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; 2,575 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
- 1,919
- +44 vs. Q1 2024
- Shares held
- 1.01B
- −36.5M (−3.5%) vs. Q1 2024
- Total value
- $46.1B
- +$353.0M (+0.8%) vs. Q1 2024
- New holders
- 152
- 767 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 139,975 | $6.38M | 0.07% | −8,050−5.4% | Reduced |
| Symphony Financial, Ltd. Co. | 138,103 | $6.29M | 1.15% | +15,040+12.2% | Added |
| Rafferty Asset Management, LLC | 137,869 | $6.28M | 0.02% | +3,991+3.0% | Added |
| Jacobs Levy Equity Management, Inc | 136,926 | $6.24M | 0.03% | −58,171−29.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 136,069 | $6.20M | 0.80% | −4,132−2.9% | Reduced |
| Centiva Capital, LP | 135,033 | $6.15M | 0.30% | +126,812+1,542.5% | Added |
| Inlet Private Wealth, LLC | 134,033 | $6.11M | 1.67% | −166−0.1% | Reduced |
| Maryland State Retirement & Pension System | 133,969 | $6.10M | 0.11% | −5,086−3.7% | Reduced |
| Mizuho Securities USA LLC | 132,437 | $6.03M | 0.13% | +132,437 | New |
| Keybank National Association | 132,153 | $6.02M | 0.02% | −4,490−3.3% | Reduced |
| Central Trust Co | 130,861 | $5.96M | 0.15% | −1,663−1.3% | Reduced |
| Stony Point Wealth Management Inc. | 130,629 | $5.95M | 2.58% | −11,750−8.3% | Reduced |
| First National Trust Co | 129,715 | $5.91M | 0.24% | +16,567+14.6% | Added |
| Kentucky Retirement Systems | 129,434 | $5.90M | 0.17% | −4,488−3.4% | Reduced |
| Tectonic Advisors LLC | 129,121 | $5.88M | 0.43% | +13,603+11.8% | Added |
| Colony Group, LLC | 128,535 | $5.86M | 0.02% | +82,077+176.7% | Added |
| KBC Group NV | 127,557 | $5.81M | 0.02% | +1,549+1.2% | Added |
| KWMG, LLC | 127,327 | $5.80M | 0.63% | +9,407+8.0% | Added |
| Longfellow Investment Management Co LLC | 126,461 | $5.76M | 1.45% | +95,652+310.5% | Added |
| GTS Securities LLC | 125,645 | $5.72M | 0.12% | −9,557−7.1% | Reduced |
| Schwerin Boyle Capital Management Inc | 125,640 | $5.72M | 0.60% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 124,077 | $5.65M | 5.19% | −437−0.4% | Reduced |
| Equitable Holdings, Inc. | 123,611 | $5.63M | 0.06% | +2,705+2.2% | Added |
| MBB Public Markets I LLC | 122,170 | $5.56M | 0.11% | +122,170 | New |
| Group One Trading, L.P. | 121,663 | $5.54M | 0.17% | +36,365+42.6% | Added |
| Brevan Howard Capital Management LP | 121,595 | $5.54M | 0.36% | +121,595 | New |
| Brookstone Capital Management | 112,040 | $5.53M | 0.09% | +8,772+8.5% | Added |
| First Manhattan Co | 116,289 | $5.41M | 0.02% | −8,933−7.1% | Reduced |
| Accurate Wealth Management, LLC | 112,768 | $5.38M | 1.29% | +34,285+43.7% | Added |
| Commonwealth Retirement Investments LLC | 117,184 | $5.34M | 2.44% | −11,419−8.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 115,557 | $5.26M | 0.21% | +84,312+269.8% | Added |
| Gateway Investment Advisers LLC | 115,375 | $5.26M | 0.06% | −1,123−1.0% | Reduced |
| Sage Capital Advisors,llc | 112,693 | $5.13M | 1.47% | +1,097+1.0% | Added |
| Valley National Advisers Inc | 111,875 | $5.09M | 0.76% | −4,818−4.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 111,267 | $5.07M | 2.07% | −1,630−1.4% | Reduced |
| Keystone Financial Planning, Inc. | 110,224 | $5.02M | 1.66% | −152−0.1% | Reduced |
| BBR Partners, LLC | 110,084 | $5.01M | 0.41% | 00.0% | Unchanged |
| Hartford Investment Management Co | 110,017 | $5.01M | 0.17% | −4,058−3.6% | Reduced |
| GLOBALT Investments LLC | 108,963 | $4.96M | 0.20% | −1,465−1.3% | Reduced |
| AlTi Global, Inc. | 108,052 | $4.93M | 0.13% | −82,814−43.4% | Reduced |
| Butensky & Cohen Financial Security, Inc | 108,054 | $4.92M | 1.57% | −179−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 107,369 | $4.89M | 0.02% | +6,282+6.2% | Added |
| Shilanski & Associates, Inc. | 106,577 | $4.85M | 1.64% | +3,707+3.6% | Added |
| SYSTM Wealth Solutions LLC | 103,699 | $4.77M | 1.06% | −6,835−6.2% | Reduced |
| Sowell Financial Services LLC | 102,218 | $4.76M | 0.23% | −27,580−21.2% | Reduced |
| Global Retirement Partners, LLC | 103,189 | $4.70M | 0.15% | +19,364+23.1% | Added |
| Foundations Investment Advisors, LLC | 103,093 | $4.70M | 0.11% | +6,729+7.0% | Added |
