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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 13,573 | $614.9K | 0.44% | +2,533+22.9% | Added |
| Perritt Capital Management Inc | 13,572 | $614.8K | 0.34% | +3,260+31.6% | Added |
| Nebula Research & Development LLC | 13,555 | $614.0K | 0.47% | +6,372+88.7% | Added |
| Archford Capital Strategies, LLC | 13,381 | $610.2K | 0.12% | −19−0.1% | Reduced |
| Veriti Management LLC | 13,421 | $608.0K | 0.07% | +419+3.2% | Added |
| Van Cleef Asset Management,Inc | 13,351 | $604.8K | 0.09% | +40.0% | Added |
| BKD Wealth Advisors, LLC | 13,263 | $600.8K | 0.02% | −191−1.4% | Reduced |
| Kapstone Financial Advisors LLC | 13,279 | $599.9K | 0.50% | −1,172−8.1% | Reduced |
| Neville Rodie & Shaw Inc | 13,225 | $599.0K | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 13,190 | $597.5K | 0.04% | −70−0.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 13,159 | $596.1K | 0.18% | +1,770+15.5% | Added |
| City State Bank | 13,166 | $596.0K | 0.32% | 00.0% | Unchanged |
| Wedmont Private Capital | 13,096 | $595.7K | 0.06% | +2,557+24.3% | Added |
| Principle Wealth Partners LLC | 13,138 | $595.2K | 0.06% | −1,320−9.1% | Reduced |
| StrategIQ Financial Group, LLC | 13,089 | $592.9K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 13,085 | $592.7K | 0.13% | +4,498+52.4% | Added |
| Red Door Wealth Management, LLC | 13,059 | $591.6K | 0.13% | +5,036+62.8% | Added |
| Evercore Wealth Management, LLC | 13,037 | $590.6K | 0.01% | −3,993−23.4% | Reduced |
| Madison Asset Management, LLC | 13,014 | $589.5K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 12,827 | $589.0K | 0.13% | −11−0.1% | Reduced |
| Empower Advisory Group, LLC | 12,983 | $588.1K | 0.00% | +1,939+17.6% | Added |
| Foster Group, Inc. | 12,957 | $586.9K | 0.04% | +97+0.8% | Added |
| Essex Savings Bank | 12,948 | $586.4K | 0.20% | −1,140−8.1% | Reduced |
| Impact Partnership Wealth, LLC | 12,942 | $586.3K | 0.20% | +12,942 | New |
| Seven Eight Capital, LP | 12,915 | $585.0K | 0.10% | −9,861−43.3% | Reduced |
| Farmers & Merchants Investments Inc | 12,906 | $584.6K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 12,883 | $583.6K | 0.20% | +43+0.3% | Added |
| Wealth Management Associates, Inc. | 12,876 | $583.3K | 0.33% | +1,656+14.8% | Added |
| Keystone Wealth Services, LLC | 12,835 | $581.4K | 0.22% | −681−5.0% | Reduced |
| Cipher Capital LP | 12,789 | $579.3K | 0.10% | +12,789 | New |
| Tevis Investment Management | 12,766 | $578.3K | 0.56% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 12,686 | $574.7K | 0.15% | −2,607−17.0% | Reduced |
| Sax Wealth Advisors, LLC | 12,685 | $574.6K | 0.11% | +11+0.1% | Added |
| TCW Group Inc | 12,670 | $574.0K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 12,474 | $573.7K | 0.20% | 00.0% | Unchanged |
| Chicago Capital, LLC | 12,659 | $573.5K | 0.03% | −583−4.4% | Reduced |
| Spirit of America Management Corp | 12,650 | $573.0K | 0.13% | 00.0% | Unchanged |
| Ethic Inc. | 12,558 | $568.9K | 0.02% | −345−2.7% | Reduced |
| Millennium Capital Advisors, LLC | 12,520 | $567.2K | 0.47% | −21−0.2% | Reduced |
| Vectors Research Management, LLC | 12,517 | $567.0K | 0.16% | +951+8.2% | Added |
| KC Investment Advisors, LLC | 12,453 | $564.1K | 0.38% | +346+2.9% | Added |
| PBMares Wealth Management LLC | 12,374 | $560.6K | 0.20% | −656−5.0% | Reduced |
| First Western Trust Bank | 12,374 | $560.5K | 0.03% | −204−1.6% | Reduced |
| Ignite Planners, LLC | 12,175 | $559.8K | 0.22% | −538−4.2% | Reduced |
| Hendershot Investments Inc. | 12,252 | $555.0K | 0.09% | 00.0% | Unchanged |
| Westmount Partners, LLC | 12,241 | $554.5K | 0.24% | +100+0.8% | Added |
| Agf Management Ltd | 12,171 | $551.3K | 0.00% | +12,171 | New |
| Pinnacle Wealth Planning Services, Inc. | 12,166 | $551.1K | 0.09% | −1,358−10.0% | Reduced |
| Retirement Guys Formula LLC | 12,137 | $549.8K | 0.32% | +819+7.2% | Added |
| Chicago Partners Investment Group LLC | 12,306 | $548.5K | 0.03% | +2,284+22.8% | Added |
