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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 10,938 | $498.2K | 0.07% | +1,519+16.1% | Added |
| Modern Wealth Management, LLC | 10,924 | $497.6K | 0.04% | +2,345+27.3% | Added |
| TrueMark Investments, LLC | 10,921 | $497.5K | 0.17% | +10,921 | New |
| Sowa Financial Group, Inc. | 10,906 | $497.0K | 0.38% | +254+2.4% | Added |
| Procyon Private Wealth Partners, LLC | 10,865 | $494.9K | 0.04% | +1,492+15.9% | Added |
| Golden State Equity Partners | 10,858 | $494.6K | 0.10% | +10,858 | New |
| TFC Financial Management | 10,848 | $494.1K | 0.09% | +23+0.2% | Added |
| Wealth Quarterback LLC | 10,810 | $492.4K | 0.28% | +3,276+43.5% | Added |
| Aveo Capital Partners, LLC | 10,804 | $492.1K | 0.06% | −1,739−13.9% | Reduced |
| Eisler Capital (US) LLC | 10,801 | $492.0K | 0.09% | +10,801 | New |
| Lake Street Advisors Group, LLC | 10,564 | $491.6K | 0.02% | +864+8.9% | Added |
| Aprio Wealth Management, LLC | 10,761 | $490.2K | 0.09% | +4,358+68.1% | Added |
| Wealth Architects, LLC | 10,755 | $489.9K | 0.06% | +44+0.4% | Added |
| Fee-Only Financial Planning, L.C. | 10,753 | $489.8K | 0.33% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,752 | $489.8K | 0.02% | −1,792−14.3% | Reduced |
| TRUE Private Wealth Advisors | 10,711 | $487.9K | 0.06% | −3,968−27.0% | Reduced |
| St. Louis Trust Co | 10,700 | $487.4K | 0.07% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 10,473 | $486.9K | 0.05% | −153−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 10,656 | $485.4K | 0.04% | −8,149−43.3% | Reduced |
| Grimes & Company, Inc. | 10,653 | $485.2K | 0.01% | +370+3.6% | Added |
| Perritt Capital Management Inc | 10,637 | $484.5K | 0.26% | +1,962+22.6% | Added |
| Quadcap Wealth Management, LLC | 10,600 | $482.9K | 0.09% | −45−0.4% | Reduced |
| AdvisorShares Investments LLC | 10,475 | $482.2K | 0.08% | +1,093+11.6% | Added |
| Fishman Jay A Ltd | 10,555 | $480.8K | 0.05% | −100−0.9% | Reduced |
| Mosley Wealth Management | 10,540 | $480.1K | 0.41% | +558+5.6% | Added |
| GeoWealth Management, LLC | 10,516 | $479.0K | 0.02% | +2,535+31.8% | Added |
| Cape Investment Advisory, Inc. | 10,513 | $478.9K | 0.22% | −452−4.1% | Reduced |
| WMS Partners, LLC | 10,509 | $478.7K | 0.03% | +329+3.2% | Added |
| Peak Financial Advisors LLC | 10,475 | $477.1K | 0.27% | +85+0.8% | Added |
| SkyOak Wealth, LLC | 10,470 | $476.9K | 0.11% | −140−1.3% | Reduced |
| Shelton Capital Management | 10,466 | $476.7K | 0.01% | −900−7.9% | Reduced |
| Gladstone Institutional Advisory LLC | 10,422 | $474.7K | 0.02% | +117+1.1% | Added |
| Meritage Portfolio Management | 10,413 | $474.0K | 0.03% | +416+4.2% | Added |
| Monarch Capital Management Inc | 10,187 | $473.2K | 0.14% | −122−1.2% | Reduced |
| Rodgers Brothers Inc. | 10,381 | $472.9K | 0.06% | +21+0.2% | Added |
| Wealth Group, Ltd. | 10,359 | $472.0K | 0.34% | −845−7.5% | Reduced |
| Terry L. Blaker | 10,362 | $472.0K | 0.02% | +10,362 | New |
| Cheviot Value Management, LLC | 10,360 | $471.9K | 0.09% | −234−2.2% | Reduced |
| Vectors Research Management, LLC | 10,340 | $471.0K | 0.14% | −31−0.3% | Reduced |
| Foster Group, Inc. | 10,316 | $469.9K | 0.02% | +594+6.1% | Added |
| Journey Strategic Wealth LLC | 10,304 | $469.3K | 0.02% | −119−1.1% | Reduced |
| MidWestOne Financial Group, Inc. | 10,294 | $468.9K | 0.08% | +85+0.8% | Added |
| Adviser Investments LLC | 10,283 | $468.4K | 0.01% | +6+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,217 | $465.4K | 0.08% | +33+0.3% | Added |
| Cladis Investment Advisory, LLC | 10,214 | $465.2K | 0.34% | −111−1.1% | Reduced |
| KMG Fiduciary Partners, LLC | 10,207 | $464.9K | 0.05% | +315+3.2% | Added |
| San Luis Wealth Advisors LLC | 10,126 | $461.0K | 0.11% | +40.0% | Added |
| Bangor Savings Bank | 10,092 | $459.7K | 0.05% | −7−0.1% | Reduced |
| Atlas Brown,Inc. | 10,091 | $459.6K | 0.16% | −539−5.1% | Reduced |
