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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 39,378 | $1.79M | 0.26% | +7,796+24.7% | Added |
| Green Square Capital Advisors LLC | 39,421 | $1.80M | 0.25% | −1,993−4.8% | Reduced |
| Elequin Capital LP | 39,772 | $1.80M | 0.48% | −18,250−31.5% | Reduced |
| Amica Mutual Insurance Co | 39,899 | $1.82M | 0.18% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 40,056 | $1.82M | 0.03% | +750+1.9% | Added |
| Affinity Investment Advisors, LLC | 40,144 | $1.83M | 1.37% | +1,417+3.7% | Added |
| South State Corp. | 40,150 | $1.83M | 0.13% | −861−2.1% | Reduced |
| Aviance Capital Partners, LLC | 40,171 | $1.83M | 0.26% | +1,275+3.3% | Added |
| Parallel Advisors, LLC | 40,315 | $1.84M | 0.05% | −3,079−7.1% | Reduced |
| Fortune Financial Advisors, LLC | 40,486 | $1.84M | 1.13% | −118−0.3% | Reduced |
| M Holdings Securities, Inc. | 40,558 | $1.85M | 0.24% | +29,735+274.7% | Added |
| Beverly Hills Private Wealth, LLC | 40,868 | $1.86M | 0.40% | −1,370−3.2% | Reduced |
| Csenge Advisory Group | 40,895 | $1.86M | 0.11% | +2,517+6.6% | Added |
| Welch Group, LLC | 40,925 | $1.86M | 0.09% | +2,039+5.2% | Added |
| WSFS Capital Management, LLC | 41,169 | $1.88M | 0.10% | +159+0.4% | Added |
| Howard Capital Management Group, LLC | 41,184 | $1.88M | 0.14% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 41,386 | $1.89M | 0.06% | +1,663+4.2% | Added |
| Veriti Management LLC | 41,394 | $1.89M | 0.12% | +8,709+26.6% | Added |
| Tokio Marine Asset Management Co Ltd | 41,495 | $1.89M | 0.09% | +1,577+4.0% | Added |
| Federated Hermes, Inc. | 41,555 | $1.89M | 0.00% | −8,634−17.2% | Reduced |
| Ameritas Advisory Services, LLC | 41,571 | $1.89M | 0.07% | −2,962−6.7% | Reduced |
| Trust Co of Vermont | 42,091 | $1.92M | 0.10% | +320+0.8% | Added |
| Alley Investment Management Company, LLC | 42,159 | $1.92M | 0.26% | −790−1.8% | Reduced |
| Hayek Kallen Investment Management | 42,577 | $1.94M | 0.72% | +56+0.1% | Added |
| Private Trust Co NA | 42,806 | $1.95M | 0.21% | −1,107−2.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 42,807 | $1.95M | 0.08% | −1,778−4.0% | Reduced |
| Optimist Retirement Group LLC | 42,920 | $1.95M | 1.03% | +2,098+5.1% | Added |
| Independence Bank of Kentucky | 43,039 | $1.96M | 0.52% | +50+0.1% | Added |
| Simmons Bank | 43,427 | $1.98M | 0.15% | −1,888−4.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 43,532 | $1.98M | 0.07% | +3,396+8.5% | Added |
| ORG Partners LLC | 43,086 | $1.98M | 0.25% | +35,025+434.5% | Added |
| Moors & Cabot, Inc. | 43,840 | $2.00M | 0.11% | +2,308+5.6% | Added |
| Valeo Financial Advisors, LLC | 43,854 | $2.00M | 0.06% | −1,835−4.0% | Reduced |
| Disciplined Equity Management, Inc. | 43,875 | $2.00M | 1.32% | +190+0.4% | Added |
| Vestmark Advisory Solutions, Inc. | 44,043 | $2.01M | 0.08% | +3,316+8.1% | Added |
| Buckhead Capital Management LLC | 44,259 | $2.02M | 0.68% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 44,303 | $2.02M | 0.07% | −1,709−3.7% | Reduced |
| Thrive Capital Management, LLC | 44,447 | $2.02M | 0.93% | +16,175+57.2% | Added |
| Assenagon Asset Management S.A. | 44,858 | $2.04M | 0.01% | −776,111−94.5% | Reduced |
| Capital Investment Advisory Services, LLC | 44,914 | $2.05M | 0.21% | −4,328−8.8% | Reduced |
| NewEdge Wealth, LLC | 45,079 | $2.05M | 0.04% | −1,112−2.4% | Reduced |
| Lockheed Martin Investment Management Co | 45,200 | $2.06M | 0.12% | +45,200 | New |
| Deltec Asset Management LLC | 45,278 | $2.06M | 0.39% | −1,372−2.9% | Reduced |
| Paradigm Financial Partners, LLC | 45,419 | $2.07M | 0.31% | +3,168+7.5% | Added |
| Cornerstone Wealth Management, LLC | 45,566 | $2.08M | 0.16% | +3,743+8.9% | Added |
| Hartford Financial Management Inc. | 45,659 | $2.08M | 0.45% | −100−0.2% | Reduced |
| Proequities, Inc. | 44,954 | $2.09M | 0.13% | −2,220−4.7% | Reduced |
| SeaCrest Wealth Management, LLC | 46,093 | $2.10M | 0.24% | −2,190−4.5% | Reduced |
| Waters Parkerson & Co., LLC | 46,193 | $2.10M | 0.11% | −750−1.6% | Reduced |
