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 |
|---|---|---|---|---|---|
| SP Asset Management LLC | 7,642 | $346.2K | 0.04% | +143+1.9% | Added |
| Evoke Wealth, LLC | 7,501 | $346.9K | 0.01% | +449+6.4% | Added |
| Ronald Blue Trust, Inc. | 7,842 | $350.0K | 0.01% | −6,723−46.2% | Reduced |
| Investment Advisory Group, LLC | 7,760 | $351.5K | 0.18% | −421−5.1% | Reduced |
| Cutler Group LP | 7,783 | $352.0K | 0.08% | +4,068+109.5% | Added |
| Advus Financial Partners, LLC | 7,801 | $353.4K | 0.14% | −557−6.7% | Reduced |
| Teamwork Financial Advisors, LLC | 7,803 | $353.5K | 0.06% | −399−4.9% | Reduced |
| Centerpoint Advisors, LLC | 7,820 | $354.0K | 0.14% | +7+0.1% | Added |
| Harvey Investment Co LLC | 7,833 | $355.0K | 0.05% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 7,864 | $356.2K | 0.03% | +435+5.9% | Added |
| Mayfair Advisory Group, LLC | 7,770 | $357.2K | 0.36% | +108+1.4% | Added |
| Berger Financial Group, Inc | 7,906 | $358.1K | 0.04% | +68+0.9% | Added |
| Engineers Gate Manager LP | 7,915 | $358.6K | 0.01% | −123,372−94.0% | Reduced |
| Lane & Associates LLC | 7,925 | $359.0K | 0.29% | +285+3.7% | Added |
| Luts & Greenleigh Group, Inc | 7,947 | $360.0K | 0.44% | +100+1.3% | Added |
| Grimes & Company, Inc. | 7,949 | $360.1K | 0.01% | −245−3.0% | Reduced |
| Reaves W H & Co Inc | 8,000 | $362.0K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 8,008 | $362.8K | 0.21% | +8,008 | New |
| Old Second National Bank of Aurora | 8,009 | $362.8K | 0.10% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 8,022 | $363.4K | 0.17% | +8,022 | New |
| Woodard & Co Asset Management Group Inc | 8,057 | $365.0K | 0.12% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 8,058 | $365.0K | 0.35% | +90+1.1% | Added |
| Raleigh Capital Management Inc. | 8,085 | $366.3K | 0.18% | −317−3.8% | Reduced |
| Azimuth Capital Investment Management LLC | 8,100 | $366.9K | 0.02% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 8,102 | $367.0K | 0.21% | −95−1.2% | Reduced |
| Syntax Advisors, LLC | 8,102 | $367.0K | 0.30% | −95−1.2% | Reduced |
| Private Wealth Partners, LLC | 8,130 | $368.3K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8,144 | $368.9K | 0.16% | +10.0% | Added |
| Howland Capital Management LLC | 7,980 | $369.0K | 0.02% | −162−2.0% | Reduced |
| Rockland Trust Co | 8,170 | $370.1K | 0.02% | −3,829−31.9% | Reduced |
| Legacy Advisors, LLC | 8,202 | $371.6K | 0.06% | +8,202 | New |
| Pflug Koory, LLC | 8,231 | $372.9K | 0.19% | +10+0.1% | Added |
| Soltis Investment Advisors LLC | 8,234 | $373.0K | 0.04% | +260+3.3% | Added |
| Herold Advisors, Inc. | 8,257 | $374.0K | 0.11% | −201−2.4% | Reduced |
| Sterling Investment Counsel, LLC | 8,270 | $374.6K | 0.20% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 8,282 | $375.2K | 0.26% | +84+1.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,300 | $376.0K | 0.05% | −1,367−14.1% | Reduced |
| Callahan Advisors, LLC | 8,301 | $376.0K | 0.05% | +10+0.1% | Added |
| Armstrong Advisory Group, Inc | 8,316 | $376.7K | 0.04% | +2,192+35.8% | Added |
| TCI Wealth Advisors, Inc. | 8,328 | $377.2K | 0.05% | +25+0.3% | Added |
| Gradient Investments LLC | 8,343 | $377.9K | 0.01% | −713−7.9% | Reduced |
| Birmingham Capital Management Co Inc | 8,363 | $378.8K | 0.16% | −2,475−22.8% | Reduced |
| Arden Trust Co | 8,402 | $381.0K | 0.06% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8,422 | $381.5K | 0.26% | +291+3.6% | Added |
| Cypress Wealth Services, LLC | 8,424 | $382.3K | 0.10% | +80+1.0% | Added |
| Peak Financial Advisors LLC | 8,441 | $382.4K | 0.30% | +2,492+41.9% | Added |
| CVA Family Office, LLC | 8,444 | $382.5K | 0.08% | +290+3.6% | Added |
| Marble Harbor Investment Counsel, LLC | 8,452 | $382.9K | 0.05% | +741+9.6% | Added |
| San Luis Wealth Advisors LLC | 8,455 | $383.0K | 0.14% | +1,867+28.3% | Added |
