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 |
|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | 16,442 | $839.2K | 0.33% | +298+1.8% | Added |
| American Financial & Tax Strategies Inc | 16,447 | $839.5K | 0.43% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 16,451 | $839.7K | 0.12% | +4,238+34.7% | Added |
| Loomis Sayles & Co L P | 16,641 | $849.0K | 0.00% | +6,907+71.0% | Added |
| Moody Lynn & Lieberson, LLC | 16,650 | $849.8K | 0.05% | −22−0.1% | Reduced |
| Pure Financial Advisors, Inc. | 16,652 | $849.9K | 0.02% | +9,155+122.1% | Added |
| WCG Wealth Advisors LLC | 16,668 | $851.0K | 0.06% | +1,177+7.6% | Added |
| Inscription Capital, LLC | 16,683 | $851.5K | 0.13% | −1,891−10.2% | Reduced |
| First Trust Investment Solutions L.P. | 16,701 | $852.4K | 0.10% | −1,218−6.8% | Reduced |
| Klingenstein Fields & Co LP | 16,803 | $857.6K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 16,841 | $859.6K | 0.04% | +272+1.6% | Added |
| Intrust Bank NA | 16,854 | $860.2K | 0.09% | +1,168+7.4% | Added |
| Searle & Co. | 16,899 | $862.5K | 0.22% | −899−5.1% | Reduced |
| Capital Advisors Inc | 16,948 | $865.0K | 0.02% | +431+2.6% | Added |
| Carmichael Hill & Associates, Inc. | 16,993 | $867.3K | 0.32% | −122−0.7% | Reduced |
| TCG Advisory Services, LLC | 17,058 | $870.7K | 0.04% | +1,045+6.5% | Added |
| DGS Capital Management, LLC | 17,153 | $875.5K | 0.24% | +9,054+111.8% | Added |
| NBC Securities, Inc. | 17,181 | $876.0K | 0.07% | −1,533−8.2% | Reduced |
| Everett Harris & Co | 17,180 | $876.9K | 0.01% | +500+3.0% | Added |
| Williams Jones Wealth Management, LLC. | 17,299 | $882.9K | 0.01% | +202+1.2% | Added |
| North Star Investment Management Corp. | 17,323 | $884.2K | 0.06% | −79−0.5% | Reduced |
| KLCM Advisors, Inc. | 17,357 | $885.9K | 0.11% | +149+0.9% | Added |
| Mission Wealth Management, LP | 17,400 | $888.1K | 0.02% | +3,178+22.3% | Added |
| WealthPLAN Partners, LLC | 17,435 | $889.9K | 0.12% | −111−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 17,512 | $893.8K | 0.03% | −563−3.1% | Reduced |
| Trust Co of Toledo NA | 17,515 | $894.0K | 0.12% | +576+3.4% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $898.8K | 0.16% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 17,603 | $899.0K | 0.38% | +831+5.0% | Added |
| Clarius Group, LLC | 17,655 | $899.3K | 0.06% | −936−5.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 17,619 | $899.3K | 0.19% | +17,619 | New |
| Cigna Investments Inc | 17,634 | $900.0K | 0.16% | −250−1.4% | Reduced |
| Cortland Associates Inc | 17,731 | $905.0K | 0.11% | +318+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 17,418 | $906.8K | 0.01% | −456−2.6% | Reduced |
| Flputnam Investment Management Co | 17,039 | $913.2K | 0.02% | +3,577+26.6% | Added |
| Terry L. Blaker | 17,925 | $914.9K | 0.03% | +7,563+73.0% | Added |
| LS Investment Advisors, LLC | 17,936 | $915.4K | 0.14% | +4,748+36.0% | Added |
| Drucker Wealth 3.0, LLC | 17,967 | $917.1K | 0.22% | +133+0.7% | Added |
| Independent Wealth Network Inc. | 17,972 | $917.3K | 0.41% | −114−0.6% | Reduced |
| Epoch Investment Partners, Inc. | 18,182 | $928.0K | 0.00% | −476−2.6% | Reduced |
| Richard W. Paul & Associates, LLC | 18,199 | $928.9K | 0.33% | +68+0.4% | Added |
| Zhang Financial LLC | 18,454 | $941.9K | 0.06% | +202+1.1% | Added |
| StoneX Group Inc. | 18,192 | $944.7K | 0.07% | +2,491+15.9% | Added |
| Colonial Trust Co | 18,542 | $946.4K | 0.15% | +8,706+88.5% | Added |
| Widmann Financial Services, Inc. | 18,561 | $947.4K | 0.72% | +213+1.2% | Added |
| Lazari Capital Management, Inc. | 18,590 | $948.8K | 0.41% | −14,815−44.3% | Reduced |
| Financial Advisory Corp | 18,595 | $949.0K | 0.35% | +1,547+9.1% | Added |
| R.m.sincerbeaux Capital Management LLC | 18,599 | $949.3K | 0.59% | 00.0% | Unchanged |
| Smith, Moore & Co. | 18,651 | $952.0K | 0.09% | −448−2.3% | Reduced |
| Walleye Capital LLC | 18,674 | $953.1K | 0.01% | −45,828−71.0% | Reduced |
| Dudley Capital Management, LLC | 18,705 | $954.7K | 0.50% | +22+0.1% | Added |
