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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 542 | $24.6K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 532 | $24.1K | 0.02% | −100−15.8% | Reduced |
| Bromfield Sneider Wealth Advisors | 519 | $23.5K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 500 | $22.6K | 0.00% | +200+66.7% | Added |
| St. Johns Investment Management Company, LLC | 500 | $22.6K | 0.01% | +500 | New |
| IAG Wealth Partners, LLC | 433 | $19.6K | 0.01% | +9+2.1% | Added |
| Assetmark, Inc | 430 | $19.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 425 | $19.3K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 420 | $19.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 413 | $18.7K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 409 | $18.5K | 0.00% | −71−14.8% | Reduced |
| Hallmark Capital Management Inc | 407 | $18.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 403 | $18.3K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 398 | $18.0K | 0.01% | +6+1.5% | Added |
| Atlantic Trust, LLC | 404 | $18.0K | 0.01% | −5,400−93.0% | Reduced |
| Ogorek Anthony Joseph | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 396 | $17.9K | 0.02% | +7+1.8% | Added |
| Studio Investment Management LLC | 386 | $17.8K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 391 | $17.7K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 385 | $17.4K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 400 | $17.4K | 0.00% | −1,456−78.4% | Reduced |
| Castleview Partners, LLC | 383 | $17.4K | 0.02% | −300−43.9% | Reduced |
| TD Capital Management LLC | 382 | $17.3K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 375 | $17.0K | 0.01% | +375 | New |
| Horan Securities, Inc. | 354 | $16.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 352 | $15.9K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 337 | $15.3K | 0.01% | −10,058−96.8% | Reduced |
| Safeguard Financial, LLC | 352 | $15.0K | 0.01% | +352 | New |
| NVWM, LLC | 330 | $14.9K | 0.00% | +30+10.0% | Added |
| Nemes Rush Group LLC | 313 | $14.2K | 0.00% | +313 | New |
| KB Financial Partners, LLC | 308 | $14.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 308 | $13.9K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 303 | $13.7K | 0.01% | +6+2.0% | Added |
| Cedar Mountain Advisors, LLC | 301 | $13.6K | 0.00% | +1+0.3% | Added |
| Tradewinds Capital Management, LLC | 300 | $13.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $13.6K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 265 | $12.0K | 0.01% | −670−71.7% | Reduced |
| Ridgewood Investments LLC | 263 | $11.9K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 255 | $11.6K | 0.00% | −100−28.2% | Reduced |
| Distillate Capital Partners LLC | 253 | $11.5K | 3.71% | +253 | New |
| Blume Capital Management, Inc. | 252 | $11.4K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 247 | $11.2K | 0.01% | +247 | New |
| Carmel Capital Partners, LLC | 245 | $11.1K | 0.01% | −191−43.8% | Reduced |
| Insight Financial Services | 227 | $10.3K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 226 | $10.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 225 | $10.2K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 225 | $10.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 207 | $10.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 215 | $9.74K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 191 | $9.38K | 0.01% | +4+2.1% | Added |
| HighMark Wealth Management LLC | 186 | $8.41K | 0.01% | +100+116.3% | Added |
| Hanson & Doremus Investment Management | 170 | $8.00K | 0.00% | −464−73.2% | Reduced |
| Annapolis Financial Services, LLC | 167 | $7.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 162 | $7.35K | 0.00% | +159+5,300.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 160 | $7.25K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 150 | $6.79K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 138 | $6.00K | 0.00% | +72+109.1% | Added |
| Robinswood Financial LLC | 114 | $5.18K | 0.00% | +114 | New |
| Core Wealth Advisors, Inc. | 111 | $5.03K | 0.00% | −1,079−90.7% | Reduced |
| Northwest Investment Counselors, LLC | 100 | $4.53K | 0.00% | −100−50.0% | Reduced |
| Mascoma Wealth Management LLC | 100 | $4.42K | 0.00% | −100−50.0% | Reduced |
| PayPay Securities Corp | 89 | $4.03K | 0.25% | +1+1.1% | Added |
| Rise Advisors, LLC | 89 | $4.02K | 0.00% | −47−34.6% | Reduced |
| Disciplined Investments, LLC | 83 | $3.76K | 0.00% | −992−92.3% | Reduced |
| Fiduciary Alliance LLC | 80 | $3.64K | 0.00% | +80 | New |
| Trifecta Capital Advisors, LLC | 79 | $3.58K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 75 | $3.40K | 0.00% | −656−89.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 74 | $3.35K | 0.00% | +39+111.4% | Added |
| Red Tortoise LLC | 58 | $2.63K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 46 | $2.08K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 51 | $2.00K | 0.00% | −120−70.2% | Reduced |
| HBC Financial Services, PLLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 45 | $2.00K | 0.00% | +45 | New |
| Adirondack Retirement Specialists, Inc. | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 36 | $1.63K | 0.00% | −253−87.5% | Reduced |
| SJS Investment Consulting Inc. | 33 | $1.50K | 0.00% | −178−84.4% | Reduced |
| Creative Capital Management Investments LLC | 33 | $1.50K | 0.00% | +33 | New |
| HWG Holdings LP | 27 | $1.24K | 0.00% | +27 | New |
| Delos Wealth Advisors, LLC | 25 | $1.13K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $317 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 3 | $136 | 0.00% | +3 | New |
| Comerica Bank | 1,177,257 | $72 | 0.01% | +1,177,257 | New |
| Sofos Investments, Inc. | 37 | $2 | 0.00% | +37 | New |
| Quilter Plc | 25,125 | – | – | 00.0% | Unchanged |
| Marex Group plc | 0 | $0 | 0.00% | −789,559−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −539,100−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −437,127−100.0% | Sold out |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −272,000−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −271,590−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −143,605−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −115,303−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −95,906−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −74,893−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −70,392−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −58,415−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −52,269−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −39,291−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −38,518−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −29,122−100.0% | Sold out |