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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| ERn Financial, LLC | 7,481 | $340.8K | 0.06% | −951−11.3% | Reduced |
| Callahan Advisors, LLC | 7,448 | $339.3K | 0.04% | −141−1.9% | Reduced |
| Register Financial Advisors LLC | 7,430 | $338.4K | 0.17% | +674+10.0% | Added |
| Northcape Wealth Management, LLC | 7,421 | $338.0K | 0.12% | +2,539+52.0% | Added |
| King Wealth | 7,388 | $337.0K | 0.06% | +19+0.3% | Added |
| Allen Capital Group, LLC | 7,391 | $336.6K | 0.05% | +585+8.6% | Added |
| Dorsey & Whitney Trust CO LLC | 7,384 | $336.3K | 0.02% | −1,110−13.1% | Reduced |
| Equitable Trust Co | 7,379 | $336.1K | 0.02% | −519−6.6% | Reduced |
| Fidelity D & D Bancorp Inc | 7,366 | $335.5K | 0.25% | −650−8.1% | Reduced |
| Krane Funds Advisors LLC | 7,352 | $334.9K | 0.01% | +7,352 | New |
| TrinityPoint Wealth, LLC | 7,347 | $334.7K | 0.05% | +218+3.1% | Added |
| Alliance Wealth Advisors, LLC | 7,347 | $334.7K | 0.21% | −1,261−14.6% | Reduced |
| Premier Path Wealth Partners, LLC | 7,326 | $333.7K | 0.06% | +1,181+19.2% | Added |
| ETF Store, Inc. | 7,311 | $333.0K | 0.34% | −14,344−66.2% | Reduced |
| Jefferies Financial Group Inc. | 7,306 | $332.8K | 0.01% | +7,306 | New |
| Orion Investment Co | 7,301 | $332.6K | 0.13% | +7,301 | New |
| Smith Anglin Financial, LLC | 7,280 | $331.6K | 0.03% | −215−2.9% | Reduced |
| Howland Capital Management LLC | 7,109 | $330.8K | 0.02% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,247 | $330.1K | 0.01% | −2,399−24.9% | Reduced |
| Gentry Private Wealth, LLC | 7,243 | $329.9K | 0.29% | +7,243 | New |
| Smith Shellnut Wilson LLC | 7,240 | $329.8K | 0.16% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 6,889 | $328.8K | 0.22% | +234+3.5% | Added |
| Washington Trust Advisors, Inc. | 7,218 | $328.8K | 0.03% | −2,800−27.9% | Reduced |
| EPG Wealth Management LLC | 0 | $328.5K | 0.08% | −7,189−100.0% | Reduced |
| Edgestream Partners, L.P. | 7,211 | $328.5K | 0.02% | −39,111−84.4% | Reduced |
| Raleigh Capital Management Inc. | 7,203 | $328.1K | 0.14% | −2,518−25.9% | Reduced |
| Yarger Wealth Strategies, LLC | 7,179 | $327.0K | 0.20% | +179+2.6% | Added |
| Taylor Financial Group, Inc. | 7,174 | $326.8K | 0.25% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 7,000 | $325.7K | 0.18% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 7,141 | $325.3K | 0.22% | −1,194−14.3% | Reduced |
| Sage Private Wealth Group, LLC | 7,137 | $325.1K | 0.27% | −1,311−15.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,135 | $325.0K | 0.02% | +1,112+18.5% | Added |
| Gunn & Co Investment Management, Inc. | 7,135 | $325.0K | 0.02% | +7,135 | New |
| Community Trust & Investment Co | 7,130 | $324.8K | 0.02% | 00.0% | Unchanged |
| Renaissance Group LLC | 7,125 | $324.5K | 0.01% | +288+4.2% | Added |
| GYL Financial Synergies, LLC | 7,122 | $324.4K | 0.03% | +233+3.4% | Added |
| First Business Financial Services, Inc. | 7,116 | $324.1K | 0.03% | −1,000−12.3% | Reduced |
| Heritage Wealth Management, LLC | 7,110 | $323.9K | 0.18% | −55−0.8% | Reduced |
| Heritage Family Offices, LLP | 7,110 | $323.9K | 0.18% | +7,110 | New |
| Claro Advisors LLC | 7,076 | $322.3K | 0.05% | +898+14.5% | Added |
| Delta Investment Management, LLC | 7,064 | $321.8K | 0.07% | +198+2.9% | Added |
| Summit Wealth Partners, LLC | 7,037 | $320.5K | 0.07% | +27+0.4% | Added |
| Smallwood Wealth Investment Management, LLC | 7,022 | $319.9K | 0.25% | −1,876−21.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,016 | $319.6K | 0.06% | +46+0.7% | Added |
| Fortis Group Advisors, LLC | 6,988 | $318.3K | 0.06% | +6,283+891.2% | Added |
| Safeguard Investment Advisory Group, LLC | 6,950 | $316.6K | 0.10% | +6,950 | New |
| Blue Chip Partners, Inc. | 6,941 | $316.2K | 0.03% | −262−3.6% | Reduced |
| DRW Securities, LLC | 6,937 | $315.5K | 0.02% | −9,263−57.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 6,925 | $315.4K | 0.08% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 6,912 | $314.9K | 0.07% | +921+15.4% | Added |
