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 |
|---|---|---|---|---|---|
| Family Firm, Inc. | 4,495 | $204.7K | 0.05% | +4,495 | New |
| Mechanics Financial Corp | 4,490 | $204.5K | 0.11% | −425−8.6% | Reduced |
| Kolinsky Wealth Management, LLC | 4,470 | $203.6K | 0.15% | +4,470 | New |
| Archford Capital Strategies, LLC | 4,441 | $202.3K | 0.03% | +4,441 | New |
| Triad Wealth Partners, LLC | 4,435 | $202.0K | 0.11% | +4,435 | New |
| Ironwood Investment Counsel, LLC | 4,427 | $201.7K | 0.04% | +4,427 | New |
| Allie Family Office LLC | 4,415 | $201.1K | 0.12% | +4,415 | New |
| LongView Wealth Management | 4,406 | $200.7K | 0.07% | +4,406 | New |
| Element Wealth, LLC | 4,406 | $200.7K | 0.11% | +4,406 | New |
| Venturi Wealth Management, LLC | 4,403 | $200.6K | 0.01% | +1,341+43.8% | Added |
| Baxter Bros Inc | 4,400 | $200.4K | 0.03% | +4,400 | New |
| Garde Capital, Inc. | 4,369 | $199.0K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 4,362 | $198.7K | 0.14% | +875+25.1% | Added |
| Sound Income Strategies, LLC | 4,340 | $197.7K | 0.01% | +978+29.1% | Added |
| Rakuten Securities, Inc. | 4,147 | $188.9K | 0.08% | −582−12.3% | Reduced |
| Gradient Investments LLC | 4,100 | $186.8K | 0.00% | +2,349+134.2% | Added |
| JJJ Advisors Inc. | 3,965 | $184.3K | 0.04% | +198+5.3% | Added |
| State of Wyoming | 4,031 | $183.6K | 0.03% | −746−15.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,997 | $182.1K | 0.04% | +2+0.1% | Added |
| Cito Capital Group, LLC | 3,900 | $181.0K | 0.07% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3,967 | $180.7K | 0.03% | +141+3.7% | Added |
| Slocum, Gordon & Co LLP | 3,960 | $180.4K | 0.13% | −190−4.6% | Reduced |
| Y.D. More Investments Ltd | 3,900 | $177.6K | 0.02% | +3,900 | New |
| Sugarloaf Wealth Management, LLC | 3,832 | $174.5K | 0.04% | +488+14.6% | Added |
| City Holding Co | 3,733 | $170.0K | 0.03% | −445−10.7% | Reduced |
| Coppell Advisory Solutions LLC | 3,710 | $169.0K | 0.03% | +3,710 | New |
| Union Savings Bank | 3,690 | $168.0K | 0.09% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 3,662 | $166.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,650 | $166.3K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,619 | $164.9K | 0.09% | +45+1.3% | Added |
| Bellevue Asset Management, LLC | 3,609 | $164.4K | 0.09% | +57+1.6% | Added |
| Caitlin John, LLC | 3,609 | $164.4K | 0.12% | +2,658+279.5% | Added |
| Adirondack Trust Co | 3,580 | $163.0K | 0.07% | +201+5.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 3,500 | $162.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,550 | $162.0K | 0.07% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,547 | $161.5K | 0.14% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,464 | $161.2K | 0.10% | +3,464 | New |
| Quarry LP | 3,498 | $159.3K | 0.07% | +1,313+60.1% | Added |
| Acima Private Wealth, LLC | 3,452 | $157.2K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,456 | $157.0K | 0.02% | +126+3.8% | Added |
| Bullock Wealth Management Group | 3,378 | $155.5K | 0.10% | −25−0.7% | Reduced |
| Eagle Bay Advisors LLC | 3,330 | $154.9K | 0.09% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3,126 | $154.3K | 0.04% | +2,599+493.2% | Added |
| Resources Management Corp | 3,320 | $151.0K | 0.02% | +50+1.5% | Added |
| St Germain D J Co Inc | 3,309 | $150.7K | 0.01% | −70−2.1% | Reduced |
| PFS Partners, LLC | 3,281 | $149.4K | 0.09% | −902−21.6% | Reduced |
| First Command Advisory Services, Inc. | 3,238 | $147.5K | 0.00% | +3,238 | New |
| Fairscale Capital, LLC | 3,048 | $146.4K | 0.13% | +3,048 | New |
| Aspire Private Capital, LLC | 3,189 | $145.3K | 0.04% | +24+0.8% | Added |
| Redwood Wealth Management Group, LLC | 3,176 | $144.7K | 0.11% | +3,176 | New |
