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 |
|---|---|---|---|---|---|
| Aries Wealth Management | 3,970 | $202.6K | 0.06% | +3,970 | New |
| Guardian Wealth Advisors, LLC | 3,975 | $202.9K | 0.02% | +3,975 | New |
| Cito Capital Group, LLC | 3,900 | $203.0K | 0.08% | 00.0% | Unchanged |
| W Advisors, LLC | 3,983 | $203.3K | 0.13% | +3,983 | New |
| DT Investment Partners, LLC | 3,985 | $203.4K | 0.02% | +323+8.8% | Added |
| Baron Wealth Management LLC | 3,990 | $203.6K | 0.10% | +3,990 | New |
| Garrett Wealth Advisory Group, LLC | 3,992 | $203.7K | 0.05% | +3,992 | New |
| First Wilshire Securities Management Inc | 4,000 | $204.0K | 0.06% | +4,000 | New |
| Financial Engines Advisors L.L.C. | 3,919 | $204.0K | 0.00% | +3,919 | New |
| Dearborn Partners LLC | 4,015 | $204.9K | 0.01% | +4,015 | New |
| Y.D. More Investments Ltd | 4,017 | $205.0K | 0.02% | +117+3.0% | Added |
| RKL Wealth Management LLC | 4,019 | $205.1K | 0.02% | +4,019 | New |
| Roman Butler Fullerton & Co | 4,112 | $205.2K | 0.06% | +4,112 | New |
| Clayton Financial Group LLC | 4,036 | $206.0K | 0.08% | +4,036 | New |
| Crew Capital Management, Ltd. | 4,037 | $206.0K | 0.16% | +4,037 | New |
| Sweet Financial Partners, LLC | 4,042 | $206.3K | 0.04% | +4,042 | New |
| Northwest Bancshares, Inc. | 4,046 | $206.5K | 0.04% | −1,282−24.1% | Reduced |
| Van Hulzen Asset Management, LLC | 4,055 | $207.0K | 0.01% | −589−12.7% | Reduced |
| Fortem Financial Group, LLC | 4,057 | $207.0K | 0.08% | +4,057 | New |
| Caldwell Sutter Capital, Inc. | 4,077 | $208.1K | 0.10% | −1,850−31.2% | Reduced |
| Hoge Financial Services, LLC | 4,079 | $208.2K | 0.16% | +4,079 | New |
| Main Street Research LLC | 4,000 | $208.3K | 0.01% | +4,000 | New |
| Valmark Advisers, Inc. | 4,082 | $208.3K | 0.00% | +4,082 | New |
| Wealth Management Associates, Inc. | 4,083 | $208.4K | 0.09% | +4,083 | New |
| Dominguez Wealth Management Solutions, Inc. | 4,089 | $208.7K | 0.15% | +4,089 | New |
| Lighthouse Investment Partners, LLC | 4,090 | $208.8K | 0.01% | +4,090 | New |
| Wealthquest Corp | 4,100 | $208.8K | 0.02% | +4,100 | New |
| Financial Advocates Investment Management | 4,091 | $208.8K | 0.01% | +4,091 | New |
| Rockline Wealth Management, LLC | 4,103 | $209.4K | 0.06% | +4,103 | New |
| Triangle Securities Wealth Management | 4,103 | $209.4K | 0.05% | −1,920−31.9% | Reduced |
| Sound Income Strategies, LLC | 4,115 | $210.0K | 0.01% | −225−5.2% | Reduced |
| Callan Family Office, LLC | 4,121 | $210.3K | 0.04% | +4,121 | New |
| Roundview Capital LLC | 4,124 | $210.5K | 0.02% | −1,929−31.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,132 | $210.9K | 0.02% | +4,132 | New |
| Horizon Wealth Management, LLC | 4,142 | $211.4K | 0.04% | +4,142 | New |
| Uhlmann Price Securities, LLC | 4,157 | $212.1K | 0.17% | +4,157 | New |
| Morris Retirement Advisors, LLC | 4,178 | $213.3K | 0.12% | −676−13.9% | Reduced |
| Sweeney & Michel, LLC | 4,299 | $213.3K | 0.08% | +4,299 | New |
| Greenline Partners, LLC | 4,187 | $213.7K | 0.03% | +4,187 | New |
| Newman Dignan & Sheerar, Inc. | 4,254 | $213.8K | 0.05% | +4,254 | New |
| Strategic Investment Solutions, Inc. | 4,193 | $214.0K | 0.06% | 00.0% | Unchanged |
| Axim Planning & Wealth | 4,196 | $214.2K | 0.24% | +4,196 | New |
| Becker Capital Management Inc | 4,118 | $214.4K | 0.01% | +4,118 | New |
| First Citizens Financial Corp | 4,202 | $214.5K | 0.11% | +4,202 | New |
| Kolinsky Wealth Management, LLC | 4,206 | $214.7K | 0.14% | −264−5.9% | Reduced |
| Stonebridge Capital Advisors LLC | 4,236 | $216.2K | 0.02% | +4,236 | New |
| Forza Wealth Management, LLC | 4,238 | $216.3K | 0.10% | +4,238 | New |
| Schneider Downs Wealth Management Advisors, LP | 4,241 | $216.5K | 0.04% | +4,241 | New |
