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, Q2 2023
Institutional positions in Altria Group, Inc. as of Jun 30, 2023. 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
- 1,885
- +23 vs. Q1 2023
- Shares held
- 1.05B
- −583.2K (−0.1%) vs. Q1 2023
- Total value
- $47.5B
- +$673.2M (+1.4%) vs. Q1 2023
- New holders
- 120
- 768 more added
- Sold out
- 97
- 711 more reduced
15 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 37 | $2 | 0.00% | +37 | New |
| Comerica Bank | 1,177,257 | $72 | 0.01% | +1,177,257 | New |
| West Financial Advisors, LLC | 3 | $136 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 7 | $317 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 25 | $1.13K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 27 | $1.24K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 33 | $1.50K | 0.00% | −178−84.4% | Reduced |
| Creative Capital Management Investments LLC | 33 | $1.50K | 0.00% | +33 | New |
| New Millennium Group LLC | 36 | $1.63K | 0.00% | −253−87.5% | Reduced |
| Adirondack Retirement Specialists, Inc. | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 51 | $2.00K | 0.00% | −120−70.2% | Reduced |
| HBC Financial Services, PLLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 45 | $2.00K | 0.00% | +45 | New |
| Country Trust Bank | 46 | $2.08K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 58 | $2.63K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 74 | $3.35K | 0.00% | +39+111.4% | Added |
| NewSquare Capital LLC | 75 | $3.40K | 0.00% | −656−89.7% | Reduced |
| Trifecta Capital Advisors, LLC | 79 | $3.58K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 80 | $3.64K | 0.00% | +80 | New |
| Disciplined Investments, LLC | 83 | $3.76K | 0.00% | −992−92.3% | Reduced |
| Rise Advisors, LLC | 89 | $4.02K | 0.00% | −47−34.6% | Reduced |
| PayPay Securities Corp | 89 | $4.03K | 0.25% | +1+1.1% | Added |
| Mascoma Wealth Management LLC | 100 | $4.42K | 0.00% | −100−50.0% | Reduced |
| Northwest Investment Counselors, LLC | 100 | $4.53K | 0.00% | −100−50.0% | Reduced |
| Core Wealth Advisors, Inc. | 111 | $5.03K | 0.00% | −1,079−90.7% | Reduced |
| Robinswood Financial LLC | 114 | $5.18K | 0.00% | +114 | New |
| SkyView Investment Advisors, LLC | 138 | $6.00K | 0.00% | +72+109.1% | Added |
| Emfo, LLC | 150 | $6.79K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 160 | $7.25K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 162 | $7.35K | 0.00% | +159+5,300.0% | Added |
| Annapolis Financial Services, LLC | 167 | $7.57K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 170 | $8.00K | 0.00% | −464−73.2% | Reduced |
| HighMark Wealth Management LLC | 186 | $8.41K | 0.01% | +100+116.3% | Added |
| Activest Wealth Management | 191 | $9.38K | 0.01% | +4+2.1% | Added |
| 1832 Asset Management L.P. | 215 | $9.74K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 207 | $10.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 225 | $10.2K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 225 | $10.2K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 226 | $10.2K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 227 | $10.3K | 0.03% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 245 | $11.1K | 0.01% | −191−43.8% | Reduced |
| V-Square Quantitative Management LLC | 247 | $11.2K | 0.01% | +247 | New |
| Blume Capital Management, Inc. | 252 | $11.4K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 253 | $11.5K | 3.71% | +253 | New |
| Beaird Harris Wealth Management, LLC | 255 | $11.6K | 0.00% | −100−28.2% | Reduced |
| Ridgewood Investments LLC | 263 | $11.9K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 265 | $12.0K | 0.01% | −670−71.7% | Reduced |
| Tradewinds Capital Management, LLC | 300 | $13.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $13.6K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 301 | $13.6K | 0.00% | +1+0.3% | Added |
| Fairfield Financial Advisors, LTD | 303 | $13.7K | 0.01% | +6+2.0% | Added |
| Perkins Coie Trust Co | 308 | $13.9K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 308 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 313 | $14.2K | 0.00% | +313 | New |
| NVWM, LLC | 330 | $14.9K | 0.00% | +30+10.0% | Added |
| Safeguard Financial, LLC | 352 | $15.0K | 0.01% | +352 | New |
| VisionPoint Advisory Group, LLC | 337 | $15.3K | 0.01% | −10,058−96.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 352 | $15.9K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 354 | $16.0K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 375 | $17.0K | 0.01% | +375 | New |
| TD Capital Management LLC | 382 | $17.3K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 383 | $17.4K | 0.02% | −300−43.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 400 | $17.4K | 0.00% | −1,456−78.4% | Reduced |
| Private Ocean, LLC | 385 | $17.4K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 391 | $17.7K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 386 | $17.8K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 396 | $17.9K | 0.02% | +7+1.8% | Added |
| Ogorek Anthony Joseph | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 404 | $18.0K | 0.01% | −5,400−93.0% | Reduced |
| Financial Freedom, LLC | 398 | $18.0K | 0.01% | +6+1.5% | Added |
| McIlrath & Eck, LLC | 403 | $18.3K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 407 | $18.4K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 409 | $18.5K | 0.00% | −71−14.8% | Reduced |
| Copeland Capital Management, LLC | 413 | $18.7K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 420 | $19.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 425 | $19.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 430 | $19.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 433 | $19.6K | 0.01% | +9+2.1% | Added |
| Pittenger & Anderson Inc | 500 | $22.6K | 0.00% | +200+66.7% | Added |
| St. Johns Investment Management Company, LLC | 500 | $22.6K | 0.01% | +500 | New |
| Bromfield Sneider Wealth Advisors | 519 | $23.5K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 532 | $24.1K | 0.02% | −100−15.8% | Reduced |
| Bourgeon Capital Management LLC | 542 | $24.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 550 | $24.9K | 0.01% | −1,224−69.0% | Reduced |
| Tower View Investment Management & Research LLC | 546 | $25.0K | 0.02% | −392−41.8% | Reduced |
| Global Financial Private Client, LLC | 559 | $25.7K | 0.01% | −369−39.8% | Reduced |
| Pacifica Partners Inc. | 564 | $25.9K | 0.01% | +7+1.3% | Added |
| Gleason Group, Inc. | 580 | $26.3K | 0.01% | +12+2.1% | Added |
| Lumature Wealth Partners, LLC | 583 | $26.4K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 587 | $26.6K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 595 | $27.0K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 600 | $27.2K | 0.03% | +600 | New |
| Ritter Daniher Financial Advisory LLC | 600 | $27.2K | 0.01% | −400−40.0% | Reduced |
| West Paces Advisors Inc. | 607 | $27.5K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 620 | $27.5K | 0.03% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 650 | $29.4K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 665 | $30.1K | 0.03% | +665 | New |
| AllSquare Wealth Management LLC | 701 | $31.1K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 695 | $31.5K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 700 | $31.7K | 0.02% | +100+16.7% | Added |