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 |
|---|---|---|---|---|---|
| Brown Miller Wealth Management, LLC | 10,898 | $556.2K | 0.22% | −902−7.6% | Reduced |
| Patron Partners Advisors, LLC | 10,892 | $555.9K | 0.31% | −171−1.5% | Reduced |
| Mattern Wealth Management LLC | 10,876 | $555.1K | 0.12% | −400−3.5% | Reduced |
| Strategic Blueprint, LLC | 10,864 | $554.5K | 0.03% | −1,222−10.1% | Reduced |
| TFC Financial Management | 10,848 | $553.7K | 0.09% | 00.0% | Unchanged |
| Wealth Architects, LLC | 10,831 | $552.8K | 0.06% | +76+0.7% | Added |
| Grimes & Company, Inc. | 10,817 | $552.1K | 0.01% | +164+1.5% | Added |
| Perritt Capital Management Inc | 10,784 | $550.4K | 0.28% | +147+1.4% | Added |
| Brighton Jones LLC | 10,748 | $548.6K | 0.02% | −8,106−43.0% | Reduced |
| L.M. Kohn & Company | 10,742 | $548.3K | 0.14% | −479−4.3% | Reduced |
| City State Bank | 10,737 | $548.0K | 0.20% | −445−4.0% | Reduced |
| St. Louis Trust Co | 10,700 | $546.1K | 0.08% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 10,653 | $544.0K | 0.37% | +294+2.8% | Added |
| Siemens Fonds Invest GmbH | 10,656 | $543.9K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 10,654 | $543.8K | 0.09% | −2,000−15.8% | Reduced |
| GeoWealth Management, LLC | 10,652 | $543.7K | 0.02% | +136+1.3% | Added |
| Meitav Dash Investments Ltd | 10,158 | $540.3K | 0.01% | −2,934−22.4% | Reduced |
| Essex Savings Bank | 10,566 | $539.3K | 0.13% | −1,200−10.2% | Reduced |
| Fishman Jay A Ltd | 10,555 | $538.7K | 0.05% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 10,553 | $538.6K | 0.35% | −200−1.9% | Reduced |
| FinTrust Capital Advisors, LLC | 10,549 | $538.4K | 0.09% | +2,978+39.3% | Added |
| Tufton Capital Management | 10,520 | $536.9K | 0.10% | −1,130−9.7% | Reduced |
| Meritage Portfolio Management | 10,473 | $535.0K | 0.03% | +60+0.6% | Added |
| Johnson & White Wealth Management, LLC | 10,438 | $533.0K | 0.46% | +1,001+10.6% | Added |
| Procyon Private Wealth Partners, LLC | 10,432 | $532.4K | 0.04% | −433−4.0% | Reduced |
| Oakworth Capital, Inc. | 10,429 | $532.3K | 0.04% | +1,329+14.6% | Added |
| Aveo Capital Partners, LLC | 10,427 | $532.2K | 0.06% | −377−3.5% | Reduced |
| Unique Wealth Strategies, LLC | 10,398 | $530.7K | 0.23% | +8,562+466.3% | Added |
| Rodgers Brothers Inc. | 10,381 | $529.8K | 0.07% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 10,187 | $529.5K | 0.14% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 10,369 | $529.2K | 0.28% | −441−4.1% | Reduced |
| Jarislowsky, Fraser Ltd | 10,300 | $525.7K | 0.00% | −36,000−77.8% | Reduced |
| Cheviot Value Management, LLC | 10,295 | $525.4K | 0.10% | −65−0.6% | Reduced |
| Teamwork Financial Advisors, LLC | 10,262 | $523.8K | 0.07% | +588+6.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $522.3K | 0.00% | −250−2.3% | Reduced |
| MidWestOne Financial Group, Inc. | 10,219 | $521.6K | 0.07% | −75−0.7% | Reduced |
| Cladis Investment Advisory, LLC | 10,214 | $521.3K | 0.36% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 10,189 | $520.1K | 0.04% | −18−0.2% | Reduced |
| Krane Funds Advisors LLC | 10,164 | $518.8K | 0.02% | +2,812+38.2% | Added |
| Vectors Research Management, LLC | 10,100 | $518.0K | 0.16% | −240−2.3% | Reduced |
| Schnieders Capital Management LLC | 10,144 | $517.8K | 0.10% | +82+0.8% | Added |
| Advisor OS, LLC | 10,136 | $517.3K | 0.05% | +793+8.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 10,122 | $516.6K | 0.13% | +1,259+14.2% | Added |
| Quadcap Wealth Management, LLC | 10,109 | $516.0K | 0.08% | −491−4.6% | Reduced |
| TFB Advisors LLC | 10,054 | $513.2K | 0.15% | +269+2.7% | Added |
| Orca Investment Management, LLC | 10,020 | $511.4K | 0.46% | +436+4.5% | Added |
| MSH Capital Advisors LLC | 9,989 | $509.8K | 0.16% | +12+0.1% | Added |
| Moser Wealth Advisors, LLC | 9,983 | $509.5K | 0.26% | −3,350−25.1% | Reduced |
| Sym Financial Corp | 9,982 | $509.5K | 0.07% | +1,576+18.7% | Added |
