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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 13,335 | $607.4K | 0.09% | +930+7.5% | Added |
| Moser Wealth Advisors, LLC | 13,333 | $607.3K | 0.33% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 13,317 | $606.6K | 0.09% | −63,353−82.6% | Reduced |
| D'Orazio & Associates, Inc. | 13,299 | $605.8K | 0.09% | +3,945+42.2% | Added |
| MCF Advisors LLC | 13,022 | $604.5K | 0.05% | +145+1.1% | Added |
| Neville Rodie & Shaw Inc | 13,225 | $602.0K | 0.05% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 13,200 | $601.3K | 0.18% | +2,423+22.5% | Added |
| Bill Few Associates, Inc. | 13,193 | $600.9K | 0.23% | −5,034−27.6% | Reduced |
| LS Investment Advisors, LLC | 13,188 | $600.7K | 0.09% | +30+0.2% | Added |
| Pensionmark Financial Group, LLC | 13,184 | $600.5K | 0.04% | +8,514+182.3% | Added |
| Tevis Investment Management | 12,866 | $598.7K | 0.48% | +100+0.8% | Added |
| Marco Investment Management LLC | 13,093 | $596.4K | 0.05% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 13,092 | $596.3K | 0.01% | −37,565−74.2% | Reduced |
| Rogco, LP | 13,053 | $594.6K | 0.24% | +1,204+10.2% | Added |
| Prosperity Consulting Group, LLC | 13,045 | $594.2K | 0.08% | −4,734−26.6% | Reduced |
| Garden State Investment Advisory Services LLC | 13,016 | $593.1K | 0.20% | −1,574−10.8% | Reduced |
| Delta Asset Management LLC | 13,007 | $592.5K | 0.05% | −420−3.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 12,950 | $589.9K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 11,605 | $586.6K | 0.02% | +593+5.4% | Added |
| Northstar Advisory Group, LLC | 12,593 | $585.9K | 0.34% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 12,849 | $585.3K | 0.23% | −67−0.5% | Reduced |
| Loudon Investment Management, LLC | 12,792 | $582.7K | 0.34% | 00.0% | Unchanged |
| Graypoint LLC | 12,766 | $581.5K | 0.04% | +2,263+21.5% | Added |
| 180 Wealth Advisors, LLC | 12,326 | $580.3K | 0.09% | −545−4.2% | Reduced |
| Finer Wealth Management, Inc. | 12,703 | $578.6K | 0.37% | −2,842−18.3% | Reduced |
| Wellington Shields Capital Management, LLC | 12,654 | $576.4K | 0.10% | +1,201+10.5% | Added |
| Spirit of America Management Corp | 12,650 | $576.2K | 0.12% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 12,616 | $574.7K | 0.11% | −1,821−12.6% | Reduced |
| LMCG Investments, LLC | 12,585 | $573.2K | 0.03% | +2,493+24.7% | Added |
| Patten & Patten Inc | 12,547 | $571.5K | 0.04% | −1,746−12.2% | Reduced |
| Intellectus Partners, LLC | 12,263 | $570.8K | 0.16% | −1,505−10.9% | Reduced |
| Quadrant Capital Group LLC | 12,524 | $570.5K | 0.04% | +648+5.5% | Added |
| Congress Wealth Management LLC | 12,501 | $569.5K | 0.01% | +5,467+77.7% | Added |
| Aureus Asset Management, LLC | 12,356 | $562.8K | 0.04% | 00.0% | Unchanged |
| Spinnaker Trust | 12,333 | $561.8K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 12,330 | $561.6K | 0.23% | +12,330 | New |
| Dakota Wealth Management | 12,314 | $561.3K | 0.01% | −405−3.2% | Reduced |
| Diligent Investors, LLC | 12,312 | $560.8K | 0.14% | −491−3.8% | Reduced |
| Farmers & Merchants Investments Inc | 12,306 | $560.5K | 0.02% | +200+1.7% | Added |
| Empower Advisory Group, LLC | 12,253 | $558.1K | 0.00% | +617+5.3% | Added |
| Cassaday & Co Wealth Management LLC | 12,244 | $557.7K | 0.02% | −78−0.6% | Reduced |
| V-Square Quantitative Management LLC | 12,213 | $556.3K | 0.09% | +7,850+179.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,196 | $555.5K | 0.06% | −9,756−44.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 12,165 | $554.1K | 0.11% | +9+0.1% | Added |
| Kapitalo Investimentos Ltda | 12,163 | $554.0K | 0.17% | +6,044+98.8% | Added |
| Wealth Effects LLC | 12,150 | $553.4K | 0.20% | +400+3.4% | Added |
| Gilbert & Cook, Inc. | 12,147 | $553.3K | 0.08% | −739−5.7% | Reduced |
| Diversified Trust Co | 12,128 | $552.4K | 0.02% | −3,592−22.8% | Reduced |
| Marathon Strategic Advisors, LLC | 12,123 | $552.2K | 0.65% | +12,123 | New |