| Symphony Financial Services, Inc. | 9,416 | $458.6K | 0.40% | +9,416 | New |
| Schnieders Capital Management LLC | 10,062 | $458.3K | 0.09% | +500+5.2% | Added |
| Burns Matteson Capital Management, LLC | 10,026 | $456.7K | 0.29% | −1,086−9.8% | Reduced |
| Parcion Private Wealth LLC | 10,015 | $456.2K | 0.04% | −47−0.5% | Reduced |
| One Wealth Advisors, LLC | 9,045 | $456.1K | 0.10% | +98+1.1% | Added |
| State Farm Mutual Automobile Insurance Co | 10,000 | $455.5K | 0.00% | 00.0% | Unchanged |
| Icapital Wealth LLC | 10,000 | $455.5K | 0.25% | +10,000 | New |
| MSH Capital Advisors LLC | 9,977 | $454.5K | 0.15% | −297−2.9% | Reduced |
| V2 Financial group LLC | 8,978 | $453.7K | 0.30% | −1,188−11.7% | Reduced |
| KCM Investment Advisors LLC | 9,949 | $453.2K | 0.02% | −300−2.9% | Reduced |
| Howe & Rusling Inc | 9,947 | $453.1K | 0.04% | −933−8.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,910 | $451.4K | 0.31% | −1,120−10.2% | Reduced |
| Strategic Advisors LLC | 9,905 | $451.2K | 0.09% | −32−0.3% | Reduced |
| Parkside Financial Bank & Trust | 9,901 | $451.0K | 0.07% | −209−2.1% | Reduced |
| Guardian Capital Advisors LP | 9,600 | $450.5K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 9,836 | $448.0K | 0.08% | −290−2.9% | Reduced |
| Conning Inc. | 9,794 | $446.1K | 0.02% | +219+2.3% | Added |
| Cobblestone Asset Management LLC | 9,791 | $446.0K | 0.29% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 9,788 | $445.8K | 0.10% | −1,000−9.3% | Reduced |
| TFB Advisors LLC | 9,785 | $445.7K | 0.15% | +86+0.9% | Added |
| Avaii Wealth Management, LLC | 9,753 | $444.3K | 0.25% | −1,479−13.2% | Reduced |
| Montecito Bank & Trust | 9,741 | $443.7K | 0.09% | −90−0.9% | Reduced |
| Heritage Wealth Management, Inc. | 9,610 | $443.0K | 0.15% | +9,610 | New |
| Loomis Sayles & Co L P | 9,734 | $443.0K | 0.00% | −262−2.6% | Reduced |
| Anchor Investment Management, LLC | 9,696 | $441.7K | 0.05% | +708+7.9% | Added |
| Teamwork Financial Advisors, LLC | 9,674 | $440.7K | 0.07% | −1,041−9.7% | Reduced |
| CFO4Life Group, LLC | 9,643 | $439.2K | 0.08% | +620+6.9% | Added |
| Edge Capital Group, LLC | 9,622 | $438.3K | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 9,600 | $437.3K | 0.01% | +2,330+32.0% | Added |
| Hardin Capital Partners, LLC | 9,593 | $437.0K | 0.29% | +9,593 | New |
| Mather Group, LLC. | 10,011 | $436.7K | 0.01% | +4,110+69.6% | Added |
| Hendershot Investments Inc. | 9,586 | $436.6K | 0.06% | −100−1.0% | Reduced |
| Orca Investment Management, LLC | 9,584 | $436.6K | 0.42% | +24+0.3% | Added |
| Jackson Hole Capital Partners, LLC | 9,558 | $435.4K | 0.10% | −1,044−9.8% | Reduced |
| Symmetry Partners, LLC | 9,539 | $435.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9,533 | $434.2K | 0.16% | −4,912−34.0% | Reduced |
| EverSource Wealth Advisors, LLC | 8,813 | $431.9K | 0.03% | +2,993+51.4% | Added |
| Johnson & White Wealth Management, LLC | 9,437 | $430.0K | 0.41% | +4,860+106.2% | Added |
| Acorn Wealth Advisors, LLC | 9,421 | $429.1K | 0.21% | +115+1.2% | Added |
| Court Place Advisors, LLC | 9,420 | $429.1K | 0.13% | −405−4.1% | Reduced |
| Bedel Financial Consulting, Inc. | 9,388 | $427.6K | 0.06% | −54−0.6% | Reduced |
| Advisor OS, LLC | 9,343 | $425.6K | 0.05% | +113+1.2% | Added |
| Cutter & CO Brokerage, Inc. | 9,339 | $425.4K | 0.10% | −122−1.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 9,290 | $423.2K | 0.12% | −769−7.6% | Reduced |
| Centennial Bank | 9,275 | $422.5K | 0.21% | −439−4.5% | Reduced |
| Titleist Asset Management, LLC | 9,274 | $422.4K | 0.06% | +675+7.8% | Added |
| Home Federal Bank of Tennessee | 9,265 | $422.0K | 0.13% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9,254 | $421.5K | 0.08% | +392+4.4% | Added |
| C2C Wealth Management, LLC | 9,252 | $421.4K | 0.41% | 00.0% | Unchanged |
| Washington Trust Co | 9,218 | $419.9K | 0.02% | +91+1.0% | Added |
| Tocqueville Asset Management L.P. | 9,206 | $419.3K | 0.01% | +40.0% | Added |