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 |
|---|---|---|---|---|---|
| Legacy Financial Group, Inc. | 3,683 | $200.6K | 0.07% | +3,683 | New |
| IAM Advisory, LLC | 3,929 | $200.6K | 0.05% | +3,929 | New |
| Fortis Capital Advisors, LLC | 3,929 | $200.5K | 0.07% | +3,929 | New |
| Wedge Capital Management L L P | 3,926 | $200.4K | 0.00% | +3,926 | New |
| Blue Bell Private Wealth Management, LLC | 3,899 | $199.0K | 0.04% | −98−2.5% | Reduced |
| Ashton Thomas Securities, LLC | 3,835 | $195.7K | 0.04% | +3,835 | New |
| American Capital Advisory, LLC | 3,832 | $195.6K | 0.11% | +419+12.3% | Added |
| Future Financial Wealth Managment LLC | 3,758 | $191.8K | 0.14% | +3,758 | New |
| Union Savings Bank | 3,690 | $188.3K | 0.09% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,681 | $187.9K | 0.01% | +372+11.2% | Added |
| MB, Levis & Associates, LLC | 3,674 | $187.5K | 0.09% | +55+1.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 3,595 | $187.1K | 0.02% | +95+2.7% | Added |
| Westside Investment Management, Inc. | 3,650 | $186.3K | 0.04% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3,642 | $185.9K | 0.10% | +33+0.9% | Added |
| Adirondack Trust Co | 3,580 | $182.7K | 0.07% | 00.0% | Unchanged |
| Quarry LP | 3,568 | $182.1K | 0.06% | +70+2.0% | Added |
| State of Wyoming | 3,552 | $181.3K | 0.03% | −479−11.9% | Reduced |
| Piscataqua Savings Bank | 3,547 | $181.0K | 0.15% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,550 | $181.0K | 0.07% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,464 | $180.3K | 0.12% | 00.0% | Unchanged |
| City Holding Co | 3,513 | $179.3K | 0.02% | −220−5.9% | Reduced |
| Capital Advisors, Ltd. LLC | 3,470 | $177.0K | 0.02% | +14+0.4% | Added |
| Slocum, Gordon & Co LLP | 3,460 | $176.6K | 0.07% | −500−12.6% | Reduced |
| Acima Private Wealth, LLC | 3,452 | $176.2K | 0.06% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,433 | $175.0K | 0.15% | +3,433 | New |
| Bullock Wealth Management Group | 3,387 | $172.5K | 0.10% | +9+0.3% | Added |
| Investment Research & Advisory Group, Inc. | 3,369 | $172.0K | 0.07% | +2,172+181.5% | Added |
| Capula Management Ltd | 3,360 | $171.5K | 0.00% | +634+23.3% | Added |
| Sugarloaf Wealth Management, LLC | 3,332 | $170.1K | 0.03% | −500−13.0% | Reduced |
| PFS Partners, LLC | 3,332 | $170.0K | 0.10% | +51+1.6% | Added |
| Eagle Bay Advisors LLC | 3,212 | $167.2K | 0.06% | −118−3.5% | Reduced |
| Capital Performance Advisors LLP | 3,250 | $165.9K | 0.05% | +3,250 | New |
| First Command Advisory Services, Inc. | 3,238 | $165.3K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,212 | $164.0K | 0.04% | +23+0.7% | Added |
| Fairscale Capital, LLC | 3,048 | $158.7K | 0.14% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3,000 | $156.2K | 0.01% | +3,000 | New |
| Indiana Trust & Investment Management CO | 3,050 | $155.7K | 0.05% | 00.0% | Unchanged |
| Key Financial Inc | 3,015 | $153.9K | 0.03% | +17+0.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $153.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,977 | $152.0K | 0.02% | −733−19.8% | Reduced |
| JFS Wealth Advisors, LLC | 2,949 | $150.5K | 0.01% | +22+0.8% | Added |
| Tanglewood Legacy Advisors, LLC | 2,931 | $149.6K | 0.07% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 2,914 | $148.7K | 0.13% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,900 | $148.0K | 0.16% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,900 | $148.0K | 0.05% | −121−4.0% | Reduced |
| M&R Capital Management Inc | 2,899 | $148.0K | 0.03% | +37+1.3% | Added |
| Planning Capital Management Corp | 2,875 | $146.7K | 0.10% | −50−1.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,786 | $145.0K | 0.04% | −18−0.6% | Reduced |
