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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 85,529 | $3.87M | 0.13% | +10,993+14.7% | Added |
| Stokes Family Office, LLC | 85,136 | $3.86M | 0.45% | +4,202+5.2% | Added |
| Ascent Group, LLC | 86,509 | $3.83M | 0.42% | −6,850−7.3% | Reduced |
| Banque Cantonale Vaudoise | 83,821 | $3.80M | 0.18% | −35,517−29.8% | Reduced |
| Bluefin Capital Management, LLC | 83,700 | $3.79M | 0.86% | – | – |
| M&G Investment Management Ltd | 83,980 | $3.78M | 0.02% | −25,973−23.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 83,178 | $3.77M | 0.14% | +372+0.4% | Added |
| Twin Tree Management, LP | 83,162 | $3.77M | 0.08% | +32,045+62.7% | Added |
| Greystone Financial Group, LLC | 82,442 | $3.73M | 0.87% | −83,084−50.2% | Reduced |
| Argent Trust Co | 81,919 | $3.71M | 0.20% | +5,133+6.7% | Added |
| CFM Wealth Partners LLC | 80,911 | $3.67M | 0.89% | −129−0.2% | Reduced |
| Formidable Asset Management, LLC | 80,825 | $3.66M | 0.80% | +2,727+3.5% | Added |
| Altrius Capital Management Inc | 80,792 | $3.66M | 1.08% | +10,554+15.0% | Added |
| Apollon Wealth Management, LLC | 80,382 | $3.64M | 0.18% | +4,359+5.7% | Added |
| JustInvest LLC | 79,593 | $3.61M | 0.11% | −6,352−7.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 79,497 | $3.60M | 0.35% | +1,696+2.2% | Added |
| Mechanics Bank Trust Department | 79,141 | $3.59M | 0.57% | −1,796−2.2% | Reduced |
| Cypress Capital Group | 78,844 | $3.57M | 0.52% | −4,410−5.3% | Reduced |
| Good Life Advisors, LLC | 78,231 | $3.54M | 0.40% | +7,662+10.9% | Added |
| Walleye Trading LLC | 78,037 | $3.54M | 0.18% | −82,251−51.3% | Reduced |
| Metropolitan Life Insurance Co | 77,790 | $3.52M | 0.17% | −2,073−2.6% | Reduced |
| Tectonic Advisors LLC | 77,186 | $3.50M | 0.43% | +9,498+14.0% | Added |
| Coho Partners, Ltd. | 75,959 | $3.44M | 0.06% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 75,724 | $3.43M | 2.36% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 75,489 | $3.42M | 0.54% | −277−0.4% | Reduced |
| Heritage Trust Co | 74,762 | $3.39M | 0.50% | +981+1.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 72,883 | $3.37M | 0.22% | −4,979−6.4% | Reduced |
| Heritage Investors Management Corp | 74,306 | $3.37M | 0.13% | −615−0.8% | Reduced |
| Cornerstone Wealth Group, LLC | 74,141 | $3.36M | 0.61% | +451+0.6% | Added |
| Buckingham Strategic Wealth, LLC | 73,992 | $3.35M | 0.05% | +43,514+142.8% | Added |
| Epoch Investment Partners, Inc. | 73,916 | $3.35M | 0.02% | −1,172−1.6% | Reduced |
| First National Trust Co | 73,902 | $3.35M | 0.16% | −3,698−4.8% | Reduced |
| Hollencrest Capital Management | 73,433 | $3.33M | 0.35% | +245+0.3% | Added |
| Glenview Trust Co | 73,388 | $3.32M | 0.09% | +2,852+4.0% | Added |
| Citizens National Bank Trust Department | 73,247 | $3.32M | 0.88% | +255+0.3% | Added |
| NEIRG Wealth Management, LLC | 72,806 | $3.30M | 0.61% | −9,102−11.1% | Reduced |
| Meyer Handelman Co | 72,682 | $3.29M | 0.13% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 72,665 | $3.29M | 0.02% | −17,951−19.8% | Reduced |
| Avantax Planning Partners, Inc. | 72,634 | $3.29M | 0.13% | +852+1.2% | Added |
| Freestone Capital Holdings, LLC | 71,481 | $3.24M | 0.13% | −1,028−1.4% | Reduced |
| Dynamic Advisor Solutions LLC | 71,357 | $3.23M | 0.17% | −1,427−2.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 71,280 | $3.23M | 0.07% | −809−1.1% | Reduced |
| iA Global Asset Management Inc. | 71,244 | $3.23M | 0.09% | +71,244 | New |
| Sepio Capital, LP | 71,156 | $3.22M | 0.26% | −2,592−3.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 70,295 | $3.18M | 0.96% | −201−0.3% | Reduced |
| Slagle Financial, LLC | 70,090 | $3.18M | 1.98% | +70,090 | New |
| Pathstone Family Office, LLC | 68,528 | $3.16M | 0.05% | +22,996+50.5% | Added |
| Pekin Hardy Strauss, Inc. | 68,894 | $3.12M | 0.49% | +330.0% | Added |
| Aviva PLC | 68,599 | $3.11M | 0.01% | −684−1.0% | Reduced |
