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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 9,605 | $426.7K | 0.05% | +273+2.9% | Added |
| Bedel Financial Consulting, Inc. | 9,420 | $426.7K | 0.09% | +2,700+40.2% | Added |
| Wade G W & Inc | 9,447 | $428.0K | 0.02% | +85+0.9% | Added |
| Washington Trust Co | 9,463 | $428.7K | 0.02% | −448−4.5% | Reduced |
| Intrua Financial, LLC | 9,464 | $428.7K | 0.08% | +819+9.5% | Added |
| GTS Securities LLC | 9,533 | $431.8K | 0.01% | +9,533 | New |
| Cohen Investment Advisors LLC | 9,538 | $432.1K | 0.35% | −481−4.8% | Reduced |
| Whitener Capital Management, Inc. | 9,547 | $432.5K | 0.17% | −170−1.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 9,557 | $432.9K | 0.18% | +148+1.6% | Added |
| Cravens & Co Advisors, LLC | 9,587 | $434.3K | 0.40% | −40−0.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,591 | $434.5K | 0.05% | +2,613+37.4% | Added |
| Oakworth Capital, Inc. | 9,593 | $434.6K | 0.04% | −650−6.3% | Reduced |
| Foundation Wealth Management, LLC | 9,627 | $436.1K | 0.43% | +27+0.3% | Added |
| Linscomb & Williams, Inc. | 9,629 | $436.2K | 0.02% | −600−5.9% | Reduced |
| Xcel Wealth Management, LLC | 9,638 | $436.6K | 0.14% | −50−0.5% | Reduced |
| Sage Private Wealth Group, LLC | 9,666 | $437.9K | 0.60% | −316−3.2% | Reduced |
| Bouchey Financial Group Ltd | 9,697 | $439.3K | 0.05% | +246+2.6% | Added |
| Tocqueville Asset Management L.P. | 9,709 | $439.8K | 0.01% | +573+6.3% | Added |
| Eudaimonia Advisors LLC | 9,712 | $440.0K | 0.30% | +711+7.9% | Added |
| SRB Corp | 9,721 | $440.4K | 0.03% | +2,054+26.8% | Added |
| Adviser Investments LLC | 9,754 | $441.9K | 0.01% | +9,754 | New |
| BCJ Capital Management, LLC | 9,788 | $443.4K | 0.04% | −668−6.4% | Reduced |
| Cheviot Value Management, LLC | 9,794 | $443.7K | 0.10% | +321+3.4% | Added |
| Silver Oak Securities, Inc | 9,841 | $446.0K | 0.07% | −1,330−11.9% | Reduced |
| Parcion Private Wealth LLC | 9,862 | $446.7K | 0.05% | 00.0% | Unchanged |
| Wealth Effects LLC | 9,875 | $447.3K | 0.20% | +175+1.8% | Added |
| Summit Financial Group Inc | 9,950 | $450.7K | 0.18% | −25−0.3% | Reduced |
| Aveo Capital Partners, LLC | 9,973 | $451.8K | 0.06% | +625+6.7% | Added |
| Court Place Advisors, LLC | 9,978 | $452.0K | 0.16% | +100+1.0% | Added |
| Wealth Dimensions Group, Ltd. | 9,981 | $452.1K | 0.16% | +111+1.1% | Added |
| Guardian Capital Advisors LP | 9,900 | $452.3K | 0.05% | −1,000−9.2% | Reduced |
| Strategic Financial Concepts, LLC | 9,997 | $452.8K | 0.17% | −711−6.6% | Reduced |
| Atlas Brown,Inc. | 9,998 | $452.9K | 0.20% | +107+1.1% | Added |
| State Farm Mutual Automobile Insurance Co | 10,000 | $453.0K | 0.00% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 10,060 | $455.7K | 0.16% | +2,200+28.0% | Added |
| Golden State Equity Partners | 10,064 | $455.9K | 0.13% | +10,064 | New |
| Hall Capital Management Co Inc | 10,075 | $456.4K | 0.26% | −75−0.7% | Reduced |
| Staley Capital Advisers Inc | 10,078 | $456.5K | 0.02% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 10,080 | $456.6K | 0.15% | −60−0.6% | Reduced |
| D'Orazio & Associates, Inc. | 10,084 | $456.8K | 0.11% | −2,776−21.6% | Reduced |
| Synergy Financial Management, LLC | 10,097 | $457.4K | 0.11% | +45+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,108 | $457.9K | 0.03% | −179−1.7% | Reduced |
| Montag A & Associates Inc | 9,920 | $458.7K | 0.03% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 10,130 | $458.9K | 0.09% | +1,016+11.1% | Added |
| ICA Group Wealth Management, LLC | 10,153 | $459.9K | 0.12% | −27,175−72.8% | Reduced |
| Schnieders Capital Management LLC | 10,162 | $460.3K | 0.10% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 10,199 | $462.0K | 0.03% | 00.0% | Unchanged |
| Total Investment Management Inc | 10,205 | $462.3K | 0.06% | −37−0.4% | Reduced |
| Cladis Investment Advisory, LLC | 10,214 | $462.7K | 0.40% | +414+4.2% | Added |
