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
- 1,918
- +44 vs. Q1 2024
- Shares held
- 1.01B
- −36.5M (−3.5%) vs. Q1 2024
- Total value
- $46.1B
- +$352.8M (+0.8%) vs. Q1 2024
- New holders
- 152
- 766 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 |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 16,483 | $750.8K | 0.22% | +279+1.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 16,103 | $750.1K | 0.02% | −2,841−15.0% | Reduced |
| Joel Isaacson & Co., LLC | 16,463 | $749.9K | 0.04% | +682+4.3% | Added |
| American Financial & Tax Strategies Inc | 16,447 | $749.2K | 0.39% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 16,400 | $747.0K | 0.32% | +16,400 | New |
| CoreFirst Bank & Trust | 16,345 | $744.5K | 0.50% | −752−4.4% | Reduced |
| OmniStar Financial Group, Inc. | 16,252 | $740.3K | 0.67% | +9,253+132.2% | Added |
| MTM Investment Management, LLC | 16,199 | $737.9K | 0.30% | +9+0.1% | Added |
| Centennial Wealth Advisory LLC | 16,144 | $735.4K | 0.32% | +8,400+108.5% | Added |
| Westbourne Investment Advisors, Inc. | 16,099 | $733.0K | 0.27% | 00.0% | Unchanged |
| Bath Savings Trust Co | 16,086 | $732.7K | 0.08% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 16,055 | $731.3K | 0.30% | +9,106+131.0% | Added |
| TCG Advisory Services, LLC | 16,013 | $729.4K | 0.04% | +662+4.3% | Added |
| StoneX Group Inc. | 15,701 | $728.8K | 0.06% | +1,314+9.1% | Added |
| Chapin Davis, Inc. | 15,985 | $728.1K | 0.25% | −2,049−11.4% | Reduced |
| Plimoth Trust Co LLC | 15,970 | $727.4K | 0.19% | −200−1.2% | Reduced |
| Retirement Planning Group | 15,914 | $724.9K | 0.05% | +15,914 | New |
| Eagle Global Advisors LLC | 15,898 | $724.2K | 0.04% | +254+1.6% | Added |
| IFG Advisory, LLC | 15,894 | $724.0K | 0.05% | +247+1.6% | Added |
| Coastal Investment Advisors, Inc. | 15,813 | $720.3K | 0.14% | +606+4.0% | Added |
| Centaurus Financial, Inc. | 15,778 | $719.0K | 0.05% | −664−4.0% | Reduced |
| KC Investment Advisors, LLC | 15,764 | $718.0K | 0.36% | −287−1.8% | Reduced |
| Intrust Bank NA | 15,686 | $714.5K | 0.08% | −1,520−8.8% | Reduced |
| Bluefin Capital Management, LLC | 15,569 | $709.2K | 0.19% | −21,068−57.5% | Reduced |
| Boothbay Fund Management, LLC | 15,534 | $707.6K | 0.02% | −14,218−47.8% | Reduced |
| WCG Wealth Advisors LLC | 15,491 | $706.0K | 0.05% | −411−2.6% | Reduced |
| Nations Financial Group Inc, | 15,453 | $703.9K | 0.06% | +2,189+16.5% | Added |
| Sanders Morris Harris LLC | 15,327 | $698.1K | 0.11% | −445−2.8% | Reduced |
| David Loasby | 14,870 | $697.8K | 0.07% | +78+0.5% | Added |
| Ballentine Partners, LLC | 15,298 | $696.8K | 0.01% | +1,730+12.8% | Added |
| Galvin, Gaustad & Stein, LLC | 15,253 | $694.8K | 0.06% | +5,607+58.1% | Added |
| First National Bank & Trust Co of Newtown | 15,189 | $691.7K | 0.14% | +200+1.3% | Added |
| Gables Capital Management Inc. | 15,100 | $687.8K | 0.36% | +660+4.6% | Added |
| Thomasville National Bank | 15,083 | $687.0K | 0.06% | −485−3.1% | Reduced |
| Retirement Guys Formula LLC | 15,045 | $685.3K | 0.33% | −2,663−15.0% | Reduced |
| Compagnie Lombard Odier SCmA | 15,000 | $683.3K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 15,000 | $683.3K | 0.07% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 14,997 | $683.1K | 0.27% | +77+0.5% | Added |
| Norden Group LLC | 14,975 | $682.1K | 0.14% | +2,526+20.3% | Added |
| VeraBank, N.A. | 14,972 | $682.0K | 0.21% | 00.0% | Unchanged |
| Syon Capital LLC | 14,961 | $681.5K | 0.06% | −1,073−6.7% | Reduced |
| Insigneo Advisory Services, LLC | 13,793 | $680.7K | 0.08% | −2,654−16.1% | Reduced |
| New Vernon Capital Holdings II LLC | 14,908 | $679.1K | 0.37% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 14,857 | $676.0K | 0.19% | +3,375+29.4% | Added |
| Transcend Wealth Collective, LLC | 14,829 | $675.4K | 0.05% | −8−0.1% | Reduced |
| Courier Capital LLC | 14,806 | $674.4K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 14,793 | $673.8K | 0.01% | −2,256−13.2% | Reduced |
| Carolinas Wealth Consulting LLC | 14,790 | $673.7K | 0.13% | +11,468+345.2% | Added |
