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 |
|---|---|---|---|---|---|
| Cape Cod Five Cents Savings Bank | 4,565 | $206.8K | 0.02% | −100−2.1% | Reduced |
| SignalPoint Asset Management, LLC | 4,555 | $206.3K | 0.06% | +27+0.6% | Added |
| Angeles Wealth Management, LLC | 4,545 | $205.9K | 0.03% | −34−0.7% | Reduced |
| Tower Bridge Advisors | 4,545 | $205.9K | 0.02% | +4,545 | New |
| Centurion Wealth Management LLC | 4,511 | $204.4K | 0.10% | +4,511 | New |
| Diligent Investors, LLC | 4,507 | $204.2K | 0.06% | +7+0.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,502 | $203.9K | 0.07% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 4,488 | $203.3K | 0.02% | +4,488 | New |
| Wedge Capital Management L L P | 4,474 | $202.7K | 0.00% | −151−3.3% | Reduced |
| Aries Wealth Management | 4,460 | $202.0K | 0.08% | +4,460 | New |
| Smith Chas P & Associates Pa Cpas | 4,461 | $202.0K | 0.01% | +4,461 | New |
| NTV Asset Management LLC | 4,456 | $201.9K | 0.04% | +4,456 | New |
| Long Run Wealth Advisors, LLC | 4,455 | $201.8K | 0.06% | +4,455 | New |
| SevenBridge Financial Group, LLC | 4,447 | $201.4K | 0.05% | −516−10.4% | Reduced |
| Financial Advisory Group | 4,444 | $201.3K | 0.04% | +4,444 | New |
| SNS Financial Group, LLC | 4,349 | $201.1K | 0.03% | +4,349 | New |
| Coulter & Justus Financial Services, LLC | 4,435 | $200.9K | 0.14% | +4,435 | New |
| Pacific Sun Financial Corp | 4,495 | $200.6K | 0.13% | +4,495 | New |
| Tradewinds, LLC. | 4,423 | $200.4K | 0.12% | +4,423 | New |
| Mosaic Family Wealth Partners, LLC | 4,419 | $200.2K | 0.04% | +4,419 | New |
| Global Wealth Management Investment Advisory, Inc. | 4,393 | $199.0K | 0.05% | +4,393 | New |
| Icon Wealth Partners, LLC | 4,372 | $198.0K | 0.02% | −593−11.9% | Reduced |
| Garde Capital, Inc. | 4,357 | $197.0K | 0.02% | −235−5.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,347 | $197.0K | 0.15% | +460+11.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 27,470 | $195.2K | 0.14% | +22,508+453.6% | Added |
| Options Solutions, LLC | 4,256 | $192.8K | 0.19% | +4,256 | New |
| Westside Investment Management, Inc. | 4,250 | $192.7K | 0.05% | −300−6.6% | Reduced |
| M&R Capital Management Inc | 4,243 | $192.2K | 0.05% | +614+16.9% | Added |
| Resources Management Corp | 4,225 | $191.0K | 0.03% | −39,920−90.4% | Reduced |
| Key Financial Inc | 4,141 | $187.6K | 0.06% | +175+4.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 4,100 | $185.7K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4,099 | $185.7K | 0.15% | +26+0.6% | Added |
| First Financial Corp | 4,069 | $184.3K | 0.12% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40,625 | $181.6K | 0.04% | +38+0.1% | Added |
| TD Ameritrade Investment Management, LLC | 3,960 | $179.0K | 0.00% | −618−13.5% | Reduced |
| Cranbrook Wealth Management, LLC | 3,872 | $175.4K | 0.05% | +11+0.3% | Added |
| Capital Advisors, Ltd. LLC | 3,864 | $175.0K | 0.03% | +492+14.6% | Added |
| Basso Capital Management, L.P. | 3,831 | $173.5K | 0.19% | +3,831 | New |
| St Germain D J Co Inc | 3,819 | $173.0K | 0.01% | +3,819 | New |
| Bellevue Asset Management, LLC | 3,781 | $171.3K | 0.11% | +10+0.3% | Added |
| Horizon Bancorp Inc | 3,772 | $171.0K | 0.11% | −378−9.1% | Reduced |
| Adirondack Trust Co | 3,764 | $170.9K | 0.08% | −414−9.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,711 | $168.1K | 0.08% | +239+6.9% | Added |
| Chiron Investment Management, LLC | 3,703 | $167.7K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3,692 | $167.2K | 0.04% | +4+0.1% | Added |
| JJJ Advisors Inc. | 3,584 | $165.7K | 0.05% | −44−1.2% | Reduced |
| Union Savings Bank | 3,626 | $164.6K | 0.10% | +3,626 | New |
| Dividend Assets Capital, LLC | 3,566 | $162.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,547 | $160.6K | 0.13% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 3,500 | $159.0K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 3,498 | $158.5K | 0.09% | +11+0.3% | Added |