| Contrarius Investment Management Ltd | 68,363 | $3.10M | 0.17% | +3,288+5.1% | Added |
| Veritable, L.P. | 68,169 | $3.09M | 0.05% | −3,267−4.6% | Reduced |
| Arnhold LLC | 67,695 | $3.07M | 0.35% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 67,607 | $3.06M | 0.03% | −58,938−46.6% | Reduced |
| TD Waterhouse Canada Inc. | 63,343 | $3.06M | 0.03% | −933−1.5% | Reduced |
| Johnson Investment Counsel Inc | 67,400 | $3.05M | 0.04% | −2,189−3.1% | Reduced |
| SG Americas Securities, LLC | 67,057 | $3.04M | 0.03% | +34,352+105.0% | Added |
| Park Avenue Securities LLC | 66,938 | $3.03M | 0.05% | +7,231+12.1% | Added |
| Level Four Advisory Services, LLC | 66,569 | $3.02M | 0.18% | −115−0.2% | Reduced |
| Group One Trading, L.P. | 66,290 | $3.00M | 0.13% | −2,508−3.6% | Reduced |
| Fernwood Investment Management, LLC | 65,602 | $2.97M | 1.05% | −1,479−2.2% | Reduced |
| DFPG Investments, LLC | 65,306 | $2.96M | 0.27% | −912−1.4% | Reduced |
| Sawtooth Solutions, LLC | 64,964 | $2.94M | 0.08% | −10,875−14.3% | Reduced |
| Park Circle Co | 64,750 | $2.93M | 2.76% | 00.0% | Unchanged |
| Ostrum Asset Management | 64,720 | $2.93M | 0.25% | +56+0.1% | Added |
| Federated Hermes, Inc. | 64,254 | $2.91M | 0.01% | +4,592+7.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 64,078 | $2.90M | 0.22% | +544+0.9% | Added |
| Citadel Advisors LLC | 63,949 | $2.90M | 0.00% | −2,090,053−97.0% | Reduced |
| Advisor Partners II, LLC | 63,773 | $2.89M | 0.14% | −2,337−3.5% | Reduced |
| Cornercap Investment Counsel Inc | 63,727 | $2.89M | 0.50% | −2,062−3.1% | Reduced |
| Associated Banc-Corp | 63,445 | $2.87M | 0.11% | −130.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 63,900 | $2.87M | 0.36% | 00.0% | Unchanged |
| Bronte Capital Management Pty Ltd. | 62,674 | $2.84M | 0.27% | +508+0.8% | Added |
| Bryn Mawr Trust Co | 62,383 | $2.83M | 0.12% | −2,250−3.5% | Reduced |
| Capital Square, LLC | 62,369 | $2.83M | 2.61% | +1,224+2.0% | Added |
| CSS LLC | 61,933 | $2.81M | 0.22% | +2,733+4.6% | Added |
| Haverford Trust Co | 61,869 | $2.80M | 0.03% | −1,065−1.7% | Reduced |
| Clark Estates Inc | 61,800 | $2.80M | 0.47% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 61,488 | $2.79M | 0.32% | +7,655+14.2% | Added |
| Integrated Wealth Concepts LLC | 61,283 | $2.78M | 0.05% | +2,904+5.0% | Added |
| Hancock Whitney Corp | 60,510 | $2.74M | 0.11% | +2,715+4.7% | Added |
| Convergence Investment Partners, LLC | 60,042 | $2.72M | 1.56% | +24,885+70.8% | Added |
| Marcum Wealth, LLC | 59,827 | $2.71M | 0.32% | +1,449+2.5% | Added |
| Capstone Investment Advisors, LLC | 59,608 | $2.70M | 0.08% | +54,215+1,005.3% | Added |
| Tiaa, FSB | 59,142 | $2.68M | 0.01% | −1,299−2.1% | Reduced |
| Investmark Advisory Group LLC | 59,122 | $2.68M | 1.79% | +1,144+2.0% | Added |
| Hohimer Wealth Management, LLC | 58,968 | $2.67M | 0.74% | +1,177+2.0% | Added |
| Fred Alger Management, LLC | 58,854 | $2.67M | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 58,757 | $2.66M | 0.09% | −11,100−15.9% | Reduced |
| Kovack Advisors, Inc. | 58,500 | $2.65M | 0.34% | −3,350−5.4% | Reduced |
| Dana Investment Advisors, Inc. | 58,359 | $2.64M | 0.13% | +2,447+4.4% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 57,890 | $2.62M | 2.24% | −1,996−3.3% | Reduced |
| Teza Capital Management LLC | 57,498 | $2.60M | 0.42% | +17,781+44.8% | Added |
| SeaCrest Wealth Management, LLC | 57,418 | $2.60M | 0.33% | +739+1.3% | Added |
| ProVise Management Group, LLC | 57,402 | $2.60M | 0.24% | +2,773+5.1% | Added |
| Ancora Advisors, LLC | 57,024 | $2.58M | 0.07% | −2,463−4.1% | Reduced |
| Wintrust Investments LLC | 56,841 | $2.58M | 0.26% | −9,448−14.3% | Reduced |
| Pinnacle Associates Ltd | 56,593 | $2.56M | 0.04% | +6,096+12.1% | Added |
| Allworth Financial LP | 56,251 | $2.55M | 0.02% | −1,242−2.2% | Reduced |
| ORG Partners LLC | 55,599 | $2.54M | 0.41% | +13,210+31.2% | Added |
| Edgar Lomax Co | 55,640 | $2.52M | 0.17% | 00.0% | Unchanged |