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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 41,386 | $1.89M | 0.06% | +1,663+4.2% | Added |
| Howard Capital Management Group, LLC | 41,184 | $1.88M | 0.14% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 41,169 | $1.88M | 0.10% | +159+0.4% | Added |
| Welch Group, LLC | 40,925 | $1.86M | 0.09% | +2,039+5.2% | Added |
| Csenge Advisory Group | 40,895 | $1.86M | 0.11% | +2,517+6.6% | Added |
| Beverly Hills Private Wealth, LLC | 40,868 | $1.86M | 0.40% | −1,370−3.2% | Reduced |
| M Holdings Securities, Inc. | 40,558 | $1.85M | 0.24% | +29,735+274.7% | Added |
| Fortune Financial Advisors, LLC | 40,486 | $1.84M | 1.13% | −118−0.3% | Reduced |
| Parallel Advisors, LLC | 40,315 | $1.84M | 0.05% | −3,079−7.1% | Reduced |
| Aviance Capital Partners, LLC | 40,171 | $1.83M | 0.26% | +1,275+3.3% | Added |
| South State Corp. | 40,150 | $1.83M | 0.13% | −861−2.1% | Reduced |
| Affinity Investment Advisors, LLC | 40,144 | $1.83M | 1.37% | +1,417+3.7% | Added |
| Horizon Kinetics Asset Management LLC | 40,056 | $1.82M | 0.03% | +750+1.9% | Added |
| Amica Mutual Insurance Co | 39,899 | $1.82M | 0.18% | 00.0% | Unchanged |
| Elequin Capital LP | 39,772 | $1.80M | 0.48% | −18,250−31.5% | Reduced |
| Green Square Capital Advisors LLC | 39,421 | $1.80M | 0.25% | −1,993−4.8% | Reduced |
| Moloney Securities Asset Management, LLC | 39,378 | $1.79M | 0.26% | +7,796+24.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 38,943 | $1.77M | 0.00% | +33,143+571.4% | Added |
| Stolper Co | 38,937 | $1.77M | 0.62% | −102−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 38,840 | $1.77M | 0.08% | +340+0.9% | Added |
| Ellenbecker Investment Group | 38,551 | $1.76M | 0.35% | −1,267−3.2% | Reduced |
| Symmetry Investments LP | 38,509 | $1.75M | 0.22% | +38,509 | New |
| Investment Management Corp of Ontario | 38,396 | $1.75M | 0.05% | +9,800+34.3% | Added |
| Coldstream Capital Management Inc | 38,262 | $1.74M | 0.04% | +2,630+7.4% | Added |
| Doliver Advisors, LP | 38,238 | $1.74M | 0.49% | −3,447−8.3% | Reduced |
| Sequoia Financial Advisors, LLC | 38,231 | $1.74M | 0.02% | +6,068+18.9% | Added |
| Warren Averett Asset Management, LLC | 38,154 | $1.74M | 0.03% | +2,711+7.6% | Added |
| EP Wealth Advisors, LLC | 38,045 | $1.73M | 0.02% | +768+2.1% | Added |
| Groupama Asset Managment | 74,252 | $1.72M | 0.04% | +55,077+287.2% | Added |
| Tyler-Stone Wealth Management | 37,443 | $1.71M | 0.70% | −2,436−6.1% | Reduced |
| Range Financial Group LLC | 37,103 | $1.69M | 0.86% | +1,955+5.6% | Added |
| Wesbanco Bank Inc | 37,066 | $1.69M | 0.06% | +86+0.2% | Added |
| Quantitative Investment Management, LLC | 37,034 | $1.69M | 0.18% | −394,067−91.4% | Reduced |
| Icon Wealth Advisors, LLC | 34,387 | $1.69M | 0.15% | +2,070+6.4% | Added |
| TCW Group Inc | 36,732 | $1.67M | 0.01% | +232+0.6% | Added |
| Investors Asset Management of Georgia Inc | 36,636 | $1.67M | 0.81% | −600−1.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 36,614 | $1.67M | 0.17% | −1,462−3.8% | Reduced |
| IHT Wealth Management, LLC | 36,490 | $1.66M | 0.06% | +152+0.4% | Added |
| Washington Trust Bank | 36,194 | $1.65M | 0.16% | −1,489−4.0% | Reduced |
| Weinberger Asset Management, Inc | 36,076 | $1.64M | 0.77% | +79+0.2% | Added |
| Valicenti Advisory Services Inc | 36,076 | $1.64M | 0.44% | +4,880+15.6% | Added |
| SpiderRock Advisors, LLC | 35,784 | $1.63M | 0.04% | −77,906−68.5% | Reduced |
| Greenleaf Trust | 35,752 | $1.63M | 0.02% | +2,278+6.8% | Added |
| Koshinski Asset Management, Inc. | 34,635 | $1.62M | 0.15% | +15,261+78.8% | Added |
| Bollard Group LLC | 35,399 | $1.61M | 0.05% | +5,683+19.1% | Added |
| Northeast Financial Consultants Inc | 35,287 | $1.61M | 0.07% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,270 | $1.61M | 0.05% | −4,872−12.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 34,989 | $1.59M | 0.03% | −2,197−5.9% | Reduced |
| Meeder Advisory Services, Inc. | 34,927 | $1.59M | 0.11% | +9,930+39.7% | Added |
| GM Advisory Group, Inc. | 34,592 | $1.58M | 0.10% | +2,041+6.3% | Added |
