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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 6,201 | $316.5K | 0.02% | +119+2.0% | Added |
| Tompkins Financial Corp | 6,201 | $316.5K | 0.03% | −571−8.4% | Reduced |
| Howard Financial Services, Ltd. | 6,232 | $318.1K | 0.05% | +396+6.8% | Added |
| Firethorn Wealth Partners, LLC | 6,251 | $319.0K | 0.16% | +64+1.0% | Added |
| Carson Advisory Inc. | 6,265 | $319.8K | 0.20% | −11−0.2% | Reduced |
| West Bancorporation Inc | 6,279 | $320.5K | 0.21% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 6,302 | $321.7K | 0.02% | +778+14.1% | Added |
| Fundamentun, LLC | 6,310 | $322.1K | 0.02% | +57+0.9% | Added |
| Zullo Investment Group, Inc. | 6,323 | $322.8K | 0.13% | −136−2.1% | Reduced |
| MV Capital Management, Inc. | 6,349 | $324.1K | 0.03% | −306−4.6% | Reduced |
| Wambolt & Associates, LLC | 6,363 | $324.1K | 0.09% | +339+5.6% | Added |
| Blue Chip Partners, Inc. | 6,354 | $324.3K | 0.03% | −587−8.5% | Reduced |
| Avaii Wealth Management, LLC | 6,360 | $324.6K | 0.16% | −3,393−34.8% | Reduced |
| King Wealth | 6,406 | $327.0K | 0.05% | −982−13.3% | Reduced |
| Fortitude Family Office, LLC | 6,418 | $327.6K | 0.13% | +1,738+37.1% | Added |
| RFP Financial Group LLC | 6,426 | $328.0K | 0.11% | +320+5.2% | Added |
| American National Bank | 6,431 | $328.2K | 0.04% | −373−5.5% | Reduced |
| IMS Capital Management | 6,433 | $328.3K | 0.15% | +6,433 | New |
| PFG Advisors | 6,438 | $328.6K | 0.02% | +23+0.4% | Added |
| Wendell David Associates Inc | 6,450 | $329.0K | 0.03% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 6,462 | $330.0K | 0.00% | +6,462 | New |
| Shulman DeMeo Asset Management LLC | 6,481 | $330.8K | 0.08% | −1,020−13.6% | Reduced |
| Peoples Financial Services Corp. | 6,497 | $331.6K | 0.15% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $331.8K | 0.10% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 6,512 | $332.4K | 0.03% | +1,876+40.5% | Added |
| Bouchey Financial Group Ltd | 6,480 | $332.4K | 0.03% | +199+3.2% | Added |
| LaSalle St. Investment Advisors, LLC | 6,527 | $333.0K | 0.13% | +321+5.2% | Added |
| Interchange Capital Partners, LLC | 6,553 | $334.7K | 0.12% | −32−0.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 6,587 | $336.2K | 0.06% | −429−6.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,595 | $336.6K | 0.12% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 6,804 | $337.1K | 0.08% | +465+7.3% | Added |
| GYL Financial Synergies, LLC | 6,623 | $338.0K | 0.03% | −499−7.0% | Reduced |
| Trustmark National Bank Trust Department | 6,631 | $338.4K | 0.03% | +816+14.0% | Added |
| MBB Public Markets I LLC | 6,660 | $339.9K | 0.03% | −115,510−94.5% | Reduced |
| Washington Trust Advisors, Inc. | 6,668 | $340.3K | 0.03% | −550−7.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,668 | $340.3K | 0.01% | −72−1.1% | Reduced |
| Shum Financial Group, Inc. | 6,281 | $340.4K | 0.28% | +6,281 | New |
| Wintrust Investments LLC | 6,702 | $342.0K | 0.25% | −62,745−90.3% | Reduced |
| SevenBridge Financial Group, LLC | 6,347 | $342.3K | 0.07% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 6,839 | $342.6K | 0.22% | −50−0.7% | Reduced |
| EPG Wealth Management LLC | 6,733 | $343.6K | 0.09% | +6,733 | Added |
| McGlone Suttner Wealth Management, Inc. | 6,739 | $343.9K | 0.07% | +410+6.5% | Added |
| Harbour Trust & Investment Management Co | 6,747 | $344.4K | 0.04% | −800−10.6% | Reduced |
| Investment Advisory Group, LLC | 6,748 | $344.4K | 0.12% | −103−1.5% | Reduced |
| Venturi Wealth Management, LLC | 6,750 | $344.5K | 0.02% | +2,347+53.3% | Added |
| Prairiewood Capital, LLC | 6,771 | $345.6K | 0.15% | 00.0% | Unchanged |
| Renaissance Group LLC | 6,787 | $346.4K | 0.01% | −338−4.7% | Reduced |
| Resonant Capital Advisors, LLC | 6,656 | $346.5K | 0.03% | +543+8.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,818 | $348.0K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 6,854 | $349.8K | 0.03% | +6,854 | New |
