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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 3,965 | $184.3K | 0.04% | +198+5.3% | Added |
| Gradient Investments LLC | 4,100 | $186.8K | 0.00% | +2,349+134.2% | Added |
| Rakuten Securities, Inc. | 4,147 | $188.9K | 0.08% | −582−12.3% | Reduced |
| Sound Income Strategies, LLC | 4,340 | $197.7K | 0.01% | +978+29.1% | Added |
| Abich Financial Wealth Management LLC | 4,362 | $198.7K | 0.14% | +875+25.1% | Added |
| Garde Capital, Inc. | 4,369 | $199.0K | 0.01% | 00.0% | Unchanged |
| Baxter Bros Inc | 4,400 | $200.4K | 0.03% | +4,400 | New |
| Venturi Wealth Management, LLC | 4,403 | $200.6K | 0.01% | +1,341+43.8% | Added |
| Element Wealth, LLC | 4,406 | $200.7K | 0.11% | +4,406 | New |
| LongView Wealth Management | 4,406 | $200.7K | 0.07% | +4,406 | New |
| Allie Family Office LLC | 4,415 | $201.1K | 0.12% | +4,415 | New |
| Ironwood Investment Counsel, LLC | 4,427 | $201.7K | 0.04% | +4,427 | New |
| Triad Wealth Partners, LLC | 4,435 | $202.0K | 0.11% | +4,435 | New |
| Archford Capital Strategies, LLC | 4,441 | $202.3K | 0.03% | +4,441 | New |
| Kolinsky Wealth Management, LLC | 4,470 | $203.6K | 0.15% | +4,470 | New |
| Mechanics Financial Corp | 4,490 | $204.5K | 0.11% | −425−8.6% | Reduced |
| Family Firm, Inc. | 4,495 | $204.7K | 0.05% | +4,495 | New |
| Everpar Advisors LLC | 4,511 | $205.5K | 0.10% | +4,511 | New |
| Strategic Investment Solutions, Inc. | 4,193 | $205.5K | 0.07% | +4,193 | New |
| Vantage Financial Partners, LLC | 4,530 | $206.3K | 0.05% | −401−8.1% | Reduced |
| Gateway Wealth Partners, LLC | 4,539 | $206.7K | 0.06% | +4,539 | New |
| NTV Asset Management LLC | 4,545 | $207.0K | 0.03% | +4,545 | New |
| High Net Worth Advisory Group LLC | 4,549 | $207.2K | 0.06% | +4,549 | New |
| Elmwood Wealth Management, Inc. | 4,550 | $207.3K | 0.09% | −47−1.0% | Reduced |
| Souders Financial Advisors | 4,550 | $207.3K | 0.03% | +4,550 | New |
| Front Row Advisors LLC | 4,467 | $207.8K | 0.07% | +4,228+1,769.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 4,573 | $208.3K | 0.08% | +4,573 | New |
| Country Club Bank | 4,590 | $208.7K | 0.01% | −150−3.2% | Reduced |
| Coastline Trust Co | 4,600 | $209.5K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 4,607 | $209.8K | 0.23% | +4,607 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,625 | $210.7K | 0.12% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,636 | $211.2K | 0.02% | −230−4.7% | Reduced |
| Blankinship & Foster, LLC | 4,652 | $211.9K | 0.05% | 00.0% | Unchanged |
| Weaver Consulting Group | 4,654 | $212.0K | 0.07% | −16−0.3% | Reduced |
| Van Hulzen Asset Management, LLC | 4,644 | $212.0K | 0.01% | −900−16.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,659 | $212.2K | 0.03% | +1,870+67.0% | Added |
| Apella Capital, LLC | 4,554 | $212.7K | 0.01% | +4,554 | New |
| MBL Wealth, LLC | 4,670 | $212.7K | 0.02% | −174−3.6% | Reduced |
| Clear Harbor Asset Management, LLC | 4,675 | $212.9K | 0.02% | +35+0.8% | Added |
| Fortitude Family Office, LLC | 4,680 | $213.2K | 0.12% | +3,358+254.0% | Added |
| Quotient Wealth Partners, LLC | 4,683 | $213.3K | 0.01% | +4,683 | New |
| William Allan, LLC | 4,706 | $214.0K | 0.14% | −25−0.5% | Reduced |
| WealthShield Partners, LLC | 4,602 | $214.1K | 0.03% | +13+0.3% | Added |
| First Financial Corp | 4,704 | $214.2K | 0.11% | −374−7.4% | Reduced |
| Jeppson Wealth Management, LLC | 4,710 | $214.5K | 0.08% | 00.0% | Unchanged |
| Invst, LLC | 4,665 | $214.7K | 0.02% | −444−8.7% | Reduced |
| Ingalls & Snyder LLC | 4,716 | $215.0K | 0.01% | −515−9.8% | Reduced |
| Webster Bank, N. A. | 4,725 | $215.2K | 0.02% | −238−4.8% | Reduced |
| Angeles Investment Advisors, LLC | 4,739 | $215.9K | 0.01% | −2,368−33.3% | Reduced |
| Pointe Capital Management LLC | 4,748 | $216.3K | 0.13% | −178−3.6% | Reduced |
