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 |
|---|---|---|---|---|---|
| LJI Wealth Management, LLC | 5,336 | $272.3K | 0.06% | −1,100−17.1% | Reduced |
| ZWJ Investment Counsel Inc | 5,336 | $272.3K | 0.01% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 5,351 | $273.1K | 0.03% | −50−0.9% | Reduced |
| CRA Financial Services, LLC | 5,354 | $273.3K | 0.05% | −177−3.2% | Reduced |
| Next Capital Management LLC | 5,349 | $273.8K | 0.11% | −351−6.2% | Reduced |
| Gratus Wealth Advisors, LLC | 5,510 | $275.1K | 0.04% | 00.0% | Unchanged |
| Prostatis Group LLC | 5,390 | $275.1K | 0.09% | −725−11.9% | Reduced |
| Intelligence Driven Advisers, LLC | 5,391 | $275.2K | 0.04% | +435+8.8% | Added |
| Birch Hill Investment Advisors LLC | 5,400 | $275.6K | 0.01% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 5,410 | $276.1K | 0.09% | +19+0.4% | Added |
| Charter Trust Co | 5,410 | $276.1K | 0.02% | −40−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 5,428 | $277.0K | 0.03% | −11−0.2% | Reduced |
| Strategic Financial Concepts, LLC | 5,432 | $277.2K | 0.09% | −273,748−98.1% | Reduced |
| Great Waters Wealth Management | 5,437 | $277.5K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 5,438 | $277.6K | 0.02% | +18+0.3% | Added |
| Fairfield, Bush & Co. | 5,439 | $277.6K | 0.17% | −10.0% | Reduced |
| Letson Investment Management, Inc. | 5,440 | $277.7K | 0.11% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 5,450 | $278.2K | 0.22% | 00.0% | Unchanged |
| West Coast Financial LLC | 5,450 | $278.2K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,495 | $280.5K | 0.03% | −55−1.0% | Reduced |
| May Barnhard Investments LLC | 5,497 | $280.6K | 0.14% | +13+0.2% | Added |
| Driehaus Capital Management LLC | 5,500 | $280.7K | 0.00% | +5,500 | New |
| Smallwood Wealth Investment Management, LLC | 5,526 | $282.0K | 0.20% | −1,496−21.3% | Reduced |
| AlphaCore Capital LLC | 5,437 | $282.9K | 0.06% | +5,437 | New |
| Compton Financial Group, LLC | 5,554 | $283.4K | 0.09% | −546−9.0% | Reduced |
| Clearwater Capital Advisors, LLC | 5,572 | $284.4K | 0.03% | +5,572 | New |
| First County Bank | 5,576 | $284.6K | 0.14% | −336−5.7% | Reduced |
| Act Wealth Management, LLC | 5,599 | $285.8K | 0.13% | +240+4.5% | Added |
| Capital Analysts, LLC | 5,597 | $286.0K | 0.01% | −1,082−16.2% | Reduced |
| Bienville Capital Management, LLC | 5,500 | $286.3K | 0.07% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 5,613 | $286.5K | 0.14% | −463−7.6% | Reduced |
| Forthright Family Wealth Advisory LLC | 5,000 | $286.6K | 0.18% | 00.0% | Unchanged |
| Fort, L.P. | 5,624 | $287.0K | 0.72% | −266−4.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,626 | $287.2K | 0.02% | 00.0% | Unchanged |
| Vicus Capital | 5,646 | $288.2K | 0.03% | −648−10.3% | Reduced |
| Kornitzer Capital Management Inc | 5,661 | $288.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,661 | $288.9K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5,665 | $289.2K | 0.13% | +4,000+240.2% | Added |
| Trustco Bank Corp N Y | 5,672 | $289.5K | 0.29% | −10.0% | Reduced |
| ORG Wealth Partners, LLC | 5,678 | $289.8K | 0.10% | +5,678 | New |
| Aaron Wealth Advisors | 5,681 | $290.0K | 0.03% | +5,681 | New |
| Ervin Investment Management, LLC | 5,700 | $290.9K | 0.19% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,592 | $291.1K | 0.01% | −328−5.5% | Reduced |
| Linscomb & Williams, Inc. | 5,712 | $291.5K | 0.01% | −868−13.2% | Reduced |
| Perennial Investment Advisors, LLC | 5,715 | $291.7K | 0.04% | +65+1.2% | Added |
| Byrne Asset Management LLC | 5,715 | $291.7K | 0.20% | −335−5.5% | Reduced |
| Koss-Olinger Consulting, LLC | 5,723 | $292.0K | 0.03% | +5,723 | New |
| Lane & Associates LLC | 5,727 | $292.3K | 0.16% | −487−7.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,735 | $292.7K | 0.03% | +550+10.6% | Added |
