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 |
|---|---|---|---|---|---|
| CNB Bank | 2,869 | $130.0K | 0.08% | −455−13.7% | Reduced |
| Sutton Wealth Advisors Inc. | 2,893 | $131.0K | 0.06% | +36+1.3% | Added |
| Itau Unibanco Holding S.A. | 2,899 | $131.3K | 0.01% | +988+51.7% | Added |
| GPS Wealth Strategies Group, LLC | 2,925 | $132.5K | 0.02% | −199−6.4% | Reduced |
| Slocum, Gordon & Co LLP | 2,950 | $133.6K | 0.11% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,900 | $134.1K | 0.15% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,017 | $135.7K | 0.04% | +3,017 | New |
| Chesapeake Asset Management LLC | 3,000 | $135.9K | 0.12% | +3,000 | New |
| Granite FO LLC | 3,000 | $135.9K | 0.09% | −3,000−50.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $136.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,015 | $136.6K | 0.02% | +323+12.0% | Added |
| Antonetti Capital Management LLC | 3,045 | $137.9K | 0.20% | −96−3.1% | Reduced |
| Laurel Wealth Advisors LLC | 3,088 | $139.9K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,096 | $140.2K | 0.04% | +20+0.7% | Added |
| First Capital Advisors Group, LLC. | 3,128 | $141.7K | 0.07% | +3,128 | New |
| JFS Wealth Advisors, LLC | 3,172 | $143.7K | 0.01% | −9−0.3% | Reduced |
| PFS Partners, LLC | 3,211 | $145.5K | 0.12% | −43−1.3% | Reduced |
| Evermay Wealth Management LLC | 3,161 | $145.8K | 0.03% | −55−1.7% | Reduced |
| First Command Bank | 3,240 | $146.8K | 0.01% | −571−15.0% | Reduced |
| First Command Financial Services, Inc. | 3,240 | $146.8K | 0.01% | −571−15.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,250 | $147.0K | 0.10% | −1,620−33.3% | Reduced |
| Eagle Bay Advisors LLC | 3,330 | $150.8K | 0.09% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,345 | $151.5K | 0.04% | +3,345 | New |
| Larson Financial Group LLC | 3,371 | $152.7K | 0.02% | +640+23.4% | Added |
| MB, Levis & Associates, LLC | 3,411 | $154.5K | 0.10% | +52+1.5% | Added |
| Chilton Capital Management LLC | 3,425 | $155.2K | 0.01% | +42+1.2% | Added |
| Walleye Capital LLC | 3,439 | $155.8K | 0.00% | +3,439 | New |
| Acima Private Wealth, LLC | 3,452 | $156.4K | 0.07% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 3,480 | $157.0K | 0.11% | +2+0.1% | Added |
| American National Bank | 3,469 | $157.1K | 0.03% | +79+2.3% | Added |
| Worth Asset Management, LLC | 3,484 | $157.8K | 0.12% | +4+0.1% | Added |
| Gladius Capital Management LP | 3,485 | $157.9K | 0.08% | −863−19.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 3,498 | $158.5K | 0.09% | +11+0.3% | Added |
| Foster Dykema Cabot & Co Inc | 3,500 | $159.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,547 | $160.6K | 0.13% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,566 | $162.0K | 0.03% | 00.0% | Unchanged |
| Union Savings Bank | 3,626 | $164.6K | 0.10% | +3,626 | New |
| JJJ Advisors Inc. | 3,584 | $165.7K | 0.05% | −44−1.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,692 | $167.2K | 0.04% | +4+0.1% | Added |
| Chiron Investment Management, LLC | 3,703 | $167.7K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 3,711 | $168.1K | 0.08% | +239+6.9% | Added |
| Adirondack Trust Co | 3,764 | $170.9K | 0.08% | −414−9.9% | Reduced |
| Horizon Bancorp Inc | 3,772 | $171.0K | 0.11% | −378−9.1% | Reduced |
| Bellevue Asset Management, LLC | 3,781 | $171.3K | 0.11% | +10+0.3% | Added |
| St Germain D J Co Inc | 3,819 | $173.0K | 0.01% | +3,819 | New |
| Basso Capital Management, L.P. | 3,831 | $173.5K | 0.19% | +3,831 | New |
| Capital Advisors, Ltd. LLC | 3,864 | $175.0K | 0.03% | +492+14.6% | Added |
| Cranbrook Wealth Management, LLC | 3,872 | $175.4K | 0.05% | +11+0.3% | Added |
| TD Ameritrade Investment Management, LLC | 3,960 | $179.0K | 0.00% | −618−13.5% | Reduced |
| Carolinas Wealth Consulting LLC | 40,625 | $181.6K | 0.04% | +38+0.1% | Added |
