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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 1,669 | $85.2K | 0.05% | −6−0.4% | Reduced |
| New England Capital Financial Advisors LLC | 1,675 | $85.5K | 0.04% | +33+2.0% | Added |
| Proffitt & Goodson Inc | 1,744 | $89.0K | 0.01% | +141+8.8% | Added |
| McIlrath & Eck, LLC | 1,745 | $89.1K | 0.01% | +140+8.7% | Added |
| Thompson Investment Management, Inc. | 1,764 | $90.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,823 | $93.1K | 0.03% | −178−8.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,867 | $95.3K | 0.01% | −420−18.4% | Reduced |
| Albion Financial Group | 1,889 | $96.4K | 0.01% | +11+0.6% | Added |
| Mizuho Bank, Ltd. | 1,900 | $97.0K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,906 | $97.3K | 0.07% | −1,000−34.4% | Reduced |
| Avion Wealth | 1,957 | $99.0K | 0.03% | −66−3.3% | Reduced |
| WR Wealth Planners, LLC | 1,950 | $99.5K | 0.03% | +62+3.3% | Added |
| DiNuzzo Private Wealth, Inc. | 1,955 | $99.8K | 0.01% | +1+0.1% | Added |
| Security National Bank | 1,957 | $99.9K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,961 | $100.1K | 0.03% | +40+2.1% | Added |
| Operose Advisors LLC | 1,985 | $101.3K | 0.03% | −1,145−36.6% | Reduced |
| BFSG, LLC | 2,064 | $105.3K | 0.01% | +21+1.0% | Added |
| Rowland & Co Investment Counsel | 2,082 | $106.3K | 0.02% | +2,082 | New |
| Oarsman Capital, Inc. | 2,095 | $106.9K | 0.02% | +2,095 | New |
| Missouri Trust & Investment Co | 2,100 | $107.2K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,160 | $110.3K | 0.03% | +10+0.5% | Added |
| SYSTM Wealth Solutions LLC | 2,157 | $112.2K | 3.41% | −101,542−97.9% | Reduced |
| CNB Bank | 2,267 | $115.7K | 0.05% | −119−5.0% | Reduced |
| Darwin Advisors, LLC | 2,281 | $116.4K | 0.03% | +2,281 | New |
| Motco | 2,289 | $116.8K | 0.01% | +354+18.3% | Added |
| Bank of New Hampshire | 2,320 | $118.4K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,383 | $121.0K | 0.11% | +113+5.0% | Added |
| Gen-Wealth Partners Inc | 2,402 | $121.3K | 0.05% | −39−1.6% | Reduced |
| Burkett Financial Services, LLC | 2,379 | $121.4K | 0.05% | +49+2.1% | Added |
| Addison Advisors LLC | 2,386 | $121.8K | 0.03% | +182+8.3% | Added |
| Field & Main Bank | 2,400 | $122.5K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,400 | $122.5K | 0.08% | +2,400 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,452 | $125.2K | 0.07% | −246−9.1% | Reduced |
| Sachetta, LLC | 2,445 | $126.3K | 0.05% | −319−11.5% | Reduced |
| Park Place Capital Corp | 2,482 | $126.7K | 0.04% | +36+1.5% | Added |
| Roble, Belko & Company, Inc | 2,485 | $127.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2,520 | $128.6K | 0.07% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,528 | $129.0K | 0.05% | +46+1.9% | Added |
| GHP Investment Advisors, Inc. | 2,580 | $131.7K | 0.01% | +186+7.8% | Added |
| Harvest Fund Management Co., Ltd | 2,578 | $132.0K | 0.01% | +2,351+1,035.7% | Added |
| Versant Capital Management, Inc | 2,587 | $132.0K | 0.03% | +26+1.0% | Added |
| NCP Inc. | 2,700 | $137.8K | 0.08% | 00.0% | Unchanged |
| Resources Management Corp | 2,720 | $139.0K | 0.02% | −600−18.1% | Reduced |
| West Oak Capital, LLC | 2,740 | $139.8K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2,767 | $141.2K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,779 | $141.9K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,800 | $142.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,786 | $145.0K | 0.04% | −18−0.6% | Reduced |
| Planning Capital Management Corp | 2,875 | $146.7K | 0.10% | −50−1.7% | Reduced |
| M&R Capital Management Inc | 2,899 | $148.0K | 0.03% | +37+1.3% | Added |
| AlphaMark Advisors, LLC | 2,900 | $148.0K | 0.05% | −121−4.0% | Reduced |
