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; 2,574 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
- 1,996
- +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
- 754 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 16,118 | $822.7K | 0.07% | +3,025+23.1% | Added |
| Retirement Planning Group | 16,106 | $822.0K | 0.04% | +192+1.2% | Added |
| Westbourne Investment Advisors, Inc. | 16,099 | $822.0K | 0.29% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 16,099 | $821.7K | 0.01% | +801+5.2% | Added |
| Forum Financial Management, LP | 16,097 | $821.6K | 0.01% | +2,730+20.4% | Added |
| Woodward Diversified Capital, LLC | 16,093 | $821.4K | 0.52% | −600−3.6% | Reduced |
| Leo Wealth, LLC | 16,092 | $821.3K | 0.08% | −989−5.8% | Reduced |
| Bath Savings Trust Co | 16,086 | $821.0K | 0.08% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 16,038 | $818.6K | 0.08% | −1,758−9.9% | Reduced |
| Joel Isaacson & Co., LLC | 16,014 | $817.4K | 0.04% | −449−2.7% | Reduced |
| Allegheny Financial Group LTD | 15,992 | $816.2K | 0.20% | −491−3.0% | Reduced |
| MTM Investment Management, LLC | 16,261 | $814.7K | 0.32% | +62+0.4% | Added |
| Retirement Guys Formula LLC | 15,929 | $813.0K | 0.38% | +884+5.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 15,603 | $812.3K | 0.02% | −500−3.1% | Reduced |
| My Legacy Advisors, LLC | 15,740 | $803.4K | 0.32% | −3,818−19.5% | Reduced |
| Plimoth Trust Co LLC | 15,705 | $801.6K | 0.20% | −265−1.7% | Reduced |
| Eagle Global Advisors LLC | 15,704 | $801.5K | 0.04% | −194−1.2% | Reduced |
| Centaurus Financial, Inc. | 15,695 | $801.0K | 0.05% | −83−0.5% | Reduced |
| Modern Wealth Management, LLC | 15,582 | $795.3K | 0.05% | +4,658+42.6% | Added |
| Ellsworth Advisors, LLC | 15,405 | $786.3K | 0.20% | +1,998+14.9% | Added |
| Silver Coast Investments LLC | 15,360 | $784.0K | 0.29% | −695−4.3% | Reduced |
| IFG Advisory, LLC | 15,337 | $782.8K | 0.05% | −557−3.5% | Reduced |
| Sanders Morris Harris LLC | 15,327 | $782.3K | 0.13% | 00.0% | Unchanged |
| Philadelphia Trust Co | 15,311 | $781.0K | 0.06% | −2,672−14.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 15,237 | $777.7K | 0.07% | −16−0.1% | Reduced |
| Univest Financial Corp | 15,210 | $776.3K | 0.05% | +9,880+185.4% | Added |
| Chapin Davis, Inc. | 15,184 | $775.0K | 0.25% | −801−5.0% | Reduced |
| Nations Financial Group Inc, | 15,182 | $774.9K | 0.06% | −271−1.8% | Reduced |
| Ancora Advisors, LLC | 15,112 | $771.3K | 0.02% | −1,490−9.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 15,089 | $770.2K | 0.14% | +996+7.1% | Added |
| CWS Financial Advisors, LLC | 15,084 | $769.9K | 0.27% | +87+0.6% | Added |
| Fidelis Capital Partners, LLC | 15,430 | $768.4K | 0.09% | +60.0% | Added |
| Brass Tax Wealth Management, Inc | 15,034 | $767.4K | 0.16% | +15,034 | New |
| Gables Capital Management Inc. | 15,033 | $767.3K | 0.39% | −67−0.4% | Reduced |
| Compagnie Lombard Odier SCmA | 15,000 | $765.6K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 15,000 | $765.6K | 0.07% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 14,946 | $762.9K | 0.10% | +350+2.4% | Added |
| Adviser Investments LLC | 14,908 | $760.9K | 0.01% | +4,625+45.0% | Added |
| New Vernon Capital Holdings II LLC | 14,908 | $760.9K | 0.41% | 00.0% | Unchanged |
| Syon Capital LLC | 14,841 | $757.5K | 0.07% | −120−0.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 14,793 | $755.0K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 14,768 | $753.8K | 0.05% | −38−0.3% | Reduced |
| Umb Bank N A | 14,760 | $753.4K | 0.01% | +986+7.2% | Added |
| Hilltop National Bank | 14,747 | $752.7K | 0.23% | +80+0.5% | Added |
| Bridgefront Capital, LLC | 14,745 | $752.6K | 0.29% | +2,415+19.6% | Added |
| Walter & Keenan Financial Consulting Co | 14,688 | $749.7K | 0.23% | +15+0.1% | Added |
| Salvus Wealth Management, LLC | 14,688 | $749.7K | 0.46% | +393+2.7% | Added |
| Checchi Capital Advisers, LLC | 14,685 | $749.5K | 0.06% | +669+4.8% | Added |
| Walker Asset Management, LLC | 14,663 | $748.4K | 0.46% | −2,489−14.5% | Reduced |
