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; 2,575 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
- 1,997
- +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
- 755 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 579 | $29.6K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 649 | $29.6K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 590 | $30.1K | 0.01% | +7+1.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 597 | $30.5K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 600 | $30.6K | 0.01% | −139−18.8% | Reduced |
| TD Capital Management LLC | 611 | $31.2K | 0.00% | +280+84.6% | Added |
| Sanctuary Wealth Management, L.L.C. | 614 | $31.3K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 625 | $31.9K | 0.03% | +25+4.2% | Added |
| BNP Paribas | 630 | $32.2K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 630 | $32.2K | 0.01% | +5+0.8% | Added |
| Basso Capital Management, L.P. | 635 | $32.4K | 0.03% | −1,179−65.0% | Reduced |
| AllSquare Wealth Management LLC | 645 | $32.9K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 650 | $33.2K | 0.01% | −45−6.5% | Reduced |
| Ruedi Wealth Management, Inc. | 650 | $33.2K | 0.01% | −22−3.3% | Reduced |
| Pineridge Advisors LLC | 650 | $33.2K | 0.01% | −209−24.3% | Reduced |
| Legacy Investment Solutions, LLC | 609 | $33.6K | 0.02% | +609 | New |
| Legacy Wealth Managment, LLC | 609 | $33.6K | 0.02% | +609 | New |
| Hobbs Group Advisors, LLC | 665 | $33.9K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 665 | $34.0K | 0.01% | −100−13.1% | Reduced |
| Westend Capital Management, LLC | 666 | $34.0K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 668 | $34.1K | 0.03% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 706 | $36.0K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 721 | $36.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 723 | $36.9K | 0.00% | +4+0.6% | Added |
| Hallmark Capital Management Inc | 733 | $37.4K | 0.00% | +66+9.9% | Added |
| Dynamic Wealth Strategies, LLC | 741 | $38.0K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 742 | $38.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 783 | $40.0K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 786 | $40.1K | 0.03% | +10+1.3% | Added |
| Peterson Financial Group, Inc. | 797 | $40.7K | 0.16% | +797 | New |
| Wolff Wiese Magana LLC | 797 | $40.7K | 0.03% | +6+0.8% | Added |
| Veritas Investment Partners (UK) Ltd. | 800 | $40.8K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 800 | $40.8K | 0.06% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 814 | $41.5K | 0.01% | +10+1.2% | Added |
| Islay Capital Management, LLC | 842 | $43.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 842 | $43.0K | 0.01% | +213+33.9% | Added |
| Halpern Financial, Inc. | 850 | $43.0K | 0.01% | −330−28.0% | Reduced |
| Riverview Trust Co | 858 | $43.8K | 0.04% | +40+4.9% | Added |
| Louisbourg Investments Inc. | 860 | $43.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 871 | $44.5K | 0.03% | 00.0% | Unchanged |
| Fairman Group, LLC | 892 | $46.4K | 0.04% | +410+85.1% | Added |
| Olistico Wealth, LLC | 939 | $47.9K | 0.03% | −170−15.3% | Reduced |
| Private Wealth Management Group, LLC | 946 | $48.3K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 950 | $48.5K | 0.02% | +100+11.8% | Added |
| Tower View Investment Management & Research LLC | 967 | $49.3K | 0.03% | +13+1.4% | Added |
| Rosenberg Matthew Hamilton | 968 | $49.4K | 0.01% | −329−25.4% | Reduced |
| Advantage Trust Co | 1,000 | $51.0K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $51.0K | 0.04% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 1,000 | $51.0K | 0.03% | +1,000 | New |
