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 |
|---|---|---|---|---|---|
| First American Trust, FSB | 6,169 | $281.0K | 0.03% | +46+0.8% | Added |
| Consolidated Portfolio Review Corp | 6,139 | $279.6K | 0.07% | +6,139 | New |
| Northeast Financial Group, Inc. | 6,133 | $279.4K | 0.12% | 00.0% | Unchanged |
| TSFG, LLC | 6,121 | $279.0K | 0.07% | +11+0.2% | Added |
| Keeley-Teton Advisors, LLC | 6,120 | $278.8K | 0.04% | 00.0% | Unchanged |
| Prostatis Group LLC | 6,115 | $278.5K | 0.10% | +470+8.3% | Added |
| RFP Financial Group LLC | 6,106 | $278.1K | 0.10% | −914−13.0% | Reduced |
| Chicago Trust Co NA | 6,105 | $278.1K | 0.06% | −837−12.1% | Reduced |
| Compton Financial Group, LLC | 6,100 | $277.9K | 0.09% | +806+15.2% | Added |
| Silvant Capital Management LLC | 5,966 | $277.6K | 0.01% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 6,094 | $277.6K | 0.05% | −561−8.4% | Reduced |
| Wambolt & Associates, LLC | 6,024 | $277.3K | 0.08% | +15+0.2% | Added |
| Maia Wealth LLC | 5,810 | $277.2K | 0.08% | +5,810 | New |
| Defender Capital, LLC. | 6,086 | $277.2K | 0.09% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,082 | $277.0K | 0.02% | −889−12.8% | Reduced |
| Towerpoint Wealth, LLC | 6,076 | $276.8K | 0.14% | +38+0.6% | Added |
| 1st Source Bank | 6,074 | $276.7K | 0.02% | +747+14.0% | Added |
| Nicolet Bankshares Inc | 6,074 | $276.7K | 0.07% | +964+18.9% | Added |
| Mill Creek Capital Advisors, LLC | 6,070 | $276.5K | 0.01% | +272+4.7% | Added |
| Roundview Capital LLC | 6,053 | $275.7K | 0.02% | +6,053 | New |
| TD Private Client Wealth LLC | 6,050 | $275.6K | 0.01% | +582+10.6% | Added |
| Robertson Stephens Wealth Management, LLC | 5,920 | $275.5K | 0.01% | −1,336−18.4% | Reduced |
| Byrne Asset Management LLC | 6,050 | $275.0K | 0.20% | −925−13.3% | Reduced |
| RS Crum Inc. | 6,038 | $275.0K | 0.07% | −767−11.3% | Reduced |
| Hall Capital Management Co Inc | 6,025 | $274.4K | 0.13% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 6,023 | $274.3K | 0.08% | −229−3.7% | Reduced |
| Seven Mile Advisory | 6,006 | $273.6K | 0.20% | +6,006 | New |
| Mezzasalma Advisors, LLC | 6,004 | $273.5K | 0.12% | +6,004 | New |
| Gratus Wealth Advisors, LLC | 5,510 | $272.5K | 0.05% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,970 | $271.9K | 0.11% | −75−1.2% | Reduced |
| Monticello Wealth Management, LLC | 5,966 | $271.8K | 0.03% | +14+0.2% | Added |
| Tandem Investment Advisors, Inc. | 5,921 | $270.0K | 0.01% | −165−2.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,927 | $270.0K | 0.13% | −345−5.5% | Reduced |
| First County Bank | 5,912 | $269.3K | 0.14% | −464−7.3% | Reduced |
| Center for Financial Planning, Inc. | 5,899 | $268.7K | 0.04% | −85−1.4% | Reduced |
| Emprise Bank | 5,895 | $268.5K | 0.17% | +1,205+25.7% | Added |
| Schrum Private Wealth Management LLC | 5,895 | $268.5K | 0.24% | 00.0% | Unchanged |
| Fort, L.P. | 5,890 | $268.3K | 0.69% | +419+7.7% | Added |
| SignalPoint Asset Management, LLC | 5,837 | $265.9K | 0.07% | +34+0.6% | Added |
| Howard Financial Services, Ltd. | 5,836 | $265.8K | 0.04% | +35+0.6% | Added |
| Trustmark National Bank Trust Department | 5,815 | $264.9K | 0.02% | −360−5.8% | Reduced |
| Cowa, LLC | 5,797 | $264.1K | 0.14% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 5,785 | $263.5K | 0.18% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 5,784 | $263.5K | 0.14% | +229+4.1% | Added |
| Manchester Financial Inc | 5,750 | $261.9K | 0.06% | 00.0% | Unchanged |
| Connable Office Inc | 5,746 | $261.7K | 0.03% | 00.0% | Unchanged |
| Next Capital Management LLC | 5,700 | $260.7K | 0.11% | +978+20.7% | Added |
| Opal Wealth Advisors, LLC | 5,703 | $259.8K | 0.08% | −469−7.6% | Reduced |
| Ellis Investment Partners, LLC | 5,700 | $259.6K | 0.05% | −1,951−25.5% | Reduced |
| Ervin Investment Management, LLC | 5,700 | $259.6K | 0.18% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 5,692 | $259.3K | 0.03% | −188−3.2% | Reduced |
