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 |
|---|---|---|---|---|---|
| Successful Portfolios LLC | 9,203 | $419.2K | 0.29% | −319−3.4% | Reduced |
| Enzi Wealth | 9,041 | $416.8K | 0.18% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9,136 | $416.2K | 0.03% | +4,444+94.7% | Added |
| Bristlecone Advisors, LLC | 9,117 | $415.3K | 0.04% | +677+8.0% | Added |
| Armstrong Advisory Group, Inc | 9,116 | $415.3K | 0.04% | +180+2.0% | Added |
| Indie Asset Partners, LLC | 9,116 | $415.2K | 0.33% | −18−0.2% | Reduced |
| Oakworth Capital, Inc. | 9,100 | $414.5K | 0.03% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 9,091 | $414.1K | 0.03% | −2,994−24.8% | Reduced |
| Sterling Investment Counsel, LLC | 9,081 | $413.6K | 0.16% | −21−0.2% | Reduced |
| Wealth Alliance | 9,065 | $412.9K | 0.05% | +460+5.3% | Added |
| Skyline Advisors, Inc. | 9,055 | $412.5K | 0.18% | −81−0.9% | Reduced |
| Baader Bank INC | 9,294 | $412.4K | 0.03% | +1,294+16.2% | Added |
| BCJ Capital Management, LLC | 9,052 | $412.3K | 0.03% | +1,360+17.7% | Added |
| Staley Capital Advisers Inc | 9,043 | $411.9K | 0.02% | −35−0.4% | Reduced |
| Pearl River Capital, LLC | 9,028 | $411.2K | 0.07% | −15,340−63.0% | Reduced |
| Midwest Heritage Bank, FSB | 9,025 | $411.1K | 0.21% | +875+10.7% | Added |
| NJ State Employees Deferred Compensation Plan | 9,000 | $409.9K | 0.05% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 8,990 | $409.5K | 0.22% | −943−9.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $408.5K | 0.10% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8,968 | $408.5K | 0.04% | +1,669+22.9% | Added |
| Accredited Investors Inc. | 8,961 | $408.2K | 0.03% | +20.0% | Added |
| Clark Financial Services Group Inc | 8,920 | $407.0K | 0.43% | −40.0% | Reduced |
| Gries Financial LLC | 8,935 | $407.0K | 0.08% | +2,752+44.5% | Added |
| Avestar Capital, LLC | 8,925 | $406.5K | 0.04% | +2,050+29.8% | Added |
| Greatmark Investment Partners, Inc. | 8,924 | $406.5K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 8,863 | $403.7K | 0.10% | −152−1.7% | Reduced |
| Wellington Shields & Co., LLC | 8,807 | $401.2K | 0.13% | 00.0% | Unchanged |
| Davis R M Inc | 8,775 | $399.7K | 0.01% | +988+12.7% | Added |
| Duncker Streett & Co Inc | 8,773 | $399.6K | 0.08% | −528−5.7% | Reduced |
| Montag A & Associates Inc | 8,551 | $397.9K | 0.02% | −1,069−11.1% | Reduced |
| Atomi Financial Group, Inc. | 8,715 | $397.0K | 0.03% | +2,762+46.4% | Added |
| Twin City Private Wealth, LLC | 8,532 | $396.9K | 0.37% | −115−1.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,713 | $396.9K | 0.04% | +1,237+16.5% | Added |
| Callan Capital, LLC | 8,655 | $394.2K | 0.03% | +1,652+23.6% | Added |
| Stablepoint Partners, LLC | 7,802 | $394.2K | 0.08% | −1,000−11.4% | Reduced |
| PDS Planning, Inc | 8,654 | $394.2K | 0.04% | +893+11.5% | Added |
| Tradewinds, LLC. | 8,604 | $391.9K | 0.12% | +8,604 | New |
| LRI Investments, LLC | 8,582 | $390.9K | 0.04% | +1,864+27.7% | Added |
| IFG Advisors, LLC | 8,525 | $388.3K | 0.09% | 00.0% | Unchanged |
| Burney Co | 8,507 | $387.5K | 0.01% | −3,748−30.6% | Reduced |
| Gerber, LLC | 8,505 | $387.4K | 0.30% | +30.0% | Added |
| Stephens Consulting, LLC | 8,502 | $387.3K | 0.11% | +136+1.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,478 | $386.2K | 0.06% | −192−2.2% | Reduced |
| Alera Investment Advisors, LLC | 8,478 | $386.2K | 0.05% | +8,478 | New |
| SFMG, LLC | 8,455 | $385.1K | 0.03% | −179−2.1% | Reduced |
| Farmers Trust Co | 8,434 | $384.2K | 0.08% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 8,413 | $383.2K | 0.04% | −726−7.9% | Reduced |
| Sym Financial Corp | 8,406 | $382.9K | 0.06% | +8,406 | New |
| Investors Research Corp | 8,369 | $381.2K | 0.09% | −1,100−11.6% | Reduced |
