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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 28,971 | $1.48M | 0.01% | −156,865−84.4% | Reduced |
| Delta Financial Group, Inc. | 29,062 | $1.48M | 0.55% | +83+0.3% | Added |
| Taylor Hoffman Capital Management LLC | 27,337 | $1.49M | 0.57% | +27,337 | New |
| Exencial Wealth Advisors, LLC | 29,286 | $1.49M | 0.05% | −974−3.2% | Reduced |
| Fulton Bank, N.A. | 29,295 | $1.50M | 0.06% | −1,867−6.0% | Reduced |
| Signaturefd, LLC | 29,332 | $1.50M | 0.03% | +1,502+5.4% | Added |
| Winton Group Ltd | 29,391 | $1.50M | 0.11% | +29,391 | New |
| Lynch & Associates | 29,513 | $1.51M | 0.32% | +850+3.0% | Added |
| Oak Thistle LLC | 29,513 | $1.51M | 0.49% | +11,981+68.3% | Added |
| Marino, Stram & Associates LLC | 29,594 | $1.51M | 0.34% | +288+1.0% | Added |
| Means Investment Co., Inc. | 29,764 | $1.52M | 0.17% | −434−1.4% | Reduced |
| Cornercap Investment Counsel Inc | 29,791 | $1.52M | 0.45% | −33,253−52.7% | Reduced |
| Daymark Wealth Partners, LLC | 29,828 | $1.52M | 0.06% | +236+0.8% | Added |
| IFP Advisors, Inc | 29,904 | $1.53M | 0.06% | −2,101−6.6% | Reduced |
| Western Wealth Management, LLC | 29,945 | $1.53M | 0.09% | +301+1.0% | Added |
| First Hawaiian Bank | 30,424 | $1.55M | 0.05% | +6,817+28.9% | Added |
| Caldwell Trust Co | 30,480 | $1.56M | 0.16% | −93−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 30,528 | $1.56M | 0.15% | −1,643−5.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 30,664 | $1.57M | 0.21% | +70.0% | Added |
| Botty Investors LLC | 30,117 | $1.57M | 0.52% | 00.0% | Unchanged |
| Capital International Sarl | 30,727 | $1.57M | 0.04% | +5,112+20.0% | Added |
| Brandywine Trust Co | 30,814 | $1.57M | 0.23% | 00.0% | Unchanged |
| Summit Financial, LLC | 30,264 | $1.58M | 0.06% | +6,897+29.5% | Added |
| Cullinan Associates Inc | 32,177 | $1.58M | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 30,989 | $1.58M | 0.10% | −371−1.2% | Reduced |
| Integrated Advisors Network LLC | 31,443 | $1.60M | 0.08% | +1,385+4.6% | Added |
| Stratos Wealth Advisors, LLC | 31,465 | $1.61M | 0.07% | −66−0.2% | Reduced |
| Shell Asset Management Co | 31,506 | $1.61M | 0.07% | +31,506 | New |
| Wetherby Asset Management Inc | 31,584 | $1.61M | 0.07% | −530−1.7% | Reduced |
| Bradley Foster & Sargent Inc | 31,610 | $1.61M | 0.03% | +6,300+24.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 27,567 | $1.62M | 0.01% | −152,996−84.7% | Reduced |
| WP Advisors, LLC | 31,793 | $1.62M | 0.59% | −1,972−5.8% | Reduced |
| OmniStar Financial Group, Inc. | 31,784 | $1.62M | 1.22% | +15,532+95.6% | Added |
| Kavar Capital Partners Group, LLC | 31,935 | $1.63M | 0.26% | +250+0.8% | Added |
| King Luther Capital Management Corp | 32,148 | $1.64M | 0.01% | +20.0% | Added |
| Nicholas Hoffman & Company, LLC. | 32,182 | $1.64M | 0.07% | −1,921−5.6% | Reduced |
| Federated Hermes, Inc. | 32,393 | $1.65M | 0.00% | −9,162−22.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 32,444 | $1.66M | 0.02% | +1,003+3.2% | Added |
| Bogart Wealth, LLC | 32,491 | $1.66M | 0.08% | −14,696−31.1% | Reduced |
| SageView Advisory Group, LLC | 32,775 | $1.67M | 0.08% | −1,531−4.5% | Reduced |
| Poehling Capital Management, LLC | 32,792 | $1.67M | 0.43% | −1,570−4.6% | Reduced |
| Bleakley Financial Group, LLC | 33,437 | $1.71M | 0.05% | −656−1.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 33,658 | $1.72M | 0.68% | +562+1.7% | Added |
| Atom Investors LP | 33,669 | $1.72M | 0.18% | +3,903+13.1% | Added |
| Salem Investment Counselors Inc | 33,075 | $1.72M | 0.05% | +939+2.9% | Added |
| Beverly Hills Private Wealth, LLC | 33,849 | $1.73M | 0.35% | −7,019−17.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 34,127 | $1.74M | 0.24% | −78−0.2% | Reduced |
| Ausdal Financial Partners, Inc. | 34,132 | $1.74M | 0.18% | +1,677+5.2% | Added |
| Moloney Securities Asset Management, LLC | 34,250 | $1.75M | 0.23% | −5,128−13.0% | Reduced |
| Bluefin Capital Management, LLC | 34,300 | $1.75M | 0.71% | +18,731+120.3% | Added |
