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 |
|---|---|---|---|---|---|
| Burns J W & Co Inc | 21,156 | $1.08M | 0.14% | −2,150−9.2% | Reduced |
| Finer Wealth Management, Inc. | 21,146 | $1.08M | 0.67% | +8,443+66.5% | Added |
| Beacon Financial Advisory LLC | 21,102 | $1.08M | 0.37% | −980−4.4% | Reduced |
| Sumitomo Life Insurance Co | 21,059 | $1.07M | 0.02% | +574+2.8% | Added |
| Dodge & Cox | 21,000 | $1.07M | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 20,852 | $1.06M | 0.13% | +1,289+6.6% | Added |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.06M | 0.25% | −50−0.2% | Reduced |
| Citizens Financial Group Inc | 20,397 | $1.06M | 0.02% | −1,468−6.7% | Reduced |
| Colonial River Wealth Management, LLC | 20,769 | $1.06M | 0.53% | −11,234−35.1% | Reduced |
| Chelsea Counsel Co | 20,300 | $1.06M | 0.52% | +1,465+7.8% | Added |
| Onyx Bridge Wealth Group LLC | 20,647 | $1.05M | 0.16% | −86−0.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 20,511 | $1.05M | 0.16% | −338−1.6% | Reduced |
| Sandy Spring Bank | 20,472 | $1.04M | 0.04% | −1,184−5.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 20,412 | $1.04M | 0.09% | −115−0.6% | Reduced |
| Ossiam | 20,403 | $1.04M | 0.02% | +5,906+40.7% | Added |
| Cidel Asset Management Inc | 20,360 | $1.04M | 0.07% | −342−1.7% | Reduced |
| Excalibur Management Corp | 20,317 | $1.04M | 0.40% | −504−2.4% | Reduced |
| BancorpSouth Bank | 20,302 | $1.04M | 0.07% | −72−0.4% | Reduced |
| ICW Investment Advisors LLC | 20,207 | $1.03M | 0.43% | −707−3.4% | Reduced |
| Charter Research & Investment Group, Inc. | 20,192 | $1.03M | 0.76% | −275−1.3% | Reduced |
| Exeter Financial, LLC | 20,159 | $1.03M | 0.46% | +60.0% | Added |
| Spreng Capital Management, Inc. | 20,113 | $1.03M | 0.48% | −7,973−28.4% | Reduced |
| First Nebraska Trust Co | 20,011 | $1.02M | 0.10% | +200+1.0% | Added |
| Rossmore Private Capital | 19,804 | $1.01M | 0.12% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 19,779 | $1.01M | 0.02% | −32,870−62.4% | Reduced |
| Financial Counselors Inc | 19,772 | $1.01M | 0.01% | −124−0.6% | Reduced |
| Larson Financial Group LLC | 19,645 | $1.00M | 0.06% | +10,509+115.0% | Added |
| Viewpoint Capital Management LLC | 19,535 | $997.3K | 0.56% | −71−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 19,465 | $993.5K | 0.01% | +318+1.7% | Added |
| Brophy Wealth Management, LLC | 19,463 | $993.4K | 0.36% | +19,463 | New |
| Crestwood Advisors Group LLC | 19,407 | $990.6K | 0.02% | −1,805−8.5% | Reduced |
| Sonora Investment Management Group, LLC | 19,355 | $987.9K | 0.07% | −7,600−28.2% | Reduced |
| ORG Partners LLC | 19,265 | $984.2K | 0.16% | −23,821−55.3% | Reduced |
| Kanawha Capital Management LLC | 19,211 | $980.5K | 0.07% | −480−2.4% | Reduced |
| WealthCare Investment Partners, LLC | 19,513 | $974.1K | 0.43% | +468+2.5% | Added |
| Westmount Partners, LLC | 19,074 | $973.5K | 0.29% | −426−2.2% | Reduced |
| KC Investment Advisors, LLC | 19,027 | $971.1K | 0.41% | +3,263+20.7% | Added |
| Franklin Street Advisors Inc | 18,986 | $969.0K | 0.07% | +167+0.9% | Added |
| Mill Capital Management, LLC | 18,963 | $967.9K | 0.08% | −4,046−17.6% | Reduced |
| Arete Wealth Advisors, LLC | 18,873 | $963.0K | 0.08% | +18,873 | New |
| Spears Abacus Advisors LLC | 18,835 | $961.3K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 18,805 | $959.8K | 0.12% | +18,805 | New |
| X-Square Capital, LLC | 18,797 | $959.0K | 0.42% | +891+5.0% | Added |
| Annex Advisory Services, LLC | 18,783 | $958.7K | 0.03% | −924−4.7% | Reduced |
| Pensionmark Financial Group, LLC | 18,777 | $958.4K | 0.03% | +5,593+42.4% | Added |
| Dudley Capital Management, LLC | 18,705 | $954.7K | 0.50% | +22+0.1% | Added |
| Walleye Capital LLC | 18,674 | $953.1K | 0.01% | −45,828−71.0% | Reduced |
| Smith, Moore & Co. | 18,651 | $952.0K | 0.09% | −448−2.3% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 18,599 | $949.3K | 0.59% | 00.0% | Unchanged |
