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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Quilter Plc | 21,300 | $1.09M | 0.02% | −2,000−8.6% | Reduced |
| Modera Wealth Management, LLC | 21,461 | $1.10M | 0.01% | +1,953+10.0% | Added |
| Private Portfolio Partners LLC | 21,512 | $1.10M | 0.21% | −4,195−16.3% | Reduced |
| Center For Asset Management LLC | 21,565 | $1.10M | 0.66% | +845+4.1% | Added |
| Qtron Investments LLC | 21,601 | $1.10M | 0.15% | 00.0% | Unchanged |
| GTS Securities LLC | 21,635 | $1.10M | 0.02% | −104,010−82.8% | Reduced |
| Hexagon Capital Partners LLC | 21,648 | $1.10M | 0.22% | −1,081−4.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 21,796 | $1.11M | 0.51% | +188+0.9% | Added |
| Morningstar Investment Management LLC | 22,341 | $1.11M | 0.11% | −254−1.1% | Reduced |
| Gray Wealth Management Inc. | 21,857 | $1.12M | 0.44% | +1,213+5.9% | Added |
| FRG Family Wealth Advisors LLC | 21,867 | $1.12M | 0.20% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 21,978 | $1.12M | 0.82% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 22,040 | $1.12M | 0.21% | −1,347−5.8% | Reduced |
| Close Asset Management Ltd | 22,118 | $1.13M | 0.03% | −2,271−9.3% | Reduced |
| Crawford Investment Counsel Inc | 22,181 | $1.13M | 0.02% | −3,075−12.2% | Reduced |
| Clarity Financial LLC | 22,194 | $1.13M | 0.13% | +3,102+16.2% | Added |
| One Capital Management, LLC | 22,240 | $1.14M | 0.04% | −17−0.1% | Reduced |
| Leisure Capital Management | 22,291 | $1.14M | 0.49% | +169+0.8% | Added |
| Semmax Financial Advisors Inc. | 21,036 | $1.15M | 0.31% | +612+3.0% | Added |
| Burke & Herbert Bank & Trust Co | 22,485 | $1.15M | 0.27% | −20.0% | Reduced |
| Ignite Planners, LLC | 22,697 | $1.16M | 0.27% | −1,467−6.1% | Reduced |
| Vise Technologies, Inc. | 22,824 | $1.16M | 0.15% | +205+0.9% | Added |
| Jacobi Capital Management LLC | 22,861 | $1.17M | 0.09% | +98+0.4% | Added |
| Berkshire Asset Management LLC | 25,620 | $1.17M | 0.06% | 00.0% | Unchanged |
| Rothschild Investment LLC | 22,885 | $1.17M | 0.08% | −68−0.3% | Reduced |
| Clear Creek Financial Management, LLC | 22,912 | $1.17M | 0.13% | −400−1.7% | Reduced |
| Traynor Capital Management, Inc. | 22,979 | $1.17M | 0.10% | +657+2.9% | Added |
| Park National Corp | 23,030 | $1.18M | 0.04% | −822−3.4% | Reduced |
| Lee Danner & Bass Inc | 23,080 | $1.18M | 0.08% | +250+1.1% | Added |
| Fiduciary Trust Co | 23,188 | $1.18M | 0.02% | −1,775−7.1% | Reduced |
| CSS LLC | 23,200 | $1.18M | 0.07% | −10,000−30.1% | Reduced |
| Precedent Wealth Partners, LLC | 23,301 | $1.19M | 0.39% | +23,301 | New |
| Spire Wealth Management | 23,327 | $1.19M | 0.04% | −2,121−8.3% | Reduced |
| VeraBank, N.A. | 23,506 | $1.20M | 0.35% | +8,534+57.0% | Added |
| Leavell Investment Management, Inc. | 23,122 | $1.20M | 0.06% | +454+2.0% | Added |
| Jaffetilchin Investment Partners, LLC | 23,850 | $1.22M | 0.09% | +7,142+42.7% | Added |
| Groupama Asset Managment | 59,004 | $1.22M | 0.03% | −15,248−20.5% | Reduced |
| Focus Financial Network, Inc. | 23,651 | $1.23M | 0.05% | −1,160−4.7% | Reduced |
| Simplicity Wealth,LLC | 24,149 | $1.23M | 0.11% | −32,036−57.0% | Reduced |
| First Horizon Advisors, Inc. | 24,186 | $1.23M | 0.03% | −857−3.4% | Reduced |
| Flagship Harbor Advisors, LLC | 24,214 | $1.24M | 0.07% | −987−3.9% | Reduced |
| Alpha Cubed Investments, LLC | 24,249 | $1.24M | 0.06% | +54+0.2% | Added |
| Atlas Capital Advisors LLC | 24,557 | $1.25M | 0.19% | +1,207+5.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 24,582 | $1.25M | 0.26% | −340−1.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 24,591 | $1.26M | 0.26% | +1,182+5.0% | Added |
| Moody National Bank Trust Division | 24,607 | $1.26M | 0.13% | +3,170+14.8% | Added |
| Certified Advisory Corp | 24,645 | $1.26M | 0.14% | +666+2.8% | Added |
| Scientech Research LLC | 24,817 | $1.27M | 0.25% | +24,817 | New |
| Congress Wealth Management LLC | 24,820 | $1.27M | 0.02% | +12,319+98.5% | Added |
