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; 2,574 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
- 1,884
- +23 vs. Q1 2023
- Shares held
- 1.05B
- −582.6K (−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
- 710 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 17,056 | $772.6K | 0.46% | +1,181+7.4% | Added |
| Eagle Global Advisors LLC | 17,029 | $771.4K | 0.05% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 17,024 | $771.2K | 0.03% | −2,740−13.9% | Reduced |
| Patton Albertson Miller Group, LLC | 17,023 | $771.1K | 0.15% | −3,236−16.0% | Reduced |
| Sonen Capital LLC | 17,000 | $770.1K | 1.28% | −396−2.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 16,921 | $766.5K | 0.06% | −170−1.0% | Reduced |
| Thomasville National Bank | 16,894 | $765.3K | 0.07% | +273+1.6% | Added |
| Gibraltar Capital Management, Inc. | 16,860 | $763.8K | 0.34% | +81+0.5% | Added |
| TD Private Client Wealth LLC | 16,838 | $762.8K | 0.03% | −452−2.6% | Reduced |
| Courier Capital LLC | 16,793 | $760.7K | 0.06% | +11,531+219.1% | Added |
| Centaurus Financial, Inc. | 16,747 | $759.0K | 0.07% | −23,492−58.4% | Reduced |
| Dark Forest Capital Management LP | 16,743 | $758.5K | 0.08% | +16,743 | New |
| First National Bank & Trust Co of Newtown | 16,645 | $753.8K | 0.16% | −540−3.1% | Reduced |
| Tufton Capital Management | 16,614 | $752.6K | 0.16% | −1,960−10.6% | Reduced |
| Quadrant Capital Group LLC | 16,597 | $752.2K | 0.07% | +105+0.6% | Added |
| Symmetry Partners, LLC | 16,574 | $751.0K | 0.04% | −64,316−79.5% | Reduced |
| CX Institutional | 16,544 | $749.4K | 0.04% | +4,467+37.0% | Added |
| Gulf International Bank (UK) Ltd | 16,543 | $749.0K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 16,532 | $748.9K | 0.06% | +3,420+26.1% | Added |
| Cortland Associates Inc | 16,513 | $748.0K | 0.12% | −3,636−18.0% | Reduced |
| TCG Advisory Services, LLC | 16,413 | $743.5K | 0.13% | +6,929+73.1% | Added |
| Columbia Asset Management | 16,380 | $742.0K | 0.16% | 00.0% | Unchanged |
| Boston Family Office LLC | 16,334 | $740.0K | 0.06% | 00.0% | Unchanged |
| FLC Capital Advisors | 16,222 | $734.9K | 0.21% | +5,332+49.0% | Added |
| Vaughan & Co Securities, Inc. | 16,129 | $730.6K | 0.52% | −841−5.0% | Reduced |
| Fiduciary Group LLC | 16,112 | $729.9K | 0.09% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 16,099 | $729.0K | 0.33% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 16,037 | $726.5K | 0.00% | +790+5.2% | Added |
| Walter & Keenan Financial Consulting Co | 15,992 | $724.5K | 0.27% | +10.0% | Added |
| Beacon Financial Advisory LLC | 15,992 | $724.4K | 0.42% | −896−5.3% | Reduced |
| Magnolia Capital Advisors LLC | 15,986 | $724.2K | 0.36% | +602+3.9% | Added |
| Sanders Morris Harris LLC | 15,772 | $720.6K | 0.16% | +6,855+76.9% | Added |
| IFG Advisory, LLC | 15,875 | $719.2K | 0.06% | +30.0% | Added |
| Everett Harris & Co | 15,875 | $719.1K | 0.01% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 15,750 | $713.5K | 0.06% | −2,250−12.5% | Reduced |
| Delta Asset Management LLC | 15,684 | $710.5K | 0.07% | +450+3.0% | Added |
| Gables Capital Management Inc. | 15,640 | $708.5K | 0.46% | +115+0.7% | Added |
| Madden Securities Corp | 15,632 | $708.1K | 0.36% | +4,776+44.0% | Added |
| Summit Trail Advisors, LLC | 15,271 | $708.0K | 0.03% | +1,824+13.6% | Added |
| PFG Investments, LLC | 15,624 | $707.8K | 0.13% | +2,053+15.1% | Added |
| Kistler-Tiffany Companies, LLC | 15,392 | $697.3K | 0.11% | +1,378+9.8% | Added |
| Consolidated Planning Corp | 15,279 | $692.2K | 0.15% | +15,279 | New |
| Allegheny Financial Group LTD | 15,194 | $688.3K | 0.33% | −534−3.4% | Reduced |
| Loomis Sayles & Co L P | 15,164 | $687.0K | 0.00% | +4,328+39.9% | Added |
| Capital City Trust Co | 15,121 | $685.0K | 0.21% | +2,833+23.1% | Added |
| Advisory Alpha, LLC | 15,100 | $684.1K | 0.04% | +2,088+16.0% | Added |
| Palisade Capital Management LLC | 15,100 | $684.0K | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 15,097 | $684.0K | 0.30% | 00.0% | Unchanged |
| VeraBank, N.A. | 15,087 | $683.4K | 0.26% | −300−1.9% | Reduced |
