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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 83,374 | $3.80M | 0.13% | +25,899+45.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 82,901 | $3.78M | 0.35% | −2,739−3.2% | Reduced |
| Clear Street Markets LLC | 82,400 | $3.75M | 1.45% | −45,000−35.3% | Reduced |
| Highland Capital Management, LLC | 82,273 | $3.75M | 0.22% | −6,980−7.8% | Reduced |
| Fred Alger Management, LLC | 81,800 | $3.73M | 0.02% | +7,323+9.8% | Added |
| Stock Yards Bank & Trust Co | 81,715 | $3.72M | 0.12% | −2,506−3.0% | Reduced |
| Good Life Advisors, LLC | 81,425 | $3.71M | 0.31% | −491−0.6% | Reduced |
| Clark Estates Inc | 81,150 | $3.70M | 0.69% | −2,050−2.5% | Reduced |
| CFM Wealth Partners LLC | 81,014 | $3.69M | 0.68% | +1,084+1.4% | Added |
| Paloma Partners Management Co | 80,789 | $3.68M | 0.32% | +72,132+833.2% | Added |
| Verition Fund Management LLC | 80,261 | $3.66M | 0.03% | +59,176+280.7% | Added |
| Tower Research Capital LLC (TRC) | 80,195 | $3.65M | 0.06% | +15,491+23.9% | Added |
| Whittier Trust Co of Nevada Inc | 80,125 | $3.65M | 0.10% | −9,859−11.0% | Reduced |
| Krilogy Financial LLC | 79,800 | $3.63M | 0.27% | +5,355+7.2% | Added |
| Arkadios Wealth Advisors | 79,611 | $3.63M | 0.24% | +39,622+99.1% | Added |
| Apollon Wealth Management, LLC | 79,539 | $3.62M | 0.11% | +385+0.5% | Added |
| HighPoint Advisor Group LLC | 71,524 | $3.62M | 0.22% | +1,551+2.2% | Added |
| TrimTabs Asset Management, LLC | 79,254 | $3.61M | 0.90% | +42,534+115.8% | Added |
| Sigma Planning Corp | 79,203 | $3.61M | 0.11% | −8,461−9.7% | Reduced |
| Fifth Third Bancorp | 78,728 | $3.59M | 0.01% | +962+1.2% | Added |
| Clifford Swan Investment Counsel LLC | 78,699 | $3.58M | 0.13% | −22,250−22.0% | Reduced |
| Formidable Asset Management, LLC | 77,825 | $3.54M | 0.57% | −4,141−5.1% | Reduced |
| Raymond James Trust N.A. | 77,689 | $3.54M | 0.08% | +1,836+2.4% | Added |
| First Citizens Bank & Trust Co | 77,660 | $3.54M | 0.07% | +1,876+2.5% | Added |
| Hollencrest Capital Management | 76,595 | $3.49M | 0.15% | +203+0.3% | Added |
| Janus Henderson Group PLC | 76,316 | $3.48M | 0.00% | −72,384−48.7% | Reduced |
| Clearstead Advisors, LLC | 76,206 | $3.47M | 0.06% | +24,571+47.6% | Added |
| Verdence Capital Advisors LLC | 76,223 | $3.47M | 0.31% | +2,155+2.9% | Added |
| Cercano Management LLC | 76,086 | $3.47M | 0.09% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 75,107 | $3.42M | 0.06% | +25,399+51.1% | Added |
| Convergence Investment Partners, LLC | 75,081 | $3.42M | 1.00% | +15,634+26.3% | Added |
| Laurion Capital Management LP | 74,751 | $3.40M | 0.11% | +71,701+2,350.9% | Added |
| LVW Advisors, LLC | 74,217 | $3.38M | 0.50% | +18,401+33.0% | Added |
| Rakuten Investment Management, Inc. | 73,772 | $3.35M | 0.02% | +25,831+53.9% | Added |
| Heritage Trust Co | 72,871 | $3.32M | 0.44% | +743+1.0% | Added |
| Community Bank & Trust, Waco, Texas | 72,677 | $3.31M | 0.83% | +1,263+1.8% | Added |
| Cypress Capital Group | 72,501 | $3.30M | 0.40% | +873+1.2% | Added |
| HB Wealth Management, LLC | 72,241 | $3.29M | 0.04% | +13,422+22.8% | Added |
| Dynamic Advisor Solutions LLC | 72,172 | $3.29M | 0.10% | −3,404−4.5% | Reduced |
| Prospera Financial Services Inc | 72,061 | $3.28M | 0.09% | +25,143+53.6% | Added |
| Heritage Investors Management Corp | 71,588 | $3.26M | 0.11% | −2,163−2.9% | Reduced |
| Fernwood Investment Management, LLC | 71,179 | $3.24M | 1.01% | +215+0.3% | Added |
| DoubleLine ETF Adviser LP | 70,512 | $3.21M | 0.85% | −6,487−8.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 69,505 | $3.17M | 0.02% | +23,733+51.9% | Added |
| Wintrust Investments LLC | 69,447 | $3.16M | 0.26% | −1,911−2.7% | Reduced |
| RSM US Wealth Management LLC | 68,500 | $3.15M | 0.05% | +32,875+92.3% | Added |
| Alaska Permanent Fund Corp | 63,927 | $3.13M | 0.05% | +4,837+8.2% | Added |
| Pine Valley Investments Ltd Liability Co | 68,045 | $3.13M | 0.23% | +5,861+9.4% | Added |
| Glenview Trust Co | 68,015 | $3.10M | 0.06% | −7,468−9.9% | Reduced |
