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
- 1,885
- +23 vs. Q1 2023
- Shares held
- 1.05B
- −583.2K (−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
- 711 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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 774 | $34.0K | 0.00% | +280+56.7% | Added |
| Tilia Fiduciary Partners, Inc. | 761 | $34.5K | 0.03% | +7+0.9% | Added |
| Zions Bancorporation, N.A. | 771 | $34.9K | 0.00% | −282−26.8% | Reduced |
| PrairieView Partners, LLC | 800 | $36.0K | 0.00% | +100+14.3% | Added |
| Intelligent Financial Strategies | 800 | $37.0K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 821 | $37.0K | 0.01% | +8+1.0% | Added |
| CGC Financial Services, LLC | 850 | $38.5K | 0.03% | +850 | New |
| Tortoise Investment Management, LLC | 856 | $38.8K | 0.01% | +200+30.5% | Added |
| Newton One Investments LLC | 864 | $39.1K | 0.02% | +17+2.0% | Added |
| Ulland Investment Advisors, LLC | 912 | $41.0K | 0.04% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 913 | $41.4K | 0.01% | +4+0.4% | Added |
| Earnest Partners LLC | 940 | $42.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 985 | $44.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,034 | $46.0K | 0.04% | +141+15.8% | Added |
| Northwest Capital Management Inc | 1,026 | $46.5K | 0.02% | +1,026 | New |
| Baystate Wealth Management LLC | 1,031 | $46.7K | 0.00% | −146−12.4% | Reduced |
| SOA Wealth Advisors, LLC. | 1,045 | $47.4K | 0.01% | +8+0.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,066 | $48.3K | 0.02% | +66+6.6% | Added |
| Spotlight Asset Group, Inc. | 1,096 | $49.6K | 0.04% | +1,096 | New |
| Sawyer & Company, Inc | 1,100 | $50.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,117 | $50.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,142 | $51.7K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 1,146 | $51.9K | 0.04% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,180 | $53.5K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,202 | $54.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,190 | $54.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,202 | $54.0K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,197 | $54.2K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,200 | $54.4K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 1,200 | $54.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,211 | $54.9K | 0.02% | +1,211 | New |
| West Branch Capital LLC | 1,215 | $55.0K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,220 | $55.3K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 1,226 | $55.5K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,245 | $56.4K | 0.02% | −956−43.4% | Reduced |
| Clearview Wealth Advisors LLC | 1,264 | $57.3K | 0.06% | −129−9.3% | Reduced |
| Tucker Asset Management LLC | 1,270 | $57.5K | 0.02% | +100+8.5% | Added |
| Quent Capital, LLC | 1,281 | $58.0K | 0.01% | −230−15.2% | Reduced |
| Wolff Wiese Magana LLC | 1,282 | $58.1K | 0.04% | +310+31.9% | Added |
| Costello Asset Management, INC | 1,300 | $58.9K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 1,330 | $60.2K | 0.07% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,336 | $60.5K | 0.02% | +27+2.1% | Added |
| Kozak & Associates, Inc. | 1,325 | $60.9K | 0.02% | +25+1.9% | Added |
| Canton Hathaway, LLC | 1,340 | $61.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,364 | $61.8K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,360 | $62.0K | 0.05% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,440 | $65.2K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,430 | $66.1K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,464 | $66.3K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,479 | $67.0K | 0.06% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,500 | $68.0K | 0.00% | −963−39.1% | Reduced |
