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 |
|---|---|---|---|---|---|
| Pitcairn Co | 54,400 | $2.48M | 0.15% | +13,633+33.4% | Added |
| Wealthspire Advisors, LLC | 54,550 | $2.48M | 0.03% | +21,163+63.4% | Added |
| Verus Capital Partners, LLC | 54,699 | $2.49M | 0.26% | +4,642+9.3% | Added |
| Mesirow Financial Investment Management, Inc. | 54,703 | $2.49M | 0.06% | +380+0.7% | Added |
| Park Avenue Securities LLC | 55,255 | $2.52M | 0.03% | −1,682−3.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 54,124 | $2.52M | 0.17% | −820−1.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 55,370 | $2.52M | 0.58% | −705−1.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 55,400 | $2.52M | 0.17% | −2,796−4.8% | Reduced |
| Marcum Wealth, LLC | 55,705 | $2.54M | 0.25% | +464+0.8% | Added |
| MONECO Advisors, LLC | 55,739 | $2.54M | 0.37% | −3,449−5.8% | Reduced |
| Verus Financial Partners, Inc. | 56,098 | $2.56M | 0.30% | +782+1.4% | Added |
| Simplicity Wealth,LLC | 56,185 | $2.56M | 0.06% | +7,913+16.4% | Added |
| Argent Trust Co | 56,188 | $2.56M | 0.11% | +4,953+9.7% | Added |
| Ridgepath Capital Management LLC | 56,273 | $2.56M | 2.51% | −143−0.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 56,483 | $2.57M | 0.66% | +31,193+123.3% | Added |
| Contrarius Investment Management Ltd | 56,956 | $2.59M | 0.16% | −2,448−4.1% | Reduced |
| FineMark National Bank & Trust | 57,072 | $2.60M | 0.10% | +20,772+57.2% | Added |
| Allworth Financial LP | 53,130 | $2.63M | 0.02% | +1,990+3.9% | Added |
| United Capital Financial Advisers, LLC | 57,966 | $2.64M | 0.02% | +1,805+3.2% | Added |
| Stratos Wealth Partners, LTD. | 57,988 | $2.64M | 0.04% | +2,431+4.4% | Added |
| Moran Wealth Management, LLC | 58,259 | $2.65M | 0.09% | +7,711+15.3% | Added |
| Financial Sense Advisors, Inc. | 58,852 | $2.68M | 0.85% | +10,862+22.6% | Added |
| Quantinno Capital Management LP | 59,020 | $2.69M | 0.05% | −476−0.8% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 59,257 | $2.70M | 1.95% | +40.0% | Added |
| Quest Partners LLC | 59,491 | $2.71M | 0.37% | +59,469+270,313.6% | Added |
| Mechanics Bank Trust Department | 59,546 | $2.71M | 0.39% | −3,590−5.7% | Reduced |
| CoreCap Advisors, LLC | 59,789 | $2.72M | 0.28% | +4,564+8.3% | Added |
| Manning & Napier Advisors LLC | 60,000 | $2.73M | 0.03% | +60,000 | New |
| Hancock Whitney Corp | 60,030 | $2.73M | 0.09% | +3,021+5.3% | Added |
| KPP Advisory Services LLC | 60,118 | $2.74M | 0.73% | +1,037+1.8% | Added |
| Baldwin Brothers Inc | 60,291 | $2.75M | 0.21% | −8,134−11.9% | Reduced |
| Bryn Mawr Trust Co | 60,340 | $2.75M | 0.11% | −823−1.3% | Reduced |
| Dana Investment Advisors, Inc. | 60,547 | $2.76M | 0.09% | −942−1.5% | Reduced |
| Investmark Advisory Group LLC | 60,575 | $2.76M | 1.47% | +871+1.5% | Added |
| Banque Cantonale Vaudoise | 60,607 | $2.76M | 0.11% | −10,371−14.6% | Reduced |
| Tiaa Trust, National Association | 60,663 | $2.76M | 0.01% | +1,234+2.1% | Added |
| Slagle Financial, LLC | 61,245 | $2.79M | 1.43% | +5,378+9.6% | Added |
| Norinchukin Bank, The | 61,283 | $2.79M | 0.08% | −246−0.4% | Reduced |
| Diversify Advisory Services, LLC | 59,835 | $2.79M | 0.15% | −1,075−1.8% | Reduced |
| TownSquare Capital, LLC | 61,862 | $2.82M | 0.04% | +12,718+25.9% | Added |
| Founders Financial Alliance, LLC | 62,004 | $2.82M | 0.84% | +1,087+1.8% | Added |
| PFG Investments, LLC | 62,300 | $2.84M | 0.20% | +3,202+5.4% | Added |
| Texas Yale Capital Corp. | 62,523 | $2.85M | 0.14% | 00.0% | Unchanged |
| Bokf, NA | 62,708 | $2.86M | 0.05% | −21,289−25.3% | Reduced |
| Axxcess Wealth Management, LLC | 63,010 | $2.87M | 0.08% | +1,559+2.5% | Added |
| Cornercap Investment Counsel Inc | 63,044 | $2.87M | 0.47% | −2,594−4.0% | Reduced |
| Sunbelt Securities, Inc. | 63,686 | $2.90M | 0.30% | +13,859+27.8% | Added |
| Vontobel Holding Ltd. | 63,881 | $2.91M | 0.01% | +15,125+31.0% | Added |
| Walleye Capital LLC | 64,502 | $2.94M | 0.03% | +21,933+51.5% | Added |
| Stokes Family Office, LLC | 64,648 | $2.94M | 0.35% | +388+0.6% | Added |
