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
- 1,918
- +44 vs. Q1 2024
- Shares held
- 1.01B
- −36.5M (−3.5%) vs. Q1 2024
- Total value
- $46.1B
- +$352.8M (+0.8%) vs. Q1 2024
- New holders
- 152
- 766 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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 27,291 | $1.24M | 0.36% | +327+1.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,317 | $1.24M | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 27,444 | $1.25M | 0.18% | +1,240+4.7% | Added |
| First Foundation Advisors | 27,519 | $1.25M | 0.05% | −1,680−5.8% | Reduced |
| Delta Capital Management LLC | 27,670 | $1.26M | 0.76% | −20−0.1% | Reduced |
| Signaturefd, LLC | 27,830 | $1.27M | 0.03% | +2,019+7.8% | Added |
| Berkeley Capital Partners, LLC | 27,943 | $1.27M | 0.38% | +1,142+4.3% | Added |
| Spreng Capital Management, Inc. | 28,086 | $1.28M | 0.66% | −61−0.2% | Reduced |
| Wedbush Securities Inc | 28,104 | $1.28M | 0.05% | +4,161+17.4% | Added |
| Farther Finance Advisors, LLC | 27,857 | $1.28M | 0.06% | +3,109+12.6% | Added |
| Applied Capital LLC | 28,370 | $1.29M | 1.13% | +865+3.1% | Added |
| Lynch & Associates | 28,663 | $1.31M | 0.29% | −486−1.7% | Reduced |
| North Star Asset Management Inc | 28,690 | $1.31M | 0.06% | −1,017−3.4% | Reduced |
| Perigon Wealth Management, LLC | 28,771 | $1.31M | 0.04% | +617+2.2% | Added |
| Delta Financial Group, Inc. | 28,979 | $1.32M | 0.55% | −1,394−4.6% | Reduced |
| Vista Investment Partners LLC | 29,086 | $1.32M | 0.44% | −805−2.7% | Reduced |
| Shoker Investment Counsel, Inc. | 29,141 | $1.33M | 0.47% | +5,336+22.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 29,303 | $1.33M | 0.06% | +16,552+129.8% | Added |
| Marino, Stram & Associates LLC | 29,306 | $1.33M | 0.33% | −1,041−3.4% | Reduced |
| First City Capital Management, Inc. | 29,408 | $1.34M | 0.75% | −2,578−8.1% | Reduced |
| Daymark Wealth Partners, LLC | 29,592 | $1.35M | 0.06% | +1,598+5.7% | Added |
| Western Wealth Management, LLC | 29,644 | $1.35M | 0.10% | +507+1.7% | Added |
| Agf Management Ltd | 29,655 | $1.35M | 0.01% | +29,655 | New |
| Atom Investors LP | 29,766 | $1.36M | 0.14% | +3,002+11.2% | Added |
| Horizon Investments, LLC | 30,025 | $1.37M | 0.04% | −495−1.6% | Reduced |
| Two Sigma Securities, LLC | 30,031 | $1.37M | 0.07% | −451,802−93.8% | Reduced |
| Integrated Advisors Network LLC | 30,058 | $1.37M | 0.07% | +2,636+9.6% | Added |
| Means Investment Co., Inc. | 30,198 | $1.38M | 0.16% | −2,559−7.8% | Reduced |
| Exencial Wealth Advisors, LLC | 30,260 | $1.38M | 0.05% | −217−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,279 | $1.38M | 0.01% | −154,773−83.6% | Reduced |
| HF Advisory Group, LLC | 30,375 | $1.38M | 0.72% | +722+2.4% | Added |
| Caldwell Trust Co | 30,573 | $1.39M | 0.15% | −1,490−4.6% | Reduced |
| Simplex Trading, LLC | 30,583 | $1.39M | 0.04% | +24,626+413.4% | Added |
| Whitener Capital Management, Inc. | 30,590 | $1.39M | 0.42% | +3,670+13.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 30,657 | $1.40M | 0.21% | −507−1.6% | Reduced |
| Botty Investors LLC | 30,117 | $1.40M | 0.53% | −1,150−3.7% | Reduced |
| Brandywine Trust Co | 30,814 | $1.40M | 0.23% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 31,049 | $1.41M | 0.01% | +2,627+9.2% | Added |
| Fulton Bank, N.A. | 31,162 | $1.42M | 0.06% | −2,407−7.2% | Reduced |
| Thoroughbred Financial Services, LLC | 31,360 | $1.43M | 0.10% | +31,360 | New |
| Prime Capital Investment Advisors, LLC | 31,441 | $1.43M | 0.02% | −5,366−14.6% | Reduced |
| Stratos Wealth Advisors, LLC | 31,531 | $1.44M | 0.07% | −11,306−26.4% | Reduced |
| Kavar Capital Partners Group, LLC | 31,685 | $1.44M | 0.26% | −952−2.9% | Reduced |
| Colonial River Wealth Management, LLC | 32,003 | $1.46M | 0.78% | −4,457−12.2% | Reduced |
| IFP Advisors, Inc | 32,005 | $1.46M | 0.06% | +2,962+10.2% | Added |
| Wetherby Asset Management Inc | 32,114 | $1.46M | 0.07% | +4,042+14.4% | Added |
| King Luther Capital Management Corp | 32,146 | $1.46M | 0.01% | −774−2.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 32,171 | $1.47M | 0.12% | −1,448−4.3% | Reduced |
