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 |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 13,291 | $678.4K | 0.04% | +706+5.6% | Added |
| Neville Rodie & Shaw Inc | 13,273 | $678.0K | 0.05% | +48+0.4% | Added |
| Elevated Capital Advisors, LLC | 13,239 | $675.7K | 0.18% | −177−1.3% | Reduced |
| Camden Capital, LLC | 13,218 | $674.6K | 0.07% | −446−3.3% | Reduced |
| Lakeview Capital Partners, LLC | 13,211 | $674.3K | 0.11% | −11,636−46.8% | Reduced |
| Anchor Investment Management, LLC | 13,174 | $672.4K | 0.06% | +3,478+35.9% | Added |
| Tevis Investment Management | 12,866 | $669.8K | 0.50% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 12,840 | $668.4K | 0.17% | +577+4.7% | Added |
| Bill Few Associates, Inc. | 13,095 | $668.4K | 0.24% | −98−0.7% | Reduced |
| Dover Advisors, LLC | 13,037 | $665.4K | 0.38% | −880−6.3% | Reduced |
| Signature Wealth Management Partners, LLC | 12,970 | $662.0K | 0.48% | −993−7.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 12,959 | $661.4K | 0.09% | +12,959 | New |
| Mogy Joel R Investment Counsel Inc | 12,950 | $661.0K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 12,924 | $659.6K | 0.04% | +158+1.2% | Added |
| BKD Wealth Advisors, LLC | 12,901 | $658.5K | 0.02% | −5,414−29.6% | Reduced |
| 44 Wealth Management LLC | 13,185 | $656.6K | 0.23% | +13,185 | New |
| Pallas Capital Advisors LLC | 13,130 | $655.7K | 0.03% | −2,909−18.1% | Reduced |
| RIA Advisory Group LLC | 12,840 | $655.3K | 0.23% | +12,840 | New |
| Mitchell Sinkler & Starr | 12,826 | $654.6K | 0.16% | −5,976−31.8% | Reduced |
| Horst & Graben Wealth Management LLC | 12,817 | $654.2K | 0.12% | +201+1.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 12,774 | $652.0K | 0.19% | −2,083−14.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 12,764 | $651.5K | 0.22% | +1,239+10.8% | Added |
| CenterBook Partners LP | 12,756 | $651.1K | 0.04% | +12,756 | New |
| Old Point Trust & Financial Services N A | 12,699 | $648.2K | 0.23% | −150−1.2% | Reduced |
| RFG Advisory, LLC | 12,689 | $647.7K | 0.02% | +682+5.7% | Added |
| Spirit of America Management Corp | 12,650 | $645.7K | 0.13% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 12,627 | $644.5K | 0.04% | +3,536+38.9% | Added |
| International Private Wealth Advisors LLC | 12,568 | $641.5K | 0.94% | −878−6.5% | Reduced |
| Aprio Wealth Management, LLC | 12,522 | $639.1K | 0.10% | +1,761+16.4% | Added |
| SPC Financial, Inc. | 12,504 | $638.2K | 0.06% | +438+3.6% | Added |
| Cornerstone Advisory, LLC | 12,473 | $636.6K | 0.08% | −1,136−8.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 12,413 | $633.6K | 0.12% | +248+2.0% | Added |
| Diversified Trust Co | 12,391 | $632.4K | 0.02% | +263+2.2% | Added |
| Rogco, LP | 12,390 | $632.4K | 0.25% | −663−5.1% | Reduced |
| Quadrant Capital Group LLC | 12,387 | $632.3K | 0.04% | −137−1.1% | Reduced |
| Silver Oak Securities, Inc | 12,368 | $631.4K | 0.07% | +1,185+10.6% | Added |
| Aureus Asset Management, LLC | 12,356 | $630.6K | 0.04% | 00.0% | Unchanged |
| Wealth Effects LLC | 12,350 | $630.3K | 0.22% | +200+1.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,338 | $629.8K | 0.05% | +142+1.2% | Added |
| Spinnaker Trust | 12,333 | $629.5K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 12,575 | $627.7K | 0.04% | +1,588+14.5% | Added |
| Patten & Patten Inc | 12,297 | $627.6K | 0.04% | −250−2.0% | Reduced |
| Dakota Wealth Management | 12,278 | $627.0K | 0.01% | −36−0.3% | Reduced |
| Westwood Holdings Group Inc. | 12,276 | $626.6K | 0.00% | −1,419−10.4% | Reduced |
| HHM Wealth Advisors, LLC | 12,263 | $625.9K | 0.09% | −2,064−14.4% | Reduced |
| Balentine LLC | 12,259 | $625.7K | 0.02% | +554+4.7% | Added |
| Garden State Investment Advisory Services LLC | 12,241 | $625.2K | 0.20% | −775−6.0% | Reduced |
| Synergy Financial Management, LLC | 12,247 | $625.1K | 0.10% | −1,070−8.0% | Reduced |
| Empower Advisory Group, LLC | 12,234 | $624.4K | 0.00% | −19−0.2% | Reduced |
