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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 6,074 | $276.7K | 0.07% | +964+18.9% | Added |
| Towerpoint Wealth, LLC | 6,076 | $276.8K | 0.14% | +38+0.6% | Added |
| Berger Financial Group, Inc | 6,082 | $277.0K | 0.02% | −889−12.8% | Reduced |
| Defender Capital, LLC. | 6,086 | $277.2K | 0.09% | 00.0% | Unchanged |
| Maia Wealth LLC | 5,810 | $277.2K | 0.08% | +5,810 | New |
| Wambolt & Associates, LLC | 6,024 | $277.3K | 0.08% | +15+0.2% | Added |
| Almanack Investment Partners, LLC. | 6,094 | $277.6K | 0.05% | −561−8.4% | Reduced |
| Silvant Capital Management LLC | 5,966 | $277.6K | 0.01% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 6,100 | $277.9K | 0.09% | +806+15.2% | Added |
| Chicago Trust Co NA | 6,105 | $278.1K | 0.06% | −837−12.1% | Reduced |
| RFP Financial Group LLC | 6,106 | $278.1K | 0.10% | −914−13.0% | Reduced |
| Prostatis Group LLC | 6,115 | $278.5K | 0.10% | +470+8.3% | Added |
| Keeley-Teton Advisors, LLC | 6,120 | $278.8K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 6,121 | $279.0K | 0.07% | +11+0.2% | Added |
| Northeast Financial Group, Inc. | 6,133 | $279.4K | 0.12% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 6,139 | $279.6K | 0.07% | +6,139 | New |
| First American Trust, FSB | 6,169 | $281.0K | 0.03% | +46+0.8% | Added |
| Augustine Asset Management Inc | 6,172 | $281.1K | 0.11% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 6,187 | $281.8K | 0.16% | +99+1.6% | Added |
| LaSalle St. Investment Advisors, LLC | 6,206 | $283.0K | 0.14% | −328−5.0% | Reduced |
| Lane & Associates LLC | 6,214 | $283.1K | 0.17% | −340−5.2% | Reduced |
| Resonant Capital Advisors, LLC | 6,113 | $284.3K | 0.02% | +487+8.7% | Added |
| Fundamentun, LLC | 6,253 | $284.8K | 0.02% | +374+6.4% | Added |
| Carson Advisory Inc. | 6,276 | $285.8K | 0.20% | −67−1.1% | Reduced |
| Abbrea Capital, LLC | 6,140 | $286.0K | 0.04% | −250−3.9% | Reduced |
| West Bancorporation Inc | 6,279 | $286.0K | 0.21% | 00.0% | Unchanged |
| Vicus Capital | 6,294 | $286.7K | 0.03% | +309+5.2% | Added |
| Bouchey Financial Group Ltd | 6,281 | $287.0K | 0.03% | −1,822−22.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,322 | $288.0K | 0.11% | −9−0.1% | Reduced |
| Barlow Wealth Partners, Inc. | 5,874 | $290.3K | 0.04% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 6,381 | $290.7K | 0.06% | +6,381 | New |
| Astoria Portfolio Advisors LLC. | 6,396 | $291.3K | 0.10% | +415+6.9% | Added |
| Arden Trust Co | 6,402 | $291.6K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 6,415 | $292.2K | 0.02% | −367−5.4% | Reduced |
| Summit X, LLC | 6,397 | $292.5K | 0.07% | +501+8.5% | Added |
| Quintet Private Bank (Europe) S.A. | 5,524 | $292.8K | 0.02% | −373−6.3% | Reduced |
| LJI Wealth Management, LLC | 6,436 | $293.2K | 0.06% | +100+1.6% | Added |
| Total Clarity Wealth Management, Inc. | 6,444 | $293.5K | 0.10% | −895−12.2% | Reduced |
| Wendell David Associates Inc | 6,450 | $294.0K | 0.03% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 6,459 | $294.2K | 0.13% | −279−4.1% | Reduced |
| Peoples Financial Services Corp. | 6,497 | $295.9K | 0.13% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 6,496 | $295.9K | 0.14% | −10,364−61.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $296.1K | 0.09% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 6,557 | $298.7K | 0.02% | +6,557 | New |
| Pacitti Group Inc. | 6,506 | $298.7K | 0.16% | +10.0% | Added |
| Lifeworks Advisors, LLC | 6,575 | $299.5K | 0.08% | +349+5.6% | Added |
| Linscomb & Williams, Inc. | 6,580 | $299.7K | 0.02% | −1,074−14.0% | Reduced |
| Interchange Capital Partners, LLC | 6,585 | $299.9K | 0.11% | +6,585 | New |
| Simon Quick Advisors, LLC | 6,588 | $300.1K | 0.02% | +1,929+41.4% | Added |
| Peregrine Asset Advisers, Inc. | 6,595 | $300.4K | 0.12% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6,655 | $303.1K | 0.03% | +106+1.6% | Added |
