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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 30,635 | $1.39M | 0.07% | −55−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,682 | $1.39M | 0.06% | −988−3.1% | Reduced |
| Brandywine Trust Co | 30,814 | $1.40M | 0.31% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 31,016 | $1.41M | 0.07% | −5,973−16.1% | Reduced |
| Moloney Securities Asset Management, LLC | 31,046 | $1.41M | 0.25% | +1,806+6.2% | Added |
| Dudley Capital Management, LLC | 31,057 | $1.41M | 0.95% | +353+1.1% | Added |
| R.m.sincerbeaux Capital Management LLC | 31,121 | $1.41M | 0.96% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 30,518 | $1.41M | 0.08% | +78+0.3% | Added |
| Lavaca Capital LLC | 31,175 | $1.41M | 0.44% | −39,765−56.1% | Reduced |
| GM Advisory Group, Inc. | 31,337 | $1.42M | 0.12% | +411+1.3% | Added |
| Pine Valley Investments Ltd Liability Co | 30,942 | $1.42M | 0.14% | −2,094−6.3% | Reduced |
| Lee Danner & Bass Inc | 31,466 | $1.43M | 0.12% | +77+0.2% | Added |
| Rothschild Investment Corp | 31,451 | $1.43M | 0.12% | +338+1.1% | Added |
| Exencial Wealth Advisors, LLC | 31,520 | $1.43M | 0.07% | +529+1.7% | Added |
| United Capital Financial Advisers, LLC | 31,739 | $1.44M | 0.01% | −20,991−39.8% | Reduced |
| Botty Investors LLC | 31,267 | $1.45M | 0.56% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 31,990 | $1.45M | 0.03% | +8,873+38.4% | Added |
| King Luther Capital Management Corp | 32,058 | $1.45M | 0.01% | +2,591+8.8% | Added |
| Ashton Thomas Private Wealth, LLC | 32,148 | $1.46M | 0.11% | +4,538+16.4% | Added |
| Kavar Capital Partners Group, LLC | 32,352 | $1.47M | 0.31% | −4,095−11.2% | Reduced |
| Lynch & Associates | 32,386 | $1.47M | 0.38% | −339−1.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 32,441 | $1.47M | 0.33% | +938+3.0% | Added |
| Bellwether Advisors, LLC | 32,485 | $1.47M | 0.43% | +32,105+8,448.7% | Added |
| Marino, Stram & Associates LLC | 32,719 | $1.48M | 0.42% | −163−0.5% | Reduced |
| Crawford Investment Counsel Inc | 32,756 | $1.48M | 0.03% | −1,111−3.3% | Reduced |
| Empirical Finance, LLC | 33,037 | $1.50M | 0.12% | +13,064+65.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 33,074 | $1.50M | 0.39% | −151−0.5% | Reduced |
| Private Portfolio Partners LLC | 33,421 | $1.51M | 0.39% | +305+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 33,428 | $1.51M | 0.10% | +776+2.4% | Added |
| Oak Hill Wealth Advisors, LLC | 33,456 | $1.52M | 0.56% | +2,262+7.3% | Added |
| Fluent Financial, LLC | 33,572 | $1.52M | 0.99% | −66,857−66.6% | Reduced |
| Algert Global LLC | 33,683 | $1.53M | 0.07% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 33,703 | $1.53M | 0.33% | +3,822+12.8% | Added |
| First Heartland Consultants, Inc. | 33,773 | $1.53M | 0.20% | −18,406−35.3% | Reduced |
| Poehling Capital Management, LLC | 34,002 | $1.54M | 0.52% | −1,917−5.3% | Reduced |
| Bollard Group LLC | 34,063 | $1.54M | 0.05% | +517+1.5% | Added |
| Range Financial Group LLC | 34,126 | $1.55M | 0.98% | +1,580+4.9% | Added |
| CMG Global Holdings, LLC | 34,128 | $1.55M | 1.26% | +5,662+19.9% | Added |
| Moors & Cabot, Inc. | 34,144 | $1.55M | 0.10% | −963−2.7% | Reduced |
| ExodusPoint Capital Management, LP | 34,226 | $1.55M | 0.02% | −398,254−92.1% | Reduced |
| Integrated Advisors Network LLC | 34,217 | $1.55M | 0.09% | +6,188+22.1% | Added |
| Caldwell Trust Co | 34,220 | $1.55M | 0.20% | −868−2.5% | Reduced |
| Csenge Advisory Group | 34,228 | $1.55M | 0.10% | +311+0.9% | Added |
| International Assets Investment Management, LLC | 132,359 | $1.55M | 0.21% | +132,359 | New |
| FineMark National Bank & Trust | 34,838 | $1.58M | 0.06% | −174−0.5% | Reduced |
| Ziegler Capital Management, LLC | 34,904 | $1.58M | 0.06% | +2,186+6.7% | Added |
| First City Capital Management, Inc. | 35,129 | $1.59M | 0.94% | +164+0.5% | Added |
| Balentine LLC | 35,195 | $1.59M | 0.05% | −4,456−11.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 35,243 | $1.60M | 0.06% | +2,075+6.3% | Added |
