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 |
|---|---|---|---|---|---|
| Optimist Retirement Group LLC | 40,672 | $2.08M | 0.94% | −2,248−5.2% | Reduced |
| Aviance Capital Partners, LLC | 40,362 | $2.06M | 0.27% | +191+0.5% | Added |
| Parallel Advisors, LLC | 40,327 | $2.06M | 0.05% | +120.0% | Added |
| Affinity Investment Advisors, LLC | 40,218 | $2.05M | 1.41% | +74+0.2% | Added |
| Fortune Financial Advisors, LLC | 40,167 | $2.05M | 1.86% | −319−0.8% | Reduced |
| South State Corp. | 40,150 | $2.05M | 0.14% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 40,143 | $2.05M | 0.16% | +27,098+207.7% | Added |
| Virtu Financial LLC | 39,986 | $2.04M | 0.11% | +39,986 | New |
| Amica Mutual Insurance Co | 39,899 | $2.04M | 0.20% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 39,631 | $2.02M | 0.12% | +5,039+14.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 39,307 | $2.01M | 0.06% | −4,225−9.7% | Reduced |
| Stolper Co | 39,113 | $2.00M | 0.65% | +176+0.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 39,067 | $1.99M | 0.06% | +3,797+10.8% | Added |
| Farther Finance Advisors, LLC | 38,958 | $1.99M | 0.07% | +11,101+39.8% | Added |
| Bahl & Gaynor Inc | 38,943 | $1.99M | 0.01% | +24,254+165.1% | Added |
| Warren Averett Asset Management, LLC | 38,854 | $1.98M | 0.04% | +700+1.8% | Added |
| Redwood Investment Management, LLC | 38,796 | $1.98M | 0.18% | −8,133−17.3% | Reduced |
| Thrive Capital Management, LLC | 38,621 | $1.97M | 0.93% | −5,826−13.1% | Reduced |
| Greenleaf Trust | 38,192 | $1.95M | 0.02% | +2,440+6.8% | Added |
| Doliver Advisors, LP | 38,061 | $1.94M | 0.53% | −177−0.5% | Reduced |
| Wesbanco Bank Inc | 37,891 | $1.93M | 0.07% | +825+2.2% | Added |
| Green Square Capital Advisors LLC | 37,586 | $1.92M | 0.27% | −1,835−4.7% | Reduced |
| Geneos Wealth Management Inc. | 37,502 | $1.91M | 0.07% | +10,657+39.7% | Added |
| Wolverine Trading, LLC | 37,375 | $1.91M | 0.05% | −37,732−50.2% | Reduced |
| Meeder Advisory Services, Inc. | 37,380 | $1.91M | 0.12% | +2,453+7.0% | Added |
| J.W. Cole Advisors, Inc. | 37,379 | $1.91M | 0.08% | −1,461−3.8% | Reduced |
| Investors Asset Management of Georgia Inc | 36,611 | $1.87M | 0.88% | −25−0.1% | Reduced |
| Next Level Private LLC | 36,485 | $1.86M | 0.76% | +2,436+7.2% | Added |
| Northeast Financial Consultants Inc | 36,287 | $1.85M | 0.08% | +1,000+2.8% | Added |
| Washington Trust Bank | 36,154 | $1.85M | 0.18% | −40−0.1% | Reduced |
| Evergreen Capital Management LLC | 35,426 | $1.84M | 0.06% | +14,160+66.6% | Added |
| Valicenti Advisory Services Inc | 36,076 | $1.84M | 0.47% | 00.0% | Unchanged |
| TCW Group Inc | 36,018 | $1.84M | 0.02% | −714−1.9% | Reduced |
| Ellenbecker Investment Group | 35,935 | $1.84M | 0.35% | −2,616−6.8% | Reduced |
| Weinberger Asset Management, Inc | 35,814 | $1.83M | 0.78% | −262−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 35,425 | $1.81M | 0.10% | +1,941+5.8% | Added |
| CMG Global Holdings, LLC | 35,147 | $1.79M | 1.01% | +716+2.1% | Added |
| Essex Financial Services, Inc. | 35,740 | $1.79M | 0.13% | −8,232−18.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 34,942 | $1.78M | 0.03% | −47−0.1% | Reduced |
| Wedbush Securities Inc | 34,859 | $1.78M | 0.07% | +6,755+24.0% | Added |
| Koshinski Asset Management, Inc. | 34,724 | $1.77M | 0.15% | +89+0.3% | Added |
| Icon Wealth Advisors, LLC | 34,596 | $1.77M | 0.15% | +209+0.6% | Added |
| Central Pacific Bank - Trust Division | 34,553 | $1.76M | 0.22% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 34,431 | $1.76M | 0.35% | +11,937+53.1% | Added |
| Whitener Capital Management, Inc. | 34,420 | $1.76M | 0.50% | +3,830+12.5% | Added |
| Bluefin Capital Management, LLC | 34,300 | $1.75M | 0.71% | +18,731+120.3% | Added |
| Moloney Securities Asset Management, LLC | 34,250 | $1.75M | 0.23% | −5,128−13.0% | Reduced |
| Ausdal Financial Partners, Inc. | 34,132 | $1.74M | 0.18% | +1,677+5.2% | Added |