| Charles Schwab Trust Co | 6,656 | $303.2K | 0.03% | +692+11.6% | Added |
| WealthPlan Investment Management, LLC | 6,661 | $303.4K | 0.05% | −976−12.8% | Reduced |
| Fiduciary Financial Group, LLC | 6,339 | $304.5K | 0.07% | +6,339 | New |
| Capital Analysts, LLC | 6,679 | $305.0K | 0.01% | −61−0.9% | Reduced |
| Centerpoint Advisors, LLC | 6,750 | $307.0K | 0.11% | −503−6.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,740 | $307.0K | 0.01% | −159−2.3% | Reduced |
| Prairiewood Capital, LLC | 6,771 | $308.4K | 0.15% | 00.0% | Unchanged |
| Tompkins Financial Corp | 6,772 | $308.5K | 0.03% | +520+8.3% | Added |
| Wells Trecaso Financial Group, LLC | 6,787 | $309.2K | 0.11% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 6,789 | $309.2K | 0.03% | −528−7.2% | Reduced |
| CAP Partners, LLC | 6,802 | $309.8K | 0.25% | +119+1.8% | Added |
| American National Bank | 6,804 | $309.9K | 0.04% | +1,544+29.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,818 | $310.6K | 0.01% | −12,946−65.5% | Reduced |
| Plancorp, LLC | 6,839 | $311.5K | 0.01% | −687−9.1% | Reduced |
| Investment Advisory Group, LLC | 6,851 | $312.1K | 0.12% | +235+3.6% | Added |
| SevenBridge Financial Group, LLC | 6,347 | $314.1K | 0.07% | +6,347 | New |
| Affinity Capital Advisors, LLC | 6,912 | $314.9K | 0.07% | +921+15.4% | Added |
| Woodard & Co Asset Management Group Inc | 6,925 | $315.4K | 0.08% | 00.0% | Unchanged |
| DRW Securities, LLC | 6,937 | $315.5K | 0.02% | −9,263−57.2% | Reduced |
| Blue Chip Partners, Inc. | 6,941 | $316.2K | 0.03% | −262−3.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,950 | $316.6K | 0.10% | +6,950 | New |
| Fortis Group Advisors, LLC | 6,988 | $318.3K | 0.06% | +6,283+891.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 7,016 | $319.6K | 0.06% | +46+0.7% | Added |
| Smallwood Wealth Investment Management, LLC | 7,022 | $319.9K | 0.25% | −1,876−21.1% | Reduced |
| Summit Wealth Partners, LLC | 7,037 | $320.5K | 0.07% | +27+0.4% | Added |
| Delta Investment Management, LLC | 7,064 | $321.8K | 0.07% | +198+2.9% | Added |
| Claro Advisors LLC | 7,076 | $322.3K | 0.05% | +898+14.5% | Added |
| Heritage Wealth Management, LLC | 7,110 | $323.9K | 0.18% | −55−0.8% | Reduced |
| Heritage Family Offices, LLP | 7,110 | $323.9K | 0.18% | +7,110 | New |
| First Business Financial Services, Inc. | 7,116 | $324.1K | 0.03% | −1,000−12.3% | Reduced |
| GYL Financial Synergies, LLC | 7,122 | $324.4K | 0.03% | +233+3.4% | Added |
| Renaissance Group LLC | 7,125 | $324.5K | 0.01% | +288+4.2% | Added |
| Community Trust & Investment Co | 7,130 | $324.8K | 0.02% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 7,135 | $325.0K | 0.02% | +1,112+18.5% | Added |
| Gunn & Co Investment Management, Inc. | 7,135 | $325.0K | 0.02% | +7,135 | New |
| Sage Private Wealth Group, LLC | 7,137 | $325.1K | 0.27% | −1,311−15.5% | Reduced |
| Philip James Wealth Mangement, LLC | 7,141 | $325.3K | 0.22% | −1,194−14.3% | Reduced |
| D. Scott Neal, Inc. | 7,000 | $325.7K | 0.18% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 7,174 | $326.8K | 0.25% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 7,179 | $327.0K | 0.20% | +179+2.6% | Added |
| Raleigh Capital Management Inc. | 7,203 | $328.1K | 0.14% | −2,518−25.9% | Reduced |
| Edgestream Partners, L.P. | 7,211 | $328.5K | 0.02% | −39,111−84.4% | Reduced |
| EPG Wealth Management LLC | 0 | $328.5K | 0.08% | −7,189−100.0% | Reduced |
| Washington Trust Advisors, Inc. | 7,218 | $328.8K | 0.03% | −2,800−27.9% | Reduced |
| Mayfair Advisory Group, LLC | 6,889 | $328.8K | 0.22% | +234+3.5% | Added |
| Smith Shellnut Wilson LLC | 7,240 | $329.8K | 0.16% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 7,243 | $329.9K | 0.29% | +7,243 | New |
| Choate Investment Advisors | 7,247 | $330.1K | 0.01% | −2,399−24.9% | Reduced |
| Howland Capital Management LLC | 7,109 | $330.8K | 0.02% | 00.0% | Unchanged |