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 |
|---|---|---|---|---|---|
| Schmidt P J Investment Management Inc | 9,071 | $412.4K | 0.08% | −123−1.3% | Reduced |
| Cito Capital Group, LLC | 8,900 | $412.0K | 0.19% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 9,088 | $411.7K | 0.04% | +848+10.3% | Added |
| Fortis Capital Advisors, LLC | 9,038 | $409.4K | 0.24% | −22,473−71.3% | Reduced |
| Sentry LLC | 9,037 | $409.4K | 0.09% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 9,021 | $408.6K | 0.09% | +228+2.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,004 | $407.9K | 0.06% | −763−7.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,000 | $407.7K | 0.06% | 00.0% | Unchanged |
| Wealth Alliance | 8,983 | $406.9K | 0.06% | +1,127+14.3% | Added |
| Wellington Shields & Co., LLC | 8,975 | $406.6K | 0.10% | +188+2.1% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $406.3K | 0.12% | 00.0% | Unchanged |
| Davis R M Inc | 8,967 | $406.0K | 0.01% | +4,356+94.5% | Added |
| Jackson Hole Capital Partners, LLC | 8,946 | $405.3K | 0.11% | −7,400−45.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 8,946 | $405.3K | 0.11% | −600−6.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,936 | $404.8K | 0.10% | −82−0.9% | Reduced |
| Voya Financial Advisors, Inc. | 8,985 | $404.1K | 0.05% | +91+1.0% | Added |
| Fort Point Capital Partners LLC | 8,895 | $402.9K | 0.06% | −438−4.7% | Reduced |
| Conning Inc. | 8,882 | $402.4K | 0.01% | −2,130−19.3% | Reduced |
| Clark Financial Services Group Inc | 8,878 | $402.2K | 0.54% | +5+0.1% | Added |
| ERn Financial, LLC | 8,830 | $400.0K | 0.08% | −422−4.6% | Reduced |
| Accredited Investors Inc. | 8,797 | $398.5K | 0.03% | +147+1.7% | Added |
| Two Sigma Securities, LLC | 8,736 | $395.7K | 0.03% | −1,161−11.7% | Reduced |
| Midwest Heritage Bank, FSB | 8,720 | $395.0K | 0.30% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,672 | $392.8K | 0.01% | −8,010−48.0% | Reduced |
| Ted Buchan & Co | 8,663 | $392.4K | 0.30% | +882+11.3% | Added |
| Schechter Investment Advisors, LLC | 8,654 | $392.0K | 0.04% | −885−9.3% | Reduced |
| Stephens Consulting, LLC | 8,567 | $388.1K | 0.15% | −133−1.5% | Reduced |
| Plancorp, LLC | 8,560 | $387.8K | 0.02% | −46−0.5% | Reduced |
| Farmers Trust Co | 8,551 | $387.4K | 0.08% | −49−0.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,550 | $387.3K | 0.12% | −511−5.6% | Reduced |
| IFG Advisors, LLC | 8,525 | $386.2K | 0.14% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 8,519 | $385.9K | 0.05% | −338−3.8% | Reduced |
| Greatmark Investment Partners, Inc. | 8,499 | $385.0K | 0.06% | +963+12.8% | Added |
| Smallwood Wealth Investment Management, LLC | 8,494 | $384.8K | 0.34% | −1,919−18.4% | Reduced |
| Holderness Investments Co | 8,477 | $384.0K | 0.14% | −624−6.9% | Reduced |
| San Luis Wealth Advisors LLC | 8,455 | $383.0K | 0.14% | +1,867+28.3% | Added |
| Marble Harbor Investment Counsel, LLC | 8,452 | $382.9K | 0.05% | +741+9.6% | Added |
| CVA Family Office, LLC | 8,444 | $382.5K | 0.08% | +290+3.6% | Added |
| Peak Financial Advisors LLC | 8,441 | $382.4K | 0.30% | +2,492+41.9% | Added |
| Cypress Wealth Services, LLC | 8,424 | $382.3K | 0.10% | +80+1.0% | Added |
| Wealth Quarterback LLC | 8,422 | $381.5K | 0.26% | +291+3.6% | Added |
| Arden Trust Co | 8,402 | $381.0K | 0.06% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 8,363 | $378.8K | 0.16% | −2,475−22.8% | Reduced |
| Gradient Investments LLC | 8,343 | $377.9K | 0.01% | −713−7.9% | Reduced |
| TCI Wealth Advisors, Inc. | 8,328 | $377.2K | 0.05% | +25+0.3% | Added |
| Armstrong Advisory Group, Inc | 8,316 | $376.7K | 0.04% | +2,192+35.8% | Added |
| Callahan Advisors, LLC | 8,301 | $376.0K | 0.05% | +10+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,300 | $376.0K | 0.05% | −1,367−14.1% | Reduced |
| Acorn Wealth Advisors, LLC | 8,282 | $375.2K | 0.26% | +84+1.0% | Added |
