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 |
|---|---|---|---|---|---|
| Gries Financial LLC | 9,129 | $465.9K | 0.09% | +194+2.2% | Added |
| Skyline Advisors, Inc. | 9,141 | $466.6K | 0.19% | +86+0.9% | Added |
| Angeles Wealth Management, LLC | 9,161 | $467.6K | 0.04% | +1,186+14.9% | Added |
| One Wealth Advisors, LLC | 8,989 | $468.0K | 0.07% | −56−0.6% | Reduced |
| Hardin Capital Partners, LLC | 9,457 | $468.6K | 0.27% | −136−1.4% | Reduced |
| Centennial Bank | 9,206 | $469.9K | 0.22% | −69−0.7% | Reduced |
| Washington Trust Co | 9,206 | $469.9K | 0.02% | −12−0.1% | Reduced |
| Symphony Financial Services, Inc. | 9,816 | $470.4K | 0.40% | +400+4.2% | Added |
| Wealth Dimensions Group, Ltd. | 9,234 | $471.3K | 0.12% | −56−0.6% | Reduced |
| KCM Investment Advisors LLC | 9,245 | $471.9K | 0.02% | −704−7.1% | Reduced |
| Montecito Bank & Trust | 9,264 | $472.8K | 0.08% | −477−4.9% | Reduced |
| Home Federal Bank of Tennessee | 9,265 | $472.9K | 0.14% | 00.0% | Unchanged |
| Wealth Alliance | 9,268 | $473.0K | 0.06% | +203+2.2% | Added |
| Howe & Rusling Inc | 9,272 | $473.2K | 0.04% | −675−6.8% | Reduced |
| EverSource Wealth Advisors, LLC | 9,277 | $473.5K | 0.03% | +464+5.3% | Added |
| American Alpha Advisors, LLC | 9,282 | $473.8K | 0.44% | +9,282 | New |
| Staley Capital Advisers Inc | 9,318 | $475.6K | 0.02% | +275+3.0% | Added |
| Cutter & CO Brokerage, Inc. | 9,385 | $479.0K | 0.11% | +46+0.5% | Added |
| Court Place Advisors, LLC | 9,420 | $480.8K | 0.14% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 9,456 | $482.6K | 0.09% | +2,468+35.3% | Added |
| White Lighthouse Investment Management Inc. | 9,468 | $483.2K | 0.09% | +9,468 | New |
| Callan Capital, LLC | 9,506 | $485.2K | 0.03% | +851+9.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,507 | $485.2K | 0.07% | −710−6.9% | Reduced |
| Acorn Wealth Advisors, LLC | 9,537 | $486.8K | 0.21% | +116+1.2% | Added |
| Guardian Capital Advisors LP | 9,600 | $488.9K | 0.05% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 9,583 | $489.1K | 0.10% | +25+0.3% | Added |
| Northcape Wealth Management, LLC | 9,608 | $490.4K | 0.16% | +2,187+29.5% | Added |
| Avestar Capital, LLC | 9,623 | $491.2K | 0.05% | +698+7.8% | Added |
| Heritage Wealth Management, Inc. | 9,628 | $491.4K | 0.16% | +18+0.2% | Added |
| WMS Partners, LLC | 9,639 | $492.0K | 0.03% | −870−8.3% | Reduced |
| Tocqueville Asset Management L.P. | 9,643 | $492.2K | 0.01% | +437+4.7% | Added |
| Howard Bailey Securities, LLC | 9,663 | $493.2K | 0.19% | +9,663 | New |
| Legacy Advisors, LLC | 9,675 | $493.8K | 0.05% | −1,280−11.7% | Reduced |
| Burns Matteson Capital Management, LLC | 9,681 | $494.1K | 0.28% | −345−3.4% | Reduced |
| Conning Inc. | 9,712 | $495.7K | 0.02% | −82−0.8% | Reduced |
| Secure Asset Management, LLC | 9,720 | $496.1K | 0.08% | +1,461+17.7% | Added |
| Parkside Financial Bank & Trust | 9,773 | $498.8K | 0.07% | −128−1.3% | Reduced |
| Lafayette Investments, Inc. | 9,788 | $499.6K | 0.11% | 00.0% | Unchanged |
| Foster Group, Inc. | 9,789 | $499.6K | 0.02% | −527−5.1% | Reduced |
| Cobblestone Asset Management LLC | 9,791 | $499.7K | 0.30% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 9,800 | $500.2K | 0.30% | −110−1.1% | Reduced |
| Shelton Capital Management | 9,819 | $501.2K | 0.01% | −647−6.2% | Reduced |
| C2C Wealth Management, LLC | 9,252 | $503.9K | 0.47% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 9,886 | $504.6K | 0.09% | +243+2.5% | Added |
| Peak Financial Advisors LLC | 9,920 | $506.3K | 0.26% | −555−5.3% | Reduced |
| CVA Family Office, LLC | 9,937 | $507.2K | 0.08% | +683+7.4% | Added |
| Sym Financial Corp | 9,982 | $509.5K | 0.07% | +1,576+18.7% | Added |
| Moser Wealth Advisors, LLC | 9,983 | $509.5K | 0.26% | −3,350−25.1% | Reduced |
| MSH Capital Advisors LLC | 9,989 | $509.8K | 0.16% | +12+0.1% | Added |
| Orca Investment Management, LLC | 10,020 | $511.4K | 0.46% | +436+4.5% | Added |
| TFB Advisors LLC | 10,054 | $513.2K | 0.15% | +269+2.7% | Added |
