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 |
|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 5,291 | $241.0K | 0.03% | −481−8.3% | Reduced |
| Journey Advisory Group, LLC | 5,287 | $240.8K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,277 | $240.4K | 0.02% | +690+15.0% | Added |
| Second Line Capital, LLC | 5,175 | $240.3K | 0.07% | +5,175 | New |
| Novak & Powell Financial Services, Inc. | 5,252 | $239.2K | 0.15% | +9+0.2% | Added |
| FSA Advisors, Inc. | 5,375 | $239.1K | 0.25% | +663+14.1% | Added |
| Steele Capital Management, Inc. | 5,132 | $238.8K | 0.01% | +5,132 | New |
| Financial Advisory Service, Inc. | 5,242 | $238.8K | 0.02% | +41+0.8% | Added |
| Fortitude Advisory Group L.L.C. | 5,228 | $238.1K | 0.14% | −867−14.2% | Reduced |
| Beacon Capital Management, LLC | 5,186 | $236.2K | 0.04% | −3,159−37.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,185 | $236.2K | 0.02% | +40+0.8% | Added |
| HTLF Bank | 5,180 | $235.9K | 0.03% | −59−1.1% | Reduced |
| Mosaic Financial Group, LLC | 5,170 | $235.0K | 0.17% | −89−1.7% | Reduced |
| Pinnacle Bancorp, Inc. | 5,149 | $234.5K | 0.07% | −2,610−33.6% | Reduced |
| Archer Investment Corp | 5,147 | $234.5K | 0.07% | +31+0.6% | Added |
| Proficio Capital Partners LLC | 5,139 | $234.1K | 0.02% | +487+10.5% | Added |
| Smithfield Trust Co | 5,110 | $234.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,127 | $233.5K | 0.04% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 5,124 | $233.4K | 0.14% | −404−7.3% | Reduced |
| OMC Financial Services LTD | 5,126 | $233.0K | 0.11% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 5,108 | $232.7K | 0.14% | +396+8.4% | Added |
| Allstate Corp | 5,106 | $232.6K | 0.02% | +5,106 | New |
| Executive Wealth Management, LLC | 5,097 | $232.2K | 0.04% | −134−2.6% | Reduced |
| Toth Financial Advisory Corp | 5,096 | $232.1K | 0.03% | +10.0% | Added |
| GFS Advisors, LLC | 345 | $232.0K | 0.04% | −4,747−93.2% | Reduced |
| Institute for Wealth Management, LLC. | 5,071 | $231.0K | 0.03% | +9+0.2% | Added |
| Regent Peak Wealth Advisors LLC | 5,062 | $230.6K | 0.06% | −456−8.3% | Reduced |
| Barry Investment Advisors, LLC | 4,950 | $230.3K | 0.08% | +51+1.0% | Added |
| Long Run Wealth Advisors, LLC | 5,056 | $230.3K | 0.06% | +101+2.0% | Added |
| Mairs & Power Inc | 5,046 | $229.8K | 0.00% | +3+0.1% | Added |
| Traphagen Investment Advisors LLC | 5,040 | $229.6K | 0.02% | −18−0.4% | Reduced |
| First United Bank Trust | 5,036 | $229.4K | 0.09% | −700−12.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,015 | $228.4K | 0.01% | +66+1.3% | Added |
| Frisch Financial Group, Inc. | 5,015 | $228.0K | 0.07% | −1,125−18.3% | Reduced |
| Atlas Wealth Partners, LLC | 4,968 | $228.0K | 0.97% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,002 | $227.8K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 5,000 | $227.8K | 0.11% | 00.0% | Unchanged |
| Forthright Family Wealth Advisory LLC | 5,000 | $227.8K | 0.15% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 4,992 | $227.4K | 0.17% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 4,979 | $226.8K | 0.08% | 00.0% | Unchanged |
| Fragasso Group Inc. | 4,959 | $225.9K | 0.02% | −1,363−21.6% | Reduced |
| Intelligence Driven Advisers, LLC | 4,956 | $225.8K | 0.03% | +4,956 | New |
| Guyasuta Investment Advisors Inc | 5,573 | $224.8K | 0.02% | 00.0% | Unchanged |
| JSF Financial, LLC | 4,924 | $224.3K | 0.07% | −976−16.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,901 | $223.2K | 0.07% | −475−8.8% | Reduced |
| Yacktman Asset Management LP | 4,900 | $223.2K | 0.00% | −900−15.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,846 | $223.0K | 0.11% | +24+0.5% | Added |
| Wheelhouse Advisory Group LLC | 4,838 | $222.8K | 0.16% | +4,838 | New |
| Sonata Capital Group Inc | 4,864 | $222.0K | 0.11% | 00.0% | Unchanged |
