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 |
|---|---|---|---|---|---|
| Brooks, Moore & Associates, Inc. | 13,855 | $628.0K | 0.44% | +100+0.7% | Added |
| Naples Global Advisors, LLC | 13,627 | $629.7K | 0.07% | +62+0.5% | Added |
| Girard Partners Ltd. | 13,959 | $632.4K | 0.07% | +507+3.8% | Added |
| Endurance Wealth Management, Inc. | 14,000 | $634.0K | 0.09% | −1,000−6.7% | Reduced |
| Old Point Trust & Financial Services N A | 13,996 | $634.0K | 0.26% | 00.0% | Unchanged |
| Terrapin Asset Management, LLC | 14,000 | $634.2K | 0.89% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 14,100 | $639.0K | 0.08% | +14,100 | New |
| Raab & Moskowitz Asset Management LLC | 14,109 | $639.1K | 0.22% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 14,114 | $639.4K | 0.05% | −19,404−57.9% | Reduced |
| Continuum Advisory, LLC | 14,117 | $639.5K | 0.10% | +679+5.1% | Added |
| Onyx Bridge Wealth Group LLC | 14,154 | $641.2K | 0.15% | +2,348+19.9% | Added |
| Wolff Financial Management LLC | 14,203 | $643.0K | 0.56% | +20.0% | Added |
| Westwood Holdings Group Inc. | 14,243 | $645.0K | 0.01% | −1,189−7.7% | Reduced |
| Signature Wealth Management Partners, LLC | 14,346 | $649.9K | 0.60% | +177+1.2% | Added |
| Dakota Wealth Management | 14,373 | $651.1K | 0.03% | +569+4.1% | Added |
| TRUE Private Wealth Advisors | 14,399 | $652.3K | 0.10% | +100+0.7% | Added |
| Marco Investment Management LLC | 14,462 | $655.1K | 0.07% | +1,100+8.2% | Added |
| Alpha Omega Wealth Management LLC | 14,493 | $656.5K | 0.11% | −303−2.0% | Reduced |
| Vise Technologies, Inc. | 14,498 | $656.7K | 0.16% | +156+1.1% | Added |
| Capital Analysts, LLC | 14,512 | $657.0K | 0.04% | +166+1.2% | Added |
| Burns Matteson Capital Management, LLC | 14,532 | $658.3K | 0.40% | +14,532 | New |
| Straight Path Wealth Management | 14,572 | $660.1K | 0.45% | −257−1.7% | Reduced |
| Dorchester Wealth Management Co | 14,599 | $661.3K | 0.13% | +50.0% | Added |
| Exchange Bank | 14,623 | $662.4K | 0.64% | +14,623 | New |
| Cornerstone Advisory, LLC | 14,655 | $663.9K | 0.12% | +120+0.8% | Added |
| Summit X, LLC | 14,696 | $665.9K | 0.16% | +597+4.2% | Added |
| Pettyjohn, Wood & White, Inc | 14,753 | $668.3K | 0.16% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 14,701 | $670.1K | 0.26% | +230+1.6% | Added |
| Washington Trust Advisors, Inc. | 14,818 | $671.3K | 0.07% | −2,400−13.9% | Reduced |
| Hexagon Capital Partners LLC | 14,894 | $674.7K | 0.18% | +861+6.1% | Added |
| Meridian Wealth Management, LLC | 14,936 | $676.6K | 0.06% | −190−1.3% | Reduced |
| Romano Brothers and Company | 14,976 | $678.4K | 0.10% | −475−3.1% | Reduced |
| Horst & Graben Wealth Management LLC | 14,995 | $679.0K | 0.16% | −868−5.5% | Reduced |
| Compagnie Lombard Odier SCmA | 15,000 | $679.5K | 0.02% | +15,000 | New |
| Siemens Fonds Invest GmbH | 15,140 | $682.5K | 0.07% | 00.0% | Unchanged |
| VeraBank, N.A. | 15,087 | $683.4K | 0.26% | −300−1.9% | Reduced |
| Kendall Capital Management | 15,097 | $684.0K | 0.30% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 15,100 | $684.0K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 15,100 | $684.1K | 0.04% | +2,088+16.0% | Added |
| Capital City Trust Co | 15,121 | $685.0K | 0.21% | +2,833+23.1% | Added |
| Loomis Sayles & Co L P | 15,164 | $687.0K | 0.00% | +4,328+39.9% | Added |
| Allegheny Financial Group LTD | 15,194 | $688.3K | 0.33% | −534−3.4% | Reduced |
| Consolidated Planning Corp | 15,279 | $692.2K | 0.15% | +15,279 | New |
| Kistler-Tiffany Companies, LLC | 15,392 | $697.3K | 0.11% | +1,378+9.8% | Added |
| PFG Investments, LLC | 15,624 | $707.8K | 0.13% | +2,053+15.1% | Added |
| Summit Trail Advisors, LLC | 15,271 | $708.0K | 0.03% | +1,824+13.6% | Added |
| Madden Securities Corp | 15,632 | $708.1K | 0.36% | +4,776+44.0% | Added |
| Gables Capital Management Inc. | 15,640 | $708.5K | 0.46% | +115+0.7% | Added |
| Delta Asset Management LLC | 15,684 | $710.5K | 0.07% | +450+3.0% | Added |