| Centerpoint Advisors, LLC | 5,750 | $293.0K | 0.10% | −1,000−14.8% | Reduced |
| Barlow Wealth Partners, Inc. | 5,874 | $293.2K | 0.04% | 00.0% | Unchanged |
| Connable Office Inc | 5,746 | $293.3K | 0.03% | 00.0% | Unchanged |
| Manchester Financial Inc | 5,750 | $293.5K | 0.06% | 00.0% | Unchanged |
| Maven Securities LTD | 5,762 | $294.1K | 0.03% | +5,762 | New |
| RS Crum Inc. | 5,763 | $294.1K | 0.07% | −275−4.6% | Reduced |
| SRS Capital Advisors, Inc. | 5,766 | $294.3K | 0.03% | +86+1.5% | Added |
| Mill Creek Capital Advisors, LLC | 5,768 | $294.4K | 0.01% | −302−5.0% | Reduced |
| WMG Financial Advisors, LLC | 5,779 | $295.0K | 0.13% | −5−0.1% | Reduced |
| Aberdeen Wealth Management LLC | 5,785 | $295.3K | 0.19% | 00.0% | Unchanged |
| Smith, Salley & Associates | 5,789 | $295.5K | 0.02% | +298+5.4% | Added |
| Cowa, LLC | 5,797 | $295.9K | 0.14% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 5,811 | $296.6K | 0.09% | +108+1.9% | Added |
| TrueMark Investments, LLC | 5,835 | $297.8K | 0.10% | −5,086−46.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,851 | $298.6K | 0.16% | +200+3.5% | Added |
| American Institute for Advanced Investment Management, LLP | 5,860 | $299.1K | 0.21% | +200+3.5% | Added |
| SignalPoint Asset Management, LLC | 5,884 | $300.4K | 0.07% | +47+0.8% | Added |
| Emprise Bank | 5,895 | $300.9K | 0.17% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5,899 | $301.1K | 0.04% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 5,900 | $301.2K | 0.07% | +5,900 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5,916 | $302.0K | 0.11% | −406−6.4% | Reduced |
| Tandem Investment Advisors, Inc. | 5,924 | $302.0K | 0.01% | +3+0.1% | Added |
| Lester Murray Antman dba SimplyRich | 5,925 | $302.0K | 0.08% | +5,925 | New |
| Gladius Capital Management LP | 5,919 | $302.1K | 0.18% | +283+5.0% | Added |
| Sage Mountain Advisors LLC | 5,946 | $303.5K | 0.03% | +442+8.0% | Added |
| Beacon Investment Advisory Services, Inc. | 5,949 | $303.6K | 0.01% | +934+18.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,970 | $304.7K | 0.12% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 5,973 | $304.9K | 0.10% | −814−12.0% | Reduced |
| Alpine Bank Wealth Management | 5,980 | $305.2K | 0.05% | +5,980 | New |
| Monticello Wealth Management, LLC | 5,980 | $305.2K | 0.03% | +14+0.2% | Added |
| Augustine Asset Management Inc | 6,000 | $306.2K | 0.11% | −172−2.8% | Reduced |
| Mezzasalma Advisors, LLC | 6,004 | $306.4K | 0.12% | 00.0% | Unchanged |
| Well Done, LLC | 6,020 | $307.3K | 0.06% | −1,883−23.8% | Reduced |
| Virtue Capital Management, LLC | 6,026 | $307.6K | 0.06% | −4,271−41.5% | Reduced |
| Lloyd Advisory Services, LLC. | 6,069 | $309.8K | 0.15% | −427−6.6% | Reduced |
| 1st Source Bank | 6,074 | $310.0K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 6,081 | $310.4K | 0.21% | +75+1.2% | Added |
| Blueprint Investment Partners LLC | 6,085 | $310.6K | 0.06% | −296−4.6% | Reduced |
| Silvant Capital Management LLC | 5,966 | $310.6K | 0.01% | 00.0% | Unchanged |
| Defender Capital, LLC. | 6,086 | $310.6K | 0.10% | 00.0% | Unchanged |
| First American Trust, FSB | 6,098 | $311.2K | 0.03% | −71−1.2% | Reduced |
| West Family Investments, Inc. | 6,103 | $311.5K | 0.11% | +715+13.3% | Added |
| Fragasso Group Inc. | 6,103 | $311.5K | 0.02% | +1,144+23.1% | Added |
| Calton & Associates, Inc. | 6,105 | $311.6K | 0.12% | +439+7.7% | Added |
| TSFG, LLC | 6,120 | $312.0K | 0.07% | −10.0% | Reduced |
| Accuvest Global Advisors | 6,116 | $312.2K | 0.27% | +6,116 | New |
| Keeley-Teton Advisors, LLC | 6,120 | $312.4K | 0.03% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 6,121 | $312.4K | 0.12% | +6,121 | New |
| Northeast Financial Group, Inc. | 6,133 | $313.0K | 0.12% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 6,139 | $313.3K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,177 | $315.3K | 0.05% | +1,413+29.7% | Added |