| Transcend Wealth Collective, LLC | 14,563 | $743.3K | 0.05% | −266−1.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,506 | $740.4K | 0.03% | +3,754+34.9% | Added |
| Waldron Private Wealth LLC | 14,504 | $740.3K | 0.03% | +3,059+26.7% | Added |
| Kendall Capital Management | 14,497 | $739.9K | 0.23% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 14,444 | $737.2K | 0.24% | +38+0.3% | Added |
| Kapitalo Investimentos Ltda | 14,412 | $735.6K | 0.18% | +2,249+18.5% | Added |
| D'Orazio & Associates, Inc. | 14,404 | $735.2K | 0.10% | +1,105+8.3% | Added |
| FLC Capital Advisors | 14,396 | $734.8K | 0.17% | +554+4.0% | Added |
| MCF Advisors LLC | 14,120 | $733.6K | 0.05% | +1,098+8.4% | Added |
| Wolff Financial Management LLC | 14,217 | $726.0K | 0.20% | +30.0% | Added |
| Ethic Inc. | 16,641 | $725.9K | 0.02% | −3,009−15.3% | Reduced |
| Iron Financial, LLC | 14,172 | $723.3K | 0.39% | +14,172 | New |
| Baader Bank INC | 16,575 | $721.9K | 0.06% | +7,281+78.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 14,109 | $720.1K | 0.53% | +104+0.7% | Added |
| First National Bank & Trust Co of Newtown | 14,039 | $716.5K | 0.14% | −1,150−7.6% | Reduced |
| Exchange Bank | 14,018 | $715.5K | 0.59% | −95−0.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 14,004 | $714.8K | 0.04% | +6,219+79.9% | Added |
| Chemung Canal Trust Co | 13,992 | $714.2K | 0.14% | +13,992 | New |
| Everstar Asset Management, LLC | 13,984 | $713.7K | 0.49% | +13,984 | New |
| Resurgent Financial Advisors LLC | 13,978 | $713.4K | 0.42% | −169−1.2% | Reduced |
| Samalin Investment Counsel, LLC | 13,967 | $712.9K | 0.31% | +323+2.4% | Added |
| Chicago Capital, LLC | 13,945 | $711.8K | 0.02% | −127−0.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 13,917 | $710.3K | 0.13% | −100−0.7% | Reduced |
| Cozad Asset Management Inc | 13,916 | $710.3K | 0.07% | −300−2.1% | Reduced |
| David Loasby | 14,169 | $708.1K | 0.07% | −701−4.7% | Reduced |
| World Equity Group, Inc. | 13,860 | $707.4K | 0.26% | −4,935−26.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,855 | $707.2K | 0.42% | 00.0% | Unchanged |
| Davis Capital Management | 13,852 | $707.0K | 0.56% | −200−1.4% | Reduced |
| San Luis Wealth Advisors LLC | 13,849 | $707.0K | 0.15% | +3,723+36.8% | Added |
| Tradition Wealth Management, LLC | 13,793 | $704.0K | 0.06% | +31+0.2% | Added |
| Chicago Partners Investment Group LLC | 14,090 | $701.7K | 0.03% | +2,485+21.4% | Added |
| Meiji Yasuda Life Insurance Co | 13,734 | $701.0K | 0.01% | −6,365−31.7% | Reduced |
| Allianz SE | 13,700 | $699.2K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 13,706 | $698.1K | 0.03% | −124−0.9% | Reduced |
| Columbia Asset Management | 13,670 | $698.0K | 0.12% | +100+0.7% | Added |
| Stegent Equity Advisors, Inc. | 13,668 | $697.6K | 0.77% | +2,139+18.6% | Added |
| Farmers & Merchants Investments Inc | 13,606 | $694.5K | 0.02% | +1,300+10.6% | Added |
| Ti-Trust, Inc | 13,584 | $693.3K | 0.50% | −50.0% | Reduced |
| Fiduciary Group LLC | 13,575 | $692.9K | 0.07% | −326−2.3% | Reduced |
| Main Street Group, LTD | 13,569 | $692.5K | 0.27% | −572−4.0% | Reduced |
| Kapstone Financial Advisors LLC | 13,559 | $692.2K | 0.42% | −200−1.5% | Reduced |
| Castle Rock Wealth Management, LLC | 13,848 | $689.6K | 0.16% | −41−0.3% | Reduced |
| Coastwise Capital Group, LLC | 13,450 | $686.5K | 0.57% | −4,058−23.2% | Reduced |
| Great Lakes Advisors, LLC | 13,449 | $686.4K | 0.01% | +13,449 | New |
| Principle Wealth Partners LLC | 13,438 | $685.9K | 0.05% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 13,401 | $684.0K | 0.13% | −296−2.2% | Reduced |
| Wagner Wealth Management, LLC | 13,362 | $682.0K | 0.18% | +162+1.2% | Added |
| Boston Family Office LLC | 13,366 | $682.0K | 0.05% | −450−3.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 13,356 | $681.7K | 0.17% | 00.0% | Unchanged |
| Nwam LLC | 13,355 | $681.7K | 0.04% | +1,925+16.8% | Added |
| Insigneo Advisory Services, LLC | 13,314 | $679.5K | 0.07% | −479−3.5% | Reduced |