| SPC Financial, Inc. | 12,093 | $547.8K | 0.06% | −182−1.5% | Reduced |
| MidWestOne Financial Group, Inc. | 12,084 | $547.4K | 0.12% | −210−1.7% | Reduced |
| Segall Bryant & Hamill, LLC | 12,071 | $546.8K | 0.01% | −352−2.8% | Reduced |
| Cross Staff Investments Inc | 11,970 | $542.2K | 0.50% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,943 | $541.0K | 0.01% | −600−4.8% | Reduced |
| WFA Asset Management Corp | 11,936 | $540.7K | 0.32% | +220+1.9% | Added |
| Edgestream Partners, L.P. | 11,914 | $539.7K | 0.05% | −20,033−62.7% | Reduced |
| Shelton Capital Management | 11,899 | $539.0K | 0.02% | −447−3.6% | Reduced |
| Krane Funds Advisors LLC | 11,895 | $539.0K | 0.03% | +11,895 | New |
| Mattern Wealth Management LLC | 11,878 | $538.1K | 0.16% | +74+0.6% | Added |
| Lee Financial Group Hawaii, Inc. | 11,846 | $536.6K | 0.49% | +5,959+101.2% | Added |
| Wellington Shields Capital Management, LLC | 11,845 | $536.6K | 0.07% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 11,829 | $535.9K | 0.06% | −1,210−9.3% | Reduced |
| Lake Street Advisors Group, LLC | 11,820 | $535.0K | 0.03% | +210+1.8% | Added |
| Evanson Asset Management, LLC | 11,792 | $534.2K | 0.05% | +101+0.9% | Added |
| Canandaigua National Bank & Trust Co | 11,791 | $534.1K | 0.09% | −248−2.1% | Reduced |
| Walker Asset Management, LLC | 11,781 | $533.7K | 0.44% | −945−7.4% | Reduced |
| Brown Miller Wealth Management, LLC | 11,764 | $532.9K | 0.29% | −10.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,729 | $531.3K | 0.02% | −516−4.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,721 | $531.0K | 0.06% | −3,223−21.6% | Reduced |
| Crescent Grove Advisors, LLC | 11,510 | $530.1K | 0.06% | −4,407−27.7% | Reduced |
| Horizon Investments, LLC | 11,687 | $529.4K | 0.02% | −3,504−23.1% | Reduced |
| C2C Wealth Management, LLC | 11,652 | $528.7K | 0.07% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 11,604 | $527.9K | 0.04% | −377−3.1% | Reduced |
| Northstar Advisory Group, LLC | 11,645 | $527.5K | 0.34% | −1,063−8.4% | Reduced |
| Brighton Jones LLC | 11,619 | $526.3K | 0.03% | −2,205−16.0% | Reduced |
| Bank Ozk | 11,601 | $525.5K | 0.25% | −994−7.9% | Reduced |
| Colonial River Wealth Management, LLC | 11,590 | $525.0K | 0.35% | +32+0.3% | Added |
| Gilbert & Cook, Inc. | 11,573 | $524.3K | 0.08% | +530+4.8% | Added |
| Penserra Capital Management LLC | 11,562 | $523.0K | 0.01% | +11,466+11,943.8% | Added |
| Trust Co of Oklahoma | 11,545 | $523.0K | 0.19% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 11,543 | $522.9K | 0.25% | −275−2.3% | Reduced |
| Paragon Financial Partners, Inc. | 11,519 | $521.8K | 0.49% | 00.0% | Unchanged |
| United Bank | 11,494 | $520.7K | 0.06% | −100−0.9% | Reduced |
| MSH Capital Advisors LLC | 11,452 | $518.8K | 0.19% | +36+0.3% | Added |
| Forum Financial Management, LP | 11,426 | $517.6K | 0.01% | +723+6.8% | Added |
| Powers Advisory Group, LLC | 11,353 | $514.3K | 0.34% | +9+0.1% | Added |
| Edge Capital Group, LLC | 11,353 | $514.3K | 0.03% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 11,101 | $512.5K | 0.16% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,304 | $512.1K | 0.02% | −127−1.1% | Reduced |
| Financial Advisory Service, Inc. | 11,289 | $511.4K | 0.06% | +365+3.3% | Added |
| MONECO Advisors, LLC | 11,275 | $510.8K | 0.14% | −191−1.7% | Reduced |
| Wealth Architects, LLC | 11,157 | $505.4K | 0.08% | +143+1.3% | Added |
| BFT Financial Group, LLC | 11,143 | $504.8K | 0.06% | +1,540+16.0% | Added |
| Patriot Investment Management Inc. | 11,118 | $503.6K | 0.04% | +1,106+11.0% | Added |
| Ti-Trust, Inc | 11,109 | $503.2K | 0.46% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 11,089 | $502.3K | 0.11% | −441−3.8% | Reduced |
| Garden State Investment Advisory Services LLC | 11,076 | $501.7K | 0.22% | +670+6.4% | Added |
| Spinnaker Trust | 11,067 | $501.3K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 11,064 | $501.2K | 0.12% | −1,803−14.0% | Reduced |