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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 57,072 | $2.60M | 0.10% | +20,772+57.2% | Added |
| Contrarius Investment Management Ltd | 56,956 | $2.59M | 0.16% | −2,448−4.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 56,483 | $2.57M | 0.66% | +31,193+123.3% | Added |
| Ridgepath Capital Management LLC | 56,273 | $2.56M | 2.51% | −143−0.3% | Reduced |
| Argent Trust Co | 56,188 | $2.56M | 0.11% | +4,953+9.7% | Added |
| Simplicity Wealth,LLC | 56,185 | $2.56M | 0.06% | +7,913+16.4% | Added |
| Verus Financial Partners, Inc. | 56,098 | $2.56M | 0.30% | +782+1.4% | Added |
| MONECO Advisors, LLC | 55,739 | $2.54M | 0.37% | −3,449−5.8% | Reduced |
| Marcum Wealth, LLC | 55,705 | $2.54M | 0.25% | +464+0.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 55,400 | $2.52M | 0.17% | −2,796−4.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 55,370 | $2.52M | 0.58% | −705−1.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 54,124 | $2.52M | 0.17% | −820−1.5% | Reduced |
| Park Avenue Securities LLC | 55,255 | $2.52M | 0.03% | −1,682−3.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 54,703 | $2.49M | 0.06% | +380+0.7% | Added |
| Verus Capital Partners, LLC | 54,699 | $2.49M | 0.26% | +4,642+9.3% | Added |
| Wealthspire Advisors, LLC | 54,550 | $2.48M | 0.03% | +21,163+63.4% | Added |
| Pitcairn Co | 54,400 | $2.48M | 0.15% | +13,633+33.4% | Added |
| Strategic Investment Advisors | 54,164 | $2.47M | 0.30% | +674+1.3% | Added |
| Pinnacle Associates Ltd | 53,418 | $2.43M | 0.04% | +1,021+1.9% | Added |
| NBT Bank N A | 53,130 | $2.42M | 0.17% | +953+1.8% | Added |
| Empirical Finance, LLC | 52,780 | $2.40M | 0.15% | +10,515+24.9% | Added |
| Capstone Investment Advisors, LLC | 52,649 | $2.40M | 0.05% | −42,520−44.7% | Reduced |
| Financial Partners Group, LLC | 52,355 | $2.38M | 0.93% | −10,127−16.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 52,205 | $2.38M | 0.07% | −6,551−11.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 52,194 | $2.38M | 0.02% | −1,433−2.7% | Reduced |
| Independent Financial Group, LLC | 52,061 | $2.37M | 0.09% | +4,803+10.2% | Added |
| Mid-American Wealth Advisory Group, Inc. | 51,700 | $2.35M | 1.50% | −7,396−12.5% | Reduced |
| Cohen Klingenstein LLC | 51,448 | $2.34M | 0.09% | −31−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 51,410 | $2.34M | 0.03% | +10,279+25.0% | Added |
| LGT Fund Management Co Ltd. | 51,300 | $2.34M | 0.29% | +51,300 | New |
| Leelyn Smith, LLC | 51,139 | $2.33M | 0.45% | +654+1.3% | Added |
| American Century Companies Inc | 50,862 | $2.32M | 0.00% | +31,568+163.6% | Added |
| Haverford Trust Co | 50,770 | $2.31M | 0.02% | −8,880−14.9% | Reduced |
| Kinloch Capital, LLC | 50,664 | $2.31M | 1.20% | +420+0.8% | Added |
| Jones Financial Companies LLLP | 50,575 | $2.30M | 0.00% | +40,205+387.7% | Added |
| We Are One Seven, LLC | 50,250 | $2.29M | 0.11% | −130−0.3% | Reduced |
| VELA Investment Management, LLC | 50,093 | $2.28M | 0.81% | +50,093 | New |
| MYDA Advisors LLC | 50,000 | $2.28M | 0.69% | 00.0% | Unchanged |
| Trust Co of Virginia | 49,966 | $2.28M | 0.22% | −1,572−3.1% | Reduced |
| Fisher Asset Management, LLC | 49,911 | $2.27M | 0.00% | +11,252+29.1% | Added |
| Hosking Partners LLP | 49,769 | $2.27M | 0.08% | −1,818−3.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 49,624 | $2.26M | 0.31% | −1,030−2.0% | Reduced |
| Sepio Capital, LP | 49,403 | $2.25M | 0.21% | −1,012−2.0% | Reduced |
| Parthenon LLC | 49,327 | $2.25M | 0.29% | +32+0.1% | Added |
| Westpac Banking Corp | 49,234 | $2.24M | 0.18% | +6,887+16.3% | Added |
| Perpetual Ltd | 49,234 | $2.24M | 0.02% | +6,887+16.3% | Added |
| Confluence Wealth Services, Inc. | 49,145 | $2.24M | 0.18% | +1,400+2.9% | Added |
| Hilltop Holdings Inc. | 48,963 | $2.23M | 0.26% | −407−0.8% | Reduced |
| Essex Financial Services, Inc. | 43,972 | $2.22M | 0.16% | +6,766+18.2% | Added |
| LifePro Asset Management | 48,522 | $2.21M | 1.58% | +48,522 | New |