| Alpine Global Management, LLC | 14,698 | $669.5K | 0.12% | +14,698 | New |
| Bahl & Gaynor Inc | 14,689 | $669.1K | 0.00% | +234+1.6% | Added |
| Walter & Keenan Financial Consulting Co | 14,673 | $668.4K | 0.21% | −284−1.9% | Reduced |
| Hilltop National Bank | 14,667 | $668.1K | 0.21% | +226+1.6% | Added |
| McGowan Group Asset Management, Inc. | 14,596 | $664.9K | 0.09% | +297+2.1% | Added |
| Kendall Capital Management | 14,497 | $660.3K | 0.22% | 00.0% | Unchanged |
| Ossiam | 14,497 | $660.3K | 0.01% | +4,662+47.4% | Added |
| Gilliland Jeter Wealth Management LLC | 14,406 | $656.2K | 0.22% | +40+0.3% | Added |
| Jump Financial, LLC | 14,351 | $653.7K | 0.01% | −18,372−56.1% | Reduced |
| HHM Wealth Advisors, LLC | 14,327 | $652.6K | 0.10% | +7,527+110.7% | Added |
| Salvus Wealth Management, LLC | 14,295 | $651.1K | 0.45% | −43−0.3% | Reduced |
| Main Street Group, LTD | 14,141 | $649.6K | 0.27% | +322+2.3% | Added |
| Mission Wealth Management, LP | 14,222 | $647.8K | 0.02% | −9,841−40.9% | Reduced |
| Cozad Asset Management Inc | 14,216 | $647.5K | 0.06% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 14,214 | $647.0K | 0.48% | +20.0% | Added |
| Davis Capital Management | 14,052 | $646.8K | 0.56% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 14,147 | $644.4K | 0.40% | −16−0.1% | Reduced |
| Exchange Bank | 14,113 | $642.9K | 0.55% | −220−1.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 14,093 | $641.9K | 0.12% | +14,093 | New |
| Chicago Capital, LLC | 14,072 | $641.0K | 0.02% | +280+2.0% | Added |
| Castle Rock Wealth Management, LLC | 13,889 | $639.3K | 0.16% | −305−2.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 14,017 | $638.5K | 0.12% | −196−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 14,016 | $638.4K | 0.05% | −1,533−9.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 14,005 | $637.9K | 0.48% | +108+0.8% | Added |
| FNY Investment Advisers, LLC | 14,000 | $637.0K | 0.43% | −24,300−63.4% | Reduced |
| Signature Wealth Management Partners, LLC | 13,963 | $636.0K | 0.48% | −206−1.5% | Reduced |
| Readystate Asset Management LP | 13,953 | $635.6K | 0.03% | +13,953 | New |
| Dover Advisors, LLC | 13,917 | $633.9K | 0.39% | +4,212+43.4% | Added |
| Fiduciary Group LLC | 13,901 | $633.2K | 0.07% | 00.0% | Unchanged |
| Allianz SE | 13,700 | $631.7K | 0.02% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 13,855 | $631.1K | 0.41% | 00.0% | Unchanged |
| FLC Capital Advisors | 13,842 | $630.5K | 0.16% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 13,830 | $629.7K | 0.08% | +13,830 | New |
| Boston Family Office LLC | 13,816 | $629.0K | 0.05% | +600+4.5% | Added |
| Umb Bank N A | 13,774 | $627.4K | 0.01% | −497−3.5% | Reduced |
| Tradition Wealth Management, LLC | 13,762 | $626.9K | 0.06% | −1,612−10.5% | Reduced |
| Kapstone Financial Advisors LLC | 13,759 | $626.7K | 0.41% | −500−3.5% | Reduced |
| Alpha Omega Wealth Management LLC | 13,697 | $623.9K | 0.12% | −90−0.7% | Reduced |
| Westwood Holdings Group Inc. | 13,695 | $623.8K | 0.00% | +20.0% | Added |
| Camden Capital, LLC | 13,664 | $622.4K | 0.05% | +213+1.6% | Added |
| Samalin Investment Counsel, LLC | 13,644 | $621.5K | 0.29% | −648−4.5% | Reduced |
| Cornerstone Advisory, LLC | 13,609 | $619.9K | 0.09% | −456−3.2% | Reduced |
| Ti-Trust, Inc | 13,589 | $619.0K | 0.48% | 00.0% | Unchanged |
| Columbia Asset Management | 13,570 | $618.0K | 0.12% | −1,510−10.0% | Reduced |
| Flputnam Investment Management Co | 13,462 | $613.2K | 0.01% | +190+1.4% | Added |
| International Private Wealth Advisors LLC | 13,446 | $612.5K | 1.03% | +7,778+137.2% | Added |
| Principle Wealth Partners LLC | 13,438 | $612.1K | 0.05% | +216+1.6% | Added |
| Elevated Capital Advisors, LLC | 13,416 | $611.1K | 0.17% | +13,416 | New |
| Ellsworth Advisors, LLC | 13,407 | $610.7K | 0.17% | +1,192+9.8% | Added |
| Forum Financial Management, LP | 13,367 | $608.9K | 0.01% | +2,473+22.7% | Added |
| Raab & Moskowitz Asset Management LLC | 13,356 | $608.4K | 0.17% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 13,356 | $608.4K | 0.11% | +13,356 | New |