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; 2,575 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
- 1,885
- +23 vs. Q1 2023
- Shares held
- 1.05B
- −583.2K (−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
- 711 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 140,615 | $6.40M | 0.14% | +11,026+8.5% | Added |
| Daiwa Securities Group Inc. | 140,013 | $6.34M | 0.04% | +1,699+1.2% | Added |
| Central Trust Co | 139,408 | $6.32M | 0.18% | −1,247−0.9% | Reduced |
| Kennon-Green & Company, LLC | 138,868 | $6.29M | 5.85% | −1,319−0.9% | Reduced |
| Capital International Inc | 138,684 | $6.28M | 0.11% | +52,696+61.3% | Added |
| Valley National Advisers Inc | 138,508 | $6.28M | 1.05% | −8,572−5.8% | Reduced |
| Capital Management Corp | 136,668 | $6.19M | 1.32% | +10,403+8.2% | Added |
| Maryland State Retirement & Pension System | 136,453 | $6.18M | 0.13% | −5,482−3.9% | Reduced |
| Viking Fund Management LLC | 136,000 | $6.16M | 1.17% | +46,000+51.1% | Added |
| Capital Group Private Client Services, Inc. | 134,986 | $6.11M | 0.07% | −2,342−1.7% | Reduced |
| Point72 Asset Management, L.P. | 132,974 | $6.02M | 0.02% | −752,115−85.0% | Reduced |
| Sigma Planning Corp | 132,315 | $5.99M | 0.22% | −16,135−10.9% | Reduced |
| Hyman Charles D | 131,621 | $5.96M | 0.37% | −400−0.3% | Reduced |
| Beacon Pointe Advisors, LLC | 131,452 | $5.95M | 0.10% | +6,249+5.0% | Added |
| LVM Capital Management Ltd | 131,124 | $5.94M | 0.79% | +775+0.6% | Added |
| CWA Asset Management Group, LLC | 130,012 | $5.89M | 0.40% | −2,071−1.6% | Reduced |
| IFP Advisors, Inc | 82,368 | $5.87M | 0.30% | −11,120−11.9% | Reduced |
| Windle Wealth, LLC | 128,953 | $5.84M | 4.22% | +5,443+4.4% | Added |
| Atria Investments LLC | 128,869 | $5.84M | 0.11% | +5,785+4.7% | Added |
| Hartford Investment Management Co | 127,560 | $5.78M | 0.22% | −25,189−16.5% | Reduced |
| Johnson Financial Group, Inc. | 126,157 | $5.76M | 0.40% | +5,200+4.3% | Added |
| Independent Advisor Alliance | 127,108 | $5.76M | 0.25% | +2,788+2.2% | Added |
| Avantax Advisory Services, Inc. | 125,002 | $5.66M | 0.06% | −4,531−3.5% | Reduced |
| Aptus Capital Advisors, LLC | 123,865 | $5.61M | 0.16% | −8,220−6.2% | Reduced |
| Empowered Funds, LLC | 121,693 | $5.51M | 0.19% | +112,196+1,181.4% | Added |
| EA Series Trust | 121,693 | $5.51M | 0.19% | +121,693 | New |
| Claybrook Capital, LLC | 120,458 | $5.46M | 2.91% | 00.0% | Unchanged |
| Investment Management Associates Inc | 120,187 | $5.44M | 1.98% | −1,580−1.3% | Reduced |
| Howe & Rusling Inc | 119,988 | $5.44M | 0.61% | +2,322+2.0% | Added |
| Kingsview Wealth Management, LLC | 119,806 | $5.43M | 0.21% | +1,189+1.0% | Added |
| Rafferty Asset Management, LLC | 119,407 | $5.41M | 0.03% | +11,422+10.6% | Added |
| Hennessy Advisors Inc | 118,800 | $5.38M | 0.39% | −6,700−5.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 117,217 | $5.31M | 0.08% | +3,555+3.1% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 117,194 | $5.31M | 1.74% | −888−0.8% | Reduced |
| Commonwealth Retirement Investments LLC | 117,048 | $5.30M | 2.96% | +117,048 | New |
| Keystone Financial Planning, Inc. | 115,274 | $5.22M | 1.75% | +1,817+1.6% | Added |
| KBC Group NV | 114,566 | $5.19M | 0.02% | −3,286−2.8% | Reduced |
| Sage Capital Advisors,llc | 113,269 | $5.13M | 1.80% | +1,299+1.2% | Added |
| Regions Financial Corp | 112,490 | $5.10M | 0.04% | −8,282−6.9% | Reduced |
| Symphony Financial, Ltd. Co. | 112,412 | $5.06M | 1.24% | +1,617+1.5% | Added |
| Boyer & Corporon Wealth Management, LLC | 110,810 | $5.02M | 1.65% | −3,620−3.2% | Reduced |
| Principal Street Partners, LLC | 110,518 | $5.01M | 1.19% | −4,023−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 110,543 | $5.01M | 0.01% | −5,444−4.7% | Reduced |
| Louisiana State Employees Retirement System | 110,400 | $5.00M | 0.11% | −5,700−4.9% | Reduced |
| Toroso Investments, LLC | 110,195 | $4.99M | 0.15% | −1,713−1.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 110,179 | $4.99M | 2.43% | +2,682+2.5% | Added |
| Salomon & Ludwin, LLC | 108,612 | $4.92M | 0.52% | −142−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 107,132 | $4.85M | 0.09% | −7,564−6.6% | Reduced |