| ProVise Management Group, LLC | 46,239 | $2.11M | 0.18% | −500−1.1% | Reduced |
| Jarislowsky, Fraser Ltd | 46,300 | $2.11M | 0.01% | −15,400−25.0% | Reduced |
| Edgar Lomax Co | 46,440 | $2.12M | 0.14% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 46,547 | $2.12M | 0.01% | −1,277−2.7% | Reduced |
| Stonegate Investment Group, LLC | 46,674 | $2.13M | 0.06% | +1,682+3.7% | Added |
| Ceera Investments, LLC | 46,873 | $2.14M | 0.90% | +4,543+10.7% | Added |
| Redwood Investment Management, LLC | 46,929 | $2.14M | 0.18% | −6,760−12.6% | Reduced |
| Hunter Associates Investment Management LLC | 46,848 | $2.14M | 0.36% | −3,200−6.4% | Reduced |
| Personal Cfo Solutions, LLC | 47,045 | $2.14M | 0.33% | +3,592+8.3% | Added |
| Bogart Wealth, LLC | 47,187 | $2.15M | 0.11% | −5,208−9.9% | Reduced |
| Silvercrest Asset Management Group LLC | 47,264 | $2.15M | 0.01% | −1,500−3.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 47,342 | $2.16M | 0.42% | +20,004+73.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 47,414 | $2.16M | 0.04% | +2,848+6.4% | Added |
| Prosperitas Financial LLC | 47,657 | $2.17M | 1.32% | +3,824+8.7% | Added |
| HM Payson & Co | 47,830 | $2.18M | 0.04% | −322−0.7% | Reduced |
| Associated Banc-Corp | 47,835 | $2.18M | 0.07% | −3,215−6.3% | Reduced |
| Ostrum Asset Management | 48,242 | $2.20M | 0.19% | −3,748−7.2% | Reduced |
| Harbour Investments, Inc. | 48,244 | $2.20M | 0.07% | −216−0.4% | Reduced |
| LifePro Asset Management | 48,522 | $2.21M | 1.58% | +48,522 | New |
| Essex Financial Services, Inc. | 43,972 | $2.22M | 0.16% | +6,766+18.2% | Added |
| Hilltop Holdings Inc. | 48,963 | $2.23M | 0.26% | −407−0.8% | Reduced |
| Confluence Wealth Services, Inc. | 49,145 | $2.24M | 0.18% | +1,400+2.9% | Added |
| Westpac Banking Corp | 49,234 | $2.24M | 0.18% | +6,887+16.3% | Added |
| Perpetual Ltd | 49,234 | $2.24M | 0.02% | +6,887+16.3% | Added |
| Parthenon LLC | 49,327 | $2.25M | 0.29% | +32+0.1% | Added |
| Sepio Capital, LP | 49,403 | $2.25M | 0.21% | −1,012−2.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 49,624 | $2.26M | 0.31% | −1,030−2.0% | Reduced |
| Hosking Partners LLP | 49,769 | $2.27M | 0.08% | −1,818−3.5% | Reduced |
| Fisher Asset Management, LLC | 49,911 | $2.27M | 0.00% | +11,252+29.1% | Added |
| Trust Co of Virginia | 49,966 | $2.28M | 0.22% | −1,572−3.1% | Reduced |
| MYDA Advisors LLC | 50,000 | $2.28M | 0.69% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 50,093 | $2.28M | 0.81% | +50,093 | New |
| We Are One Seven, LLC | 50,250 | $2.29M | 0.11% | −130−0.3% | Reduced |
| Jones Financial Companies LLLP | 50,575 | $2.30M | 0.00% | +40,205+387.7% | Added |
| Kinloch Capital, LLC | 50,664 | $2.31M | 1.20% | +420+0.8% | Added |
| Haverford Trust Co | 50,770 | $2.31M | 0.02% | −8,880−14.9% | Reduced |
| American Century Companies Inc | 50,862 | $2.32M | 0.00% | +31,568+163.6% | Added |
| Leelyn Smith, LLC | 51,139 | $2.33M | 0.45% | +654+1.3% | Added |
| LGT Fund Management Co Ltd. | 51,300 | $2.34M | 0.29% | +51,300 | New |
| Resources Investment Advisors, LLC. | 51,410 | $2.34M | 0.03% | +10,279+25.0% | Added |
| Cohen Klingenstein LLC | 51,448 | $2.34M | 0.09% | −31−0.1% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 51,700 | $2.35M | 1.50% | −7,396−12.5% | Reduced |
| Independent Financial Group, LLC | 52,061 | $2.37M | 0.09% | +4,803+10.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 52,194 | $2.38M | 0.02% | −1,433−2.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 52,205 | $2.38M | 0.07% | −6,551−11.1% | Reduced |
| Financial Partners Group, LLC | 52,355 | $2.38M | 0.93% | −10,127−16.2% | Reduced |
| Capstone Investment Advisors, LLC | 52,649 | $2.40M | 0.05% | −42,520−44.7% | Reduced |
| Empirical Finance, LLC | 52,780 | $2.40M | 0.15% | +10,515+24.9% | Added |
| NBT Bank N A | 53,130 | $2.42M | 0.17% | +953+1.8% | Added |
| Pinnacle Associates Ltd | 53,418 | $2.43M | 0.04% | +1,021+1.9% | Added |
| Strategic Investment Advisors | 54,164 | $2.47M | 0.30% | +674+1.3% | Added |