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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 7,552 | $385.5K | 0.04% | −786−9.4% | Reduced |
| Ci Investments Inc. | 7,562 | $386.0K | 0.00% | +36+0.5% | Added |
| Grandfield & Dodd, LLC | 7,603 | $388.1K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,787 | $388.2K | 0.18% | −8,026−50.8% | Reduced |
| WealthTrust Axiom LLC | 7,634 | $389.6K | 0.12% | +2,655+53.3% | Added |
| Platform Technology Partners | 7,641 | $390.0K | 0.12% | −500−6.1% | Reduced |
| ETF Store, Inc. | 7,642 | $390.0K | 0.40% | +331+4.5% | Added |
| Smith Anglin Financial, LLC | 7,643 | $390.1K | 0.04% | +363+5.0% | Added |
| Schmidt P J Investment Management Inc | 7,661 | $391.0K | 0.07% | +30.0% | Added |
| Range Financial Group LLC | 7,670 | $391.5K | 0.54% | −29,433−79.3% | Reduced |
| Optimum Investment Advisors | 7,676 | $391.8K | 0.17% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 7,679 | $391.9K | 0.03% | +23+0.3% | Added |
| Whalerock Point Partners, LLC | 7,702 | $393.1K | 0.09% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,710 | $393.5K | 0.51% | 00.0% | Unchanged |
| Successful Portfolios LLC | 7,725 | $394.3K | 0.27% | −1,478−16.1% | Reduced |
| Vivaldi Capital Management, LLC | 7,727 | $394.4K | 0.11% | −548−6.6% | Reduced |
| Droms Strauss Advisors Inc | 7,764 | $396.3K | 0.14% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 7,784 | $397.3K | 0.09% | +7,784 | New |
| Catalyst Funds Management Pty Ltd | 7,800 | $398.1K | 0.09% | −17,400−69.0% | Reduced |
| Stablepoint Partners, LLC | 7,822 | $399.2K | 0.07% | +20+0.3% | Added |
| Marshall Financial Group LLC | 7,834 | $399.8K | 0.10% | −50−0.6% | Reduced |
| Harvey Investment Co LLC | 7,833 | $400.0K | 0.05% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 7,855 | $400.9K | 0.07% | −2,946−27.3% | Reduced |
| Pflug Koory, LLC | 7,876 | $402.0K | 0.20% | +7,876 | New |
| Strategic Advisors LLC | 7,926 | $404.5K | 0.08% | −1,979−20.0% | Reduced |
| Alera Investment Advisors, LLC | 7,944 | $405.5K | 0.05% | −534−6.3% | Reduced |
| Allen Capital Group, LLC | 7,959 | $406.2K | 0.05% | +568+7.7% | Added |
| Councilmark Asset Management, LLC | 7,966 | $406.6K | 0.27% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7,969 | $406.7K | 0.05% | −20.0% | Reduced |
| Atlas Brown,Inc. | 7,985 | $407.5K | 0.14% | −2,106−20.9% | Reduced |
| Sentry LLC | 7,987 | $407.7K | 0.08% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 8,000 | $408.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 8,005 | $408.0K | 0.02% | +2,895+56.7% | Added |
| First Western Trust Bank | 7,998 | $408.2K | 0.02% | +342+4.5% | Added |
| DDFG, Inc | 8,050 | $410.9K | 0.12% | −79−1.0% | Reduced |
| Old Second National Bank of Aurora | 8,071 | $411.9K | 0.10% | −90−1.1% | Reduced |
| Strait & Sound Wealth Management LLC | 8,095 | $413.2K | 0.20% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 8,104 | $413.6K | 0.02% | −1,518−15.8% | Reduced |
| Verition Fund Management LLC | 8,173 | $417.1K | 0.00% | −72,088−89.8% | Reduced |
| Sovereign Financial Group, Inc. | 8,184 | $417.7K | 0.10% | +42+0.5% | Added |
| Holderness Investments Co | 8,186 | $417.8K | 0.09% | +24+0.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,201 | $418.4K | 0.00% | −30,742−78.9% | Reduced |
| Financial Perspectives, Inc | 8,231 | $420.1K | 0.15% | +20.0% | Added |
| Voya Financial Advisors, Inc. | 8,237 | $420.5K | 0.05% | +77+0.9% | Added |
| Charles Schwab Trust Co | 8,249 | $421.0K | 0.04% | +1,593+23.9% | Added |
| Azimuth Capital Investment Management LLC | 8,250 | $421.1K | 0.02% | +325+4.1% | Added |
| Providence Wealth Advisors, LLC | 8,482 | $421.3K | 0.31% | +8,482 | New |
| Simon Quick Advisors, LLC | 8,285 | $422.8K | 0.03% | +1,697+25.8% | Added |
| United Capital Management of KS, Inc. | 8,337 | $425.5K | 0.09% | +8,337 | New |