| Financial Advisory Corp | 18,595 | $949.0K | 0.35% | +1,547+9.1% | Added |
| Lazari Capital Management, Inc. | 18,590 | $948.8K | 0.41% | −14,815−44.3% | Reduced |
| Widmann Financial Services, Inc. | 18,561 | $947.4K | 0.72% | +213+1.2% | Added |
| Colonial Trust Co | 18,542 | $946.4K | 0.15% | +8,706+88.5% | Added |
| StoneX Group Inc. | 18,192 | $944.7K | 0.07% | +2,491+15.9% | Added |
| Zhang Financial LLC | 18,454 | $941.9K | 0.06% | +202+1.1% | Added |
| Richard W. Paul & Associates, LLC | 18,199 | $928.9K | 0.33% | +68+0.4% | Added |
| Epoch Investment Partners, Inc. | 18,182 | $928.0K | 0.00% | −476−2.6% | Reduced |
| Independent Wealth Network Inc. | 17,972 | $917.3K | 0.41% | −114−0.6% | Reduced |
| Drucker Wealth 3.0, LLC | 17,967 | $917.1K | 0.22% | +133+0.7% | Added |
| LS Investment Advisors, LLC | 17,936 | $915.4K | 0.14% | +4,748+36.0% | Added |
| Terry L. Blaker | 17,925 | $914.9K | 0.03% | +7,563+73.0% | Added |
| Flputnam Investment Management Co | 17,039 | $913.2K | 0.02% | +3,577+26.6% | Added |
| Bartlett & Co. Wealth Management LLC | 17,418 | $906.8K | 0.01% | −456−2.6% | Reduced |
| Cortland Associates Inc | 17,731 | $905.0K | 0.11% | +318+1.8% | Added |
| Cigna Investments Inc | 17,634 | $900.0K | 0.16% | −250−1.4% | Reduced |
| Clarius Group, LLC | 17,655 | $899.3K | 0.06% | −936−5.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 17,619 | $899.3K | 0.19% | +17,619 | New |
| Sentry Investment Management LLC | 17,603 | $899.0K | 0.38% | +831+5.0% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $898.8K | 0.16% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 17,515 | $894.0K | 0.12% | +576+3.4% | Added |
| Ameritas Investment Partners, Inc. | 17,512 | $893.8K | 0.03% | −563−3.1% | Reduced |
| WealthPLAN Partners, LLC | 17,435 | $889.9K | 0.12% | −111−0.6% | Reduced |
| Mission Wealth Management, LP | 17,400 | $888.1K | 0.02% | +3,178+22.3% | Added |
| KLCM Advisors, Inc. | 17,357 | $885.9K | 0.11% | +149+0.9% | Added |
| North Star Investment Management Corp. | 17,323 | $884.2K | 0.06% | −79−0.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 17,299 | $882.9K | 0.01% | +202+1.2% | Added |
| Everett Harris & Co | 17,180 | $876.9K | 0.01% | +500+3.0% | Added |
| NBC Securities, Inc. | 17,181 | $876.0K | 0.07% | −1,533−8.2% | Reduced |
| DGS Capital Management, LLC | 17,153 | $875.5K | 0.24% | +9,054+111.8% | Added |
| TCG Advisory Services, LLC | 17,058 | $870.7K | 0.04% | +1,045+6.5% | Added |
| Carmichael Hill & Associates, Inc. | 16,993 | $867.3K | 0.32% | −122−0.7% | Reduced |
| Capital Advisors Inc | 16,948 | $865.0K | 0.02% | +431+2.6% | Added |
| Searle & Co. | 16,899 | $862.5K | 0.22% | −899−5.1% | Reduced |
| Intrust Bank NA | 16,854 | $860.2K | 0.09% | +1,168+7.4% | Added |
| Avidian Wealth Solutions, LLC | 16,841 | $859.6K | 0.04% | +272+1.6% | Added |
| Klingenstein Fields & Co LP | 16,803 | $857.6K | 0.03% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 16,701 | $852.4K | 0.10% | −1,218−6.8% | Reduced |
| Inscription Capital, LLC | 16,683 | $851.5K | 0.13% | −1,891−10.2% | Reduced |
| WCG Wealth Advisors LLC | 16,668 | $851.0K | 0.06% | +1,177+7.6% | Added |
| Pure Financial Advisors, Inc. | 16,652 | $849.9K | 0.02% | +9,155+122.1% | Added |
| Moody Lynn & Lieberson, LLC | 16,650 | $849.8K | 0.05% | −22−0.1% | Reduced |
| Loomis Sayles & Co L P | 16,641 | $849.0K | 0.00% | +6,907+71.0% | Added |
| V-Square Quantitative Management LLC | 16,451 | $839.7K | 0.12% | +4,238+34.7% | Added |
| American Financial & Tax Strategies Inc | 16,447 | $839.5K | 0.43% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 16,442 | $839.2K | 0.33% | +298+1.8% | Added |
| Mainstay Capital Management LLC | 16,429 | $838.5K | 0.14% | +16,429 | New |
| Grove Bank & Trust | 16,341 | $834.0K | 0.12% | −2,399−12.8% | Reduced |
| CoreFirst Bank & Trust | 16,300 | $832.0K | 0.48% | −45−0.3% | Reduced |
| Continuum Advisory, LLC | 15,006 | $831.2K | 0.11% | +1,671+12.5% | Added |
| Eastern Bank | 16,225 | $828.1K | 0.01% | +16,225 | New |