| Operose Advisors LLC | 3,130 | $142.6K | 0.05% | −1,440−31.5% | Reduced |
| Chilton Capital Management LLC | 3,128 | $142.5K | 0.01% | −671−17.7% | Reduced |
| Sachetta, LLC | 2,764 | $139.7K | 0.06% | +192+7.5% | Added |
| Indiana Trust & Investment Management CO | 3,050 | $138.9K | 0.05% | −423−12.2% | Reduced |
| AlphaMark Advisors, LLC | 3,021 | $138.0K | 0.05% | +3+0.1% | Added |
| American Capital Advisory, LLC | 3,413 | $137.7K | 0.10% | +365+12.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $137.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,998 | $136.6K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,900 | $134.9K | 0.14% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2,931 | $133.5K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,927 | $133.3K | 0.01% | +38+1.3% | Added |
| Planning Capital Management Corp | 2,925 | $133.2K | 0.09% | +21+0.7% | Added |
| SIMA Wealth Partners, LLC | 2,914 | $132.7K | 0.13% | +2,914 | New |
| FSC Wealth Advisors, LLC | 2,906 | $132.4K | 0.10% | +150+5.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,804 | $130.5K | 0.04% | +829+42.0% | Added |
| M&R Capital Management Inc | 2,862 | $130.4K | 0.03% | +8+0.3% | Added |
| Pittenger & Anderson Inc | 2,800 | $127.5K | 0.01% | −163−5.5% | Reduced |
| Kimelman & Baird, LLC | 2,779 | $126.6K | 0.01% | +2,779 | New |
| Cherry Tree Wealth Management, LLC | 2,767 | $126.0K | 0.03% | −578−17.3% | Reduced |
| West Oak Capital, LLC | 2,740 | $124.8K | 0.05% | 00.0% | Unchanged |
| Capula Management Ltd | 2,726 | $124.2K | 0.00% | −20,394−88.2% | Reduced |
| NCP Inc. | 2,700 | $123.0K | 0.08% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,698 | $122.9K | 0.08% | −353−11.6% | Reduced |
| Versant Capital Management, Inc | 2,561 | $116.6K | 0.03% | +1,089+74.0% | Added |
| RE Dickinson Investment Advisors, LLC | 2,520 | $114.8K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,482 | $113.1K | 0.05% | +47+1.9% | Added |
| Roble, Belko & Company, Inc | 2,485 | $113.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,455 | $111.8K | 0.02% | −377−13.3% | Reduced |
| Park Place Capital Corp | 2,446 | $111.4K | 0.04% | −50−2.0% | Reduced |
| Gen-Wealth Partners Inc | 2,441 | $111.2K | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 2,400 | $109.3K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,399 | $109.3K | 0.02% | −90−3.6% | Reduced |
| GHP Investment Advisors, Inc. | 2,394 | $109.1K | 0.01% | +11+0.5% | Added |
| Kelly Financial Services LLC | 2,391 | $108.9K | 0.04% | +116+5.1% | Added |
| Bramshill Investments, LLC | 2,389 | $108.8K | 0.01% | −21,560−90.0% | Reduced |
| CNB Bank | 2,386 | $108.7K | 0.05% | −74−3.0% | Reduced |
| Burkett Financial Services, LLC | 2,330 | $106.1K | 0.05% | +51+2.2% | Added |
| Bank of New Hampshire | 2,320 | $105.7K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,304 | $105.0K | 0.02% | +2+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 2,287 | $104.2K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,270 | $103.0K | 0.10% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,204 | $100.4K | 0.03% | +316+16.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,150 | $98.0K | 0.03% | +2,150 | New |
| USA Financial Portformulas Corp | 2,115 | $96.3K | 0.02% | +2,115 | New |
| Missouri Trust & Investment Co | 2,100 | $95.7K | 0.04% | 00.0% | Unchanged |
| BFSG, LLC | 2,043 | $93.1K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,034 | $92.6K | 0.00% | −375−15.6% | Reduced |
| Avion Wealth | 2,023 | $92.0K | 0.03% | −197−8.9% | Reduced |
| Optiver Holding B.V. | 2,018 | $91.9K | 0.00% | +2,018 | New |
| Glass Jacobson Investment Advisors llc | 2,001 | $91.2K | 0.03% | +188+10.4% | Added |