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, Q3 2024
Institutional positions in Altria Group, Inc. as of Sep 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
- 1,996
- +101 vs. Q2 2024
- Shares held
- 1.02B
- +131.7M (+14.9%) vs. Q2 2024
- Total value
- $51.9B
- +$11.6B (+28.6%) vs. Q2 2024
- New holders
- 188
- 754 more added
- Sold out
- 87
- 764 more reduced
23 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 10,875 | $566.2K | 0.03% | +311+2.9% | Added |
| Loudon Investment Management, LLC | 11,117 | $567.4K | 0.31% | −1,675−13.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,137 | $568.0K | 0.26% | −608−5.2% | Reduced |
| Intrua Financial, LLC | 11,132 | $568.2K | 0.09% | −20.0% | Reduced |
| Carolinas Wealth Consulting LLC | 10,981 | $571.6K | 0.10% | −3,809−25.8% | Reduced |
| Mosley Wealth Management | 11,682 | $573.1K | 0.39% | +1,142+10.8% | Added |
| Patriot Investment Management Inc. | 11,238 | $573.6K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 11,240 | $573.7K | 0.11% | −29−0.3% | Reduced |
| Cape Investment Advisory, Inc. | 11,262 | $574.8K | 0.23% | +749+7.1% | Added |
| Patton Albertson Miller Group, LLC | 11,293 | $576.4K | 0.08% | −300−2.6% | Reduced |
| Armistice Capital, LLC | 11,310 | $577.3K | 0.02% | +3,259+40.5% | Added |
| PBMares Wealth Management LLC | 11,348 | $579.2K | 0.12% | +209+1.9% | Added |
| Herold Advisors, Inc. | 11,367 | $580.3K | 0.13% | +171+1.5% | Added |
| Cross Staff Investments Inc | 11,391 | $581.4K | 0.45% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 11,399 | $581.8K | 0.39% | +58+0.5% | Added |
| Gladstone Institutional Advisory LLC | 11,421 | $582.9K | 0.03% | +999+9.6% | Added |
| Golden State Equity Partners | 11,422 | $583.0K | 0.09% | +564+5.2% | Added |
| JT Stratford LLC | 11,459 | $584.9K | 0.10% | +99+0.9% | Added |
| Advisory Alpha, LLC | 11,515 | $587.8K | 0.02% | −606−5.0% | Reduced |
| Romano Brothers and Company | 11,528 | $588.4K | 0.07% | 00.0% | Unchanged |
| Bangor Savings Bank | 11,535 | $588.7K | 0.06% | +1,443+14.3% | Added |
| Schrum Private Wealth Management LLC | 11,544 | $589.2K | 0.30% | +5,649+95.8% | Added |
| United Bank | 11,558 | $589.9K | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 11,566 | $590.3K | 0.04% | +2,851+32.7% | Added |
| Thomasville National Bank | 11,568 | $590.4K | 0.04% | −3,515−23.3% | Reduced |
| Red Door Wealth Management, LLC | 11,598 | $591.9K | 0.10% | +449+4.0% | Added |
| Infrastructure Capital Advisors, LLC | 11,680 | $596.1K | 0.08% | −15,022−56.3% | Reduced |
| Taurus Asset Management, LLC | 11,685 | $596.4K | 0.06% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 11,695 | $596.9K | 0.07% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 11,702 | $597.3K | 0.39% | +20.0% | Added |
| Boothbay Fund Management, LLC | 11,791 | $601.8K | 0.02% | −3,743−24.1% | Reduced |
| Keystone Wealth Services, LLC | 11,835 | $604.1K | 0.17% | −112−0.9% | Reduced |
| AlphaStar Capital Management, LLC | 11,848 | $604.7K | 0.05% | +3,979+50.6% | Added |
| Cassaday & Co Wealth Management LLC | 11,869 | $605.8K | 0.02% | −375−3.1% | Reduced |
| Capital City Trust Co | 11,951 | $610.0K | 0.15% | +18+0.2% | Added |
| Davidson Trust Co | 11,953 | $610.1K | 0.31% | −20−0.2% | Reduced |
| Evercore Wealth Management, LLC | 11,954 | $610.1K | 0.01% | +94+0.8% | Added |
| MBA Advisors LLC | 11,990 | $612.0K | 0.29% | +1,005+9.1% | Added |
| Resolute Partners Group | 11,772 | $612.9K | 0.13% | +250+2.2% | Added |
| Diligent Investors, LLC | 12,120 | $618.6K | 0.14% | −192−1.6% | Reduced |
| 180 Wealth Advisors, LLC | 12,146 | $619.9K | 0.10% | −180−1.5% | Reduced |
| Gilbert & Cook, Inc. | 12,180 | $621.7K | 0.09% | +33+0.3% | Added |
| Ted Buchan & Co | 12,202 | $622.8K | 0.30% | +492+4.2% | Added |
| Delta Asset Management LLC | 12,214 | $623.4K | 0.05% | −793−6.1% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 12,231 | $624.3K | 0.42% | +240+2.0% | Added |
| Northstar Advisory Group, LLC | 12,233 | $624.3K | 0.32% | −360−2.9% | Reduced |
| Empower Advisory Group, LLC | 12,234 | $624.4K | 0.00% | −19−0.2% | Reduced |
