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 |
|---|---|---|---|---|---|
| Clarus Group, Inc. | 7,326 | $331.9K | 0.24% | +1,438+24.4% | Added |
| Hills Bank & Trust Co | 7,303 | $330.8K | 0.04% | −50−0.7% | Reduced |
| Kenfarb & Co. | 7,300 | $330.6K | 0.29% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 7,287 | $330.0K | 0.03% | −26,947−78.7% | Reduced |
| Delta Investment Management, LLC | 7,262 | $329.0K | 0.09% | −400−5.2% | Reduced |
| Beacon Capital Management, LLC | 7,240 | $328.0K | 0.09% | +535+8.0% | Added |
| Prairie Sky Financial Group LLC | 7,225 | $327.3K | 0.22% | +7,225 | New |
| HHM Wealth Advisors, LLC | 7,198 | $326.1K | 0.06% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 7,194 | $325.9K | 0.03% | −115−1.6% | Reduced |
| Opal Wealth Advisors, LLC | 7,186 | $325.5K | 0.16% | +146+2.1% | Added |
| KCM Investment Advisors LLC | 7,182 | $325.4K | 0.01% | −2,164−23.2% | Reduced |
| Tandem Investment Advisors, Inc. | 7,165 | $325.0K | 0.01% | +599+9.1% | Added |
| Smith Shellnut Wilson LLC | 7,163 | $324.5K | 0.18% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 7,145 | $324.0K | 0.03% | +10.0% | Added |
| Community Trust & Investment Co | 7,130 | $323.0K | 0.03% | 00.0% | Unchanged |
| Equitable Trust Co | 7,130 | $323.0K | 0.02% | −300−4.0% | Reduced |
| Bayesian Capital Management, LP | 7,074 | $320.5K | 0.03% | +7,074 | New |
| Mairs & Power Inc | 7,064 | $320.0K | 0.00% | +20.0% | Added |
| Coastline Trust Co | 7,025 | $318.2K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7,005 | $317.3K | 0.04% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 7,000 | $317.1K | 0.24% | 00.0% | Unchanged |
| MCF Advisors LLC | 6,885 | $317.0K | 0.03% | +109+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,942 | $314.5K | 0.01% | +22+0.3% | Added |
| MBA Advisors LLC | 6,923 | $313.6K | 0.19% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6,897 | $312.4K | 0.01% | −3,378−32.9% | Reduced |
| Colonial Trust Co | 6,850 | $310.3K | 0.07% | +2,738+66.6% | Added |
| TrueWealth Advisors, LLC | 6,832 | $309.5K | 0.13% | −579−7.8% | Reduced |
| Webster Bank, N. A. | 6,809 | $308.4K | 0.04% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,802 | $308.1K | 0.08% | +112+1.7% | Added |
| Wendell David Associates Inc | 6,800 | $308.0K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 6,793 | $307.7K | 0.16% | −15,202−69.1% | Reduced |
| Jones Financial Companies LLLP | 6,793 | $307.7K | 0.00% | −164−2.4% | Reduced |
| Mechanics Financial Corp | 6,793 | $307.7K | 0.17% | +2,128+45.6% | Added |
| Wells Trecaso Financial Group, LLC | 6,787 | $307.5K | 0.13% | +8+0.1% | Added |
| Keystone Financial Group | 6,766 | $306.5K | 0.05% | +6,766 | New |
| Tompkins Financial Corp | 6,762 | $306.3K | 0.05% | −65−1.0% | Reduced |
| Abbrea Capital, LLC | 6,608 | $306.0K | 0.05% | +1,517+29.8% | Added |
| RFP Financial Group LLC | 6,737 | $305.2K | 0.12% | +5,712+557.3% | Added |
| TSFG, LLC | 6,739 | $305.0K | 0.11% | +14+0.2% | Added |
| Byrne Asset Management LLC | – | $304.0K | 0.20% | – | – |
| Retirement Group, LLC | 6,701 | $303.6K | 0.13% | −42−0.6% | Reduced |
| V2 Financial group LLC | 6,699 | $303.5K | 0.22% | +48+0.7% | Added |
| First County Bank | 6,692 | $303.1K | 0.15% | −4,051−37.7% | Reduced |
| West Bancorporation Inc | 6,675 | $302.4K | 0.20% | −64−0.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,675 | $302.4K | 0.09% | −94−1.4% | Reduced |
| New Vernon Capital Holdings II LLC | 6,668 | $302.1K | 0.20% | +2,228+50.2% | Added |
| Creative Financial Designs Inc | 6,660 | $301.7K | 0.04% | −52−0.8% | Reduced |
| Pinnacle Bancorp, Inc. | 6,659 | $301.7K | 0.10% | +245+3.8% | Added |
| Next Capital Management LLC | 6,649 | $301.2K | 0.14% | +2,073+45.3% | Added |
| Financial Management Professionals, Inc. | 6,644 | $301.0K | 0.05% | +160+2.5% | Added |