| SevenBridge Financial Group, LLC | 6,347 | $314.1K | 0.07% | +6,347 | New |
| Investment Advisory Group, LLC | 6,851 | $312.1K | 0.12% | +235+3.6% | Added |
| Plancorp, LLC | 6,839 | $311.5K | 0.01% | −687−9.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 6,818 | $310.6K | 0.01% | −12,946−65.5% | Reduced |
| American National Bank | 6,804 | $309.9K | 0.04% | +1,544+29.4% | Added |
| CAP Partners, LLC | 6,802 | $309.8K | 0.25% | +119+1.8% | Added |
| First Financial Bank - Trust Division | 6,789 | $309.2K | 0.03% | −528−7.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,787 | $309.2K | 0.11% | 00.0% | Unchanged |
| Tompkins Financial Corp | 6,772 | $308.5K | 0.03% | +520+8.3% | Added |
| Prairiewood Capital, LLC | 6,771 | $308.4K | 0.15% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,740 | $307.0K | 0.01% | −159−2.3% | Reduced |
| Centerpoint Advisors, LLC | 6,750 | $307.0K | 0.11% | −503−6.9% | Reduced |
| Capital Analysts, LLC | 6,679 | $305.0K | 0.01% | −61−0.9% | Reduced |
| Fiduciary Financial Group, LLC | 6,339 | $304.5K | 0.07% | +6,339 | New |
| WealthPlan Investment Management, LLC | 6,661 | $303.4K | 0.05% | −976−12.8% | Reduced |
| Charles Schwab Trust Co | 6,656 | $303.2K | 0.03% | +692+11.6% | Added |
| MV Capital Management, Inc. | 6,655 | $303.1K | 0.03% | +106+1.6% | Added |
| Peregrine Asset Advisers, Inc. | 6,595 | $300.4K | 0.12% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 6,588 | $300.1K | 0.02% | +1,929+41.4% | Added |
| Interchange Capital Partners, LLC | 6,585 | $299.9K | 0.11% | +6,585 | New |
| Linscomb & Williams, Inc. | 6,580 | $299.7K | 0.02% | −1,074−14.0% | Reduced |
| Lifeworks Advisors, LLC | 6,575 | $299.5K | 0.08% | +349+5.6% | Added |
| Pacitti Group Inc. | 6,506 | $298.7K | 0.16% | +10.0% | Added |
| Midland Wealth Advisors LLC | 6,557 | $298.7K | 0.02% | +6,557 | New |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $296.1K | 0.09% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 6,496 | $295.9K | 0.14% | −10,364−61.5% | Reduced |
| Peoples Financial Services Corp. | 6,497 | $295.9K | 0.13% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 6,459 | $294.2K | 0.13% | −279−4.1% | Reduced |
| Wendell David Associates Inc | 6,450 | $294.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 6,444 | $293.5K | 0.10% | −895−12.2% | Reduced |
| LJI Wealth Management, LLC | 6,436 | $293.2K | 0.06% | +100+1.6% | Added |
| Quintet Private Bank (Europe) S.A. | 5,524 | $292.8K | 0.02% | −373−6.3% | Reduced |
| Summit X, LLC | 6,397 | $292.5K | 0.07% | +501+8.5% | Added |
| PFG Advisors | 6,415 | $292.2K | 0.02% | −367−5.4% | Reduced |
| Arden Trust Co | 6,402 | $291.6K | 0.04% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 6,396 | $291.3K | 0.10% | +415+6.9% | Added |
| Blueprint Investment Partners LLC | 6,381 | $290.7K | 0.06% | +6,381 | New |
| Barlow Wealth Partners, Inc. | 5,874 | $290.3K | 0.04% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 6,322 | $288.0K | 0.11% | −9−0.1% | Reduced |
| Bouchey Financial Group Ltd | 6,281 | $287.0K | 0.03% | −1,822−22.5% | Reduced |
| Vicus Capital | 6,294 | $286.7K | 0.03% | +309+5.2% | Added |
| West Bancorporation Inc | 6,279 | $286.0K | 0.21% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 6,140 | $286.0K | 0.04% | −250−3.9% | Reduced |
| Carson Advisory Inc. | 6,276 | $285.8K | 0.20% | −67−1.1% | Reduced |
| Fundamentun, LLC | 6,253 | $284.8K | 0.02% | +374+6.4% | Added |
| Resonant Capital Advisors, LLC | 6,113 | $284.3K | 0.02% | +487+8.7% | Added |
| Lane & Associates LLC | 6,214 | $283.1K | 0.17% | −340−5.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,206 | $283.0K | 0.14% | −328−5.0% | Reduced |
| Firethorn Wealth Partners, LLC | 6,187 | $281.8K | 0.16% | +99+1.6% | Added |
| Augustine Asset Management Inc | 6,172 | $281.1K | 0.11% | 00.0% | Unchanged |