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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 41,298 | $1.87M | 0.19% | −2,432−5.6% | Reduced |
| Independent Financial Group, LLC | 41,334 | $1.87M | 0.13% | +1,802+4.6% | Added |
| Kinloch Capital, LLC | 41,388 | $1.87M | 1.12% | −1,507−3.5% | Reduced |
| Nations Financial Group Inc, | 41,755 | $1.89M | 0.19% | +863+2.1% | Added |
| Westpac Banking Corp | 42,148 | $1.91M | 0.13% | +38+0.1% | Added |
| Perpetual Ltd | 42,148 | $1.91M | 0.02% | +38+0.1% | Added |
| Ellenbecker Investment Group | 42,277 | $1.92M | 0.48% | +134+0.3% | Added |
| Tyler-Stone Wealth Management | 42,303 | $1.92M | 1.08% | +42,303 | New |
| Accurate Wealth Management, LLC | 42,235 | $1.92M | 0.60% | +7,377+21.2% | Added |
| Sound View Wealth Advisors Group, LLC | 42,439 | $1.92M | 0.25% | +995+2.4% | Added |
| Private Trust Co NA | 42,680 | $1.93M | 0.24% | +3,830+9.9% | Added |
| Verus Capital Partners, LLC | 42,772 | $1.94M | 0.27% | +3,601+9.2% | Added |
| Moody National Bank Trust Division | 42,823 | $1.94M | 0.13% | +586+1.4% | Added |
| Hayek Kallen Investment Management | 42,894 | $1.94M | 0.83% | +906+2.2% | Added |
| Alley Investment Management Company, LLC | 43,028 | $1.95M | 0.31% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 43,217 | $1.96M | 0.42% | −363−0.8% | Reduced |
| Independence Bank of Kentucky | 43,412 | $1.97M | 0.80% | −544−1.2% | Reduced |
| Geneos Wealth Management Inc. | 43,439 | $1.97M | 0.10% | +9,731+28.9% | Added |
| Bleakley Financial Group, LLC | 43,797 | $1.98M | 0.06% | +3,336+8.2% | Added |
| Independent Solutions Wealth Management, LLC | 43,915 | $1.99M | 0.54% | +6,450+17.2% | Added |
| North Star Asset Management Inc | 44,267 | $2.01M | 0.11% | −100−0.2% | Reduced |
| Green Square Capital Advisors LLC | 44,346 | $2.01M | 0.25% | +216+0.5% | Added |
| Prospera Financial Services Inc | 44,416 | $2.01M | 0.08% | −3,103−6.5% | Reduced |
| Bessemer Group Inc | 44,515 | $2.02M | 0.00% | +12,614+39.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 44,563 | $2.02M | 0.04% | +33,516+303.4% | Added |
| NBT Bank N A | 44,666 | $2.02M | 0.29% | −185−0.4% | Reduced |
| HM Payson & Co | 44,675 | $2.02M | 0.05% | +354+0.8% | Added |
| EFG Asset Management (Americas) Corp. | 45,234 | $2.05M | 0.47% | −311−0.7% | Reduced |
| Efg Capital International Corp. | 45,234 | $2.05M | 0.47% | +45,234 | New |
| South State Corp. | 45,847 | $2.08M | 0.19% | −292−0.6% | Reduced |
| Waters Parkerson & Co., LLC | 45,959 | $2.08M | 0.12% | −300−0.6% | Reduced |
| Ieq Capital, LLC | 45,985 | $2.08M | 0.04% | −12,291−21.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 46,037 | $2.09M | 0.05% | −1,570−3.3% | Reduced |
| Hartford Financial Management Inc. | 46,079 | $2.09M | 0.52% | −70−0.2% | Reduced |
| Spreng Capital Management, Inc. | 46,159 | $2.09M | 1.64% | +2,900+6.7% | Added |
| Duality Advisers, LP | 46,167 | $2.09M | 0.26% | +24,104+109.3% | Added |
| Manhattan West Asset Management, LLC | 46,249 | $2.10M | 0.78% | +10,226+28.4% | Added |
| Valeo Financial Advisors, LLC | 46,276 | $2.10M | 0.10% | −813−1.7% | Reduced |
| Roundview Capital LLC | 46,864 | $2.12M | 0.21% | −8,334−15.1% | Reduced |
| Trust Co of Vermont | 46,967 | $2.13M | 0.14% | −1,589−3.3% | Reduced |
| CoreCap Advisors, LLC | 47,065 | $2.13M | 0.15% | +47,065 | New |
| Pitcairn Co | 47,315 | $2.14M | 0.18% | −4,304−8.3% | Reduced |
| Financial Partners Group, LLC | 47,756 | $2.16M | 1.09% | +2,317+5.1% | Added |
| OmniStar Financial Group, Inc. | 47,800 | $2.17M | 2.55% | +6,347+15.3% | Added |
| Proequities, Inc. | 46,855 | $2.17M | 0.16% | +2,331+5.2% | Added |
| Savant Capital, LLC | 47,827 | $2.17M | 0.03% | +10,368+27.7% | Added |
| Doliver Advisors, LP | 47,844 | $2.17M | 0.66% | −382−0.8% | Reduced |
| Ossiam | 47,911 | $2.17M | 0.04% | +3,378+7.6% | Added |
| Federation des caisses Desjardins du Quebec | 48,126 | $2.18M | 0.02% | −590−1.2% | Reduced |
| Aviance Capital Partners, LLC | 48,308 | $2.19M | 0.46% | +1,762+3.8% | Added |
