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
- 1,884
- +23 vs. Q1 2023
- Shares held
- 1.05B
- −582.6K (−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
- 710 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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 22,903 | $1.04M | 0.44% | +4,100+21.8% | Added |
| Gray Wealth Management Inc. | 22,972 | $1.04M | 0.52% | +2,245+10.8% | Added |
| Evergreen Capital Management LLC | 22,677 | $1.05M | 0.04% | +5,053+28.7% | Added |
| Alpha Cubed Investments, LLC | 23,193 | $1.05M | 0.07% | −60.0% | Reduced |
| Morningstar Investment Management LLC | 23,196 | $1.05M | 0.14% | +23,196 | New |
| ICW Investment Advisors LLC | 23,244 | $1.05M | 0.57% | −410−1.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 23,244 | $1.05M | 0.19% | +1,586+7.3% | Added |
| CoreFirst Bank & Trust | 23,245 | $1.05M | 0.74% | −878−3.6% | Reduced |
| K.J. Harrison & Partners Inc | 23,573 | $1.06M | 0.19% | −2,000−7.8% | Reduced |
| Sentry Investment Management LLC | 23,535 | $1.07M | 0.40% | +10,360+78.6% | Added |
| Invst, LLC | 23,656 | $1.07M | 0.15% | −1,199−4.8% | Reduced |
| Profund Advisors LLC | 23,743 | $1.08M | 0.06% | +57+0.2% | Added |
| HF Advisory Group, LLC | 23,785 | $1.08M | 0.85% | +2,954+14.2% | Added |
| Shell Asset Management Co | 23,792 | $1.08M | 0.04% | −3,753−13.6% | Reduced |
| Institutional & Family Asset Management, LLC | 23,914 | $1.08M | 0.18% | +48+0.2% | Added |
| Colony Group LLC | 23,938 | $1.08M | 0.02% | −106−0.4% | Reduced |
| Welch & Forbes LLC | 24,006 | $1.09M | 0.02% | −2,400−9.1% | Reduced |
| PFG Advisors | 24,077 | $1.09M | 0.08% | −1,967−7.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 24,078 | $1.09M | 0.39% | +25+0.1% | Added |
| Shoker Investment Counsel, Inc. | 24,193 | $1.10M | 0.46% | +968+4.2% | Added |
| Quantinno Capital Management LP | 24,234 | $1.10M | 0.06% | −525−2.1% | Reduced |
| Sandy Spring Bank | 24,295 | $1.10M | 0.06% | +37+0.2% | Added |
| Rehmann Capital Advisory Group | 24,307 | $1.10M | 0.10% | −629−2.5% | Reduced |
| XML Financial, LLC | 24,321 | $1.10M | 0.13% | +279+1.2% | Added |
| Sonora Investment Management Group, LLC | 24,388 | $1.10M | 0.09% | −1,845−7.0% | Reduced |
| Loudon Investment Management, LLC | 24,439 | $1.11M | 0.73% | −12,805−34.4% | Reduced |
| Bradley Foster & Sargent Inc | 24,628 | $1.12M | 0.02% | −912−3.6% | Reduced |
| WealthPLAN Partners, LLC | 24,647 | $1.12M | 0.16% | −1,375−5.3% | Reduced |
| Wealthspire Advisors, LLC | 24,689 | $1.12M | 0.02% | −914−3.6% | Reduced |
| Coastal Investment Advisors, Inc. | 24,722 | $1.12M | 0.25% | −3,457−12.3% | Reduced |
| Capital CS Group, LLC | 24,723 | $1.12M | 1.15% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 24,762 | $1.12M | 0.21% | +1,509+6.5% | Added |
| Cascade Investment Group, Inc. | 24,800 | $1.12M | 1.03% | −294−1.2% | Reduced |
| Lakeview Capital Partners, LLC | 24,857 | $1.13M | 0.21% | +12,008+93.5% | Added |
| Berkeley Capital Partners, LLC | 24,870 | $1.13M | 0.40% | +3,335+15.5% | Added |
| Cary Street Partner Investment Advisory LLC | 24,960 | $1.13M | 0.07% | +6,717+36.8% | Added |
| Traynor Capital Management, Inc. | 25,049 | $1.13M | 0.15% | −284−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 25,103 | $1.14M | 0.02% | +1,082+4.5% | Added |
| LS Investment Advisors, LLC | 25,157 | $1.14M | 0.20% | +24+0.1% | Added |
| Ceera Investments, LLC | 25,189 | $1.14M | 0.66% | +25,189 | New |
| Logan Capital Management Inc | 25,228 | $1.14M | 0.05% | 00.0% | Unchanged |
| Certified Advisory Corp | 25,230 | $1.14M | 0.21% | −478−1.9% | Reduced |
| Coombe, Bender & Co LLC | 25,357 | $1.15M | 0.84% | +1,156+4.8% | Added |
| Arlington Partners LLC | 25,567 | $1.16M | 0.18% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 25,615 | $1.16M | 0.05% | −2,366−8.5% | Reduced |
| HBK Sorce Advisory LLC | 25,765 | $1.17M | 0.05% | +819+3.3% | Added |
| Close Asset Management Ltd | 25,852 | $1.17M | 0.05% | −37−0.1% | Reduced |
| Belpointe Asset Management LLC | 25,902 | $1.17M | 0.12% | −51,611−66.6% | Reduced |