| First Financial Corp | 4,069 | $184.3K | 0.12% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4,099 | $185.7K | 0.15% | +26+0.6% | Added |
| Veritas Investment Partners (UK) Ltd. | 4,100 | $185.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4,141 | $187.6K | 0.06% | +175+4.4% | Added |
| Resources Management Corp | 4,225 | $191.0K | 0.03% | −39,920−90.4% | Reduced |
| M&R Capital Management Inc | 4,243 | $192.2K | 0.05% | +614+16.9% | Added |
| Westside Investment Management, Inc. | 4,250 | $192.7K | 0.05% | −300−6.6% | Reduced |
| Options Solutions, LLC | 4,256 | $192.8K | 0.19% | +4,256 | New |
| Pension & Wealth Management Advisors, Inc. | 27,470 | $195.2K | 0.14% | +22,508+453.6% | Added |
| Garde Capital, Inc. | 4,357 | $197.0K | 0.02% | −235−5.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,347 | $197.0K | 0.15% | +460+11.8% | Added |
| Icon Wealth Partners, LLC | 4,372 | $198.0K | 0.02% | −593−11.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,393 | $199.0K | 0.05% | +4,393 | New |
| Mosaic Family Wealth Partners, LLC | 4,419 | $200.2K | 0.04% | +4,419 | New |
| Tradewinds, LLC. | 4,423 | $200.4K | 0.12% | +4,423 | New |
| Pacific Sun Financial Corp | 4,495 | $200.6K | 0.13% | +4,495 | New |
| Coulter & Justus Financial Services, LLC | 4,435 | $200.9K | 0.14% | +4,435 | New |
| SNS Financial Group, LLC | 4,349 | $201.1K | 0.03% | +4,349 | New |
| Financial Advisory Group | 4,444 | $201.3K | 0.04% | +4,444 | New |
| SevenBridge Financial Group, LLC | 4,447 | $201.4K | 0.05% | −516−10.4% | Reduced |
| Long Run Wealth Advisors, LLC | 4,455 | $201.8K | 0.06% | +4,455 | New |
| NTV Asset Management LLC | 4,456 | $201.9K | 0.04% | +4,456 | New |
| Smith Chas P & Associates Pa Cpas | 4,461 | $202.0K | 0.01% | +4,461 | New |
| Aries Wealth Management | 4,460 | $202.0K | 0.08% | +4,460 | New |
| Wedge Capital Management L L P | 4,474 | $202.7K | 0.00% | −151−3.3% | Reduced |
| Beaumont Financial Advisors, LLC | 4,488 | $203.3K | 0.02% | +4,488 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,502 | $203.9K | 0.07% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,507 | $204.2K | 0.06% | +7+0.2% | Added |
| Centurion Wealth Management LLC | 4,511 | $204.4K | 0.10% | +4,511 | New |
| Angeles Wealth Management, LLC | 4,545 | $205.9K | 0.03% | −34−0.7% | Reduced |
| Tower Bridge Advisors | 4,545 | $205.9K | 0.02% | +4,545 | New |
| SignalPoint Asset Management, LLC | 4,555 | $206.3K | 0.06% | +27+0.6% | Added |
| Cape Cod Five Cents Savings Bank | 4,565 | $206.8K | 0.02% | −100−2.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,566 | $206.8K | 0.05% | +2,575+129.3% | Added |
| Resonant Capital Advisors, LLC | 4,484 | $207.3K | 0.02% | +4,484 | New |
| Insight Advisors, LLC | 4,585 | $207.7K | 0.05% | −437−8.7% | Reduced |
| Northwest Wealth Management, LLC | 4,585 | $207.7K | 0.08% | +4,585 | New |
| Lineweaver Wealth Advisors, LLC | 4,589 | $207.9K | 0.06% | −40−0.9% | Reduced |
| NinePointTwo Capital | 4,604 | $208.0K | 0.08% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 4,593 | $208.1K | 0.03% | −50−1.1% | Reduced |
| Elmwood Wealth Management, Inc. | 4,597 | $208.2K | 0.10% | −20−0.4% | Reduced |
| Stonebridge Capital Advisors LLC | 4,599 | $208.4K | 0.02% | +856+22.9% | Added |
| Baker Boyer National Bank | 4,615 | $209.0K | 0.08% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 4,616 | $209.1K | 0.01% | −374−7.5% | Reduced |
| Institute for Wealth Management, LLC. | 4,621 | $209.3K | 0.04% | −64−1.4% | Reduced |
| Weaver Consulting Group | 4,627 | $209.6K | 0.09% | −97−2.1% | Reduced |
| Sound Income Strategies, LLC | 4,632 | $209.8K | 0.02% | −2,579−35.8% | Reduced |
| Woodmont Investment Counsel LLC | 4,636 | $210.0K | 0.02% | −5,675−55.0% | Reduced |
| Community Bank, N.A. | 4,645 | $210.4K | 0.03% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 4,644 | $210.4K | 0.16% | −8,582−64.9% | Reduced |