| Pacitti Group Inc. | 6,808 | $349.9K | 0.17% | +302+4.6% | Added |
| Affinity Capital Advisors, LLC | 6,912 | $352.8K | 0.07% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 6,922 | $353.3K | 0.04% | +261+3.9% | Added |
| CAP Partners, LLC | 6,925 | $353.4K | 0.26% | +123+1.8% | Added |
| Woodard & Co Asset Management Group Inc | 6,925 | $353.5K | 0.08% | 00.0% | Unchanged |
| Plancorp, LLC | 6,956 | $355.0K | 0.01% | +117+1.7% | Added |
| Astoria Portfolio Advisors LLC. | 7,136 | $355.6K | 0.12% | +740+11.6% | Added |
| Gentry Private Wealth, LLC | 6,987 | $356.6K | 0.29% | −256−3.5% | Reduced |
| Sage Private Wealth Group, LLC | 7,034 | $359.0K | 0.28% | −103−1.4% | Reduced |
| Indie Asset Partners, LLC | 7,053 | $360.0K | 0.27% | −2,063−22.6% | Reduced |
| Community Trust & Investment Co | 7,055 | $360.1K | 0.02% | −75−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 7,059 | $360.3K | 0.10% | +1,910+37.1% | Added |
| Summit Wealth Partners, LLC | 7,063 | $360.5K | 0.07% | +26+0.4% | Added |
| Delta Investment Management, LLC | 7,065 | $360.6K | 0.07% | +10.0% | Added |
| Winning Points Advisors, LLC | 8,569 | $361.1K | 0.68% | +8,569 | New |
| Ariadne Wealth Management, LP | 6,754 | $361.6K | 0.20% | +6,754 | New |
| GFS Advisors, LLC | 7,092 | $362.0K | 0.08% | +6,747+1,955.7% | Added |
| Heritage Family Offices, LLP | 7,110 | $362.9K | 0.19% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 7,116 | $363.2K | 0.04% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 7,000 | $364.4K | 0.19% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,151 | $365.0K | 0.00% | +7,151 | New |
| Register Financial Advisors LLC | 7,152 | $365.0K | 0.19% | −278−3.7% | Reduced |
| TD Private Client Wealth LLC | 7,158 | $365.3K | 0.01% | +1,108+18.3% | Added |
| Taylor Financial Group, Inc. | 7,174 | $366.2K | 0.25% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 7,176 | $366.3K | 0.03% | +387+5.7% | Added |
| Two Sigma Securities, LLC | 7,200 | $367.5K | 0.03% | −22,831−76.0% | Reduced |
| Smith Shellnut Wilson LLC | 7,240 | $369.5K | 0.17% | 00.0% | Unchanged |
| Howland Capital Management LLC | 7,109 | $370.1K | 0.02% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 7,273 | $371.2K | 0.29% | −1,074−12.9% | Reduced |
| Orion Investment Co | 7,301 | $372.6K | 0.15% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7,316 | $373.4K | 0.14% | +113+1.6% | Added |
| TCFG Wealth Management, LLC | 7,330 | $374.1K | 0.19% | +7,330 | New |
| Davis R M Inc | 7,331 | $374.2K | 0.01% | −1,444−16.5% | Reduced |
| Alliance Wealth Advisors, LLC | 7,332 | $374.2K | 0.22% | −15−0.2% | Reduced |
| Fidelity D & D Bancorp Inc | 7,366 | $376.0K | 0.25% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 7,380 | $376.7K | 0.21% | +201+2.8% | Added |
| Mather Group, LLC. | 7,389 | $377.1K | 0.00% | −2,622−26.2% | Reduced |
| Premier Path Wealth Partners, LLC | 7,399 | $377.6K | 0.06% | +73+1.0% | Added |
| Canandaigua National Bank & Trust Co | 7,435 | $379.5K | 0.04% | −978−11.6% | Reduced |
| Cypress Wealth Services, LLC | 7,439 | $379.7K | 0.08% | −128−1.7% | Reduced |
| Bank Ozk | 7,449 | $380.2K | 0.16% | −316−4.1% | Reduced |
| Cohen Investment Advisors LLC | 7,457 | $380.6K | 0.23% | −1,510−16.8% | Reduced |
| Callahan Advisors, LLC | 7,457 | $380.6K | 0.04% | +9+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 7,465 | $381.1K | 0.11% | +515+7.4% | Added |
| Jacobs Levy Equity Management, Inc | 7,473 | $381.4K | 0.00% | −129,453−94.5% | Reduced |
| Mindset Wealth Management, LLC | 7,491 | $382.3K | 0.16% | +7,491 | New |
| Lifeworks Advisors, LLC | 7,502 | $382.9K | 0.08% | +927+14.1% | Added |
| Choate Investment Advisors | 7,520 | $383.8K | 0.01% | +273+3.8% | Added |
| Journey Strategic Wealth LLC | 7,542 | $384.9K | 0.01% | −2,762−26.8% | Reduced |
| ERn Financial, LLC | 7,543 | $385.0K | 0.06% | +62+0.8% | Added |