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 |
|---|---|---|---|---|---|
| St. Louis Trust Co | 10,700 | $487.4K | 0.07% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 10,711 | $487.9K | 0.06% | −3,968−27.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,752 | $489.8K | 0.02% | −1,792−14.3% | Reduced |
| Fee-Only Financial Planning, L.C. | 10,753 | $489.8K | 0.33% | 00.0% | Unchanged |
| Wealth Architects, LLC | 10,755 | $489.9K | 0.06% | +44+0.4% | Added |
| Aprio Wealth Management, LLC | 10,761 | $490.2K | 0.09% | +4,358+68.1% | Added |
| Lake Street Advisors Group, LLC | 10,564 | $491.6K | 0.02% | +864+8.9% | Added |
| Eisler Capital (US) LLC | 10,801 | $492.0K | 0.09% | +10,801 | New |
| Aveo Capital Partners, LLC | 10,804 | $492.1K | 0.06% | −1,739−13.9% | Reduced |
| Wealth Quarterback LLC | 10,810 | $492.4K | 0.28% | +3,276+43.5% | Added |
| TFC Financial Management | 10,848 | $494.1K | 0.09% | +23+0.2% | Added |
| Golden State Equity Partners | 10,858 | $494.6K | 0.10% | +10,858 | New |
| Procyon Private Wealth Partners, LLC | 10,865 | $494.9K | 0.04% | +1,492+15.9% | Added |
| Sowa Financial Group, Inc. | 10,906 | $497.0K | 0.38% | +254+2.4% | Added |
| TrueMark Investments, LLC | 10,921 | $497.5K | 0.17% | +10,921 | New |
| Modern Wealth Management, LLC | 10,924 | $497.6K | 0.04% | +2,345+27.3% | Added |
| Leonteq Securities AG | 10,938 | $498.2K | 0.07% | +1,519+16.1% | Added |
| MBA Advisors LLC | 10,985 | $500.4K | 0.26% | +3,100+39.3% | Added |
| Patron Partners Advisors, LLC | 11,063 | $503.9K | 0.30% | −3,905−26.1% | Reduced |
| Lindbrook Capital, LLC | 11,100 | $505.6K | 0.05% | −1,960−15.0% | Reduced |
| Virtue Capital Management, LLC | 10,297 | $506.7K | 0.09% | −614−5.6% | Reduced |
| Intrua Financial, LLC | 11,134 | $507.1K | 0.08% | −7,261−39.5% | Reduced |
| PBMares Wealth Management LLC | 11,139 | $507.4K | 0.12% | −1,051−8.6% | Reduced |
| Red Door Wealth Management, LLC | 11,149 | $507.8K | 0.09% | −4,341−28.0% | Reduced |
| City State Bank | 11,182 | $509.3K | 0.21% | −340−3.0% | Reduced |
| Silver Oak Securities, Inc | 11,183 | $509.4K | 0.08% | −262−2.3% | Reduced |
| Legacy Advisors, LLC | 10,955 | $509.7K | 0.06% | +1,067+10.8% | Added |
| Capital Asset Advisory Services LLC | 10,921 | $510.0K | 0.03% | −3,276−23.1% | Reduced |
| Herold Advisors, Inc. | 11,196 | $510.1K | 0.12% | +125+1.1% | Added |
| L.M. Kohn & Company | 11,221 | $511.1K | 0.14% | +312+2.9% | Added |
| Patriot Investment Management Inc. | 11,238 | $511.9K | 0.04% | +111+1.0% | Added |
| Catalyst Financial Partners LLC | 11,269 | $513.3K | 0.11% | +217+2.0% | Added |
| Mattern Wealth Management LLC | 11,276 | $513.6K | 0.12% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,708 | $514.3K | 0.00% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 11,341 | $516.6K | 0.36% | +146+1.3% | Added |
| JT Stratford LLC | 11,360 | $517.4K | 0.10% | −130−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 11,378 | $518.0K | 0.01% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 11,391 | $518.9K | 0.43% | 00.0% | Unchanged |
| Nwam LLC | 11,430 | $520.6K | 0.15% | −303−2.6% | Reduced |
| Main Street Financial Solutions, LLC | 11,479 | $522.9K | 0.05% | +1,621+16.4% | Added |
| Wedmont Private Capital | 10,987 | $524.4K | 0.03% | +2,432+28.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 11,525 | $524.9K | 0.19% | +1,737+17.7% | Added |
| Romano Brothers and Company | 11,528 | $525.1K | 0.07% | −1,947−14.4% | Reduced |
| Stegent Equity Advisors, Inc. | 11,529 | $525.1K | 0.55% | +6,411+125.3% | Added |
| United Bank | 11,558 | $526.5K | 0.07% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 11,593 | $528.1K | 0.08% | −350−2.9% | Reduced |
| Tufton Capital Management | 11,650 | $530.7K | 0.10% | −200−1.7% | Reduced |
| Taurus Asset Management, LLC | 11,685 | $532.3K | 0.05% | −4,100−26.0% | Reduced |
| Waldron Private Wealth LLC | 11,445 | $532.5K | 0.02% | +925+8.8% | Added |
