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 |
|---|---|---|---|---|---|
| InterOcean Capital Group, LLC | 11,052 | $500.6K | 0.02% | +151+1.4% | Added |
| Taylor & Morgan Wealth Management, LLC | 11,020 | $499.2K | 0.41% | +29+0.3% | Added |
| Inscription Capital, LLC | 10,934 | $495.3K | 0.15% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 11,006 | $494.9K | 0.01% | −25,435−69.8% | Reduced |
| West Chester Capital Advisors, Inc | 10,902 | $493.9K | 0.94% | −128−1.2% | Reduced |
| TFC Financial Management | 10,818 | $490.1K | 0.12% | 00.0% | Unchanged |
| Resolute Partners Group | 10,544 | $487.5K | 0.05% | +203+2.0% | Added |
| Fee-Only Financial Planning, L.C. | 10,753 | $487.1K | 0.37% | −10.0% | Reduced |
| Centennial Bank | 10,752 | $487.1K | 0.33% | −5,220−32.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,746 | $486.8K | 0.12% | +65+0.6% | Added |
| Cobblestone Capital Advisors LLC | 10,738 | $486.4K | 0.03% | −399−3.6% | Reduced |
| Human Investing LLC | 10,722 | $485.7K | 0.11% | −1,983−15.6% | Reduced |
| Waldron Private Wealth LLC | 10,452 | $485.3K | 0.02% | −2,476−19.2% | Reduced |
| St. Louis Trust Co | 10,700 | $484.7K | 0.09% | 00.0% | Unchanged |
| Headlands Technologies LLC | 10,690 | $484.3K | 0.15% | +10,690 | New |
| SkyOak Wealth, LLC | 10,680 | $483.8K | 0.14% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 10,652 | $482.5K | 0.52% | +12+0.1% | Added |
| PDS Planning, Inc | 10,610 | $480.6K | 0.06% | +431+4.2% | Added |
| Bangor Savings Bank | 10,608 | $480.5K | 0.05% | −2,200−17.2% | Reduced |
| Orca Investment Management, LLC | 10,593 | $479.9K | 0.52% | +73+0.7% | Added |
| Graypoint LLC | 10,571 | $478.9K | 0.05% | −1,183−10.1% | Reduced |
| Fishman Jay A Ltd | 10,535 | $477.2K | 0.06% | −500−4.5% | Reduced |
| Maltin Wealth Management, Inc. | 10,515 | $476.3K | 0.34% | +10,515 | New |
| Droms Strauss Advisors Inc | 10,355 | $476.0K | 0.20% | 00.0% | Unchanged |
| Summit Financial, LLC | 10,245 | $473.7K | 0.03% | −363−3.4% | Reduced |
| L.M. Kohn & Company | 10,457 | $473.7K | 0.18% | +1,175+12.7% | Added |
| Meritage Portfolio Management | 10,432 | $473.0K | 0.03% | +50+0.5% | Added |
| Successful Portfolios LLC | 10,425 | $472.3K | 0.41% | −293−2.7% | Reduced |
| Sovereign Financial Group, Inc. | 10,414 | $471.7K | 0.15% | +2,703+35.1% | Added |
| Frisch Financial Group, Inc. | 10,391 | $471.0K | 0.23% | +687+7.1% | Added |
| Investors Research Corp | 10,369 | $469.7K | 0.12% | −75−0.7% | Reduced |
| Montecito Bank & Trust | 10,331 | $468.0K | 0.11% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,331 | $468.0K | 0.01% | +606+6.2% | Added |
| Sowa Financial Group, Inc. | 10,287 | $466.0K | 0.32% | +162+1.6% | Added |
| WBH Advisory Inc | 10,223 | $463.1K | 0.05% | −236−2.3% | Reduced |
| Cladis Investment Advisory, LLC | 10,214 | $462.7K | 0.40% | +414+4.2% | Added |
| Total Investment Management Inc | 10,205 | $462.3K | 0.06% | −37−0.4% | Reduced |
| Grandfield & Dodd, LLC | 10,199 | $462.0K | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 10,162 | $460.3K | 0.10% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 10,153 | $459.9K | 0.12% | −27,175−72.8% | Reduced |
| Laidlaw Wealth Management LLC | 10,130 | $458.9K | 0.09% | +1,016+11.1% | Added |
| Montag A & Associates Inc | 9,920 | $458.7K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,108 | $457.9K | 0.03% | −179−1.7% | Reduced |
| Synergy Financial Management, LLC | 10,097 | $457.4K | 0.11% | +45+0.4% | Added |
| D'Orazio & Associates, Inc. | 10,084 | $456.8K | 0.11% | −2,776−21.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,080 | $456.6K | 0.15% | −60−0.6% | Reduced |
| Staley Capital Advisers Inc | 10,078 | $456.5K | 0.02% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 10,075 | $456.4K | 0.26% | −75−0.7% | Reduced |
| Golden State Equity Partners | 10,064 | $455.9K | 0.13% | +10,064 | New |
| Northcape Wealth Management, LLC | 10,060 | $455.7K | 0.16% | +2,200+28.0% | Added |
