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 |
|---|---|---|---|---|---|
| Executive Wealth Management, LLC | 5,324 | $241.2K | 0.02% | +26+0.5% | Added |
| Bulltick Wealth Management, LLC | 5,096 | $240.5K | 0.06% | +5,096 | New |
| Waddell & Associates, LLC | 5,308 | $240.5K | 0.04% | +49+0.9% | Added |
| Cedar Brook Financial Partners, LLC | 5,307 | $240.4K | 0.06% | +100+1.9% | Added |
| Curi Capital | 5,305 | $240.3K | 0.03% | +40+0.8% | Added |
| Nadler Financial Group, Inc. | 5,300 | $240.1K | 0.04% | +11+0.2% | Added |
| Corrigan Financial, Inc. | 5,294 | $239.8K | 0.08% | +236+4.7% | Added |
| CRA Financial Services, LLC | 5,248 | $237.7K | 0.06% | +9+0.2% | Added |
| Great Lakes Advisors, LLC | 5,227 | $236.8K | 0.00% | −6,231−54.4% | Reduced |
| Bluesphere Advisors, LLC | 5,211 | $236.1K | 0.16% | +58+1.1% | Added |
| Planned Solutions, Inc. | 5,200 | $235.6K | 0.14% | 00.0% | Unchanged |
| Gratus Capital LLC | 5,197 | $235.4K | 0.02% | −1,695−24.6% | Reduced |
| MV Capital Management, Inc. | 5,185 | $234.9K | 0.03% | +396+8.3% | Added |
| Nicolet Bankshares Inc | 5,184 | $234.8K | 0.07% | −1,098−17.5% | Reduced |
| Magnus Financial Group LLC | 5,171 | $234.3K | 0.03% | −27−0.5% | Reduced |
| Gryphon Financial Partners LLC | 5,165 | $234.0K | 0.05% | −267−4.9% | Reduced |
| Morris Financial Concepts, Inc. | 5,162 | $233.8K | 0.15% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 5,160 | $233.7K | 0.03% | +11+0.2% | Added |
| Becker Capital Management Inc | 5,068 | $233.5K | 0.01% | +5,068 | New |
| BDO Wealth Advisors, LLC | 5,153 | $233.5K | 0.03% | +79+1.6% | Added |
| West Family Investments, Inc. | 5,153 | $233.4K | 0.09% | +5,153 | New |
| M. Kraus & Co | 5,130 | $232.4K | 0.08% | −656−11.3% | Reduced |
| Vicus Capital | 5,125 | $232.2K | 0.02% | +265+5.5% | Added |
| RKL Wealth Management LLC | 5,115 | $231.7K | 0.03% | +7+0.1% | Added |
| Eagle Ridge Investment Management | 5,108 | $231.4K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 5,106 | $231.3K | 0.08% | +301+6.3% | Added |
| Thompson Davis & Co., Inc. | 5,104 | $231.2K | 0.26% | +32+0.6% | Added |
| Day & Ennis, LLC | 5,103 | $231.2K | 0.09% | +64+1.3% | Added |
| Alera Investment Advisors, LLC | 5,090 | $230.6K | 0.05% | −35−0.7% | Reduced |
| Balboa Wealth Partners | 5,061 | $229.3K | 0.08% | −1,258−19.9% | Reduced |
| Perennial Investment Advisors, LLC | 5,055 | $229.0K | 0.04% | +239+5.0% | Added |
| Legacy Financial Group, Inc. | 5,048 | $228.7K | 0.11% | +5,048 | New |
| Arvest Trust Co N A | 5,033 | $228.6K | 0.01% | +5,033 | New |
| Prostatis Group LLC | 199,723 | $228.5K | 0.11% | +194,678+3,858.8% | Added |
| EverSource Wealth Advisors, LLC | 5,034 | $228.0K | 0.03% | +799+18.9% | Added |
| Beacon Investment Advisory Services, Inc. | 5,010 | $227.0K | 0.01% | +93+1.9% | Added |
| Kennedy Investment Group | 5,003 | $226.6K | 0.13% | +49+1.0% | Added |
| Alta Advisers Ltd | 5,000 | $226.5K | 0.13% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 4,992 | $226.1K | 0.20% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,999 | $226.0K | 0.03% | −798−13.8% | Reduced |
| GFS Advisors, LLC | 4,992 | $226.0K | 0.05% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,975 | $225.4K | 0.12% | −113−2.2% | Reduced |
| NWF Advisory Services Inc. | 4,951 | $224.3K | 0.05% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 4,949 | $224.2K | 0.08% | +4,949 | New |
| Jag Capital Management, LLC | 4,945 | $224.0K | 0.03% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,930 | $223.3K | 0.16% | +4,930 | New |
| Pointe Capital Management LLC | 4,926 | $223.1K | 0.17% | −25−0.5% | Reduced |
| ZWJ Investment Counsel Inc | 4,913 | $222.6K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 4,929 | $221.7K | 0.02% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 4,893 | $221.6K | 0.15% | +87+1.8% | Added |
