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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 6,246 | $283.0K | 0.01% | −295−4.5% | Reduced |
| Credit Agricole S A | 6,250 | $283.1K | 0.01% | +6,250 | New |
| Arrow Financial Corp | 6,281 | $284.5K | 0.03% | −500−7.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,281 | $284.5K | 0.13% | +48+0.8% | Added |
| Souders Financial Advisors | 6,286 | $284.8K | 0.05% | +58+0.9% | Added |
| Edgemoor Investment Advisors, Inc. | 6,305 | $285.6K | 0.03% | −298−4.5% | Reduced |
| King Wealth | 6,303 | $286.0K | 0.06% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 6,343 | $287.3K | 0.02% | +6,343 | New |
| Cape Investment Advisory, Inc. | 6,344 | $287.4K | 0.16% | +77+1.2% | Added |
| Hemenway Trust Co LLC | 6,365 | $288.3K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 6,371 | $288.6K | 0.18% | +340+5.6% | Added |
| Physicians Financial Services, Inc. | 6,379 | $289.0K | 0.11% | −200−3.0% | Reduced |
| River Street Advisors LLC | 6,394 | $289.6K | 0.28% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 6,432 | $291.4K | 0.06% | 00.0% | Unchanged |
| Channel Wealth LLC | 6,434 | $291.4K | 0.17% | +1,686+35.5% | Added |
| Smith Anglin Financial, LLC | 6,458 | $292.5K | 0.04% | +871+15.6% | Added |
| Baxter Bros Inc | 6,468 | $293.0K | 0.04% | 00.0% | Unchanged |
| Axim Planning & Wealth | 6,472 | $293.2K | 0.26% | +432+7.2% | Added |
| Peoples Financial Services Corp. | 6,497 | $294.2K | 0.13% | −100−1.5% | Reduced |
| Capital Insight Partners, LLC | 6,500 | $294.4K | 0.07% | −640−9.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $294.4K | 0.11% | 00.0% | Unchanged |
| Pacitti Group Inc. | 6,453 | $294.6K | 0.21% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,559 | $297.1K | 0.19% | +41+0.6% | Added |
| Yarger Wealth Strategies, LLC | 6,561 | $297.2K | 0.27% | +204+3.2% | Added |
| Financial Architects, Inc | 6,563 | $297.3K | 0.04% | +116+1.8% | Added |
| SFMG, LLC | 6,569 | $297.6K | 0.03% | +10.0% | Added |
| Midwest Financial Group LLC | 6,570 | $298.0K | 0.25% | −100−1.5% | Reduced |
| Kapitalo Investimentos Ltda | 6,598 | $298.9K | 0.06% | +6,598 | New |
| Guyasuta Investment Advisors Inc | 6,601 | $299.0K | 0.02% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 6,614 | $300.1K | 0.16% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 6,635 | $300.6K | 0.09% | −1,000−13.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,638 | $300.7K | 0.16% | +3,111+88.2% | Added |
| Mill Creek Capital Advisors, LLC | 6,644 | $301.0K | 0.01% | +669+11.2% | Added |
| Financial Management Professionals, Inc. | 6,644 | $301.0K | 0.05% | +160+2.5% | Added |
| Next Capital Management LLC | 6,649 | $301.2K | 0.14% | +2,073+45.3% | Added |
| Pinnacle Bancorp, Inc. | 6,659 | $301.7K | 0.10% | +245+3.8% | Added |
| Creative Financial Designs Inc | 6,660 | $301.7K | 0.04% | −52−0.8% | Reduced |
| New Vernon Capital Holdings II LLC | 6,668 | $302.1K | 0.20% | +2,228+50.2% | Added |
| Regent Peak Wealth Advisors LLC | 6,675 | $302.4K | 0.09% | −94−1.4% | Reduced |
| West Bancorporation Inc | 6,675 | $302.4K | 0.20% | −64−0.9% | Reduced |
| First County Bank | 6,692 | $303.1K | 0.15% | −4,051−37.7% | Reduced |
| V2 Financial group LLC | 6,699 | $303.5K | 0.22% | +48+0.7% | Added |
| Retirement Group, LLC | 6,701 | $303.6K | 0.13% | −42−0.6% | Reduced |
| Byrne Asset Management LLC | – | $304.0K | 0.20% | – | – |
| TSFG, LLC | 6,739 | $305.0K | 0.11% | +14+0.2% | Added |
| RFP Financial Group LLC | 6,737 | $305.2K | 0.12% | +5,712+557.3% | Added |
| Abbrea Capital, LLC | 6,608 | $306.0K | 0.05% | +1,517+29.8% | Added |
| Tompkins Financial Corp | 6,762 | $306.3K | 0.05% | −65−1.0% | Reduced |
| Keystone Financial Group | 6,766 | $306.5K | 0.05% | +6,766 | New |
| Wells Trecaso Financial Group, LLC | 6,787 | $307.5K | 0.13% | +8+0.1% | Added |