| Tarbox Family Office, Inc. | 4,755 | $216.6K | 0.04% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 4,760 | $216.8K | 0.02% | −1,263−21.0% | Reduced |
| Founders Financial Securities LLC | 4,761 | $216.8K | 0.02% | +4,761 | New |
| Concord Wealth Partners | 4,764 | $217.0K | 0.04% | +106+2.3% | Added |
| Northwest Wealth Management, LLC | 4,791 | $218.2K | 0.06% | −159−3.2% | Reduced |
| Family Wealth Group, LLC | 4,792 | $218.3K | 0.22% | +71+1.5% | Added |
| Monetary Management Group Inc | 4,800 | $218.6K | 0.06% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 4,806 | $218.9K | 0.03% | +5+0.1% | Added |
| Atwood & Palmer Inc | 4,808 | $219.0K | 0.02% | −37−0.8% | Reduced |
| Broderick Brian C | 4,822 | $219.6K | 0.04% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 4,724 | $219.8K | 0.05% | −716−13.2% | Reduced |
| Richardson Financial Services Inc. | 4,835 | $220.2K | 0.16% | −349−6.7% | Reduced |
| River Street Advisors LLC | 4,839 | $220.4K | 0.14% | −1,555−24.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,845 | $220.7K | 0.01% | −18−0.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 4,851 | $221.0K | 0.05% | +4,851 | New |
| Enterprise Financial Services Corp | 4,854 | $221.1K | 0.14% | −329−6.3% | Reduced |
| Morris Retirement Advisors, LLC | 4,854 | $221.1K | 0.13% | +4,854 | New |
| Diversified, LLC | 4,873 | $222.0K | 0.03% | +90+1.9% | Added |
| Sonata Capital Group Inc | 4,864 | $222.0K | 0.11% | 00.0% | Unchanged |
| Wheelhouse Advisory Group LLC | 4,838 | $222.8K | 0.16% | +4,838 | New |
| Arkfeld Wealth Strategies, L.L.C. | 4,846 | $223.0K | 0.11% | +24+0.5% | Added |
| Yacktman Asset Management LP | 4,900 | $223.2K | 0.00% | −900−15.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,901 | $223.2K | 0.07% | −475−8.8% | Reduced |
| JSF Financial, LLC | 4,924 | $224.3K | 0.07% | −976−16.5% | Reduced |
| Guyasuta Investment Advisors Inc | 5,573 | $224.8K | 0.02% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 4,956 | $225.8K | 0.03% | +4,956 | New |
| Fragasso Group Inc. | 4,959 | $225.9K | 0.02% | −1,363−21.6% | Reduced |
| WealthTrust Axiom LLC | 4,979 | $226.8K | 0.08% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 4,992 | $227.4K | 0.17% | 00.0% | Unchanged |
| Alta Advisers Ltd | 5,000 | $227.8K | 0.11% | 00.0% | Unchanged |
| Forthright Family Wealth Advisory LLC | 5,000 | $227.8K | 0.15% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,002 | $227.8K | 0.06% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 5,015 | $228.0K | 0.07% | −1,125−18.3% | Reduced |
| Atlas Wealth Partners, LLC | 4,968 | $228.0K | 0.97% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,015 | $228.4K | 0.01% | +66+1.3% | Added |
| First United Bank Trust | 5,036 | $229.4K | 0.09% | −700−12.2% | Reduced |
| Traphagen Investment Advisors LLC | 5,040 | $229.6K | 0.02% | −18−0.4% | Reduced |
| Mairs & Power Inc | 5,046 | $229.8K | 0.00% | +3+0.1% | Added |
| Long Run Wealth Advisors, LLC | 5,056 | $230.3K | 0.06% | +101+2.0% | Added |
| Barry Investment Advisors, LLC | 4,950 | $230.3K | 0.08% | +51+1.0% | Added |
| Regent Peak Wealth Advisors LLC | 5,062 | $230.6K | 0.06% | −456−8.3% | Reduced |
| Institute for Wealth Management, LLC. | 5,071 | $231.0K | 0.03% | +9+0.2% | Added |
| GFS Advisors, LLC | 345 | $232.0K | 0.04% | −4,747−93.2% | Reduced |
| Toth Financial Advisory Corp | 5,096 | $232.1K | 0.03% | +10.0% | Added |
| Executive Wealth Management, LLC | 5,097 | $232.2K | 0.04% | −134−2.6% | Reduced |
| Allstate Corp | 5,106 | $232.6K | 0.02% | +5,106 | New |
| Lakeridge Wealth Management LLC | 5,108 | $232.7K | 0.14% | +396+8.4% | Added |
| OMC Financial Services LTD | 5,126 | $233.0K | 0.11% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 5,124 | $233.4K | 0.14% | −404−7.3% | Reduced |
| Capital Investment Counsel, Inc | 5,127 | $233.5K | 0.04% | 00.0% | Unchanged |