| Cypress Capital Management LLC (WY) | 2,900 | $148.0K | 0.16% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 2,914 | $148.7K | 0.13% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2,931 | $149.6K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,949 | $150.5K | 0.01% | +22+0.8% | Added |
| Coppell Advisory Solutions LLC | 2,977 | $152.0K | 0.02% | −733−19.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $153.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 3,015 | $153.9K | 0.03% | +17+0.6% | Added |
| Indiana Trust & Investment Management CO | 3,050 | $155.7K | 0.05% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3,000 | $156.2K | 0.01% | +3,000 | New |
| Fairscale Capital, LLC | 3,048 | $158.7K | 0.14% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,212 | $164.0K | 0.04% | +23+0.7% | Added |
| First Command Advisory Services, Inc. | 3,238 | $165.3K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 3,250 | $165.9K | 0.05% | +3,250 | New |
| Eagle Bay Advisors LLC | 3,212 | $167.2K | 0.06% | −118−3.5% | Reduced |
| PFS Partners, LLC | 3,332 | $170.0K | 0.10% | +51+1.6% | Added |
| Sugarloaf Wealth Management, LLC | 3,332 | $170.1K | 0.03% | −500−13.0% | Reduced |
| Capula Management Ltd | 3,360 | $171.5K | 0.00% | +634+23.3% | Added |
| Investment Research & Advisory Group, Inc. | 3,369 | $172.0K | 0.07% | +2,172+181.5% | Added |
| Bullock Wealth Management Group | 3,387 | $172.5K | 0.10% | +9+0.3% | Added |
| Amica Retiree Medical Trust | 3,433 | $175.0K | 0.15% | +3,433 | New |
| Acima Private Wealth, LLC | 3,452 | $176.2K | 0.06% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 3,460 | $176.6K | 0.07% | −500−12.6% | Reduced |
| Capital Advisors, Ltd. LLC | 3,470 | $177.0K | 0.02% | +14+0.4% | Added |
| City Holding Co | 3,513 | $179.3K | 0.02% | −220−5.9% | Reduced |
| Cromwell Holdings LLC | 3,464 | $180.3K | 0.12% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,550 | $181.0K | 0.07% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,547 | $181.0K | 0.15% | 00.0% | Unchanged |
| State of Wyoming | 3,552 | $181.3K | 0.03% | −479−11.9% | Reduced |
| Quarry LP | 3,568 | $182.1K | 0.06% | +70+2.0% | Added |
| Adirondack Trust Co | 3,580 | $182.7K | 0.07% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3,642 | $185.9K | 0.10% | +33+0.9% | Added |
| Westside Investment Management, Inc. | 3,650 | $186.3K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3,595 | $187.1K | 0.02% | +95+2.7% | Added |
| MB, Levis & Associates, LLC | 3,674 | $187.5K | 0.09% | +55+1.5% | Added |
| St Germain D J Co Inc | 3,681 | $187.9K | 0.01% | +372+11.2% | Added |
| Union Savings Bank | 3,690 | $188.3K | 0.09% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 3,758 | $191.8K | 0.14% | +3,758 | New |
| American Capital Advisory, LLC | 3,832 | $195.6K | 0.11% | +419+12.3% | Added |
| Ashton Thomas Securities, LLC | 3,835 | $195.7K | 0.04% | +3,835 | New |
| Blue Bell Private Wealth Management, LLC | 3,899 | $199.0K | 0.04% | −98−2.5% | Reduced |
| Wedge Capital Management L L P | 3,926 | $200.4K | 0.00% | +3,926 | New |
| Fortis Capital Advisors, LLC | 3,929 | $200.5K | 0.07% | +3,929 | New |
| IAM Advisory, LLC | 3,929 | $200.6K | 0.05% | +3,929 | New |
| Legacy Financial Group, Inc. | 3,683 | $200.6K | 0.07% | +3,683 | New |
| BSW Wealth Partners | 3,945 | $201.3K | 0.03% | +3,945 | New |
| Keating Investment Counselors Inc | 3,947 | $201.5K | 0.06% | +3,947 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,959 | $202.1K | 0.11% | −666−14.4% | Reduced |
| Beck Mack & Oliver LLC | 3,965 | $202.4K | 0.00% | −1,664−29.6% | Reduced |
| German American Bancorp, Inc. | 3,970 | $202.6K | 0.02% | +3,970 | New |