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 |
|---|---|---|---|---|---|
| Shoker Investment Counsel, Inc. | 29,141 | $1.33M | 0.47% | +5,336+22.4% | Added |
| Vista Investment Partners LLC | 29,086 | $1.32M | 0.44% | −805−2.7% | Reduced |
| Delta Financial Group, Inc. | 28,979 | $1.32M | 0.55% | −1,394−4.6% | Reduced |
| Perigon Wealth Management, LLC | 28,771 | $1.31M | 0.04% | +617+2.2% | Added |
| North Star Asset Management Inc | 28,690 | $1.31M | 0.06% | −1,017−3.4% | Reduced |
| Lynch & Associates | 28,663 | $1.31M | 0.29% | −486−1.7% | Reduced |
| Applied Capital LLC | 28,370 | $1.29M | 1.13% | +865+3.1% | Added |
| Farther Finance Advisors, LLC | 27,857 | $1.28M | 0.06% | +3,109+12.6% | Added |
| Wedbush Securities Inc | 28,104 | $1.28M | 0.05% | +4,161+17.4% | Added |
| Spreng Capital Management, Inc. | 28,086 | $1.28M | 0.66% | −61−0.2% | Reduced |
| Berkeley Capital Partners, LLC | 27,943 | $1.27M | 0.38% | +1,142+4.3% | Added |
| Signaturefd, LLC | 27,830 | $1.27M | 0.03% | +2,019+7.8% | Added |
| Delta Capital Management LLC | 27,670 | $1.26M | 0.76% | −20−0.1% | Reduced |
| First Foundation Advisors | 27,519 | $1.25M | 0.05% | −1,680−5.8% | Reduced |
| Focused Wealth Management, Inc | 27,444 | $1.25M | 0.18% | +1,240+4.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,317 | $1.24M | 0.01% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 27,291 | $1.24M | 0.36% | +327+1.2% | Added |
| XML Financial, LLC | 27,286 | $1.24M | 0.13% | −110.0% | Reduced |
| Kovack Advisors, Inc. | 27,093 | $1.23M | 0.14% | −32,765−54.7% | Reduced |
| Boston Private Wealth LLC | 27,032 | $1.23M | 0.03% | −2,776−9.3% | Reduced |
| Hohimer Wealth Management, LLC | 27,018 | $1.23M | 0.29% | −9,772−26.6% | Reduced |
| Focus Financial Network, Inc. | 24,811 | $1.23M | 0.05% | +4,614+22.8% | Added |
| Geneos Wealth Management Inc. | 26,845 | $1.22M | 0.05% | −373−1.4% | Reduced |
| Left Brain Wealth Management, LLC | 26,741 | $1.22M | 0.57% | +26,741 | New |
| Infrastructure Capital Advisors, LLC | 26,702 | $1.22M | 0.17% | −413−1.5% | Reduced |
| Silverlake Wealth Management LLC | 26,502 | $1.21M | 0.50% | +2,395+9.9% | Added |
| Cascade Investment Group, Inc. | 26,459 | $1.21M | 0.94% | +400+1.5% | Added |
| Keynote Financial Services LLC | 26,284 | $1.20M | 1.00% | −90−0.3% | Reduced |
| Greenfield Savings Bank | 26,276 | $1.20M | 0.62% | −650−2.4% | Reduced |
| Radnor Capital Management, LLC | 26,196 | $1.19M | 0.36% | +849+3.3% | Added |
| Narwhal Capital Management | 26,065 | $1.19M | 0.11% | −100.0% | Reduced |
| HBK Sorce Advisory LLC | 25,999 | $1.18M | 0.04% | +1,810+7.5% | Added |
| Gratus Capital LLC | 25,883 | $1.18M | 0.05% | +16,845+186.4% | Added |
| F/M Investments LLC | 25,795 | $1.18M | 0.04% | +25,795 | New |
| Sonora Investment Management Group, LLC | 26,955 | $1.18M | 0.09% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 25,762 | $1.17M | 0.68% | +3,436+15.4% | Added |
| Wedgewood Investors Inc | 25,760 | $1.17M | 1.39% | +25,760 | New |
| Private Portfolio Partners LLC | 25,707 | $1.17M | 0.95% | −21−0.1% | Reduced |
| Berkshire Asset Management LLC | 25,620 | $1.17M | 0.06% | −108−0.4% | Reduced |
| Capital International Sarl | 25,615 | $1.17M | 0.04% | +12,197+90.9% | Added |
| Spire Wealth Management | 25,448 | $1.16M | 0.04% | −3,099−10.9% | Reduced |
| Capital CS Group, LLC | 25,361 | $1.16M | 1.33% | +110.0% | Added |
| Bradley Foster & Sargent Inc | 25,310 | $1.15M | 0.02% | +1,309+5.5% | Added |
| Crawford Investment Counsel Inc | 25,256 | $1.15M | 0.02% | +3,839+17.9% | Added |
| Logan Capital Management Inc | 25,219 | $1.15M | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 25,201 | $1.15M | 0.07% | −719−2.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 25,200 | $1.15M | 0.31% | +25,200 | New |
| First Horizon Advisors, Inc. | 25,043 | $1.14M | 0.03% | +285+1.2% | Added |
| GoalVest Advisory LLC | 25,004 | $1.14M | 0.36% | −1,212−4.6% | Reduced |
| Belpointe Asset Management LLC | 24,974 | $1.14M | 0.08% | −2,098−7.7% | Reduced |