| HBW Advisory Services LLC | 65,103 | $2.97M | 0.49% | +9,961+18.1% | Added |
| Bridges Investment Management Inc | 65,158 | $2.97M | 0.05% | +11,421+21.3% | Added |
| NEOS Investment Management LLC | 65,298 | $2.97M | 0.12% | +20,916+47.1% | Added |
| Waterloo Capital, L.P. | 65,509 | $2.98M | 0.36% | +5,214+8.6% | Added |
| Bessemer Group Inc | 65,675 | $2.99M | 0.01% | +270+0.4% | Added |
| Ieq Capital, LLC | 65,746 | $2.99M | 0.04% | +4,364+7.1% | Added |
| Public Sector Pension Investment Board | 66,030 | $3.01M | 0.02% | +26,853+68.5% | Added |
| Peapack Gladstone Financial Corp | 66,285 | $3.02M | 0.05% | −6,278−8.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 66,397 | $3.03M | 0.03% | +56,855+595.8% | Added |
| Cornerstone Advisors, LLC | 66,500 | $3.03M | 0.12% | −6,800−9.3% | Reduced |
| Principal Securities, Inc. | 66,557 | $3.03M | 0.08% | +3,695+5.9% | Added |
| Aviva PLC | 66,952 | $3.05M | 0.01% | −782−1.2% | Reduced |
| Mayflower Financial Advisors, LLC | 67,012 | $3.05M | 0.50% | +1,218+1.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 67,075 | $3.06M | 0.16% | +7,054+11.8% | Added |
| Torray LLC | 67,587 | $3.08M | 0.46% | +644+1.0% | Added |
| Capital Square, LLC | 62,485 | $3.09M | 2.01% | −1,338−2.1% | Reduced |
| 3Chopt Investment Partners, LLC | 66,371 | $3.09M | 0.94% | +772+1.2% | Added |
| Citizens National Bank Trust Department | 67,920 | $3.09M | 0.69% | −1,715−2.5% | Reduced |
| Glenview Trust Co | 68,015 | $3.10M | 0.06% | −7,468−9.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 68,045 | $3.13M | 0.23% | +5,861+9.4% | Added |
| Alaska Permanent Fund Corp | 63,927 | $3.13M | 0.05% | +4,837+8.2% | Added |
| RSM US Wealth Management LLC | 68,500 | $3.15M | 0.05% | +32,875+92.3% | Added |
| Wintrust Investments LLC | 69,447 | $3.16M | 0.26% | −1,911−2.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 69,505 | $3.17M | 0.02% | +23,733+51.9% | Added |
| DoubleLine ETF Adviser LP | 70,512 | $3.21M | 0.85% | −6,487−8.4% | Reduced |
| Fernwood Investment Management, LLC | 71,179 | $3.24M | 1.01% | +215+0.3% | Added |
| Heritage Investors Management Corp | 71,588 | $3.26M | 0.11% | −2,163−2.9% | Reduced |
| Prospera Financial Services Inc | 72,061 | $3.28M | 0.09% | +25,143+53.6% | Added |
| Dynamic Advisor Solutions LLC | 72,172 | $3.29M | 0.10% | −3,404−4.5% | Reduced |
| HB Wealth Management, LLC | 72,241 | $3.29M | 0.04% | +13,422+22.8% | Added |
| Cypress Capital Group | 72,501 | $3.30M | 0.40% | +873+1.2% | Added |
| Community Bank & Trust, Waco, Texas | 72,677 | $3.31M | 0.83% | +1,263+1.8% | Added |
| Heritage Trust Co | 72,871 | $3.32M | 0.44% | +743+1.0% | Added |
| Rakuten Investment Management, Inc. | 73,772 | $3.35M | 0.02% | +25,831+53.9% | Added |
| LVW Advisors, LLC | 74,217 | $3.38M | 0.50% | +18,401+33.0% | Added |
| Laurion Capital Management LP | 74,751 | $3.40M | 0.11% | +71,701+2,350.9% | Added |
| Convergence Investment Partners, LLC | 75,081 | $3.42M | 1.00% | +15,634+26.3% | Added |
| Wolverine Trading, LLC | 75,107 | $3.42M | 0.06% | +25,399+51.1% | Added |
| Cercano Management LLC | 76,086 | $3.47M | 0.09% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 76,223 | $3.47M | 0.31% | +2,155+2.9% | Added |
| Clearstead Advisors, LLC | 76,206 | $3.47M | 0.06% | +24,571+47.6% | Added |
| Janus Henderson Group PLC | 76,316 | $3.48M | 0.00% | −72,384−48.7% | Reduced |
| Hollencrest Capital Management | 76,595 | $3.49M | 0.15% | +203+0.3% | Added |
| First Citizens Bank & Trust Co | 77,660 | $3.54M | 0.07% | +1,876+2.5% | Added |
| Raymond James Trust N.A. | 77,689 | $3.54M | 0.08% | +1,836+2.4% | Added |
| Formidable Asset Management, LLC | 77,825 | $3.54M | 0.57% | −4,141−5.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 78,699 | $3.58M | 0.13% | −22,250−22.0% | Reduced |
| Fifth Third Bancorp | 78,728 | $3.59M | 0.01% | +962+1.2% | Added |
| Sigma Planning Corp | 79,203 | $3.61M | 0.11% | −8,461−9.7% | Reduced |
| TrimTabs Asset Management, LLC | 79,254 | $3.61M | 0.90% | +42,534+115.8% | Added |