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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 140,649 | $7.17M | 1.19% | +2,546+1.8% | Added |
| Independent Advisor Alliance | 141,658 | $7.23M | 0.26% | −3,430−2.4% | Reduced |
| Advisory Services Network, LLC | 162,388 | $7.40M | 0.15% | 00.0% | Unchanged |
| Windle Wealth, LLC | 145,180 | $7.41M | 4.03% | −3,547−2.4% | Reduced |
| Oregon Public Employees Retirement Fund | 146,061 | $7.45M | 0.14% | −1,440−1.0% | Reduced |
| Bard Financial Services, Inc. | 146,347 | $7.47M | 0.88% | −30,145−17.1% | Reduced |
| Tectonic Advisors LLC | 147,306 | $7.52M | 0.49% | +18,185+14.1% | Added |
| First Citizens Bank & Trust Co | 148,814 | $7.60M | 0.17% | +71,154+91.6% | Added |
| Ritholtz Wealth Management | 149,925 | $7.65M | 0.23% | +9,345+6.6% | Added |
| Great Valley Advisor Group, Inc. | 151,772 | $7.75M | 0.19% | +4,179+2.8% | Added |
| Auxier Asset Management | 152,494 | $7.78M | 1.15% | +130.0% | Added |
| Huntington National Bank | 152,619 | $7.79M | 0.06% | −2,519−1.6% | Reduced |
| Stephens Inc | 153,129 | $7.82M | 0.11% | +4,004+2.7% | Added |
| Newport Trust Co | 153,999 | $7.86M | 0.02% | −5,781−3.6% | Reduced |
| Viking Fund Management LLC | 155,250 | $7.92M | 1.29% | −30,000−16.2% | Reduced |
| Yousif Capital Management, LLC | 157,027 | $8.01M | 0.09% | −6,966−4.2% | Reduced |
| Johnson Financial Group, Inc. | 154,022 | $8.02M | 0.37% | −15,827−9.3% | Reduced |
| Pathstone Holdings, LLC | 162,061 | $8.29M | 0.04% | −13,251−7.6% | Reduced |
| Insight Folios Inc | 163,302 | $8.33M | 2.98% | +6,892+4.4% | Added |
| Wealthfront Advisers LLC | 169,314 | $8.64M | 0.03% | −202−0.1% | Reduced |
| Northern Oak Wealth Management Inc | 169,437 | $8.65M | 1.01% | −13,364−7.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 171,003 | $8.73M | 0.61% | −134−0.1% | Reduced |
| Regal Investment Advisors LLC | 171,798 | $8.77M | 0.61% | −80,135−31.8% | Reduced |
| Old National Bancorp | 172,639 | $8.81M | 0.20% | +2,034+1.2% | Added |
| Glenmede Trust Co NA | 173,179 | $8.84M | 0.04% | −5,000−2.8% | Reduced |
| Visionary Wealth Advisors | 174,111 | $8.89M | 0.54% | −15,050−8.0% | Reduced |
| Beacon Pointe Advisors, LLC | 175,095 | $8.94M | 0.10% | −2,182−1.2% | Reduced |
| Private Advisor Group, LLC | 175,367 | $8.95M | 0.06% | −1,713−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 176,489 | $9.01M | 0.03% | +69,120+64.4% | Added |
| Atria Wealth Solutions, Inc. | 176,199 | $9.04M | 0.10% | −4,949−2.7% | Reduced |
| Busey Wealth Management | 179,820 | $9.18M | 0.30% | +1,361+0.8% | Added |
| AlTi Global, Inc. | 180,015 | $9.19M | 0.22% | +71,963+66.6% | Added |
| JustInvest LLC | 180,162 | $9.20M | 0.15% | +25,395+16.4% | Added |
| Employees Retirement System of Texas | 181,833 | $9.28M | 0.08% | +181,833 | New |
| Dean Investment Associates, LLC | 182,200 | $9.30M | 1.26% | −8,355−4.4% | Reduced |
| FNY Investment Advisers, LLC | 182,500 | $9.31M | 4.50% | +168,500+1,203.6% | Added |
| Vident Advisory, LLC | 182,581 | $9.32M | 0.23% | −24,918−12.0% | Reduced |
| Blair William & Co | 186,114 | $9.50M | 0.03% | −3,124−1.7% | Reduced |
| Hennessy Advisors Inc | 186,600 | $9.52M | 0.30% | −1,500−0.8% | Reduced |
| Banco Santander, S.A. | 186,642 | $9.53M | 0.11% | +186,642 | New |
| Snowden Capital Advisors LLC | 184,041 | $9.58M | 0.29% | −45,034−19.7% | Reduced |
| Thornburg Investment Management Inc | 187,900 | $9.59M | 0.12% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 185,911 | $9.68M | 0.43% | −3,946−2.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 191,614 | $9.78M | 1.66% | −6,139−3.1% | Reduced |
| Meeder Asset Management Inc | 192,679 | $9.83M | 0.66% | +192,341+56,905.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 193,878 | $9.90M | 1.05% | +3,945+2.1% | Added |
| Aptus Capital Advisors, LLC | 196,843 | $10.0M | 0.15% | +32,005+19.4% | Added |
| Kestra Private Wealth Services, LLC | 200,366 | $10.2M | 0.19% | +14,542+7.8% | Added |
| Crossmark Global Holdings, Inc. | 201,179 | $10.3M | 0.18% | +14,635+7.8% | Added |
| Centre Asset Management, LLC | 202,010 | $10.3M | 2.22% | +605+0.3% | Added |