| Advisory Alpha, LLC | 12,121 | $552.1K | 0.02% | +13+0.1% | Added |
| Strategic Blueprint, LLC | 12,086 | $550.5K | 0.04% | +1,198+11.0% | Added |
| SPC Financial, Inc. | 12,066 | $549.6K | 0.05% | −88−0.7% | Reduced |
| Ronald Blue Trust, Inc. | 12,558 | $547.8K | 0.01% | +3,546+39.3% | Added |
| RFG Advisory, LLC | 12,007 | $546.9K | 0.02% | −118−1.0% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 11,991 | $546.2K | 0.39% | +250+2.1% | Added |
| Davidson Trust Co | 11,973 | $545.4K | 0.38% | +11,973 | New |
| Keystone Wealth Services, LLC | 11,947 | $544.2K | 0.17% | +29+0.2% | Added |
| Capital City Trust Co | 11,933 | $543.5K | 0.15% | −650−5.2% | Reduced |
| Evercore Wealth Management, LLC | 11,860 | $540.2K | 0.01% | −500−4.0% | Reduced |
| Brown Miller Wealth Management, LLC | 11,800 | $537.5K | 0.22% | 00.0% | Unchanged |
| Resolute Partners Group | 11,522 | $536.1K | 0.14% | +251+2.2% | Added |
| Essex Savings Bank | 11,766 | $535.8K | 0.14% | +728+6.6% | Added |
| Hazlett, Burt & Watson, Inc. | 11,745 | $535.0K | 0.28% | +9,595+446.3% | Added |
| Occudo Quantitative Strategies LP | 11,743 | $534.9K | 0.09% | +11,743 | New |
| Ted Buchan & Co | 11,710 | $533.4K | 0.29% | +1,641+16.3% | Added |
| Balentine LLC | 11,705 | $533.2K | 0.02% | −23,882−67.1% | Reduced |
| Millennium Capital Advisors, LLC | 11,700 | $532.9K | 0.35% | +100+0.9% | Added |
| Provenance Wealth Advisors, LLC | 11,695 | $532.7K | 0.07% | −300−2.5% | Reduced |
| Waldron Private Wealth LLC | 11,445 | $532.5K | 0.02% | +925+8.8% | Added |
| Taurus Asset Management, LLC | 11,685 | $532.3K | 0.05% | −4,100−26.0% | Reduced |
| Tufton Capital Management | 11,650 | $530.7K | 0.10% | −200−1.7% | Reduced |
| Patton Albertson Miller Group, LLC | 11,593 | $528.1K | 0.08% | −350−2.9% | Reduced |
| United Bank | 11,558 | $526.5K | 0.07% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 11,529 | $525.1K | 0.55% | +6,411+125.3% | Added |
| Romano Brothers and Company | 11,528 | $525.1K | 0.07% | −1,947−14.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 11,525 | $524.9K | 0.19% | +1,737+17.7% | Added |
| Wedmont Private Capital | 10,987 | $524.4K | 0.03% | +2,432+28.4% | Added |
| Main Street Financial Solutions, LLC | 11,479 | $522.9K | 0.05% | +1,621+16.4% | Added |
| Nwam LLC | 11,430 | $520.6K | 0.15% | −303−2.6% | Reduced |
| Cross Staff Investments Inc | 11,391 | $518.9K | 0.43% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 11,378 | $518.0K | 0.01% | 00.0% | Unchanged |
| JT Stratford LLC | 11,360 | $517.4K | 0.10% | −130−1.1% | Reduced |
| NorthStar Asset Management LLC | 11,341 | $516.6K | 0.36% | +146+1.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,708 | $514.3K | 0.00% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 11,276 | $513.6K | 0.12% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 11,269 | $513.3K | 0.11% | +217+2.0% | Added |
| Patriot Investment Management Inc. | 11,238 | $511.9K | 0.04% | +111+1.0% | Added |
| L.M. Kohn & Company | 11,221 | $511.1K | 0.14% | +312+2.9% | Added |
| Herold Advisors, Inc. | 11,196 | $510.1K | 0.12% | +125+1.1% | Added |
| Capital Asset Advisory Services LLC | 10,921 | $510.0K | 0.03% | −3,276−23.1% | Reduced |
| Legacy Advisors, LLC | 10,955 | $509.7K | 0.06% | +1,067+10.8% | Added |
| Silver Oak Securities, Inc | 11,183 | $509.4K | 0.08% | −262−2.3% | Reduced |
| City State Bank | 11,182 | $509.3K | 0.21% | −340−3.0% | Reduced |
| Red Door Wealth Management, LLC | 11,149 | $507.8K | 0.09% | −4,341−28.0% | Reduced |
| PBMares Wealth Management LLC | 11,139 | $507.4K | 0.12% | −1,051−8.6% | Reduced |
| Intrua Financial, LLC | 11,134 | $507.1K | 0.08% | −7,261−39.5% | Reduced |
| Virtue Capital Management, LLC | 10,297 | $506.7K | 0.09% | −614−5.6% | Reduced |
| Lindbrook Capital, LLC | 11,100 | $505.6K | 0.05% | −1,960−15.0% | Reduced |
| Patron Partners Advisors, LLC | 11,063 | $503.9K | 0.30% | −3,905−26.1% | Reduced |
| MBA Advisors LLC | 10,985 | $500.4K | 0.26% | +3,100+39.3% | Added |