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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 84,144 | $4.29M | 0.08% | −2,744−3.2% | Reduced |
| Good Life Advisors, LLC | 84,645 | $4.32M | 0.27% | +3,220+4.0% | Added |
| Twin Tree Management, LP | 84,646 | $4.32M | 0.10% | +84,646 | New |
| Apollon Wealth Management, LLC | 84,857 | $4.33M | 0.12% | +5,318+6.7% | Added |
| Fred Alger Management, LLC | 84,863 | $4.33M | 0.02% | +3,063+3.7% | Added |
| Ascent Group, LLC | 84,904 | $4.33M | 0.33% | −3,194−3.6% | Reduced |
| Regions Financial Corp | 85,124 | $4.34M | 0.03% | −1,494−1.7% | Reduced |
| Park Circle Co | 86,050 | $4.39M | 3.91% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 86,416 | $4.41M | 0.59% | +1,252+1.5% | Added |
| Howard Capital Management Inc. | 86,423 | $4.41M | 0.07% | +86,423 | New |
| Baugh & Associates, LLC | 89,552 | $4.43M | 2.28% | +484+0.5% | Added |
| Cornerstone Wealth Group, LLC | 87,695 | $4.48M | 0.37% | +1,447+1.7% | Added |
| Atlantic Union Bankshares Corp | 87,809 | $4.48M | 0.26% | +4,353+5.2% | Added |
| Integrated Wealth Concepts LLC | 88,100 | $4.50M | 0.05% | +3,389+4.0% | Added |
| Massmutual Trust Co FSB | 88,817 | $4.53M | 0.13% | +2,961+3.4% | Added |
| Bryn Mawr Trust Co | 89,761 | $4.58M | 0.08% | +29,421+48.8% | Added |
| Tyche Wealth Partners LLC | 90,177 | $4.60M | 1.04% | −1,990−2.2% | Reduced |
| Heritage Wealth Advisors | 90,912 | $4.64M | 0.22% | +208+0.2% | Added |
| M&G Plc | 91,765 | $4.68M | 0.02% | +6,041+7.0% | Added |
| Aua Capital Management, LLC | 92,369 | $4.71M | 2.73% | −120−0.1% | Reduced |
| Meyer Handelman Co | 92,482 | $4.72M | 0.16% | −2,400−2.5% | Reduced |
| Edmp, Inc. | 92,647 | $4.73M | 3.88% | +373+0.4% | Added |
| iA Global Asset Management Inc. | 92,761 | $4.74M | 0.08% | +1,148+1.3% | Added |
| Grassi Investment Management | 92,786 | $4.74M | 0.41% | −2,400−2.5% | Reduced |
| MAI Capital Management | 93,504 | $4.77M | 0.05% | −48,148−34.0% | Reduced |
| Financial Security Advisor, Inc. | 91,907 | $4.78M | 1.19% | +1,179+1.3% | Added |
| Beacon Financial Group | 93,929 | $4.79M | 0.52% | −1,888−2.0% | Reduced |
| Securian Asset Management, Inc | 94,367 | $4.82M | 0.14% | −4,397−4.5% | Reduced |
| Whittier Trust Co | 94,471 | $4.82M | 0.06% | −93−0.1% | Reduced |
| HighPoint Advisor Group LLC | 89,786 | $4.84M | 0.28% | +18,262+25.5% | Added |
| Louisiana State Employees Retirement System | 96,100 | $4.90M | 0.09% | −1,100−1.1% | Reduced |
| Venture Visionary Partners LLC | 96,346 | $4.92M | 0.21% | −2,318−2.3% | Reduced |
| Scotia Capital Inc. | 96,370 | $4.92M | 0.03% | +5,608+6.2% | Added |
| Equitable Holdings, Inc. | 96,770 | $4.94M | 0.05% | −26,841−21.7% | Reduced |
| Rakuten Investment Management, Inc. | 97,469 | $4.98M | 0.03% | +23,697+32.1% | Added |
| CAPROCK Group, Inc. | 95,785 | $4.99M | 0.18% | +4,233+4.6% | Added |
| Level Four Advisory Services, LLC | 91,747 | $5.00M | 0.21% | +1,636+1.8% | Added |
| Coston, McIsaac & Partners | 98,115 | $5.01M | 1.41% | −1,047−1.1% | Reduced |
| RMB Capital Management, LLC | 98,357 | $5.02M | 0.11% | −4,162−4.1% | Reduced |
| Sowell Financial Services LLC | 96,753 | $5.04M | 0.23% | −5,465−5.3% | Reduced |
| Maryland State Retirement & Pension System | 99,122 | $5.06M | 0.11% | −34,847−26.0% | Reduced |
| Hutner Capital Management Inc | 99,348 | $5.07M | 2.52% | −330−0.3% | Reduced |
| Rbo & Co LLC | 99,473 | $5.08M | 0.80% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 100,481 | $5.13M | 0.52% | −560−0.6% | Reduced |
| Savant Capital, LLC | 100,623 | $5.14M | 0.04% | +2,945+3.0% | Added |
| Octavia Wealth Advisors, LLC | 98,738 | $5.14M | 0.63% | +5,165+5.5% | Added |
| Altrius Capital Management Inc | 101,665 | $5.19M | 1.30% | +128+0.1% | Added |
| SG Americas Securities, LLC | 102,434 | $5.23M | 0.02% | −144,474−58.5% | Reduced |
| CX Institutional | 102,982 | $5.26M | 0.23% | +16,247+18.7% | Added |
| Ar Asset Management Inc | 103,051 | $5.26M | 1.17% | −250.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 104,425 | $5.33M | 0.20% | −11,132−9.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 104,590 | $5.34M | 0.05% | +14,086+15.6% | Added |