| Birmingham Capital Management Co Inc | 8,363 | $380.9K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Group | 8,361 | $380.8K | 0.14% | +423+5.3% | Added |
| Cravens & Co Advisors, LLC | 8,347 | $380.2K | 0.28% | +384+4.8% | Added |
| WBH Advisory Inc | 8,338 | $379.8K | 0.04% | −37−0.4% | Reduced |
| Prossimo Advisors, LLC | 8,288 | $378.0K | 0.34% | +1,560+23.2% | Added |
| Cohen Investment Advisors LLC | 8,967 | $377.1K | 0.30% | +1,217+15.7% | Added |
| Vivaldi Capital Management, LLC | 8,275 | $376.9K | 0.11% | +150+1.8% | Added |
| Secure Asset Management, LLC | 8,259 | $376.2K | 0.07% | +8,259 | New |
| Financial Perspectives, Inc | 8,229 | $374.8K | 0.14% | +78+1.0% | Added |
| SP Asset Management LLC | 8,211 | $374.0K | 0.03% | +204+2.5% | Added |
| Holderness Investments Co | 8,162 | $371.8K | 0.09% | −74−0.9% | Reduced |
| Old Second National Bank of Aurora | 8,161 | $371.7K | 0.10% | +92+1.1% | Added |
| Cobblestone Capital Advisors LLC | 8,148 | $371.1K | 0.02% | −595−6.8% | Reduced |
| Voya Financial Advisors, Inc. | 8,160 | $371.0K | 0.04% | +10+0.1% | Added |
| Sovereign Financial Group, Inc. | 8,142 | $370.9K | 0.09% | +49+0.6% | Added |
| Platform Technology Partners | 8,141 | $370.8K | 0.13% | +8,141 | New |
| DDFG, Inc | 8,129 | $370.3K | 0.11% | +8,129 | New |
| DGS Capital Management, LLC | 8,099 | $368.9K | 0.10% | +2,028+33.4% | Added |
| Strait & Sound Wealth Management LLC | 8,095 | $368.7K | 0.19% | −1,195−12.9% | Reduced |
| Armistice Capital, LLC | 8,051 | $366.7K | 0.01% | +8,051 | New |
| Belmont Capital, LLC | 8,014 | $365.0K | 0.07% | −5,000−38.4% | Reduced |
| Sciencast Management LP | 8,007 | $364.7K | 0.13% | +8,007 | New |
| Reaves W H & Co Inc | 8,000 | $364.0K | 0.01% | 00.0% | Unchanged |
| Sentry LLC | 7,987 | $363.8K | 0.07% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 7,975 | $363.3K | 0.03% | +342+4.5% | Added |
| Manchester Capital Management LLC | 7,971 | $363.1K | 0.04% | +1,423+21.7% | Added |
| Councilmark Asset Management, LLC | 7,966 | $362.9K | 0.26% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 7,925 | $361.0K | 0.01% | −25−0.3% | Reduced |
| Well Done, LLC | 7,903 | $360.0K | 0.07% | +1,485+23.1% | Added |
| Vantage Consulting Group Inc | 7,885 | $359.2K | 0.27% | −627−7.4% | Reduced |
| Marshall Financial Group LLC | 7,884 | $359.1K | 0.10% | +7,884 | New |
| AlphaStar Capital Management, LLC | 7,869 | $358.4K | 0.03% | +546+7.5% | Added |
| Harvey Investment Co LLC | 7,833 | $357.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,785 | $354.6K | 0.03% | +7,785 | New |
| Droms Strauss Advisors Inc | 7,764 | $354.0K | 0.13% | −2,588−25.0% | Reduced |
| Bank Ozk | 7,765 | $353.7K | 0.15% | −235−2.9% | Reduced |
| Holland Advisory Services, Inc. | 7,710 | $351.2K | 0.43% | +161+2.1% | Added |
| Whalerock Point Partners, LLC | 7,702 | $350.8K | 0.09% | 00.0% | Unchanged |
| Optimum Investment Advisors | 7,676 | $349.6K | 0.16% | −1,000−11.5% | Reduced |
| Schmidt P J Investment Management Inc | 7,658 | $348.8K | 0.06% | −2,848−27.1% | Reduced |
| Evanson Asset Management, LLC | 7,656 | $348.7K | 0.03% | −51−0.7% | Reduced |
| First Western Trust Bank | 7,656 | $348.7K | 0.02% | −512−6.3% | Reduced |
| Hills Bank & Trust Co | 7,646 | $348.3K | 0.03% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 7,603 | $346.3K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7,571 | $344.9K | 0.06% | −2,037−21.2% | Reduced |
| Cypress Wealth Services, LLC | 7,567 | $344.7K | 0.08% | +470+6.6% | Added |
| Catalina Capital Group, LLC | 7,558 | $344.3K | 0.13% | +7,558 | New |
| Harbour Trust & Investment Management Co | 7,547 | $343.8K | 0.04% | −952−11.2% | Reduced |
| Ci Investments Inc. | 7,526 | $343.0K | 0.00% | +41+0.5% | Added |
| Shulman DeMeo Asset Management LLC | 7,501 | $341.7K | 0.09% | −898−10.7% | Reduced |
| Pure Financial Advisors, Inc. | 7,497 | $341.5K | 0.01% | +56+0.8% | Added |