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 |
|---|---|---|---|---|---|
| 9258 Wealth Management, LLC | 5,461 | $247.4K | 0.05% | −381−6.5% | Reduced |
| Bremer Bank National Association | 5,471 | $247.8K | 0.05% | −69−1.2% | Reduced |
| Wayfinding Financial, LLC | 5,459 | $248.0K | 0.17% | −1,204−18.1% | Reduced |
| Buckingham Strategic Partners | 5,494 | $248.9K | 0.01% | +652+13.5% | Added |
| NBW Capital LLC | 5,499 | $249.1K | 0.06% | +681+14.1% | Added |
| Triumph Capital Management | 5,394 | $249.3K | 0.11% | +224+4.3% | Added |
| Abacus Planning Group, Inc. | 5,528 | $250.4K | 0.06% | +36+0.7% | Added |
| First Interstate Bank | 5,533 | $250.6K | 0.02% | −3,679−39.9% | Reduced |
| Appleton Partners Inc | 5,549 | $251.0K | 0.02% | +5,549 | New |
| Affinity Capital Advisors, LLC | 5,552 | $251.5K | 0.07% | −29−0.5% | Reduced |
| Family Management Corp | 5,557 | $251.7K | 0.06% | −752−11.9% | Reduced |
| Legacy Financial Advisors, Inc. | 5,559 | $251.8K | 0.05% | −714−11.4% | Reduced |
| First Citizens Bank & Trust Co | 5,562 | $252.0K | 0.00% | +673+13.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,571 | $252.4K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,585 | $253.0K | 0.04% | +277+5.2% | Added |
| Alterity Financial Group, LLC | 5,588 | $253.1K | 0.37% | −50−0.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,589 | $253.2K | 0.02% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,500 | $254.3K | 0.10% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,500 | $254.3K | 0.04% | +404+7.9% | Added |
| Gries Financial LLC | 5,615 | $254.4K | 0.07% | +510+10.0% | Added |
| Northstar Group, Inc. | 5,634 | $255.2K | 0.06% | 00.0% | Unchanged |
| City Holding Co | 5,658 | $256.2K | 0.04% | −85−1.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,660 | $256.5K | 0.06% | +185+3.4% | Added |
| Atlas Capital Advisors LLC | 5,663 | $256.5K | 0.04% | +5,322+1,560.7% | Added |
| Advisor OS, LLC | 5,665 | $256.6K | 0.04% | +1,128+24.9% | Added |
| Old North State Trust, LLC | 5,671 | $257.0K | 0.19% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 5,595 | $257.3K | 0.01% | −558−9.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 5,685 | $257.5K | 0.05% | +5,685 | New |
| Chiron Capital Management, LLC | 5,701 | $258.3K | 0.20% | +500+9.6% | Added |
| Steward Financial Group LLC | 5,734 | $259.0K | 0.08% | −54−0.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,719 | $259.1K | 0.03% | +5,719 | New |
| American Institute for Advanced Investment Management, LLP | 5,735 | $259.8K | 0.23% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,737 | $259.9K | 0.04% | −114−1.9% | Reduced |
| Connable Office Inc | 5,746 | $260.3K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 5,762 | $261.0K | 0.03% | +1,180+25.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,800 | $261.4K | 0.00% | −333,069−98.3% | Reduced |
| Platform Technology Partners | 5,733 | $261.7K | 0.12% | +1,102+23.8% | Added |
| Oak Harbor Wealth Partners, LLC | 5,782 | $261.9K | 0.09% | +132+2.3% | Added |
| Aberdeen Wealth Management LLC | 5,785 | $262.1K | 0.19% | 00.0% | Unchanged |
| STAR Financial Bank | 5,789 | $262.2K | 0.24% | +113+2.0% | Added |
| Cowa, LLC | 5,797 | $262.6K | 0.17% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 5,800 | $262.7K | 0.32% | −115−1.9% | Reduced |
| Yacktman Asset Management LP | 5,800 | $262.7K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 5,680 | $262.9K | 0.04% | −73−1.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,819 | $263.6K | 0.03% | +14+0.2% | Added |
| Kornitzer Capital Management Inc | 5,841 | $264.6K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5,850 | $265.0K | 0.19% | +5,223+833.0% | Added |
| LaSalle St. Investment Advisors, LLC | 5,887 | $266.0K | 0.12% | −1,816−23.6% | Reduced |
| Weatherly Asset Management L. P. | 5,764 | $266.5K | 0.03% | −7−0.1% | Reduced |
