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 |
|---|---|---|---|---|---|
| Smith Anglin Financial, LLC | 7,280 | $331.6K | 0.03% | −215−2.9% | Reduced |
| Orion Investment Co | 7,301 | $332.6K | 0.13% | +7,301 | New |
| Jefferies Financial Group Inc. | 7,306 | $332.8K | 0.01% | +7,306 | New |
| ETF Store, Inc. | 7,311 | $333.0K | 0.34% | −14,344−66.2% | Reduced |
| Premier Path Wealth Partners, LLC | 7,326 | $333.7K | 0.06% | +1,181+19.2% | Added |
| Alliance Wealth Advisors, LLC | 7,347 | $334.7K | 0.21% | −1,261−14.6% | Reduced |
| TrinityPoint Wealth, LLC | 7,347 | $334.7K | 0.05% | +218+3.1% | Added |
| Krane Funds Advisors LLC | 7,352 | $334.9K | 0.01% | +7,352 | New |
| Fidelity D & D Bancorp Inc | 7,366 | $335.5K | 0.25% | −650−8.1% | Reduced |
| Equitable Trust Co | 7,379 | $336.1K | 0.02% | −519−6.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,384 | $336.3K | 0.02% | −1,110−13.1% | Reduced |
| Allen Capital Group, LLC | 7,391 | $336.6K | 0.05% | +585+8.6% | Added |
| King Wealth | 7,388 | $337.0K | 0.06% | +19+0.3% | Added |
| Northcape Wealth Management, LLC | 7,421 | $338.0K | 0.12% | +2,539+52.0% | Added |
| Register Financial Advisors LLC | 7,430 | $338.4K | 0.17% | +674+10.0% | Added |
| Callahan Advisors, LLC | 7,448 | $339.3K | 0.04% | −141−1.9% | Reduced |
| ERn Financial, LLC | 7,481 | $340.8K | 0.06% | −951−11.3% | Reduced |
| Pure Financial Advisors, Inc. | 7,497 | $341.5K | 0.01% | +56+0.8% | Added |
| Shulman DeMeo Asset Management LLC | 7,501 | $341.7K | 0.09% | −898−10.7% | Reduced |
| Ci Investments Inc. | 7,526 | $343.0K | 0.00% | +41+0.5% | Added |
| Harbour Trust & Investment Management Co | 7,547 | $343.8K | 0.04% | −952−11.2% | Reduced |
| Catalina Capital Group, LLC | 7,558 | $344.3K | 0.13% | +7,558 | New |
| Cypress Wealth Services, LLC | 7,567 | $344.7K | 0.08% | +470+6.6% | Added |
| FinTrust Capital Advisors, LLC | 7,571 | $344.9K | 0.06% | −2,037−21.2% | Reduced |
| Grandfield & Dodd, LLC | 7,603 | $346.3K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 7,646 | $348.3K | 0.03% | 00.0% | Unchanged |
| First Western Trust Bank | 7,656 | $348.7K | 0.02% | −512−6.3% | Reduced |
| Evanson Asset Management, LLC | 7,656 | $348.7K | 0.03% | −51−0.7% | Reduced |
| Schmidt P J Investment Management Inc | 7,658 | $348.8K | 0.06% | −2,848−27.1% | Reduced |
| Optimum Investment Advisors | 7,676 | $349.6K | 0.16% | −1,000−11.5% | Reduced |
| Whalerock Point Partners, LLC | 7,702 | $350.8K | 0.09% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,710 | $351.2K | 0.43% | +161+2.1% | Added |
| Bank Ozk | 7,765 | $353.7K | 0.15% | −235−2.9% | Reduced |
| Droms Strauss Advisors Inc | 7,764 | $354.0K | 0.13% | −2,588−25.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,785 | $354.6K | 0.03% | +7,785 | New |
| Harvey Investment Co LLC | 7,833 | $357.0K | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 7,869 | $358.4K | 0.03% | +546+7.5% | Added |
| Marshall Financial Group LLC | 7,884 | $359.1K | 0.10% | +7,884 | New |
| Vantage Consulting Group Inc | 7,885 | $359.2K | 0.27% | −627−7.4% | Reduced |
| Well Done, LLC | 7,903 | $360.0K | 0.07% | +1,485+23.1% | Added |
| Azimuth Capital Investment Management LLC | 7,925 | $361.0K | 0.01% | −25−0.3% | Reduced |
| Councilmark Asset Management, LLC | 7,966 | $362.9K | 0.26% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7,971 | $363.1K | 0.04% | +1,423+21.7% | Added |
| Angeles Wealth Management, LLC | 7,975 | $363.3K | 0.03% | +342+4.5% | Added |
| Sentry LLC | 7,987 | $363.8K | 0.07% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 8,000 | $364.0K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 8,007 | $364.7K | 0.13% | +8,007 | New |
| Belmont Capital, LLC | 8,014 | $365.0K | 0.07% | −5,000−38.4% | Reduced |
| Armistice Capital, LLC | 8,051 | $366.7K | 0.01% | +8,051 | New |
