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 |
|---|---|---|---|---|---|
| Augustine Asset Management Inc | 6,134 | $277.9K | 0.13% | −104−1.7% | Reduced |
| Toth Financial Advisory Corp | 6,130 | $277.7K | 0.04% | −15−0.2% | Reduced |
| Prairiewood Capital, LLC | 6,130 | $277.7K | 0.19% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 6,120 | $277.2K | 0.04% | 00.0% | Unchanged |
| Accuvest Global Advisors | 6,116 | $277.0K | 0.14% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 6,103 | $276.5K | 0.01% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 6,100 | $276.3K | 0.22% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 6,103 | $276.0K | 0.01% | +1,847+43.4% | Added |
| Silvant Capital Management LLC | 5,966 | $275.9K | 0.02% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 6,087 | $275.7K | 0.18% | −102−1.6% | Reduced |
| Defender Capital, LLC. | 6,086 | $275.7K | 0.09% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,082 | $275.5K | 0.05% | −299−4.7% | Reduced |
| Monticello Wealth Management, LLC | 6,080 | $275.4K | 0.03% | +412+7.3% | Added |
| Compton Financial Group, LLC | 6,076 | $275.2K | 0.10% | −3,203−34.5% | Reduced |
| Drive Wealth Management, LLC | 5,944 | $274.8K | 0.10% | −793−11.8% | Reduced |
| Allstate Corp | 6,051 | $274.1K | 0.02% | −82−1.3% | Reduced |
| Colonial Trust Advisors | 6,049 | $274.0K | 0.03% | +56+0.9% | Added |
| V Wealth Advisors LLC | 6,045 | $273.9K | 0.05% | −107−1.7% | Reduced |
| WealthTrust Axiom LLC | 6,041 | $273.7K | 0.09% | −196−3.1% | Reduced |
| Fidelis Capital Partners, LLC | 6,037 | $273.5K | 0.10% | +6,037 | New |
| AXS Investments LLC | 6,021 | $272.8K | 0.07% | +1,146+23.5% | Added |
| Fort, L.P. | 5,999 | $271.8K | 0.72% | −363−5.7% | Reduced |
| Whalerock Point Partners, LLC | 5,972 | $270.5K | 0.09% | +1,439+31.7% | Added |
| Charter Trust Co | 5,970 | $270.4K | 0.02% | −1,290−17.8% | Reduced |
| 1st Source Bank | 5,967 | $270.3K | 0.02% | +165+2.8% | Added |
| Trustco Bank Corp N Y | 5,959 | $269.9K | 0.29% | −405−6.4% | Reduced |
| Leonteq Securities AG | 5,957 | $269.9K | 0.03% | −5,675−48.8% | Reduced |
| SC&H Financial Advisors, Inc. | 5,951 | $269.6K | 0.09% | −28−0.5% | Reduced |
| Jeppson Wealth Management, LLC | 5,950 | $269.5K | 0.12% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 5,943 | $269.3K | 0.15% | +83+1.4% | Added |
| Towerpoint Wealth, LLC | 5,926 | $268.5K | 0.15% | +31+0.5% | Added |
| Smithfield Trust Co | 5,895 | $267.0K | 0.02% | −1,800−23.4% | Reduced |
| Schrum Private Wealth Management LLC | 5,894 | $267.0K | 0.29% | +264+4.7% | Added |
| First United Bank Trust | 5,886 | $266.6K | 0.12% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,764 | $266.5K | 0.03% | −7−0.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 5,887 | $266.0K | 0.12% | −1,816−23.6% | Reduced |
| Register Financial Advisors LLC | 5,850 | $265.0K | 0.19% | +5,223+833.0% | Added |
| Kornitzer Capital Management Inc | 5,841 | $264.6K | 0.01% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,819 | $263.6K | 0.03% | +14+0.2% | Added |
| WealthShield Partners, LLC | 5,680 | $262.9K | 0.04% | −73−1.3% | Reduced |
| AtlasMark Financial, Inc | 5,800 | $262.7K | 0.32% | −115−1.9% | Reduced |
| Yacktman Asset Management LP | 5,800 | $262.7K | 0.00% | 00.0% | Unchanged |
| Cowa, LLC | 5,797 | $262.6K | 0.17% | 00.0% | Unchanged |
| STAR Financial Bank | 5,789 | $262.2K | 0.24% | +113+2.0% | Added |
| Aberdeen Wealth Management LLC | 5,785 | $262.1K | 0.19% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 5,782 | $261.9K | 0.09% | +132+2.3% | Added |
| Platform Technology Partners | 5,733 | $261.7K | 0.12% | +1,102+23.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,800 | $261.4K | 0.00% | −333,069−98.3% | Reduced |
| Vestor Capital, LLC | 5,762 | $261.0K | 0.03% | +1,180+25.8% | Added |
