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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 5,110 | $234.0K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 5,139 | $234.1K | 0.02% | +487+10.5% | Added |
| Archer Investment Corp | 5,147 | $234.5K | 0.07% | +31+0.6% | Added |
| Pinnacle Bancorp, Inc. | 5,149 | $234.5K | 0.07% | −2,610−33.6% | Reduced |
| Mosaic Financial Group, LLC | 5,170 | $235.0K | 0.17% | −89−1.7% | Reduced |
| HTLF Bank | 5,180 | $235.9K | 0.03% | −59−1.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,185 | $236.2K | 0.02% | +40+0.8% | Added |
| Beacon Capital Management, LLC | 5,186 | $236.2K | 0.04% | −3,159−37.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,228 | $238.1K | 0.14% | −867−14.2% | Reduced |
| Financial Advisory Service, Inc. | 5,242 | $238.8K | 0.02% | +41+0.8% | Added |
| Steele Capital Management, Inc. | 5,132 | $238.8K | 0.01% | +5,132 | New |
| FSA Advisors, Inc. | 5,375 | $239.1K | 0.25% | +663+14.1% | Added |
| Novak & Powell Financial Services, Inc. | 5,252 | $239.2K | 0.15% | +9+0.2% | Added |
| Second Line Capital, LLC | 5,175 | $240.3K | 0.07% | +5,175 | New |
| Creative Financial Designs Inc | 5,277 | $240.4K | 0.02% | +690+15.0% | Added |
| Journey Advisory Group, LLC | 5,287 | $240.8K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 5,291 | $241.0K | 0.03% | −481−8.3% | Reduced |
| Stelac Advisory Services LLC | 5,200 | $241.8K | 0.10% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 5,328 | $242.7K | 0.02% | +28+0.5% | Added |
| Northwest Bancshares, Inc. | 5,328 | $242.7K | 0.04% | −1,200−18.4% | Reduced |
| Univest Financial Corp | 5,330 | $242.8K | 0.07% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 5,336 | $243.1K | 0.01% | −439−7.6% | Reduced |
| 626 Financial, LLC | 5,355 | $243.9K | 0.14% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 5,359 | $244.1K | 0.12% | +191+3.7% | Added |
| Vestor Capital, LLC | 5,368 | $245.0K | 0.02% | −413−7.1% | Reduced |
| West Family Investments, Inc. | 5,388 | $245.4K | 0.07% | +26+0.5% | Added |
| TrueWealth Advisors, LLC | 5,391 | $245.6K | 0.09% | −266−4.7% | Reduced |
| Birch Hill Investment Advisors LLC | 5,400 | $246.0K | 0.01% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 5,401 | $246.0K | 0.03% | −40−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 5,409 | $246.4K | 0.04% | −89−1.6% | Reduced |
| Axiom Advisory, LLC | 5,634 | $246.8K | 0.00% | +5,634 | New |
| Trust Point Inc. | 5,420 | $246.9K | 0.02% | −356−6.2% | Reduced |
| JB Capital LLC | 5,423 | $247.0K | 0.02% | +368+7.3% | Added |
| Great Waters Wealth Management | 5,437 | $247.6K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,439 | $247.7K | 0.03% | −29−0.5% | Reduced |
| Fairfield, Bush & Co. | 5,440 | $247.8K | 0.15% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 5,440 | $247.8K | 0.11% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 5,450 | $248.0K | 0.16% | −75−1.4% | Reduced |
| Charter Trust Co | 5,450 | $248.2K | 0.02% | −300−5.2% | Reduced |
| West Coast Financial LLC | 5,450 | $248.2K | 0.03% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 5,450 | $248.2K | 0.21% | +5,450 | New |
| ICA Group Wealth Management, LLC | 5,480 | $249.6K | 0.15% | −13,313−70.8% | Reduced |
| May Barnhard Investments LLC | 5,484 | $249.8K | 0.13% | +117+2.2% | Added |
| Smith, Salley & Associates | 5,491 | $250.1K | 0.02% | −546−9.0% | Reduced |
| Schechter Investment Advisors, LLC | 5,495 | $250.3K | 0.02% | +121+2.3% | Added |
| Sage Mountain Advisors LLC | 5,504 | $250.7K | 0.02% | −246−4.3% | Reduced |
| Sage Investment Advisers LLC | 5,516 | $251.3K | 0.28% | +23+0.4% | Added |
| Fiduciary Family Office, LLC | 5,517 | $251.3K | 0.10% | +137+2.5% | Added |
| CRA Financial Services, LLC | 5,531 | $251.9K | 0.05% | +11+0.2% | Added |
| Arrow Financial Corp | 5,550 | $252.8K | 0.02% | −150−2.6% | Reduced |
