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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 13,401 | $684.0K | 0.13% | −296−2.2% | Reduced |
| Principle Wealth Partners LLC | 13,438 | $685.9K | 0.05% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 13,449 | $686.4K | 0.01% | +13,449 | New |
| Coastwise Capital Group, LLC | 13,450 | $686.5K | 0.57% | −4,058−23.2% | Reduced |
| Castle Rock Wealth Management, LLC | 13,848 | $689.6K | 0.16% | −41−0.3% | Reduced |
| Kapstone Financial Advisors LLC | 13,559 | $692.2K | 0.42% | −200−1.5% | Reduced |
| Main Street Group, LTD | 13,569 | $692.5K | 0.27% | −572−4.0% | Reduced |
| Fiduciary Group LLC | 13,575 | $692.9K | 0.07% | −326−2.3% | Reduced |
| Ti-Trust, Inc | 13,584 | $693.3K | 0.50% | −50.0% | Reduced |
| Farmers & Merchants Investments Inc | 13,606 | $694.5K | 0.02% | +1,300+10.6% | Added |
| Stegent Equity Advisors, Inc. | 13,668 | $697.6K | 0.77% | +2,139+18.6% | Added |
| Columbia Asset Management | 13,670 | $698.0K | 0.12% | +100+0.7% | Added |
| Meridian Wealth Management, LLC | 13,706 | $698.1K | 0.03% | −124−0.9% | Reduced |
| Allianz SE | 13,700 | $699.2K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 13,734 | $701.0K | 0.01% | −6,365−31.7% | Reduced |
| Chicago Partners Investment Group LLC | 14,090 | $701.7K | 0.03% | +2,485+21.4% | Added |
| Tradition Wealth Management, LLC | 13,793 | $704.0K | 0.06% | +31+0.2% | Added |
| San Luis Wealth Advisors LLC | 13,849 | $707.0K | 0.15% | +3,723+36.8% | Added |
| Davis Capital Management | 13,852 | $707.0K | 0.56% | −200−1.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,855 | $707.2K | 0.42% | 00.0% | Unchanged |
| World Equity Group, Inc. | 13,860 | $707.4K | 0.26% | −4,935−26.3% | Reduced |
| David Loasby | 14,169 | $708.1K | 0.07% | −701−4.7% | Reduced |
| Cozad Asset Management Inc | 13,916 | $710.3K | 0.07% | −300−2.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 13,917 | $710.3K | 0.13% | −100−0.7% | Reduced |
| Chicago Capital, LLC | 13,945 | $711.8K | 0.02% | −127−0.9% | Reduced |
| Samalin Investment Counsel, LLC | 13,967 | $712.9K | 0.31% | +323+2.4% | Added |
| Resurgent Financial Advisors LLC | 13,978 | $713.4K | 0.42% | −169−1.2% | Reduced |
| Everstar Asset Management, LLC | 13,984 | $713.7K | 0.49% | +13,984 | New |
| Chemung Canal Trust Co | 13,992 | $714.2K | 0.14% | +13,992 | New |
| Fifth Third Wealth Advisors LLC | 14,004 | $714.8K | 0.04% | +6,219+79.9% | Added |
| Exchange Bank | 14,018 | $715.5K | 0.59% | −95−0.7% | Reduced |
| First National Bank & Trust Co of Newtown | 14,039 | $716.5K | 0.14% | −1,150−7.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 14,109 | $720.1K | 0.53% | +104+0.7% | Added |
| Baader Bank INC | 16,575 | $721.9K | 0.06% | +7,281+78.3% | Added |
| Iron Financial, LLC | 14,172 | $723.3K | 0.39% | +14,172 | New |
| Ethic Inc. | 16,641 | $725.9K | 0.02% | −3,009−15.3% | Reduced |
| Wolff Financial Management LLC | 14,217 | $726.0K | 0.20% | +30.0% | Added |
| MCF Advisors LLC | 14,120 | $733.6K | 0.05% | +1,098+8.4% | Added |
| FLC Capital Advisors | 14,396 | $734.8K | 0.17% | +554+4.0% | Added |
| D'Orazio & Associates, Inc. | 14,404 | $735.2K | 0.10% | +1,105+8.3% | Added |
| Kapitalo Investimentos Ltda | 14,412 | $735.6K | 0.18% | +2,249+18.5% | Added |
| Gilliland Jeter Wealth Management LLC | 14,444 | $737.2K | 0.24% | +38+0.3% | Added |
| Kendall Capital Management | 14,497 | $739.9K | 0.23% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 14,504 | $740.3K | 0.03% | +3,059+26.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,506 | $740.4K | 0.03% | +3,754+34.9% | Added |
| Transcend Wealth Collective, LLC | 14,563 | $743.3K | 0.05% | −266−1.8% | Reduced |
| Walker Asset Management, LLC | 14,663 | $748.4K | 0.46% | −2,489−14.5% | Reduced |
| Checchi Capital Advisers, LLC | 14,685 | $749.5K | 0.06% | +669+4.8% | Added |
| Salvus Wealth Management, LLC | 14,688 | $749.7K | 0.46% | +393+2.7% | Added |
