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 |
|---|---|---|---|---|---|
| Summer Road LLC | 550 | $25.1K | 0.02% | +550 | New |
| West Paces Advisors Inc. | 579 | $26.4K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 583 | $26.5K | 0.01% | +8+1.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 597 | $27.2K | 0.00% | −46−7.2% | Reduced |
| Pacifica Partners Inc. | 595 | $27.3K | 0.01% | +8+1.4% | Added |
| Northwest Bank & Trust Co | 600 | $27.3K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 600 | $27.3K | 0.03% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 600 | $27.3K | 0.01% | +600 | New |
| Sanctuary Wealth Management, L.L.C. | 614 | $28.0K | 0.02% | −1,441−70.1% | Reduced |
| Providence Capital Advisors, LLC | 625 | $28.5K | 0.01% | +5+0.8% | Added |
| IAG Wealth Partners, LLC | 629 | $28.7K | 0.01% | +13+2.1% | Added |
| BNP Paribas | 630 | $28.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 645 | $29.4K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 649 | $29.5K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 649 | $29.6K | 0.02% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 665 | $30.3K | 0.01% | +665 | New |
| Hallmark Capital Management Inc | 667 | $30.4K | 0.00% | +260+63.9% | Added |
| WFA of San Diego, LLC | 668 | $30.4K | 0.03% | +668 | New |
| Ruedi Wealth Management, Inc. | 672 | $30.6K | 0.01% | +22+3.4% | Added |
| Westend Capital Management, LLC | 666 | $30.7K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 686 | $31.2K | 0.01% | −497−42.0% | Reduced |
| Bray Capital Advisors | 695 | $31.7K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 706 | $32.2K | 0.05% | −818−53.7% | Reduced |
| Tortoise Investment Management, LLC | 719 | $32.7K | 0.00% | +5+0.7% | Added |
| Asset Dedication, LLC | 721 | $32.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 739 | $33.7K | 0.01% | +600+431.7% | Added |
| Dynamic Wealth Strategies, LLC | 741 | $34.0K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 742 | $34.0K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 765 | $34.8K | 0.01% | +1+0.1% | Added |
| Frazier Financial Advisors, LLC | 765 | $34.8K | 0.03% | +350+84.3% | Added |
| POM Investment Strategies, LLC | 776 | $35.4K | 0.03% | +9+1.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 783 | $35.7K | 0.01% | −4,840−86.1% | Reduced |
| Wolff Wiese Magana LLC | 791 | $36.0K | 0.03% | −99−11.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 800 | $36.4K | 0.05% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 800 | $36.4K | 0.00% | −1,500−65.2% | Reduced |
| SOA Wealth Advisors, LLC. | 804 | $36.6K | 0.01% | −171−17.5% | Reduced |
| Riverview Trust Co | 818 | $37.3K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 842 | $38.4K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 850 | $38.7K | 0.02% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 859 | $39.1K | 0.01% | +28+3.4% | Added |
| Louisbourg Investments Inc. | 860 | $39.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 871 | $39.7K | 0.03% | +124+16.6% | Added |
| Great Lakes Retirement, Inc. | 896 | $41.7K | 0.01% | +896 | New |
| GW&K Investment Management, LLC | 939 | $43.0K | 0.00% | −138−12.8% | Reduced |
| Private Wealth Management Group, LLC | 946 | $43.1K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 954 | $43.5K | 0.02% | +13+1.4% | Added |
| Lynx Investment Advisory | 975 | $44.4K | 0.03% | +975 | New |
| Creekmur Asset Management LLC | 998 | $45.5K | 0.01% | +695+229.4% | Added |
| Pingora Partners LLC | 1,000 | $45.5K | 0.03% | −190−16.0% | Reduced |
| Advantage Trust Co | 1,000 | $45.5K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,019 | $46.4K | 0.01% | −173−14.5% | Reduced |
| Spotlight Asset Group, Inc. | 1,096 | $49.9K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,100 | $50.0K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,109 | $50.5K | 0.03% | +1,109 | New |
| Global Trust Asset Management, LLC | 1,114 | $50.7K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,123 | $51.0K | 0.03% | +76+7.3% | Added |
| Colonial Trust Advisors | 1,121 | $51.1K | 0.00% | −17−1.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,148 | $52.3K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,154 | $52.6K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,180 | $53.7K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,190 | $54.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,189 | $54.1K | 0.02% | +5+0.4% | Added |
| First Personal Financial Services | 1,191 | $54.3K | 0.01% | +350+41.6% | Added |
| Investment Research & Advisory Group, Inc. | 1,197 | $54.5K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,200 | $54.7K | 0.02% | −15−1.2% | Reduced |
| Stephenson National Bank & Trust | 1,200 | $54.7K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,238 | $56.4K | 0.01% | +85+7.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,249 | $56.9K | 0.03% | +27+2.2% | Added |
| Birchbrook, Inc. | 1,250 | $56.9K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,274 | $58.0K | 0.03% | −189−12.9% | Reduced |
| Scarborough Advisors, LLC | 1,283 | $58.4K | 0.02% | +200+18.5% | Added |
| EdgeRock Capital LLC | 1,285 | $58.6K | 0.05% | +1,285 | New |
| First Community Trust NA | 1,300 | $59.2K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,300 | $59.2K | 0.04% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,300 | $59.2K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,300 | $59.2K | 0.05% | +1,300 | New |
| Rosenberg Matthew Hamilton | 1,297 | $59.7K | 0.02% | −225−14.8% | Reduced |
| Camelot Portfolios, LLC | 1,324 | $60.3K | 0.03% | +1,324 | New |
| Canton Hathaway, LLC | 1,340 | $61.0K | 0.02% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 1,370 | $62.4K | 0.05% | +6+0.4% | Added |
| Crewe Advisors LLC | 1,402 | $63.9K | 0.01% | −135−8.8% | Reduced |
| Bell Investment Advisors, Inc | 1,432 | $65.2K | 0.01% | +71+5.2% | Added |
| Timber Creek Capital Management LLC | 1,440 | $65.6K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 1,441 | $65.6K | 0.05% | +200+16.1% | Added |
| Perkins Coie Trust Co | 1,460 | $66.5K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,449 | $66.6K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,485 | $67.6K | 0.05% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,492 | $68.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,530 | $69.7K | 0.03% | +83+5.7% | Added |
| Atticus Wealth Management, LLC | 1,539 | $70.1K | 0.02% | +8+0.5% | Added |
| S.A. Mason LLC | 1,565 | $71.3K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,581 | $72.0K | 0.02% | +14+0.9% | Added |
| United Community Bank | 1,583 | $72.1K | 0.03% | +1,583 | New |
| Community Bank, N.A. | 1,595 | $72.6K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 1,598 | $72.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,602 | $73.0K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,603 | $73.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,605 | $73.1K | 0.01% | +236+17.2% | Added |
| Hoese & Co LLP | 1,600 | $74.0K | 0.06% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,642 | $74.8K | 0.04% | +34+2.1% | Added |