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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 7,473 | $381.4K | 0.00% | −129,453−94.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 7,465 | $381.1K | 0.11% | +515+7.4% | Added |
| Callahan Advisors, LLC | 7,457 | $380.6K | 0.04% | +9+0.1% | Added |
| Cohen Investment Advisors LLC | 7,457 | $380.6K | 0.23% | −1,510−16.8% | Reduced |
| Bank Ozk | 7,449 | $380.2K | 0.16% | −316−4.1% | Reduced |
| Cypress Wealth Services, LLC | 7,439 | $379.7K | 0.08% | −128−1.7% | Reduced |
| Canandaigua National Bank & Trust Co | 7,435 | $379.5K | 0.04% | −978−11.6% | Reduced |
| Premier Path Wealth Partners, LLC | 7,399 | $377.6K | 0.06% | +73+1.0% | Added |
| Mather Group, LLC. | 7,389 | $377.1K | 0.00% | −2,622−26.2% | Reduced |
| Yarger Wealth Strategies, LLC | 7,380 | $376.7K | 0.21% | +201+2.8% | Added |
| Fidelity D & D Bancorp Inc | 7,366 | $376.0K | 0.25% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 7,332 | $374.2K | 0.22% | −15−0.2% | Reduced |
| Davis R M Inc | 7,331 | $374.2K | 0.01% | −1,444−16.5% | Reduced |
| TCFG Wealth Management, LLC | 7,330 | $374.1K | 0.19% | +7,330 | New |
| Raleigh Capital Management Inc. | 7,316 | $373.4K | 0.14% | +113+1.6% | Added |
| Orion Investment Co | 7,301 | $372.6K | 0.15% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 7,273 | $371.2K | 0.29% | −1,074−12.9% | Reduced |
| Howland Capital Management LLC | 7,109 | $370.1K | 0.02% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 7,240 | $369.5K | 0.17% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,200 | $367.5K | 0.03% | −22,831−76.0% | Reduced |
| First Financial Bank - Trust Division | 7,176 | $366.3K | 0.03% | +387+5.7% | Added |
| Taylor Financial Group, Inc. | 7,174 | $366.2K | 0.25% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,158 | $365.3K | 0.01% | +1,108+18.3% | Added |
| Register Financial Advisors LLC | 7,152 | $365.0K | 0.19% | −278−3.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,151 | $365.0K | 0.00% | +7,151 | New |
| D. Scott Neal, Inc. | 7,000 | $364.4K | 0.19% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 7,116 | $363.2K | 0.04% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 7,110 | $362.9K | 0.19% | 00.0% | Unchanged |
| GFS Advisors, LLC | 7,092 | $362.0K | 0.08% | +6,747+1,955.7% | Added |
| Ariadne Wealth Management, LP | 6,754 | $361.6K | 0.20% | +6,754 | New |
| Winning Points Advisors, LLC | 8,569 | $361.1K | 0.68% | +8,569 | New |
| Delta Investment Management, LLC | 7,065 | $360.6K | 0.07% | +10.0% | Added |
| Summit Wealth Partners, LLC | 7,063 | $360.5K | 0.07% | +26+0.4% | Added |
| Pinnacle Bancorp, Inc. | 7,059 | $360.3K | 0.10% | +1,910+37.1% | Added |
| Community Trust & Investment Co | 7,055 | $360.1K | 0.02% | −75−1.1% | Reduced |
| Indie Asset Partners, LLC | 7,053 | $360.0K | 0.27% | −2,063−22.6% | Reduced |
| Sage Private Wealth Group, LLC | 7,034 | $359.0K | 0.28% | −103−1.4% | Reduced |
| Gentry Private Wealth, LLC | 6,987 | $356.6K | 0.29% | −256−3.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 7,136 | $355.6K | 0.12% | +740+11.6% | Added |
| Plancorp, LLC | 6,956 | $355.0K | 0.01% | +117+1.7% | Added |
| Woodard & Co Asset Management Group Inc | 6,925 | $353.5K | 0.08% | 00.0% | Unchanged |
| CAP Partners, LLC | 6,925 | $353.4K | 0.26% | +123+1.8% | Added |
| WealthPlan Investment Management, LLC | 6,922 | $353.3K | 0.04% | +261+3.9% | Added |
| Affinity Capital Advisors, LLC | 6,912 | $352.8K | 0.07% | 00.0% | Unchanged |
| Pacitti Group Inc. | 6,808 | $349.9K | 0.17% | +302+4.6% | Added |
| Beaumont Financial Advisors, LLC | 6,854 | $349.8K | 0.03% | +6,854 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 6,818 | $348.0K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 6,656 | $346.5K | 0.03% | +543+8.9% | Added |
| Renaissance Group LLC | 6,787 | $346.4K | 0.01% | −338−4.7% | Reduced |