| Siemens Fonds Invest GmbH | 15,140 | $682.5K | 0.07% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 15,000 | $679.5K | 0.02% | +15,000 | New |
| Horst & Graben Wealth Management LLC | 14,995 | $679.0K | 0.16% | −868−5.5% | Reduced |
| Romano Brothers and Company | 14,976 | $678.4K | 0.10% | −475−3.1% | Reduced |
| Meridian Wealth Management, LLC | 14,936 | $676.6K | 0.06% | −190−1.3% | Reduced |
| Hexagon Capital Partners LLC | 14,894 | $674.7K | 0.18% | +861+6.1% | Added |
| Washington Trust Advisors, Inc. | 14,818 | $671.3K | 0.07% | −2,400−13.9% | Reduced |
| My Legacy Advisors, LLC | 14,701 | $670.1K | 0.26% | +230+1.6% | Added |
| Pettyjohn, Wood & White, Inc | 14,753 | $668.3K | 0.16% | 00.0% | Unchanged |
| Summit X, LLC | 14,696 | $665.9K | 0.16% | +597+4.2% | Added |
| Cornerstone Advisory, LLC | 14,655 | $663.9K | 0.12% | +120+0.8% | Added |
| Exchange Bank | 14,623 | $662.4K | 0.64% | +14,623 | New |
| Dorchester Wealth Management Co | 14,599 | $661.3K | 0.13% | +50.0% | Added |
| Straight Path Wealth Management | 14,572 | $660.1K | 0.45% | −257−1.7% | Reduced |
| Burns Matteson Capital Management, LLC | 14,532 | $658.3K | 0.40% | +14,532 | New |
| Capital Analysts, LLC | 14,512 | $657.0K | 0.04% | +166+1.2% | Added |
| Vise Technologies, Inc. | 14,498 | $656.7K | 0.16% | +156+1.1% | Added |
| Alpha Omega Wealth Management LLC | 14,493 | $656.5K | 0.11% | −303−2.0% | Reduced |
| Marco Investment Management LLC | 14,462 | $655.1K | 0.07% | +1,100+8.2% | Added |
| TRUE Private Wealth Advisors | 14,399 | $652.3K | 0.10% | +100+0.7% | Added |
| Dakota Wealth Management | 14,373 | $651.1K | 0.03% | +569+4.1% | Added |
| Signature Wealth Management Partners, LLC | 14,346 | $649.9K | 0.60% | +177+1.2% | Added |
| Westwood Holdings Group Inc. | 14,243 | $645.0K | 0.01% | −1,189−7.7% | Reduced |
| Wolff Financial Management LLC | 14,203 | $643.0K | 0.56% | +20.0% | Added |
| Onyx Bridge Wealth Group LLC | 14,154 | $641.2K | 0.15% | +2,348+19.9% | Added |
| Continuum Advisory, LLC | 14,117 | $639.5K | 0.10% | +679+5.1% | Added |
| Axxcess Wealth Management, LLC | 14,114 | $639.4K | 0.05% | −19,404−57.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 14,109 | $639.1K | 0.22% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 14,100 | $639.0K | 0.08% | +14,100 | New |
| Terrapin Asset Management, LLC | 14,000 | $634.2K | 0.89% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 13,996 | $634.0K | 0.26% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 14,000 | $634.0K | 0.09% | −1,000−6.7% | Reduced |
| Girard Partners Ltd. | 13,959 | $632.4K | 0.07% | +507+3.8% | Added |
| Naples Global Advisors, LLC | 13,627 | $629.7K | 0.07% | +62+0.5% | Added |
| Brooks, Moore & Associates, Inc. | 13,855 | $628.0K | 0.44% | +100+0.7% | Added |
| Fundamentun, LLC | 13,839 | $626.9K | 0.10% | −6,092−30.6% | Reduced |
| Burney Co | 13,821 | $626.1K | 0.03% | +2,158+18.5% | Added |
| Qtron Investments LLC | 13,786 | $624.5K | 0.12% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 13,771 | $623.8K | 0.07% | +2,129+18.3% | Added |
| Catalyst Financial Partners LLC | 13,765 | $623.6K | 0.22% | +1,907+16.1% | Added |
| Resurgent Financial Advisors LLC | 13,748 | $622.8K | 0.41% | −245−1.8% | Reduced |
| Gladstone Institutional Advisory LLC | 13,731 | $622.0K | 0.04% | −412−2.9% | Reduced |
| McGowan Group Asset Management, Inc. | 13,730 | $622.0K | 0.10% | +245+1.8% | Added |
| Salvus Wealth Management, LLC | 13,712 | $621.2K | 0.48% | +522+4.0% | Added |
| Optimum Investment Advisors | 13,678 | $619.6K | 0.30% | +308+2.3% | Added |
| TrinityPoint Wealth, LLC | 13,672 | $619.4K | 0.12% | −1,287−8.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,668 | $619.2K | 0.01% | +1,500+12.3% | Added |
| Citizens Financial Group Inc | 13,656 | $618.6K | 0.02% | −9,657−41.4% | Reduced |
| Richard W. Paul & Associates, LLC | 13,631 | $617.5K | 0.27% | +860+6.7% | Added |
| Bill Few Associates, Inc. | 13,617 | $616.9K | 0.32% | +250+1.9% | Added |
| Intellectus Partners, LLC | 13,300 | $615.0K | 0.18% | +47+0.4% | Added |