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 |
|---|---|---|---|---|---|
| McIntyre Freedman & Flynn Investment Advisers Inc | 58,836 | $3.00M | 2.14% | −421−0.7% | Reduced |
| Ridgepath Capital Management LLC | 58,876 | $3.01M | 2.40% | +2,603+4.6% | Added |
| Capital Square, LLC | 59,046 | $3.01M | 1.83% | −3,439−5.5% | Reduced |
| Wealthspire Advisors, LLC | 59,222 | $3.02M | 0.03% | +4,672+8.6% | Added |
| HBW Advisory Services LLC | 59,445 | $3.03M | 0.44% | −5,658−8.7% | Reduced |
| Dana Investment Advisors, Inc. | 59,530 | $3.04M | 0.10% | −1,017−1.7% | Reduced |
| KPP Advisory Services LLC | 59,911 | $3.06M | 0.73% | −207−0.3% | Reduced |
| Financial Sense Advisors, Inc. | 60,478 | $3.09M | 0.85% | +1,626+2.8% | Added |
| CoreCap Advisors, LLC | 60,829 | $3.10M | 0.15% | +1,040+1.7% | Added |
| Hancock Whitney Corp | 60,830 | $3.10M | 0.10% | +800+1.3% | Added |
| Frank, Rimerman Advisors LLC | 60,847 | $3.11M | 0.22% | −24,275−28.5% | Reduced |
| Valley National Advisers Inc | 60,886 | $3.11M | 0.56% | −50,989−45.6% | Reduced |
| PFG Investments, LLC | 61,202 | $3.12M | 0.20% | −1,098−1.8% | Reduced |
| Bridges Investment Management Inc | 61,456 | $3.14M | 0.04% | −3,702−5.7% | Reduced |
| Tiaa Trust, National Association | 61,524 | $3.14M | 0.01% | +861+1.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 61,532 | $3.14M | 0.01% | +61,532 | New |
| Bokf, NA | 62,995 | $3.15M | 0.06% | +287+0.5% | Added |
| Texas Yale Capital Corp. | 61,973 | $3.16M | 0.14% | −550−0.9% | Reduced |
| Fisher Asset Management, LLC | 62,355 | $3.18M | 0.00% | +12,444+24.9% | Added |
| FineMark National Bank & Trust | 62,442 | $3.19M | 0.11% | +5,370+9.4% | Added |
| Kovitz Investment Group Partners, LLC | 100,970 | $3.20M | 0.02% | +34,573+52.1% | Added |
| Park Avenue Securities LLC | 63,043 | $3.22M | 0.04% | +7,788+14.1% | Added |
| Stokes Family Office, LLC | 63,188 | $3.23M | 0.35% | −1,460−2.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 63,667 | $3.25M | 0.05% | +23,611+58.9% | Added |
| Peapack Gladstone Financial Corp | 63,706 | $3.25M | 0.05% | −2,579−3.9% | Reduced |
| Alaska Permanent Fund Corp | 63,927 | $3.26M | 0.05% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 65,249 | $3.27M | 0.18% | +5,414+9.0% | Added |
| WBI Investments | 64,653 | $3.30M | 0.79% | −21,723−25.1% | Reduced |
| 3Chopt Investment Partners, LLC | 64,023 | $3.33M | 1.19% | −2,348−3.5% | Reduced |
| National Asset Management, Inc. | 64,595 | $3.34M | 0.09% | −19,763−23.4% | Reduced |
| Citizens National Bank Trust Department | 65,586 | $3.35M | 0.70% | −2,334−3.4% | Reduced |
| Founders Financial Alliance, LLC | 66,118 | $3.37M | 0.94% | +4,114+6.6% | Added |
| Slagle Financial, LLC | 66,226 | $3.38M | 1.50% | +4,981+8.1% | Added |
| Sunbelt Securities, Inc. | 66,378 | $3.39M | 0.33% | +2,692+4.2% | Added |
| Aviva PLC | 66,442 | $3.39M | 0.01% | −510−0.8% | Reduced |
| Bessemer Group Inc | 66,926 | $3.42M | 0.01% | +1,251+1.9% | Added |
| Vontobel Holding Ltd. | 67,010 | $3.42M | 0.01% | +3,129+4.9% | Added |
| Mayflower Financial Advisors, LLC | 67,274 | $3.43M | 0.52% | +262+0.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 68,456 | $3.49M | 0.09% | −261,057−79.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 68,644 | $3.50M | 0.21% | −97,362−58.6% | Reduced |
| Belpointe Asset Management LLC | 68,684 | $3.51M | 0.21% | +43,710+175.0% | Added |
| Community Bank & Trust, Waco, Texas | 68,818 | $3.51M | 0.79% | −3,859−5.3% | Reduced |
| Torray LLC | 69,232 | $3.53M | 0.49% | +1,645+2.4% | Added |
| Fernwood Investment Management, LLC | 69,893 | $3.57M | 1.16% | −1,286−1.8% | Reduced |
| Formidable Asset Management, LLC | 69,942 | $3.57M | 0.57% | −7,883−10.1% | Reduced |
| Glenview Trust Co | 70,059 | $3.58M | 0.07% | +2,044+3.0% | Added |
| Pine Valley Investments Ltd Liability Co | 69,674 | $3.58M | 0.25% | +1,629+2.4% | Added |
| Principal Securities, Inc. | 70,295 | $3.59M | 0.09% | +3,738+5.6% | Added |
| GLOBALT Investments LLC | 71,190 | $3.63M | 0.14% | −37,773−34.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 71,194 | $3.63M | 0.02% | +1,689+2.4% | Added |
