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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 17,327 | $796.7K | 0.14% | −1,127−6.1% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $797.7K | 0.20% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 17,668 | $800.4K | 0.63% | 00.0% | Unchanged |
| Inceptionr LLC | 17,694 | $801.5K | 0.43% | −14,551−45.1% | Reduced |
| Nwam LLC | 17,810 | $806.8K | 0.07% | +899+5.3% | Added |
| Joel Isaacson & Co., LLC | 17,829 | $807.7K | 0.05% | −306−1.7% | Reduced |
| Moser Wealth Advisors, LLC | 17,858 | $809.0K | 0.54% | +17,858 | New |
| KLCM Advisors, Inc. | 17,858 | $809.0K | 0.16% | +23+0.1% | Added |
| Lindbrook Capital, LLC | 17,890 | $810.4K | 0.09% | −50.0% | Reduced |
| Warren Averett Asset Management, LLC | 17,902 | $811.0K | 0.04% | +203+1.1% | Added |
| Executive Wealth Group LLC | 17,903 | $811.0K | 0.55% | +422+2.4% | Added |
| Titleist Asset Management, LLC | 17,918 | $811.7K | 0.16% | −2,097−10.5% | Reduced |
| North Star Investment Management Corp. | 18,074 | $818.8K | 0.07% | +18+0.1% | Added |
| WealthCare Investment Partners, LLC | 17,818 | $819.3K | 0.50% | +1,920+12.1% | Added |
| Griffin Asset Management, Inc. | 18,086 | $819.3K | 0.11% | −16,184−47.2% | Reduced |
| Exeter Financial, LLC | 18,071 | $824.8K | 0.43% | +855+5.0% | Added |
| Quintet Private Bank (Europe) S.A. | 18,053 | $829.0K | 0.04% | −298−1.6% | Reduced |
| Mork Capital Management, LLC | 18,410 | $834.0K | 0.64% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 18,415 | $834.2K | 0.08% | +21+0.1% | Added |
| Fiduciary Trust Co | 18,462 | $836.3K | 0.01% | −793−4.1% | Reduced |
| Woodward Diversified Capital, LLC | 18,503 | $838.2K | 0.63% | −451−2.4% | Reduced |
| Chicago Trust Co NA | 18,511 | $838.5K | 0.20% | +301+1.7% | Added |
| Taylor Hoffman Wealth Management | 18,538 | $839.8K | 0.42% | −750−3.9% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 18,413 | $841.3K | 0.65% | +18,413 | New |
| Klingenstein Fields & Co LP | 18,602 | $842.7K | 0.04% | −600−3.1% | Reduced |
| Tradition Wealth Management, LLC | 18,705 | $847.0K | 0.10% | +525+2.9% | Added |
| Diversified Trust Co | 18,702 | $847.2K | 0.03% | −5,828−23.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 18,638 | $849.5K | 0.33% | +1,969+11.8% | Added |
| Mitchell Sinkler & Starr | 18,802 | $851.7K | 0.24% | 00.0% | Unchanged |
| Bailard, Inc. | 18,809 | $852.0K | 0.03% | +2,220+13.4% | Added |
| Capital Advisors Inc | 18,856 | $854.2K | 0.02% | −1,763−8.6% | Reduced |
| Zhang Financial LLC | 18,873 | $854.9K | 0.09% | −360−1.9% | Reduced |
| Clarius Group, LLC | 18,908 | $856.5K | 0.07% | +301+1.6% | Added |
| Legacy Capital Group California, Inc. | 19,025 | $861.8K | 0.35% | +537+2.9% | Added |
| GoalVest Advisory LLC | 19,031 | $862.1K | 0.44% | −5,719−23.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 19,049 | $862.9K | 0.03% | −612−3.1% | Reduced |
| Franklin Street Advisors Inc | 19,089 | $865.0K | 0.07% | 00.0% | Unchanged |
| Cambridge Trust Co | 19,188 | $869.2K | 0.04% | +1,100+6.1% | Added |
| Hoylecohen, LLC | 19,237 | $871.4K | 0.08% | −436−2.2% | Reduced |
| Taurus Asset Management, LLC | 19,285 | $873.6K | 0.10% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 19,447 | $881.0K | 0.02% | +2,726+16.3% | Added |
| Ameritas Advisory Services, LLC | 19,216 | $883.6K | 0.11% | −20,373−51.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 19,515 | $884.0K | 0.44% | +339+1.8% | Added |
| Spears Abacus Advisors LLC | 19,560 | $886.1K | 0.07% | −36,570−65.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 19,619 | $888.7K | 0.03% | −524−2.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 19,701 | $892.4K | 0.52% | +782+4.1% | Added |
| Widmann Financial Services, Inc. | 19,733 | $893.9K | 0.86% | −334−1.7% | Reduced |
| Bath Savings Trust Co | 19,736 | $894.0K | 0.10% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 19,745 | $894.4K | 1.01% | +397+2.1% | Added |
| Bartlett & Co. LLC | 19,386 | $896.0K | 0.02% | +5,505+39.7% | Added |
