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 |
|---|---|---|---|---|---|
| High Net Worth Advisory Group LLC | 4,549 | $232.2K | 0.06% | 00.0% | Unchanged |
| NTV Asset Management LLC | 4,545 | $232.0K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4,545 | $232.0K | 0.05% | +4,545 | New |
| HTLF Bank | 4,533 | $231.4K | 0.03% | −647−12.5% | Reduced |
| Apella Capital, LLC | 4,570 | $231.2K | 0.01% | +16+0.4% | Added |
| NorthCrest Asset Manangement, LLC | 4,529 | $231.1K | 0.01% | +4,529 | New |
| MJP Associates Inc | 4,503 | $229.8K | 0.04% | +4,503 | New |
| Mechanics Financial Corp | 4,490 | $229.2K | 0.10% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 4,568 | $228.9K | 0.11% | −278−5.7% | Reduced |
| J. Goldman & Co LP | 4,483 | $228.8K | 0.01% | +4,483 | New |
| NWF Advisory Services Inc. | 4,483 | $228.8K | 0.03% | −323−6.7% | Reduced |
| Ironwood Investment Counsel, LLC | 4,481 | $228.7K | 0.04% | +54+1.2% | Added |
| Onefund, LLC | 4,481 | $228.7K | 0.23% | −126−2.7% | Reduced |
| Caitlin John, LLC | 4,135 | $228.5K | 0.15% | +526+14.6% | Added |
| Everpar Advisors LLC | 4,474 | $228.4K | 0.12% | −37−0.8% | Reduced |
| Gateway Wealth Partners, LLC | 4,441 | $226.7K | 0.06% | −98−2.2% | Reduced |
| Abacus Planning Group, Inc. | 4,439 | $226.6K | 0.04% | +4,439 | New |
| Front Row Advisors LLC | 4,350 | $226.5K | 0.08% | −117−2.6% | Reduced |
| Axiom Advisory, LLC | 4,480 | $226.4K | 0.00% | −1,154−20.5% | Reduced |
| Family Firm, Inc. | 4,434 | $226.3K | 0.05% | −61−1.4% | Reduced |
| Allie Family Office LLC | 4,415 | $225.3K | 0.12% | 00.0% | Unchanged |
| LongView Wealth Management | 4,406 | $224.9K | 0.07% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 4,401 | $224.6K | 0.10% | +4,401 | New |
| Baxter Bros Inc | 4,400 | $224.6K | 0.03% | 00.0% | Unchanged |
| Patten Group, Inc. | 4,395 | $224.3K | 0.05% | +4,395 | New |
| Laurel Wealth Advisors LLC | 4,392 | $224.1K | 0.04% | +425+10.7% | Added |
| Truvestments Capital LLC | 4,391 | $224.1K | 0.06% | +4,391 | New |
| First Financial Corp | 4,379 | $223.5K | 0.11% | −325−6.9% | Reduced |
| Nicolet Bankshares Inc | 4,374 | $223.2K | 0.05% | −1,700−28.0% | Reduced |
| O'Rourke & Company, Inc | 4,371 | $223.1K | 0.11% | +4,371 | New |
| Garde Capital, Inc. | 4,369 | $223.0K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 4,364 | $222.7K | 0.04% | +4,364 | New |
| Human Investing LLC | 4,349 | $222.0K | 0.04% | +4,349 | New |
| Detalus Advisors, LLC | 4,348 | $221.9K | 0.07% | +4,348 | New |
| Stockman Wealth Management, Inc. | 4,341 | $221.6K | 0.03% | +4,341 | New |
| Northeast Investment Management | 4,330 | $221.0K | 0.01% | +4,330 | New |
| NBW Capital LLC | 4,328 | $220.9K | 0.04% | +4,328 | New |
| Richardson Financial Services Inc. | 4,835 | $220.2K | 0.14% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,309 | $220.0K | 0.00% | +4,309 | New |
| Litman Gregory Asset Management LLC | 4,307 | $219.8K | 0.02% | +4,307 | New |
| Sterling Investment Advisors, Ltd. | 4,301 | $219.5K | 0.06% | +4,301 | New |
| Cardiff Park Advisors, LLC | 4,297 | $219.3K | 0.02% | +4,297 | New |
| Proficio Capital Partners LLC | 4,285 | $218.7K | 0.02% | −854−16.6% | Reduced |
| Jmac Enterprises LLC | 4,277 | $218.3K | 0.03% | +4,277 | New |
| Invst, LLC | 4,272 | $218.1K | 0.03% | −393−8.4% | Reduced |
| SC&H Financial Advisors, Inc. | 4,251 | $217.0K | 0.05% | +4,251 | New |
| Retirement Planning Co of New England, Inc. | 4,250 | $216.9K | 0.11% | +4,250 | New |
| Schneider Downs Wealth Management Advisors, LP | 4,241 | $216.5K | 0.04% | +4,241 | New |
| Forza Wealth Management, LLC | 4,238 | $216.3K | 0.10% | +4,238 | New |
| Stonebridge Capital Advisors LLC | 4,236 | $216.2K | 0.02% | +4,236 | New |