| Fiduciary Trust Co | 24,963 | $1.14M | 0.02% | +1,078+4.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 24,922 | $1.14M | 0.26% | +375+1.5% | Added |
| Rehmann Capital Advisory Group | 24,912 | $1.13M | 0.08% | +1,909+8.3% | Added |
| Madden Securities Corp | 24,907 | $1.13M | 0.50% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 24,900 | $1.13M | 0.32% | −10,900−30.4% | Reduced |
| Buckingham Strategic Partners | 24,555 | $1.12M | 0.03% | −5,088−17.2% | Reduced |
| Ignite Planners, LLC | 24,164 | $1.11M | 0.27% | +598+2.5% | Added |
| Close Asset Management Ltd | 24,389 | $1.11M | 0.04% | −655−2.6% | Reduced |
| Harbor Capital Advisors, Inc. | 24,343 | $1.11M | 0.08% | +46+0.2% | Added |
| Alpha Cubed Investments, LLC | 24,195 | $1.10M | 0.05% | +860+3.7% | Added |
| Institutional & Family Asset Management, LLC | 24,145 | $1.10M | 0.17% | +60+0.2% | Added |
| Machina Capital S.A.S. | 23,988 | $1.09M | 0.49% | +4,634+23.9% | Added |
| Certified Advisory Corp | 23,979 | $1.09M | 0.14% | +113+0.5% | Added |
| United Advisor Group, LLC | 23,897 | $1.09M | 0.34% | +1,337+5.9% | Added |
| Park National Corp | 23,852 | $1.09M | 0.04% | −1,329−5.3% | Reduced |
| Summit Financial, LLC | 23,367 | $1.08M | 0.05% | +14,235+155.9% | Added |
| Lakeview Capital Partners, LLC | 24,847 | $1.08M | 0.18% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 21,867 | $1.08M | 0.21% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 23,697 | $1.08M | 0.01% | +23,697 | New |
| WFA Asset Management Corp | 23,662 | $1.08M | 0.61% | +3,832+19.3% | Added |
| First Hawaiian Bank | 23,607 | $1.08M | 0.04% | −1,109−4.5% | Reduced |
| Seven Eight Capital, LP | 23,543 | $1.07M | 0.11% | +23,543 | New |
| Wealth Alliance Advisory Group, LLC | 23,409 | $1.07M | 0.24% | −837−3.5% | Reduced |
| Kowal Investment Group, LLC | 23,387 | $1.07M | 0.21% | −6,962−22.9% | Reduced |
| Atlas Capital Advisors LLC | 23,350 | $1.06M | 0.14% | +22,930+5,459.5% | Added |
| Burns J W & Co Inc | 23,306 | $1.06M | 0.14% | −1,550−6.2% | Reduced |
| Clear Creek Financial Management, LLC | 23,312 | $1.06M | 0.13% | +628+2.8% | Added |
| Quilter Plc | 23,300 | $1.06M | 0.02% | −1,995−7.9% | Reduced |
| Leavell Investment Management, Inc. | 22,668 | $1.05M | 0.06% | −2,936−11.5% | Reduced |
| Mill Capital Management, LLC | 23,009 | $1.05M | 0.09% | −877−3.7% | Reduced |
| Rothschild Investment LLC | 22,953 | $1.05M | 0.07% | +953+4.3% | Added |
| Semmax Financial Advisors Inc. | 20,424 | $1.04M | 0.31% | +383+1.9% | Added |
| Lee Danner & Bass Inc | 22,830 | $1.04M | 0.08% | +22,830 | New |
| Jacobi Capital Management LLC | 22,763 | $1.04M | 0.09% | +607+2.7% | Added |
| Hexagon Capital Partners LLC | 22,729 | $1.04M | 0.22% | +3,074+15.6% | Added |
| Vise Technologies, Inc. | 22,619 | $1.03M | 0.18% | +3,543+18.6% | Added |
| Morningstar Investment Management LLC | 22,595 | $1.03M | 0.11% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 22,494 | $1.02M | 0.22% | +14,776+191.4% | Added |
| Burke & Herbert Bank & Trust Co | 22,487 | $1.02M | 0.25% | +9,818+77.5% | Added |
| Traynor Capital Management, Inc. | 22,322 | $1.02M | 0.09% | −3,970−15.1% | Reduced |
| One Capital Management, LLC | 22,257 | $1.01M | 0.03% | +267+1.2% | Added |
| Leisure Capital Management | 22,122 | $1.01M | 0.47% | +13+0.1% | Added |
| Beacon Financial Advisory LLC | 22,082 | $1.01M | 0.38% | +2,985+15.6% | Added |
| Paragon Financial Partners, Inc. | 21,978 | $1.00M | 0.78% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 21,865 | $995.9K | 0.02% | +7,983+57.5% | Added |
| Evergreen Capital Management LLC | 21,266 | $989.4K | 0.04% | +3,085+17.0% | Added |
| Sandy Spring Bank | 21,656 | $986.4K | 0.04% | +213+1.0% | Added |
| Key Client Fiduciary Advisors, LLC | 21,608 | $984.3K | 0.50% | −360−1.6% | Reduced |
| Qtron Investments LLC | 21,601 | $983.9K | 0.14% | +7,815+56.7% | Added |
| Moody National Bank Trust Division | 21,437 | $976.5K | 0.08% | +804+3.9% | Added |