| Fisher Asset Management, LLC | 49,340 | $2.24M | 0.00% | +11,716+31.1% | Added |
| Silvercrest Asset Management Group LLC | 49,540 | $2.24M | 0.02% | +2,535+5.4% | Added |
| Financial Sense Advisors, Inc. | 49,634 | $2.25M | 1.03% | +2,460+5.2% | Added |
| Cyndeo Wealth Partners, LLC | 49,773 | $2.25M | 0.24% | −1,561−3.0% | Reduced |
| HB Wealth Management, LLC | 50,030 | $2.27M | 0.04% | +377+0.8% | Added |
| Stonegate Investment Group, LLC | 50,120 | $2.27M | 0.08% | +45+0.1% | Added |
| Stratos Wealth Advisors, LLC | 50,256 | $2.28M | 0.16% | +1,562+3.2% | Added |
| Change Path, LLC | 50,323 | $2.28M | 0.11% | +5,638+12.6% | Added |
| Founders Financial Alliance, LLC | 50,332 | $2.28M | 0.90% | +1,228+2.5% | Added |
| Hunter Associates Investment Management LLC | 50,301 | $2.28M | 0.45% | −4,761−8.6% | Reduced |
| Salem Investment Counselors Inc | 49,889 | $2.30M | 0.08% | −3,697−6.9% | Reduced |
| Leelyn Smith, LLC | 51,242 | $2.32M | 0.56% | −1,812−3.4% | Reduced |
| Stratos Wealth Partners, LTD. | 51,330 | $2.33M | 0.05% | +129+0.3% | Added |
| Cohen Klingenstein LLC | 51,479 | $2.33M | 0.10% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 51,600 | $2.34M | 0.05% | +51,600 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,665 | $2.34M | 0.03% | +635+1.2% | Added |
| Financial Counselors Inc | 51,816 | $2.35M | 0.05% | −9,826−15.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 51,981 | $2.35M | 0.14% | +3,485+7.2% | Added |
| 3Chopt Investment Partners, LLC | 51,189 | $2.36M | 1.18% | +23,528+85.1% | Added |
| TrimTabs Asset Management, LLC | 52,608 | $2.38M | 1.20% | +9,493+22.0% | Added |
| Capital Investment Advisory Services, LLC | 52,701 | $2.39M | 0.24% | −240.0% | Reduced |
| Clearstead Advisors, LLC | 53,148 | $2.41M | 0.15% | +1,311+2.5% | Added |
| Deltec Asset Management LLC | 53,287 | $2.41M | 0.53% | −1,260−2.3% | Reduced |
| Parthenon LLC | 53,295 | $2.41M | 0.35% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 53,363 | $2.42M | 0.09% | +4,531+9.3% | Added |
| Metis Global Partners, LLC | 53,393 | $2.42M | 0.13% | −2,268−4.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 53,678 | $2.43M | 0.04% | −3,477−6.1% | Reduced |
| KMG Fiduciary Partners, LLC | 54,015 | $2.45M | 0.32% | +10,541+24.2% | Added |
| Trust Co of Virginia | 54,706 | $2.48M | 0.26% | −204−0.4% | Reduced |
| Ci Investments Inc. | 55,000 | $2.49M | 0.01% | +827+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,198 | $2.50M | 0.03% | +6,075+12.4% | Added |
| Bogart Wealth, LLC | 55,532 | $2.52M | 0.16% | +52,808+1,938.6% | Added |
| Verus Financial Partners, Inc. | 55,350 | $2.52M | 0.32% | −5,208−8.6% | Reduced |
| Edgar Lomax Co | 55,640 | $2.52M | 0.17% | 00.0% | Unchanged |
| ORG Partners LLC | 55,599 | $2.54M | 0.41% | +13,210+31.2% | Added |
| Allworth Financial LP | 56,251 | $2.55M | 0.02% | −1,242−2.2% | Reduced |
| Pinnacle Associates Ltd | 56,593 | $2.56M | 0.04% | +6,096+12.1% | Added |
| Wintrust Investments LLC | 56,841 | $2.58M | 0.26% | −9,448−14.3% | Reduced |
| Ancora Advisors, LLC | 57,024 | $2.58M | 0.07% | −2,463−4.1% | Reduced |
| ProVise Management Group, LLC | 57,402 | $2.60M | 0.24% | +2,773+5.1% | Added |
| SeaCrest Wealth Management, LLC | 57,418 | $2.60M | 0.33% | +739+1.3% | Added |
| Teza Capital Management LLC | 57,498 | $2.60M | 0.42% | +17,781+44.8% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 57,890 | $2.62M | 2.24% | −1,996−3.3% | Reduced |
| Dana Investment Advisors, Inc. | 58,359 | $2.64M | 0.13% | +2,447+4.4% | Added |
| Kovack Advisors, Inc. | 58,500 | $2.65M | 0.34% | −3,350−5.4% | Reduced |
| Bridges Investment Management Inc | 58,757 | $2.66M | 0.09% | −11,100−15.9% | Reduced |
| Fred Alger Management, LLC | 58,854 | $2.67M | 0.01% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 58,968 | $2.67M | 0.74% | +1,177+2.0% | Added |
| Investmark Advisory Group LLC | 59,122 | $2.68M | 1.79% | +1,144+2.0% | Added |
| Tiaa, FSB | 59,142 | $2.68M | 0.01% | −1,299−2.1% | Reduced |