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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 57,923 | $2.96M | 0.20% | −2,368−3.9% | Reduced |
| Stratos Wealth Partners, LTD. | 57,557 | $2.94M | 0.04% | −431−0.7% | Reduced |
| RK Capital Management, LLC | 57,500 | $2.93M | 3.01% | +57,500 | New |
| Investment Management Corp of Ontario | 57,096 | $2.91M | 0.07% | +18,700+48.7% | Added |
| Marcum Wealth, LLC | 56,794 | $2.90M | 0.27% | +1,089+2.0% | Added |
| Strategic Investment Advisors | 56,306 | $2.87M | 0.31% | +2,142+4.0% | Added |
| Lowe Brockenbrough & Co Inc | 54,835 | $2.85M | 0.18% | +711+1.3% | Added |
| Centiva Capital, LP | 55,607 | $2.84M | 0.13% | −79,426−58.8% | Reduced |
| Resources Investment Advisors, LLC. | 55,385 | $2.83M | 0.03% | +3,975+7.7% | Added |
| Argent Trust Co | 54,897 | $2.80M | 0.12% | −1,291−2.3% | Reduced |
| Strategy Asset Managers LLC | 54,888 | $2.80M | 0.54% | +54,888 | New |
| Empirical Finance, LLC | 54,783 | $2.80M | 0.16% | +2,003+3.8% | Added |
| Contrarius Investment Management Ltd | 54,359 | $2.77M | 0.16% | −2,597−4.6% | Reduced |
| TrimTabs Asset Management, LLC | 54,334 | $2.77M | 0.64% | −24,920−31.4% | Reduced |
| Verus Financial Partners, Inc. | 54,170 | $2.76M | 0.30% | −1,928−3.4% | Reduced |
| Alta Capital Management LLC | 53,361 | $2.72M | 0.16% | +53,361 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 53,225 | $2.72M | 0.03% | +1,031+2.0% | Added |
| Independent Solutions Wealth Management, LLC | 53,202 | $2.72M | 0.61% | −2,168−3.9% | Reduced |
| Hilltop Holdings Inc. | 53,168 | $2.71M | 0.18% | +4,205+8.6% | Added |
| MONECO Advisors, LLC | 53,104 | $2.71M | 0.34% | −2,635−4.7% | Reduced |
| Axxcess Wealth Management, LLC | 52,701 | $2.69M | 0.07% | −10,309−16.4% | Reduced |
| Verus Capital Partners, LLC | 52,092 | $2.66M | 0.26% | −2,607−4.8% | Reduced |
| Leelyn Smith, LLC | 52,111 | $2.66M | 0.48% | +972+1.9% | Added |
| Prosperitas Financial LLC | 52,022 | $2.66M | 1.43% | +4,365+9.2% | Added |
| Mesirow Financial Investment Management, Inc. | 51,841 | $2.65M | 0.05% | −2,862−5.2% | Reduced |
| Cohen Klingenstein LLC | 51,448 | $2.63M | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 51,293 | $2.62M | 0.02% | −1,837−3.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 50,832 | $2.59M | 0.08% | −1,373−2.6% | Reduced |
| Benjamin Edwards Inc | 50,766 | $2.59M | 0.04% | +48,462+2,103.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 50,517 | $2.58M | 0.18% | −4,883−8.8% | Reduced |
| Financial Partners Group, LLC | 50,397 | $2.57M | 0.96% | −1,958−3.7% | Reduced |
| Paradigm Financial Partners, LLC | 46,323 | $2.56M | 0.36% | +904+2.0% | Added |
| VELA Investment Management, LLC | 50,093 | $2.56M | 0.87% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 49,966 | $2.55M | 0.36% | +2,921+6.2% | Added |
| Confluence Wealth Services, Inc. | 49,785 | $2.54M | 0.19% | +640+1.3% | Added |
| Harbour Investments, Inc. | 49,428 | $2.52M | 0.08% | +1,184+2.5% | Added |
| Parthenon LLC | 49,327 | $2.52M | 0.30% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 49,182 | $2.51M | 0.32% | −442−0.9% | Reduced |
| Trust Co of Virginia | 48,971 | $2.50M | 0.22% | −995−2.0% | Reduced |
| Ostrum Asset Management | 48,835 | $2.49M | 0.21% | +593+1.2% | Added |
| Heritage Investors Management Corp | 48,789 | $2.49M | 0.08% | −22,799−31.8% | Reduced |
| Veriti Management LLC | 48,656 | $2.48M | 0.13% | +7,262+17.5% | Added |
| Quest Partners LLC | 48,541 | $2.48M | 0.22% | −10,950−18.4% | Reduced |
| Wealthcare Advisory Partners LLC | 48,380 | $2.47M | 0.07% | +6,994+16.9% | Added |
| Kinloch Capital, LLC | 48,017 | $2.45M | 1.19% | −2,647−5.2% | Reduced |
| HM Payson & Co | 47,574 | $2.43M | 0.04% | −256−0.5% | Reduced |
| Pitcairn Co | 47,445 | $2.42M | 0.14% | −6,955−12.8% | Reduced |
| Cornerstone Wealth Management, LLC | 47,412 | $2.42M | 0.17% | +1,846+4.1% | Added |
| Bollard Group LLC | 47,338 | $2.42M | 0.06% | +11,939+33.7% | Added |
| NewEdge Wealth, LLC | 47,294 | $2.41M | 0.04% | +2,215+4.9% | Added |
