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 |
|---|---|---|---|---|---|
| Verus Financial Partners, Inc. | 55,350 | $2.52M | 0.32% | −5,208−8.6% | Reduced |
| Bogart Wealth, LLC | 55,532 | $2.52M | 0.16% | +52,808+1,938.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,198 | $2.50M | 0.03% | +6,075+12.4% | Added |
| Ci Investments Inc. | 55,000 | $2.49M | 0.01% | +827+1.5% | Added |
| Trust Co of Virginia | 54,706 | $2.48M | 0.26% | −204−0.4% | Reduced |
| KMG Fiduciary Partners, LLC | 54,015 | $2.45M | 0.32% | +10,541+24.2% | Added |
| Williams Jones Wealth Management, LLC. | 53,678 | $2.43M | 0.04% | −3,477−6.1% | Reduced |
| Metis Global Partners, LLC | 53,393 | $2.42M | 0.13% | −2,268−4.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 53,363 | $2.42M | 0.09% | +4,531+9.3% | Added |
| Parthenon LLC | 53,295 | $2.41M | 0.35% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 53,287 | $2.41M | 0.53% | −1,260−2.3% | Reduced |
| Clearstead Advisors, LLC | 53,148 | $2.41M | 0.15% | +1,311+2.5% | Added |
| Capital Investment Advisory Services, LLC | 52,701 | $2.39M | 0.24% | −240.0% | Reduced |
| TrimTabs Asset Management, LLC | 52,608 | $2.38M | 1.20% | +9,493+22.0% | Added |
| 3Chopt Investment Partners, LLC | 51,189 | $2.36M | 1.18% | +23,528+85.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 51,981 | $2.35M | 0.14% | +3,485+7.2% | Added |
| Financial Counselors Inc | 51,816 | $2.35M | 0.05% | −9,826−15.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,665 | $2.34M | 0.03% | +635+1.2% | Added |
| Alaska Permanent Fund Corp | 51,600 | $2.34M | 0.05% | +51,600 | New |
| Cohen Klingenstein LLC | 51,479 | $2.33M | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 51,330 | $2.33M | 0.05% | +129+0.3% | Added |
| Leelyn Smith, LLC | 51,242 | $2.32M | 0.56% | −1,812−3.4% | Reduced |
| Salem Investment Counselors Inc | 49,889 | $2.30M | 0.08% | −3,697−6.9% | Reduced |
| Hunter Associates Investment Management LLC | 50,301 | $2.28M | 0.45% | −4,761−8.6% | Reduced |
| Founders Financial Alliance, LLC | 50,332 | $2.28M | 0.90% | +1,228+2.5% | Added |
| Change Path, LLC | 50,323 | $2.28M | 0.11% | +5,638+12.6% | Added |
| Stratos Wealth Advisors, LLC | 50,256 | $2.28M | 0.16% | +1,562+3.2% | Added |
| Stonegate Investment Group, LLC | 50,120 | $2.27M | 0.08% | +45+0.1% | Added |
| HB Wealth Management, LLC | 50,030 | $2.27M | 0.04% | +377+0.8% | Added |
| Cyndeo Wealth Partners, LLC | 49,773 | $2.25M | 0.24% | −1,561−3.0% | Reduced |
| Financial Sense Advisors, Inc. | 49,634 | $2.25M | 1.03% | +2,460+5.2% | Added |
| Silvercrest Asset Management Group LLC | 49,540 | $2.24M | 0.02% | +2,535+5.4% | Added |
| Fisher Asset Management, LLC | 49,340 | $2.24M | 0.00% | +11,716+31.1% | Added |
| Aviance Capital Partners, LLC | 48,308 | $2.19M | 0.46% | +1,762+3.8% | Added |
| Federation des caisses Desjardins du Quebec | 48,126 | $2.18M | 0.02% | −590−1.2% | Reduced |
| Ossiam | 47,911 | $2.17M | 0.04% | +3,378+7.6% | Added |
| Doliver Advisors, LP | 47,844 | $2.17M | 0.66% | −382−0.8% | Reduced |
| Savant Capital, LLC | 47,827 | $2.17M | 0.03% | +10,368+27.7% | Added |
| Proequities, Inc. | 46,855 | $2.17M | 0.16% | +2,331+5.2% | Added |
| OmniStar Financial Group, Inc. | 47,800 | $2.17M | 2.55% | +6,347+15.3% | Added |
| Financial Partners Group, LLC | 47,756 | $2.16M | 1.09% | +2,317+5.1% | Added |
| Pitcairn Co | 47,315 | $2.14M | 0.18% | −4,304−8.3% | Reduced |
| CoreCap Advisors, LLC | 47,065 | $2.13M | 0.15% | +47,065 | New |
| Trust Co of Vermont | 46,967 | $2.13M | 0.14% | −1,589−3.3% | Reduced |
| Roundview Capital LLC | 46,864 | $2.12M | 0.21% | −8,334−15.1% | Reduced |
| Valeo Financial Advisors, LLC | 46,276 | $2.10M | 0.10% | −813−1.7% | Reduced |
| Manhattan West Asset Management, LLC | 46,249 | $2.10M | 0.78% | +10,226+28.4% | Added |
| Duality Advisers, LP | 46,167 | $2.09M | 0.26% | +24,104+109.3% | Added |
| Spreng Capital Management, Inc. | 46,159 | $2.09M | 1.64% | +2,900+6.7% | Added |
