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 |
|---|---|---|---|---|---|
| Well Done, LLC | 4,648 | $210.6K | 0.04% | −1,164−20.0% | Reduced |
| High Net Worth Advisory Group LLC | 4,649 | $210.6K | 0.08% | 00.0% | Unchanged |
| Ellerson Group Inc | 4,650 | $210.6K | 0.20% | −1,200−20.5% | Reduced |
| BLB&B Advisors, LLC | 4,650 | $210.6K | 0.01% | −184−3.8% | Reduced |
| Mezzasalma Advisors, LLC | 4,661 | $211.1K | 0.13% | −150−3.1% | Reduced |
| Act Wealth Management, LLC | 4,669 | $211.5K | 0.12% | +41+0.9% | Added |
| DT Investment Partners, LLC | 4,696 | $212.2K | 0.02% | +506+12.1% | Added |
| Fortitude Advisory Group L.L.C. | 4,684 | $212.2K | 0.16% | −347−6.9% | Reduced |
| First Citizens Financial Corp | 4,693 | $212.6K | 0.14% | +4,693 | New |
| TFB Advisors LLC | 4,720 | $213.8K | 0.09% | +4,720 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,719 | $214.0K | 0.02% | −391−7.7% | Reduced |
| Detalus Advisors, LLC | 4,727 | $214.1K | 0.10% | −90−1.9% | Reduced |
| Meridian Wealth Partners, LLC | 4,729 | $214.2K | 0.04% | +106+2.3% | Added |
| State of Wyoming | 4,730 | $214.3K | 0.06% | −4,251−47.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,743 | $215.0K | 0.00% | 00.0% | Unchanged |
| William Allan, LLC | 4,750 | $215.2K | 0.16% | +50+1.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 4,755 | $215.4K | 0.02% | +10.0% | Added |
| Bragg Financial Advisors, Inc | 4,773 | $216.2K | 0.01% | +4,773 | New |
| Family Firm, Inc. | 4,787 | $216.8K | 0.06% | +8+0.2% | Added |
| Amica Retiree Medical Trust | 4,791 | $217.0K | 0.24% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,800 | $217.5K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,808 | $217.8K | 0.02% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 4,812 | $218.0K | 0.20% | −60,562−92.6% | Reduced |
| Coastal Capital Group, Inc. | 4,815 | $218.1K | 0.05% | −372−7.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,726 | $218.5K | 0.02% | −842−15.1% | Reduced |
| Apexium Financial, LP | 4,755 | $219.0K | 0.02% | −112−2.3% | Reduced |
| Barry Investment Advisors, LLC | 4,755 | $219.9K | 0.07% | +41+0.9% | Added |
| Sonata Capital Group Inc | 4,864 | $220.0K | 0.11% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,861 | $220.2K | 0.15% | −129−2.6% | Reduced |
| Manchester Capital Management LLC | 4,870 | $220.6K | 0.03% | −4,340−47.1% | Reduced |
| Carlson Capital Management | 4,878 | $221.0K | 0.01% | −643−11.6% | Reduced |
| Ingalls & Snyder LLC | 4,873 | $221.0K | 0.01% | +265+5.8% | Added |
| Capital Investment Counsel, Inc | 4,884 | $221.2K | 0.04% | −192−3.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 4,893 | $221.6K | 0.15% | +87+1.8% | Added |
| Country Club Bank | 4,929 | $221.7K | 0.02% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,913 | $222.6K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,926 | $223.1K | 0.17% | −25−0.5% | Reduced |
| Latitude Advisors, LLC | 4,930 | $223.3K | 0.16% | +4,930 | New |
| Jag Capital Management, LLC | 4,945 | $224.0K | 0.03% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 4,949 | $224.2K | 0.08% | +4,949 | New |
| NWF Advisory Services Inc. | 4,951 | $224.3K | 0.05% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,975 | $225.4K | 0.12% | −113−2.2% | Reduced |
| Thoroughbred Financial Services, LLC | 4,999 | $226.0K | 0.03% | −798−13.8% | Reduced |
| GFS Advisors, LLC | 4,992 | $226.0K | 0.05% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 4,992 | $226.1K | 0.20% | 00.0% | Unchanged |
| Alta Advisers Ltd | 5,000 | $226.5K | 0.13% | 00.0% | Unchanged |
| Kennedy Investment Group | 5,003 | $226.6K | 0.13% | +49+1.0% | Added |
| Beacon Investment Advisory Services, Inc. | 5,010 | $227.0K | 0.01% | +93+1.9% | Added |
| EverSource Wealth Advisors, LLC | 5,034 | $228.0K | 0.03% | +799+18.9% | Added |
