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; 2,575 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
- 1,997
- +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
- 755 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 284,207 | $14.5M | 0.16% | +1,000+0.4% | Added |
| SpiderRock Advisors, LLC | 280,880 | $14.3M | 0.31% | +245,096+684.9% | Added |
| Advisors Capital Management, LLC | 278,642 | $14.2M | 0.23% | +794+0.3% | Added |
| Davenport & Co LLC | 275,610 | $14.1M | 0.08% | −1,560−0.6% | Reduced |
| Verity & Verity, LLC | 274,568 | $14.0M | 1.37% | +6,338+2.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 273,000 | $13.9M | 0.49% | −13,097−4.6% | Reduced |
| Adams Asset Advisors, LLC | 272,452 | $13.9M | 1.84% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 271,575 | $13.9M | 0.20% | −32,364−10.6% | Reduced |
| Richard C. Young & CO., LTD. | 264,032 | $13.5M | 1.47% | +264,032 | New |
| Artemis Investment Management LLP | 257,911 | $13.2M | 0.20% | −5,000−1.9% | Reduced |
| Intact Investment Management Inc. | 257,900 | $13.2M | 0.44% | +37,000+16.7% | Added |
| Avantax Advisory Services, Inc. | 251,485 | $12.8M | 0.08% | +9,229+3.8% | Added |
| NorthRock Partners, LLC | 238,230 | $12.4M | 0.41% | −7,920−3.2% | Reduced |
| Churchill Management Corp | 242,671 | $12.4M | 0.14% | −3,240−1.3% | Reduced |
| Brown Advisory Inc | 239,796 | $12.2M | 0.02% | +48,155+25.1% | Added |
| GWM Advisors LLC | 238,174 | $12.2M | 0.08% | +38,309+19.2% | Added |
| Public Employees Retirement Association of Colorado | 236,776 | $12.1M | 0.05% | +220.0% | Added |
| CWA Asset Management Group, LLC | 228,443 | $11.7M | 0.62% | +228,443 | New |
| Philip James Wealth Mangement, LLC | 227,914 | $11.6M | 1.43% | +220,773+3,091.6% | Added |
| Gotham Asset Management, LLC | 227,641 | $11.6M | 0.12% | +2,517+1.1% | Added |
| Wellington Management Group LLP | 226,964 | $11.6M | 0.00% | −55,302−19.6% | Reduced |
| Foundations Investment Advisors, LLC | 224,176 | $11.4M | 0.24% | +121,083+117.5% | Added |
| Cullen/Frost Bankers, Inc. | 223,639 | $11.4M | 0.16% | −1,421−0.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 222,925 | $11.4M | 0.12% | +3,663+1.7% | Added |
| New York Life Investment Management LLC | 221,037 | $11.3M | 0.11% | −8,984−3.9% | Reduced |
| Standard Life Aberdeen plc | 221,664 | $11.3M | 0.02% | +7,366+3.4% | Added |
| Benedict Financial Advisors Inc | 220,640 | $11.3M | 2.66% | −565−0.3% | Reduced |
| South Dakota Investment Council | 219,321 | $11.2M | 0.22% | −7,200−3.2% | Reduced |
| Toroso Investments, LLC | 218,803 | $11.2M | 0.12% | +21,128+10.7% | Added |
| Hirtle Callaghan & Co LLC | 218,630 | $11.2M | 0.45% | +218,630 | New |
| Daiwa Securities Group Inc. | 218,085 | $11.1M | 0.05% | +22,815+11.7% | Added |
| ProShare Advisors LLC | 217,445 | $11.1M | 0.03% | −16,822−7.2% | Reduced |
| Clear Street Markets LLC | 214,000 | $10.9M | 7.04% | +131,600+159.7% | Added |
| Nissay Asset Management Corp | 213,467 | $10.9M | 0.07% | +5,824+2.8% | Added |
| Morningstar Investment Services LLC | 213,268 | $10.9M | 0.11% | −292−0.1% | Reduced |
| Systematic Alpha Investments, LLC | 212,638 | $10.9M | 0.40% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 211,451 | $10.8M | 0.12% | +211,451 | New |
| Northwestern Mutual Wealth Management Co | 211,189 | $10.8M | 0.01% | +948+0.5% | Added |
| Credit Agricole S A | 210,544 | $10.7M | 0.06% | +9,430+4.7% | Added |
| Mutual of America Capital Management LLC | 209,822 | $10.7M | 0.11% | −6,536−3.0% | Reduced |
| Oppenheimer & Co Inc | 209,516 | $10.7M | 0.16% | +12,496+6.3% | Added |
| Capital International Inc | 208,979 | $10.7M | 0.13% | +3,423+1.7% | Added |
| Guggenheim Capital LLC | 206,693 | $10.5M | 0.07% | −22,574−9.8% | Reduced |
| Pinnacle Financial Partners Inc | 205,320 | $10.5M | 0.21% | +4,838+2.4% | Added |
| Xponance, Inc. | 205,206 | $10.5M | 0.10% | +4,331+2.2% | Added |
| Centre Asset Management, LLC | 202,010 | $10.3M | 2.22% | +605+0.3% | Added |
| Crossmark Global Holdings, Inc. | 201,179 | $10.3M | 0.18% | +14,635+7.8% | Added |
| Kestra Private Wealth Services, LLC | 200,366 | $10.2M | 0.19% | +14,542+7.8% | Added |