| Provenance Wealth Advisors, LLC | 11,695 | $532.7K | 0.07% | −300−2.5% | Reduced |
| Millennium Capital Advisors, LLC | 11,700 | $532.9K | 0.35% | +100+0.9% | Added |
| Balentine LLC | 11,705 | $533.2K | 0.02% | −23,882−67.1% | Reduced |
| Ted Buchan & Co | 11,710 | $533.4K | 0.29% | +1,641+16.3% | Added |
| Occudo Quantitative Strategies LP | 11,743 | $534.9K | 0.09% | +11,743 | New |
| Hazlett, Burt & Watson, Inc. | 11,745 | $535.0K | 0.28% | +9,595+446.3% | Added |
| Essex Savings Bank | 11,766 | $535.8K | 0.14% | +728+6.6% | Added |
| Resolute Partners Group | 11,522 | $536.1K | 0.14% | +251+2.2% | Added |
| Brown Miller Wealth Management, LLC | 11,800 | $537.5K | 0.22% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 11,860 | $540.2K | 0.01% | −500−4.0% | Reduced |
| Capital City Trust Co | 11,933 | $543.5K | 0.15% | −650−5.2% | Reduced |
| Keystone Wealth Services, LLC | 11,947 | $544.2K | 0.17% | +29+0.2% | Added |
| Davidson Trust Co | 11,973 | $545.4K | 0.38% | +11,973 | New |
| Taylor & Morgan Wealth Management, LLC | 11,991 | $546.2K | 0.39% | +250+2.1% | Added |
| RFG Advisory, LLC | 12,007 | $546.9K | 0.02% | −118−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 12,558 | $547.8K | 0.01% | +3,546+39.3% | Added |
| SPC Financial, Inc. | 12,066 | $549.6K | 0.05% | −88−0.7% | Reduced |
| Strategic Blueprint, LLC | 12,086 | $550.5K | 0.04% | +1,198+11.0% | Added |
| Advisory Alpha, LLC | 12,121 | $552.1K | 0.02% | +13+0.1% | Added |
| Marathon Strategic Advisors, LLC | 12,123 | $552.2K | 0.65% | +12,123 | New |
| Diversified Trust Co | 12,128 | $552.4K | 0.02% | −3,592−22.8% | Reduced |
| Gilbert & Cook, Inc. | 12,147 | $553.3K | 0.08% | −739−5.7% | Reduced |
| Wealth Effects LLC | 12,150 | $553.4K | 0.20% | +400+3.4% | Added |
| Kapitalo Investimentos Ltda | 12,163 | $554.0K | 0.17% | +6,044+98.8% | Added |
| Capital Advisors Wealth Management, LLC | 12,165 | $554.1K | 0.11% | +9+0.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,196 | $555.5K | 0.06% | −9,756−44.4% | Reduced |
| V-Square Quantitative Management LLC | 12,213 | $556.3K | 0.09% | +7,850+179.9% | Added |
| Cassaday & Co Wealth Management LLC | 12,244 | $557.7K | 0.02% | −78−0.6% | Reduced |
| Empower Advisory Group, LLC | 12,253 | $558.1K | 0.00% | +617+5.3% | Added |
| Farmers & Merchants Investments Inc | 12,306 | $560.5K | 0.02% | +200+1.7% | Added |
| Diligent Investors, LLC | 12,312 | $560.8K | 0.14% | −491−3.8% | Reduced |
| Dakota Wealth Management | 12,314 | $561.3K | 0.01% | −405−3.2% | Reduced |
| Bridgefront Capital, LLC | 12,330 | $561.6K | 0.23% | +12,330 | New |
| Spinnaker Trust | 12,333 | $561.8K | 0.04% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 12,356 | $562.8K | 0.04% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 12,501 | $569.5K | 0.01% | +5,467+77.7% | Added |
| Quadrant Capital Group LLC | 12,524 | $570.5K | 0.04% | +648+5.5% | Added |
| Intellectus Partners, LLC | 12,263 | $570.8K | 0.16% | −1,505−10.9% | Reduced |
| Patten & Patten Inc | 12,547 | $571.5K | 0.04% | −1,746−12.2% | Reduced |
| LMCG Investments, LLC | 12,585 | $573.2K | 0.03% | +2,493+24.7% | Added |
| Horst & Graben Wealth Management LLC | 12,616 | $574.7K | 0.11% | −1,821−12.6% | Reduced |
| Spirit of America Management Corp | 12,650 | $576.2K | 0.12% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 12,654 | $576.4K | 0.10% | +1,201+10.5% | Added |
| Finer Wealth Management, Inc. | 12,703 | $578.6K | 0.37% | −2,842−18.3% | Reduced |
| 180 Wealth Advisors, LLC | 12,326 | $580.3K | 0.09% | −545−4.2% | Reduced |
| Graypoint LLC | 12,766 | $581.5K | 0.04% | +2,263+21.5% | Added |
| Loudon Investment Management, LLC | 12,792 | $582.7K | 0.34% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 12,849 | $585.3K | 0.23% | −67−0.5% | Reduced |
| Northstar Advisory Group, LLC | 12,593 | $585.9K | 0.34% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 11,605 | $586.6K | 0.02% | +593+5.4% | Added |
| Mogy Joel R Investment Counsel Inc | 12,950 | $589.9K | 0.04% | 00.0% | Unchanged |