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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 5,299 | $270.5K | 0.02% | +57+1.1% | Added |
| Guyasuta Investment Advisors Inc | 5,273 | $269.1K | 0.02% | −300−5.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,260 | $268.5K | 0.17% | +32+0.6% | Added |
| FSA Advisors, Inc. | 5,596 | $268.1K | 0.27% | +221+4.1% | Added |
| Summit X, LLC | 5,882 | $268.0K | 0.07% | −515−8.1% | Reduced |
| Savvy Advisors, Inc. | 5,240 | $267.4K | 0.05% | +5,240 | New |
| Capital Investment Counsel, Inc | 5,191 | $264.9K | 0.04% | +64+1.2% | Added |
| Private Client Services, LLC | 5,191 | $264.9K | 0.14% | +5,191 | New |
| Signal Advisors Wealth, LLC | 5,189 | $264.9K | 0.04% | +5,189 | New |
| Sage Investment Advisers LLC | 5,189 | $264.8K | 0.28% | −327−5.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,183 | $264.5K | 0.06% | +121+2.4% | Added |
| Archer Investment Corp | 5,180 | $264.4K | 0.07% | +33+0.6% | Added |
| Mosaic Financial Group, LLC | 5,170 | $264.0K | 0.19% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 5,172 | $264.0K | 0.09% | −345−6.3% | Reduced |
| Hedeker Wealth, LLC | 5,156 | $263.2K | 0.07% | +5,156 | New |
| Long Run Wealth Advisors, LLC | 5,152 | $263.0K | 0.06% | +96+1.9% | Added |
| Ellis Investment Partners, LLC | 5,146 | $262.7K | 0.05% | −554−9.7% | Reduced |
| Concorde Asset Management, LLC | 5,141 | $262.4K | 0.15% | +17+0.3% | Added |
| Executive Wealth Management, LLC | 5,127 | $261.7K | 0.02% | +30+0.6% | Added |
| N.E.W. Advisory Services LLC | 5,121 | $261.4K | 0.03% | −170−3.2% | Reduced |
| Evernest Financial Advisors, LLC | 5,110 | $260.8K | 0.07% | +5,110 | New |
| Gulf International Bank (UK) Ltd | 5,097 | $260.0K | 0.01% | −6,281−55.2% | Reduced |
| Second Line Capital, LLC | 4,982 | $259.4K | 0.07% | −193−3.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 5,074 | $259.0K | 0.15% | −178−3.4% | Reduced |
| Mairs & Power Inc | 5,048 | $257.7K | 0.00% | +20.0% | Added |
| Wellington Wealth Strategies, LLC. | 4,725 | $257.3K | 0.20% | −895−15.9% | Reduced |
| First United Bank Trust | 5,036 | $257.0K | 0.09% | 00.0% | Unchanged |
| 626 Financial, LLC | 5,035 | $257.0K | 0.14% | −320−6.0% | Reduced |
| Lakeridge Wealth Management LLC | 5,026 | $256.5K | 0.14% | −82−1.6% | Reduced |
| Tarbox Family Office, Inc. | 5,020 | $256.2K | 0.04% | +265+5.6% | Added |
| Atlas Wealth Partners, LLC | 4,968 | $256.0K | 0.39% | 00.0% | Unchanged |
| JB Capital LLC | 5,013 | $255.9K | 0.01% | −410−7.6% | Reduced |
| Toth Financial Advisory Corp | 5,002 | $255.3K | 0.03% | −94−1.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,002 | $255.3K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 5,000 | $255.2K | 0.12% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 4,998 | $255.1K | 0.08% | +48+1.0% | Added |
| Greenhouse Wealth Management, LLC | 4,992 | $254.8K | 0.17% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,963 | $253.3K | 0.03% | −108−2.1% | Reduced |
| JSF Financial, LLC | 4,944 | $252.3K | 0.07% | +20+0.4% | Added |
| Oak Harbor Wealth Partners, LLC | 4,939 | $252.1K | 0.07% | +38+0.8% | Added |
| Family Wealth Group, LLC | 4,937 | $252.0K | 0.22% | +145+3.0% | Added |
| Requisite Capital Management, LLC | 4,824 | $251.1K | 0.05% | +100+2.1% | Added |
| Beacon Capital Management, LLC | 4,918 | $251.0K | 0.04% | −268−5.2% | Reduced |
| Quotient Wealth Partners, LLC | 4,902 | $250.2K | 0.01% | +219+4.7% | Added |
| Yacktman Asset Management LP | 4,900 | $250.1K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,899 | $250.0K | 0.08% | +4,899 | New |
| Schechter Investment Advisors, LLC | 4,895 | $249.8K | 0.02% | −600−10.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,893 | $249.7K | 0.05% | +4,893 | New |
| Wheelhouse Advisory Group LLC | 4,878 | $249.0K | 0.16% | +40+0.8% | Added |
