.05M | 0.07% | +953+4.3% | Added |
| Mill Capital Management, LLC | 23,009 | $1.05M | 0.09% | −877−3.7% | Reduced |
| Leavell Investment Management, Inc. | 22,668 | $1.05M | 0.06% | −2,936−11.5% | Reduced |
| Quilter Plc | 23,300 | $1.06M | 0.02% | −1,995−7.9% | Reduced |
| Clear Creek Financial Management, LLC | 23,312 | $1.06M | 0.13% | +628+2.8% | Added |
| Burns J W & Co Inc | 23,306 | $1.06M | 0.14% | −1,550−6.2% | Reduced |
| Atlas Capital Advisors LLC | 23,350 | $1.06M | 0.14% | +22,930+5,459.5% | Added |
| Kowal Investment Group, LLC | 23,387 | $1.07M | 0.21% | −6,962−22.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 23,409 | $1.07M | 0.24% | −837−3.5% | Reduced |
| Seven Eight Capital, LP | 23,543 | $1.07M | 0.11% | +23,543 | New |
| First Hawaiian Bank | 23,607 | $1.08M | 0.04% | −1,109−4.5% | Reduced |
| WFA Asset Management Corp | 23,662 | $1.08M | 0.61% | +3,832+19.3% | Added |
| ExodusPoint Capital Management, LP | 23,697 | $1.08M | 0.01% | +23,697 | New |
| FRG Family Wealth Advisors LLC | 21,867 | $1.08M | 0.21% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 24,847 | $1.08M | 0.18% | 00.0% | Unchanged |
| Summit Financial, LLC | 23,367 | $1.08M | 0.05% | +14,235+155.9% | Added |
| Park National Corp | 23,852 | $1.09M | 0.04% | −1,329−5.3% | Reduced |
| United Advisor Group, LLC | 23,897 | $1.09M | 0.34% | +1,337+5.9% | Added |
| Certified Advisory Corp | 23,979 | $1.09M | 0.14% | +113+0.5% | Added |
| Machina Capital S.A.S. | 23,988 | $1.09M | 0.49% | +4,634+23.9% | Added |
| Institutional & Family Asset Management, LLC | 24,145 | $1.10M | 0.17% | +60+0.2% | Added |
| Alpha Cubed Investments, LLC | 24,195 | $1.10M | 0.05% | +860+3.7% | Added |
| Harbor Capital Advisors, Inc. | 24,343 | $1.11M | 0.08% | +46+0.2% | Added |
| Close Asset Management Ltd | 24,389 | $1.11M | 0.04% | −655−2.6% | Reduced |
| Ignite Planners, LLC | 24,164 | $1.11M | 0.27% | +598+2.5% | Added |
| Buckingham Strategic Partners | 24,555 | $1.12M | 0.03% | −5,088−17.2% | Reduced |
| Paradigm Asset Management Co LLC | 24,900 | $1.13M | 0.32% | −10,900−30.4% | Reduced |
| Madden Securities Corp | 24,907 | $1.13M | 0.50% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 24,912 | $1.13M | 0.08% | +1,909+8.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 24,922 | $1.14M | 0.26% | +375+1.5% | Added |
| Fiduciary Trust Co | 24,963 | $1.14M | 0.02% | +1,078+4.5% | Added |
| Belpointe Asset Management LLC | 24,974 | $1.14M | 0.08% | −2,098−7.7% | Reduced |
| GoalVest Advisory LLC | 25,004 | $1.14M | 0.36% | −1,212−4.6% | Reduced |
| First Horizon Advisors, Inc. | 25,043 | $1.14M | 0.03% | +285+1.2% | Added |
| Catalyst Funds Management Pty Ltd | 25,200 | $1.15M | 0.31% | +25,200 | New |
| Flagship Harbor Advisors, LLC | 25,201 | $1.15M | 0.07% | −719−2.8% | Reduced |
| Logan Capital Management Inc | 25,219 | $1.15M | 0.05% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 25,256 | $1.15M | 0.02% | +3,839+17.9% | Added |
| Bradley Foster & Sargent Inc | 25,310 | $1.15M | 0.02% | +1,309+5.5% | Added |
| Capital CS Group, LLC | 25,361 | $1.16M | 1.33% | +110.0% | Added |
| Spire Wealth Management | 25,448 | $1.16M | 0.04% | −3,099−10.9% | Reduced |
| Capital International Sarl | 25,615 | $1.17M | 0.04% | +12,197+90.9% | Added |
| Berkshire Asset Management LLC | 25,620 | $1.17M | 0.06% | −108−0.4% | Reduced |
| Private Portfolio Partners LLC | 25,707 | $1.17M | 0.95% | −21−0.1% | Reduced |
| Wedgewood Investors Inc | 25,760 | $1.17M | 1.39% | +25,760 | New |
| Burford Brothers, Inc. | 25,762 | $1.17M | 0.68% | +3,436+15.4% | Added |
| Sonora Investment Management Group, LLC | 26,955 | $1.18M | 0.09% | 00.0% | Unchanged |
| F/M Investments LLC | 25,795 | $1.18M | 0.04% | +25,795 | New |
| Gratus Capital LLC | 25,883 | $1.18M | 0.05% | +16,845+186.4% | Added |
| HBK Sorce Advisory LLC | 25,999 | $1.18M | 0.04% | +1,810+7.5% | Added |
| Narwhal Capital Management | 26,065 | $1.19M | 0.11% | −100.0% | Reduced |
| Radnor Capital Management, LLC | 26,196 | $1.19M | 0.36% | +849+3.3% | Added |
| Greenfield Savings Bank | 26,276 | $1.20M | 0.62% | −650−2.4% | Reduced |
| Keynote Financial Services LLC | 26,284 | $1.20M | 1.00% | −90−0.3% | Reduced |
| Cascade Investment Group, Inc. | 26,459 | $1.21M | 0.94% | +400+1.5% | Added |
| Silverlake Wealth Management LLC | 26,502 | $1.21M | 0.50% | +2,395+9.9% | Added |
| Infrastructure Capital Advisors, LLC | 26,702 | $1.22M | 0.17% | −413−1.5% | Reduced |
| Left Brain Wealth Management, LLC | 26,741 | $1.22M | 0.57% | +26,741 | New |
| Geneos Wealth Management Inc. | 26,845 | $1.22M | 0.05% | −373−1.4% | Reduced |
| Focus Financial Network, Inc. | 24,811 | $1.23M | 0.05% | +4,614+22.8% | Added |
| Hohimer Wealth Management, LLC | 27,018 | $1.23M | 0.29% | −9,772−26.6% | Reduced |
| Boston Private Wealth LLC | 27,032 | $1.23M | 0.03% | −2,776−9.3% | Reduced |
| Kovack Advisors, Inc. | 27,093 | $1.23M | 0.14% | −32,765−54.7% | Reduced |