| Sterling Investment Counsel, LLC | 8,270 | $374.6K | 0.20% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 8,257 | $374.0K | 0.11% | −201−2.4% | Reduced |
| Soltis Investment Advisors LLC | 8,234 | $373.0K | 0.04% | +260+3.3% | Added |
| Pflug Koory, LLC | 8,231 | $372.9K | 0.19% | +10+0.1% | Added |
| Legacy Advisors, LLC | 8,202 | $371.6K | 0.06% | +8,202 | New |
| Rockland Trust Co | 8,170 | $370.1K | 0.02% | −3,829−31.9% | Reduced |
| Howland Capital Management LLC | 7,980 | $369.0K | 0.02% | −162−2.0% | Reduced |
| Financial Perspectives, Inc | 8,144 | $368.9K | 0.16% | +10.0% | Added |
| Private Wealth Partners, LLC | 8,130 | $368.3K | 0.03% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 8,102 | $367.0K | 0.21% | −95−1.2% | Reduced |
| Syntax Advisors, LLC | 8,102 | $367.0K | 0.30% | −95−1.2% | Reduced |
| Azimuth Capital Investment Management LLC | 8,100 | $366.9K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8,085 | $366.3K | 0.18% | −317−3.8% | Reduced |
| Prossimo Advisors, LLC | 8,058 | $365.0K | 0.35% | +90+1.1% | Added |
| Woodard & Co Asset Management Group Inc | 8,057 | $365.0K | 0.12% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 8,022 | $363.4K | 0.17% | +8,022 | New |
| Old Second National Bank of Aurora | 8,009 | $362.8K | 0.10% | 00.0% | Unchanged |
| Provence Wealth Management Group | 8,008 | $362.8K | 0.21% | +8,008 | New |
| Reaves W H & Co Inc | 8,000 | $362.0K | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 7,949 | $360.1K | 0.01% | −245−3.0% | Reduced |
| Luts & Greenleigh Group, Inc | 7,947 | $360.0K | 0.44% | +100+1.3% | Added |
| Lane & Associates LLC | 7,925 | $359.0K | 0.29% | +285+3.7% | Added |
| Engineers Gate Manager LP | 7,915 | $358.6K | 0.01% | −123,372−94.0% | Reduced |
| Berger Financial Group, Inc | 7,906 | $358.1K | 0.04% | +68+0.9% | Added |
| Mayfair Advisory Group, LLC | 7,770 | $357.2K | 0.36% | +108+1.4% | Added |
| GYL Financial Synergies, LLC | 7,864 | $356.2K | 0.03% | +435+5.9% | Added |
| Harvey Investment Co LLC | 7,833 | $355.0K | 0.05% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7,820 | $354.0K | 0.14% | +7+0.1% | Added |
| Teamwork Financial Advisors, LLC | 7,803 | $353.5K | 0.06% | −399−4.9% | Reduced |
| Cutler Group LP | 7,783 | $352.0K | 0.08% | +4,068+109.5% | Added |
| Investment Advisory Group, LLC | 7,760 | $351.5K | 0.18% | −421−5.1% | Reduced |
| Ronald Blue Trust, Inc. | 7,842 | $350.0K | 0.01% | −6,723−46.2% | Reduced |
| Evoke Wealth, LLC | 7,501 | $346.9K | 0.01% | +449+6.4% | Added |
| SP Asset Management LLC | 7,642 | $346.2K | 0.04% | +143+1.9% | Added |
| EPG Wealth Management LLC | 7,626 | $345.5K | 0.10% | +22+0.3% | Added |
| First Business Financial Services, Inc. | 7,616 | $345.0K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 7,589 | $343.8K | 0.17% | −832−9.9% | Reduced |
| N.E.W. Advisory Services LLC | 7,587 | $343.7K | 0.05% | +7,587 | New |
| WealthPlan Investment Management, LLC | 7,564 | $342.6K | 0.10% | −3,356−30.7% | Reduced |
| Princeton Global Asset Management LLC | 7,561 | $342.5K | 0.10% | −10,333−57.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,530 | $341.1K | 0.17% | −125−1.6% | Reduced |
| Vivaldi Capital Management, LLC | 7,516 | $340.5K | 0.10% | +778+11.5% | Added |
| Front Barnett Associates LLC | 7,506 | $340.0K | 0.04% | −60−0.8% | Reduced |
| RS Crum Inc. | 7,505 | $340.0K | 0.12% | −400−5.1% | Reduced |
| Plan Group Financial, LLC | 7,689 | $339.6K | 0.28% | +7,689 | New |
| Farther Finance Advisors, LLC | 7,477 | $338.7K | 0.07% | +3,993+114.6% | Added |
| One Wealth Advisors, LLC | 7,452 | $337.6K | 0.07% | −366−4.7% | Reduced |
| Requisite Capital Management, LLC | 7,253 | $335.4K | 0.09% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 7,393 | $334.9K | 0.01% | −24,642−76.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,382 | $334.4K | 0.03% | −1,258−14.6% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 7,333 | $332.0K | 0.05% | +1,650+29.0% | Added |