| Whitener Capital Management, Inc. | 34,420 | $1.76M | 0.50% | +3,830+12.5% | Added |
| Bellecapital International Ltd. | 34,431 | $1.76M | 0.35% | +11,937+53.1% | Added |
| Central Pacific Bank - Trust Division | 34,553 | $1.76M | 0.22% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 34,596 | $1.77M | 0.15% | +209+0.6% | Added |
| Koshinski Asset Management, Inc. | 34,724 | $1.77M | 0.15% | +89+0.3% | Added |
| Wedbush Securities Inc | 34,859 | $1.78M | 0.07% | +6,755+24.0% | Added |
| Ferguson Wellman Capital Management, Inc | 34,942 | $1.78M | 0.03% | −47−0.1% | Reduced |
| Essex Financial Services, Inc. | 35,740 | $1.79M | 0.13% | −8,232−18.7% | Reduced |
| CMG Global Holdings, LLC | 35,147 | $1.79M | 1.01% | +716+2.1% | Added |
| Ashton Thomas Private Wealth, LLC | 35,425 | $1.81M | 0.10% | +1,941+5.8% | Added |
| Weinberger Asset Management, Inc | 35,814 | $1.83M | 0.78% | −262−0.7% | Reduced |
| Ellenbecker Investment Group | 35,935 | $1.84M | 0.35% | −2,616−6.8% | Reduced |
| TCW Group Inc | 36,018 | $1.84M | 0.02% | −714−1.9% | Reduced |
| Valicenti Advisory Services Inc | 36,076 | $1.84M | 0.47% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 35,426 | $1.84M | 0.06% | +14,160+66.6% | Added |
| Washington Trust Bank | 36,154 | $1.85M | 0.18% | −40−0.1% | Reduced |
| Northeast Financial Consultants Inc | 36,287 | $1.85M | 0.08% | +1,000+2.8% | Added |
| Next Level Private LLC | 36,485 | $1.86M | 0.76% | +2,436+7.2% | Added |
| Investors Asset Management of Georgia Inc | 36,611 | $1.87M | 0.88% | −25−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 37,379 | $1.91M | 0.08% | −1,461−3.8% | Reduced |
| Meeder Advisory Services, Inc. | 37,380 | $1.91M | 0.12% | +2,453+7.0% | Added |
| Wolverine Trading, LLC | 37,375 | $1.91M | 0.05% | −37,732−50.2% | Reduced |
| Geneos Wealth Management Inc. | 37,502 | $1.91M | 0.07% | +10,657+39.7% | Added |
| Green Square Capital Advisors LLC | 37,586 | $1.92M | 0.27% | −1,835−4.7% | Reduced |
| Wesbanco Bank Inc | 37,891 | $1.93M | 0.07% | +825+2.2% | Added |
| Doliver Advisors, LP | 38,061 | $1.94M | 0.53% | −177−0.5% | Reduced |
| Greenleaf Trust | 38,192 | $1.95M | 0.02% | +2,440+6.8% | Added |
| Thrive Capital Management, LLC | 38,621 | $1.97M | 0.93% | −5,826−13.1% | Reduced |
| Redwood Investment Management, LLC | 38,796 | $1.98M | 0.18% | −8,133−17.3% | Reduced |
| Warren Averett Asset Management, LLC | 38,854 | $1.98M | 0.04% | +700+1.8% | Added |
| Bahl & Gaynor Inc | 38,943 | $1.99M | 0.01% | +24,254+165.1% | Added |
| Farther Finance Advisors, LLC | 38,958 | $1.99M | 0.07% | +11,101+39.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 39,067 | $1.99M | 0.06% | +3,797+10.8% | Added |
| Stolper Co | 39,113 | $2.00M | 0.65% | +176+0.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 39,307 | $2.01M | 0.06% | −4,225−9.7% | Reduced |
| GM Advisory Group, Inc. | 39,631 | $2.02M | 0.12% | +5,039+14.6% | Added |
| Amica Mutual Insurance Co | 39,899 | $2.04M | 0.20% | 00.0% | Unchanged |
| Virtu Financial LLC | 39,986 | $2.04M | 0.11% | +39,986 | New |
| Prosperity Consulting Group, LLC | 40,143 | $2.05M | 0.16% | +27,098+207.7% | Added |
| South State Corp. | 40,150 | $2.05M | 0.14% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 40,167 | $2.05M | 1.86% | −319−0.8% | Reduced |
| Affinity Investment Advisors, LLC | 40,218 | $2.05M | 1.41% | +74+0.2% | Added |
| Parallel Advisors, LLC | 40,327 | $2.06M | 0.05% | +120.0% | Added |
| Aviance Capital Partners, LLC | 40,362 | $2.06M | 0.27% | +191+0.5% | Added |
| Optimist Retirement Group LLC | 40,672 | $2.08M | 0.94% | −2,248−5.2% | Reduced |
| Kathmere Capital Management, LLC | 41,012 | $2.09M | 0.20% | +8,535+26.3% | Added |
| Welch Group, LLC | 41,040 | $2.09M | 0.09% | +115+0.3% | Added |
| Howard Capital Management Group, LLC | 41,184 | $2.10M | 0.15% | 00.0% | Unchanged |
| Csenge Advisory Group | 42,364 | $2.11M | 0.11% | +1,469+3.6% | Added |
| WSFS Capital Management, LLC | 41,403 | $2.11M | 0.11% | +234+0.6% | Added |