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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 1,624 | $75.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,665 | $75.9K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,675 | $76.3K | 0.04% | +150+9.8% | Added |
| Wetzel Investment Advisors, Inc. | 1,771 | $77.3K | 0.04% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1,836 | $80.1K | 0.04% | +1,836 | New |
| Thompson Investment Management, Inc. | 1,764 | $80.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,798 | $81.9K | 0.02% | +530+41.8% | Added |
| Basso Capital Management, L.P. | 1,814 | $82.6K | 0.07% | 00.0% | Unchanged |
| Albion Financial Group | 1,878 | $85.6K | 0.01% | −889−32.1% | Reduced |
| WR Wealth Planners, LLC | 1,888 | $86.0K | 0.03% | +52+2.8% | Added |
| Mizuho Bank, Ltd. | 1,900 | $86.5K | 0.02% | +1,900 | New |
| Pathway Financial Advisers, LLC | 1,904 | $86.6K | 0.03% | +57+3.1% | Added |
| Evermay Wealth Management LLC | 1,879 | $87.1K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,921 | $87.5K | 0.03% | +913+90.6% | Added |
| Motco | 1,935 | $88.1K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,954 | $89.0K | 0.01% | +16+0.8% | Added |
| Security National Bank | 1,957 | $89.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,001 | $91.2K | 0.03% | +188+10.4% | Added |
| Optiver Holding B.V. | 2,018 | $91.9K | 0.00% | +2,018 | New |
| Avion Wealth | 2,023 | $92.0K | 0.03% | −197−8.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,034 | $92.6K | 0.00% | −375−15.6% | Reduced |
| BFSG, LLC | 2,043 | $93.1K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,100 | $95.7K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,115 | $96.3K | 0.02% | +2,115 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,150 | $98.0K | 0.03% | +2,150 | New |
| Addison Advisors LLC | 2,204 | $100.4K | 0.03% | +316+16.7% | Added |
| Pin Oak Investment Advisors Inc | 2,270 | $103.0K | 0.10% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,287 | $104.2K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,304 | $105.0K | 0.02% | +2+0.1% | Added |
| Bank of New Hampshire | 2,320 | $105.7K | 0.03% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 2,330 | $106.1K | 0.05% | +51+2.2% | Added |
| CNB Bank | 2,386 | $108.7K | 0.05% | −74−3.0% | Reduced |
| Bramshill Investments, LLC | 2,389 | $108.8K | 0.01% | −21,560−90.0% | Reduced |
| Kelly Financial Services LLC | 2,391 | $108.9K | 0.04% | +116+5.1% | Added |
| GHP Investment Advisors, Inc. | 2,394 | $109.1K | 0.01% | +11+0.5% | Added |
| Central Bank & Trust Co | 2,399 | $109.3K | 0.02% | −90−3.6% | Reduced |
| Field & Main Bank | 2,400 | $109.3K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,441 | $111.2K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,446 | $111.4K | 0.04% | −50−2.0% | Reduced |
| Tucker Asset Management LLC | 2,455 | $111.8K | 0.02% | −377−13.3% | Reduced |
| Roble, Belko & Company, Inc | 2,485 | $113.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,482 | $113.1K | 0.05% | +47+1.9% | Added |
| RE Dickinson Investment Advisors, LLC | 2,520 | $114.8K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,561 | $116.6K | 0.03% | +1,089+74.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,698 | $122.9K | 0.08% | −353−11.6% | Reduced |
| NCP Inc. | 2,700 | $123.0K | 0.08% | 00.0% | Unchanged |
| Capula Management Ltd | 2,726 | $124.2K | 0.00% | −20,394−88.2% | Reduced |
| West Oak Capital, LLC | 2,740 | $124.8K | 0.05% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2,767 | $126.0K | 0.03% | −578−17.3% | Reduced |
| Kimelman & Baird, LLC | 2,779 | $126.6K | 0.01% | +2,779 | New |
