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 |
|---|---|---|---|---|---|
| Accuvest Global Advisors | 6,116 | $312.2K | 0.27% | +6,116 | New |
| TSFG, LLC | 6,120 | $312.0K | 0.07% | −10.0% | Reduced |
| Calton & Associates, Inc. | 6,105 | $311.6K | 0.12% | +439+7.7% | Added |
| Fragasso Group Inc. | 6,103 | $311.5K | 0.02% | +1,144+23.1% | Added |
| West Family Investments, Inc. | 6,103 | $311.5K | 0.11% | +715+13.3% | Added |
| First American Trust, FSB | 6,098 | $311.2K | 0.03% | −71−1.2% | Reduced |
| Defender Capital, LLC. | 6,086 | $310.6K | 0.10% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 5,966 | $310.6K | 0.01% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 6,085 | $310.6K | 0.06% | −296−4.6% | Reduced |
| Seven Mile Advisory | 6,081 | $310.4K | 0.21% | +75+1.2% | Added |
| 1st Source Bank | 6,074 | $310.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 6,069 | $309.8K | 0.15% | −427−6.6% | Reduced |
| Virtue Capital Management, LLC | 6,026 | $307.6K | 0.06% | −4,271−41.5% | Reduced |
| Well Done, LLC | 6,020 | $307.3K | 0.06% | −1,883−23.8% | Reduced |
| Mezzasalma Advisors, LLC | 6,004 | $306.4K | 0.12% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 6,000 | $306.2K | 0.11% | −172−2.8% | Reduced |
| Monticello Wealth Management, LLC | 5,980 | $305.2K | 0.03% | +14+0.2% | Added |
| Alpine Bank Wealth Management | 5,980 | $305.2K | 0.05% | +5,980 | New |
| Wells Trecaso Financial Group, LLC | 5,973 | $304.9K | 0.10% | −814−12.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,970 | $304.7K | 0.12% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,949 | $303.6K | 0.01% | +934+18.6% | Added |
| Sage Mountain Advisors LLC | 5,946 | $303.5K | 0.03% | +442+8.0% | Added |
| Gladius Capital Management LP | 5,919 | $302.1K | 0.18% | +283+5.0% | Added |
| Tandem Investment Advisors, Inc. | 5,924 | $302.0K | 0.01% | +3+0.1% | Added |
| Lester Murray Antman dba SimplyRich | 5,925 | $302.0K | 0.08% | +5,925 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5,916 | $302.0K | 0.11% | −406−6.4% | Reduced |
| Southland Equity Partners LLC | 5,900 | $301.2K | 0.07% | +5,900 | New |
| Center for Financial Planning, Inc. | 5,899 | $301.1K | 0.04% | 00.0% | Unchanged |
| Emprise Bank | 5,895 | $300.9K | 0.17% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 5,884 | $300.4K | 0.07% | +47+0.8% | Added |
| American Institute for Advanced Investment Management, LLP | 5,860 | $299.1K | 0.21% | +200+3.5% | Added |
| Ridgecrest Wealth Partners, LLC | 5,851 | $298.6K | 0.16% | +200+3.5% | Added |
| TrueMark Investments, LLC | 5,835 | $297.8K | 0.10% | −5,086−46.6% | Reduced |
| Opal Wealth Advisors, LLC | 5,811 | $296.6K | 0.09% | +108+1.9% | Added |
| Cowa, LLC | 5,797 | $295.9K | 0.14% | 00.0% | Unchanged |
| Smith, Salley & Associates | 5,789 | $295.5K | 0.02% | +298+5.4% | Added |
| Aberdeen Wealth Management LLC | 5,785 | $295.3K | 0.19% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 5,779 | $295.0K | 0.13% | −5−0.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 5,768 | $294.4K | 0.01% | −302−5.0% | Reduced |
| SRS Capital Advisors, Inc. | 5,766 | $294.3K | 0.03% | +86+1.5% | Added |
| RS Crum Inc. | 5,763 | $294.1K | 0.07% | −275−4.6% | Reduced |
| Maven Securities LTD | 5,762 | $294.1K | 0.03% | +5,762 | New |
| Manchester Financial Inc | 5,750 | $293.5K | 0.06% | 00.0% | Unchanged |
| Connable Office Inc | 5,746 | $293.3K | 0.03% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 5,874 | $293.2K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5,750 | $293.0K | 0.10% | −1,000−14.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,735 | $292.7K | 0.03% | +550+10.6% | Added |
| Lane & Associates LLC | 5,727 | $292.3K | 0.16% | −487−7.8% | Reduced |
| Koss-Olinger Consulting, LLC | 5,723 | $292.0K | 0.03% | +5,723 | New |
| Byrne Asset Management LLC | 5,715 | $291.7K | 0.20% | −335−5.5% | Reduced |