| Diversified, LLC | 4,873 | $222.0K | 0.03% | +90+1.9% | Added |
| Morris Retirement Advisors, LLC | 4,854 | $221.1K | 0.13% | +4,854 | New |
| Enterprise Financial Services Corp | 4,854 | $221.1K | 0.14% | −329−6.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 4,851 | $221.0K | 0.05% | +4,851 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,845 | $220.7K | 0.01% | −18−0.4% | Reduced |
| River Street Advisors LLC | 4,839 | $220.4K | 0.14% | −1,555−24.3% | Reduced |
| Richardson Financial Services Inc. | 4,835 | $220.2K | 0.16% | −349−6.7% | Reduced |
| Requisite Capital Management, LLC | 4,724 | $219.8K | 0.05% | −716−13.2% | Reduced |
| Broderick Brian C | 4,822 | $219.6K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,808 | $219.0K | 0.02% | −37−0.8% | Reduced |
| NWF Advisory Services Inc. | 4,806 | $218.9K | 0.03% | +5+0.1% | Added |
| Monetary Management Group Inc | 4,800 | $218.6K | 0.06% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 4,792 | $218.3K | 0.22% | +71+1.5% | Added |
| Northwest Wealth Management, LLC | 4,791 | $218.2K | 0.06% | −159−3.2% | Reduced |
| Concord Wealth Partners | 4,764 | $217.0K | 0.04% | +106+2.3% | Added |
| Founders Financial Securities LLC | 4,761 | $216.8K | 0.02% | +4,761 | New |
| Schaper Benz & Wise Investment Counsel Inc | 4,760 | $216.8K | 0.02% | −1,263−21.0% | Reduced |
| Tarbox Family Office, Inc. | 4,755 | $216.6K | 0.04% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,748 | $216.3K | 0.13% | −178−3.6% | Reduced |
| Angeles Investment Advisors, LLC | 4,739 | $215.9K | 0.01% | −2,368−33.3% | Reduced |
| Webster Bank, N. A. | 4,725 | $215.2K | 0.02% | −238−4.8% | Reduced |
| Ingalls & Snyder LLC | 4,716 | $215.0K | 0.01% | −515−9.8% | Reduced |
| Invst, LLC | 4,665 | $214.7K | 0.02% | −444−8.7% | Reduced |
| Jeppson Wealth Management, LLC | 4,710 | $214.5K | 0.08% | 00.0% | Unchanged |
| First Financial Corp | 4,704 | $214.2K | 0.11% | −374−7.4% | Reduced |
| WealthShield Partners, LLC | 4,602 | $214.1K | 0.03% | +13+0.3% | Added |
| William Allan, LLC | 4,706 | $214.0K | 0.14% | −25−0.5% | Reduced |
| Quotient Wealth Partners, LLC | 4,683 | $213.3K | 0.01% | +4,683 | New |
| Fortitude Family Office, LLC | 4,680 | $213.2K | 0.12% | +3,358+254.0% | Added |
| Clear Harbor Asset Management, LLC | 4,675 | $212.9K | 0.02% | +35+0.8% | Added |
| MBL Wealth, LLC | 4,670 | $212.7K | 0.02% | −174−3.6% | Reduced |
| Apella Capital, LLC | 4,554 | $212.7K | 0.01% | +4,554 | New |
| GPS Wealth Strategies Group, LLC | 4,659 | $212.2K | 0.03% | +1,870+67.0% | Added |
| Van Hulzen Asset Management, LLC | 4,644 | $212.0K | 0.01% | −900−16.2% | Reduced |
| Weaver Consulting Group | 4,654 | $212.0K | 0.07% | −16−0.3% | Reduced |
| Blankinship & Foster, LLC | 4,652 | $211.9K | 0.05% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,636 | $211.2K | 0.02% | −230−4.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,625 | $210.7K | 0.12% | 00.0% | Unchanged |
| Onefund, LLC | 4,607 | $209.8K | 0.23% | +4,607 | New |
| Coastline Trust Co | 4,600 | $209.5K | 0.02% | 00.0% | Unchanged |
| Country Club Bank | 4,590 | $208.7K | 0.01% | −150−3.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,573 | $208.3K | 0.08% | +4,573 | New |
| Front Row Advisors LLC | 4,467 | $207.8K | 0.07% | +4,228+1,769.0% | Added |
| Elmwood Wealth Management, Inc. | 4,550 | $207.3K | 0.09% | −47−1.0% | Reduced |
| Souders Financial Advisors | 4,550 | $207.3K | 0.03% | +4,550 | New |
| High Net Worth Advisory Group LLC | 4,549 | $207.2K | 0.06% | +4,549 | New |
| NTV Asset Management LLC | 4,545 | $207.0K | 0.03% | +4,545 | New |
| Gateway Wealth Partners, LLC | 4,539 | $206.7K | 0.06% | +4,539 | New |
| Vantage Financial Partners, LLC | 4,530 | $206.3K | 0.05% | −401−8.1% | Reduced |
| Strategic Investment Solutions, Inc. | 4,193 | $205.5K | 0.07% | +4,193 | New |
| Everpar Advisors LLC | 4,511 | $205.5K | 0.10% | +4,511 | New |