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 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 8,921 | $464.2K | 0.04% | −1,552−14.8% | Reduced |
| Claro Advisors LLC | 9,055 | $462.2K | 0.06% | +1,979+28.0% | Added |
| NJ State Employees Deferred Compensation Plan | 9,000 | $459.4K | 0.05% | 00.0% | Unchanged |
| Enzi Wealth | 9,210 | $459.2K | 0.18% | +169+1.9% | Added |
| Titleist Asset Management, LLC | 8,994 | $459.1K | 0.07% | −280−3.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $457.8K | 0.10% | 00.0% | Unchanged |
| Accredited Investors Inc. | 8,964 | $457.5K | 0.03% | +30.0% | Added |
| Clark Financial Services Group Inc | 8,931 | $455.8K | 0.41% | +11+0.1% | Added |
| Greatmark Investment Partners, Inc. | 8,924 | $455.5K | 0.06% | 00.0% | Unchanged |
| Tradewinds, LLC. | 8,902 | $454.4K | 0.14% | +298+3.5% | Added |
| Powers Advisory Group, LLC | 8,888 | $453.7K | 0.23% | −102−1.1% | Reduced |
| CBOE Vest Financial, LLC | 8,881 | $453.3K | 0.01% | +8,881 | New |
| Wellington Shields & Co., LLC | 8,823 | $450.3K | 0.14% | +16+0.2% | Added |
| Catalina Capital Group, LLC | 8,814 | $449.9K | 0.15% | +1,256+16.6% | Added |
| AdvisorShares Investments LLC | 8,800 | $449.2K | 0.09% | −1,675−16.0% | Reduced |
| Evoke Wealth, LLC | 8,632 | $449.0K | 0.01% | +8,632 | New |
| PDS Planning, Inc | 8,769 | $447.6K | 0.04% | +115+1.3% | Added |
| Keystone Financial Group | 8,768 | $447.5K | 0.06% | +407+4.9% | Added |
| Farmers Trust Co | 8,730 | $445.6K | 0.08% | +296+3.5% | Added |
| Dorsey & Whitney Trust CO LLC | 8,725 | $445.3K | 0.02% | +1,341+18.2% | Added |
| Montag A & Associates Inc | 8,551 | $445.2K | 0.02% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 8,721 | $445.0K | 0.33% | +433+5.2% | Added |
| Capital Asset Advisory Services LLC | 8,978 | $444.9K | 0.02% | −1,943−17.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,714 | $444.8K | 0.15% | −8,442−49.2% | Reduced |
| V2 Financial group LLC | 8,678 | $442.9K | 0.29% | −300−3.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,670 | $442.5K | 0.04% | −43−0.5% | Reduced |
| Prelude Capital Management, LLC | 8,650 | $441.5K | 0.03% | +8,650 | New |
| Burney Co | 8,619 | $439.9K | 0.02% | +112+1.3% | Added |
| TCI Wealth Advisors, Inc. | 8,600 | $438.9K | 0.04% | −368−4.1% | Reduced |
| Twin City Private Wealth, LLC | 8,366 | $435.7K | 0.38% | −166−1.9% | Reduced |
| IFG Advisors, LLC | 8,525 | $435.1K | 0.09% | 00.0% | Unchanged |
| Gerber, LLC | 8,507 | $434.2K | 0.32% | +20.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 8,502 | $433.9K | 0.31% | +8,502 | New |
| BCJ Capital Management, LLC | 8,476 | $432.6K | 0.03% | −576−6.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,559 | $432.4K | 0.06% | +3,900+83.7% | Added |
| SFMG, LLC | 8,456 | $431.6K | 0.03% | +10.0% | Added |
| Security National Bank of Sioux City Iowa | 8,450 | $431.3K | 0.26% | +8,450 | New |
| Cobblestone Capital Advisors LLC | 8,425 | $430.0K | 0.02% | +277+3.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,409 | $429.2K | 0.06% | −69−0.8% | Reduced |
| Equitable Trust Co | 8,379 | $427.7K | 0.03% | +1,000+13.6% | Added |
| SP Asset Management LLC | 8,376 | $427.5K | 0.04% | +165+2.0% | Added |
| Investors Research Corp | 8,369 | $427.2K | 0.09% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 8,363 | $426.8K | 0.16% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 8,359 | $426.6K | 0.08% | −414−4.7% | Reduced |
| LRI Investments, LLC | 7,698 | $426.4K | 0.04% | −884−10.3% | Reduced |
| Stephens Consulting, LLC | 8,340 | $425.7K | 0.11% | −162−1.9% | Reduced |
| United Capital Management of KS, Inc. | 8,337 | $425.5K | 0.09% | +8,337 | New |
| Simon Quick Advisors, LLC | 8,285 | $422.8K | 0.03% | +1,697+25.8% | Added |
| Providence Wealth Advisors, LLC | 8,482 | $421.3K | 0.31% | +8,482 | New |