| Central Pacific Bank - Trust Division | 34,553 | $1.57M | 0.19% | −1,670−4.6% | Reduced |
| CMG Global Holdings, LLC | 34,431 | $1.57M | 1.04% | +194+0.6% | Added |
| Poehling Capital Management, LLC | 34,362 | $1.57M | 0.43% | −92−0.3% | Reduced |
| SageView Advisory Group, LLC | 34,306 | $1.56M | 0.07% | −1,925−5.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 34,205 | $1.56M | 0.24% | −23,922−41.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 34,103 | $1.55M | 0.07% | +5,294+18.4% | Added |
| Bleakley Financial Group, LLC | 34,093 | $1.55M | 0.04% | +1,502+4.6% | Added |
| Next Level Private LLC | 34,049 | $1.55M | 0.71% | +246+0.7% | Added |
| WP Advisors, LLC | 33,765 | $1.54M | 0.49% | +502+1.5% | Added |
| International Assets Investment Management, LLC | 109,239 | $1.54M | 0.14% | +11,493+11.8% | Added |
| Ashton Thomas Private Wealth, LLC | 33,484 | $1.53M | 0.08% | −358−1.1% | Reduced |
| Lazari Capital Management, Inc. | 33,405 | $1.52M | 0.69% | −382−1.1% | Reduced |
| CSS LLC | 33,200 | $1.51M | 0.11% | +2,000+6.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 33,096 | $1.51M | 0.64% | +2,755+9.1% | Added |
| Salem Investment Counselors Inc | 32,136 | $1.49M | 0.05% | −2,150−6.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 32,572 | $1.48M | 0.45% | +32,572 | New |
| Kathmere Capital Management, LLC | 32,477 | $1.48M | 0.16% | +4,769+17.2% | Added |
| Ausdal Financial Partners, Inc. | 32,455 | $1.48M | 0.16% | +4,636+16.7% | Added |
| Cullinan Associates Inc | 32,177 | $1.47M | 0.08% | −200−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 32,171 | $1.47M | 0.12% | −1,448−4.3% | Reduced |
| King Luther Capital Management Corp | 32,146 | $1.46M | 0.01% | −774−2.4% | Reduced |
| Wetherby Asset Management Inc | 32,114 | $1.46M | 0.07% | +4,042+14.4% | Added |
| IFP Advisors, Inc | 32,005 | $1.46M | 0.06% | +2,962+10.2% | Added |
| Colonial River Wealth Management, LLC | 32,003 | $1.46M | 0.78% | −4,457−12.2% | Reduced |
| Kavar Capital Partners Group, LLC | 31,685 | $1.44M | 0.26% | −952−2.9% | Reduced |
| Stratos Wealth Advisors, LLC | 31,531 | $1.44M | 0.07% | −11,306−26.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 31,441 | $1.43M | 0.02% | −5,366−14.6% | Reduced |
| Thoroughbred Financial Services, LLC | 31,360 | $1.43M | 0.10% | +31,360 | New |
| Fulton Bank, N.A. | 31,162 | $1.42M | 0.06% | −2,407−7.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 31,049 | $1.41M | 0.01% | +2,627+9.2% | Added |
| Brandywine Trust Co | 30,814 | $1.40M | 0.23% | 00.0% | Unchanged |
| Botty Investors LLC | 30,117 | $1.40M | 0.53% | −1,150−3.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 30,657 | $1.40M | 0.21% | −507−1.6% | Reduced |
| Whitener Capital Management, Inc. | 30,590 | $1.39M | 0.42% | +3,670+13.6% | Added |
| Simplex Trading, LLC | 30,583 | $1.39M | 0.04% | +24,626+413.4% | Added |
| Caldwell Trust Co | 30,573 | $1.39M | 0.15% | −1,490−4.6% | Reduced |
| HF Advisory Group, LLC | 30,375 | $1.38M | 0.72% | +722+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 30,279 | $1.38M | 0.01% | −154,773−83.6% | Reduced |
| Exencial Wealth Advisors, LLC | 30,260 | $1.38M | 0.05% | −217−0.7% | Reduced |
| Means Investment Co., Inc. | 30,198 | $1.38M | 0.16% | −2,559−7.8% | Reduced |
| Integrated Advisors Network LLC | 30,058 | $1.37M | 0.07% | +2,636+9.6% | Added |
| Two Sigma Securities, LLC | 30,031 | $1.37M | 0.07% | −451,802−93.8% | Reduced |
| Horizon Investments, LLC | 30,025 | $1.37M | 0.04% | −495−1.6% | Reduced |
| Atom Investors LP | 29,766 | $1.36M | 0.14% | +3,002+11.2% | Added |
| Agf Management Ltd | 29,655 | $1.35M | 0.01% | +29,655 | New |
| Western Wealth Management, LLC | 29,644 | $1.35M | 0.10% | +507+1.7% | Added |
| Daymark Wealth Partners, LLC | 29,592 | $1.35M | 0.06% | +1,598+5.7% | Added |
| First City Capital Management, Inc. | 29,408 | $1.34M | 0.75% | −2,578−8.1% | Reduced |
| Marino, Stram & Associates LLC | 29,306 | $1.33M | 0.33% | −1,041−3.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 29,303 | $1.33M | 0.06% | +16,552+129.8% | Added |