| Pittenger & Anderson Inc | 2,800 | $142.9K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,779 | $141.9K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2,767 | $141.2K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 2,740 | $139.8K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 2,720 | $139.0K | 0.02% | −600−18.1% | Reduced |
| NCP Inc. | 2,700 | $137.8K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,587 | $132.0K | 0.03% | +26+1.0% | Added |
| Harvest Fund Management Co., Ltd | 2,578 | $132.0K | 0.01% | +2,351+1,035.7% | Added |
| GHP Investment Advisors, Inc. | 2,580 | $131.7K | 0.01% | +186+7.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,528 | $129.0K | 0.05% | +46+1.9% | Added |
| RE Dickinson Investment Advisors, LLC | 2,520 | $128.6K | 0.07% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,485 | $127.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,482 | $126.7K | 0.04% | +36+1.5% | Added |
| Sachetta, LLC | 2,445 | $126.3K | 0.05% | −319−11.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,452 | $125.2K | 0.07% | −246−9.1% | Reduced |
| Field & Main Bank | 2,400 | $122.5K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,400 | $122.5K | 0.08% | +2,400 | New |
| Addison Advisors LLC | 2,386 | $121.8K | 0.03% | +182+8.3% | Added |
| Burkett Financial Services, LLC | 2,379 | $121.4K | 0.05% | +49+2.1% | Added |
| Gen-Wealth Partners Inc | 2,402 | $121.3K | 0.05% | −39−1.6% | Reduced |
| Pin Oak Investment Advisors Inc | 2,383 | $121.0K | 0.11% | +113+5.0% | Added |
| Bank of New Hampshire | 2,320 | $118.4K | 0.03% | 00.0% | Unchanged |
| Motco | 2,289 | $116.8K | 0.01% | +354+18.3% | Added |
| Darwin Advisors, LLC | 2,281 | $116.4K | 0.03% | +2,281 | New |
| CNB Bank | 2,267 | $115.7K | 0.05% | −119−5.0% | Reduced |
| SYSTM Wealth Solutions LLC | 2,157 | $112.2K | 3.41% | −101,542−97.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,160 | $110.3K | 0.03% | +10+0.5% | Added |
| Missouri Trust & Investment Co | 2,100 | $107.2K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 2,095 | $106.9K | 0.02% | +2,095 | New |
| Rowland & Co Investment Counsel | 2,082 | $106.3K | 0.02% | +2,082 | New |
| BFSG, LLC | 2,064 | $105.3K | 0.01% | +21+1.0% | Added |
| Operose Advisors LLC | 1,985 | $101.3K | 0.03% | −1,145−36.6% | Reduced |
| Winch Advisory Services, LLC | 1,961 | $100.1K | 0.03% | +40+2.1% | Added |
| Security National Bank | 1,957 | $99.9K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,955 | $99.8K | 0.01% | +1+0.1% | Added |
| WR Wealth Planners, LLC | 1,950 | $99.5K | 0.03% | +62+3.3% | Added |
| Avion Wealth | 1,957 | $99.0K | 0.03% | −66−3.3% | Reduced |
| FSC Wealth Advisors, LLC | 1,906 | $97.3K | 0.07% | −1,000−34.4% | Reduced |
| Mizuho Bank, Ltd. | 1,900 | $97.0K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 1,889 | $96.4K | 0.01% | +11+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,867 | $95.3K | 0.01% | −420−18.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,823 | $93.1K | 0.03% | −178−8.9% | Reduced |
| Thompson Investment Management, Inc. | 1,764 | $90.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,745 | $89.1K | 0.01% | +140+8.7% | Added |
| Proffitt & Goodson Inc | 1,744 | $89.0K | 0.01% | +141+8.8% | Added |
| New England Capital Financial Advisors LLC | 1,675 | $85.5K | 0.04% | +33+2.0% | Added |
| Castleview Partners, LLC | 1,669 | $85.2K | 0.05% | −6−0.4% | Reduced |
| Tacita Capital Inc | 1,612 | $82.3K | 0.05% | +127+8.6% | Added |
| Pacific Center for Financial Services | 1,602 | $81.8K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,600 | $81.7K | 0.07% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,595 | $81.4K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,594 | $81.4K | 0.02% | +13+0.8% | Added |