| Azimuth Capital Investment Management LLC | 8,250 | $421.1K | 0.02% | +325+4.1% | Added |
| Charles Schwab Trust Co | 8,249 | $421.0K | 0.04% | +1,593+23.9% | Added |
| Voya Financial Advisors, Inc. | 8,237 | $420.5K | 0.05% | +77+0.9% | Added |
| Financial Perspectives, Inc | 8,231 | $420.1K | 0.15% | +20.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,201 | $418.4K | 0.00% | −30,742−78.9% | Reduced |
| Holderness Investments Co | 8,186 | $417.8K | 0.09% | +24+0.3% | Added |
| Sovereign Financial Group, Inc. | 8,184 | $417.7K | 0.10% | +42+0.5% | Added |
| Verition Fund Management LLC | 8,173 | $417.1K | 0.00% | −72,088−89.8% | Reduced |
| Edge Capital Group, LLC | 8,104 | $413.6K | 0.02% | −1,518−15.8% | Reduced |
| Strait & Sound Wealth Management LLC | 8,095 | $413.2K | 0.20% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 8,071 | $411.9K | 0.10% | −90−1.1% | Reduced |
| DDFG, Inc | 8,050 | $410.9K | 0.12% | −79−1.0% | Reduced |
| First Western Trust Bank | 7,998 | $408.2K | 0.02% | +342+4.5% | Added |
| 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 |
| Sentry LLC | 7,987 | $407.7K | 0.08% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 7,985 | $407.5K | 0.14% | −2,106−20.9% | Reduced |
| Manchester Capital Management LLC | 7,969 | $406.7K | 0.05% | −20.0% | Reduced |
| Councilmark Asset Management, LLC | 7,966 | $406.6K | 0.27% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 7,959 | $406.2K | 0.05% | +568+7.7% | Added |
| Alera Investment Advisors, LLC | 7,944 | $405.5K | 0.05% | −534−6.3% | Reduced |
| Strategic Advisors LLC | 7,926 | $404.5K | 0.08% | −1,979−20.0% | Reduced |
| Pflug Koory, LLC | 7,876 | $402.0K | 0.20% | +7,876 | New |
| Eisler Capital (US) LLC | 7,855 | $400.9K | 0.07% | −2,946−27.3% | Reduced |
| Harvey Investment Co LLC | 7,833 | $400.0K | 0.05% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 7,834 | $399.8K | 0.10% | −50−0.6% | Reduced |
| Stablepoint Partners, LLC | 7,822 | $399.2K | 0.07% | +20+0.3% | Added |
| Catalyst Funds Management Pty Ltd | 7,800 | $398.1K | 0.09% | −17,400−69.0% | Reduced |
| Ocean Capital Management, LLC | 7,784 | $397.3K | 0.09% | +7,784 | New |
| Droms Strauss Advisors Inc | 7,764 | $396.3K | 0.14% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 7,727 | $394.4K | 0.11% | −548−6.6% | Reduced |
| Successful Portfolios LLC | 7,725 | $394.3K | 0.27% | −1,478−16.1% | Reduced |
| Holland Advisory Services, Inc. | 7,710 | $393.5K | 0.51% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 7,702 | $393.1K | 0.09% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 7,679 | $391.9K | 0.03% | +23+0.3% | Added |
| Optimum Investment Advisors | 7,676 | $391.8K | 0.17% | 00.0% | Unchanged |
| Range Financial Group LLC | 7,670 | $391.5K | 0.54% | −29,433−79.3% | Reduced |
| Schmidt P J Investment Management Inc | 7,661 | $391.0K | 0.07% | +30.0% | Added |
| Smith Anglin Financial, LLC | 7,643 | $390.1K | 0.04% | +363+5.0% | Added |
| ETF Store, Inc. | 7,642 | $390.0K | 0.40% | +331+4.5% | Added |
| Platform Technology Partners | 7,641 | $390.0K | 0.12% | −500−6.1% | Reduced |
| WealthTrust Axiom LLC | 7,634 | $389.6K | 0.12% | +2,655+53.3% | Added |
| Coastal Investment Advisors, Inc. | 7,787 | $388.2K | 0.18% | −8,026−50.8% | Reduced |
| Grandfield & Dodd, LLC | 7,603 | $388.1K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 7,562 | $386.0K | 0.00% | +36+0.5% | Added |
| WBH Advisory Inc | 7,552 | $385.5K | 0.04% | −786−9.4% | Reduced |
| ERn Financial, LLC | 7,543 | $385.0K | 0.06% | +62+0.8% | Added |
| Journey Strategic Wealth LLC | 7,542 | $384.9K | 0.01% | −2,762−26.8% | Reduced |
| Choate Investment Advisors | 7,520 | $383.8K | 0.01% | +273+3.8% | Added |
| Lifeworks Advisors, LLC | 7,502 | $382.9K | 0.08% | +927+14.1% | Added |
| Mindset Wealth Management, LLC | 7,491 | $382.3K | 0.16% | +7,491 | New |