| Stephens Consulting, LLC | 8,340 | $425.7K | 0.11% | −162−1.9% | Reduced |
| LRI Investments, LLC | 7,698 | $426.4K | 0.04% | −884−10.3% | Reduced |
| Duncker Streett & Co Inc | 8,359 | $426.6K | 0.08% | −414−4.7% | Reduced |
| Birmingham Capital Management Co Inc | 8,363 | $426.8K | 0.16% | 00.0% | Unchanged |
| Investors Research Corp | 8,369 | $427.2K | 0.09% | 00.0% | Unchanged |
| SP Asset Management LLC | 8,376 | $427.5K | 0.04% | +165+2.0% | Added |
| Equitable Trust Co | 8,379 | $427.7K | 0.03% | +1,000+13.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,409 | $429.2K | 0.06% | −69−0.8% | Reduced |
| Cobblestone Capital Advisors LLC | 8,425 | $430.0K | 0.02% | +277+3.4% | Added |
| Security National Bank of Sioux City Iowa | 8,450 | $431.3K | 0.26% | +8,450 | New |
| SFMG, LLC | 8,456 | $431.6K | 0.03% | +10.0% | Added |
| GPS Wealth Strategies Group, LLC | 8,559 | $432.4K | 0.06% | +3,900+83.7% | Added |
| BCJ Capital Management, LLC | 8,476 | $432.6K | 0.03% | −576−6.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 8,502 | $433.9K | 0.31% | +8,502 | New |
| Gerber, LLC | 8,507 | $434.2K | 0.32% | +20.0% | Added |
| IFG Advisors, LLC | 8,525 | $435.1K | 0.09% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 8,366 | $435.7K | 0.38% | −166−1.9% | Reduced |
| TCI Wealth Advisors, Inc. | 8,600 | $438.9K | 0.04% | −368−4.1% | Reduced |
| Burney Co | 8,619 | $439.9K | 0.02% | +112+1.3% | Added |
| Prelude Capital Management, LLC | 8,650 | $441.5K | 0.03% | +8,650 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 8,670 | $442.5K | 0.04% | −43−0.5% | Reduced |
| V2 Financial group LLC | 8,678 | $442.9K | 0.29% | −300−3.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,714 | $444.8K | 0.15% | −8,442−49.2% | Reduced |
| Capital Asset Advisory Services LLC | 8,978 | $444.9K | 0.02% | −1,943−17.8% | Reduced |
| Prossimo Advisors, LLC | 8,721 | $445.0K | 0.33% | +433+5.2% | Added |
| Montag A & Associates Inc | 8,551 | $445.2K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,725 | $445.3K | 0.02% | +1,341+18.2% | Added |
| Farmers Trust Co | 8,730 | $445.6K | 0.08% | +296+3.5% | Added |
| Keystone Financial Group | 8,768 | $447.5K | 0.06% | +407+4.9% | Added |
| PDS Planning, Inc | 8,769 | $447.6K | 0.04% | +115+1.3% | Added |
| Evoke Wealth, LLC | 8,632 | $449.0K | 0.01% | +8,632 | New |
| AdvisorShares Investments LLC | 8,800 | $449.2K | 0.09% | −1,675−16.0% | Reduced |
| Catalina Capital Group, LLC | 8,814 | $449.9K | 0.15% | +1,256+16.6% | Added |
| Wellington Shields & Co., LLC | 8,823 | $450.3K | 0.14% | +16+0.2% | Added |
| CBOE Vest Financial, LLC | 8,881 | $453.3K | 0.01% | +8,881 | New |
| Powers Advisory Group, LLC | 8,888 | $453.7K | 0.23% | −102−1.1% | Reduced |
| Tradewinds, LLC. | 8,902 | $454.4K | 0.14% | +298+3.5% | Added |
| Greatmark Investment Partners, Inc. | 8,924 | $455.5K | 0.06% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 8,931 | $455.8K | 0.41% | +11+0.1% | Added |
| Accredited Investors Inc. | 8,964 | $457.5K | 0.03% | +30.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $457.8K | 0.10% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 8,994 | $459.1K | 0.07% | −280−3.0% | Reduced |
| Enzi Wealth | 9,210 | $459.2K | 0.18% | +169+1.9% | Added |
| NJ State Employees Deferred Compensation Plan | 9,000 | $459.4K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 9,055 | $462.2K | 0.06% | +1,979+28.0% | Added |
| Lindbrook Capital, LLC | 9,094 | $464.2K | 0.04% | −2,006−18.1% | Reduced |
| Naples Global Advisors, LLC | 8,921 | $464.2K | 0.04% | −1,552−14.8% | Reduced |
| Hendershot Investments Inc. | 9,113 | $465.1K | 0.06% | −473−4.9% | Reduced |
| Armstrong Advisory Group, Inc | 9,114 | $465.2K | 0.04% | −20.0% | Reduced |
| Bristlecone Advisors, LLC | 9,117 | $465.3K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 9,121 | $465.5K | 0.17% | +40+0.4% | Added |