| Prairiewood Capital, LLC | 6,771 | $345.6K | 0.15% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6,750 | $344.5K | 0.02% | +2,347+53.3% | Added |
| Investment Advisory Group, LLC | 6,748 | $344.4K | 0.12% | −103−1.5% | Reduced |
| Harbour Trust & Investment Management Co | 6,747 | $344.4K | 0.04% | −800−10.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,739 | $343.9K | 0.07% | +410+6.5% | Added |
| EPG Wealth Management LLC | 6,733 | $343.6K | 0.09% | +6,733 | Added |
| Mayfair Advisory Group, LLC | 6,839 | $342.6K | 0.22% | −50−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 6,347 | $342.3K | 0.07% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,702 | $342.0K | 0.25% | −62,745−90.3% | Reduced |
| Shum Financial Group, Inc. | 6,281 | $340.4K | 0.28% | +6,281 | New |
| Washington Trust Advisors, Inc. | 6,668 | $340.3K | 0.03% | −550−7.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,668 | $340.3K | 0.01% | −72−1.1% | Reduced |
| MBB Public Markets I LLC | 6,660 | $339.9K | 0.03% | −115,510−94.5% | Reduced |
| Trustmark National Bank Trust Department | 6,631 | $338.4K | 0.03% | +816+14.0% | Added |
| GYL Financial Synergies, LLC | 6,623 | $338.0K | 0.03% | −499−7.0% | Reduced |
| Fiduciary Financial Group, LLC | 6,804 | $337.1K | 0.08% | +465+7.3% | Added |
| Peregrine Asset Advisers, Inc. | 6,595 | $336.6K | 0.12% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 6,587 | $336.2K | 0.06% | −429−6.1% | Reduced |
| Interchange Capital Partners, LLC | 6,553 | $334.7K | 0.12% | −32−0.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,527 | $333.0K | 0.13% | +321+5.2% | Added |
| Bouchey Financial Group Ltd | 6,480 | $332.4K | 0.03% | +199+3.2% | Added |
| Woodmont Investment Counsel LLC | 6,512 | $332.4K | 0.03% | +1,876+40.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $331.8K | 0.10% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,497 | $331.6K | 0.15% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 6,481 | $330.8K | 0.08% | −1,020−13.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,462 | $330.0K | 0.00% | +6,462 | New |
| Wendell David Associates Inc | 6,450 | $329.0K | 0.03% | 00.0% | Unchanged |
| PFG Advisors | 6,438 | $328.6K | 0.02% | +23+0.4% | Added |
| IMS Capital Management | 6,433 | $328.3K | 0.15% | +6,433 | New |
| American National Bank | 6,431 | $328.2K | 0.04% | −373−5.5% | Reduced |
| RFP Financial Group LLC | 6,426 | $328.0K | 0.11% | +320+5.2% | Added |
| Fortitude Family Office, LLC | 6,418 | $327.6K | 0.13% | +1,738+37.1% | Added |
| King Wealth | 6,406 | $327.0K | 0.05% | −982−13.3% | Reduced |
| Avaii Wealth Management, LLC | 6,360 | $324.6K | 0.16% | −3,393−34.8% | Reduced |
| Blue Chip Partners, Inc. | 6,354 | $324.3K | 0.03% | −587−8.5% | Reduced |
| MV Capital Management, Inc. | 6,349 | $324.1K | 0.03% | −306−4.6% | Reduced |
| Wambolt & Associates, LLC | 6,363 | $324.1K | 0.09% | +339+5.6% | Added |
| Zullo Investment Group, Inc. | 6,323 | $322.8K | 0.13% | −136−2.1% | Reduced |
| Fundamentun, LLC | 6,310 | $322.1K | 0.02% | +57+0.9% | Added |
| Quintet Private Bank (Europe) S.A. | 6,302 | $321.7K | 0.02% | +778+14.1% | Added |
| West Bancorporation Inc | 6,279 | $320.5K | 0.21% | 00.0% | Unchanged |
| Carson Advisory Inc. | 6,265 | $319.8K | 0.20% | −11−0.2% | Reduced |
| Firethorn Wealth Partners, LLC | 6,251 | $319.0K | 0.16% | +64+1.0% | Added |
| Howard Financial Services, Ltd. | 6,232 | $318.1K | 0.05% | +396+6.8% | Added |
| Tompkins Financial Corp | 6,201 | $316.5K | 0.03% | −571−8.4% | Reduced |
| Berger Financial Group, Inc | 6,201 | $316.5K | 0.02% | +119+2.0% | Added |
| Concord Wealth Partners | 6,177 | $315.3K | 0.05% | +1,413+29.7% | Added |
| Consolidated Portfolio Review Corp | 6,139 | $313.3K | 0.07% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 6,133 | $313.0K | 0.12% | 00.0% | Unchanged |
| Pure Portfolios Holdings LLC | 6,121 | $312.4K | 0.12% | +6,121 | New |
| Keeley-Teton Advisors, LLC | 6,120 | $312.4K | 0.03% | 00.0% | Unchanged |