| Capital Investment Counsel, Inc | 4,884 | $221.2K | 0.04% | −192−3.8% | Reduced |
| Ingalls & Snyder LLC | 4,873 | $221.0K | 0.01% | +265+5.8% | Added |
| Carlson Capital Management | 4,878 | $221.0K | 0.01% | −643−11.6% | Reduced |
| Manchester Capital Management LLC | 4,870 | $220.6K | 0.03% | −4,340−47.1% | Reduced |
| Element Wealth, LLC | 4,861 | $220.2K | 0.15% | −129−2.6% | Reduced |
| Sonata Capital Group Inc | 4,864 | $220.0K | 0.11% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 4,755 | $219.9K | 0.07% | +41+0.9% | Added |
| Apexium Financial, LP | 4,755 | $219.0K | 0.02% | −112−2.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,726 | $218.5K | 0.02% | −842−15.1% | Reduced |
| Coastal Capital Group, Inc. | 4,815 | $218.1K | 0.05% | −372−7.2% | Reduced |
| Concorde Asset Management, LLC | 4,812 | $218.0K | 0.20% | −60,562−92.6% | Reduced |
| Atwood & Palmer Inc | 4,808 | $217.8K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,800 | $217.5K | 0.04% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 4,791 | $217.0K | 0.24% | 00.0% | Unchanged |
| Family Firm, Inc. | 4,787 | $216.8K | 0.06% | +8+0.2% | Added |
| Bragg Financial Advisors, Inc | 4,773 | $216.2K | 0.01% | +4,773 | New |
| Schaper Benz & Wise Investment Counsel Inc | 4,755 | $215.4K | 0.02% | +10.0% | Added |
| William Allan, LLC | 4,750 | $215.2K | 0.16% | +50+1.1% | Added |
| Thompson Siegel & Walmsley LLC | 4,743 | $215.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,730 | $214.3K | 0.06% | −4,251−47.3% | Reduced |
| Meridian Wealth Partners, LLC | 4,729 | $214.2K | 0.04% | +106+2.3% | Added |
| Detalus Advisors, LLC | 4,727 | $214.1K | 0.10% | −90−1.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,719 | $214.0K | 0.02% | −391−7.7% | Reduced |
| TFB Advisors LLC | 4,720 | $213.8K | 0.09% | +4,720 | New |
| First Citizens Financial Corp | 4,693 | $212.6K | 0.14% | +4,693 | New |
| Fortitude Advisory Group L.L.C. | 4,684 | $212.2K | 0.16% | −347−6.9% | Reduced |
| DT Investment Partners, LLC | 4,696 | $212.2K | 0.02% | +506+12.1% | Added |
| Act Wealth Management, LLC | 4,669 | $211.5K | 0.12% | +41+0.9% | Added |
| Mezzasalma Advisors, LLC | 4,661 | $211.1K | 0.13% | −150−3.1% | Reduced |
| Ellerson Group Inc | 4,650 | $210.6K | 0.20% | −1,200−20.5% | Reduced |
| BLB&B Advisors, LLC | 4,650 | $210.6K | 0.01% | −184−3.8% | Reduced |
| High Net Worth Advisory Group LLC | 4,649 | $210.6K | 0.08% | 00.0% | Unchanged |
| Well Done, LLC | 4,648 | $210.6K | 0.04% | −1,164−20.0% | Reduced |
| Interchange Capital Partners, LLC | 4,644 | $210.4K | 0.16% | −8,582−64.9% | Reduced |
| Community Bank, N.A. | 4,645 | $210.4K | 0.03% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,636 | $210.0K | 0.02% | −5,675−55.0% | Reduced |
| Sound Income Strategies, LLC | 4,632 | $209.8K | 0.02% | −2,579−35.8% | Reduced |
| Weaver Consulting Group | 4,627 | $209.6K | 0.09% | −97−2.1% | Reduced |
| Institute for Wealth Management, LLC. | 4,621 | $209.3K | 0.04% | −64−1.4% | Reduced |
| Fort Pitt Capital Group, LLC | 4,616 | $209.1K | 0.01% | −374−7.5% | Reduced |
| Baker Boyer National Bank | 4,615 | $209.0K | 0.08% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4,599 | $208.4K | 0.02% | +856+22.9% | Added |
| Elmwood Wealth Management, Inc. | 4,597 | $208.2K | 0.10% | −20−0.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,593 | $208.1K | 0.03% | −50−1.1% | Reduced |
| NinePointTwo Capital | 4,604 | $208.0K | 0.08% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 4,589 | $207.9K | 0.06% | −40−0.9% | Reduced |
| Northwest Wealth Management, LLC | 4,585 | $207.7K | 0.08% | +4,585 | New |
| Insight Advisors, LLC | 4,585 | $207.7K | 0.05% | −437−8.7% | Reduced |
| Resonant Capital Advisors, LLC | 4,484 | $207.3K | 0.02% | +4,484 | New |
| Blue Bell Private Wealth Management, LLC | 4,566 | $206.8K | 0.05% | +2,575+129.3% | Added |