| Chelsea Counsel Co | 25,400 | $1.17M | 0.58% | −5,000−16.4% | Reduced |
| Focused Wealth Management, Inc | 26,009 | $1.18M | 0.21% | +1,124+4.5% | Added |
| Smith, Moore & Co. | 26,087 | $1.18M | 0.15% | −721−2.7% | Reduced |
| Wedgewood Investors Inc | 26,162 | $1.19M | 1.52% | −875−3.2% | Reduced |
| Transcend Wealth Collective, LLC | 26,235 | $1.19M | 0.11% | +124+0.5% | Added |
| Paloma Partners Management Co | 26,248 | $1.19M | 0.27% | +26,248 | New |
| Park National Corp | 26,256 | $1.19M | 0.05% | −111−0.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 26,257 | $1.19M | 0.13% | −5,238−16.6% | Reduced |
| Wagner Wealth Management, LLC | 26,351 | $1.19M | 0.46% | −783−2.9% | Reduced |
| Harbor Capital Advisors, Inc. | 26,645 | $1.21M | 0.24% | 00.0% | Unchanged |
| Greenfield Savings Bank | 26,715 | $1.21M | 0.82% | +140+0.5% | Added |
| Arete Wealth Advisors, LLC | 26,738 | $1.21M | 0.11% | +5,924+28.5% | Added |
| Ausdal Financial Partners, Inc. | 26,760 | $1.21M | 0.17% | +626+2.4% | Added |
| Narwhal Capital Management | 26,828 | $1.22M | 0.14% | +100.0% | Added |
| FinTrust Capital Advisors, LLC | 26,693 | $1.22M | 0.29% | 00.0% | Unchanged |
| Burns J W & Co Inc | 27,007 | $1.22M | 0.20% | +290+1.1% | Added |
| Telemus Capital, LLC | 27,144 | $1.23M | 0.10% | −462−1.7% | Reduced |
| Keudell/Morrison Wealth Management | 27,576 | $1.25M | 0.36% | −395−1.4% | Reduced |
| Wesbanco Bank Inc | 27,656 | $1.25M | 0.05% | −635−2.2% | Reduced |
| FDx Advisors, Inc. | 27,780 | $1.26M | 0.07% | −36,777−57.0% | Reduced |
| Delta Capital Management LLC | 27,930 | $1.26M | 0.87% | −155−0.6% | Reduced |
| Applied Capital LLC | 27,955 | $1.27M | 1.20% | +87+0.3% | Added |
| Leavell Investment Management, Inc. | 27,446 | $1.27M | 0.09% | +30+0.1% | Added |
| Octavia Wealth Advisors, LLC | 27,619 | $1.28M | 0.26% | −52−0.2% | Reduced |
| AdvisorNet Financial, Inc | 28,222 | $1.28M | 0.11% | +2,069+7.9% | Added |
| Nicholas Hoffman & Company, LLC. | 28,240 | $1.28M | 0.05% | −801−2.8% | Reduced |
| First Hawaiian Bank | 28,257 | $1.28M | 0.04% | −1,807−6.0% | Reduced |
| Paradigm Financial Partners, LLC | 28,393 | $1.29M | 0.35% | +98+0.3% | Added |
| WP Advisors, LLC | 28,569 | $1.29M | 0.52% | −1,002−3.4% | Reduced |
| Berkshire Asset Management LLC | 28,580 | $1.29M | 0.08% | −3,070−9.7% | Reduced |
| Valicenti Advisory Services Inc | 28,666 | $1.30M | 0.41% | −100.0% | Reduced |
| Trustmark National Bank Trust Department | 28,815 | $1.31M | 0.12% | −49,649−63.3% | Reduced |
| Spire Wealth Management | 28,838 | $1.31M | 0.05% | −260−0.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 28,885 | $1.31M | 0.14% | +28,885 | New |
| First Horizon Advisors, Inc. | 28,924 | $1.31M | 0.05% | +4,616+19.0% | Added |
| Two Sigma Investments, LP | 29,100 | $1.32M | 0.00% | +29,100 | New |
| Modera Wealth Management, LLC | 29,156 | $1.32M | 0.02% | +15,365+111.4% | Added |
| Next Level Private LLC | 29,435 | $1.32M | 0.86% | +314+1.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 29,227 | $1.32M | 0.95% | +565+2.0% | Added |
| Meeder Advisory Services, Inc. | 29,331 | $1.33M | 0.14% | +101+0.3% | Added |
| SageView Advisory Group, LLC | 29,369 | $1.33M | 0.07% | +2,006+7.3% | Added |
| Wedbush Securities Inc | 29,880 | $1.35M | 0.06% | −349−1.2% | Reduced |
| Kowal Investment Group, LLC | 29,891 | $1.35M | 0.36% | +248+0.8% | Added |
| Flagship Harbor Advisors, LLC | 29,974 | $1.36M | 0.11% | −192−0.6% | Reduced |
| Timelo Investment Management Inc. | 30,000 | $1.36M | 2.96% | +30,000 | New |
| Quantamental Technologies LLC | 30,017 | $1.36M | 0.57% | +30,017 | New |
| Mill Capital Management, LLC | 30,026 | $1.36M | 0.13% | −3,218−9.7% | Reduced |
| Signaturefd, LLC | 30,040 | $1.36M | 0.03% | +1,085+3.7% | Added |
| Mission Wealth Management, LP | 30,277 | $1.37M | 0.05% | +12,102+66.6% | Added |
| Boston Private Wealth LLC | 30,331 | $1.37M | 0.02% | −7,408−19.6% | Reduced |
| Longfellow Investment Management Co LLC | 30,573 | $1.38M | 0.32% | +1,242+4.2% | Added |
| Delta Financial Group, Inc. | 30,565 | $1.39M | 1.62% | +83+0.3% | Added |