| Wayfinding Financial, LLC | 5,571 | $259.0K | 0.15% | +461+9.0% | Added |
| SRS Capital Advisors, Inc. | 5,680 | $258.7K | 0.03% | +3,673+183.0% | Added |
| Trustco Bank Corp N Y | 5,673 | $258.4K | 0.27% | −112−1.9% | Reduced |
| Calton & Associates, Inc. | 5,666 | $258.1K | 0.13% | +16+0.3% | Added |
| Kornitzer Capital Management Inc | 5,661 | $257.9K | 0.00% | −169−2.9% | Reduced |
| Princeton Global Asset Management LLC | 5,661 | $257.9K | 0.06% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 5,660 | $257.8K | 0.20% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 5,651 | $257.4K | 0.15% | +5,651 | New |
| Perennial Investment Advisors, LLC | 5,650 | $257.3K | 0.04% | +1,027+22.2% | Added |
| Gladius Capital Management LP | 5,636 | $256.7K | 0.26% | −1,235−18.0% | Reduced |
| Beck Mack & Oliver LLC | 5,629 | $256.4K | 0.01% | −299−5.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,626 | $256.3K | 0.02% | −151−2.6% | Reduced |
| Wellington Wealth Strategies, LLC. | 5,620 | $256.0K | 1.10% | +5,620 | New |
| Bienville Capital Management, LLC | 5,500 | $255.9K | 0.06% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 6,329 | $255.3K | 0.05% | −698−9.9% | Reduced |
| Soltis Investment Advisors LLC | 5,599 | $255.0K | 0.03% | +1,001+21.8% | Added |
| Arrow Financial Corp | 5,550 | $252.8K | 0.02% | −150−2.6% | Reduced |
| CRA Financial Services, LLC | 5,531 | $251.9K | 0.05% | +11+0.2% | Added |
| Fiduciary Family Office, LLC | 5,517 | $251.3K | 0.10% | +137+2.5% | Added |
| Sage Investment Advisers LLC | 5,516 | $251.3K | 0.28% | +23+0.4% | Added |
| Sage Mountain Advisors LLC | 5,504 | $250.7K | 0.02% | −246−4.3% | Reduced |
| Schechter Investment Advisors, LLC | 5,495 | $250.3K | 0.02% | +121+2.3% | Added |
| Smith, Salley & Associates | 5,491 | $250.1K | 0.02% | −546−9.0% | Reduced |
| May Barnhard Investments LLC | 5,484 | $249.8K | 0.13% | +117+2.2% | Added |
| ICA Group Wealth Management, LLC | 5,480 | $249.6K | 0.15% | −13,313−70.8% | Reduced |
| Charter Trust Co | 5,450 | $248.2K | 0.02% | −300−5.2% | Reduced |
| West Coast Financial LLC | 5,450 | $248.2K | 0.03% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 5,450 | $248.2K | 0.21% | +5,450 | New |
| Midwest Financial Group LLC | 5,450 | $248.0K | 0.16% | −75−1.4% | Reduced |
| Letson Investment Management, Inc. | 5,440 | $247.8K | 0.11% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5,440 | $247.8K | 0.15% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5,439 | $247.7K | 0.03% | −29−0.5% | Reduced |
| Great Waters Wealth Management | 5,437 | $247.6K | 0.04% | 00.0% | Unchanged |
| JB Capital LLC | 5,423 | $247.0K | 0.02% | +368+7.3% | Added |
| Trust Point Inc. | 5,420 | $246.9K | 0.02% | −356−6.2% | Reduced |
| Axiom Advisory, LLC | 5,634 | $246.8K | 0.00% | +5,634 | New |
| Legacy Financial Advisors, Inc. | 5,409 | $246.4K | 0.04% | −89−1.6% | Reduced |
| Fort Point Capital Partners LLC | 5,401 | $246.0K | 0.03% | −40−0.7% | Reduced |
| Birch Hill Investment Advisors LLC | 5,400 | $246.0K | 0.01% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 5,391 | $245.6K | 0.09% | −266−4.7% | Reduced |
| West Family Investments, Inc. | 5,388 | $245.4K | 0.07% | +26+0.5% | Added |
| Vestor Capital, LLC | 5,368 | $245.0K | 0.02% | −413−7.1% | Reduced |
| Act Wealth Management, LLC | 5,359 | $244.1K | 0.12% | +191+3.7% | Added |
| 626 Financial, LLC | 5,355 | $243.9K | 0.14% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 5,336 | $243.1K | 0.01% | −439−7.6% | Reduced |
| Univest Financial Corp | 5,330 | $242.8K | 0.07% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 5,328 | $242.7K | 0.04% | −1,200−18.4% | Reduced |
| Hemenway Trust Co LLC | 5,328 | $242.7K | 0.02% | +28+0.5% | Added |
| Stelac Advisory Services LLC | 5,200 | $241.8K | 0.10% | 00.0% | Unchanged |