| GW&K Investment Management, LLC | 1,027 | $52.0K | 0.00% | +88+9.4% | Added |
| Brown, Lisle/Cummings, Inc. | 1,023 | $52.2K | 0.02% | −125−10.9% | Reduced |
| Creekmur Asset Management LLC | 1,026 | $52.4K | 0.01% | +28+2.8% | Added |
| Covestor Ltd | 1,035 | $53.0K | 0.03% | −88−7.8% | Reduced |
| Sawyer & Company, Inc | 1,100 | $56.0K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,100 | $56.1K | 0.01% | −200−15.4% | Reduced |
| Global Trust Asset Management, LLC | 1,114 | $56.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,121 | $57.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,139 | $58.1K | 0.01% | +120+11.8% | Added |
| Activest Wealth Management | 1,193 | $60.9K | 0.02% | +4+0.3% | Added |
| Cornerstone Planning Group LLC | 1,220 | $61.0K | 0.02% | −1,906−61.0% | Reduced |
| First PREMIER Bank | 1,190 | $61.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 1,199 | $61.2K | 0.01% | +8+0.7% | Added |
| McMahon Financial Advisors, LLC | 1,200 | $61.2K | 0.01% | +600+100.0% | Added |
| West Branch Capital LLC | 1,206 | $61.6K | 0.02% | +6+0.5% | Added |
| Claris Advisors, LLC | 1,239 | $63.2K | 0.03% | +1,239 | New |
| Birchbrook, Inc. | 1,250 | $63.8K | 0.04% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,249 | $64.0K | 0.03% | −25−2.0% | Reduced |
| Quent Capital, LLC | 1,260 | $64.3K | 0.01% | +22+1.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,268 | $64.7K | 0.02% | −530−29.5% | Reduced |
| Pathway Financial Advisers, LLC | 1,284 | $65.5K | 0.03% | −620−32.6% | Reduced |
| First Community Trust NA | 1,300 | $66.4K | 0.05% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,300 | $66.4K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,300 | $66.4K | 0.04% | 00.0% | Unchanged |
| Granite FO LLC | 1,302 | $66.5K | 0.04% | +1,302 | New |
| Stephenson National Bank & Trust | 1,321 | $67.4K | 0.02% | +121+10.1% | Added |
| Canton Hathaway, LLC | 1,340 | $68.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,371 | $70.0K | 0.02% | −168−10.9% | Reduced |
| Partnership Wealth Management, LLC | 1,376 | $70.2K | 0.05% | +6+0.4% | Added |
| Crewe Advisors LLC | 1,402 | $71.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,422 | $72.6K | 0.01% | +1,380+3,285.7% | Added |
| Bell Investment Advisors, Inc | 1,432 | $73.1K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,438 | $73.4K | 0.16% | −2,924−67.0% | Reduced |
| Peoples Bank | 1,441 | $73.5K | 0.05% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,365 | $74.0K | 0.02% | +1,365 | New |
| Perkins Coie Trust Co | 1,460 | $74.5K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,465 | $74.8K | 0.02% | −27−1.8% | Reduced |
| Kozak & Associates, Inc. | 1,509 | $75.7K | 0.02% | +60+4.1% | Added |
| Edmond de Rothschild Holding S.A. | 1,500 | $76.6K | 0.00% | −534−26.3% | Reduced |
| Barrett & Company, Inc. | 1,510 | $77.1K | 0.03% | −20−1.3% | Reduced |
| Evermay Wealth Management LLC | 1,517 | $79.0K | 0.01% | −362−19.3% | Reduced |
| S.A. Mason LLC | 1,565 | $79.9K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 1,567 | $80.0K | 0.03% | −16−1.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,570 | $80.1K | 0.03% | +416+36.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,575 | $80.4K | 0.04% | +326+26.1% | Added |
| Reuter James Wealth Management, LLC | 1,585 | $80.9K | 0.01% | +1,585 | New |
| Cranbrook Wealth Management, LLC | 1,594 | $81.4K | 0.02% | +13+0.8% | Added |
| Community Bank, N.A. | 1,595 | $81.4K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,600 | $81.7K | 0.07% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,602 | $81.8K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,612 | $82.3K | 0.05% | +127+8.6% | Added |