| Retirement Planning Co of New England, Inc. | 4,250 | $216.9K | 0.11% | +4,250 | New |
| SC&H Financial Advisors, Inc. | 4,251 | $217.0K | 0.05% | +4,251 | New |
| Invst, LLC | 4,272 | $218.1K | 0.03% | −393−8.4% | Reduced |
| Jmac Enterprises LLC | 4,277 | $218.3K | 0.03% | +4,277 | New |
| Proficio Capital Partners LLC | 4,285 | $218.7K | 0.02% | −854−16.6% | Reduced |
| Cardiff Park Advisors, LLC | 4,297 | $219.3K | 0.02% | +4,297 | New |
| Sterling Investment Advisors, Ltd. | 4,301 | $219.5K | 0.06% | +4,301 | New |
| Litman Gregory Asset Management LLC | 4,307 | $219.8K | 0.02% | +4,307 | New |
| Harel Insurance Investments & Financial Services Ltd. | 4,309 | $220.0K | 0.00% | +4,309 | New |
| Richardson Financial Services Inc. | 4,835 | $220.2K | 0.14% | 00.0% | Unchanged |
| NBW Capital LLC | 4,328 | $220.9K | 0.04% | +4,328 | New |
| Northeast Investment Management | 4,330 | $221.0K | 0.01% | +4,330 | New |
| Stockman Wealth Management, Inc. | 4,341 | $221.6K | 0.03% | +4,341 | New |
| Detalus Advisors, LLC | 4,348 | $221.9K | 0.07% | +4,348 | New |
| Human Investing LLC | 4,349 | $222.0K | 0.04% | +4,349 | New |
| Insight Advisors, LLC | 4,364 | $222.7K | 0.04% | +4,364 | New |
| Garde Capital, Inc. | 4,369 | $223.0K | 0.01% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,371 | $223.1K | 0.11% | +4,371 | New |
| Nicolet Bankshares Inc | 4,374 | $223.2K | 0.05% | −1,700−28.0% | Reduced |
| First Financial Corp | 4,379 | $223.5K | 0.11% | −325−6.9% | Reduced |
| Truvestments Capital LLC | 4,391 | $224.1K | 0.06% | +4,391 | New |
| Laurel Wealth Advisors LLC | 4,392 | $224.1K | 0.04% | +425+10.7% | Added |
| Patten Group, Inc. | 4,395 | $224.3K | 0.05% | +4,395 | New |
| Baxter Bros Inc | 4,400 | $224.6K | 0.03% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 4,401 | $224.6K | 0.10% | +4,401 | New |
| LongView Wealth Management | 4,406 | $224.9K | 0.07% | 00.0% | Unchanged |
| Allie Family Office LLC | 4,415 | $225.3K | 0.12% | 00.0% | Unchanged |
| Family Firm, Inc. | 4,434 | $226.3K | 0.05% | −61−1.4% | Reduced |
| Axiom Advisory, LLC | 4,480 | $226.4K | 0.00% | −1,154−20.5% | Reduced |
| Front Row Advisors LLC | 4,350 | $226.5K | 0.08% | −117−2.6% | Reduced |
| Abacus Planning Group, Inc. | 4,439 | $226.6K | 0.04% | +4,439 | New |
| Gateway Wealth Partners, LLC | 4,441 | $226.7K | 0.06% | −98−2.2% | Reduced |
| Everpar Advisors LLC | 4,474 | $228.4K | 0.12% | −37−0.8% | Reduced |
| Caitlin John, LLC | 4,135 | $228.5K | 0.15% | +526+14.6% | Added |
| Onefund, LLC | 4,481 | $228.7K | 0.23% | −126−2.7% | Reduced |
| Ironwood Investment Counsel, LLC | 4,481 | $228.7K | 0.04% | +54+1.2% | Added |
| NWF Advisory Services Inc. | 4,483 | $228.8K | 0.03% | −323−6.7% | Reduced |
| J. Goldman & Co LP | 4,483 | $228.8K | 0.01% | +4,483 | New |
| Arkfeld Wealth Strategies, L.L.C. | 4,568 | $228.9K | 0.11% | −278−5.7% | Reduced |
| Mechanics Financial Corp | 4,490 | $229.2K | 0.10% | 00.0% | Unchanged |
| MJP Associates Inc | 4,503 | $229.8K | 0.04% | +4,503 | New |
| NorthCrest Asset Manangement, LLC | 4,529 | $231.1K | 0.01% | +4,529 | New |
| Apella Capital, LLC | 4,570 | $231.2K | 0.01% | +16+0.4% | Added |
| HTLF Bank | 4,533 | $231.4K | 0.03% | −647−12.5% | Reduced |
| Northwest Investment Counselors, LLC | 4,545 | $232.0K | 0.05% | +4,545 | New |
| NTV Asset Management LLC | 4,545 | $232.0K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,549 | $232.2K | 0.06% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,550 | $232.2K | 0.10% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,562 | $232.8K | 0.00% | +4,562 | New |
| OMC Financial Services LTD | 5,126 | $233.0K | 0.11% | 00.0% | Unchanged |
| Souders Financial Advisors | 4,568 | $233.2K | 0.03% | +18+0.4% | Added |
| Xcel Wealth Management, LLC | 4,568 | $233.2K | 0.07% | +4,568 | New |