| Xponance, Inc. | 205,206 | $10.5M | 0.10% | +4,331+2.2% | Added |
| Pinnacle Financial Partners Inc | 205,320 | $10.5M | 0.21% | +4,838+2.4% | Added |
| Guggenheim Capital LLC | 206,693 | $10.5M | 0.07% | −22,574−9.8% | Reduced |
| Capital International Inc | 208,979 | $10.7M | 0.13% | +3,423+1.7% | Added |
| Oppenheimer & Co Inc | 209,516 | $10.7M | 0.16% | +12,496+6.3% | Added |
| Mutual of America Capital Management LLC | 209,822 | $10.7M | 0.11% | −6,536−3.0% | Reduced |
| Credit Agricole S A | 210,544 | $10.7M | 0.06% | +9,430+4.7% | Added |
| Northwestern Mutual Wealth Management Co | 211,189 | $10.8M | 0.01% | +948+0.5% | Added |
| Tudor Investment Corp Et Al | 211,451 | $10.8M | 0.12% | +211,451 | New |
| Systematic Alpha Investments, LLC | 212,638 | $10.9M | 0.40% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 213,268 | $10.9M | 0.11% | −292−0.1% | Reduced |
| Nissay Asset Management Corp | 213,467 | $10.9M | 0.07% | +5,824+2.8% | Added |
| Clear Street Markets LLC | 214,000 | $10.9M | 7.04% | +131,600+159.7% | Added |
| ProShare Advisors LLC | 217,445 | $11.1M | 0.03% | −16,822−7.2% | Reduced |
| Daiwa Securities Group Inc. | 218,085 | $11.1M | 0.05% | +22,815+11.7% | Added |
| Hirtle Callaghan & Co LLC | 218,630 | $11.2M | 0.45% | +218,630 | New |
| Toroso Investments, LLC | 218,803 | $11.2M | 0.12% | +21,128+10.7% | Added |
| South Dakota Investment Council | 219,321 | $11.2M | 0.22% | −7,200−3.2% | Reduced |
| Benedict Financial Advisors Inc | 220,640 | $11.3M | 2.66% | −565−0.3% | Reduced |
| Standard Life Aberdeen plc | 221,664 | $11.3M | 0.02% | +7,366+3.4% | Added |
| New York Life Investment Management LLC | 221,037 | $11.3M | 0.11% | −8,984−3.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 222,925 | $11.4M | 0.12% | +3,663+1.7% | Added |
| Cullen/Frost Bankers, Inc. | 223,639 | $11.4M | 0.16% | −1,421−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 224,176 | $11.4M | 0.24% | +121,083+117.5% | Added |
| Wellington Management Group LLP | 226,964 | $11.6M | 0.00% | −55,302−19.6% | Reduced |
| Gotham Asset Management, LLC | 227,641 | $11.6M | 0.12% | +2,517+1.1% | Added |
| Philip James Wealth Mangement, LLC | 227,914 | $11.6M | 1.43% | +220,773+3,091.6% | Added |
| CWA Asset Management Group, LLC | 228,443 | $11.7M | 0.62% | +228,443 | New |
| Public Employees Retirement Association of Colorado | 236,776 | $12.1M | 0.05% | +220.0% | Added |
| GWM Advisors LLC | 238,174 | $12.2M | 0.08% | +38,309+19.2% | Added |
| Brown Advisory Inc | 239,796 | $12.2M | 0.02% | +48,155+25.1% | Added |
| Churchill Management Corp | 242,671 | $12.4M | 0.14% | −3,240−1.3% | Reduced |
| NorthRock Partners, LLC | 238,230 | $12.4M | 0.41% | −7,920−3.2% | Reduced |
| Avantax Advisory Services, Inc. | 251,485 | $12.8M | 0.08% | +9,229+3.8% | Added |
| Intact Investment Management Inc. | 257,900 | $13.2M | 0.44% | +37,000+16.7% | Added |
| Artemis Investment Management LLP | 257,911 | $13.2M | 0.20% | −5,000−1.9% | Reduced |
| Richard C. Young & CO., LTD. | 264,032 | $13.5M | 1.47% | +264,032 | New |
| Illinois Municipal Retirement Fund | 271,575 | $13.9M | 0.20% | −32,364−10.6% | Reduced |
| Adams Asset Advisors, LLC | 272,452 | $13.9M | 1.84% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 273,000 | $13.9M | 0.49% | −13,097−4.6% | Reduced |
| Verity & Verity, LLC | 274,568 | $14.0M | 1.37% | +6,338+2.4% | Added |
| Davenport & Co LLC | 275,610 | $14.1M | 0.08% | −1,560−0.6% | Reduced |
| Advisors Capital Management, LLC | 278,642 | $14.2M | 0.23% | +794+0.3% | Added |
| SpiderRock Advisors, LLC | 280,880 | $14.3M | 0.31% | +245,096+684.9% | Added |
| Utah Retirement Systems | 284,207 | $14.5M | 0.16% | +1,000+0.4% | Added |
| Mediolanum International Funds Ltd | 285,003 | $14.5M | 0.20% | −9,292−3.2% | Reduced |
| Canal Capital Management, LLC | 284,783 | $14.5M | 2.32% | −18,827−6.2% | Reduced |
| CIBC World Markets Inc. | 285,858 | $14.6M | 0.03% | −167,835−37.0% | Reduced |
| British Columbia Investment Management Corp | 286,576 | $14.6M | 0.09% | −42,412−12.9% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 289,098 | $14.8M | 0.15% | +2,808+1.0% | Added |