| Ar Asset Management Inc | 103,076 | $4.70M | 1.13% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 102,519 | $4.67M | 0.11% | −174,383−63.0% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 102,493 | $4.67M | 1.68% | −13,491−11.6% | Reduced |
| Summit Trail Advisors, LLC | 99,901 | $4.65M | 0.12% | +57,962+138.2% | Added |
| Altrius Capital Management Inc | 101,537 | $4.63M | 1.22% | +2,048+2.1% | Added |
| Salomon & Ludwin, LLC | 101,041 | $4.60M | 0.51% | −9,222−8.4% | Reduced |
| Hyman Charles D | 100,926 | $4.60M | 0.26% | −5,920−5.5% | Reduced |
| Hutner Capital Management Inc | 99,678 | $4.54M | 2.49% | −2,378−2.3% | Reduced |
| Rbo & Co LLC | 99,473 | $4.53M | 0.81% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 99,162 | $4.52M | 1.42% | −469−0.5% | Reduced |
| Securian Asset Management, Inc | 98,764 | $4.50M | 0.13% | −5,102−4.9% | Reduced |
| Venture Visionary Partners LLC | 98,664 | $4.49M | 0.21% | +2,112+2.2% | Added |
| Savant Capital, LLC | 97,678 | $4.45M | 0.04% | +4,273+4.6% | Added |
| Louisiana State Employees Retirement System | 97,200 | $4.43M | 0.09% | −5,500−5.4% | Reduced |
| Beacon Financial Group | 95,817 | $4.36M | 0.50% | −3,701−3.7% | Reduced |
| Octavia Wealth Advisors, LLC | 93,573 | $4.35M | 0.59% | +10,881+13.2% | Added |
| Grassi Investment Management | 95,186 | $4.34M | 0.38% | 00.0% | Unchanged |
| Meyer Handelman Co | 94,882 | $4.32M | 0.15% | −1,600−1.7% | Reduced |
| Whittier Trust Co | 94,564 | $4.31M | 0.06% | −11,216−10.6% | Reduced |
| CAPROCK Group, Inc. | 91,552 | $4.26M | 0.17% | +68,945+305.0% | Added |
| Atria Investments LLC | 93,394 | $4.25M | 0.06% | −8,863−8.7% | Reduced |
| LVM Capital Management Ltd | 93,005 | $4.24M | 0.48% | −11,175−10.7% | Reduced |
| Baugh & Associates, LLC | 89,068 | $4.24M | 2.20% | −4,081−4.4% | Reduced |
| Financial Security Advisor, Inc. | 90,728 | $4.22M | 1.41% | +3,939+4.5% | Added |
| Aua Capital Management, LLC | 92,489 | $4.21M | 2.54% | 00.0% | Unchanged |
| Edmp, Inc. | 92,274 | $4.20M | 3.81% | −253−0.3% | Reduced |
| Tyche Wealth Partners LLC | 92,167 | $4.20M | 1.02% | −3,791−4.0% | Reduced |
| iA Global Asset Management Inc. | 91,613 | $4.17M | 0.08% | −748−0.8% | Reduced |
| Scotia Capital Inc. | 90,762 | $4.13M | 0.02% | −6,318−6.5% | Reduced |
| Heritage Wealth Advisors | 90,704 | $4.13M | 0.19% | −1,742−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 90,504 | $4.12M | 0.04% | −1,093−1.2% | Reduced |
| Crestline Management, LP | 90,300 | $4.11M | 0.32% | −12,021−11.7% | Reduced |
| Level Four Advisory Services, LLC | 90,111 | $4.10M | 0.19% | +21,614+31.6% | Added |
| New Mexico Educational Retirement Board | 89,095 | $4.06M | 0.14% | 00.0% | Unchanged |
| HRT Financial LP | 89,066 | $4.06M | 0.02% | +89,066 | New |
| Ascent Group, LLC | 88,098 | $4.01M | 0.33% | +1,958+2.3% | Added |
| Johnson Investment Counsel Inc | 87,228 | $3.97M | 0.04% | +1,323+1.5% | Added |
| Hantz Financial Services, Inc. | 86,888 | $3.96M | 0.08% | −2,515−2.8% | Reduced |
| CX Institutional | 86,735 | $3.95M | 0.19% | −4,443−4.9% | Reduced |
| Regions Financial Corp | 86,618 | $3.95M | 0.03% | −17,150−16.5% | Reduced |
| M&G Plc | 85,724 | $3.94M | 0.02% | −2,133−2.4% | Reduced |
| WBI Investments | 86,376 | $3.93M | 0.95% | −111,542−56.4% | Reduced |
| Cornerstone Wealth Group, LLC | 86,248 | $3.93M | 0.35% | +2,208+2.6% | Added |
| National Asset Management, Inc. | 84,358 | $3.92M | 0.10% | −7,436−8.1% | Reduced |
| Park Circle Co | 86,050 | $3.92M | 3.87% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 85,856 | $3.91M | 0.12% | +2,162+2.6% | Added |
| Freestone Capital Holdings, LLC | 85,355 | $3.89M | 0.14% | +769+0.9% | Added |
| MainStreet Investment Advisors LLC | 85,164 | $3.88M | 0.47% | +1,035+1.2% | Added |
| Frank, Rimerman Advisors LLC | 85,122 | $3.88M | 0.27% | +85,108+607,914.3% | Added |
| Merit Financial Group, LLC | 85,119 | $3.88M | 0.09% | −248−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 84,711 | $3.86M | 0.05% | +2,539+3.1% | Added |
| Change Path, LLC | 84,660 | $3.86M | 0.20% | +9,773+13.1% | Added |
| Atlantic Union Bankshares Corp | 83,456 | $3.80M | 0.24% | +19,968+31.5% | Added |