| Aptus Capital Advisors, LLC | 196,843 | $10.0M | 0.15% | +32,005+19.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 193,878 | $9.90M | 1.05% | +3,945+2.1% | Added |
| Meeder Asset Management Inc | 192,679 | $9.83M | 0.66% | +192,341+56,905.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 191,614 | $9.78M | 1.66% | −6,139−3.1% | Reduced |
| Steel Peak Wealth Management LLC | 185,911 | $9.68M | 0.43% | −3,946−2.1% | Reduced |
| Thornburg Investment Management Inc | 187,900 | $9.59M | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 184,041 | $9.58M | 0.29% | −45,034−19.7% | Reduced |
| Banco Santander, S.A. | 186,642 | $9.53M | 0.11% | +186,642 | New |
| Hennessy Advisors Inc | 186,600 | $9.52M | 0.30% | −1,500−0.8% | Reduced |
| Blair William & Co | 186,114 | $9.50M | 0.03% | −3,124−1.7% | Reduced |
| Vident Advisory, LLC | 182,581 | $9.32M | 0.23% | −24,918−12.0% | Reduced |
| FNY Investment Advisers, LLC | 182,500 | $9.31M | 4.50% | +168,500+1,203.6% | Added |
| Dean Investment Associates, LLC | 182,200 | $9.30M | 1.26% | −8,355−4.4% | Reduced |
| Employees Retirement System of Texas | 181,833 | $9.28M | 0.08% | +181,833 | New |
| JustInvest LLC | 180,162 | $9.20M | 0.15% | +25,395+16.4% | Added |
| AlTi Global, Inc. | 180,015 | $9.19M | 0.22% | +71,963+66.6% | Added |
| Busey Wealth Management | 179,820 | $9.18M | 0.30% | +1,361+0.8% | Added |
| Atria Wealth Solutions, Inc. | 176,199 | $9.04M | 0.10% | −4,949−2.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 176,489 | $9.01M | 0.03% | +69,120+64.4% | Added |
| Private Advisor Group, LLC | 175,367 | $8.95M | 0.06% | −1,713−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 175,095 | $8.94M | 0.10% | −2,182−1.2% | Reduced |
| Visionary Wealth Advisors | 174,111 | $8.89M | 0.54% | −15,050−8.0% | Reduced |
| Glenmede Trust Co NA | 173,179 | $8.84M | 0.04% | −5,000−2.8% | Reduced |
| Old National Bancorp | 172,639 | $8.81M | 0.20% | +2,034+1.2% | Added |
| Regal Investment Advisors LLC | 171,798 | $8.77M | 0.61% | −80,135−31.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 171,003 | $8.73M | 0.61% | −134−0.1% | Reduced |
| Northern Oak Wealth Management Inc | 169,437 | $8.65M | 1.01% | −13,364−7.3% | Reduced |
| Wealthfront Advisers LLC | 169,314 | $8.64M | 0.03% | −202−0.1% | Reduced |
| Insight Folios Inc | 163,302 | $8.33M | 2.98% | +6,892+4.4% | Added |
| Pathstone Holdings, LLC | 162,061 | $8.29M | 0.04% | −13,251−7.6% | Reduced |
| Johnson Financial Group, Inc. | 154,022 | $8.02M | 0.37% | −15,827−9.3% | Reduced |
| Yousif Capital Management, LLC | 157,027 | $8.01M | 0.09% | −6,966−4.2% | Reduced |
| Viking Fund Management LLC | 155,250 | $7.92M | 1.29% | −30,000−16.2% | Reduced |
| Newport Trust Co | 153,999 | $7.86M | 0.02% | −5,781−3.6% | Reduced |
| Stephens Inc | 153,129 | $7.82M | 0.11% | +4,004+2.7% | Added |
| Huntington National Bank | 152,619 | $7.79M | 0.06% | −2,519−1.6% | Reduced |
| Auxier Asset Management | 152,494 | $7.78M | 1.15% | +130.0% | Added |
| Great Valley Advisor Group, Inc. | 151,772 | $7.75M | 0.19% | +4,179+2.8% | Added |
| Ritholtz Wealth Management | 149,925 | $7.65M | 0.23% | +9,345+6.6% | Added |
| First Citizens Bank & Trust Co | 148,814 | $7.60M | 0.17% | +71,154+91.6% | Added |
| Tectonic Advisors LLC | 147,306 | $7.52M | 0.49% | +18,185+14.1% | Added |
| Bard Financial Services, Inc. | 146,347 | $7.47M | 0.88% | −30,145−17.1% | Reduced |
| Oregon Public Employees Retirement Fund | 146,061 | $7.45M | 0.14% | −1,440−1.0% | Reduced |
| Windle Wealth, LLC | 145,180 | $7.41M | 4.03% | −3,547−2.4% | Reduced |
| Advisory Services Network, LLC | 162,388 | $7.40M | 0.15% | 00.0% | Unchanged |
| Independent Advisor Alliance | 141,658 | $7.23M | 0.26% | −3,430−2.4% | Reduced |
| Symphony Financial, Ltd. Co. | 140,649 | $7.17M | 1.19% | +2,546+1.8% | Added |
| Callodine Capital Management, LP | 139,075 | $7.10M | 1.48% | −95,925−40.8% | Reduced |
| Laurion Capital Management LP | 138,859 | $7.09M | 0.45% | +64,108+85.8% | Added |
| Brinker Capital Investments, LLC | 137,458 | $7.02M | 0.07% | −2,517−1.8% | Reduced |
| Orion Portfolio Solutions, LLC | 137,458 | $7.02M | 0.07% | −2,517−1.8% | Reduced |
| TD Waterhouse Canada Inc. | 139,185 | $6.99M | 0.06% | −7,205−4.9% | Reduced |