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
- 1,996
- +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 | 2,575 | $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 |
|---|---|---|---|---|---|
| WFA Asset Management Corp | 28,595 | $1.46M | 0.79% | +4,933+20.8% | Added |
| First City Capital Management, Inc. | 28,547 | $1.46M | 0.75% | −861−2.9% | Reduced |
| Silverlake Wealth Management LLC | 28,327 | $1.45M | 0.56% | +1,825+6.9% | Added |
| Perigon Wealth Management, LLC | 28,156 | $1.44M | 0.04% | −615−2.1% | Reduced |
| Applied Capital LLC | 28,147 | $1.44M | 1.12% | −223−0.8% | Reduced |
| Berkeley Capital Partners, LLC | 27,987 | $1.43M | 0.41% | +44+0.2% | Added |
| Delta Capital Management LLC | 27,670 | $1.41M | 0.81% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 27,658 | $1.41M | 1.35% | +27,658 | New |
| Jump Financial, LLC | 27,654 | $1.41M | 0.03% | +13,303+92.7% | Added |
| North Star Asset Management Inc | 27,600 | $1.41M | 0.06% | −1,090−3.8% | Reduced |
| United Advisor Group, LLC | 27,560 | $1.41M | 0.32% | +3,663+15.3% | Added |
| Crestline Management, LP | 27,523 | $1.40M | 0.08% | −62,777−69.5% | Reduced |
| Focused Wealth Management, Inc | 27,507 | $1.40M | 0.19% | +63+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,317 | $1.39M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 27,317 | $1.39M | 0.01% | +27,317 | New |
| Kingswood Wealth Advisors, LLC | 27,156 | $1.39M | 0.10% | +8,861+48.4% | Added |
| First Foundation Advisors | 27,044 | $1.38M | 0.05% | −475−1.7% | Reduced |
| Hohimer Wealth Management, LLC | 27,018 | $1.38M | 0.30% | 00.0% | Unchanged |
| Norden Group LLC | 27,012 | $1.38M | 0.16% | +12,037+80.4% | Added |
| Buckingham Strategic Partners | 26,917 | $1.37M | 0.03% | +2,362+9.6% | Added |
| Keudell/Morrison Wealth Management | 26,866 | $1.37M | 0.37% | −425−1.6% | Reduced |
| Griffin Asset Management, Inc. | 26,795 | $1.37M | 0.15% | +5,544+26.1% | Added |
| GoalVest Advisory LLC | 26,778 | $1.37M | 0.39% | +1,774+7.1% | Added |
| Left Brain Wealth Management, LLC | 26,776 | $1.37M | 0.64% | +35+0.1% | Added |
| XML Financial, LLC | 26,589 | $1.36M | 0.13% | −697−2.6% | Reduced |
| Radnor Capital Management, LLC | 26,496 | $1.35M | 0.20% | +300+1.1% | Added |
| Kovack Advisors, Inc. | 26,426 | $1.35M | 0.14% | −667−2.5% | Reduced |
| Burford Brothers, Inc. | 26,346 | $1.34M | 0.70% | +584+2.3% | Added |
| Keynote Financial Services LLC | 26,284 | $1.34M | 1.02% | 00.0% | Unchanged |
| Greenfield Savings Bank | 26,226 | $1.34M | 0.63% | −50−0.2% | Reduced |
| Leonteq Securities AG | 26,209 | $1.34M | 0.16% | +15,271+139.6% | Added |
| Gsa Capital Partners LLP | 26,123 | $1.33M | 0.10% | +5,719+28.0% | Added |
| Cascade Investment Group, Inc. | 26,109 | $1.33M | 0.98% | −350−1.3% | Reduced |
| Narwhal Capital Management | 26,065 | $1.33M | 0.12% | 00.0% | Unchanged |
| Agf Management Ltd | 26,011 | $1.33M | 0.01% | −3,644−12.3% | Reduced |
| Wedgewood Investors Inc | 25,760 | $1.31M | 1.44% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 25,664 | $1.31M | 0.06% | +1,321+5.4% | Added |
| HBK Sorce Advisory LLC | 25,563 | $1.30M | 0.04% | −436−1.7% | Reduced |
| Rehmann Capital Advisory Group | 25,397 | $1.30M | 0.08% | +485+1.9% | Added |
| Capital CS Group, LLC | 25,372 | $1.30M | 1.56% | +110.0% | Added |
| Logan Capital Management Inc | 25,219 | $1.29M | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 25,189 | $1.29M | 0.05% | +5,387+27.2% | Added |
| Ronald Blue Trust, Inc. | 28,058 | $1.28M | 0.02% | +15,500+123.4% | Added |
| Manning & Napier Advisors LLC | 25,000 | $1.28M | 0.01% | −35,000−58.3% | Reduced |
| Madden Securities Corp | 24,907 | $1.27M | 0.55% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 24,900 | $1.27M | 0.33% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 24,820 | $1.27M | 0.02% | +12,319+98.5% | Added |
| Scientech Research LLC | 24,817 | $1.27M | 0.25% | +24,817 | New |
| Certified Advisory Corp | 24,645 | $1.26M | 0.14% | +666+2.8% | Added |