| Synergy Financial Management, LLC | 12,247 | $625.1K | 0.10% | −1,070−8.0% | Reduced |
| Garden State Investment Advisory Services LLC | 12,241 | $625.2K | 0.20% | −775−6.0% | Reduced |
| Balentine LLC | 12,259 | $625.7K | 0.02% | +554+4.7% | Added |
| HHM Wealth Advisors, LLC | 12,263 | $625.9K | 0.09% | −2,064−14.4% | Reduced |
| Westwood Holdings Group Inc. | 12,276 | $626.6K | 0.00% | −1,419−10.4% | Reduced |
| Dakota Wealth Management | 12,278 | $627.0K | 0.01% | −36−0.3% | Reduced |
| Patten & Patten Inc | 12,297 | $627.6K | 0.04% | −250−2.0% | Reduced |
| Wedmont Private Capital | 12,575 | $627.7K | 0.04% | +1,588+14.5% | Added |
| Spinnaker Trust | 12,333 | $629.5K | 0.04% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,338 | $629.8K | 0.05% | +142+1.2% | Added |
| Wealth Effects LLC | 12,350 | $630.3K | 0.22% | +200+1.6% | Added |
| Aureus Asset Management, LLC | 12,356 | $630.6K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 12,368 | $631.4K | 0.07% | +1,185+10.6% | Added |
| Quadrant Capital Group LLC | 12,387 | $632.3K | 0.04% | −137−1.1% | Reduced |
| Rogco, LP | 12,390 | $632.4K | 0.25% | −663−5.1% | Reduced |
| Diversified Trust Co | 12,391 | $632.4K | 0.02% | +263+2.2% | Added |
| Capital Advisors Wealth Management, LLC | 12,413 | $633.6K | 0.12% | +248+2.0% | Added |
| Cornerstone Advisory, LLC | 12,473 | $636.6K | 0.08% | −1,136−8.3% | Reduced |
| SPC Financial, Inc. | 12,504 | $638.2K | 0.06% | +438+3.6% | Added |
| Aprio Wealth Management, LLC | 12,522 | $639.1K | 0.10% | +1,761+16.4% | Added |
| International Private Wealth Advisors LLC | 12,568 | $641.5K | 0.94% | −878−6.5% | Reduced |
| Cambria Investment Management, L.P. | 12,627 | $644.5K | 0.04% | +3,536+38.9% | Added |
| Spirit of America Management Corp | 12,650 | $645.7K | 0.13% | 00.0% | Unchanged |
| RFG Advisory, LLC | 12,689 | $647.7K | 0.02% | +682+5.7% | Added |
| Old Point Trust & Financial Services N A | 12,699 | $648.2K | 0.23% | −150−1.2% | Reduced |
| CenterBook Partners LP | 12,756 | $651.1K | 0.04% | +12,756 | New |
| Benchmark Financial Wealth Advisors, LLC | 12,764 | $651.5K | 0.22% | +1,239+10.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 12,774 | $652.0K | 0.19% | −2,083−14.0% | Reduced |
| Horst & Graben Wealth Management LLC | 12,817 | $654.2K | 0.12% | +201+1.6% | Added |
| Mitchell Sinkler & Starr | 12,826 | $654.6K | 0.16% | −5,976−31.8% | Reduced |
| RIA Advisory Group LLC | 12,840 | $655.3K | 0.23% | +12,840 | New |
| Pallas Capital Advisors LLC | 13,130 | $655.7K | 0.03% | −2,909−18.1% | Reduced |
| 44 Wealth Management LLC | 13,185 | $656.6K | 0.23% | +13,185 | New |
| BKD Wealth Advisors, LLC | 12,901 | $658.5K | 0.02% | −5,414−29.6% | Reduced |
| Graypoint LLC | 12,924 | $659.6K | 0.04% | +158+1.2% | Added |
| Mogy Joel R Investment Counsel Inc | 12,950 | $661.0K | 0.04% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 12,959 | $661.4K | 0.09% | +12,959 | New |
| Signature Wealth Management Partners, LLC | 12,970 | $662.0K | 0.48% | −993−7.1% | Reduced |
| Dover Advisors, LLC | 13,037 | $665.4K | 0.38% | −880−6.3% | Reduced |
| Bill Few Associates, Inc. | 13,095 | $668.4K | 0.24% | −98−0.7% | Reduced |
| Intellectus Partners, LLC | 12,840 | $668.4K | 0.17% | +577+4.7% | Added |
| Tevis Investment Management | 12,866 | $669.8K | 0.50% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 13,174 | $672.4K | 0.06% | +3,478+35.9% | Added |
| Lakeview Capital Partners, LLC | 13,211 | $674.3K | 0.11% | −11,636−46.8% | Reduced |
| Camden Capital, LLC | 13,218 | $674.6K | 0.07% | −446−3.3% | Reduced |
| Elevated Capital Advisors, LLC | 13,239 | $675.7K | 0.18% | −177−1.3% | Reduced |
| Neville Rodie & Shaw Inc | 13,273 | $678.0K | 0.05% | +48+0.4% | Added |
| LMCG Investments, LLC | 13,291 | $678.4K | 0.04% | +706+5.6% | Added |
| Insigneo Advisory Services, LLC | 13,314 | $679.5K | 0.07% | −479−3.5% | Reduced |
| Nwam LLC | 13,355 | $681.7K | 0.04% | +1,925+16.8% | Added |
| Raab & Moskowitz Asset Management LLC | 13,356 | $681.7K | 0.17% | 00.0% | Unchanged |
| Boston Family Office LLC | 13,366 | $682.0K | 0.05% | −450−3.3% | Reduced |
| Wagner Wealth Management, LLC | 13,362 | $682.0K | 0.18% | +162+1.2% | Added |