| Walter & Keenan Financial Consulting Co | 14,688 | $749.7K | 0.23% | +15+0.1% | Added |
| Bridgefront Capital, LLC | 14,745 | $752.6K | 0.29% | +2,415+19.6% | Added |
| Hilltop National Bank | 14,747 | $752.7K | 0.23% | +80+0.5% | Added |
| Umb Bank N A | 14,760 | $753.4K | 0.01% | +986+7.2% | Added |
| Courier Capital LLC | 14,768 | $753.8K | 0.05% | −38−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 14,793 | $755.0K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 14,841 | $757.5K | 0.07% | −120−0.8% | Reduced |
| New Vernon Capital Holdings II LLC | 14,908 | $760.9K | 0.41% | 00.0% | Unchanged |
| Adviser Investments LLC | 14,908 | $760.9K | 0.01% | +4,625+45.0% | Added |
| McGowan Group Asset Management, Inc. | 14,946 | $762.9K | 0.10% | +350+2.4% | Added |
| Compagnie Lombard Odier SCmA | 15,000 | $765.6K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 15,000 | $765.6K | 0.07% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 15,033 | $767.3K | 0.39% | −67−0.4% | Reduced |
| Brass Tax Wealth Management, Inc | 15,034 | $767.4K | 0.16% | +15,034 | New |
| Fidelis Capital Partners, LLC | 15,430 | $768.4K | 0.09% | +60.0% | Added |
| CWS Financial Advisors, LLC | 15,084 | $769.9K | 0.27% | +87+0.6% | Added |
| Bordeaux Wealth Advisors LLC | 15,089 | $770.2K | 0.14% | +996+7.1% | Added |
| Ancora Advisors, LLC | 15,112 | $771.3K | 0.02% | −1,490−9.0% | Reduced |
| Nations Financial Group Inc, | 15,182 | $774.9K | 0.06% | −271−1.8% | Reduced |
| Chapin Davis, Inc. | 15,184 | $775.0K | 0.25% | −801−5.0% | Reduced |
| Univest Financial Corp | 15,210 | $776.3K | 0.05% | +9,880+185.4% | Added |
| Galvin, Gaustad & Stein, LLC | 15,237 | $777.7K | 0.07% | −16−0.1% | Reduced |
| Philadelphia Trust Co | 15,311 | $781.0K | 0.06% | −2,672−14.9% | Reduced |
| Sanders Morris Harris LLC | 15,327 | $782.3K | 0.13% | 00.0% | Unchanged |
| IFG Advisory, LLC | 15,337 | $782.8K | 0.05% | −557−3.5% | Reduced |
| Silver Coast Investments LLC | 15,360 | $784.0K | 0.29% | −695−4.3% | Reduced |
| Ellsworth Advisors, LLC | 15,405 | $786.3K | 0.20% | +1,998+14.9% | Added |
| Modern Wealth Management, LLC | 15,582 | $795.3K | 0.05% | +4,658+42.6% | Added |
| Centaurus Financial, Inc. | 15,695 | $801.0K | 0.05% | −83−0.5% | Reduced |
| Eagle Global Advisors LLC | 15,704 | $801.5K | 0.04% | −194−1.2% | Reduced |
| Plimoth Trust Co LLC | 15,705 | $801.6K | 0.20% | −265−1.7% | Reduced |
| My Legacy Advisors, LLC | 15,740 | $803.4K | 0.32% | −3,818−19.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 15,603 | $812.3K | 0.02% | −500−3.1% | Reduced |
| Retirement Guys Formula LLC | 15,929 | $813.0K | 0.38% | +884+5.9% | Added |
| MTM Investment Management, LLC | 16,261 | $814.7K | 0.32% | +62+0.4% | Added |
| Allegheny Financial Group LTD | 15,992 | $816.2K | 0.20% | −491−3.0% | Reduced |
| Joel Isaacson & Co., LLC | 16,014 | $817.4K | 0.04% | −449−2.7% | Reduced |
| Godsey & Gibb Associates | 16,038 | $818.6K | 0.08% | −1,758−9.9% | Reduced |
| Bath Savings Trust Co | 16,086 | $821.0K | 0.08% | 00.0% | Unchanged |
| Leo Wealth, LLC | 16,092 | $821.3K | 0.08% | −989−5.8% | Reduced |
| Woodward Diversified Capital, LLC | 16,093 | $821.4K | 0.52% | −600−3.6% | Reduced |
| Forum Financial Management, LP | 16,097 | $821.6K | 0.01% | +2,730+20.4% | Added |
| Ballentine Partners, LLC | 16,099 | $821.7K | 0.01% | +801+5.2% | Added |
| Westbourne Investment Advisors, Inc. | 16,099 | $822.0K | 0.29% | 00.0% | Unchanged |
| Retirement Planning Group | 16,106 | $822.0K | 0.04% | +192+1.2% | Added |
| Marco Investment Management LLC | 16,118 | $822.7K | 0.07% | +3,025+23.1% | Added |
| Eastern Bank | 16,225 | $828.1K | 0.01% | +16,225 | New |
| Continuum Advisory, LLC | 15,006 | $831.2K | 0.11% | +1,671+12.5% | Added |
| CoreFirst Bank & Trust | 16,300 | $832.0K | 0.48% | −45−0.3% | Reduced |
| Grove Bank & Trust | 16,341 | $834.0K | 0.12% | −2,399−12.8% | Reduced |
| Mainstay Capital Management LLC | 16,429 | $838.5K | 0.14% | +16,429 | New |