| Quadcap Wealth Management, LLC | 10,109 | $516.0K | 0.08% | −491−4.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 10,122 | $516.6K | 0.13% | +1,259+14.2% | Added |
| Advisor OS, LLC | 10,136 | $517.3K | 0.05% | +793+8.5% | Added |
| Schnieders Capital Management LLC | 10,144 | $517.8K | 0.10% | +82+0.8% | Added |
| Vectors Research Management, LLC | 10,100 | $518.0K | 0.16% | −240−2.3% | Reduced |
| Krane Funds Advisors LLC | 10,164 | $518.8K | 0.02% | +2,812+38.2% | Added |
| KMG Fiduciary Partners, LLC | 10,189 | $520.1K | 0.04% | −18−0.2% | Reduced |
| Cladis Investment Advisory, LLC | 10,214 | $521.3K | 0.36% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 10,219 | $521.6K | 0.07% | −75−0.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $522.3K | 0.00% | −250−2.3% | Reduced |
| Teamwork Financial Advisors, LLC | 10,262 | $523.8K | 0.07% | +588+6.1% | Added |
| Cheviot Value Management, LLC | 10,295 | $525.4K | 0.10% | −65−0.6% | Reduced |
| Jarislowsky, Fraser Ltd | 10,300 | $525.7K | 0.00% | −36,000−77.8% | Reduced |
| Wealth Quarterback LLC | 10,369 | $529.2K | 0.28% | −441−4.1% | Reduced |
| Monarch Capital Management Inc | 10,187 | $529.5K | 0.14% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 10,381 | $529.8K | 0.07% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 10,398 | $530.7K | 0.23% | +8,562+466.3% | Added |
| Aveo Capital Partners, LLC | 10,427 | $532.2K | 0.06% | −377−3.5% | Reduced |
| Oakworth Capital, Inc. | 10,429 | $532.3K | 0.04% | +1,329+14.6% | Added |
| Procyon Private Wealth Partners, LLC | 10,432 | $532.4K | 0.04% | −433−4.0% | Reduced |
| Johnson & White Wealth Management, LLC | 10,438 | $533.0K | 0.46% | +1,001+10.6% | Added |
| Meritage Portfolio Management | 10,473 | $535.0K | 0.03% | +60+0.6% | Added |
| Tufton Capital Management | 10,520 | $536.9K | 0.10% | −1,130−9.7% | Reduced |
| FinTrust Capital Advisors, LLC | 10,549 | $538.4K | 0.09% | +2,978+39.3% | Added |
| Fee-Only Financial Planning, L.C. | 10,553 | $538.6K | 0.35% | −200−1.9% | Reduced |
| Fishman Jay A Ltd | 10,555 | $538.7K | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 10,566 | $539.3K | 0.13% | −1,200−10.2% | Reduced |
| Meitav Dash Investments Ltd | 10,158 | $540.3K | 0.01% | −2,934−22.4% | Reduced |
| GeoWealth Management, LLC | 10,652 | $543.7K | 0.02% | +136+1.3% | Added |
| Wellington Shields Capital Management, LLC | 10,654 | $543.8K | 0.09% | −2,000−15.8% | Reduced |
| Siemens Fonds Invest GmbH | 10,656 | $543.9K | 0.04% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 10,653 | $544.0K | 0.37% | +294+2.8% | Added |
| St. Louis Trust Co | 10,700 | $546.1K | 0.08% | 00.0% | Unchanged |
| City State Bank | 10,737 | $548.0K | 0.20% | −445−4.0% | Reduced |
| L.M. Kohn & Company | 10,742 | $548.3K | 0.14% | −479−4.3% | Reduced |
| Brighton Jones LLC | 10,748 | $548.6K | 0.02% | −8,106−43.0% | Reduced |
| Perritt Capital Management Inc | 10,784 | $550.4K | 0.28% | +147+1.4% | Added |
| Grimes & Company, Inc. | 10,817 | $552.1K | 0.01% | +164+1.5% | Added |
| Wealth Architects, LLC | 10,831 | $552.8K | 0.06% | +76+0.7% | Added |
| TFC Financial Management | 10,848 | $553.7K | 0.09% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 10,864 | $554.5K | 0.03% | −1,222−10.1% | Reduced |
| Mattern Wealth Management LLC | 10,876 | $555.1K | 0.12% | −400−3.5% | Reduced |
| Patron Partners Advisors, LLC | 10,892 | $555.9K | 0.31% | −171−1.5% | Reduced |
| Brown Miller Wealth Management, LLC | 10,898 | $556.2K | 0.22% | −902−7.6% | Reduced |
| Bedel Financial Consulting, Inc. | 10,899 | $556.3K | 0.08% | +1,511+16.1% | Added |
| Newbridge Financial Services Group, Inc. | 10,980 | $560.4K | 0.20% | +1,447+15.2% | Added |
| Parcion Private Wealth LLC | 11,000 | $561.4K | 0.05% | +985+9.8% | Added |
| Sowa Financial Group, Inc. | 11,008 | $562.0K | 0.36% | +102+0.9% | Added |
| Main Street Financial Solutions, LLC | 11,059 | $564.5K | 0.05% | −420−3.7% | Reduced |