| Northstar Advisory Group, LLC | 12,233 | $624.3K | 0.32% | −360−2.9% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 12,231 | $624.3K | 0.42% | +240+2.0% | Added |
| Delta Asset Management LLC | 12,214 | $623.4K | 0.05% | −793−6.1% | Reduced |
| Ted Buchan & Co | 12,202 | $622.8K | 0.30% | +492+4.2% | Added |
| Gilbert & Cook, Inc. | 12,180 | $621.7K | 0.09% | +33+0.3% | Added |
| 180 Wealth Advisors, LLC | 12,146 | $619.9K | 0.10% | −180−1.5% | Reduced |
| Diligent Investors, LLC | 12,120 | $618.6K | 0.14% | −192−1.6% | Reduced |
| Resolute Partners Group | 11,772 | $612.9K | 0.13% | +250+2.2% | Added |
| MBA Advisors LLC | 11,990 | $612.0K | 0.29% | +1,005+9.1% | Added |
| Evercore Wealth Management, LLC | 11,954 | $610.1K | 0.01% | +94+0.8% | Added |
| Davidson Trust Co | 11,953 | $610.1K | 0.31% | −20−0.2% | Reduced |
| Capital City Trust Co | 11,951 | $610.0K | 0.15% | +18+0.2% | Added |
| Cassaday & Co Wealth Management LLC | 11,869 | $605.8K | 0.02% | −375−3.1% | Reduced |
| AlphaStar Capital Management, LLC | 11,848 | $604.7K | 0.05% | +3,979+50.6% | Added |
| Keystone Wealth Services, LLC | 11,835 | $604.1K | 0.17% | −112−0.9% | Reduced |
| Boothbay Fund Management, LLC | 11,791 | $601.8K | 0.02% | −3,743−24.1% | Reduced |
| Millennium Capital Advisors, LLC | 11,702 | $597.3K | 0.39% | +20.0% | Added |
| Provenance Wealth Advisors, LLC | 11,695 | $596.9K | 0.07% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 11,685 | $596.4K | 0.06% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 11,680 | $596.1K | 0.08% | −15,022−56.3% | Reduced |
| Red Door Wealth Management, LLC | 11,598 | $591.9K | 0.10% | +449+4.0% | Added |
| Thomasville National Bank | 11,568 | $590.4K | 0.04% | −3,515−23.3% | Reduced |
| Atomi Financial Group, Inc. | 11,566 | $590.3K | 0.04% | +2,851+32.7% | Added |
| United Bank | 11,558 | $589.9K | 0.07% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 11,544 | $589.2K | 0.30% | +5,649+95.8% | Added |
| Bangor Savings Bank | 11,535 | $588.7K | 0.06% | +1,443+14.3% | Added |
| Romano Brothers and Company | 11,528 | $588.4K | 0.07% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 11,515 | $587.8K | 0.02% | −606−5.0% | Reduced |
| JT Stratford LLC | 11,459 | $584.9K | 0.10% | +99+0.9% | Added |
| Golden State Equity Partners | 11,422 | $583.0K | 0.09% | +564+5.2% | Added |
| Gladstone Institutional Advisory LLC | 11,421 | $582.9K | 0.03% | +999+9.6% | Added |
| NorthStar Asset Management LLC | 11,399 | $581.8K | 0.39% | +58+0.5% | Added |
| Cross Staff Investments Inc | 11,391 | $581.4K | 0.45% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 11,367 | $580.3K | 0.13% | +171+1.5% | Added |
| PBMares Wealth Management LLC | 11,348 | $579.2K | 0.12% | +209+1.9% | Added |
| Armistice Capital, LLC | 11,310 | $577.3K | 0.02% | +3,259+40.5% | Added |
| Patton Albertson Miller Group, LLC | 11,293 | $576.4K | 0.08% | −300−2.6% | Reduced |
| Cape Investment Advisory, Inc. | 11,262 | $574.8K | 0.23% | +749+7.1% | Added |
| Catalyst Financial Partners LLC | 11,240 | $573.7K | 0.11% | −29−0.3% | Reduced |
| Patriot Investment Management Inc. | 11,238 | $573.6K | 0.04% | 00.0% | Unchanged |
| Mosley Wealth Management | 11,682 | $573.1K | 0.39% | +1,142+10.8% | Added |
| Carolinas Wealth Consulting LLC | 10,981 | $571.6K | 0.10% | −3,809−25.8% | Reduced |
| Intrua Financial, LLC | 11,132 | $568.2K | 0.09% | −20.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,137 | $568.0K | 0.26% | −608−5.2% | Reduced |
| Loudon Investment Management, LLC | 11,117 | $567.4K | 0.31% | −1,675−13.1% | Reduced |
| Lake Street Advisors Group, LLC | 10,875 | $566.2K | 0.03% | +311+2.9% | Added |
| Main Street Financial Solutions, LLC | 11,059 | $564.5K | 0.05% | −420−3.7% | Reduced |
| Sowa Financial Group, Inc. | 11,008 | $562.0K | 0.36% | +102+0.9% | Added |
| Parcion Private Wealth LLC | 11,000 | $561.4K | 0.05% | +985+9.8% | Added |
| Newbridge Financial Services Group, Inc. | 10,980 | $560.4K | 0.20% | +1,447+15.2% | Added |
| Bedel Financial Consulting, Inc. | 10,899 | $556.3K | 0.08% | +1,511+16.1% | Added |