| State Farm Mutual Automobile Insurance Co | 10,000 | $453.0K | 0.00% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 9,998 | $452.9K | 0.20% | +107+1.1% | Added |
| Strategic Financial Concepts, LLC | 9,997 | $452.8K | 0.17% | −711−6.6% | Reduced |
| Guardian Capital Advisors LP | 9,900 | $452.3K | 0.05% | −1,000−9.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 9,981 | $452.1K | 0.16% | +111+1.1% | Added |
| Court Place Advisors, LLC | 9,978 | $452.0K | 0.16% | +100+1.0% | Added |
| Aveo Capital Partners, LLC | 9,973 | $451.8K | 0.06% | +625+6.7% | Added |
| Summit Financial Group Inc | 9,950 | $450.7K | 0.18% | −25−0.3% | Reduced |
| Wealth Effects LLC | 9,875 | $447.3K | 0.20% | +175+1.8% | Added |
| Parcion Private Wealth LLC | 9,862 | $446.7K | 0.05% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 9,841 | $446.0K | 0.07% | −1,330−11.9% | Reduced |
| Cheviot Value Management, LLC | 9,794 | $443.7K | 0.10% | +321+3.4% | Added |
| BCJ Capital Management, LLC | 9,788 | $443.4K | 0.04% | −668−6.4% | Reduced |
| Adviser Investments LLC | 9,754 | $441.9K | 0.01% | +9,754 | New |
| SRB Corp | 9,721 | $440.4K | 0.03% | +2,054+26.8% | Added |
| Eudaimonia Advisors LLC | 9,712 | $440.0K | 0.30% | +711+7.9% | Added |
| Tocqueville Asset Management L.P. | 9,709 | $439.8K | 0.01% | +573+6.3% | Added |
| Bouchey Financial Group Ltd | 9,697 | $439.3K | 0.05% | +246+2.6% | Added |
| Sage Private Wealth Group, LLC | 9,666 | $437.9K | 0.60% | −316−3.2% | Reduced |
| Xcel Wealth Management, LLC | 9,638 | $436.6K | 0.14% | −50−0.5% | Reduced |
| Linscomb & Williams, Inc. | 9,629 | $436.2K | 0.02% | −600−5.9% | Reduced |
| Foundation Wealth Management, LLC | 9,627 | $436.1K | 0.43% | +27+0.3% | Added |
| Oakworth Capital, Inc. | 9,593 | $434.6K | 0.04% | −650−6.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,591 | $434.5K | 0.05% | +2,613+37.4% | Added |
| Cravens & Co Advisors, LLC | 9,587 | $434.3K | 0.40% | −40−0.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 9,557 | $432.9K | 0.18% | +148+1.6% | Added |
| Whitener Capital Management, Inc. | 9,547 | $432.5K | 0.17% | −170−1.7% | Reduced |
| Cohen Investment Advisors LLC | 9,538 | $432.1K | 0.35% | −481−4.8% | Reduced |
| GTS Securities LLC | 9,533 | $431.8K | 0.01% | +9,533 | New |
| Intrua Financial, LLC | 9,464 | $428.7K | 0.08% | +819+9.5% | Added |
| Washington Trust Co | 9,463 | $428.7K | 0.02% | −448−4.5% | Reduced |
| Wade G W & Inc | 9,447 | $428.0K | 0.02% | +85+0.9% | Added |
| Bedel Financial Consulting, Inc. | 9,420 | $426.7K | 0.09% | +2,700+40.2% | Added |
| Charles Schwab Trust Co | 9,605 | $426.7K | 0.05% | +273+2.9% | Added |
| Crestwood Advisors Group LLC | 9,412 | $426.3K | 0.01% | −2,024−17.7% | Reduced |
| WMS Partners, LLC | 9,406 | $426.1K | 0.03% | −450−4.6% | Reduced |
| Avidian Wealth Solutions, LLC | 9,394 | $425.5K | 0.03% | −2,486−20.9% | Reduced |
| JT Stratford LLC | 9,383 | $425.1K | 0.11% | +527+6.0% | Added |
| Winning Points Advisors, LLC | 10,532 | $424.9K | 0.65% | −41,877−79.9% | Reduced |
| Financial Advocates Investment Management | 9,375 | $424.7K | 0.03% | −1,783−16.0% | Reduced |
| Claro Advisors LLC | 9,359 | $424.0K | 0.11% | +939+11.2% | Added |
| Choate Investment Advisors | 9,312 | $421.8K | 0.02% | +2,039+28.0% | Added |
| Home Federal Bank of Tennessee | 9,265 | $419.7K | 0.15% | −277−2.9% | Reduced |
| Cercano Management LLC | 9,256 | $419.3K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 9,250 | $419.0K | 0.01% | +3,891+72.6% | Added |
| Avaii Wealth Management, LLC | 9,240 | $418.6K | 0.32% | +1,533+19.9% | Added |
| Main Street Financial Solutions, LLC | 9,226 | $417.9K | 0.06% | +65+0.7% | Added |
| Northwest Bancshares, Inc. | 9,148 | $414.4K | 0.07% | +2,563+38.9% | Added |
| Anchor Investment Management, LLC | 9,117 | $413.0K | 0.05% | +56+0.6% | Added |
| Consolidated Portfolio Review Corp | 9,113 | $412.8K | 0.10% | −77−0.8% | Reduced |