| WBH Advisory Inc | 10,223 | $463.1K | 0.05% | −236−2.3% | Reduced |
| Sowa Financial Group, Inc. | 10,287 | $466.0K | 0.32% | +162+1.6% | Added |
| Flputnam Investment Management Co | 10,331 | $468.0K | 0.01% | +606+6.2% | Added |
| Montecito Bank & Trust | 10,331 | $468.0K | 0.11% | 00.0% | Unchanged |
| Investors Research Corp | 10,369 | $469.7K | 0.12% | −75−0.7% | Reduced |
| Frisch Financial Group, Inc. | 10,391 | $471.0K | 0.23% | +687+7.1% | Added |
| Sovereign Financial Group, Inc. | 10,414 | $471.7K | 0.15% | +2,703+35.1% | Added |
| Successful Portfolios LLC | 10,425 | $472.3K | 0.41% | −293−2.7% | Reduced |
| Meritage Portfolio Management | 10,432 | $473.0K | 0.03% | +50+0.5% | Added |
| L.M. Kohn & Company | 10,457 | $473.7K | 0.18% | +1,175+12.7% | Added |
| Summit Financial, LLC | 10,245 | $473.7K | 0.03% | −363−3.4% | Reduced |
| Droms Strauss Advisors Inc | 10,355 | $476.0K | 0.20% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 10,515 | $476.3K | 0.34% | +10,515 | New |
| Fishman Jay A Ltd | 10,535 | $477.2K | 0.06% | −500−4.5% | Reduced |
| Graypoint LLC | 10,571 | $478.9K | 0.05% | −1,183−10.1% | Reduced |
| Orca Investment Management, LLC | 10,593 | $479.9K | 0.52% | +73+0.7% | Added |
| Bangor Savings Bank | 10,608 | $480.5K | 0.05% | −2,200−17.2% | Reduced |
| PDS Planning, Inc | 10,610 | $480.6K | 0.06% | +431+4.2% | Added |
| Indie Asset Partners, LLC | 10,652 | $482.5K | 0.52% | +12+0.1% | Added |
| SkyOak Wealth, LLC | 10,680 | $483.8K | 0.14% | 00.0% | Unchanged |
| Headlands Technologies LLC | 10,690 | $484.3K | 0.15% | +10,690 | New |
| St. Louis Trust Co | 10,700 | $484.7K | 0.09% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 10,452 | $485.3K | 0.02% | −2,476−19.2% | Reduced |
| Human Investing LLC | 10,722 | $485.7K | 0.11% | −1,983−15.6% | Reduced |
| Cobblestone Capital Advisors LLC | 10,738 | $486.4K | 0.03% | −399−3.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,746 | $486.8K | 0.12% | +65+0.6% | Added |
| Centennial Bank | 10,752 | $487.1K | 0.33% | −5,220−32.7% | Reduced |
| Fee-Only Financial Planning, L.C. | 10,753 | $487.1K | 0.37% | −10.0% | Reduced |
| Resolute Partners Group | 10,544 | $487.5K | 0.05% | +203+2.0% | Added |
| TFC Financial Management | 10,818 | $490.1K | 0.12% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 10,902 | $493.9K | 0.94% | −128−1.2% | Reduced |
| Wolverine Trading, LLC | 11,006 | $494.9K | 0.01% | −25,435−69.8% | Reduced |
| Inscription Capital, LLC | 10,934 | $495.3K | 0.15% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 11,020 | $499.2K | 0.41% | +29+0.3% | Added |
| InterOcean Capital Group, LLC | 11,052 | $500.6K | 0.02% | +151+1.4% | Added |
| Parkside Financial Bank & Trust | 11,064 | $501.2K | 0.12% | −1,803−14.0% | Reduced |
| Spinnaker Trust | 11,067 | $501.3K | 0.04% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 11,076 | $501.7K | 0.22% | +670+6.4% | Added |
| Duncker Streett & Co Inc | 11,089 | $502.3K | 0.11% | −441−3.8% | Reduced |
| Ti-Trust, Inc | 11,109 | $503.2K | 0.46% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 11,118 | $503.6K | 0.04% | +1,106+11.0% | Added |
| BFT Financial Group, LLC | 11,143 | $504.8K | 0.06% | +1,540+16.0% | Added |
| Wealth Architects, LLC | 11,157 | $505.4K | 0.08% | +143+1.3% | Added |
| MONECO Advisors, LLC | 11,275 | $510.8K | 0.14% | −191−1.7% | Reduced |
| Financial Advisory Service, Inc. | 11,289 | $511.4K | 0.06% | +365+3.3% | Added |
| RFG Advisory, LLC | 11,304 | $512.1K | 0.02% | −127−1.1% | Reduced |
| Monarch Capital Management Inc | 11,101 | $512.5K | 0.16% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 11,353 | $514.3K | 0.03% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 11,353 | $514.3K | 0.34% | +9+0.1% | Added |
| Forum Financial Management, LP | 11,426 | $517.6K | 0.01% | +723+6.8% | Added |
| MSH Capital Advisors LLC | 11,452 | $518.8K | 0.19% | +36+0.3% | Added |