| First United Bank Trust | 5,886 | $266.6K | 0.12% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 5,894 | $267.0K | 0.29% | +264+4.7% | Added |
| Smithfield Trust Co | 5,895 | $267.0K | 0.02% | −1,800−23.4% | Reduced |
| Towerpoint Wealth, LLC | 5,926 | $268.5K | 0.15% | +31+0.5% | Added |
| Zullo Investment Group, Inc. | 5,943 | $269.3K | 0.15% | +83+1.4% | Added |
| Jeppson Wealth Management, LLC | 5,950 | $269.5K | 0.12% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 5,951 | $269.6K | 0.09% | −28−0.5% | Reduced |
| Leonteq Securities AG | 5,957 | $269.9K | 0.03% | −5,675−48.8% | Reduced |
| Trustco Bank Corp N Y | 5,959 | $269.9K | 0.29% | −405−6.4% | Reduced |
| 1st Source Bank | 5,967 | $270.3K | 0.02% | +165+2.8% | Added |
| Charter Trust Co | 5,970 | $270.4K | 0.02% | −1,290−17.8% | Reduced |
| Whalerock Point Partners, LLC | 5,972 | $270.5K | 0.09% | +1,439+31.7% | Added |
| Fort, L.P. | 5,999 | $271.8K | 0.72% | −363−5.7% | Reduced |
| AXS Investments LLC | 6,021 | $272.8K | 0.07% | +1,146+23.5% | Added |
| Fidelis Capital Partners, LLC | 6,037 | $273.5K | 0.10% | +6,037 | New |
| WealthTrust Axiom LLC | 6,041 | $273.7K | 0.09% | −196−3.1% | Reduced |
| V Wealth Advisors LLC | 6,045 | $273.9K | 0.05% | −107−1.7% | Reduced |
| Colonial Trust Advisors | 6,049 | $274.0K | 0.03% | +56+0.9% | Added |
| Allstate Corp | 6,051 | $274.1K | 0.02% | −82−1.3% | Reduced |
| Drive Wealth Management, LLC | 5,944 | $274.8K | 0.10% | −793−11.8% | Reduced |
| Compton Financial Group, LLC | 6,076 | $275.2K | 0.10% | −3,203−34.5% | Reduced |
| Monticello Wealth Management, LLC | 6,080 | $275.4K | 0.03% | +412+7.3% | Added |
| Allen Capital Group, LLC | 6,082 | $275.5K | 0.05% | −299−4.7% | Reduced |
| Defender Capital, LLC. | 6,086 | $275.7K | 0.09% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 6,087 | $275.7K | 0.18% | −102−1.6% | Reduced |
| Silvant Capital Management LLC | 5,966 | $275.9K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 6,103 | $276.0K | 0.01% | +1,847+43.4% | Added |
| Ervin Investment Management, LLC | 6,100 | $276.3K | 0.22% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 6,103 | $276.5K | 0.01% | 00.0% | Unchanged |
| Accuvest Global Advisors | 6,116 | $277.0K | 0.14% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 6,120 | $277.2K | 0.04% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 6,130 | $277.7K | 0.19% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6,130 | $277.7K | 0.04% | −15−0.2% | Reduced |
| Augustine Asset Management Inc | 6,134 | $277.9K | 0.13% | −104−1.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,129 | $278.0K | 0.01% | +1,600+35.3% | Added |
| Summit Wealth Partners, LLC | 6,141 | $278.2K | 0.07% | +14+0.2% | Added |
| Pure Financial Advisors, Inc. | 6,157 | $278.9K | 0.01% | +75+1.2% | Added |
| Apeiron RIA LLC | 6,159 | $279.0K | 0.10% | +1,000+19.4% | Added |
| Lifeworks Advisors, LLC | 6,164 | $279.2K | 0.12% | +1,636+36.1% | Added |
| Tempus Wealth Planning, LLC | 6,165 | $279.3K | 0.13% | +10.0% | Added |
| Summit Financial Wealth Advisors, LLC | 6,169 | $279.5K | 0.06% | −546−8.1% | Reduced |
| Angeles Investment Advisors, LLC | 6,173 | $279.6K | 0.02% | +1,373+28.6% | Added |
| Wambolt & Associates, LLC | 6,175 | $279.7K | 0.10% | −484−7.3% | Reduced |
| Owen LaRue, LLC | 6,094 | $279.8K | 0.29% | −23,244−79.2% | Reduced |
| Moran Wealth Management, LLC | 6,196 | $280.7K | 0.01% | +6,196 | New |
| JSF Financial, LLC | 6,199 | $280.8K | 0.10% | −954−13.3% | Reduced |
| JB Capital LLC | 6,219 | $281.7K | 0.02% | −42−0.7% | Reduced |
| Schoolcraft Capital LLC | 6,225 | $282.0K | 0.08% | +6,225 | New |
| Center for Financial Planning, Inc. | 6,234 | $282.4K | 0.06% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 6,237 | $282.5K | 0.03% | −100−1.6% | Reduced |
| Triangle Securities Wealth Management | 6,240 | $282.7K | 0.10% | 00.0% | Unchanged |