| Sonata Capital Group Inc | 4,864 | $248.0K | 0.10% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 4,858 | $248.0K | 0.14% | +4+0.1% | Added |
| Berkshire Bank | 4,850 | $247.5K | 0.06% | +4,850 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,845 | $247.3K | 0.01% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 4,843 | $247.2K | 0.12% | −4,182−46.3% | Reduced |
| Beckerman Institutional, LLC | 4,841 | $247.0K | 0.21% | +4,841 | New |
| River Street Advisors LLC | 4,839 | $247.0K | 0.13% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4,837 | $246.9K | 0.04% | −1,268−20.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 4,823 | $246.2K | 0.09% | +250+5.5% | Added |
| Broderick Brian C | 4,822 | $246.1K | 0.05% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,825 | $246.0K | 0.01% | −55,782−92.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 4,817 | $245.8K | 0.01% | −2,318−32.5% | Reduced |
| Atwood & Palmer Inc | 4,808 | $245.4K | 0.02% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 4,806 | $245.3K | 0.06% | +15+0.3% | Added |
| Capital Planning Advisors, LLC | 4,790 | $244.5K | 0.04% | +4,790 | New |
| Traphagen Investment Advisors LLC | 4,773 | $243.6K | 0.02% | −267−5.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 4,762 | $243.0K | 0.02% | +20.0% | Added |
| Diversified, LLC | 4,752 | $242.6K | 0.03% | −121−2.5% | Reduced |
| Diversified Enterprises, LLC | 4,752 | $242.6K | 0.03% | +4,752 | New |
| Angeles Investment Advisors, LLC | 4,739 | $241.9K | 0.01% | 00.0% | Unchanged |
| William Allan, LLC | 4,736 | $241.7K | 0.15% | +30+0.6% | Added |
| Ewa, LLC | 4,362 | $241.6K | 0.09% | +4,362 | New |
| Webster Bank, N. A. | 4,725 | $241.2K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,723 | $241.1K | 0.02% | −554−10.5% | Reduced |
| Ingalls & Snyder LLC | 4,716 | $241.0K | 0.01% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,287 | $240.8K | 0.03% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 4,711 | $240.4K | 0.03% | −6,000−56.0% | Reduced |
| Jeppson Wealth Management, LLC | 4,710 | $240.4K | 0.09% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 4,697 | $239.7K | 0.02% | −2,949−38.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,695 | $239.7K | 0.14% | +4,695 | New |
| MBL Wealth, LLC | 4,675 | $238.6K | 0.03% | +5+0.1% | Added |
| WealthShield Partners, LLC | 4,614 | $238.6K | 0.03% | +12+0.3% | Added |
| Vantage Financial Partners, LLC | 4,664 | $238.0K | 0.06% | +134+3.0% | Added |
| Balboa Wealth Partners | 4,661 | $237.9K | 0.06% | +4,661 | New |
| Weaver Consulting Group | 4,654 | $237.5K | 0.08% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 4,652 | $237.4K | 0.06% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 4,553 | $237.0K | 0.07% | −462−9.2% | Reduced |
| Clear Harbor Asset Management, LLC | 4,640 | $236.8K | 0.02% | −35−0.7% | Reduced |
| Soltis Investment Advisors LLC | 4,635 | $236.5K | 0.02% | −964−17.2% | Reduced |
| Rakuten Securities, Inc. | 4,618 | $235.7K | 0.10% | +471+11.4% | Added |
| Walkner Condon Financial Advisors LLC | 4,617 | $235.7K | 0.05% | −234−4.8% | Reduced |
| Monetary Management Group Inc | 4,600 | $234.8K | 0.06% | −200−4.2% | Reduced |
| Coastline Trust Co | 4,600 | $234.8K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 4,599 | $234.7K | 0.01% | +1,471+47.0% | Added |
| Element Wealth, LLC | 4,598 | $234.7K | 0.12% | +192+4.4% | Added |
| Country Club Bank | 4,590 | $234.3K | 0.02% | 00.0% | Unchanged |
| Souders Financial Advisors | 4,568 | $233.2K | 0.03% | +18+0.4% | Added |
| Xcel Wealth Management, LLC | 4,568 | $233.2K | 0.07% | +4,568 | New |
| OMC Financial Services LTD | 5,126 | $233.0K | 0.11% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,562 | $232.8K | 0.00% | +4,562 | New |
| Elmwood Wealth Management, Inc. | 4,550 | $232.2K | 0.10% | 00.0% | Unchanged |