| Indiana Trust & Investment Management CO | 6,793 | $307.7K | 0.16% | −15,202−69.1% | Reduced |
| Jones Financial Companies LLLP | 6,793 | $307.7K | 0.00% | −164−2.4% | Reduced |
| Mechanics Financial Corp | 6,793 | $307.7K | 0.17% | +2,128+45.6% | Added |
| Wendell David Associates Inc | 6,800 | $308.0K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,802 | $308.1K | 0.08% | +112+1.7% | Added |
| Webster Bank, N. A. | 6,809 | $308.4K | 0.04% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 6,832 | $309.5K | 0.13% | −579−7.8% | Reduced |
| Colonial Trust Co | 6,850 | $310.3K | 0.07% | +2,738+66.6% | Added |
| Congress Wealth Management LLC | 6,897 | $312.4K | 0.01% | −3,378−32.9% | Reduced |
| MBA Advisors LLC | 6,923 | $313.6K | 0.19% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,942 | $314.5K | 0.01% | +22+0.3% | Added |
| MCF Advisors LLC | 6,885 | $317.0K | 0.03% | +109+1.6% | Added |
| D. Scott Neal, Inc. | 7,000 | $317.1K | 0.24% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7,005 | $317.3K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 7,025 | $318.2K | 0.04% | 00.0% | Unchanged |
| Mairs & Power Inc | 7,064 | $320.0K | 0.00% | +20.0% | Added |
| Bayesian Capital Management, LP | 7,074 | $320.5K | 0.03% | +7,074 | New |
| Equitable Trust Co | 7,130 | $323.0K | 0.02% | −300−4.0% | Reduced |
| Community Trust & Investment Co | 7,130 | $323.0K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 7,145 | $324.0K | 0.03% | +10.0% | Added |
| Smith Shellnut Wilson LLC | 7,163 | $324.5K | 0.18% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 7,165 | $325.0K | 0.01% | +599+9.1% | Added |
| KCM Investment Advisors LLC | 7,182 | $325.4K | 0.01% | −2,164−23.2% | Reduced |
| Opal Wealth Advisors, LLC | 7,186 | $325.5K | 0.16% | +146+2.1% | Added |
| First Financial Bank - Trust Division | 7,194 | $325.9K | 0.03% | −115−1.6% | Reduced |
| HHM Wealth Advisors, LLC | 7,198 | $326.1K | 0.06% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 7,225 | $327.3K | 0.22% | +7,225 | New |
| Beacon Capital Management, LLC | 7,240 | $328.0K | 0.09% | +535+8.0% | Added |
| Delta Investment Management, LLC | 7,262 | $329.0K | 0.09% | −400−5.2% | Reduced |
| Quantitative Investment Management, LLC | 7,287 | $330.0K | 0.03% | −26,947−78.7% | Reduced |
| Kenfarb & Co. | 7,300 | $330.6K | 0.29% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 7,303 | $330.8K | 0.04% | −50−0.7% | Reduced |
| Clarus Group, Inc. | 7,326 | $331.9K | 0.24% | +1,438+24.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 7,333 | $332.0K | 0.05% | +1,650+29.0% | Added |
| Dorsey & Whitney Trust CO LLC | 7,382 | $334.4K | 0.03% | −1,258−14.6% | Reduced |
| Valmark Advisers, Inc. | 7,393 | $334.9K | 0.01% | −24,642−76.9% | Reduced |
| Requisite Capital Management, LLC | 7,253 | $335.4K | 0.09% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 7,452 | $337.6K | 0.07% | −366−4.7% | Reduced |
| Farther Finance Advisors, LLC | 7,477 | $338.7K | 0.07% | +3,993+114.6% | Added |
| Plan Group Financial, LLC | 7,689 | $339.6K | 0.28% | +7,689 | New |
| RS Crum Inc. | 7,505 | $340.0K | 0.12% | −400−5.1% | Reduced |
| Front Barnett Associates LLC | 7,506 | $340.0K | 0.04% | −60−0.8% | Reduced |
| Vivaldi Capital Management, LLC | 7,516 | $340.5K | 0.10% | +778+11.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,530 | $341.1K | 0.17% | −125−1.6% | Reduced |
| Princeton Global Asset Management LLC | 7,561 | $342.5K | 0.10% | −10,333−57.7% | Reduced |
| WealthPlan Investment Management, LLC | 7,564 | $342.6K | 0.10% | −3,356−30.7% | Reduced |
| N.E.W. Advisory Services LLC | 7,587 | $343.7K | 0.05% | +7,587 | New |
| Truvestments Capital LLC | 7,589 | $343.8K | 0.17% | −832−9.9% | Reduced |
| First Business Financial Services, Inc. | 7,616 | $345.0K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,626 | $345.5K | 0.10% | +22+0.3% | Added |