| Strait & Sound Wealth Management LLC | 8,095 | $368.7K | 0.19% | −1,195−12.9% | Reduced |
| DGS Capital Management, LLC | 8,099 | $368.9K | 0.10% | +2,028+33.4% | Added |
| DDFG, Inc | 8,129 | $370.3K | 0.11% | +8,129 | New |
| Platform Technology Partners | 8,141 | $370.8K | 0.13% | +8,141 | New |
| Sovereign Financial Group, Inc. | 8,142 | $370.9K | 0.09% | +49+0.6% | Added |
| Voya Financial Advisors, Inc. | 8,160 | $371.0K | 0.04% | +10+0.1% | Added |
| Cobblestone Capital Advisors LLC | 8,148 | $371.1K | 0.02% | −595−6.8% | Reduced |
| Old Second National Bank of Aurora | 8,161 | $371.7K | 0.10% | +92+1.1% | Added |
| Holderness Investments Co | 8,162 | $371.8K | 0.09% | −74−0.9% | Reduced |
| SP Asset Management LLC | 8,211 | $374.0K | 0.03% | +204+2.5% | Added |
| Financial Perspectives, Inc | 8,229 | $374.8K | 0.14% | +78+1.0% | Added |
| Secure Asset Management, LLC | 8,259 | $376.2K | 0.07% | +8,259 | New |
| Vivaldi Capital Management, LLC | 8,275 | $376.9K | 0.11% | +150+1.8% | Added |
| Cohen Investment Advisors LLC | 8,967 | $377.1K | 0.30% | +1,217+15.7% | Added |
| Prossimo Advisors, LLC | 8,288 | $378.0K | 0.34% | +1,560+23.2% | Added |
| WBH Advisory Inc | 8,338 | $379.8K | 0.04% | −37−0.4% | Reduced |
| Cravens & Co Advisors, LLC | 8,347 | $380.2K | 0.28% | +384+4.8% | Added |
| Keystone Financial Group | 8,361 | $380.8K | 0.14% | +423+5.3% | Added |
| Birmingham Capital Management Co Inc | 8,363 | $380.9K | 0.15% | 00.0% | Unchanged |
| Investors Research Corp | 8,369 | $381.2K | 0.09% | −1,100−11.6% | Reduced |
| Sym Financial Corp | 8,406 | $382.9K | 0.06% | +8,406 | New |
| Canandaigua National Bank & Trust Co | 8,413 | $383.2K | 0.04% | −726−7.9% | Reduced |
| Farmers Trust Co | 8,434 | $384.2K | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 8,455 | $385.1K | 0.03% | −179−2.1% | Reduced |
| Alera Investment Advisors, LLC | 8,478 | $386.2K | 0.05% | +8,478 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,478 | $386.2K | 0.06% | −192−2.2% | Reduced |
| Stephens Consulting, LLC | 8,502 | $387.3K | 0.11% | +136+1.6% | Added |
| Gerber, LLC | 8,505 | $387.4K | 0.30% | +30.0% | Added |
| Burney Co | 8,507 | $387.5K | 0.01% | −3,748−30.6% | Reduced |
| IFG Advisors, LLC | 8,525 | $388.3K | 0.09% | 00.0% | Unchanged |
| LRI Investments, LLC | 8,582 | $390.9K | 0.04% | +1,864+27.7% | Added |
| Tradewinds, LLC. | 8,604 | $391.9K | 0.12% | +8,604 | New |
| PDS Planning, Inc | 8,654 | $394.2K | 0.04% | +893+11.5% | Added |
| Stablepoint Partners, LLC | 7,802 | $394.2K | 0.08% | −1,000−11.4% | Reduced |
| Callan Capital, LLC | 8,655 | $394.2K | 0.03% | +1,652+23.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,713 | $396.9K | 0.04% | +1,237+16.5% | Added |
| Twin City Private Wealth, LLC | 8,532 | $396.9K | 0.37% | −115−1.3% | Reduced |
| Atomi Financial Group, Inc. | 8,715 | $397.0K | 0.03% | +2,762+46.4% | Added |
| Montag A & Associates Inc | 8,551 | $397.9K | 0.02% | −1,069−11.1% | Reduced |
| Duncker Streett & Co Inc | 8,773 | $399.6K | 0.08% | −528−5.7% | Reduced |
| Davis R M Inc | 8,775 | $399.7K | 0.01% | +988+12.7% | Added |
| Wellington Shields & Co., LLC | 8,807 | $401.2K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 8,863 | $403.7K | 0.10% | −152−1.7% | Reduced |
| Greatmark Investment Partners, Inc. | 8,924 | $406.5K | 0.06% | 00.0% | Unchanged |
| Avestar Capital, LLC | 8,925 | $406.5K | 0.04% | +2,050+29.8% | Added |
| Gries Financial LLC | 8,935 | $407.0K | 0.08% | +2,752+44.5% | Added |
| Clark Financial Services Group Inc | 8,920 | $407.0K | 0.43% | −40.0% | Reduced |
| Accredited Investors Inc. | 8,961 | $408.2K | 0.03% | +20.0% | Added |
| TCI Wealth Advisors, Inc. | 8,968 | $408.5K | 0.04% | +1,669+22.9% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $408.5K | 0.10% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 8,990 | $409.5K | 0.22% | −943−9.5% | Reduced |