| Sepio Capital, LP | 47,090 | $2.40M | 0.19% | −2,313−4.7% | Reduced |
| Ceera Investments, LLC | 46,955 | $2.40M | 0.90% | +82+0.2% | Added |
| EFG Asset Management (Americas) Corp. | 46,944 | $2.40M | 0.47% | −398−0.8% | Reduced |
| Stonegate Investment Group, LLC | 46,895 | $2.39M | 0.06% | +221+0.5% | Added |
| Hunter Associates Investment Management LLC | 46,704 | $2.38M | 0.37% | −144−0.3% | Reduced |
| Associated Banc-Corp | 46,592 | $2.38M | 0.07% | −1,243−2.6% | Reduced |
| Edgar Lomax Co | 46,440 | $2.37M | 0.14% | 00.0% | Unchanged |
| NBT Bank N A | 46,386 | $2.37M | 0.16% | −6,744−12.7% | Reduced |
| Independent Financial Group, LLC | 46,253 | $2.36M | 0.09% | −5,808−11.2% | Reduced |
| Hartford Financial Management Inc. | 45,659 | $2.33M | 0.48% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 45,655 | $2.33M | 0.02% | −1,609−3.4% | Reduced |
| LifePro Asset Management | 45,118 | $2.30M | 1.41% | −3,404−7.0% | Reduced |
| Metis Global Partners, LLC | 45,091 | $2.30M | 0.07% | +788+1.8% | Added |
| ProVise Management Group, LLC | 44,652 | $2.28M | 0.18% | −1,587−3.4% | Reduced |
| SeaCrest Wealth Management, LLC | 44,631 | $2.28M | 0.25% | −1,462−3.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 44,541 | $2.27M | 0.10% | +3,046+7.3% | Added |
| Proequities, Inc. | 43,252 | $2.25M | 0.13% | −1,702−3.8% | Reduced |
| Independence Bank of Kentucky | 44,010 | $2.25M | 0.48% | +971+2.3% | Added |
| Waters Parkerson & Co., LLC | 43,943 | $2.24M | 0.11% | −2,250−4.9% | Reduced |
| Deltec Asset Management LLC | 43,895 | $2.24M | 0.44% | −1,383−3.1% | Reduced |
| American Century Companies Inc | 43,676 | $2.23M | 0.00% | −7,186−14.1% | Reduced |
| Buckhead Capital Management LLC | 43,674 | $2.23M | 0.70% | −585−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 43,475 | $2.22M | 0.10% | +1,904+4.6% | Added |
| Valeo Financial Advisors, LLC | 43,443 | $2.22M | 0.06% | −411−0.9% | Reduced |
| Capital Investment Advisory Services, LLC | 43,080 | $2.20M | 0.21% | −1,834−4.1% | Reduced |
| Pinnacle Associates Ltd | 54,491 | $2.20M | 0.04% | +1,073+2.0% | Added |
| We Are One Seven, LLC | 43,066 | $2.20M | 0.10% | −7,184−14.3% | Reduced |
| Moors & Cabot, Inc. | 42,838 | $2.19M | 0.11% | −1,002−2.3% | Reduced |
| Disciplined Equity Management, Inc. | 42,805 | $2.18M | 1.38% | −1,070−2.4% | Reduced |
| Segall Bryant & Hamill, LLC | 42,763 | $2.18M | 0.03% | +42,763 | New |
| Westpac Banking Corp | 42,742 | $2.18M | 0.15% | −6,492−13.2% | Reduced |
| Perpetual Ltd | 42,742 | $2.18M | 0.02% | −6,492−13.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 42,740 | $2.18M | 0.08% | −67−0.2% | Reduced |
| Private Trust Co NA | 42,728 | $2.18M | 0.22% | −78−0.2% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 42,383 | $2.16M | 1.36% | −9,317−18.0% | Reduced |
| Simmons Bank | 42,380 | $2.16M | 0.16% | −1,047−2.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 42,358 | $2.16M | 0.08% | −1,685−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 42,263 | $2.16M | 0.02% | +4,032+10.5% | Added |
| Alley Investment Management Company, LLC | 42,159 | $2.15M | 0.27% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 42,133 | $2.15M | 0.76% | −444−1.0% | Reduced |
| Trust Co of Vermont | 42,086 | $2.15M | 0.11% | −50.0% | Reduced |
| IHT Wealth Management, LLC | 42,032 | $2.15M | 0.06% | +5,542+15.2% | Added |
| Coldstream Capital Management Inc | 41,605 | $2.14M | 0.05% | +3,343+8.7% | Added |
| Promethium Advisors,llc | 41,185 | $2.14M | 1.51% | +41,185 | New |
| Machina Capital S.A.S. | 41,853 | $2.14M | 0.85% | +17,865+74.5% | Added |
| WSFS Capital Management, LLC | 41,403 | $2.11M | 0.11% | +234+0.6% | Added |
| Csenge Advisory Group | 42,364 | $2.11M | 0.11% | +1,469+3.6% | Added |
| Howard Capital Management Group, LLC | 41,184 | $2.10M | 0.15% | 00.0% | Unchanged |
| Welch Group, LLC | 41,040 | $2.09M | 0.09% | +115+0.3% | Added |
| Kathmere Capital Management, LLC | 41,012 | $2.09M | 0.20% | +8,535+26.3% | Added |