| Gladius Capital Management LP | 3,485 | $157.9K | 0.08% | −863−19.8% | Reduced |
| Worth Asset Management, LLC | 3,484 | $157.8K | 0.12% | +4+0.1% | Added |
| American National Bank | 3,469 | $157.1K | 0.03% | +79+2.3% | Added |
| Evolution Advisers, Inc. | 3,480 | $157.0K | 0.11% | +2+0.1% | Added |
| Acima Private Wealth, LLC | 3,452 | $156.4K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,439 | $155.8K | 0.00% | +3,439 | New |
| Chilton Capital Management LLC | 3,425 | $155.2K | 0.01% | +42+1.2% | Added |
| MB, Levis & Associates, LLC | 3,411 | $154.5K | 0.10% | +52+1.5% | Added |
| Larson Financial Group LLC | 3,371 | $152.7K | 0.02% | +640+23.4% | Added |
| Cherry Tree Wealth Management, LLC | 3,345 | $151.5K | 0.04% | +3,345 | New |
| Eagle Bay Advisors LLC | 3,330 | $150.8K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,250 | $147.0K | 0.10% | −1,620−33.3% | Reduced |
| First Command Bank | 3,240 | $146.8K | 0.01% | −571−15.0% | Reduced |
| First Command Financial Services, Inc. | 3,240 | $146.8K | 0.01% | −571−15.0% | Reduced |
| Evermay Wealth Management LLC | 3,161 | $145.8K | 0.03% | −55−1.7% | Reduced |
| PFS Partners, LLC | 3,211 | $145.5K | 0.12% | −43−1.3% | Reduced |
| JFS Wealth Advisors, LLC | 3,172 | $143.7K | 0.01% | −9−0.3% | Reduced |
| First Capital Advisors Group, LLC. | 3,128 | $141.7K | 0.07% | +3,128 | New |
| Aspire Private Capital, LLC | 3,096 | $140.2K | 0.04% | +20+0.7% | Added |
| Laurel Wealth Advisors LLC | 3,088 | $139.9K | 0.03% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3,045 | $137.9K | 0.20% | −96−3.1% | Reduced |
| Glassman Wealth Services | 3,015 | $136.6K | 0.02% | +323+12.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $136.0K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 3,000 | $135.9K | 0.09% | −3,000−50.0% | Reduced |
| Chesapeake Asset Management LLC | 3,000 | $135.9K | 0.12% | +3,000 | New |
| Coppell Advisory Solutions LLC | 3,017 | $135.7K | 0.04% | +3,017 | New |
| Cypress Capital Management LLC (WY) | 2,900 | $134.1K | 0.15% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,950 | $133.6K | 0.11% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,925 | $132.5K | 0.02% | −199−6.4% | Reduced |
| Itau Unibanco Holding S.A. | 2,899 | $131.3K | 0.01% | +988+51.7% | Added |
| Sutton Wealth Advisors Inc. | 2,893 | $131.0K | 0.06% | +36+1.3% | Added |
| CNB Bank | 2,869 | $130.0K | 0.08% | −455−13.7% | Reduced |
| West Oak Capital, LLC | 2,840 | $128.7K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,820 | $127.7K | 0.04% | +500+21.6% | Added |
| Sittner & Nelson, LLC | 2,752 | $124.7K | 0.07% | −3,015−52.3% | Reduced |
| Park Place Capital Corp | 2,661 | $120.5K | 0.03% | +1,958+278.5% | Added |
| Riverview Trust Co | 2,655 | $120.3K | 0.11% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2,655 | $120.2K | 0.05% | −178−6.3% | Reduced |
| AlphaMark Advisors, LLC | 2,618 | $119.0K | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,624 | $118.9K | 0.01% | −38−1.4% | Reduced |
| Addison Advisors LLC | 2,561 | $116.0K | 0.06% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,561 | $116.0K | 0.03% | +2,561 | New |
| First National Bank of South Miami | 2,550 | $115.5K | 0.09% | −149−5.5% | Reduced |
| GHP Investment Advisors, Inc. | 2,635 | $115.2K | 0.01% | −70−2.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,520 | $114.0K | 0.04% | 00.0% | Unchanged |
| General Partner, Inc. | 2,508 | $113.6K | 0.09% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,499 | $113.2K | 0.05% | +2,499 | New |
| Central Bank & Trust Co | 2,500 | $113.2K | 0.02% | −26−1.0% | Reduced |
| Roble, Belko & Company, Inc | 2,485 | $113.0K | 0.02% | 00.0% | Unchanged |