| Mill Creek Capital Advisors, LLC | 6,644 | $301.0K | 0.01% | +669+11.2% | Added |
| Caldwell Sutter Capital, Inc. | 6,638 | $300.7K | 0.16% | +3,111+88.2% | Added |
| Newman Dignan & Sheerar, Inc. | 6,635 | $300.6K | 0.09% | −1,000−13.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,614 | $300.1K | 0.16% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 6,601 | $299.0K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 6,598 | $298.9K | 0.06% | +6,598 | New |
| Midwest Financial Group LLC | 6,570 | $298.0K | 0.25% | −100−1.5% | Reduced |
| SFMG, LLC | 6,569 | $297.6K | 0.03% | +10.0% | Added |
| Financial Architects, Inc | 6,563 | $297.3K | 0.04% | +116+1.8% | Added |
| Yarger Wealth Strategies, LLC | 6,561 | $297.2K | 0.27% | +204+3.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,559 | $297.1K | 0.19% | +41+0.6% | Added |
| Pacitti Group Inc. | 6,453 | $294.6K | 0.21% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 6,500 | $294.4K | 0.07% | −640−9.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $294.4K | 0.11% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,497 | $294.2K | 0.13% | −100−1.5% | Reduced |
| Axim Planning & Wealth | 6,472 | $293.2K | 0.26% | +432+7.2% | Added |
| Baxter Bros Inc | 6,468 | $293.0K | 0.04% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 6,458 | $292.5K | 0.04% | +871+15.6% | Added |
| Channel Wealth LLC | 6,434 | $291.4K | 0.17% | +1,686+35.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 6,432 | $291.4K | 0.06% | 00.0% | Unchanged |
| River Street Advisors LLC | 6,394 | $289.6K | 0.28% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 6,379 | $289.0K | 0.11% | −200−3.0% | Reduced |
| Enterprise Financial Services Corp | 6,371 | $288.6K | 0.18% | +340+5.6% | Added |
| Hemenway Trust Co LLC | 6,365 | $288.3K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6,344 | $287.4K | 0.16% | +77+1.2% | Added |
| Calamos Wealth Management LLC | 6,343 | $287.3K | 0.02% | +6,343 | New |
| King Wealth | 6,303 | $286.0K | 0.06% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 6,305 | $285.6K | 0.03% | −298−4.5% | Reduced |
| Souders Financial Advisors | 6,286 | $284.8K | 0.05% | +58+0.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,281 | $284.5K | 0.13% | +48+0.8% | Added |
| Arrow Financial Corp | 6,281 | $284.5K | 0.03% | −500−7.4% | Reduced |
| Credit Agricole S A | 6,250 | $283.1K | 0.01% | +6,250 | New |
| Donaldson Capital Management, LLC | 6,246 | $283.0K | 0.01% | −295−4.5% | Reduced |
| Triangle Securities Wealth Management | 6,240 | $282.7K | 0.10% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 6,237 | $282.5K | 0.03% | −100−1.6% | Reduced |
| Center for Financial Planning, Inc. | 6,234 | $282.4K | 0.06% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 6,225 | $282.0K | 0.08% | +6,225 | New |
| JB Capital LLC | 6,219 | $281.7K | 0.02% | −42−0.7% | Reduced |
| JSF Financial, LLC | 6,199 | $280.8K | 0.10% | −954−13.3% | Reduced |
| Moran Wealth Management, LLC | 6,196 | $280.7K | 0.01% | +6,196 | New |
| Owen LaRue, LLC | 6,094 | $279.8K | 0.29% | −23,244−79.2% | Reduced |
| Wambolt & Associates, LLC | 6,175 | $279.7K | 0.10% | −484−7.3% | Reduced |
| Angeles Investment Advisors, LLC | 6,173 | $279.6K | 0.02% | +1,373+28.6% | Added |
| Summit Financial Wealth Advisors, LLC | 6,169 | $279.5K | 0.06% | −546−8.1% | Reduced |
| Tempus Wealth Planning, LLC | 6,165 | $279.3K | 0.13% | +10.0% | Added |
| Lifeworks Advisors, LLC | 6,164 | $279.2K | 0.12% | +1,636+36.1% | Added |
| Apeiron RIA LLC | 6,159 | $279.0K | 0.10% | +1,000+19.4% | Added |
| Pure Financial Advisors, Inc. | 6,157 | $278.9K | 0.01% | +75+1.2% | Added |
| Summit Wealth Partners, LLC | 6,141 | $278.2K | 0.07% | +14+0.2% | Added |
| Meiji Yasuda Life Insurance Co | 6,129 | $278.0K | 0.01% | +1,600+35.3% | Added |