| Cullinan Associates Inc | 32,177 | $1.47M | 0.08% | −200−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 32,455 | $1.48M | 0.16% | +4,636+16.7% | Added |
| Kathmere Capital Management, LLC | 32,477 | $1.48M | 0.16% | +4,769+17.2% | Added |
| Oak Hill Wealth Advisors, LLC | 32,572 | $1.48M | 0.45% | +32,572 | New |
| Salem Investment Counselors Inc | 32,136 | $1.49M | 0.05% | −2,150−6.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 33,096 | $1.51M | 0.64% | +2,755+9.1% | Added |
| CSS LLC | 33,200 | $1.51M | 0.11% | +2,000+6.4% | Added |
| Lazari Capital Management, Inc. | 33,405 | $1.52M | 0.69% | −382−1.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 33,484 | $1.53M | 0.08% | −358−1.1% | Reduced |
| International Assets Investment Management, LLC | 109,239 | $1.54M | 0.14% | +11,493+11.8% | Added |
| WP Advisors, LLC | 33,765 | $1.54M | 0.49% | +502+1.5% | Added |
| Next Level Private LLC | 34,049 | $1.55M | 0.71% | +246+0.7% | Added |
| Bleakley Financial Group, LLC | 34,093 | $1.55M | 0.04% | +1,502+4.6% | Added |
| Nicholas Hoffman & Company, LLC. | 34,103 | $1.55M | 0.07% | +5,294+18.4% | Added |
| Linden Thomas Advisory Services, LLC | 34,205 | $1.56M | 0.24% | −23,922−41.2% | Reduced |
| SageView Advisory Group, LLC | 34,306 | $1.56M | 0.07% | −1,925−5.3% | Reduced |
| Poehling Capital Management, LLC | 34,362 | $1.57M | 0.43% | −92−0.3% | Reduced |
| CMG Global Holdings, LLC | 34,431 | $1.57M | 1.04% | +194+0.6% | Added |
| Central Pacific Bank - Trust Division | 34,553 | $1.57M | 0.19% | −1,670−4.6% | Reduced |
| GM Advisory Group, Inc. | 34,592 | $1.58M | 0.10% | +2,041+6.3% | Added |
| Meeder Advisory Services, Inc. | 34,927 | $1.59M | 0.11% | +9,930+39.7% | Added |
| Ferguson Wellman Capital Management, Inc | 34,989 | $1.59M | 0.03% | −2,197−5.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,270 | $1.61M | 0.05% | −4,872−12.1% | Reduced |
| Northeast Financial Consultants Inc | 35,287 | $1.61M | 0.07% | 00.0% | Unchanged |
| Bollard Group LLC | 35,399 | $1.61M | 0.05% | +5,683+19.1% | Added |
| Koshinski Asset Management, Inc. | 34,635 | $1.62M | 0.15% | +15,261+78.8% | Added |
| Greenleaf Trust | 35,752 | $1.63M | 0.02% | +2,278+6.8% | Added |
| SpiderRock Advisors, LLC | 35,784 | $1.63M | 0.04% | −77,906−68.5% | Reduced |
| Valicenti Advisory Services Inc | 36,076 | $1.64M | 0.44% | +4,880+15.6% | Added |
| Weinberger Asset Management, Inc | 36,076 | $1.64M | 0.77% | +79+0.2% | Added |
| Washington Trust Bank | 36,194 | $1.65M | 0.16% | −1,489−4.0% | Reduced |
| IHT Wealth Management, LLC | 36,490 | $1.66M | 0.06% | +152+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 36,614 | $1.67M | 0.17% | −1,462−3.8% | Reduced |
| Investors Asset Management of Georgia Inc | 36,636 | $1.67M | 0.81% | −600−1.6% | Reduced |
| TCW Group Inc | 36,732 | $1.67M | 0.01% | +232+0.6% | Added |
| Icon Wealth Advisors, LLC | 34,387 | $1.69M | 0.15% | +2,070+6.4% | Added |
| Quantitative Investment Management, LLC | 37,034 | $1.69M | 0.18% | −394,067−91.4% | Reduced |
| Wesbanco Bank Inc | 37,066 | $1.69M | 0.06% | +86+0.2% | Added |
| Range Financial Group LLC | 37,103 | $1.69M | 0.86% | +1,955+5.6% | Added |
| Tyler-Stone Wealth Management | 37,443 | $1.71M | 0.70% | −2,436−6.1% | Reduced |
| Groupama Asset Managment | 74,252 | $1.72M | 0.04% | +55,077+287.2% | Added |
| EP Wealth Advisors, LLC | 38,045 | $1.73M | 0.02% | +768+2.1% | Added |
| Warren Averett Asset Management, LLC | 38,154 | $1.74M | 0.03% | +2,711+7.6% | Added |
| Sequoia Financial Advisors, LLC | 38,231 | $1.74M | 0.02% | +6,068+18.9% | Added |
| Doliver Advisors, LP | 38,238 | $1.74M | 0.49% | −3,447−8.3% | Reduced |
| Coldstream Capital Management Inc | 38,262 | $1.74M | 0.04% | +2,630+7.4% | Added |
| Investment Management Corp of Ontario | 38,396 | $1.75M | 0.05% | +9,800+34.3% | Added |
| Symmetry Investments LP | 38,509 | $1.75M | 0.22% | +38,509 | New |
| Ellenbecker Investment Group | 38,551 | $1.76M | 0.35% | −1,267−3.2% | Reduced |
| J.W. Cole Advisors, Inc. | 38,840 | $1.77M | 0.08% | +340+0.9% | Added |
| Stolper Co | 38,937 | $1.77M | 0.62% | −102−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 38,943 | $1.77M | 0.00% | +33,143+571.4% | Added |