| Butensky & Cohen Financial Security, Inc | 106,292 | $5.43M | 1.61% | −1,762−1.6% | Reduced |
| Hartford Investment Management Co | 107,517 | $5.49M | 0.18% | −2,500−2.3% | Reduced |
| Shilanski & Associates, Inc. | 106,755 | $5.51M | 1.79% | +178+0.2% | Added |
| Colony Group, LLC | 107,946 | $5.51M | 0.02% | −20,589−16.0% | Reduced |
| Summit Trail Advisors, LLC | 107,231 | $5.58M | 0.14% | +7,330+7.3% | Added |
| Keystone Financial Planning, Inc. | 110,075 | $5.62M | 1.70% | −149−0.1% | Reduced |
| BBR Partners, LLC | 110,084 | $5.62M | 0.43% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 110,640 | $5.65M | 0.12% | −21,797−16.5% | Reduced |
| Atria Investments LLC | 111,281 | $5.68M | 0.07% | +17,887+19.2% | Added |
| Global Retirement Partners, LLC | 112,238 | $5.73M | 0.17% | +9,049+8.8% | Added |
| Avantax Planning Partners, Inc. | 112,336 | $5.73M | 0.21% | −29,239−20.7% | Reduced |
| Quantinno Capital Management LP | 112,587 | $5.75M | 0.07% | +53,567+90.8% | Added |
| Brookstone Capital Management | 112,740 | $5.75M | 0.08% | +700+0.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 112,880 | $5.76M | 2.16% | +1,613+1.4% | Added |
| Jones Financial Companies LLLP | 112,947 | $5.77M | 0.01% | +62,372+123.3% | Added |
| Gateway Investment Advisers LLC | 113,532 | $5.79M | 0.06% | −1,843−1.6% | Reduced |
| First Manhattan Co | 111,803 | $5.82M | 0.02% | −4,486−3.9% | Reduced |
| Sage Capital Advisors,llc | 114,178 | $5.83M | 1.52% | +1,485+1.3% | Added |
| Man Group plc | 115,713 | $5.91M | 0.02% | −26,503−18.6% | Reduced |
| Commonwealth Retirement Investments LLC | 118,392 | $6.04M | 2.53% | +1,208+1.0% | Added |
| Kentucky Retirement Systems | 118,865 | $6.07M | 0.18% | −10,569−8.2% | Reduced |
| Lockheed Martin Investment Management Co | 119,800 | $6.11M | 0.28% | +74,600+165.0% | Added |
| Capital Management Corp | 120,796 | $6.17M | 1.10% | −36,990−23.4% | Reduced |
| Change Path, LLC | 121,840 | $6.22M | 0.21% | +37,180+43.9% | Added |
| Principal Street Partners, LLC | 122,117 | $6.23M | 1.02% | −36,961−23.2% | Reduced |
| Brown Brothers Harriman & Co | 123,022 | $6.28M | 0.04% | −21,131−14.7% | Reduced |
| Kennon-Green & Company, LLC | 124,110 | $6.33M | 5.26% | +330.0% | Added |
| Schwerin Boyle Capital Management Inc | 124,715 | $6.37M | 0.67% | −925−0.7% | Reduced |
| Stony Point Wealth Management Inc. | 125,808 | $6.42M | 2.71% | −4,821−3.7% | Reduced |
| Longfellow Investment Management Co LLC | 126,650 | $6.46M | 1.62% | +189+0.1% | Added |
| KWMG, LLC | 127,110 | $6.49M | 0.65% | −217−0.2% | Reduced |
| Mutual Advisors, LLC | 130,118 | $6.50M | 0.19% | +2,786+2.2% | Added |
| ING Groep NV | 128,291 | $6.55M | 0.04% | −102,937−44.5% | Reduced |
| First National Trust Co | 130,923 | $6.68M | 0.26% | +1,208+0.9% | Added |
| Cedar Wealth Management, LLC | 131,259 | $6.70M | 2.08% | −12,587−8.8% | Reduced |
| Rafferty Asset Management, LLC | 131,698 | $6.72M | 0.02% | −6,171−4.5% | Reduced |
| Keybank National Association | 132,643 | $6.77M | 0.03% | +490+0.4% | Added |
| Inlet Private Wealth, LLC | 132,833 | $6.78M | 1.72% | −1,200−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 132,919 | $6.78M | 0.14% | −121,218−47.7% | Reduced |
| Central Trust Co | 133,008 | $6.79M | 0.16% | +2,147+1.6% | Added |
| Synovus Financial Corp | 133,849 | $6.83M | 0.08% | −6,622−4.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 135,548 | $6.92M | 0.85% | −521−0.4% | Reduced |
| KBC Group NV | 136,380 | $6.96M | 0.02% | +8,823+6.9% | Added |
| TD Waterhouse Canada Inc. | 139,185 | $6.99M | 0.06% | −7,205−4.9% | Reduced |
| Brinker Capital Investments, LLC | 137,458 | $7.02M | 0.07% | −2,517−1.8% | Reduced |
| Orion Portfolio Solutions, LLC | 137,458 | $7.02M | 0.07% | −2,517−1.8% | Reduced |
| Laurion Capital Management LP | 138,859 | $7.09M | 0.45% | +64,108+85.8% | Added |
| Callodine Capital Management, LP | 139,075 | $7.10M | 1.48% | −95,925−40.8% | Reduced |