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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 59,608 | $2.70M | 0.08% | +54,215+1,005.3% | Added |
| Marcum Wealth, LLC | 59,827 | $2.71M | 0.32% | +1,449+2.5% | Added |
| Convergence Investment Partners, LLC | 60,042 | $2.72M | 1.56% | +24,885+70.8% | Added |
| Hancock Whitney Corp | 60,510 | $2.74M | 0.11% | +2,715+4.7% | Added |
| Integrated Wealth Concepts LLC | 61,283 | $2.78M | 0.05% | +2,904+5.0% | Added |
| Verdence Capital Advisors LLC | 61,488 | $2.79M | 0.32% | +7,655+14.2% | Added |
| Clark Estates Inc | 61,800 | $2.80M | 0.47% | 00.0% | Unchanged |
| Haverford Trust Co | 61,869 | $2.80M | 0.03% | −1,065−1.7% | Reduced |
| CSS LLC | 61,933 | $2.81M | 0.22% | +2,733+4.6% | Added |
| Capital Square, LLC | 62,369 | $2.83M | 2.61% | +1,224+2.0% | Added |
| Bryn Mawr Trust Co | 62,383 | $2.83M | 0.12% | −2,250−3.5% | Reduced |
| Bronte Capital Management Pty Ltd. | 62,674 | $2.84M | 0.27% | +508+0.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 63,900 | $2.87M | 0.36% | 00.0% | Unchanged |
| Associated Banc-Corp | 63,445 | $2.87M | 0.11% | −130.0% | Reduced |
| Cornercap Investment Counsel Inc | 63,727 | $2.89M | 0.50% | −2,062−3.1% | Reduced |
| Advisor Partners II, LLC | 63,773 | $2.89M | 0.14% | −2,337−3.5% | Reduced |
| Citadel Advisors LLC | 63,949 | $2.90M | 0.00% | −2,090,053−97.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 64,078 | $2.90M | 0.22% | +544+0.9% | Added |
| Federated Hermes, Inc. | 64,254 | $2.91M | 0.01% | +4,592+7.7% | Added |
| Ostrum Asset Management | 64,720 | $2.93M | 0.25% | +56+0.1% | Added |
| Park Circle Co | 64,750 | $2.93M | 2.76% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 64,964 | $2.94M | 0.08% | −10,875−14.3% | Reduced |
| DFPG Investments, LLC | 65,306 | $2.96M | 0.27% | −912−1.4% | Reduced |
| Fernwood Investment Management, LLC | 65,602 | $2.97M | 1.05% | −1,479−2.2% | Reduced |
| Group One Trading, L.P. | 66,290 | $3.00M | 0.13% | −2,508−3.6% | Reduced |
| Level Four Advisory Services, LLC | 66,569 | $3.02M | 0.18% | −115−0.2% | Reduced |
| Park Avenue Securities LLC | 66,938 | $3.03M | 0.05% | +7,231+12.1% | Added |
| SG Americas Securities, LLC | 67,057 | $3.04M | 0.03% | +34,352+105.0% | Added |
| Johnson Investment Counsel Inc | 67,400 | $3.05M | 0.04% | −2,189−3.1% | Reduced |
| TD Waterhouse Canada Inc. | 63,343 | $3.06M | 0.03% | −933−1.5% | Reduced |
| Cubist Systematic Strategies, LLC | 67,607 | $3.06M | 0.03% | −58,938−46.6% | Reduced |
| Arnhold LLC | 67,695 | $3.07M | 0.35% | 00.0% | Unchanged |
| Veritable, L.P. | 68,169 | $3.09M | 0.05% | −3,267−4.6% | Reduced |
| Contrarius Investment Management Ltd | 68,363 | $3.10M | 0.17% | +3,288+5.1% | Added |
| Aviva PLC | 68,599 | $3.11M | 0.01% | −684−1.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 68,894 | $3.12M | 0.49% | +330.0% | Added |
| Pathstone Family Office, LLC | 68,528 | $3.16M | 0.05% | +22,996+50.5% | Added |
| Slagle Financial, LLC | 70,090 | $3.18M | 1.98% | +70,090 | New |
| Community Bank & Trust, Waco, Texas | 70,295 | $3.18M | 0.96% | −201−0.3% | Reduced |
| Sepio Capital, LP | 71,156 | $3.22M | 0.26% | −2,592−3.5% | Reduced |
| iA Global Asset Management Inc. | 71,244 | $3.23M | 0.09% | +71,244 | New |
| Dai-Ichi Life Insurance Company, Ltd | 71,280 | $3.23M | 0.07% | −809−1.1% | Reduced |
| Dynamic Advisor Solutions LLC | 71,357 | $3.23M | 0.17% | −1,427−2.0% | Reduced |
| Freestone Capital Holdings, LLC | 71,481 | $3.24M | 0.13% | −1,028−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 72,634 | $3.29M | 0.13% | +852+1.2% | Added |
| Panagora Asset Management Inc | 72,665 | $3.29M | 0.02% | −17,951−19.8% | Reduced |
| Meyer Handelman Co | 72,682 | $3.29M | 0.13% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 72,806 | $3.30M | 0.61% | −9,102−11.1% | Reduced |
| Citizens National Bank Trust Department | 73,247 | $3.32M | 0.88% | +255+0.3% | Added |
| Glenview Trust Co | 73,388 | $3.32M | 0.09% | +2,852+4.0% | Added |
