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 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 87,935 | $4.07M | 0.31% | +27,174+44.7% | Added |
| LVW Advisors, LLC | 90,143 | $4.08M | 0.82% | −8,711−8.8% | Reduced |
| Hosking Partners LLP | 90,175 | $4.08M | 0.17% | +9,445+11.7% | Added |
| Coston, McIsaac & Partners | 90,399 | $4.09M | 1.41% | +2,282+2.6% | Added |
| Global Retirement Partners, LLC | 91,660 | $4.15M | 0.20% | +4,846+5.6% | Added |
| Shilanski & Associates, Inc. | 91,780 | $4.16M | 1.68% | +3,828+4.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 92,239 | $4.18M | 0.44% | +40,487+78.2% | Added |
| Tower Research Capital LLC (TRC) | 92,393 | $4.19M | 0.14% | +60,179+186.8% | Added |
| Lincoln National Corp | 92,399 | $4.19M | 0.08% | +8,662+10.3% | Added |
| Venture Visionary Partners LLC | 92,575 | $4.19M | 0.25% | −14,845−13.8% | Reduced |
| Baldwin Brothers Inc | 92,761 | $4.20M | 0.34% | −1,336−1.4% | Reduced |
| Edmp, Inc. | 92,908 | $4.21M | 4.01% | +2,304+2.5% | Added |
| MainStreet Investment Advisors LLC | 94,751 | $4.29M | 0.47% | −2,560−2.6% | Reduced |
| Grassi Investment Management | 95,386 | $4.32M | 0.48% | −12,000−11.2% | Reduced |
| Rbo & Co LLC | 95,588 | $4.33M | 0.74% | −122,069−56.1% | Reduced |
| Hantz Financial Services, Inc. | 96,352 | $4.37M | 0.11% | −217−0.2% | Reduced |
| Highland Capital Management, LLC | 96,523 | $4.37M | 0.28% | +96,523 | New |
| Mutual Advisors, LLC | 98,035 | $4.44M | 0.17% | +5,654+6.1% | Added |
| Stock Yards Bank & Trust Co | 98,680 | $4.47M | 0.16% | +12,211+14.1% | Added |
| Butensky & Cohen Financial Security, Inc | 99,317 | $4.50M | 1.62% | −2,488−2.4% | Reduced |
| Quadrature Capital Ltd | 99,965 | $4.53M | 0.10% | −39,418−28.3% | Reduced |
| Umb Bank N A | 100,651 | $4.56M | 0.07% | −20.0% | Reduced |
| Massmutual Trust Co FSB | 101,043 | $4.58M | 0.16% | −4,990−4.7% | Reduced |
| Fifth Third Bancorp | 101,912 | $4.62M | 0.02% | −11,223−9.9% | Reduced |
| Equitable Holdings, Inc. | 103,592 | $4.69M | 0.07% | +7,923+8.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 103,618 | $4.69M | 0.02% | +83,024+403.1% | Added |
| Ar Asset Management Inc | 103,626 | $4.69M | 1.26% | 00.0% | Unchanged |
| Nomura Holdings Inc | 103,716 | $4.70M | 0.05% | −16,311−13.6% | Reduced |
| Hutner Capital Management Inc | 103,945 | $4.71M | 2.75% | −2,215−2.1% | Reduced |
| National Asset Management, Inc. | 103,260 | $4.77M | 0.11% | −2,365−2.2% | Reduced |
| Beacon Financial Group | 106,133 | $4.77M | 0.65% | −162−0.2% | Reduced |
| KWMG, LLC | 106,208 | $4.81M | 0.60% | +7,331+7.4% | Added |
| Clifford Swan Investment Counsel LLC | 106,244 | $4.81M | 0.19% | −12,424−10.5% | Reduced |
| Whittier Trust Co | 106,732 | $4.83M | 0.08% | −33,140−23.7% | Reduced |
| Sowell Financial Services LLC | 104,903 | $4.85M | 0.27% | +6,928+7.1% | Added |
| Peapack Gladstone Financial Corp | 107,132 | $4.85M | 0.09% | −7,564−6.6% | Reduced |
| Salomon & Ludwin, LLC | 108,612 | $4.92M | 0.52% | −142−0.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 110,179 | $4.99M | 2.43% | +2,682+2.5% | Added |
| Toroso Investments, LLC | 110,195 | $4.99M | 0.15% | −1,713−1.5% | Reduced |
| Louisiana State Employees Retirement System | 110,400 | $5.00M | 0.11% | −5,700−4.9% | Reduced |
| D. E. Shaw & Co., Inc. | 110,543 | $5.01M | 0.01% | −5,444−4.7% | Reduced |
| Principal Street Partners, LLC | 110,518 | $5.01M | 1.19% | −4,023−3.5% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 110,810 | $5.02M | 1.65% | −3,620−3.2% | Reduced |
| Symphony Financial, Ltd. Co. | 112,412 | $5.06M | 1.24% | +1,617+1.5% | Added |
| Regions Financial Corp | 112,490 | $5.10M | 0.04% | −8,282−6.9% | Reduced |
| Sage Capital Advisors,llc | 113,269 | $5.13M | 1.80% | +1,299+1.2% | Added |
| KBC Group NV | 114,566 | $5.19M | 0.02% | −3,286−2.8% | Reduced |
| Keystone Financial Planning, Inc. | 115,274 | $5.22M | 1.75% | +1,817+1.6% | Added |
| Commonwealth Retirement Investments LLC | 117,048 | $5.30M | 2.96% | +117,048 | New |