| Linden Thomas Advisory Services, LLC | 34,127 | $1.74M | 0.24% | −78−0.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 33,849 | $1.73M | 0.35% | −7,019−17.2% | Reduced |
| Salem Investment Counselors Inc | 33,075 | $1.72M | 0.05% | +939+2.9% | Added |
| Atom Investors LP | 33,669 | $1.72M | 0.18% | +3,903+13.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 33,658 | $1.72M | 0.68% | +562+1.7% | Added |
| Bleakley Financial Group, LLC | 33,437 | $1.71M | 0.05% | −656−1.9% | Reduced |
| Poehling Capital Management, LLC | 32,792 | $1.67M | 0.43% | −1,570−4.6% | Reduced |
| SageView Advisory Group, LLC | 32,775 | $1.67M | 0.08% | −1,531−4.5% | Reduced |
| Bogart Wealth, LLC | 32,491 | $1.66M | 0.08% | −14,696−31.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 32,444 | $1.66M | 0.02% | +1,003+3.2% | Added |
| Federated Hermes, Inc. | 32,393 | $1.65M | 0.00% | −9,162−22.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,182 | $1.64M | 0.07% | −1,921−5.6% | Reduced |
| King Luther Capital Management Corp | 32,148 | $1.64M | 0.01% | +20.0% | Added |
| Kavar Capital Partners Group, LLC | 31,935 | $1.63M | 0.26% | +250+0.8% | Added |
| OmniStar Financial Group, Inc. | 31,784 | $1.62M | 1.22% | +15,532+95.6% | Added |
| WP Advisors, LLC | 31,793 | $1.62M | 0.59% | −1,972−5.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 27,567 | $1.62M | 0.01% | −152,996−84.7% | Reduced |
| Bradley Foster & Sargent Inc | 31,610 | $1.61M | 0.03% | +6,300+24.9% | Added |
| Wetherby Asset Management Inc | 31,584 | $1.61M | 0.07% | −530−1.7% | Reduced |
| Shell Asset Management Co | 31,506 | $1.61M | 0.07% | +31,506 | New |
| Stratos Wealth Advisors, LLC | 31,465 | $1.61M | 0.07% | −66−0.2% | Reduced |
| Integrated Advisors Network LLC | 31,443 | $1.60M | 0.08% | +1,385+4.6% | Added |
| Thoroughbred Financial Services, LLC | 30,989 | $1.58M | 0.10% | −371−1.2% | Reduced |
| Cullinan Associates Inc | 32,177 | $1.58M | 0.09% | 00.0% | Unchanged |
| Summit Financial, LLC | 30,264 | $1.58M | 0.06% | +6,897+29.5% | Added |
| Brandywine Trust Co | 30,814 | $1.57M | 0.23% | 00.0% | Unchanged |
| Capital International Sarl | 30,727 | $1.57M | 0.04% | +5,112+20.0% | Added |
| Botty Investors LLC | 30,117 | $1.57M | 0.52% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 30,664 | $1.57M | 0.21% | +70.0% | Added |
| Mount Yale Investment Advisors, LLC | 30,528 | $1.56M | 0.15% | −1,643−5.1% | Reduced |
| Caldwell Trust Co | 30,480 | $1.56M | 0.16% | −93−0.3% | Reduced |
| First Hawaiian Bank | 30,424 | $1.55M | 0.05% | +6,817+28.9% | Added |
| Western Wealth Management, LLC | 29,945 | $1.53M | 0.09% | +301+1.0% | Added |
| IFP Advisors, Inc | 29,904 | $1.53M | 0.06% | −2,101−6.6% | Reduced |
| Daymark Wealth Partners, LLC | 29,828 | $1.52M | 0.06% | +236+0.8% | Added |
| Cornercap Investment Counsel Inc | 29,791 | $1.52M | 0.45% | −33,253−52.7% | Reduced |
| Means Investment Co., Inc. | 29,764 | $1.52M | 0.17% | −434−1.4% | Reduced |
| Marino, Stram & Associates LLC | 29,594 | $1.51M | 0.34% | +288+1.0% | Added |
| Oak Thistle LLC | 29,513 | $1.51M | 0.49% | +11,981+68.3% | Added |
| Lynch & Associates | 29,513 | $1.51M | 0.32% | +850+3.0% | Added |
| Winton Group Ltd | 29,391 | $1.50M | 0.11% | +29,391 | New |
| Signaturefd, LLC | 29,332 | $1.50M | 0.03% | +1,502+5.4% | Added |
| Fulton Bank, N.A. | 29,295 | $1.50M | 0.06% | −1,867−6.0% | Reduced |
| Exencial Wealth Advisors, LLC | 29,286 | $1.49M | 0.05% | −974−3.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 27,337 | $1.49M | 0.57% | +27,337 | New |
| Delta Financial Group, Inc. | 29,062 | $1.48M | 0.55% | +83+0.3% | Added |
| Nomura Holdings Inc | 28,971 | $1.48M | 0.01% | −156,865−84.4% | Reduced |
| HF Advisory Group, LLC | 28,917 | $1.48M | 0.69% | −1,458−4.8% | Reduced |
| Vista Investment Partners LLC | 28,746 | $1.47M | 0.47% | −340−1.2% | Reduced |
| Horizon Investments, LLC | 28,745 | $1.47M | 0.04% | −1,280−4.3% | Reduced |
| Shoker Investment Counsel, Inc. | 28,711 | $1.47M | 0.49% | −430−1.5% | Reduced |
| GAMMA Investing LLC | 28,656 | $1.46M | 0.15% | +7,994+38.7% | Added |