| Sowell Financial Services LLC | 104,903 | $4.85M | 0.27% | +6,928+7.1% | Added |
| Whittier Trust Co | 106,732 | $4.83M | 0.08% | −33,140−23.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 106,244 | $4.81M | 0.19% | −12,424−10.5% | Reduced |
| KWMG, LLC | 106,208 | $4.81M | 0.60% | +7,331+7.4% | Added |
| Beacon Financial Group | 106,133 | $4.77M | 0.65% | −162−0.2% | Reduced |
| National Asset Management, Inc. | 103,260 | $4.77M | 0.11% | −2,365−2.2% | Reduced |
| Hutner Capital Management Inc | 103,945 | $4.71M | 2.75% | −2,215−2.1% | Reduced |
| Nomura Holdings Inc | 103,716 | $4.70M | 0.05% | −16,311−13.6% | Reduced |
| Ar Asset Management Inc | 103,626 | $4.69M | 1.26% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 103,618 | $4.69M | 0.02% | +83,024+403.1% | Added |
| Equitable Holdings, Inc. | 103,592 | $4.69M | 0.07% | +7,923+8.3% | Added |
| Fifth Third Bancorp | 101,912 | $4.62M | 0.02% | −11,223−9.9% | Reduced |
| Massmutual Trust Co FSB | 101,043 | $4.58M | 0.16% | −4,990−4.7% | Reduced |
| Umb Bank N A | 100,651 | $4.56M | 0.07% | −20.0% | Reduced |
| Quadrature Capital Ltd | 99,965 | $4.53M | 0.10% | −39,418−28.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 99,317 | $4.50M | 1.62% | −2,488−2.4% | Reduced |
| Stock Yards Bank & Trust Co | 98,680 | $4.47M | 0.16% | +12,211+14.1% | Added |
| Mutual Advisors, LLC | 98,035 | $4.44M | 0.17% | +5,654+6.1% | Added |
| Highland Capital Management, LLC | 96,523 | $4.37M | 0.28% | +96,523 | New |
| Hantz Financial Services, Inc. | 96,352 | $4.37M | 0.11% | −217−0.2% | Reduced |
| Rbo & Co LLC | 95,588 | $4.33M | 0.74% | −122,069−56.1% | Reduced |
| Grassi Investment Management | 95,386 | $4.32M | 0.48% | −12,000−11.2% | Reduced |
| MainStreet Investment Advisors LLC | 94,751 | $4.29M | 0.47% | −2,560−2.6% | Reduced |
| Edmp, Inc. | 92,908 | $4.21M | 4.01% | +2,304+2.5% | Added |
| Baldwin Brothers Inc | 92,761 | $4.20M | 0.34% | −1,336−1.4% | Reduced |
| Venture Visionary Partners LLC | 92,575 | $4.19M | 0.25% | −14,845−13.8% | Reduced |
| Lincoln National Corp | 92,399 | $4.19M | 0.08% | +8,662+10.3% | Added |
| Tower Research Capital LLC (TRC) | 92,393 | $4.19M | 0.14% | +60,179+186.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 92,239 | $4.18M | 0.44% | +40,487+78.2% | Added |
| Shilanski & Associates, Inc. | 91,780 | $4.16M | 1.68% | +3,828+4.4% | Added |
| Global Retirement Partners, LLC | 91,660 | $4.15M | 0.20% | +4,846+5.6% | Added |
| Coston, McIsaac & Partners | 90,399 | $4.09M | 1.41% | +2,282+2.6% | Added |
| Hosking Partners LLP | 90,175 | $4.08M | 0.17% | +9,445+11.7% | Added |
| LVW Advisors, LLC | 90,143 | $4.08M | 0.82% | −8,711−8.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 87,935 | $4.07M | 0.31% | +27,174+44.7% | Added |
| Baugh & Associates, LLC | 89,733 | $4.06M | 2.45% | +978+1.1% | Added |
| Texas Yale Capital Corp. | 89,603 | $4.06M | 0.19% | −284−0.3% | Reduced |
| Vestcor Inc | 89,610 | $4.06M | 0.15% | +39,887+80.2% | Added |
| Jarislowsky, Fraser Ltd | 89,600 | $4.06M | 0.02% | −6,487−6.8% | Reduced |
| MAI Capital Management | 89,489 | $4.05M | 0.06% | +5,868+7.0% | Added |
| Annex Advisory Services, LLC | 89,096 | $4.04M | 0.22% | +727+0.8% | Added |
| SYSTM Wealth Solutions LLC | 88,892 | $4.03M | 0.55% | +59,538+202.8% | Added |
| Van Eck Associates Corp | 88,856 | $4.03M | 0.01% | −282,376−76.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 88,648 | $4.01M | 0.14% | +30,746+53.1% | Added |
| Brookstone Capital Management | 86,997 | $4.00M | 0.08% | −1,046−1.2% | Reduced |
| Weiss Asset Management LP | 88,300 | $4.00M | 0.51% | +24,800+39.1% | Added |
| Stephens Inc | 88,037 | $3.99M | 0.07% | +9,641+12.3% | Added |
| Foundations Investment Advisors, LLC | 87,762 | $3.98M | 0.13% | +71,918+453.9% | Added |
| Heritage Wealth Advisors | 87,108 | $3.95M | 0.21% | +22,728+35.3% | Added |
| Scotia Capital Inc. | 87,094 | $3.95M | 0.03% | −5,508−5.9% | Reduced |
| New Mexico Educational Retirement Board | 86,795 | $3.93M | 0.17% | +3,900+4.7% | Added |
| Beverly Hills Private Wealth, LLC | 88,202 | $3.88M | 0.64% | +42,916+94.8% | Added |