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 |
|---|---|---|---|---|---|
| Country Club Bank | 4,590 | $234.3K | 0.02% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,598 | $234.7K | 0.12% | +192+4.4% | Added |
| Chilton Capital Management LLC | 4,599 | $234.7K | 0.01% | +1,471+47.0% | Added |
| Monetary Management Group Inc | 4,600 | $234.8K | 0.06% | −200−4.2% | Reduced |
| Coastline Trust Co | 4,600 | $234.8K | 0.03% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 4,617 | $235.7K | 0.05% | −234−4.8% | Reduced |
| Rakuten Securities, Inc. | 4,618 | $235.7K | 0.10% | +471+11.4% | Added |
| Soltis Investment Advisors LLC | 4,635 | $236.5K | 0.02% | −964−17.2% | Reduced |
| Clear Harbor Asset Management, LLC | 4,640 | $236.8K | 0.02% | −35−0.7% | Reduced |
| Frisch Financial Group, Inc. | 4,553 | $237.0K | 0.07% | −462−9.2% | Reduced |
| Blankinship & Foster, LLC | 4,652 | $237.4K | 0.06% | 00.0% | Unchanged |
| Weaver Consulting Group | 4,654 | $237.5K | 0.08% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,661 | $237.9K | 0.06% | +4,661 | New |
| Vantage Financial Partners, LLC | 4,664 | $238.0K | 0.06% | +134+3.0% | Added |
| WealthShield Partners, LLC | 4,614 | $238.6K | 0.03% | +12+0.3% | Added |
| MBL Wealth, LLC | 4,675 | $238.6K | 0.03% | +5+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,695 | $239.7K | 0.14% | +4,695 | New |
| Hills Bank & Trust Co | 4,697 | $239.7K | 0.02% | −2,949−38.6% | Reduced |
| Jeppson Wealth Management, LLC | 4,710 | $240.4K | 0.09% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 4,711 | $240.4K | 0.03% | −6,000−56.0% | Reduced |
| Journey Advisory Group, LLC | 5,287 | $240.8K | 0.03% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,716 | $241.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,723 | $241.1K | 0.02% | −554−10.5% | Reduced |
| Webster Bank, N. A. | 4,725 | $241.2K | 0.03% | 00.0% | Unchanged |
| Ewa, LLC | 4,362 | $241.6K | 0.09% | +4,362 | New |
| William Allan, LLC | 4,736 | $241.7K | 0.15% | +30+0.6% | Added |
| Angeles Investment Advisors, LLC | 4,739 | $241.9K | 0.01% | 00.0% | Unchanged |
| Diversified, LLC | 4,752 | $242.6K | 0.03% | −121−2.5% | Reduced |
| Diversified Enterprises, LLC | 4,752 | $242.6K | 0.03% | +4,752 | New |
| Schaper Benz & Wise Investment Counsel Inc | 4,762 | $243.0K | 0.02% | +20.0% | Added |
| Traphagen Investment Advisors LLC | 4,773 | $243.6K | 0.02% | −267−5.3% | Reduced |
| Capital Planning Advisors, LLC | 4,790 | $244.5K | 0.04% | +4,790 | New |
| Northwest Wealth Management, LLC | 4,806 | $245.3K | 0.06% | +15+0.3% | Added |
| Atwood & Palmer Inc | 4,808 | $245.4K | 0.02% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 4,817 | $245.8K | 0.01% | −2,318−32.5% | Reduced |
| Banque Cantonale Vaudoise | 4,825 | $246.0K | 0.01% | −55,782−92.0% | Reduced |
| Broderick Brian C | 4,822 | $246.1K | 0.05% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 4,823 | $246.2K | 0.09% | +250+5.5% | Added |
| Chicago Trust Co NA | 4,837 | $246.9K | 0.04% | −1,268−20.8% | Reduced |
| River Street Advisors LLC | 4,839 | $247.0K | 0.13% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 4,841 | $247.0K | 0.21% | +4,841 | New |
| Midwest Heritage Bank, FSB | 4,843 | $247.2K | 0.12% | −4,182−46.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,845 | $247.3K | 0.01% | 00.0% | Unchanged |
| Berkshire Bank | 4,850 | $247.5K | 0.06% | +4,850 | New |
| Enterprise Financial Services Corp | 4,858 | $248.0K | 0.14% | +4+0.1% | Added |
| Sonata Capital Group Inc | 4,864 | $248.0K | 0.10% | 00.0% | Unchanged |
| Wheelhouse Advisory Group LLC | 4,878 | $249.0K | 0.16% | +40+0.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 4,893 | $249.7K | 0.05% | +4,893 | New |
| Schechter Investment Advisors, LLC | 4,895 | $249.8K | 0.02% | −600−10.9% | Reduced |
| Skopos Labs, Inc. | 4,899 | $250.0K | 0.08% | +4,899 | New |