| Dynamic Advisor Solutions LLC | 71,404 | $3.64M | 0.11% | −768−1.1% | Reduced |
| Norinchukin Bank, The | 71,515 | $3.65M | 0.09% | +10,232+16.7% | Added |
| Janus Henderson Group PLC | 72,216 | $3.69M | 0.00% | −4,100−5.4% | Reduced |
| Tyler-Stone Wealth Management | 72,704 | $3.71M | 0.70% | +35,261+94.2% | Added |
| Public Sector Pension Investment Board | 72,830 | $3.72M | 0.02% | +6,800+10.3% | Added |
| Cypress Capital Group | 72,838 | $3.72M | 0.42% | +337+0.5% | Added |
| Freestone Capital Holdings, LLC | 72,857 | $3.72M | 0.13% | −12,498−14.6% | Reduced |
| Squarepoint Ops LLC | 73,286 | $3.74M | 0.01% | +26,739+57.4% | Added |
| LVW Advisors, LLC | 73,493 | $3.75M | 0.48% | −724−1.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 73,553 | $3.75M | 0.31% | +36,939+100.9% | Added |
| Group One Trading, L.P. | 73,656 | $3.76M | 0.15% | −48,007−39.5% | Reduced |
| Merit Financial Group, LLC | 74,083 | $3.78M | 0.08% | −11,036−13.0% | Reduced |
| TownSquare Capital, LLC | 74,589 | $3.81M | 0.05% | +12,727+20.6% | Added |
| Waterloo Capital, L.P. | 74,793 | $3.82M | 0.42% | +9,284+14.2% | Added |
| Fifth Third Bancorp | 75,075 | $3.83M | 0.01% | −3,653−4.6% | Reduced |
| Clark Estates Inc | 75,150 | $3.84M | 0.71% | −6,000−7.4% | Reduced |
| Ieq Capital, LLC | 75,205 | $3.84M | 0.05% | +9,459+14.4% | Added |
| Tower Research Capital LLC (TRC) | 75,561 | $3.86M | 0.10% | −4,634−5.8% | Reduced |
| Accurate Wealth Management, LLC | 77,558 | $3.87M | 0.78% | −35,210−31.2% | Reduced |
| Sigma Planning Corp | 76,201 | $3.89M | 0.12% | −3,002−3.8% | Reduced |
| Verdence Capital Advisors LLC | 76,293 | $3.89M | 0.31% | +70+0.1% | Added |
| Raymond James Trust N.A. | 76,951 | $3.93M | 0.09% | −738−0.9% | Reduced |
| Convergence Investment Partners, LLC | 77,259 | $3.94M | 1.06% | +2,178+2.9% | Added |
| Clifford Swan Investment Counsel LLC | 77,355 | $3.95M | 0.14% | −1,344−1.7% | Reduced |
| Hollencrest Capital Management | 77,435 | $3.95M | 0.16% | +840+1.1% | Added |
| RSM US Wealth Management LLC | 76,618 | $3.97M | 0.06% | +8,118+11.9% | Added |
| Investmark Advisory Group LLC | 77,705 | $3.97M | 1.93% | +17,130+28.3% | Added |
| Highland Capital Management, LLC | 78,013 | $3.98M | 0.23% | −4,260−5.2% | Reduced |
| Prospera Financial Services Inc | 79,149 | $4.04M | 0.10% | +7,088+9.8% | Added |
| Sapient Capital LLC | 74,540 | $4.07M | 0.08% | −188,697−71.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 80,308 | $4.10M | 0.11% | +183+0.2% | Added |
| Johnson Investment Counsel Inc | 80,309 | $4.10M | 0.04% | −6,919−7.9% | Reduced |
| Cornerstone Advisors, LLC | 80,800 | $4.12M | 0.16% | +14,300+21.5% | Added |
| EP Wealth Advisors, LLC | 81,119 | $4.14M | 0.04% | +43,074+113.2% | Added |
| Argent Financial Group, Inc. | 81,147 | $4.14M | 0.49% | +81,147 | New |
| Wiley Bros.-Aintree Capital, LLC | 81,278 | $4.15M | 0.08% | +51,975+177.4% | Added |
| HB Wealth Management, LLC | 81,741 | $4.17M | 0.04% | +9,500+13.2% | Added |
| CFM Wealth Partners LLC | 81,871 | $4.18M | 0.73% | +857+1.1% | Added |
| Krilogy Financial LLC | 81,973 | $4.18M | 0.29% | +2,173+2.7% | Added |
| Arkadios Wealth Advisors | 82,176 | $4.19M | 0.24% | +2,565+3.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 82,288 | $4.20M | 0.20% | +15,213+22.7% | Added |
| NEOS Investment Management LLC | 82,350 | $4.20M | 0.13% | +17,052+26.1% | Added |
| Stock Yards Bank & Trust Co | 82,445 | $4.21M | 0.14% | +730+0.9% | Added |
| Occudo Quantitative Strategies LP | 82,837 | $4.23M | 0.77% | +71,094+605.4% | Added |
| DoubleLine ETF Adviser LP | 82,921 | $4.23M | 1.03% | +12,409+17.6% | Added |
| Jefferies Financial Group Inc. | 82,963 | $4.23M | 0.07% | +75,657+1,035.5% | Added |
| LVM Capital Management Ltd | 93,005 | $4.24M | 0.48% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 83,677 | $4.27M | 0.37% | +776+0.9% | Added |
| Concurrent Investment Advisors, LLC | 83,906 | $4.28M | 0.13% | +532+0.6% | Added |
| New Mexico Educational Retirement Board | 83,995 | $4.29M | 0.14% | −5,100−5.7% | Reduced |