| Kolinsky Wealth Management, LLC | 4,206 | $214.7K | 0.14% | −264−5.9% | Reduced |
| First Citizens Financial Corp | 4,202 | $214.5K | 0.11% | +4,202 | New |
| Becker Capital Management Inc | 4,118 | $214.4K | 0.01% | +4,118 | New |
| Axim Planning & Wealth | 4,196 | $214.2K | 0.24% | +4,196 | New |
| Strategic Investment Solutions, Inc. | 4,193 | $214.0K | 0.06% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,254 | $213.8K | 0.05% | +4,254 | New |
| Greenline Partners, LLC | 4,187 | $213.7K | 0.03% | +4,187 | New |
| Sweeney & Michel, LLC | 4,299 | $213.3K | 0.08% | +4,299 | New |
| Morris Retirement Advisors, LLC | 4,178 | $213.3K | 0.12% | −676−13.9% | Reduced |
| Uhlmann Price Securities, LLC | 4,157 | $212.1K | 0.17% | +4,157 | New |
| Horizon Wealth Management, LLC | 4,142 | $211.4K | 0.04% | +4,142 | New |
| Brandywine Oak Private Wealth LLC | 4,132 | $210.9K | 0.02% | +4,132 | New |
| Roundview Capital LLC | 4,124 | $210.5K | 0.02% | −1,929−31.9% | Reduced |
| Callan Family Office, LLC | 4,121 | $210.3K | 0.04% | +4,121 | New |
| Sound Income Strategies, LLC | 4,115 | $210.0K | 0.01% | −225−5.2% | Reduced |
| Triangle Securities Wealth Management | 4,103 | $209.4K | 0.05% | −1,920−31.9% | Reduced |
| Rockline Wealth Management, LLC | 4,103 | $209.4K | 0.06% | +4,103 | New |
| Financial Advocates Investment Management | 4,091 | $208.8K | 0.01% | +4,091 | New |
| Wealthquest Corp | 4,100 | $208.8K | 0.02% | +4,100 | New |
| Lighthouse Investment Partners, LLC | 4,090 | $208.8K | 0.01% | +4,090 | New |
| Dominguez Wealth Management Solutions, Inc. | 4,089 | $208.7K | 0.15% | +4,089 | New |
| Wealth Management Associates, Inc. | 4,083 | $208.4K | 0.09% | +4,083 | New |
| Valmark Advisers, Inc. | 4,082 | $208.3K | 0.00% | +4,082 | New |
| Main Street Research LLC | 4,000 | $208.3K | 0.01% | +4,000 | New |
| Hoge Financial Services, LLC | 4,079 | $208.2K | 0.16% | +4,079 | New |
| Caldwell Sutter Capital, Inc. | 4,077 | $208.1K | 0.10% | −1,850−31.2% | Reduced |
| Fortem Financial Group, LLC | 4,057 | $207.0K | 0.08% | +4,057 | New |
| Van Hulzen Asset Management, LLC | 4,055 | $207.0K | 0.01% | −589−12.7% | Reduced |
| Northwest Bancshares, Inc. | 4,046 | $206.5K | 0.04% | −1,282−24.1% | Reduced |
| Sweet Financial Partners, LLC | 4,042 | $206.3K | 0.04% | +4,042 | New |
| Crew Capital Management, Ltd. | 4,037 | $206.0K | 0.16% | +4,037 | New |
| Clayton Financial Group LLC | 4,036 | $206.0K | 0.08% | +4,036 | New |
| Roman Butler Fullerton & Co | 4,112 | $205.2K | 0.06% | +4,112 | New |
| RKL Wealth Management LLC | 4,019 | $205.1K | 0.02% | +4,019 | New |
| Y.D. More Investments Ltd | 4,017 | $205.0K | 0.02% | +117+3.0% | Added |
| Dearborn Partners LLC | 4,015 | $204.9K | 0.01% | +4,015 | New |
| Financial Engines Advisors L.L.C. | 3,919 | $204.0K | 0.00% | +3,919 | New |
| First Wilshire Securities Management Inc | 4,000 | $204.0K | 0.06% | +4,000 | New |
| Garrett Wealth Advisory Group, LLC | 3,992 | $203.7K | 0.05% | +3,992 | New |
| Baron Wealth Management LLC | 3,990 | $203.6K | 0.10% | +3,990 | New |
| DT Investment Partners, LLC | 3,985 | $203.4K | 0.02% | +323+8.8% | Added |
| W Advisors, LLC | 3,983 | $203.3K | 0.13% | +3,983 | New |
| Cito Capital Group, LLC | 3,900 | $203.0K | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,975 | $202.9K | 0.02% | +3,975 | New |
| Aries Wealth Management | 3,970 | $202.6K | 0.06% | +3,970 | New |
| German American Bancorp, Inc. | 3,970 | $202.6K | 0.02% | +3,970 | New |
| Beck Mack & Oliver LLC | 3,965 | $202.4K | 0.00% | −1,664−29.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,959 | $202.1K | 0.11% | −666−14.4% | Reduced |
| Keating Investment Counselors Inc | 3,947 | $201.5K | 0.06% | +3,947 | New |
| BSW Wealth Partners | 3,945 | $201.3K | 0.03% | +3,945 | New |