| Prostatis Group LLC | 199,723 | $228.5K | 0.11% | +194,678+3,858.8% | Added |
| Arvest Trust Co N A | 5,033 | $228.6K | 0.01% | +5,033 | New |
| Legacy Financial Group, Inc. | 5,048 | $228.7K | 0.11% | +5,048 | New |
| Perennial Investment Advisors, LLC | 5,055 | $229.0K | 0.04% | +239+5.0% | Added |
| Balboa Wealth Partners | 5,061 | $229.3K | 0.08% | −1,258−19.9% | Reduced |
| Alera Investment Advisors, LLC | 5,090 | $230.6K | 0.05% | −35−0.7% | Reduced |
| Day & Ennis, LLC | 5,103 | $231.2K | 0.09% | +64+1.3% | Added |
| Thompson Davis & Co., Inc. | 5,104 | $231.2K | 0.26% | +32+0.6% | Added |
| Archer Investment Corp | 5,106 | $231.3K | 0.08% | +301+6.3% | Added |
| Eagle Ridge Investment Management | 5,108 | $231.4K | 0.02% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 5,115 | $231.7K | 0.03% | +7+0.1% | Added |
| Vicus Capital | 5,125 | $232.2K | 0.02% | +265+5.5% | Added |
| M. Kraus & Co | 5,130 | $232.4K | 0.08% | −656−11.3% | Reduced |
| West Family Investments, Inc. | 5,153 | $233.4K | 0.09% | +5,153 | New |
| BDO Wealth Advisors, LLC | 5,153 | $233.5K | 0.03% | +79+1.6% | Added |
| Becker Capital Management Inc | 5,068 | $233.5K | 0.01% | +5,068 | New |
| Cardiff Park Advisors, LLC | 5,160 | $233.7K | 0.03% | +11+0.2% | Added |
| Morris Financial Concepts, Inc. | 5,162 | $233.8K | 0.15% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,165 | $234.0K | 0.05% | −267−4.9% | Reduced |
| Magnus Financial Group LLC | 5,171 | $234.3K | 0.03% | −27−0.5% | Reduced |
| Nicolet Bankshares Inc | 5,184 | $234.8K | 0.07% | −1,098−17.5% | Reduced |
| MV Capital Management, Inc. | 5,185 | $234.9K | 0.03% | +396+8.3% | Added |
| Gratus Capital LLC | 5,197 | $235.4K | 0.02% | −1,695−24.6% | Reduced |
| Planned Solutions, Inc. | 5,200 | $235.6K | 0.14% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 5,211 | $236.1K | 0.16% | +58+1.1% | Added |
| Great Lakes Advisors, LLC | 5,227 | $236.8K | 0.00% | −6,231−54.4% | Reduced |
| CRA Financial Services, LLC | 5,248 | $237.7K | 0.06% | +9+0.2% | Added |
| Corrigan Financial, Inc. | 5,294 | $239.8K | 0.08% | +236+4.7% | Added |
| Nadler Financial Group, Inc. | 5,300 | $240.1K | 0.04% | +11+0.2% | Added |
| Curi Capital | 5,305 | $240.3K | 0.03% | +40+0.8% | Added |
| Cedar Brook Financial Partners, LLC | 5,307 | $240.4K | 0.06% | +100+1.9% | Added |
| Waddell & Associates, LLC | 5,308 | $240.5K | 0.04% | +49+0.9% | Added |
| Bulltick Wealth Management, LLC | 5,096 | $240.5K | 0.06% | +5,096 | New |
| Executive Wealth Management, LLC | 5,324 | $241.2K | 0.02% | +26+0.5% | Added |
| Carson Advisory Inc. | 5,327 | $241.3K | 0.20% | +36+0.7% | Added |
| Johnson Midwest Financial, LLC | 5,328 | $241.3K | 0.21% | +62+1.2% | Added |
| Univest Financial Corp | 5,330 | $241.4K | 0.07% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,356 | $243.0K | 0.06% | −562−9.5% | Reduced |
| Cubic Asset Management, LLC | 5,368 | $243.2K | 0.07% | +5,368 | New |
| Mark Stevens | 5,383 | $243.8K | 0.03% | +611+12.8% | Added |
| Monetary Management Group Inc | 5,400 | $244.6K | 0.07% | −2,000−27.0% | Reduced |
| Birch Hill Investment Advisors LLC | 5,400 | $244.6K | 0.01% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 5,400 | $244.6K | 0.07% | +100+1.9% | Added |
| Aprio Wealth Management, LLC | 5,428 | $245.9K | 0.07% | +5,428 | New |
| Howard Financial Services, Ltd. | 5,428 | $245.9K | 0.06% | +49+0.9% | Added |
| Harbor Investment Advisory, LLC | 5,435 | $246.2K | 0.03% | +503+10.2% | Added |
| Great Waters Wealth Management | 5,436 | $246.3K | 0.05% | +5,436 | New |
| Fairfield, Bush & Co. | 5,440 | $246.4K | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 5,449 | $246.9K | 0.03% | −353−6.1% | Reduced |
| 626 Financial, LLC | 5,455 | $247.1K | 0.16% | +195+3.7% | Added |
| HC Advisors, LLC | 5,459 | $247.3K | 0.14% | −975−15.2% | Reduced |