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 |
|---|---|---|---|---|---|
| DoubleLine ETF Adviser LP | 82,921 | $4.23M | 1.03% | +12,409+17.6% | Added |
| Occudo Quantitative Strategies LP | 82,837 | $4.23M | 0.77% | +71,094+605.4% | Added |
| Stock Yards Bank & Trust Co | 82,445 | $4.21M | 0.14% | +730+0.9% | Added |
| NEOS Investment Management LLC | 82,350 | $4.20M | 0.13% | +17,052+26.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 82,288 | $4.20M | 0.20% | +15,213+22.7% | Added |
| Arkadios Wealth Advisors | 82,176 | $4.19M | 0.24% | +2,565+3.2% | Added |
| Krilogy Financial LLC | 81,973 | $4.18M | 0.29% | +2,173+2.7% | Added |
| CFM Wealth Partners LLC | 81,871 | $4.18M | 0.73% | +857+1.1% | Added |
| HB Wealth Management, LLC | 81,741 | $4.17M | 0.04% | +9,500+13.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 81,278 | $4.15M | 0.08% | +51,975+177.4% | Added |
| Argent Financial Group, Inc. | 81,147 | $4.14M | 0.49% | +81,147 | New |
| EP Wealth Advisors, LLC | 81,119 | $4.14M | 0.04% | +43,074+113.2% | Added |
| Cornerstone Advisors, LLC | 80,800 | $4.12M | 0.16% | +14,300+21.5% | Added |
| Johnson Investment Counsel Inc | 80,309 | $4.10M | 0.04% | −6,919−7.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 80,308 | $4.10M | 0.11% | +183+0.2% | Added |
| Sapient Capital LLC | 74,540 | $4.07M | 0.08% | −188,697−71.7% | Reduced |
| Prospera Financial Services Inc | 79,149 | $4.04M | 0.10% | +7,088+9.8% | Added |
| Highland Capital Management, LLC | 78,013 | $3.98M | 0.23% | −4,260−5.2% | Reduced |
| Investmark Advisory Group LLC | 77,705 | $3.97M | 1.93% | +17,130+28.3% | Added |
| RSM US Wealth Management LLC | 76,618 | $3.97M | 0.06% | +8,118+11.9% | Added |
| Hollencrest Capital Management | 77,435 | $3.95M | 0.16% | +840+1.1% | Added |
| Clifford Swan Investment Counsel LLC | 77,355 | $3.95M | 0.14% | −1,344−1.7% | Reduced |
| Convergence Investment Partners, LLC | 77,259 | $3.94M | 1.06% | +2,178+2.9% | Added |
| Raymond James Trust N.A. | 76,951 | $3.93M | 0.09% | −738−0.9% | Reduced |
| Verdence Capital Advisors LLC | 76,293 | $3.89M | 0.31% | +70+0.1% | Added |
| Sigma Planning Corp | 76,201 | $3.89M | 0.12% | −3,002−3.8% | Reduced |
| Accurate Wealth Management, LLC | 77,558 | $3.87M | 0.78% | −35,210−31.2% | Reduced |
| Tower Research Capital LLC (TRC) | 75,561 | $3.86M | 0.10% | −4,634−5.8% | Reduced |
| Ieq Capital, LLC | 75,205 | $3.84M | 0.05% | +9,459+14.4% | Added |
| Clark Estates Inc | 75,150 | $3.84M | 0.71% | −6,000−7.4% | Reduced |
| Fifth Third Bancorp | 75,075 | $3.83M | 0.01% | −3,653−4.6% | Reduced |
| Waterloo Capital, L.P. | 74,793 | $3.82M | 0.42% | +9,284+14.2% | Added |
| TownSquare Capital, LLC | 74,589 | $3.81M | 0.05% | +12,727+20.6% | Added |
| Merit Financial Group, LLC | 74,083 | $3.78M | 0.08% | −11,036−13.0% | Reduced |
| Group One Trading, L.P. | 73,656 | $3.76M | 0.15% | −48,007−39.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 73,553 | $3.75M | 0.31% | +36,939+100.9% | Added |
| LVW Advisors, LLC | 73,493 | $3.75M | 0.48% | −724−1.0% | Reduced |
| Squarepoint Ops LLC | 73,286 | $3.74M | 0.01% | +26,739+57.4% | Added |
| Freestone Capital Holdings, LLC | 72,857 | $3.72M | 0.13% | −12,498−14.6% | Reduced |
| Cypress Capital Group | 72,838 | $3.72M | 0.42% | +337+0.5% | Added |
| Public Sector Pension Investment Board | 72,830 | $3.72M | 0.02% | +6,800+10.3% | Added |
| Tyler-Stone Wealth Management | 72,704 | $3.71M | 0.70% | +35,261+94.2% | Added |
| Janus Henderson Group PLC | 72,216 | $3.69M | 0.00% | −4,100−5.4% | Reduced |
| Norinchukin Bank, The | 71,515 | $3.65M | 0.09% | +10,232+16.7% | Added |
| Dynamic Advisor Solutions LLC | 71,404 | $3.64M | 0.11% | −768−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 71,194 | $3.63M | 0.02% | +1,689+2.4% | Added |
| GLOBALT Investments LLC | 71,190 | $3.63M | 0.14% | −37,773−34.7% | Reduced |
| Principal Securities, Inc. | 70,295 | $3.59M | 0.09% | +3,738+5.6% | Added |
| Pine Valley Investments Ltd Liability Co | 69,674 | $3.58M | 0.25% | +1,629+2.4% | Added |