| Perennial Investment Advisors, LLC | 5,715 | $291.7K | 0.04% | +65+1.2% | Added |
| Linscomb & Williams, Inc. | 5,712 | $291.5K | 0.01% | −868−13.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,592 | $291.1K | 0.01% | −328−5.5% | Reduced |
| Ervin Investment Management, LLC | 5,700 | $290.9K | 0.19% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,681 | $290.0K | 0.03% | +5,681 | New |
| ORG Wealth Partners, LLC | 5,678 | $289.8K | 0.10% | +5,678 | New |
| Trustco Bank Corp N Y | 5,672 | $289.5K | 0.29% | −10.0% | Reduced |
| Sittner & Nelson, LLC | 5,665 | $289.2K | 0.13% | +4,000+240.2% | Added |
| Kornitzer Capital Management Inc | 5,661 | $288.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,661 | $288.9K | 0.06% | 00.0% | Unchanged |
| Vicus Capital | 5,646 | $288.2K | 0.03% | −648−10.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,626 | $287.2K | 0.02% | 00.0% | Unchanged |
| Fort, L.P. | 5,624 | $287.0K | 0.72% | −266−4.5% | Reduced |
| Forthright Family Wealth Advisory LLC | 5,000 | $286.6K | 0.18% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 5,613 | $286.5K | 0.14% | −463−7.6% | Reduced |
| Bienville Capital Management, LLC | 5,500 | $286.3K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,597 | $286.0K | 0.01% | −1,082−16.2% | Reduced |
| Act Wealth Management, LLC | 5,599 | $285.8K | 0.13% | +240+4.5% | Added |
| First County Bank | 5,576 | $284.6K | 0.14% | −336−5.7% | Reduced |
| Clearwater Capital Advisors, LLC | 5,572 | $284.4K | 0.03% | +5,572 | New |
| Compton Financial Group, LLC | 5,554 | $283.4K | 0.09% | −546−9.0% | Reduced |
| AlphaCore Capital LLC | 5,437 | $282.9K | 0.06% | +5,437 | New |
| Smallwood Wealth Investment Management, LLC | 5,526 | $282.0K | 0.20% | −1,496−21.3% | Reduced |
| Driehaus Capital Management LLC | 5,500 | $280.7K | 0.00% | +5,500 | New |
| May Barnhard Investments LLC | 5,497 | $280.6K | 0.14% | +13+0.2% | Added |
| Arrow Financial Corp | 5,495 | $280.5K | 0.03% | −55−1.0% | Reduced |
| Virtus Investment Advisers, Inc. | 5,450 | $278.2K | 0.22% | 00.0% | Unchanged |
| West Coast Financial LLC | 5,450 | $278.2K | 0.03% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 5,440 | $277.7K | 0.11% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5,439 | $277.6K | 0.17% | −10.0% | Reduced |
| Trust Point Inc. | 5,438 | $277.6K | 0.02% | +18+0.3% | Added |
| Great Waters Wealth Management | 5,437 | $277.5K | 0.04% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 5,432 | $277.2K | 0.09% | −273,748−98.1% | Reduced |
| Harbor Investment Advisory, LLC | 5,428 | $277.0K | 0.03% | −11−0.2% | Reduced |
| Charter Trust Co | 5,410 | $276.1K | 0.02% | −40−0.7% | Reduced |
| TrueWealth Advisors, LLC | 5,410 | $276.1K | 0.09% | +19+0.4% | Added |
| Birch Hill Investment Advisors LLC | 5,400 | $275.6K | 0.01% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 5,391 | $275.2K | 0.04% | +435+8.8% | Added |
| Prostatis Group LLC | 5,390 | $275.1K | 0.09% | −725−11.9% | Reduced |
| Gratus Wealth Advisors, LLC | 5,510 | $275.1K | 0.04% | 00.0% | Unchanged |
| Next Capital Management LLC | 5,349 | $273.8K | 0.11% | −351−6.2% | Reduced |
| CRA Financial Services, LLC | 5,354 | $273.3K | 0.05% | −177−3.2% | Reduced |
| Fort Point Capital Partners LLC | 5,351 | $273.1K | 0.03% | −50−0.9% | Reduced |
| LJI Wealth Management, LLC | 5,336 | $272.3K | 0.06% | −1,100−17.1% | Reduced |
| ZWJ Investment Counsel Inc | 5,336 | $272.3K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 5,335 | $272.0K | 0.02% | −33−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 5,321 | $271.6K | 0.05% | −88−1.6% | Reduced |
| TrinityPoint Wealth, LLC | 5,301 | $270.6K | 0.04% | −2,046−27.8% | Reduced |
| Hemenway Trust Co LLC | 5,300 | $270.5K | 0.02% | −28−0.5% | Reduced |
| Stelac Advisory Services LLC | 5,200 | $270.5K | 0.11% | 00.0% | Unchanged |