| Cowen Prime Advisors LLC | 1,500 | $68.0K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,512 | $68.5K | 0.05% | +28+1.9% | Added |
| Hoese & Co LLP | 1,600 | $72.5K | 0.07% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 1,600 | $72.5K | 0.06% | +1,600 | New |
| S.A. Mason LLC | 1,650 | $73.6K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,676 | $75.9K | 0.02% | −979−36.9% | Reduced |
| 25 LLC | 1,680 | $76.6K | 0.04% | +26+1.6% | Added |
| Barrett & Company, Inc. | 1,697 | $76.9K | 0.04% | 00.0% | Unchanged |
| Lansing Street Advisors | 1,719 | $77.9K | 0.05% | +30+1.8% | Added |
| WR Wealth Planners, LLC | 1,724 | $78.1K | 0.03% | +23+1.4% | Added |
| Pacific Center for Financial Services | 1,732 | $78.5K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,780 | $81.0K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 1,836 | $83.2K | 0.01% | +9+0.5% | Added |
| Crewe Advisors LLC | 1,845 | $83.6K | 0.01% | −487−20.9% | Reduced |
| Avion Wealth | 1,886 | $84.0K | 0.02% | +283+17.7% | Added |
| Strategic Investment Solutions, Inc. | 1,910 | $85.1K | 0.02% | −2,252−54.1% | Reduced |
| Rock Creek Group, LP | 1,890 | $85.6K | 0.01% | −86−4.4% | Reduced |
| AdvisorShares Investments LLC | 1,890 | $85.6K | 0.02% | +140+8.0% | Added |
| SRS Capital Advisors, Inc. | 1,967 | $89.1K | 0.01% | −164−7.7% | Reduced |
| Baker Avenue Asset Management, LP | 1,986 | $90.0K | 0.00% | +1,611+429.6% | Added |
| Sanctuary Wealth Management, L.L.C. | 2,014 | $91.2K | 0.10% | +2,014 | New |
| Atticus Wealth Management, LLC | 2,032 | $92.0K | 0.03% | −327−13.9% | Reduced |
| BerganKDV Wealth Management, LLC | 2,034 | $92.1K | 0.01% | −157−7.2% | Reduced |
| Missouri Trust & Investment Co | 2,100 | $95.1K | 0.05% | +1,100+110.0% | Added |
| Kelly Financial Services LLC | 2,148 | $97.3K | 0.05% | −62−2.8% | Reduced |
| Highlander Capital Management, LLC | 2,188 | $99.0K | 0.05% | +193+9.7% | Added |
| FSC Wealth Advisors, LLC | 2,220 | $100.6K | 0.09% | +1,000+82.0% | Added |
| Norwood Financial Corp | 2,281 | $103.3K | 0.15% | +971+74.1% | Added |
| Motco | 2,316 | $104.9K | 0.01% | −103,732−97.8% | Reduced |
| Field & Main Bank | 2,400 | $108.7K | 0.06% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,350 | $109.0K | 0.12% | −200−7.8% | Reduced |
| Prestige Wealth Management Group LLC | 2,373 | $109.7K | 0.03% | −10,624−81.7% | Reduced |
| Roble, Belko & Company, Inc | 2,485 | $113.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,500 | $113.2K | 0.02% | −26−1.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,499 | $113.2K | 0.05% | +2,499 | New |
| General Partner, Inc. | 2,508 | $113.6K | 0.09% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2,520 | $114.0K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,635 | $115.2K | 0.01% | −70−2.6% | Reduced |
| First National Bank of South Miami | 2,550 | $115.5K | 0.09% | −149−5.5% | Reduced |
| O'Dell Group, LLC | 2,561 | $116.0K | 0.03% | +2,561 | New |
| Addison Advisors LLC | 2,561 | $116.0K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,624 | $118.9K | 0.01% | −38−1.4% | Reduced |
| AlphaMark Advisors, LLC | 2,618 | $119.0K | 0.05% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2,655 | $120.2K | 0.05% | −178−6.3% | Reduced |
| Riverview Trust Co | 2,655 | $120.3K | 0.11% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,661 | $120.5K | 0.03% | +1,958+278.5% | Added |
| Sittner & Nelson, LLC | 2,752 | $124.7K | 0.07% | −3,015−52.3% | Reduced |
| Bank of New Hampshire | 2,820 | $127.7K | 0.04% | +500+21.6% | Added |
| West Oak Capital, LLC | 2,840 | $128.7K | 0.06% | 00.0% | Unchanged |