| Hollencrest Capital Management | 73,433 | $3.33M | 0.35% | +245+0.3% | Added |
| First National Trust Co | 73,902 | $3.35M | 0.16% | −3,698−4.8% | Reduced |
| Epoch Investment Partners, Inc. | 73,916 | $3.35M | 0.02% | −1,172−1.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 73,992 | $3.35M | 0.05% | +43,514+142.8% | Added |
| Cornerstone Wealth Group, LLC | 74,141 | $3.36M | 0.61% | +451+0.6% | Added |
| Heritage Investors Management Corp | 74,306 | $3.37M | 0.13% | −615−0.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 72,883 | $3.37M | 0.22% | −4,979−6.4% | Reduced |
| Heritage Trust Co | 74,762 | $3.39M | 0.50% | +981+1.3% | Added |
| Oxbow Advisors, LLC | 75,489 | $3.42M | 0.54% | −277−0.4% | Reduced |
| Aua Capital Management, LLC | 75,724 | $3.43M | 2.36% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 75,959 | $3.44M | 0.06% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 77,186 | $3.50M | 0.43% | +9,498+14.0% | Added |
| Metropolitan Life Insurance Co | 77,790 | $3.52M | 0.17% | −2,073−2.6% | Reduced |
| Walleye Trading LLC | 78,037 | $3.54M | 0.18% | −82,251−51.3% | Reduced |
| Good Life Advisors, LLC | 78,231 | $3.54M | 0.40% | +7,662+10.9% | Added |
| Cypress Capital Group | 78,844 | $3.57M | 0.52% | −4,410−5.3% | Reduced |
| Mechanics Bank Trust Department | 79,141 | $3.59M | 0.57% | −1,796−2.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 79,497 | $3.60M | 0.35% | +1,696+2.2% | Added |
| JustInvest LLC | 79,593 | $3.61M | 0.11% | −6,352−7.4% | Reduced |
| Apollon Wealth Management, LLC | 80,382 | $3.64M | 0.18% | +4,359+5.7% | Added |
| Altrius Capital Management Inc | 80,792 | $3.66M | 1.08% | +10,554+15.0% | Added |
| Formidable Asset Management, LLC | 80,825 | $3.66M | 0.80% | +2,727+3.5% | Added |
| CFM Wealth Partners LLC | 80,911 | $3.67M | 0.89% | −129−0.2% | Reduced |
| Argent Trust Co | 81,919 | $3.71M | 0.20% | +5,133+6.7% | Added |
| Greystone Financial Group, LLC | 82,442 | $3.73M | 0.87% | −83,084−50.2% | Reduced |
| Twin Tree Management, LP | 83,162 | $3.77M | 0.08% | +32,045+62.7% | Added |
| Vestmark Advisory Solutions, Inc. | 83,178 | $3.77M | 0.14% | +372+0.4% | Added |
| M&G Investment Management Ltd | 83,980 | $3.78M | 0.02% | −25,973−23.6% | Reduced |
| Bluefin Capital Management, LLC | 83,700 | $3.79M | 0.86% | – | – |
| Banque Cantonale Vaudoise | 83,821 | $3.80M | 0.18% | −35,517−29.8% | Reduced |
| Ascent Group, LLC | 86,509 | $3.83M | 0.42% | −6,850−7.3% | Reduced |
| Stokes Family Office, LLC | 85,136 | $3.86M | 0.45% | +4,202+5.2% | Added |
| Merit Financial Group, LLC | 85,529 | $3.87M | 0.13% | +10,993+14.7% | Added |
| Beverly Hills Private Wealth, LLC | 88,202 | $3.88M | 0.64% | +42,916+94.8% | Added |
| New Mexico Educational Retirement Board | 86,795 | $3.93M | 0.17% | +3,900+4.7% | Added |
| Scotia Capital Inc. | 87,094 | $3.95M | 0.03% | −5,508−5.9% | Reduced |
| Heritage Wealth Advisors | 87,108 | $3.95M | 0.21% | +22,728+35.3% | Added |
| Foundations Investment Advisors, LLC | 87,762 | $3.98M | 0.13% | +71,918+453.9% | Added |
| Stephens Inc | 88,037 | $3.99M | 0.07% | +9,641+12.3% | Added |
| Weiss Asset Management LP | 88,300 | $4.00M | 0.51% | +24,800+39.1% | Added |
| Brookstone Capital Management | 86,997 | $4.00M | 0.08% | −1,046−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 88,648 | $4.01M | 0.14% | +30,746+53.1% | Added |
| Van Eck Associates Corp | 88,856 | $4.03M | 0.01% | −282,376−76.1% | Reduced |
| SYSTM Wealth Solutions LLC | 88,892 | $4.03M | 0.55% | +59,538+202.8% | Added |
| Annex Advisory Services, LLC | 89,096 | $4.04M | 0.22% | +727+0.8% | Added |
| MAI Capital Management | 89,489 | $4.05M | 0.06% | +5,868+7.0% | Added |
| Jarislowsky, Fraser Ltd | 89,600 | $4.06M | 0.02% | −6,487−6.8% | Reduced |
| Vestcor Inc | 89,610 | $4.06M | 0.15% | +39,887+80.2% | Added |
| Texas Yale Capital Corp. | 89,603 | $4.06M | 0.19% | −284−0.3% | Reduced |
| Baugh & Associates, LLC | 89,733 | $4.06M | 2.45% | +978+1.1% | Added |