| Beacon Harbor Wealth Advisors, Inc. | 117,194 | $5.31M | 1.74% | −888−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 117,217 | $5.31M | 0.08% | +3,555+3.1% | Added |
| Hennessy Advisors Inc | 118,800 | $5.38M | 0.39% | −6,700−5.3% | Reduced |
| Rafferty Asset Management, LLC | 119,407 | $5.41M | 0.03% | +11,422+10.6% | Added |
| Kingsview Wealth Management, LLC | 119,806 | $5.43M | 0.21% | +1,189+1.0% | Added |
| Howe & Rusling Inc | 119,988 | $5.44M | 0.61% | +2,322+2.0% | Added |
| Investment Management Associates Inc | 120,187 | $5.44M | 1.98% | −1,580−1.3% | Reduced |
| Claybrook Capital, LLC | 120,458 | $5.46M | 2.91% | 00.0% | Unchanged |
| Empowered Funds, LLC | 121,693 | $5.51M | 0.19% | +112,196+1,181.4% | Added |
| EA Series Trust | 121,693 | $5.51M | 0.19% | +121,693 | New |
| Aptus Capital Advisors, LLC | 123,865 | $5.61M | 0.16% | −8,220−6.2% | Reduced |
| Avantax Advisory Services, Inc. | 125,002 | $5.66M | 0.06% | −4,531−3.5% | Reduced |
| Independent Advisor Alliance | 127,108 | $5.76M | 0.25% | +2,788+2.2% | Added |
| Johnson Financial Group, Inc. | 126,157 | $5.76M | 0.40% | +5,200+4.3% | Added |
| Hartford Investment Management Co | 127,560 | $5.78M | 0.22% | −25,189−16.5% | Reduced |
| Atria Investments LLC | 128,869 | $5.84M | 0.11% | +5,785+4.7% | Added |
| Windle Wealth, LLC | 128,953 | $5.84M | 4.22% | +5,443+4.4% | Added |
| IFP Advisors, Inc | 82,368 | $5.87M | 0.30% | −11,120−11.9% | Reduced |
| CWA Asset Management Group, LLC | 130,012 | $5.89M | 0.40% | −2,071−1.6% | Reduced |
| LVM Capital Management Ltd | 131,124 | $5.94M | 0.79% | +775+0.6% | Added |
| Beacon Pointe Advisors, LLC | 131,452 | $5.95M | 0.10% | +6,249+5.0% | Added |
| Hyman Charles D | 131,621 | $5.96M | 0.37% | −400−0.3% | Reduced |
| Sigma Planning Corp | 132,315 | $5.99M | 0.22% | −16,135−10.9% | Reduced |
| Point72 Asset Management, L.P. | 132,974 | $6.02M | 0.02% | −752,115−85.0% | Reduced |
| Capital Group Private Client Services, Inc. | 134,986 | $6.11M | 0.07% | −2,342−1.7% | Reduced |
| Viking Fund Management LLC | 136,000 | $6.16M | 1.17% | +46,000+51.1% | Added |
| Maryland State Retirement & Pension System | 136,453 | $6.18M | 0.13% | −5,482−3.9% | Reduced |
| Capital Management Corp | 136,668 | $6.19M | 1.32% | +10,403+8.2% | Added |
| Valley National Advisers Inc | 138,508 | $6.28M | 1.05% | −8,572−5.8% | Reduced |
| Capital International Inc | 138,684 | $6.28M | 0.11% | +52,696+61.3% | Added |
| Kennon-Green & Company, LLC | 138,868 | $6.29M | 5.85% | −1,319−0.9% | Reduced |
| Central Trust Co | 139,408 | $6.32M | 0.18% | −1,247−0.9% | Reduced |
| Daiwa Securities Group Inc. | 140,013 | $6.34M | 0.04% | +1,699+1.2% | Added |
| Crossmark Global Holdings, Inc. | 140,615 | $6.40M | 0.14% | +11,026+8.5% | Added |
| Cresset Asset Management, LLC | 140,940 | $6.50M | 0.05% | +55,952+65.8% | Added |
| Kentucky Retirement Systems | 143,521 | $6.50M | 0.22% | +2,344+1.7% | Added |
| NorthRock Partners, LLC | 144,814 | $6.56M | 0.72% | +7,230+5.3% | Added |
| Stony Point Wealth Management Inc. | 145,252 | $6.58M | 3.28% | −512−0.4% | Reduced |
| Securian Asset Management, Inc | 147,744 | $6.69M | 0.17% | −1,953−1.3% | Reduced |
| Atria Wealth Solutions, Inc. | 146,222 | $6.70M | 0.09% | +8,715+6.3% | Added |
| Greylin Investment Mangement Inc | 148,659 | $6.73M | 1.22% | +9,743+7.0% | Added |
| Callodine Capital Management, LP | 150,000 | $6.79M | 1.95% | +35,000+30.4% | Added |
| CWM, LLC | 151,095 | $6.84M | 0.04% | +23,535+18.5% | Added |
| First Fiduciary Investment Counsel, Inc. | 152,082 | $6.89M | 1.50% | +3,576+2.4% | Added |
| Norinchukin Bank, The | 153,589 | $6.96M | 0.12% | +36,542+31.2% | Added |
| Ritholtz Wealth Management | 154,162 | $6.98M | 0.31% | −19,850−11.4% | Reduced |
| Great Valley Advisor Group, Inc. | 154,163 | $6.98M | 0.29% | +9,233+6.4% | Added |
| Sather Financial Group Inc | 155,600 | $7.05M | 0.56% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 157,207 | $7.12M | 0.55% | +4,140+2.7% | Added |
| Bokf, NA | 157,609 | $7.14M | 0.15% | −4,000−2.5% | Reduced |
| Visionary Wealth Advisors | 158,809 | $7.19M | 0.58% | +3,355+2.2% | Added |