| Connable Office Inc | 5,746 | $260.3K | 0.04% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,737 | $259.9K | 0.04% | −114−1.9% | Reduced |
| American Institute for Advanced Investment Management, LLP | 5,735 | $259.8K | 0.23% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 5,719 | $259.1K | 0.03% | +5,719 | New |
| Steward Financial Group LLC | 5,734 | $259.0K | 0.08% | −54−0.9% | Reduced |
| Chiron Capital Management, LLC | 5,701 | $258.3K | 0.20% | +500+9.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 5,685 | $257.5K | 0.05% | +5,685 | New |
| Perfromance Wealth Partners, LLC | 5,595 | $257.3K | 0.01% | −558−9.1% | Reduced |
| Old North State Trust, LLC | 5,671 | $257.0K | 0.19% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,665 | $256.6K | 0.04% | +1,128+24.9% | Added |
| Atlas Capital Advisors LLC | 5,663 | $256.5K | 0.04% | +5,322+1,560.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,660 | $256.5K | 0.06% | +185+3.4% | Added |
| City Holding Co | 5,658 | $256.2K | 0.04% | −85−1.5% | Reduced |
| Northstar Group, Inc. | 5,634 | $255.2K | 0.06% | 00.0% | Unchanged |
| Gries Financial LLC | 5,615 | $254.4K | 0.07% | +510+10.0% | Added |
| Guardian Wealth Advisors, LLC | 5,500 | $254.3K | 0.04% | +404+7.9% | Added |
| Bienville Capital Management, LLC | 5,500 | $254.3K | 0.10% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,589 | $253.2K | 0.02% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 5,588 | $253.1K | 0.37% | −50−0.9% | Reduced |
| Clear Creek Financial Management, LLC | 5,585 | $253.0K | 0.04% | +277+5.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,571 | $252.4K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,562 | $252.0K | 0.00% | +673+13.8% | Added |
| Legacy Financial Advisors, Inc. | 5,559 | $251.8K | 0.05% | −714−11.4% | Reduced |
| Family Management Corp | 5,557 | $251.7K | 0.06% | −752−11.9% | Reduced |
| Affinity Capital Advisors, LLC | 5,552 | $251.5K | 0.07% | −29−0.5% | Reduced |
| Appleton Partners Inc | 5,549 | $251.0K | 0.02% | +5,549 | New |
| First Interstate Bank | 5,533 | $250.6K | 0.02% | −3,679−39.9% | Reduced |
| Abacus Planning Group, Inc. | 5,528 | $250.4K | 0.06% | +36+0.7% | Added |
| Triumph Capital Management | 5,394 | $249.3K | 0.11% | +224+4.3% | Added |
| NBW Capital LLC | 5,499 | $249.1K | 0.06% | +681+14.1% | Added |
| Buckingham Strategic Partners | 5,494 | $248.9K | 0.01% | +652+13.5% | Added |
| Wayfinding Financial, LLC | 5,459 | $248.0K | 0.17% | −1,204−18.1% | Reduced |
| Bremer Bank National Association | 5,471 | $247.8K | 0.05% | −69−1.2% | Reduced |
| 9258 Wealth Management, LLC | 5,461 | $247.4K | 0.05% | −381−6.5% | Reduced |
| HC Advisors, LLC | 5,459 | $247.3K | 0.14% | −975−15.2% | Reduced |
| 626 Financial, LLC | 5,455 | $247.1K | 0.16% | +195+3.7% | Added |
| Proficio Capital Partners LLC | 5,449 | $246.9K | 0.03% | −353−6.1% | Reduced |
| Fairfield, Bush & Co. | 5,440 | $246.4K | 0.07% | 00.0% | Unchanged |
| Great Waters Wealth Management | 5,436 | $246.3K | 0.05% | +5,436 | New |
| Harbor Investment Advisory, LLC | 5,435 | $246.2K | 0.03% | +503+10.2% | Added |
| Howard Financial Services, Ltd. | 5,428 | $245.9K | 0.06% | +49+0.9% | Added |
| Aprio Wealth Management, LLC | 5,428 | $245.9K | 0.07% | +5,428 | New |
| Monetary Management Group Inc | 5,400 | $244.6K | 0.07% | −2,000−27.0% | Reduced |
| Birch Hill Investment Advisors LLC | 5,400 | $244.6K | 0.01% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 5,400 | $244.6K | 0.07% | +100+1.9% | Added |
| Mark Stevens | 5,383 | $243.8K | 0.03% | +611+12.8% | Added |
| Cubic Asset Management, LLC | 5,368 | $243.2K | 0.07% | +5,368 | New |
| Benjamin Edwards Inc | 5,356 | $243.0K | 0.06% | −562−9.5% | Reduced |
| Univest Financial Corp | 5,330 | $241.4K | 0.07% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 5,328 | $241.3K | 0.21% | +62+1.2% | Added |
| Carson Advisory Inc. | 5,327 | $241.3K | 0.20% | +36+0.7% | Added |