| Citizens National Bank Trust Department | 67,920 | $3.09M | 0.69% | −1,715−2.5% | Reduced |
| 3Chopt Investment Partners, LLC | 66,371 | $3.09M | 0.94% | +772+1.2% | Added |
| Capital Square, LLC | 62,485 | $3.09M | 2.01% | −1,338−2.1% | Reduced |
| Torray LLC | 67,587 | $3.08M | 0.46% | +644+1.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 67,075 | $3.06M | 0.16% | +7,054+11.8% | Added |
| Mayflower Financial Advisors, LLC | 67,012 | $3.05M | 0.50% | +1,218+1.9% | Added |
| Aviva PLC | 66,952 | $3.05M | 0.01% | −782−1.2% | Reduced |
| Principal Securities, Inc. | 66,557 | $3.03M | 0.08% | +3,695+5.9% | Added |
| Cornerstone Advisors, LLC | 66,500 | $3.03M | 0.12% | −6,800−9.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 66,397 | $3.03M | 0.03% | +56,855+595.8% | Added |
| Peapack Gladstone Financial Corp | 66,285 | $3.02M | 0.05% | −6,278−8.7% | Reduced |
| Public Sector Pension Investment Board | 66,030 | $3.01M | 0.02% | +26,853+68.5% | Added |
| Ieq Capital, LLC | 65,746 | $2.99M | 0.04% | +4,364+7.1% | Added |
| Bessemer Group Inc | 65,675 | $2.99M | 0.01% | +270+0.4% | Added |
| Waterloo Capital, L.P. | 65,509 | $2.98M | 0.36% | +5,214+8.6% | Added |
| NEOS Investment Management LLC | 65,298 | $2.97M | 0.12% | +20,916+47.1% | Added |
| Bridges Investment Management Inc | 65,158 | $2.97M | 0.05% | +11,421+21.3% | Added |
| HBW Advisory Services LLC | 65,103 | $2.97M | 0.49% | +9,961+18.1% | Added |
| Stokes Family Office, LLC | 64,648 | $2.94M | 0.35% | +388+0.6% | Added |
| Walleye Capital LLC | 64,502 | $2.94M | 0.03% | +21,933+51.5% | Added |
| Vontobel Holding Ltd. | 63,881 | $2.91M | 0.01% | +15,125+31.0% | Added |
| Sunbelt Securities, Inc. | 63,686 | $2.90M | 0.30% | +13,859+27.8% | Added |
| Cornercap Investment Counsel Inc | 63,044 | $2.87M | 0.47% | −2,594−4.0% | Reduced |
| Axxcess Wealth Management, LLC | 63,010 | $2.87M | 0.08% | +1,559+2.5% | Added |
| Bokf, NA | 62,708 | $2.86M | 0.05% | −21,289−25.3% | Reduced |
| Texas Yale Capital Corp. | 62,523 | $2.85M | 0.14% | 00.0% | Unchanged |
| PFG Investments, LLC | 62,300 | $2.84M | 0.20% | +3,202+5.4% | Added |
| Founders Financial Alliance, LLC | 62,004 | $2.82M | 0.84% | +1,087+1.8% | Added |
| TownSquare Capital, LLC | 61,862 | $2.82M | 0.04% | +12,718+25.9% | Added |
| Diversify Advisory Services, LLC | 59,835 | $2.79M | 0.15% | −1,075−1.8% | Reduced |
| Norinchukin Bank, The | 61,283 | $2.79M | 0.08% | −246−0.4% | Reduced |
| Slagle Financial, LLC | 61,245 | $2.79M | 1.43% | +5,378+9.6% | Added |
| Tiaa Trust, National Association | 60,663 | $2.76M | 0.01% | +1,234+2.1% | Added |
| Banque Cantonale Vaudoise | 60,607 | $2.76M | 0.11% | −10,371−14.6% | Reduced |
| Investmark Advisory Group LLC | 60,575 | $2.76M | 1.47% | +871+1.5% | Added |
| Dana Investment Advisors, Inc. | 60,547 | $2.76M | 0.09% | −942−1.5% | Reduced |
| Bryn Mawr Trust Co | 60,340 | $2.75M | 0.11% | −823−1.3% | Reduced |
| Baldwin Brothers Inc | 60,291 | $2.75M | 0.21% | −8,134−11.9% | Reduced |
| KPP Advisory Services LLC | 60,118 | $2.74M | 0.73% | +1,037+1.8% | Added |
| Hancock Whitney Corp | 60,030 | $2.73M | 0.09% | +3,021+5.3% | Added |
| Manning & Napier Advisors LLC | 60,000 | $2.73M | 0.03% | +60,000 | New |
| CoreCap Advisors, LLC | 59,789 | $2.72M | 0.28% | +4,564+8.3% | Added |
| Mechanics Bank Trust Department | 59,546 | $2.71M | 0.39% | −3,590−5.7% | Reduced |
| Quest Partners LLC | 59,491 | $2.71M | 0.37% | +59,469+270,313.6% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 59,257 | $2.70M | 1.95% | +40.0% | Added |
| Quantinno Capital Management LP | 59,020 | $2.69M | 0.05% | −476−0.8% | Reduced |
| Financial Sense Advisors, Inc. | 58,852 | $2.68M | 0.85% | +10,862+22.6% | Added |
| Moran Wealth Management, LLC | 58,259 | $2.65M | 0.09% | +7,711+15.3% | Added |
| Stratos Wealth Partners, LTD. | 57,988 | $2.64M | 0.04% | +2,431+4.4% | Added |
| United Capital Financial Advisers, LLC | 57,966 | $2.64M | 0.02% | +1,805+3.2% | Added |
| Allworth Financial LP | 53,130 | $2.63M | 0.02% | +1,990+3.9% | Added |