| Harbour Investments, Inc. | 48,244 | $2.20M | 0.07% | −216−0.4% | Reduced |
| Ostrum Asset Management | 48,242 | $2.20M | 0.19% | −3,748−7.2% | Reduced |
| Associated Banc-Corp | 47,835 | $2.18M | 0.07% | −3,215−6.3% | Reduced |
| HM Payson & Co | 47,830 | $2.18M | 0.04% | −322−0.7% | Reduced |
| Prosperitas Financial LLC | 47,657 | $2.17M | 1.32% | +3,824+8.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 47,414 | $2.16M | 0.04% | +2,848+6.4% | Added |
| EFG Asset Management (Americas) Corp. | 47,342 | $2.16M | 0.42% | +20,004+73.2% | Added |
| Silvercrest Asset Management Group LLC | 47,264 | $2.15M | 0.01% | −1,500−3.1% | Reduced |
| Bogart Wealth, LLC | 47,187 | $2.15M | 0.11% | −5,208−9.9% | Reduced |
| Personal Cfo Solutions, LLC | 47,045 | $2.14M | 0.33% | +3,592+8.3% | Added |
| Hunter Associates Investment Management LLC | 46,848 | $2.14M | 0.36% | −3,200−6.4% | Reduced |
| Redwood Investment Management, LLC | 46,929 | $2.14M | 0.18% | −6,760−12.6% | Reduced |
| Ceera Investments, LLC | 46,873 | $2.14M | 0.90% | +4,543+10.7% | Added |
| Stonegate Investment Group, LLC | 46,674 | $2.13M | 0.06% | +1,682+3.7% | Added |
| Squarepoint Ops LLC | 46,547 | $2.12M | 0.01% | −1,277−2.7% | Reduced |
| Edgar Lomax Co | 46,440 | $2.12M | 0.14% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 46,300 | $2.11M | 0.01% | −15,400−25.0% | Reduced |
| ProVise Management Group, LLC | 46,239 | $2.11M | 0.18% | −500−1.1% | Reduced |
| Waters Parkerson & Co., LLC | 46,193 | $2.10M | 0.11% | −750−1.6% | Reduced |
| SeaCrest Wealth Management, LLC | 46,093 | $2.10M | 0.24% | −2,190−4.5% | Reduced |
| Proequities, Inc. | 44,954 | $2.09M | 0.13% | −2,220−4.7% | Reduced |
| Hartford Financial Management Inc. | 45,659 | $2.08M | 0.45% | −100−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 45,566 | $2.08M | 0.16% | +3,743+8.9% | Added |
| Paradigm Financial Partners, LLC | 45,419 | $2.07M | 0.31% | +3,168+7.5% | Added |
| Deltec Asset Management LLC | 45,278 | $2.06M | 0.39% | −1,372−2.9% | Reduced |
| Lockheed Martin Investment Management Co | 45,200 | $2.06M | 0.12% | +45,200 | New |
| NewEdge Wealth, LLC | 45,079 | $2.05M | 0.04% | −1,112−2.4% | Reduced |
| Capital Investment Advisory Services, LLC | 44,914 | $2.05M | 0.21% | −4,328−8.8% | Reduced |
| Assenagon Asset Management S.A. | 44,858 | $2.04M | 0.01% | −776,111−94.5% | Reduced |
| Thrive Capital Management, LLC | 44,447 | $2.02M | 0.93% | +16,175+57.2% | Added |
| Metis Global Partners, LLC | 44,303 | $2.02M | 0.07% | −1,709−3.7% | Reduced |
| Buckhead Capital Management LLC | 44,259 | $2.02M | 0.68% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 44,043 | $2.01M | 0.08% | +3,316+8.1% | Added |
| Disciplined Equity Management, Inc. | 43,875 | $2.00M | 1.32% | +190+0.4% | Added |
| Valeo Financial Advisors, LLC | 43,854 | $2.00M | 0.06% | −1,835−4.0% | Reduced |
| Moors & Cabot, Inc. | 43,840 | $2.00M | 0.11% | +2,308+5.6% | Added |
| ORG Partners LLC | 43,086 | $1.98M | 0.25% | +35,025+434.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 43,532 | $1.98M | 0.07% | +3,396+8.5% | Added |
| Simmons Bank | 43,427 | $1.98M | 0.15% | −1,888−4.2% | Reduced |
| Independence Bank of Kentucky | 43,039 | $1.96M | 0.52% | +50+0.1% | Added |
| Optimist Retirement Group LLC | 42,920 | $1.95M | 1.03% | +2,098+5.1% | Added |
| Cary Street Partner Investment Advisory LLC | 42,807 | $1.95M | 0.08% | −1,778−4.0% | Reduced |
| Private Trust Co NA | 42,806 | $1.95M | 0.21% | −1,107−2.5% | Reduced |
| Hayek Kallen Investment Management | 42,577 | $1.94M | 0.72% | +56+0.1% | Added |
| Alley Investment Management Company, LLC | 42,159 | $1.92M | 0.26% | −790−1.8% | Reduced |
| Trust Co of Vermont | 42,091 | $1.92M | 0.10% | +320+0.8% | Added |
| Ameritas Advisory Services, LLC | 41,571 | $1.89M | 0.07% | −2,962−6.7% | Reduced |
| Federated Hermes, Inc. | 41,555 | $1.89M | 0.00% | −8,634−17.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 41,495 | $1.89M | 0.09% | +1,577+4.0% | Added |
| Veriti Management LLC | 41,394 | $1.89M | 0.12% | +8,709+26.6% | Added |