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 |
|---|---|---|---|---|---|
| Hoylecohen, LLC | 21,401 | $974.8K | 0.07% | +1,728+8.8% | Added |
| HCR Wealth Advisors | 21,265 | $968.6K | 0.14% | +27+0.1% | Added |
| Griffin Asset Management, Inc. | 21,251 | $968.0K | 0.11% | −1,667−7.3% | Reduced |
| Crestwood Advisors Group LLC | 21,212 | $966.2K | 0.02% | −2,413−10.2% | Reduced |
| Welch & Forbes LLC | 20,808 | $966.2K | 0.01% | −685−3.2% | Reduced |
| Dodge & Cox | 21,000 | $956.5K | 0.00% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 20,914 | $952.6K | 0.43% | −774−3.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,895 | $951.8K | 0.22% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 20,849 | $949.7K | 0.16% | −1,025−4.7% | Reduced |
| Excalibur Management Corp | 20,821 | $948.4K | 0.39% | −42−0.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 20,733 | $944.4K | 0.16% | +1,072+5.5% | Added |
| Center For Asset Management LLC | 20,720 | $943.8K | 0.62% | +417+2.1% | Added |
| Cidel Asset Management Inc | 20,702 | $943.0K | 0.07% | +471+2.3% | Added |
| GAMMA Investing LLC | 20,662 | $941.2K | 0.13% | +9,106+78.8% | Added |
| Gray Wealth Management Inc. | 20,644 | $940.3K | 0.41% | +620+3.1% | Added |
| Girard Partners Ltd. | 20,598 | $938.2K | 0.09% | +8,228+66.5% | Added |
| Beese Fulmer Investment Management, Inc. | 20,527 | $935.0K | 0.09% | −240−1.2% | Reduced |
| Sumitomo Life Insurance Co | 20,485 | $933.1K | 0.02% | −2,583−11.2% | Reduced |
| Charter Research & Investment Group, Inc. | 20,467 | $932.3K | 0.73% | −1,200−5.5% | Reduced |
| Gsa Capital Partners LLP | 20,404 | $929.0K | 0.06% | +20,404 | New |
| BancorpSouth Bank | 20,374 | $928.0K | 0.07% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 20,214 | $920.7K | 0.02% | +9,475+88.2% | Added |
| Exeter Financial, LLC | 20,153 | $918.0K | 0.44% | −266−1.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,099 | $915.5K | 0.02% | +5,670+39.3% | Added |
| Financial Counselors Inc | 19,896 | $906.3K | 0.01% | −1,624−7.5% | Reduced |
| Mitchell Sinkler & Starr | 18,802 | $904.9K | 0.23% | 00.0% | Unchanged |
| First Nebraska Trust Co | 19,811 | $902.4K | 0.09% | −50−0.3% | Reduced |
| Rossmore Private Capital | 19,804 | $902.1K | 0.12% | −200−1.0% | Reduced |
| Profund Advisors LLC | 19,802 | $902.0K | 0.03% | −747−3.6% | Reduced |
| ISAM Funds (UK) Ltd | 19,761 | $900.1K | 0.67% | +19,761 | New |
| Annex Advisory Services, LLC | 19,707 | $897.7K | 0.03% | −173−0.9% | Reduced |
| Westmount Partners, LLC | 19,500 | $897.6K | 0.30% | +6,952+55.4% | Added |
| Kanawha Capital Management LLC | 19,691 | $896.9K | 0.07% | +2,002+11.3% | Added |
| Ethic Inc. | 19,650 | $895.1K | 0.02% | +3,009+18.1% | Added |
| Viewpoint Capital Management LLC | 19,606 | $893.1K | 0.55% | −71−0.4% | Reduced |
| My Legacy Advisors, LLC | 19,558 | $890.9K | 0.28% | +230+1.2% | Added |
| Plan Group Financial, LLC | 19,543 | $890.2K | 0.54% | +8,081+70.5% | Added |
| Smartleaf Asset Management LLC | 19,563 | $889.3K | 0.15% | +10,199+108.9% | Added |
| Modera Wealth Management, LLC | 19,508 | $888.6K | 0.01% | −3,436−15.0% | Reduced |
| Taylor Hoffman Wealth Management | 19,278 | $887.4K | 0.36% | 00.0% | Unchanged |
| Chelsea Counsel Co | 18,835 | $876.4K | 0.44% | +505+2.8% | Added |
| Moneta Group Investment Advisors LLC | 19,147 | $872.1K | 0.01% | +2,085+12.2% | Added |
| Stevens Capital Management LP | 19,141 | $872.0K | 0.30% | +19,141 | New |
| Smith, Moore & Co. | 19,099 | $870.0K | 0.09% | −2,259−10.6% | Reduced |
| Clarity Financial LLC | 19,092 | $869.7K | 0.13% | −1,076−5.3% | Reduced |
| WealthCare Investment Partners, LLC | 19,045 | $867.5K | 0.40% | +332+1.8% | Added |
| Brighton Jones LLC | 18,854 | $858.8K | 0.03% | −1,467−7.2% | Reduced |
| Spears Abacus Advisors LLC | 18,835 | $857.9K | 0.02% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 18,819 | $857.0K | 0.06% | 00.0% | Unchanged |
| World Equity Group, Inc. | 18,795 | $856.1K | 0.26% | −407−2.1% | Reduced |