| Moody National Bank Trust Division | 24,607 | $1.26M | 0.13% | +3,170+14.8% | Added |
| Wealth Alliance Advisory Group, LLC | 24,591 | $1.26M | 0.26% | +1,182+5.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 24,582 | $1.25M | 0.26% | −340−1.4% | Reduced |
| Atlas Capital Advisors LLC | 24,557 | $1.25M | 0.19% | +1,207+5.2% | Added |
| Alpha Cubed Investments, LLC | 24,249 | $1.24M | 0.06% | +54+0.2% | Added |
| Flagship Harbor Advisors, LLC | 24,214 | $1.24M | 0.07% | −987−3.9% | Reduced |
| First Horizon Advisors, Inc. | 24,186 | $1.23M | 0.03% | −857−3.4% | Reduced |
| Simplicity Wealth,LLC | 24,149 | $1.23M | 0.11% | −32,036−57.0% | Reduced |
| Focus Financial Network, Inc. | 23,651 | $1.23M | 0.05% | −1,160−4.7% | Reduced |
| Groupama Asset Managment | 59,004 | $1.22M | 0.03% | −15,248−20.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 23,850 | $1.22M | 0.09% | +7,142+42.7% | Added |
| Leavell Investment Management, Inc. | 23,122 | $1.20M | 0.06% | +454+2.0% | Added |
| VeraBank, N.A. | 23,506 | $1.20M | 0.35% | +8,534+57.0% | Added |
| Spire Wealth Management | 23,327 | $1.19M | 0.04% | −2,121−8.3% | Reduced |
| Precedent Wealth Partners, LLC | 23,301 | $1.19M | 0.39% | +23,301 | New |
| CSS LLC | 23,200 | $1.18M | 0.07% | −10,000−30.1% | Reduced |
| Fiduciary Trust Co | 23,188 | $1.18M | 0.02% | −1,775−7.1% | Reduced |
| Lee Danner & Bass Inc | 23,080 | $1.18M | 0.08% | +250+1.1% | Added |
| Park National Corp | 23,030 | $1.18M | 0.04% | −822−3.4% | Reduced |
| Traynor Capital Management, Inc. | 22,979 | $1.17M | 0.10% | +657+2.9% | Added |
| Clear Creek Financial Management, LLC | 22,912 | $1.17M | 0.13% | −400−1.7% | Reduced |
| Rothschild Investment LLC | 22,885 | $1.17M | 0.08% | −68−0.3% | Reduced |
| Berkshire Asset Management LLC | 25,620 | $1.17M | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 22,861 | $1.17M | 0.09% | +98+0.4% | Added |
| Vise Technologies, Inc. | 22,824 | $1.16M | 0.15% | +205+0.9% | Added |
| Ignite Planners, LLC | 22,697 | $1.16M | 0.27% | −1,467−6.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 22,485 | $1.15M | 0.27% | −20.0% | Reduced |
| Semmax Financial Advisors Inc. | 21,036 | $1.15M | 0.31% | +612+3.0% | Added |
| Leisure Capital Management | 22,291 | $1.14M | 0.49% | +169+0.8% | Added |
| One Capital Management, LLC | 22,240 | $1.14M | 0.04% | −17−0.1% | Reduced |
| Clarity Financial LLC | 22,194 | $1.13M | 0.13% | +3,102+16.2% | Added |
| Crawford Investment Counsel Inc | 22,181 | $1.13M | 0.02% | −3,075−12.2% | Reduced |
| Close Asset Management Ltd | 22,118 | $1.13M | 0.03% | −2,271−9.3% | Reduced |
| Kowal Investment Group, LLC | 22,040 | $1.12M | 0.21% | −1,347−5.8% | Reduced |
| Paragon Financial Partners, Inc. | 21,978 | $1.12M | 0.82% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 21,867 | $1.12M | 0.20% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 21,857 | $1.12M | 0.44% | +1,213+5.9% | Added |
| Morningstar Investment Management LLC | 22,341 | $1.11M | 0.11% | −254−1.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 21,796 | $1.11M | 0.51% | +188+0.9% | Added |
| Hexagon Capital Partners LLC | 21,648 | $1.10M | 0.22% | −1,081−4.8% | Reduced |
| GTS Securities LLC | 21,635 | $1.10M | 0.02% | −104,010−82.8% | Reduced |
| Qtron Investments LLC | 21,601 | $1.10M | 0.15% | 00.0% | Unchanged |
| Center For Asset Management LLC | 21,565 | $1.10M | 0.66% | +845+4.1% | Added |
| Private Portfolio Partners LLC | 21,512 | $1.10M | 0.21% | −4,195−16.3% | Reduced |
| Modera Wealth Management, LLC | 21,461 | $1.10M | 0.01% | +1,953+10.0% | Added |
| Quilter Plc | 21,300 | $1.09M | 0.02% | −2,000−8.6% | Reduced |
| AdvisorNet Financial, Inc | 21,293 | $1.09M | 0.08% | +2,983+16.3% | Added |
| Welch & Forbes LLC | 21,245 | $1.08M | 0.01% | +437+2.1% | Added |
| Schonfeld Strategic Advisors LLC | 21,229 | $1.08M | 0.01% | −9,050−29.9% | Reduced |
| Plan Group Financial, LLC | 21,223 | $1.08M | 0.57% | +1,680+8.6% | Added |
| HCR Wealth Advisors | 21,191 | $1.08M | 0.14% | −74−0.3% | Reduced |