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 |
|---|---|---|---|---|---|
| United Bank | 11,494 | $520.7K | 0.06% | −100−0.9% | Reduced |
| Paragon Financial Partners, Inc. | 11,519 | $521.8K | 0.49% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 11,543 | $522.9K | 0.25% | −275−2.3% | Reduced |
| Trust Co of Oklahoma | 11,545 | $523.0K | 0.19% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 11,562 | $523.0K | 0.01% | +11,466+11,943.8% | Added |
| Gilbert & Cook, Inc. | 11,573 | $524.3K | 0.08% | +530+4.8% | Added |
| Colonial River Wealth Management, LLC | 11,590 | $525.0K | 0.35% | +32+0.3% | Added |
| Bank Ozk | 11,601 | $525.5K | 0.25% | −994−7.9% | Reduced |
| Brighton Jones LLC | 11,619 | $526.3K | 0.03% | −2,205−16.0% | Reduced |
| Northstar Advisory Group, LLC | 11,645 | $527.5K | 0.34% | −1,063−8.4% | Reduced |
| Capital Asset Advisory Services LLC | 11,604 | $527.9K | 0.04% | −377−3.1% | Reduced |
| C2C Wealth Management, LLC | 11,652 | $528.7K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 11,687 | $529.4K | 0.02% | −3,504−23.1% | Reduced |
| Crescent Grove Advisors, LLC | 11,510 | $530.1K | 0.06% | −4,407−27.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,721 | $531.0K | 0.06% | −3,223−21.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,729 | $531.3K | 0.02% | −516−4.2% | Reduced |
| Brown Miller Wealth Management, LLC | 11,764 | $532.9K | 0.29% | −10.0% | Reduced |
| Walker Asset Management, LLC | 11,781 | $533.7K | 0.44% | −945−7.4% | Reduced |
| Canandaigua National Bank & Trust Co | 11,791 | $534.1K | 0.09% | −248−2.1% | Reduced |
| Evanson Asset Management, LLC | 11,792 | $534.2K | 0.05% | +101+0.9% | Added |
| Lake Street Advisors Group, LLC | 11,820 | $535.0K | 0.03% | +210+1.8% | Added |
| Blue Chip Partners, Inc. | 11,829 | $535.9K | 0.06% | −1,210−9.3% | Reduced |
| Wellington Shields Capital Management, LLC | 11,845 | $536.6K | 0.07% | 00.0% | Unchanged |
| Lee Financial Group Hawaii, Inc. | 11,846 | $536.6K | 0.49% | +5,959+101.2% | Added |
| Mattern Wealth Management LLC | 11,878 | $538.1K | 0.16% | +74+0.6% | Added |
| Krane Funds Advisors LLC | 11,895 | $539.0K | 0.03% | +11,895 | New |
| Shelton Capital Management | 11,899 | $539.0K | 0.02% | −447−3.6% | Reduced |
| Edgestream Partners, L.P. | 11,914 | $539.7K | 0.05% | −20,033−62.7% | Reduced |
| WFA Asset Management Corp | 11,936 | $540.7K | 0.32% | +220+1.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,943 | $541.0K | 0.01% | −600−4.8% | Reduced |
| Cross Staff Investments Inc | 11,970 | $542.2K | 0.50% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 12,071 | $546.8K | 0.01% | −352−2.8% | Reduced |
| MidWestOne Financial Group, Inc. | 12,084 | $547.4K | 0.12% | −210−1.7% | Reduced |
| SPC Financial, Inc. | 12,093 | $547.8K | 0.06% | −182−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 12,306 | $548.5K | 0.03% | +2,284+22.8% | Added |
| Retirement Guys Formula LLC | 12,137 | $549.8K | 0.32% | +819+7.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,166 | $551.1K | 0.09% | −1,358−10.0% | Reduced |
| Agf Management Ltd | 12,171 | $551.3K | 0.00% | +12,171 | New |
| Westmount Partners, LLC | 12,241 | $554.5K | 0.24% | +100+0.8% | Added |
| Hendershot Investments Inc. | 12,252 | $555.0K | 0.09% | 00.0% | Unchanged |
| Ignite Planners, LLC | 12,175 | $559.8K | 0.22% | −538−4.2% | Reduced |
| First Western Trust Bank | 12,374 | $560.5K | 0.03% | −204−1.6% | Reduced |
| PBMares Wealth Management LLC | 12,374 | $560.6K | 0.20% | −656−5.0% | Reduced |
| KC Investment Advisors, LLC | 12,453 | $564.1K | 0.38% | +346+2.9% | Added |
| Vectors Research Management, LLC | 12,517 | $567.0K | 0.16% | +951+8.2% | Added |
| Millennium Capital Advisors, LLC | 12,520 | $567.2K | 0.47% | −21−0.2% | Reduced |
| Ethic Inc. | 12,558 | $568.9K | 0.02% | −345−2.7% | Reduced |
| Spirit of America Management Corp | 12,650 | $573.0K | 0.13% | 00.0% | Unchanged |
| Chicago Capital, LLC | 12,659 | $573.5K | 0.03% | −583−4.4% | Reduced |