| CVA Family Office, LLC | 9,937 | $507.2K | 0.08% | +683+7.4% | Added |
| Peak Financial Advisors LLC | 9,920 | $506.3K | 0.26% | −555−5.3% | Reduced |
| CFO4Life Group, LLC | 9,886 | $504.6K | 0.09% | +243+2.5% | Added |
| C2C Wealth Management, LLC | 9,252 | $503.9K | 0.47% | 00.0% | Unchanged |
| Shelton Capital Management | 9,819 | $501.2K | 0.01% | −647−6.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,800 | $500.2K | 0.30% | −110−1.1% | Reduced |
| Cobblestone Asset Management LLC | 9,791 | $499.7K | 0.30% | 00.0% | Unchanged |
| Foster Group, Inc. | 9,789 | $499.6K | 0.02% | −527−5.1% | Reduced |
| Lafayette Investments, Inc. | 9,788 | $499.6K | 0.11% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9,773 | $498.8K | 0.07% | −128−1.3% | Reduced |
| Secure Asset Management, LLC | 9,720 | $496.1K | 0.08% | +1,461+17.7% | Added |
| Conning Inc. | 9,712 | $495.7K | 0.02% | −82−0.8% | Reduced |
| Burns Matteson Capital Management, LLC | 9,681 | $494.1K | 0.28% | −345−3.4% | Reduced |
| Legacy Advisors, LLC | 9,675 | $493.8K | 0.05% | −1,280−11.7% | Reduced |
| Howard Bailey Securities, LLC | 9,663 | $493.2K | 0.19% | +9,663 | New |
| Tocqueville Asset Management L.P. | 9,643 | $492.2K | 0.01% | +437+4.7% | Added |
| WMS Partners, LLC | 9,639 | $492.0K | 0.03% | −870−8.3% | Reduced |
| Heritage Wealth Management, Inc. | 9,628 | $491.4K | 0.16% | +18+0.2% | Added |
| Avestar Capital, LLC | 9,623 | $491.2K | 0.05% | +698+7.8% | Added |
| Northcape Wealth Management, LLC | 9,608 | $490.4K | 0.16% | +2,187+29.5% | Added |
| Jackson Hole Capital Partners, LLC | 9,583 | $489.1K | 0.10% | +25+0.3% | Added |
| Guardian Capital Advisors LP | 9,600 | $488.9K | 0.05% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 9,537 | $486.8K | 0.21% | +116+1.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,507 | $485.2K | 0.07% | −710−6.9% | Reduced |
| Callan Capital, LLC | 9,506 | $485.2K | 0.03% | +851+9.8% | Added |
| White Lighthouse Investment Management Inc. | 9,468 | $483.2K | 0.09% | +9,468 | New |
| Fortis Group Advisors, LLC | 9,456 | $482.6K | 0.09% | +2,468+35.3% | Added |
| Court Place Advisors, LLC | 9,420 | $480.8K | 0.14% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 9,385 | $479.0K | 0.11% | +46+0.5% | Added |
| Staley Capital Advisers Inc | 9,318 | $475.6K | 0.02% | +275+3.0% | Added |
| American Alpha Advisors, LLC | 9,282 | $473.8K | 0.44% | +9,282 | New |
| EverSource Wealth Advisors, LLC | 9,277 | $473.5K | 0.03% | +464+5.3% | Added |
| Howe & Rusling Inc | 9,272 | $473.2K | 0.04% | −675−6.8% | Reduced |
| Wealth Alliance | 9,268 | $473.0K | 0.06% | +203+2.2% | Added |
| Home Federal Bank of Tennessee | 9,265 | $472.9K | 0.14% | 00.0% | Unchanged |
| Montecito Bank & Trust | 9,264 | $472.8K | 0.08% | −477−4.9% | Reduced |
| KCM Investment Advisors LLC | 9,245 | $471.9K | 0.02% | −704−7.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 9,234 | $471.3K | 0.12% | −56−0.6% | Reduced |
| Symphony Financial Services, Inc. | 9,816 | $470.4K | 0.40% | +400+4.2% | Added |
| Washington Trust Co | 9,206 | $469.9K | 0.02% | −12−0.1% | Reduced |
| Centennial Bank | 9,206 | $469.9K | 0.22% | −69−0.7% | Reduced |
| Hardin Capital Partners, LLC | 9,457 | $468.6K | 0.27% | −136−1.4% | Reduced |
| One Wealth Advisors, LLC | 8,989 | $468.0K | 0.07% | −56−0.6% | Reduced |
| Angeles Wealth Management, LLC | 9,161 | $467.6K | 0.04% | +1,186+14.9% | Added |
| Skyline Advisors, Inc. | 9,141 | $466.6K | 0.19% | +86+0.9% | Added |
| Gries Financial LLC | 9,129 | $465.9K | 0.09% | +194+2.2% | Added |
| Sterling Investment Counsel, LLC | 9,121 | $465.5K | 0.17% | +40+0.4% | Added |
| Bristlecone Advisors, LLC | 9,117 | $465.3K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 9,114 | $465.2K | 0.04% | −20.0% | Reduced |
| Hendershot Investments Inc. | 9,113 | $465.1K | 0.06% | −473−4.9% | Reduced |
| Lindbrook Capital, LLC | 9,094 | $464.2K | 0.04% | −2,006−18.1% | Reduced |