| Pittenger & Anderson Inc | 2,800 | $127.5K | 0.01% | −163−5.5% | Reduced |
| M&R Capital Management Inc | 2,862 | $130.4K | 0.03% | +8+0.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,804 | $130.5K | 0.04% | +829+42.0% | Added |
| FSC Wealth Advisors, LLC | 2,906 | $132.4K | 0.10% | +150+5.4% | Added |
| SIMA Wealth Partners, LLC | 2,914 | $132.7K | 0.13% | +2,914 | New |
| Planning Capital Management Corp | 2,925 | $133.2K | 0.09% | +21+0.7% | Added |
| JFS Wealth Advisors, LLC | 2,927 | $133.3K | 0.01% | +38+1.3% | Added |
| Tanglewood Legacy Advisors, LLC | 2,931 | $133.5K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,900 | $134.9K | 0.14% | 00.0% | Unchanged |
| Key Financial Inc | 2,998 | $136.6K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $137.0K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3,413 | $137.7K | 0.10% | +365+12.0% | Added |
| AlphaMark Advisors, LLC | 3,021 | $138.0K | 0.05% | +3+0.1% | Added |
| Indiana Trust & Investment Management CO | 3,050 | $138.9K | 0.05% | −423−12.2% | Reduced |
| Sachetta, LLC | 2,764 | $139.7K | 0.06% | +192+7.5% | Added |
| Chilton Capital Management LLC | 3,128 | $142.5K | 0.01% | −671−17.7% | Reduced |
| Operose Advisors LLC | 3,130 | $142.6K | 0.05% | −1,440−31.5% | Reduced |
| Redwood Wealth Management Group, LLC | 3,176 | $144.7K | 0.11% | +3,176 | New |
| Aspire Private Capital, LLC | 3,189 | $145.3K | 0.04% | +24+0.8% | Added |
| Fairscale Capital, LLC | 3,048 | $146.4K | 0.13% | +3,048 | New |
| First Command Advisory Services, Inc. | 3,238 | $147.5K | 0.00% | +3,238 | New |
| PFS Partners, LLC | 3,281 | $149.4K | 0.09% | −902−21.6% | Reduced |
| St Germain D J Co Inc | 3,309 | $150.7K | 0.01% | −70−2.1% | Reduced |
| Resources Management Corp | 3,320 | $151.0K | 0.02% | +50+1.5% | Added |
| Cornerstone Planning Group LLC | 3,126 | $154.3K | 0.04% | +2,599+493.2% | Added |
| Eagle Bay Advisors LLC | 3,330 | $154.9K | 0.09% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3,378 | $155.5K | 0.10% | −25−0.7% | Reduced |
| Capital Advisors, Ltd. LLC | 3,456 | $157.0K | 0.02% | +126+3.8% | Added |
| Acima Private Wealth, LLC | 3,452 | $157.2K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 3,498 | $159.3K | 0.07% | +1,313+60.1% | Added |
| Cromwell Holdings LLC | 3,464 | $161.2K | 0.10% | +3,464 | New |
| Piscataqua Savings Bank | 3,547 | $161.5K | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,550 | $162.0K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3,500 | $162.9K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,580 | $163.0K | 0.07% | +201+5.9% | Added |
| Caitlin John, LLC | 3,609 | $164.4K | 0.12% | +2,658+279.5% | Added |
| Bellevue Asset Management, LLC | 3,609 | $164.4K | 0.09% | +57+1.6% | Added |
| MB, Levis & Associates, LLC | 3,619 | $164.9K | 0.09% | +45+1.3% | Added |
| Westside Investment Management, Inc. | 3,650 | $166.3K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 3,662 | $166.8K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 3,690 | $168.0K | 0.09% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,710 | $169.0K | 0.03% | +3,710 | New |
| City Holding Co | 3,733 | $170.0K | 0.03% | −445−10.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,832 | $174.5K | 0.04% | +488+14.6% | Added |
| Y.D. More Investments Ltd | 3,900 | $177.6K | 0.02% | +3,900 | New |
| Slocum, Gordon & Co LLP | 3,960 | $180.4K | 0.13% | −190−4.6% | Reduced |
| Laurel Wealth Advisors LLC | 3,967 | $180.7K | 0.03% | +141+3.7% | Added |
| Cito Capital Group, LLC | 3,900 | $181.0K | 0.07% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,997 | $182.1K | 0.04% | +2+0.1% | Added |
| State of Wyoming | 4,031 | $183.6K | 0.03% | −746−15.6% | Reduced |