| Bartlett & Co. Wealth Management LLC | 19,386 | $896.4K | 0.02% | +5,505+39.7% | Added |
| Duff & Phelps Investment Management Co | 19,804 | $897.1K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 19,588 | $899.0K | 0.09% | +6,441+49.0% | Added |
| Keating Investment Counselors Inc | 19,860 | $899.7K | 0.33% | −127,613−86.5% | Reduced |
| Beaton Management Co. Inc. | 19,865 | $900.0K | 0.57% | +30+0.2% | Added |
| Focus Financial Network, Inc. | 19,468 | $903.8K | 0.05% | −2,251−10.4% | Reduced |
| Checchi Capital Advisers, LLC | 20,107 | $910.8K | 0.08% | −799−3.8% | Reduced |
| First Nebraska Trust Co | 20,130 | $911.9K | 0.11% | +625+3.2% | Added |
| Viewpoint Capital Management LLC | 20,152 | $912.9K | 0.71% | +810+4.2% | Added |
| Bramshill Investments, LLC | 20,168 | $913.6K | 0.08% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 20,201 | $915.1K | 0.19% | +2,558+14.5% | Added |
| Philadelphia Trust Co | 20,337 | $921.0K | 0.09% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 20,359 | $922.3K | 0.27% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 20,360 | $922.3K | 0.10% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 20,384 | $923.4K | 0.02% | −43,562−68.1% | Reduced |
| Rossmore Private Capital | 20,752 | $940.1K | 0.14% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 20,792 | $941.9K | 0.04% | −818−3.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,935 | $948.4K | 0.25% | −50−0.2% | Reduced |
| American Century Companies Inc | 20,950 | $949.0K | 0.00% | −50.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 20,980 | $950.4K | 0.10% | +881+4.4% | Added |
| Dodge & Cox | 21,000 | $951.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 21,076 | $957.2K | 0.17% | −3,920−15.7% | Reduced |
| Daymark Wealth Partners, LLC | 21,143 | $957.8K | 0.07% | +4,928+30.4% | Added |
| Ameritas Investment Partners, Inc. | 21,172 | $959.1K | 0.04% | −461−2.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 21,280 | $964.0K | 0.08% | −795−3.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,283 | $964.1K | 0.65% | +1,245+6.2% | Added |
| M Holdings Securities, Inc. | 21,338 | $967.0K | 0.20% | −23,922−52.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 21,360 | $967.6K | 0.18% | +11,508+116.8% | Added |
| Kathmere Capital Management, LLC | 21,361 | $967.7K | 0.15% | +1,272+6.3% | Added |
| Grove Bank & Trust | 21,407 | $969.7K | 0.20% | −405−1.9% | Reduced |
| Jacobi Capital Management LLC | 21,499 | $973.9K | 0.11% | +1,515+7.6% | Added |
| ETF Store, Inc. | 21,602 | $980.5K | 0.69% | +1,773+8.9% | Added |
| Charter Research & Investment Group, Inc. | 21,667 | $981.5K | 0.81% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 21,685 | $982.3K | 0.53% | −968−4.3% | Reduced |
| Cigna Investments Inc | 21,770 | $986.0K | 0.18% | −80−0.4% | Reduced |
| Forte Capital LLC | 21,784 | $986.8K | 0.14% | −916−4.0% | Reduced |
| Dover Advisors, LLC | 21,422 | $990.6K | 0.88% | −283−1.3% | Reduced |
| Excalibur Management Corp | 22,066 | $999.6K | 0.51% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 22,077 | $1.00M | 0.22% | +210+1.0% | Added |
| BancorpSouth Bank | 22,094 | $1.00M | 0.09% | +1,960+9.7% | Added |
| CAPROCK Group, Inc. | 21,873 | $1.01M | 0.07% | −654−2.9% | Reduced |
| Comerica Securities,inc. | 21,921 | $1.01M | 0.07% | +75+0.3% | Added |
| Silverlake Wealth Management LLC | 22,404 | $1.01M | 0.56% | +2,226+11.0% | Added |
| One Capital Management, LLC | 22,490 | $1.02M | 0.05% | −2,231−9.0% | Reduced |
| Verition Fund Management LLC | 22,495 | $1.02M | 0.02% | +1,223+5.7% | Added |
| Moneta Group Investment Advisors LLC | 22,498 | $1.02M | 0.02% | +1,706+8.2% | Added |
| Intrust Bank NA | 22,509 | $1.02M | 0.12% | −1,769−7.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 22,620 | $1.02M | 0.04% | −30,110−57.1% | Reduced |
| Knoll Capital Management, LLC | 22,700 | $1.03M | 1.26% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 22,833 | $1.03M | 0.13% | −644−2.7% | Reduced |