| Hartford Financial Management Inc. | 46,079 | $2.09M | 0.52% | −70−0.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 46,037 | $2.09M | 0.05% | −1,570−3.3% | Reduced |
| Ieq Capital, LLC | 45,985 | $2.08M | 0.04% | −12,291−21.1% | Reduced |
| Waters Parkerson & Co., LLC | 45,959 | $2.08M | 0.12% | −300−0.6% | Reduced |
| South State Corp. | 45,847 | $2.08M | 0.19% | −292−0.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 45,234 | $2.05M | 0.47% | −311−0.7% | Reduced |
| Efg Capital International Corp. | 45,234 | $2.05M | 0.47% | +45,234 | New |
| HM Payson & Co | 44,675 | $2.02M | 0.05% | +354+0.8% | Added |
| NBT Bank N A | 44,666 | $2.02M | 0.29% | −185−0.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 44,563 | $2.02M | 0.04% | +33,516+303.4% | Added |
| Bessemer Group Inc | 44,515 | $2.02M | 0.00% | +12,614+39.5% | Added |
| Prospera Financial Services Inc | 44,416 | $2.01M | 0.08% | −3,103−6.5% | Reduced |
| Green Square Capital Advisors LLC | 44,346 | $2.01M | 0.25% | +216+0.5% | Added |
| North Star Asset Management Inc | 44,267 | $2.01M | 0.11% | −100−0.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 43,915 | $1.99M | 0.54% | +6,450+17.2% | Added |
| Bleakley Financial Group, LLC | 43,797 | $1.98M | 0.06% | +3,336+8.2% | Added |
| Geneos Wealth Management Inc. | 43,439 | $1.97M | 0.10% | +9,731+28.9% | Added |
| Independence Bank of Kentucky | 43,412 | $1.97M | 0.80% | −544−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 43,217 | $1.96M | 0.42% | −363−0.8% | Reduced |
| Alley Investment Management Company, LLC | 43,028 | $1.95M | 0.31% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 42,894 | $1.94M | 0.83% | +906+2.2% | Added |
| Moody National Bank Trust Division | 42,823 | $1.94M | 0.13% | +586+1.4% | Added |
| Verus Capital Partners, LLC | 42,772 | $1.94M | 0.27% | +3,601+9.2% | Added |
| Private Trust Co NA | 42,680 | $1.93M | 0.24% | +3,830+9.9% | Added |
| Sound View Wealth Advisors Group, LLC | 42,439 | $1.92M | 0.25% | +995+2.4% | Added |
| Accurate Wealth Management, LLC | 42,235 | $1.92M | 0.60% | +7,377+21.2% | Added |
| Tyler-Stone Wealth Management | 42,303 | $1.92M | 1.08% | +42,303 | New |
| Ellenbecker Investment Group | 42,277 | $1.92M | 0.48% | +134+0.3% | Added |
| Westpac Banking Corp | 42,148 | $1.91M | 0.13% | +38+0.1% | Added |
| Perpetual Ltd | 42,148 | $1.91M | 0.02% | +38+0.1% | Added |
| Nations Financial Group Inc, | 41,755 | $1.89M | 0.19% | +863+2.1% | Added |
| Kinloch Capital, LLC | 41,388 | $1.87M | 1.12% | −1,507−3.5% | Reduced |
| Independent Financial Group, LLC | 41,334 | $1.87M | 0.13% | +1,802+4.6% | Added |
| Redwood Investment Management, LLC | 41,298 | $1.87M | 0.19% | −2,432−5.6% | Reduced |
| Fortune Financial Advisors, LLC | 41,271 | $1.87M | 1.40% | +41,271 | New |
| Koshinski Asset Management, Inc. | 41,262 | $1.87M | 0.20% | −7,262−15.0% | Reduced |
| Howard Capital Management Group, LLC | 41,184 | $1.87M | 0.17% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 40,940 | $1.85M | 0.80% | +3,124+8.3% | Added |
| Sunbelt Securities, Inc. | 40,785 | $1.85M | 0.27% | +457+1.1% | Added |
| Disciplined Equity Management, Inc. | 40,655 | $1.84M | 1.50% | −180−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 40,334 | $1.83M | 0.18% | +18,718+86.6% | Added |
| Perigon Wealth Management, LLC | 40,084 | $1.82M | 0.07% | +26,919+204.5% | Added |
| Horizon Kinetics Asset Management LLC | 40,032 | $1.81M | 0.04% | +250+0.6% | Added |
| Cullinan Associates Inc | 40,011 | $1.81M | 0.10% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 39,899 | $1.81M | 0.20% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 39,869 | $1.81M | 1.05% | +438+1.1% | Added |
| Vontobel Holding Ltd. | 39,835 | $1.80M | 0.02% | +2,545+6.8% | Added |
| Greenleaf Trust | 39,685 | $1.80M | 0.02% | −2,999−7.0% | Reduced |
| Wetherby Asset Management Inc | 39,579 | $1.79M | 0.10% | −1,768−4.3% | Reduced |
| Simmons Bank | 39,392 | $1.78M | 0.15% | +1,011+2.6% | Added |
| Harbour Investments, Inc. | 39,227 | $1.78M | 0.09% | +3,062+8.5% | Added |