| Pensionmark Financial Group, LLC | 18,777 | $958.4K | 0.03% | +5,593+42.4% | Added |
| Annex Advisory Services, LLC | 18,783 | $958.7K | 0.03% | −924−4.7% | Reduced |
| X-Square Capital, LLC | 18,797 | $959.0K | 0.42% | +891+5.0% | Added |
| Dark Forest Capital Management LP | 18,805 | $959.8K | 0.12% | +18,805 | New |
| Spears Abacus Advisors LLC | 18,835 | $961.3K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 18,873 | $963.0K | 0.08% | +18,873 | New |
| Mill Capital Management, LLC | 18,963 | $967.9K | 0.08% | −4,046−17.6% | Reduced |
| Franklin Street Advisors Inc | 18,986 | $969.0K | 0.07% | +167+0.9% | Added |
| KC Investment Advisors, LLC | 19,027 | $971.1K | 0.41% | +3,263+20.7% | Added |
| Westmount Partners, LLC | 19,074 | $973.5K | 0.29% | −426−2.2% | Reduced |
| WealthCare Investment Partners, LLC | 19,513 | $974.1K | 0.43% | +468+2.5% | Added |
| Kanawha Capital Management LLC | 19,211 | $980.5K | 0.07% | −480−2.4% | Reduced |
| ORG Partners LLC | 19,265 | $984.2K | 0.16% | −23,821−55.3% | Reduced |
| Sonora Investment Management Group, LLC | 19,355 | $987.9K | 0.07% | −7,600−28.2% | Reduced |
| Crestwood Advisors Group LLC | 19,407 | $990.6K | 0.02% | −1,805−8.5% | Reduced |
| Brophy Wealth Management, LLC | 19,463 | $993.4K | 0.36% | +19,463 | New |
| Moneta Group Investment Advisors LLC | 19,465 | $993.5K | 0.01% | +318+1.7% | Added |
| Viewpoint Capital Management LLC | 19,535 | $997.3K | 0.56% | −71−0.4% | Reduced |
| Larson Financial Group LLC | 19,645 | $1.00M | 0.06% | +10,509+115.0% | Added |
| Financial Counselors Inc | 19,772 | $1.01M | 0.01% | −124−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 19,779 | $1.01M | 0.02% | −32,870−62.4% | Reduced |
| Rossmore Private Capital | 19,804 | $1.01M | 0.12% | 00.0% | Unchanged |
| First Nebraska Trust Co | 20,011 | $1.02M | 0.10% | +200+1.0% | Added |
| Spreng Capital Management, Inc. | 20,113 | $1.03M | 0.48% | −7,973−28.4% | Reduced |
| Exeter Financial, LLC | 20,159 | $1.03M | 0.46% | +60.0% | Added |
| Charter Research & Investment Group, Inc. | 20,192 | $1.03M | 0.76% | −275−1.3% | Reduced |
| ICW Investment Advisors LLC | 20,207 | $1.03M | 0.43% | −707−3.4% | Reduced |
| BancorpSouth Bank | 20,302 | $1.04M | 0.07% | −72−0.4% | Reduced |
| Excalibur Management Corp | 20,317 | $1.04M | 0.40% | −504−2.4% | Reduced |
| Cidel Asset Management Inc | 20,360 | $1.04M | 0.07% | −342−1.7% | Reduced |
| Ossiam | 20,403 | $1.04M | 0.02% | +5,906+40.7% | Added |
| Beese Fulmer Investment Management, Inc. | 20,412 | $1.04M | 0.09% | −115−0.6% | Reduced |
| Sandy Spring Bank | 20,472 | $1.04M | 0.04% | −1,184−5.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 20,511 | $1.05M | 0.16% | −338−1.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 20,647 | $1.05M | 0.16% | −86−0.4% | Reduced |
| Chelsea Counsel Co | 20,300 | $1.06M | 0.52% | +1,465+7.8% | Added |
| Colonial River Wealth Management, LLC | 20,769 | $1.06M | 0.53% | −11,234−35.1% | Reduced |
| Citizens Financial Group Inc | 20,397 | $1.06M | 0.02% | −1,468−6.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.06M | 0.25% | −50−0.2% | Reduced |
| Smartleaf Asset Management LLC | 20,852 | $1.06M | 0.13% | +1,289+6.6% | Added |
| Dodge & Cox | 21,000 | $1.07M | 0.00% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 21,059 | $1.07M | 0.02% | +574+2.8% | Added |
| Beacon Financial Advisory LLC | 21,102 | $1.08M | 0.37% | −980−4.4% | Reduced |
| Finer Wealth Management, Inc. | 21,146 | $1.08M | 0.67% | +8,443+66.5% | Added |
| Burns J W & Co Inc | 21,156 | $1.08M | 0.14% | −2,150−9.2% | Reduced |
| HCR Wealth Advisors | 21,191 | $1.08M | 0.14% | −74−0.3% | Reduced |
| Plan Group Financial, LLC | 21,223 | $1.08M | 0.57% | +1,680+8.6% | Added |
| Schonfeld Strategic Advisors LLC | 21,229 | $1.08M | 0.01% | −9,050−29.9% | Reduced |
| Welch & Forbes LLC | 21,245 | $1.08M | 0.01% | +437+2.1% | Added |
| AdvisorNet Financial, Inc | 21,293 | $1.09M | 0.08% | +2,983+16.3% | Added |