| Soltis Investment Advisors LLC | 5,599 | $255.0K | 0.03% | +1,001+21.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 6,329 | $255.3K | 0.05% | −698−9.9% | Reduced |
| Bienville Capital Management, LLC | 5,500 | $255.9K | 0.06% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 5,620 | $256.0K | 1.10% | +5,620 | New |
| Edgemoor Investment Advisors, Inc. | 5,626 | $256.3K | 0.02% | −151−2.6% | Reduced |
| Beck Mack & Oliver LLC | 5,629 | $256.4K | 0.01% | −299−5.0% | Reduced |
| Gladius Capital Management LP | 5,636 | $256.7K | 0.26% | −1,235−18.0% | Reduced |
| Perennial Investment Advisors, LLC | 5,650 | $257.3K | 0.04% | +1,027+22.2% | Added |
| Ridgecrest Wealth Partners, LLC | 5,651 | $257.4K | 0.15% | +5,651 | New |
| American Institute for Advanced Investment Management, LLP | 5,660 | $257.8K | 0.20% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 5,661 | $257.9K | 0.00% | −169−2.9% | Reduced |
| Princeton Global Asset Management LLC | 5,661 | $257.9K | 0.06% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,666 | $258.1K | 0.13% | +16+0.3% | Added |
| Trustco Bank Corp N Y | 5,673 | $258.4K | 0.27% | −112−1.9% | Reduced |
| SRS Capital Advisors, Inc. | 5,680 | $258.7K | 0.03% | +3,673+183.0% | Added |
| Wayfinding Financial, LLC | 5,571 | $259.0K | 0.15% | +461+9.0% | Added |
| Marble Harbor Investment Counsel, LLC | 5,692 | $259.3K | 0.03% | −188−3.2% | Reduced |
| Ervin Investment Management, LLC | 5,700 | $259.6K | 0.18% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5,700 | $259.6K | 0.05% | −1,951−25.5% | Reduced |
| Opal Wealth Advisors, LLC | 5,703 | $259.8K | 0.08% | −469−7.6% | Reduced |
| Next Capital Management LLC | 5,700 | $260.7K | 0.11% | +978+20.7% | Added |
| Connable Office Inc | 5,746 | $261.7K | 0.03% | 00.0% | Unchanged |
| Manchester Financial Inc | 5,750 | $261.9K | 0.06% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 5,784 | $263.5K | 0.14% | +229+4.1% | Added |
| Aberdeen Wealth Management LLC | 5,785 | $263.5K | 0.18% | 00.0% | Unchanged |
| Cowa, LLC | 5,797 | $264.1K | 0.14% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 5,815 | $264.9K | 0.02% | −360−5.8% | Reduced |
| Howard Financial Services, Ltd. | 5,836 | $265.8K | 0.04% | +35+0.6% | Added |
| SignalPoint Asset Management, LLC | 5,837 | $265.9K | 0.07% | +34+0.6% | Added |
| Fort, L.P. | 5,890 | $268.3K | 0.69% | +419+7.7% | Added |
| Schrum Private Wealth Management LLC | 5,895 | $268.5K | 0.24% | 00.0% | Unchanged |
| Emprise Bank | 5,895 | $268.5K | 0.17% | +1,205+25.7% | Added |
| Center for Financial Planning, Inc. | 5,899 | $268.7K | 0.04% | −85−1.4% | Reduced |
| First County Bank | 5,912 | $269.3K | 0.14% | −464−7.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,927 | $270.0K | 0.13% | −345−5.5% | Reduced |
| Tandem Investment Advisors, Inc. | 5,921 | $270.0K | 0.01% | −165−2.7% | Reduced |
| Monticello Wealth Management, LLC | 5,966 | $271.8K | 0.03% | +14+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,970 | $271.9K | 0.11% | −75−1.2% | Reduced |
| Gratus Wealth Advisors, LLC | 5,510 | $272.5K | 0.05% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 6,004 | $273.5K | 0.12% | +6,004 | New |
| Seven Mile Advisory | 6,006 | $273.6K | 0.20% | +6,006 | New |
| Triangle Securities Wealth Management | 6,023 | $274.3K | 0.08% | −229−3.7% | Reduced |
| Hall Capital Management Co Inc | 6,025 | $274.4K | 0.13% | 00.0% | Unchanged |
| RS Crum Inc. | 6,038 | $275.0K | 0.07% | −767−11.3% | Reduced |
| Byrne Asset Management LLC | 6,050 | $275.0K | 0.20% | −925−13.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,920 | $275.5K | 0.01% | −1,336−18.4% | Reduced |
| TD Private Client Wealth LLC | 6,050 | $275.6K | 0.01% | +582+10.6% | Added |
| Roundview Capital LLC | 6,053 | $275.7K | 0.02% | +6,053 | New |
| Mill Creek Capital Advisors, LLC | 6,070 | $276.5K | 0.01% | +272+4.7% | Added |
| 1st Source Bank | 6,074 | $276.7K | 0.02% | +747+14.0% | Added |