| RSM US Wealth Management LLC | 34,556 | $1.60M | 0.05% | −7,562−18.0% | Reduced |
| Elevated Capital Advisors, LLC | 35,280 | $1.60M | 0.53% | +482+1.4% | Added |
| J.W. Cole Advisors, Inc. | 35,799 | $1.62M | 0.12% | +667+1.9% | Added |
| Northeast Financial Consultants Inc | 35,811 | $1.62M | 0.10% | −103−0.3% | Reduced |
| Cornerstone Wealth Management, LLC | 35,897 | $1.63M | 0.15% | −671−1.8% | Reduced |
| Buckhead Capital Management LLC | 36,144 | $1.64M | 0.39% | −11,215−23.7% | Reduced |
| Weinberger Asset Management, Inc | 36,151 | $1.64M | 0.90% | −332−0.9% | Reduced |
| Stolper Co | 36,517 | $1.65M | 0.70% | −170−0.5% | Reduced |
| IHT Wealth Management, LLC | 36,530 | $1.65M | 0.09% | −566−1.5% | Reduced |
| X-Square Capital, LLC | 36,782 | $1.67M | 1.12% | −6,489−15.0% | Reduced |
| Means Investment Co., Inc. | 36,919 | $1.67M | 0.26% | −857−2.3% | Reduced |
| Investors Asset Management of Georgia Inc | 36,986 | $1.68M | 0.86% | −600−1.6% | Reduced |
| Pensionfund Sabic | 37,000 | $1.68M | 0.56% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 37,026 | $1.68M | 0.05% | +4,799+14.9% | Added |
| Resources Investment Advisors, LLC. | 37,075 | $1.68M | 0.04% | −204−0.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 37,205 | $1.69M | 0.40% | +842+2.3% | Added |
| Hilltop Holdings Inc. | 37,241 | $1.69M | 0.21% | −7,598−16.9% | Reduced |
| We Are One Seven, LLC | 37,302 | $1.69M | 0.15% | +1,939+5.5% | Added |
| Essex Financial Services, Inc. | 37,425 | $1.70M | 0.19% | +1,068+2.9% | Added |
| Twinbeech Capital LP | 37,474 | $1.70M | 0.03% | −660,205−94.6% | Reduced |
| Coldstream Capital Management Inc | 37,504 | $1.70M | 0.05% | −760−2.0% | Reduced |
| Richard Bernstein Advisors LLC | 37,528 | $1.70M | 0.04% | 00.0% | Unchanged |
| World Equity Group, Inc. | 37,973 | $1.72M | 0.51% | +23,082+155.0% | Added |
| Western Wealth Management, LLC | 38,152 | $1.73M | 0.15% | +428+1.1% | Added |
| EP Wealth Advisors, LLC | 30,286 | $1.74M | 0.03% | +23,603+353.2% | Added |
| Wright Investors Service Inc | 38,525 | $1.75M | 0.49% | −1,969−4.9% | Reduced |
| Washington Trust Bank | 38,572 | $1.75M | 0.18% | +1,145+3.1% | Added |
| First Foundation Advisors | 38,574 | $1.75M | 0.08% | +2,895+8.1% | Added |
| NewEdge Wealth, LLC | 38,681 | $1.75M | 0.06% | +733+1.9% | Added |
| Welch Group, LLC | 38,766 | $1.76M | 0.10% | −455−1.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 38,777 | $1.76M | 0.03% | +14,475+59.6% | Added |
| Lazari Capital Management, Inc. | 39,039 | $1.77M | 0.99% | +39,039 | New |
| BBR Partners, LLC | 39,085 | $1.77M | 0.20% | −182−0.5% | Reduced |
| Paradigm Asset Management Co LLC | 39,200 | $1.78M | 0.48% | +36,000+1,125.0% | Added |
| Harbour Investments, Inc. | 39,227 | $1.78M | 0.09% | +3,062+8.5% | Added |
| Simmons Bank | 39,392 | $1.78M | 0.15% | +1,011+2.6% | Added |
| Wetherby Asset Management Inc | 39,579 | $1.79M | 0.10% | −1,768−4.3% | Reduced |
| Greenleaf Trust | 39,685 | $1.80M | 0.02% | −2,999−7.0% | Reduced |
| Vontobel Holding Ltd. | 39,835 | $1.80M | 0.02% | +2,545+6.8% | Added |
| Affinity Investment Advisors, LLC | 39,869 | $1.81M | 1.05% | +438+1.1% | Added |
| Amica Mutual Insurance Co | 39,899 | $1.81M | 0.20% | 00.0% | Unchanged |
| Cullinan Associates Inc | 40,011 | $1.81M | 0.10% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 40,032 | $1.81M | 0.04% | +250+0.6% | Added |
| Perigon Wealth Management, LLC | 40,084 | $1.82M | 0.07% | +26,919+204.5% | Added |
| Atlantic Union Bankshares Corp | 40,334 | $1.83M | 0.18% | +18,718+86.6% | Added |
| Disciplined Equity Management, Inc. | 40,655 | $1.84M | 1.50% | −180−0.4% | Reduced |
| Sunbelt Securities, Inc. | 40,785 | $1.85M | 0.27% | +457+1.1% | Added |
| RIA Advisory Group LLC | 40,940 | $1.85M | 0.80% | +3,124+8.3% | Added |
| Howard Capital Management Group, LLC | 41,184 | $1.87M | 0.17% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 41,262 | $1.87M | 0.20% | −7,262−15.0% | Reduced |
| Fortune Financial Advisors, LLC | 41,271 | $1.87M | 1.40% | +41,271 | New |