| Cambria Investment Management, L.P. | 15,750 | $713.5K | 0.06% | −2,250−12.5% | Reduced |
| Everett Harris & Co | 15,875 | $719.1K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 15,875 | $719.2K | 0.06% | +30.0% | Added |
| Sanders Morris Harris LLC | 15,772 | $720.6K | 0.16% | +6,855+76.9% | Added |
| Magnolia Capital Advisors LLC | 15,986 | $724.2K | 0.36% | +602+3.9% | Added |
| Beacon Financial Advisory LLC | 15,992 | $724.4K | 0.42% | −896−5.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 15,992 | $724.5K | 0.27% | +10.0% | Added |
| Bahl & Gaynor Inc | 16,037 | $726.5K | 0.00% | +790+5.2% | Added |
| Westbourne Investment Advisors, Inc. | 16,099 | $729.0K | 0.33% | 00.0% | Unchanged |
| Fiduciary Group LLC | 16,112 | $729.9K | 0.09% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 16,129 | $730.6K | 0.52% | −841−5.0% | Reduced |
| FLC Capital Advisors | 16,222 | $734.9K | 0.21% | +5,332+49.0% | Added |
| Boston Family Office LLC | 16,334 | $740.0K | 0.06% | 00.0% | Unchanged |
| Columbia Asset Management | 16,380 | $742.0K | 0.16% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 16,413 | $743.5K | 0.13% | +6,929+73.1% | Added |
| Cortland Associates Inc | 16,513 | $748.0K | 0.12% | −3,636−18.0% | Reduced |
| Patten & Patten Inc | 16,532 | $748.9K | 0.06% | +3,420+26.1% | Added |
| Gulf International Bank (UK) Ltd | 16,543 | $749.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 16,544 | $749.4K | 0.04% | +4,467+37.0% | Added |
| Symmetry Partners, LLC | 16,574 | $751.0K | 0.04% | −64,316−79.5% | Reduced |
| Quadrant Capital Group LLC | 16,597 | $752.2K | 0.07% | +105+0.6% | Added |
| Tufton Capital Management | 16,614 | $752.6K | 0.16% | −1,960−10.6% | Reduced |
| First National Bank & Trust Co of Newtown | 16,645 | $753.8K | 0.16% | −540−3.1% | Reduced |
| Dark Forest Capital Management LP | 16,743 | $758.5K | 0.08% | +16,743 | New |
| Centaurus Financial, Inc. | 16,747 | $759.0K | 0.07% | −23,492−58.4% | Reduced |
| Courier Capital LLC | 16,793 | $760.7K | 0.06% | +11,531+219.1% | Added |
| TD Private Client Wealth LLC | 16,838 | $762.8K | 0.03% | −452−2.6% | Reduced |
| Gibraltar Capital Management, Inc. | 16,860 | $763.8K | 0.34% | +81+0.5% | Added |
| Thomasville National Bank | 16,894 | $765.3K | 0.07% | +273+1.6% | Added |
| Moody Lynn & Lieberson, LLC | 16,921 | $766.5K | 0.06% | −170−1.0% | Reduced |
| Sonen Capital LLC | 17,000 | $770.1K | 1.28% | −396−2.3% | Reduced |
| Patton Albertson Miller Group, LLC | 17,023 | $771.1K | 0.15% | −3,236−16.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 17,024 | $771.2K | 0.03% | −2,740−13.9% | Reduced |
| Eagle Global Advisors LLC | 17,029 | $771.4K | 0.05% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 17,056 | $772.6K | 0.46% | +1,181+7.4% | Added |
| MTM Investment Management, LLC | 17,065 | $773.0K | 0.38% | +70.0% | Added |
| Newbridge Financial Services Group, Inc. | 17,081 | $773.8K | 0.38% | +1,450+9.3% | Added |
| Bank of Hawaii | 17,086 | $774.0K | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 17,090 | $774.2K | 0.09% | +17,090 | New |
| Plimoth Trust Co LLC | 17,160 | $777.3K | 0.23% | −375−2.1% | Reduced |
| CWS Financial Advisors, LLC | 17,244 | $781.1K | 0.30% | +211+1.2% | Added |
| HCR Wealth Advisors | 17,267 | $782.2K | 0.14% | −401−2.3% | Reduced |
| David Loasby | 16,981 | $782.6K | 0.09% | +4,343+34.4% | Added |
| Patron Partners Advisors, LLC | 17,289 | $783.2K | 0.55% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 17,326 | $784.9K | 0.37% | −518−2.9% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 17,389 | $787.7K | 0.91% | −5,540−24.2% | Reduced |
| LMCG Investments, LLC | 17,413 | $788.8K | 0.05% | −1,948−10.1% | Reduced |
| Eudaimonia Partners, LLC | 17,423 | $789.3K | 0.18% | +205+1.2% | Added |
| Imprint Wealth LLC | 17,120 | $791.1K | 0.50% | +1,141+7.1% | Added |
| Cozad Asset Management Inc | 17,485 | $792.1K | 0.10% | +469+2.8% | Added |
| Insigneo Advisory Services, LLC | 17,160 | $793.4K | 0.15% | +17,160 | New |