| Holderness Investments Co | 8,477 | $384.0K | 0.14% | −624−6.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 8,494 | $384.8K | 0.34% | −1,919−18.4% | Reduced |
| Greatmark Investment Partners, Inc. | 8,499 | $385.0K | 0.06% | +963+12.8% | Added |
| FourThought Financial Partners, LLC | 8,519 | $385.9K | 0.05% | −338−3.8% | Reduced |
| IFG Advisors, LLC | 8,525 | $386.2K | 0.14% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 8,550 | $387.3K | 0.12% | −511−5.6% | Reduced |
| Farmers Trust Co | 8,551 | $387.4K | 0.08% | −49−0.6% | Reduced |
| Plancorp, LLC | 8,560 | $387.8K | 0.02% | −46−0.5% | Reduced |
| Stephens Consulting, LLC | 8,567 | $388.1K | 0.15% | −133−1.5% | Reduced |
| Schechter Investment Advisors, LLC | 8,654 | $392.0K | 0.04% | −885−9.3% | Reduced |
| Ted Buchan & Co | 8,663 | $392.4K | 0.30% | +882+11.3% | Added |
| Ballentine Partners, LLC | 8,672 | $392.8K | 0.01% | −8,010−48.0% | Reduced |
| Midwest Heritage Bank, FSB | 8,720 | $395.0K | 0.30% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 8,736 | $395.7K | 0.03% | −1,161−11.7% | Reduced |
| Accredited Investors Inc. | 8,797 | $398.5K | 0.03% | +147+1.7% | Added |
| ERn Financial, LLC | 8,830 | $400.0K | 0.08% | −422−4.6% | Reduced |
| Clark Financial Services Group Inc | 8,878 | $402.2K | 0.54% | +5+0.1% | Added |
| Conning Inc. | 8,882 | $402.4K | 0.01% | −2,130−19.3% | Reduced |
| Fort Point Capital Partners LLC | 8,895 | $402.9K | 0.06% | −438−4.7% | Reduced |
| Voya Financial Advisors, Inc. | 8,985 | $404.1K | 0.05% | +91+1.0% | Added |
| Capital Advisors Wealth Management, LLC | 8,936 | $404.8K | 0.10% | −82−0.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 8,946 | $405.3K | 0.11% | −600−6.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,946 | $405.3K | 0.11% | −7,400−45.3% | Reduced |
| Davis R M Inc | 8,967 | $406.0K | 0.01% | +4,356+94.5% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $406.3K | 0.12% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 8,975 | $406.6K | 0.10% | +188+2.1% | Added |
| Wealth Alliance | 8,983 | $406.9K | 0.06% | +1,127+14.3% | Added |
| NJ State Employees Deferred Compensation Plan | 9,000 | $407.7K | 0.06% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,004 | $407.9K | 0.06% | −763−7.8% | Reduced |
| CFO4Life Group, LLC | 9,021 | $408.6K | 0.09% | +228+2.6% | Added |
| Sentry LLC | 9,037 | $409.4K | 0.09% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 9,038 | $409.4K | 0.24% | −22,473−71.3% | Reduced |
| Strategic Blueprint, LLC | 9,088 | $411.7K | 0.04% | +848+10.3% | Added |
| Cito Capital Group, LLC | 8,900 | $412.0K | 0.19% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 9,071 | $412.4K | 0.08% | −123−1.3% | Reduced |
| Consolidated Portfolio Review Corp | 9,113 | $412.8K | 0.10% | −77−0.8% | Reduced |
| Anchor Investment Management, LLC | 9,117 | $413.0K | 0.05% | +56+0.6% | Added |
| Northwest Bancshares, Inc. | 9,148 | $414.4K | 0.07% | +2,563+38.9% | Added |
| Main Street Financial Solutions, LLC | 9,226 | $417.9K | 0.06% | +65+0.7% | Added |
| Avaii Wealth Management, LLC | 9,240 | $418.6K | 0.32% | +1,533+19.9% | Added |
| Mather Group, LLC. | 9,250 | $419.0K | 0.01% | +3,891+72.6% | Added |
| Cercano Management LLC | 9,256 | $419.3K | 0.01% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 9,265 | $419.7K | 0.15% | −277−2.9% | Reduced |
| Choate Investment Advisors | 9,312 | $421.8K | 0.02% | +2,039+28.0% | Added |
| Claro Advisors LLC | 9,359 | $424.0K | 0.11% | +939+11.2% | Added |
| Financial Advocates Investment Management | 9,375 | $424.7K | 0.03% | −1,783−16.0% | Reduced |
| Winning Points Advisors, LLC | 10,532 | $424.9K | 0.65% | −41,877−79.9% | Reduced |
| JT Stratford LLC | 9,383 | $425.1K | 0.11% | +527+6.0% | Added |
| Avidian Wealth Solutions, LLC | 9,394 | $425.5K | 0.03% | −2,486−20.9% | Reduced |
| WMS Partners, LLC | 9,406 | $426.1K | 0.03% | −450−4.6% | Reduced |
| Crestwood Advisors Group LLC | 9,412 | $426.3K | 0.01% | −2,024−17.7% | Reduced |