| Grove Bank & Trust | 18,740 | $853.6K | 0.14% | −46−0.2% | Reduced |
| NBC Securities, Inc. | 18,714 | $852.0K | 0.08% | −362−1.9% | Reduced |
| Dudley Capital Management, LLC | 18,683 | $851.0K | 0.48% | −2,835−13.2% | Reduced |
| Epoch Investment Partners, Inc. | 18,658 | $849.9K | 0.00% | −45,617−71.0% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 18,599 | $847.2K | 0.56% | −6,896−27.0% | Reduced |
| Clarius Group, LLC | 18,591 | $846.8K | 0.06% | +6,765+57.2% | Added |
| Inscription Capital, LLC | 18,574 | $846.1K | 0.14% | −1,739−8.6% | Reduced |
| Widmann Financial Services, Inc. | 18,348 | $835.7K | 0.68% | −192−1.0% | Reduced |
| BKD Wealth Advisors, LLC | 18,315 | $834.3K | 0.02% | +5,226+39.9% | Added |
| AdvisorNet Financial, Inc | 18,310 | $834.0K | 0.08% | −1,267−6.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 18,295 | $833.4K | 0.08% | +7,177+64.6% | Added |
| Bartlett & Co. Wealth Management LLC | 17,874 | $831.7K | 0.01% | −206−1.1% | Reduced |
| Zhang Financial LLC | 18,252 | $831.4K | 0.06% | −143−0.8% | Reduced |
| Richard W. Paul & Associates, LLC | 18,131 | $825.9K | 0.32% | +373+2.1% | Added |
| Independent Wealth Network Inc. | 18,086 | $823.8K | 0.38% | −464−2.5% | Reduced |
| Ameritas Investment Partners, Inc. | 18,075 | $823.3K | 0.03% | −1,000−5.2% | Reduced |
| Philadelphia Trust Co | 17,983 | $819.0K | 0.06% | −338−1.8% | Reduced |
| First Trust Investment Solutions L.P. | 17,919 | $816.2K | 0.11% | −1,288−6.7% | Reduced |
| X-Square Capital, LLC | 17,906 | $816.0K | 0.38% | +183+1.0% | Added |
| Cigna Investments Inc | 17,884 | $815.0K | 0.15% | −894−4.8% | Reduced |
| Impact Partnership Wealth, LLC | 17,852 | $813.2K | 0.21% | +1,623+10.0% | Added |
| Drucker Wealth 3.0, LLC | 17,834 | $812.3K | 0.22% | +17,834 | New |
| Searle & Co. | 17,798 | $810.7K | 0.19% | +17,798 | New |
| Godsey & Gibb Associates | 17,796 | $810.6K | 0.08% | +655+3.8% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $802.1K | 0.17% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 17,546 | $799.2K | 0.09% | −445−2.5% | Reduced |
| Oak Thistle LLC | 17,532 | $798.6K | 0.59% | +4,001+29.6% | Added |
| Coastwise Capital Group, LLC | 17,508 | $797.5K | 0.76% | +156+0.9% | Added |
| Cortland Associates Inc | 17,413 | $793.0K | 0.10% | +333+1.9% | Added |
| North Star Investment Management Corp. | 17,402 | $792.7K | 0.06% | −131−0.7% | Reduced |
| Pallas Capital Advisors LLC | 16,039 | $791.2K | 0.04% | +6,469+67.6% | Added |
| KLCM Advisors, Inc. | 17,208 | $783.8K | 0.10% | −724−4.0% | Reduced |
| Leo Wealth, LLC | 17,081 | $782.1K | 0.08% | +2,593+17.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 17,156 | $781.5K | 0.27% | +7,577+79.1% | Added |
| Walker Asset Management, LLC | 17,152 | $781.3K | 0.53% | +360+2.1% | Added |
| Carmichael Hill & Associates, Inc. | 17,115 | $779.6K | 0.32% | +60.0% | Added |
| Williams Jones Wealth Management, LLC. | 17,097 | $778.8K | 0.01% | +148+0.9% | Added |
| Financial Advisory Corp | 17,048 | $777.0K | 0.32% | +8,868+108.4% | Added |
| Fidelis Capital Partners, LLC | 15,424 | $771.7K | 0.11% | +6,162+66.5% | Added |
| Trust Co of Toledo NA | 16,939 | $771.6K | 0.11% | +16,939 | New |
| Klingenstein Fields & Co LP | 16,803 | $765.4K | 0.03% | −1,799−9.7% | Reduced |
| Sentry Investment Management LLC | 16,772 | $764.0K | 0.34% | −3,435−17.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 16,708 | $761.0K | 0.06% | +2,490+17.5% | Added |
| Straight Path Wealth Management | 16,701 | $760.7K | 0.39% | +70.0% | Added |
| Woodward Diversified Capital, LLC | 16,693 | $760.4K | 0.45% | −141−0.8% | Reduced |
| Everett Harris & Co | 16,680 | $759.8K | 0.01% | −120−0.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 16,672 | $759.4K | 0.05% | −115−0.7% | Reduced |
| Ancora Advisors, LLC | 16,602 | $756.2K | 0.02% | +22+0.1% | Added |
| Avidian Wealth Solutions, LLC | 16,569 | $754.7K | 0.04% | +6,356+62.2% | Added |
| Capital Advisors Inc | 16,517 | $752.4K | 0.02% | −485−2.9% | Reduced |