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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 667 | $30.4K | 0.00% | +260+63.9% | Added |
| Hobbs Group Advisors, LLC | 665 | $30.3K | 0.01% | +665 | New |
| Criterion Capital Advisors, LLC | 649 | $29.6K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 649 | $29.5K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 645 | $29.4K | 0.02% | 00.0% | Unchanged |
| BNP Paribas | 630 | $28.7K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 629 | $28.7K | 0.01% | +13+2.1% | Added |
| Providence Capital Advisors, LLC | 625 | $28.5K | 0.01% | +5+0.8% | Added |
| Sanctuary Wealth Management, L.L.C. | 614 | $28.0K | 0.02% | −1,441−70.1% | Reduced |
| Accordant Advisory Group Inc | 600 | $27.3K | 0.03% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 600 | $27.3K | 0.01% | +600 | New |
| Northwest Bank & Trust Co | 600 | $27.3K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 595 | $27.3K | 0.01% | +8+1.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 597 | $27.2K | 0.00% | −46−7.2% | Reduced |
| Maryland Capital Advisors Inc. | 583 | $26.5K | 0.01% | +8+1.4% | Added |
| West Paces Advisors Inc. | 579 | $26.4K | 0.01% | 00.0% | Unchanged |
| Summer Road LLC | 550 | $25.1K | 0.02% | +550 | New |
| Financial Management Professionals, Inc. | 552 | $25.0K | 0.00% | −2,959−84.3% | Reduced |
| Transcendent Capital Group LLC | 548 | $25.0K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 500 | $23.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 504 | $23.0K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 500 | $22.8K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 482 | $22.4K | 0.02% | +10+2.1% | Added |
| Cypress Capital, LLC | 486 | $22.1K | 0.01% | +486 | New |
| Kiely Wealth Advisory Group, Inc. | 415 | $20.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 455 | $20.7K | 0.00% | −159−25.9% | Reduced |
| Cultivar Capital, Inc. | 450 | $20.5K | 0.02% | +450 | New |
| William B. Walkup & Associates, Inc. | 447 | $20.4K | 0.01% | +447 | New |
| Altshuler Shaham Ltd | 443 | $20.2K | 0.00% | −230−34.2% | Reduced |
| Studio Investment Management LLC | 422 | $20.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 423 | $19.3K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 421 | $19.2K | 0.01% | +2+0.5% | Added |
| TruNorth Capital Management, LLC | 419 | $19.1K | 0.01% | +419 | New |
| Ogorek Anthony Joseph | 408 | $18.0K | 0.01% | +8+2.0% | Added |
| Northwest Capital Management Inc | 386 | $17.6K | 0.01% | −322−45.5% | Reduced |
| VitalStone Financial, LLC | 383 | $17.5K | 0.01% | +8+2.1% | Added |
| Newton One Investments LLC | 369 | $16.8K | 0.01% | −554−60.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 361 | $16.4K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 357 | $16.3K | 0.01% | +8+2.3% | Added |
| NVWM, LLC | 343 | $16.0K | 0.00% | +21+6.5% | Added |
| 1832 Asset Management L.P. | 349 | $15.9K | 0.00% | +144+70.2% | Added |
| Meeder Asset Management Inc | 338 | $15.4K | 0.00% | +80+31.0% | Added |
| VisionPoint Advisory Group, LLC | 337 | $15.3K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 331 | $15.1K | 0.01% | +331 | New |
| TD Capital Management LLC | 331 | $15.1K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 331 | $15.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 322 | $14.7K | 0.00% | −261−44.8% | Reduced |
| Founders Capital Management | 306 | $13.9K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 305 | $13.9K | 0.00% | −80−20.8% | Reduced |
| Wiser Advisor Group LLC | 305 | $13.9K | 0.02% | +8+2.7% | Added |
| Rise Advisors, LLC | 304 | $13.8K | 0.01% | +36+13.4% | Added |
| Tradewinds Capital Management, LLC | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 300 | $13.7K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 291 | $13.3K | 0.01% | −46−13.6% | Reduced |
| Global Financial Private Client, LLC | 285 | $13.0K | 0.01% | +6+2.2% | Added |
| REAP Financial Group, LLC | 277 | $12.6K | 0.00% | −30−9.8% | Reduced |
| ZRC Wealth Management, LLC | 273 | $12.4K | 0.01% | −424−60.8% | Reduced |
| FWL Investment Management, LLC | 265 | $12.1K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 273 | $12.0K | 0.01% | +10+3.8% | Added |
| Ridgewood Investments LLC | 263 | $12.0K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 262 | $11.9K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 255 | $11.6K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 255 | $11.6K | 0.01% | +255 | New |
| Cassady Schiller Wealth Management, LLC | 250 | $11.4K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 250 | $11.4K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 240 | $10.9K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 227 | $10.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 225 | $10.2K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 225 | $10.2K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 227 | $10.0K | 0.00% | +227 | New |
| PrairieView Partners, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 195 | $8.88K | 0.01% | +3+1.6% | Added |
| Annapolis Financial Services, LLC | 167 | $7.61K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 165 | $7.52K | 0.00% | +165 | New |
| Hanson & Doremus Investment Management | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 144 | $7.00K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 160 | $6.98K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 150 | $6.83K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 150 | $6.83K | 0.00% | +150 | New |
| Christopher J. Hasenberg, Inc | 140 | $6.38K | 0.00% | +140 | New |
| PayPay Securities Corp | 137 | $6.24K | 0.52% | −165−54.6% | Reduced |
| Raffa Wealth Management, LLC | 126 | $5.74K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 124 | $5.65K | 0.00% | +24+24.0% | Added |
| Aspect Partners, LLC | 114 | $5.19K | 0.00% | +47+70.1% | Added |
| True Wealth Design, LLC | 110 | $5.01K | 0.00% | −875−88.8% | Reduced |
| Country Trust Bank | 110 | $5.01K | 0.00% | +10+10.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 100 | $4.55K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 100 | $4.55K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 100 | $4.55K | 0.01% | +70+233.3% | Added |
| Dunhill Financial, LLC | 89 | $4.08K | 0.00% | −47−34.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 87 | $3.99K | 0.00% | +12+16.0% | Added |
| Trifecta Capital Advisors, LLC | 79 | $3.60K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 70 | $3.19K | 0.00% | −200−74.1% | Reduced |
| HBC Financial Services, PLLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 60 | $2.96K | 0.00% | +60 | New |
| Financial Network Wealth Advisors LLC | 55 | $2.67K | 0.00% | +55 | New |
| Abound Wealth Management | 58 | $2.66K | 0.00% | −141−70.9% | Reduced |
| Evergreen Private Wealth LLC | 55 | $2.50K | 0.00% | 00.0% | Unchanged |