| Yacktman Asset Management LP | 4,900 | $250.1K | 0.00% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,902 | $250.2K | 0.01% | +219+4.7% | Added |
| Beacon Capital Management, LLC | 4,918 | $251.0K | 0.04% | −268−5.2% | Reduced |
| Requisite Capital Management, LLC | 4,824 | $251.1K | 0.05% | +100+2.1% | Added |
| Family Wealth Group, LLC | 4,937 | $252.0K | 0.22% | +145+3.0% | Added |
| Oak Harbor Wealth Partners, LLC | 4,939 | $252.1K | 0.07% | +38+0.8% | Added |
| JSF Financial, LLC | 4,944 | $252.3K | 0.07% | +20+0.4% | Added |
| Institute for Wealth Management, LLC. | 4,963 | $253.3K | 0.03% | −108−2.1% | Reduced |
| Greenhouse Wealth Management, LLC | 4,992 | $254.8K | 0.17% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 4,998 | $255.1K | 0.08% | +48+1.0% | Added |
| Alta Advisers Ltd | 5,000 | $255.2K | 0.12% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,002 | $255.3K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,002 | $255.3K | 0.03% | −94−1.8% | Reduced |
| JB Capital LLC | 5,013 | $255.9K | 0.01% | −410−7.6% | Reduced |
| Atlas Wealth Partners, LLC | 4,968 | $256.0K | 0.39% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5,020 | $256.2K | 0.04% | +265+5.6% | Added |
| Lakeridge Wealth Management LLC | 5,026 | $256.5K | 0.14% | −82−1.6% | Reduced |
| 626 Financial, LLC | 5,035 | $257.0K | 0.14% | −320−6.0% | Reduced |
| First United Bank Trust | 5,036 | $257.0K | 0.09% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 4,725 | $257.3K | 0.20% | −895−15.9% | Reduced |
| Mairs & Power Inc | 5,048 | $257.7K | 0.00% | +20.0% | Added |
| Novak & Powell Financial Services, Inc. | 5,074 | $259.0K | 0.15% | −178−3.4% | Reduced |
| Second Line Capital, LLC | 4,982 | $259.4K | 0.07% | −193−3.7% | Reduced |
| Gulf International Bank (UK) Ltd | 5,097 | $260.0K | 0.01% | −6,281−55.2% | Reduced |
| Evernest Financial Advisors, LLC | 5,110 | $260.8K | 0.07% | +5,110 | New |
| N.E.W. Advisory Services LLC | 5,121 | $261.4K | 0.03% | −170−3.2% | Reduced |
| Executive Wealth Management, LLC | 5,127 | $261.7K | 0.02% | +30+0.6% | Added |
| Concorde Asset Management, LLC | 5,141 | $262.4K | 0.15% | +17+0.3% | Added |
| Ellis Investment Partners, LLC | 5,146 | $262.7K | 0.05% | −554−9.7% | Reduced |
| Long Run Wealth Advisors, LLC | 5,152 | $263.0K | 0.06% | +96+1.9% | Added |
| Hedeker Wealth, LLC | 5,156 | $263.2K | 0.07% | +5,156 | New |
| Fiduciary Family Office, LLC | 5,172 | $264.0K | 0.09% | −345−6.3% | Reduced |
| Mosaic Financial Group, LLC | 5,170 | $264.0K | 0.19% | 00.0% | Unchanged |
| Archer Investment Corp | 5,180 | $264.4K | 0.07% | +33+0.6% | Added |
| Regent Peak Wealth Advisors LLC | 5,183 | $264.5K | 0.06% | +121+2.4% | Added |
| Sage Investment Advisers LLC | 5,189 | $264.8K | 0.28% | −327−5.9% | Reduced |
| Signal Advisors Wealth, LLC | 5,189 | $264.9K | 0.04% | +5,189 | New |
| Private Client Services, LLC | 5,191 | $264.9K | 0.14% | +5,191 | New |
| Capital Investment Counsel, Inc | 5,191 | $264.9K | 0.04% | +64+1.2% | Added |
| Savvy Advisors, Inc. | 5,240 | $267.4K | 0.05% | +5,240 | New |
| Summit X, LLC | 5,882 | $268.0K | 0.07% | −515−8.1% | Reduced |
| FSA Advisors, Inc. | 5,596 | $268.1K | 0.27% | +221+4.1% | Added |
| Fortitude Advisory Group L.L.C. | 5,260 | $268.5K | 0.17% | +32+0.6% | Added |
| Guyasuta Investment Advisors Inc | 5,273 | $269.1K | 0.02% | −300−5.4% | Reduced |
| Financial Advisory Service, Inc. | 5,299 | $270.5K | 0.02% | +57+1.1% | Added |
| Stelac Advisory Services LLC | 5,200 | $270.5K | 0.11% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 5,300 | $270.5K | 0.02% | −28−0.5% | Reduced |
| TrinityPoint Wealth, LLC | 5,301 | $270.6K | 0.04% | −2,046−27.8% | Reduced |
| Legacy Financial Advisors, Inc. | 5,321 | $271.6K | 0.05% | −88−1.6% | Reduced |
| Vestor Capital, LLC | 5,335 | $272.0K | 0.02% | −33−0.6% | Reduced |