| Paradigm Asset Management Co LLC | 24,900 | $1.27M | 0.33% | 00.0% | Unchanged |
| Madden Securities Corp | 24,907 | $1.27M | 0.55% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 25,000 | $1.28M | 0.01% | −35,000−58.3% | Reduced |
| Ronald Blue Trust, Inc. | 28,058 | $1.28M | 0.02% | +15,500+123.4% | Added |
| Profund Advisors LLC | 25,189 | $1.29M | 0.05% | +5,387+27.2% | Added |
| Logan Capital Management Inc | 25,219 | $1.29M | 0.05% | 00.0% | Unchanged |
| Capital CS Group, LLC | 25,372 | $1.30M | 1.56% | +110.0% | Added |
| Rehmann Capital Advisory Group | 25,397 | $1.30M | 0.08% | +485+1.9% | Added |
| HBK Sorce Advisory LLC | 25,563 | $1.30M | 0.04% | −436−1.7% | Reduced |
| Harbor Capital Advisors, Inc. | 25,664 | $1.31M | 0.06% | +1,321+5.4% | Added |
| Wedgewood Investors Inc | 25,760 | $1.31M | 1.44% | 00.0% | Unchanged |
| Agf Management Ltd | 26,011 | $1.33M | 0.01% | −3,644−12.3% | Reduced |
| Narwhal Capital Management | 26,065 | $1.33M | 0.12% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 26,109 | $1.33M | 0.98% | −350−1.3% | Reduced |
| Gsa Capital Partners LLP | 26,123 | $1.33M | 0.10% | +5,719+28.0% | Added |
| Leonteq Securities AG | 26,209 | $1.34M | 0.16% | +15,271+139.6% | Added |
| Greenfield Savings Bank | 26,226 | $1.34M | 0.63% | −50−0.2% | Reduced |
| Keynote Financial Services LLC | 26,284 | $1.34M | 1.02% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 26,346 | $1.34M | 0.70% | +584+2.3% | Added |
| Kovack Advisors, Inc. | 26,426 | $1.35M | 0.14% | −667−2.5% | Reduced |
| Radnor Capital Management, LLC | 26,496 | $1.35M | 0.20% | +300+1.1% | Added |
| XML Financial, LLC | 26,589 | $1.36M | 0.13% | −697−2.6% | Reduced |
| Left Brain Wealth Management, LLC | 26,776 | $1.37M | 0.64% | +35+0.1% | Added |
| GoalVest Advisory LLC | 26,778 | $1.37M | 0.39% | +1,774+7.1% | Added |
| Griffin Asset Management, Inc. | 26,795 | $1.37M | 0.15% | +5,544+26.1% | Added |
| Keudell/Morrison Wealth Management | 26,866 | $1.37M | 0.37% | −425−1.6% | Reduced |
| Buckingham Strategic Partners | 26,917 | $1.37M | 0.03% | +2,362+9.6% | Added |
| Norden Group LLC | 27,012 | $1.38M | 0.16% | +12,037+80.4% | Added |
| Hohimer Wealth Management, LLC | 27,018 | $1.38M | 0.30% | 00.0% | Unchanged |
| First Foundation Advisors | 27,044 | $1.38M | 0.05% | −475−1.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 27,156 | $1.39M | 0.10% | +8,861+48.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,317 | $1.39M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 27,317 | $1.39M | 0.01% | +27,317 | New |
| Focused Wealth Management, Inc | 27,507 | $1.40M | 0.19% | +63+0.2% | Added |
| Crestline Management, LP | 27,523 | $1.40M | 0.08% | −62,777−69.5% | Reduced |
| United Advisor Group, LLC | 27,560 | $1.41M | 0.32% | +3,663+15.3% | Added |
| North Star Asset Management Inc | 27,600 | $1.41M | 0.06% | −1,090−3.8% | Reduced |
| Jump Financial, LLC | 27,654 | $1.41M | 0.03% | +13,303+92.7% | Added |
| Delta Capital Management LLC | 27,670 | $1.41M | 0.81% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 27,658 | $1.41M | 1.35% | +27,658 | New |
| Berkeley Capital Partners, LLC | 27,987 | $1.43M | 0.41% | +44+0.2% | Added |
| Applied Capital LLC | 28,147 | $1.44M | 1.12% | −223−0.8% | Reduced |
| Perigon Wealth Management, LLC | 28,156 | $1.44M | 0.04% | −615−2.1% | Reduced |
| Silverlake Wealth Management LLC | 28,327 | $1.45M | 0.56% | +1,825+6.9% | Added |
| First City Capital Management, Inc. | 28,547 | $1.46M | 0.75% | −861−2.9% | Reduced |
| WFA Asset Management Corp | 28,595 | $1.46M | 0.79% | +4,933+20.8% | Added |
| GAMMA Investing LLC | 28,656 | $1.46M | 0.15% | +7,994+38.7% | Added |
| Shoker Investment Counsel, Inc. | 28,711 | $1.47M | 0.49% | −430−1.5% | Reduced |
| Horizon Investments, LLC | 28,745 | $1.47M | 0.04% | −1,280−4.3% | Reduced |
| Vista Investment Partners LLC | 28,746 | $1.47M | 0.47% | −340−1.2% | Reduced |
| HF Advisory Group, LLC | 28,917 | $1.48M | 0.69% | −1,458−4.8% | Reduced |