| Castle Rock Wealth Management, LLC | 12,474 | $573.7K | 0.20% | 00.0% | Unchanged |
| TCW Group Inc | 12,670 | $574.0K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 12,685 | $574.6K | 0.11% | +11+0.1% | Added |
| Lafayette Investments, Inc. | 12,686 | $574.7K | 0.15% | −2,607−17.0% | Reduced |
| Tevis Investment Management | 12,766 | $578.3K | 0.56% | 00.0% | Unchanged |
| Cipher Capital LP | 12,789 | $579.3K | 0.10% | +12,789 | New |
| Keystone Wealth Services, LLC | 12,835 | $581.4K | 0.22% | −681−5.0% | Reduced |
| Wealth Management Associates, Inc. | 12,876 | $583.3K | 0.33% | +1,656+14.8% | Added |
| 44 Wealth Management LLC | 12,883 | $583.6K | 0.20% | +43+0.3% | Added |
| Farmers & Merchants Investments Inc | 12,906 | $584.6K | 0.02% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 12,915 | $585.0K | 0.10% | −9,861−43.3% | Reduced |
| Impact Partnership Wealth, LLC | 12,942 | $586.3K | 0.20% | +12,942 | New |
| Essex Savings Bank | 12,948 | $586.4K | 0.20% | −1,140−8.1% | Reduced |
| Foster Group, Inc. | 12,957 | $586.9K | 0.04% | +97+0.8% | Added |
| Empower Advisory Group, LLC | 12,983 | $588.1K | 0.00% | +1,939+17.6% | Added |
| 180 Wealth Advisors, LLC | 12,827 | $589.0K | 0.13% | −11−0.1% | Reduced |
| Madison Asset Management, LLC | 13,014 | $589.5K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 13,037 | $590.6K | 0.01% | −3,993−23.4% | Reduced |
| Red Door Wealth Management, LLC | 13,059 | $591.6K | 0.13% | +5,036+62.8% | Added |
| Concord Wealth Partners | 13,085 | $592.7K | 0.13% | +4,498+52.4% | Added |
| StrategIQ Financial Group, LLC | 13,089 | $592.9K | 0.07% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 13,138 | $595.2K | 0.06% | −1,320−9.1% | Reduced |
| Wedmont Private Capital | 13,096 | $595.7K | 0.06% | +2,557+24.3% | Added |
| City State Bank | 13,166 | $596.0K | 0.32% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 13,159 | $596.1K | 0.18% | +1,770+15.5% | Added |
| Aureus Asset Management, LLC | 13,190 | $597.5K | 0.04% | −70−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 13,225 | $599.0K | 0.05% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 13,279 | $599.9K | 0.50% | −1,172−8.1% | Reduced |
| BKD Wealth Advisors, LLC | 13,263 | $600.8K | 0.02% | −191−1.4% | Reduced |
| Van Cleef Asset Management,Inc | 13,351 | $604.8K | 0.09% | +40.0% | Added |
| Veriti Management LLC | 13,421 | $608.0K | 0.07% | +419+3.2% | Added |
| Archford Capital Strategies, LLC | 13,381 | $610.2K | 0.12% | −19−0.1% | Reduced |
| Nebula Research & Development LLC | 13,555 | $614.0K | 0.47% | +6,372+88.7% | Added |
| Perritt Capital Management Inc | 13,572 | $614.8K | 0.34% | +3,260+31.6% | Added |
| Alliance Wealth Advisors, LLC | 13,573 | $614.9K | 0.44% | +2,533+22.9% | Added |
| Intellectus Partners, LLC | 13,300 | $615.0K | 0.18% | +47+0.4% | Added |
| Bill Few Associates, Inc. | 13,617 | $616.9K | 0.32% | +250+1.9% | Added |
| Richard W. Paul & Associates, LLC | 13,631 | $617.5K | 0.27% | +860+6.7% | Added |
| Citizens Financial Group Inc | 13,656 | $618.6K | 0.02% | −9,657−41.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,668 | $619.2K | 0.01% | +1,500+12.3% | Added |
| TrinityPoint Wealth, LLC | 13,672 | $619.4K | 0.12% | −1,287−8.6% | Reduced |
| Optimum Investment Advisors | 13,678 | $619.6K | 0.30% | +308+2.3% | Added |
| Salvus Wealth Management, LLC | 13,712 | $621.2K | 0.48% | +522+4.0% | Added |
| McGowan Group Asset Management, Inc. | 13,730 | $622.0K | 0.10% | +245+1.8% | Added |
| Gladstone Institutional Advisory LLC | 13,731 | $622.0K | 0.04% | −412−2.9% | Reduced |
| Resurgent Financial Advisors LLC | 13,748 | $622.8K | 0.41% | −245−1.8% | Reduced |
| Catalyst Financial Partners LLC | 13,765 | $623.6K | 0.22% | +1,907+16.1% | Added |
| Arkadios Wealth Advisors | 13,771 | $623.8K | 0.07% | +2,129+18.3% | Added |
| Qtron Investments LLC | 13,786 | $624.5K | 0.12% | 00.0% | Unchanged |
| Burney Co | 13,821 | $626.1K | 0.03% | +2,158+18.5% | Added |
| Fundamentun, LLC | 13,839 | $626.9K | 0.10% | −6,092−30.6% | Reduced |