| Glenview Trust Co | 70,059 | $3.58M | 0.07% | +2,044+3.0% | Added |
| Formidable Asset Management, LLC | 69,942 | $3.57M | 0.57% | −7,883−10.1% | Reduced |
| Fernwood Investment Management, LLC | 69,893 | $3.57M | 1.16% | −1,286−1.8% | Reduced |
| Torray LLC | 69,232 | $3.53M | 0.49% | +1,645+2.4% | Added |
| Community Bank & Trust, Waco, Texas | 68,818 | $3.51M | 0.79% | −3,859−5.3% | Reduced |
| Belpointe Asset Management LLC | 68,684 | $3.51M | 0.21% | +43,710+175.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 68,644 | $3.50M | 0.21% | −97,362−58.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 68,456 | $3.49M | 0.09% | −261,057−79.2% | Reduced |
| Mayflower Financial Advisors, LLC | 67,274 | $3.43M | 0.52% | +262+0.4% | Added |
| Vontobel Holding Ltd. | 67,010 | $3.42M | 0.01% | +3,129+4.9% | Added |
| Bessemer Group Inc | 66,926 | $3.42M | 0.01% | +1,251+1.9% | Added |
| Aviva PLC | 66,442 | $3.39M | 0.01% | −510−0.8% | Reduced |
| Sunbelt Securities, Inc. | 66,378 | $3.39M | 0.33% | +2,692+4.2% | Added |
| Slagle Financial, LLC | 66,226 | $3.38M | 1.50% | +4,981+8.1% | Added |
| Founders Financial Alliance, LLC | 66,118 | $3.37M | 0.94% | +4,114+6.6% | Added |
| Citizens National Bank Trust Department | 65,586 | $3.35M | 0.70% | −2,334−3.4% | Reduced |
| National Asset Management, Inc. | 64,595 | $3.34M | 0.09% | −19,763−23.4% | Reduced |
| 3Chopt Investment Partners, LLC | 64,023 | $3.33M | 1.19% | −2,348−3.5% | Reduced |
| WBI Investments | 64,653 | $3.30M | 0.79% | −21,723−25.1% | Reduced |
| Diversify Advisory Services, LLC | 65,249 | $3.27M | 0.18% | +5,414+9.0% | Added |
| Alaska Permanent Fund Corp | 63,927 | $3.26M | 0.05% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 63,706 | $3.25M | 0.05% | −2,579−3.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 63,667 | $3.25M | 0.05% | +23,611+58.9% | Added |
| Stokes Family Office, LLC | 63,188 | $3.23M | 0.35% | −1,460−2.3% | Reduced |
| Park Avenue Securities LLC | 63,043 | $3.22M | 0.04% | +7,788+14.1% | Added |
| Kovitz Investment Group Partners, LLC | 100,970 | $3.20M | 0.02% | +34,573+52.1% | Added |
| FineMark National Bank & Trust | 62,442 | $3.19M | 0.11% | +5,370+9.4% | Added |
| Fisher Asset Management, LLC | 62,355 | $3.18M | 0.00% | +12,444+24.9% | Added |
| Texas Yale Capital Corp. | 61,973 | $3.16M | 0.14% | −550−0.9% | Reduced |
| Bokf, NA | 62,995 | $3.15M | 0.06% | +287+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 61,532 | $3.14M | 0.01% | +61,532 | New |
| Tiaa Trust, National Association | 61,524 | $3.14M | 0.01% | +861+1.4% | Added |
| Bridges Investment Management Inc | 61,456 | $3.14M | 0.04% | −3,702−5.7% | Reduced |
| PFG Investments, LLC | 61,202 | $3.12M | 0.20% | −1,098−1.8% | Reduced |
| Valley National Advisers Inc | 60,886 | $3.11M | 0.56% | −50,989−45.6% | Reduced |
| Frank, Rimerman Advisors LLC | 60,847 | $3.11M | 0.22% | −24,275−28.5% | Reduced |
| Hancock Whitney Corp | 60,830 | $3.10M | 0.10% | +800+1.3% | Added |
| CoreCap Advisors, LLC | 60,829 | $3.10M | 0.15% | +1,040+1.7% | Added |
| Financial Sense Advisors, Inc. | 60,478 | $3.09M | 0.85% | +1,626+2.8% | Added |
| KPP Advisory Services LLC | 59,911 | $3.06M | 0.73% | −207−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 59,530 | $3.04M | 0.10% | −1,017−1.7% | Reduced |
| HBW Advisory Services LLC | 59,445 | $3.03M | 0.44% | −5,658−8.7% | Reduced |
| Wealthspire Advisors, LLC | 59,222 | $3.02M | 0.03% | +4,672+8.6% | Added |
| Capital Square, LLC | 59,046 | $3.01M | 1.83% | −3,439−5.5% | Reduced |
| Ridgepath Capital Management LLC | 58,876 | $3.01M | 2.40% | +2,603+4.6% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 58,836 | $3.00M | 2.14% | −421−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 58,830 | $3.00M | 0.02% | +864+1.5% | Added |
| Mechanics Bank Trust Department | 58,668 | $2.99M | 0.40% | −878−1.5% | Reduced |
| Clearstead Advisors, LLC | 58,501 | $2.99M | 0.05% | −17,705−23.2% | Reduced |
| Haverford Trust Co | 58,447 | $2.98M | 0.03% | +7,677+15.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 58,150 | $2.97M | 0.60% | +1,667+3.0% | Added |