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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 39,200 | $1.78M | 0.48% | +36,000+1,125.0% | Added |
| BBR Partners, LLC | 39,085 | $1.77M | 0.20% | −182−0.5% | Reduced |
| Lazari Capital Management, Inc. | 39,039 | $1.77M | 0.99% | +39,039 | New |
| Prime Capital Investment Advisors, LLC | 38,777 | $1.76M | 0.03% | +14,475+59.6% | Added |
| Welch Group, LLC | 38,766 | $1.76M | 0.10% | −455−1.2% | Reduced |
| NewEdge Wealth, LLC | 38,681 | $1.75M | 0.06% | +733+1.9% | Added |
| First Foundation Advisors | 38,574 | $1.75M | 0.08% | +2,895+8.1% | Added |
| Washington Trust Bank | 38,572 | $1.75M | 0.18% | +1,145+3.1% | Added |
| Wright Investors Service Inc | 38,525 | $1.75M | 0.49% | −1,969−4.9% | Reduced |
| EP Wealth Advisors, LLC | 30,286 | $1.74M | 0.03% | +23,603+353.2% | Added |
| Western Wealth Management, LLC | 38,152 | $1.73M | 0.15% | +428+1.1% | Added |
| World Equity Group, Inc. | 37,973 | $1.72M | 0.51% | +23,082+155.0% | Added |
| Richard Bernstein Advisors LLC | 37,528 | $1.70M | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 37,504 | $1.70M | 0.05% | −760−2.0% | Reduced |
| Twinbeech Capital LP | 37,474 | $1.70M | 0.03% | −660,205−94.6% | Reduced |
| Essex Financial Services, Inc. | 37,425 | $1.70M | 0.19% | +1,068+2.9% | Added |
| We Are One Seven, LLC | 37,302 | $1.69M | 0.15% | +1,939+5.5% | Added |
| Hilltop Holdings Inc. | 37,241 | $1.69M | 0.21% | −7,598−16.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 37,205 | $1.69M | 0.40% | +842+2.3% | Added |
| Resources Investment Advisors, LLC. | 37,075 | $1.68M | 0.04% | −204−0.5% | Reduced |
| Parallel Advisors, LLC | 37,026 | $1.68M | 0.05% | +4,799+14.9% | Added |
| Pensionfund Sabic | 37,000 | $1.68M | 0.56% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 36,986 | $1.68M | 0.86% | −600−1.6% | Reduced |
| Means Investment Co., Inc. | 36,919 | $1.67M | 0.26% | −857−2.3% | Reduced |
| X-Square Capital, LLC | 36,782 | $1.67M | 1.12% | −6,489−15.0% | Reduced |
| IHT Wealth Management, LLC | 36,530 | $1.65M | 0.09% | −566−1.5% | Reduced |
| Stolper Co | 36,517 | $1.65M | 0.70% | −170−0.5% | Reduced |
| Weinberger Asset Management, Inc | 36,151 | $1.64M | 0.90% | −332−0.9% | Reduced |
| Buckhead Capital Management LLC | 36,144 | $1.64M | 0.39% | −11,215−23.7% | Reduced |
| Cornerstone Wealth Management, LLC | 35,897 | $1.63M | 0.15% | −671−1.8% | Reduced |
| Northeast Financial Consultants Inc | 35,811 | $1.62M | 0.10% | −103−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 35,799 | $1.62M | 0.12% | +667+1.9% | Added |
| Elevated Capital Advisors, LLC | 35,280 | $1.60M | 0.53% | +482+1.4% | Added |
| RSM US Wealth Management LLC | 34,556 | $1.60M | 0.05% | −7,562−18.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 35,243 | $1.60M | 0.06% | +2,075+6.3% | Added |
| Balentine LLC | 35,195 | $1.59M | 0.05% | −4,456−11.2% | Reduced |
| First City Capital Management, Inc. | 35,129 | $1.59M | 0.94% | +164+0.5% | Added |
| Ziegler Capital Management, LLC | 34,904 | $1.58M | 0.06% | +2,186+6.7% | Added |
| FineMark National Bank & Trust | 34,838 | $1.58M | 0.06% | −174−0.5% | Reduced |
| International Assets Investment Management, LLC | 132,359 | $1.55M | 0.21% | +132,359 | New |
| Csenge Advisory Group | 34,228 | $1.55M | 0.10% | +311+0.9% | Added |
| Caldwell Trust Co | 34,220 | $1.55M | 0.20% | −868−2.5% | Reduced |
| Integrated Advisors Network LLC | 34,217 | $1.55M | 0.09% | +6,188+22.1% | Added |
| ExodusPoint Capital Management, LP | 34,226 | $1.55M | 0.02% | −398,254−92.1% | Reduced |
| Moors & Cabot, Inc. | 34,144 | $1.55M | 0.10% | −963−2.7% | Reduced |
| CMG Global Holdings, LLC | 34,128 | $1.55M | 1.26% | +5,662+19.9% | Added |
| Range Financial Group LLC | 34,126 | $1.55M | 0.98% | +1,580+4.9% | Added |
| Bollard Group LLC | 34,063 | $1.54M | 0.05% | +517+1.5% | Added |
| Poehling Capital Management, LLC | 34,002 | $1.54M | 0.52% | −1,917−5.3% | Reduced |
| First Heartland Consultants, Inc. | 33,773 | $1.53M | 0.20% | −18,406−35.3% | Reduced |
| HBW Advisory Services LLC | 33,703 | $1.53M | 0.33% | +3,822+12.8% | Added |
| Algert Global LLC | 33,683 | $1.53M | 0.07% | 00.0% | Unchanged |
| Fluent Financial, LLC | 33,572 | $1.52M | 0.99% | −66,857−66.6% | Reduced |
| Oak Hill Wealth Advisors, LLC | 33,456 | $1.52M | 0.56% | +2,262+7.3% | Added |
| Tokio Marine Asset Management Co Ltd | 33,428 | $1.51M | 0.10% | +776+2.4% | Added |
| Private Portfolio Partners LLC | 33,421 | $1.51M | 0.39% | +305+0.9% | Added |
| Traverso Chambers Private Wealth Management, LLC | 33,074 | $1.50M | 0.39% | −151−0.5% | Reduced |
| Empirical Finance, LLC | 33,037 | $1.50M | 0.12% | +13,064+65.4% | Added |
| Crawford Investment Counsel Inc | 32,756 | $1.48M | 0.03% | −1,111−3.3% | Reduced |
| Marino, Stram & Associates LLC | 32,719 | $1.48M | 0.42% | −163−0.5% | Reduced |
| Bellwether Advisors, LLC | 32,485 | $1.47M | 0.43% | +32,105+8,448.7% | Added |
| Linden Thomas Advisory Services, LLC | 32,441 | $1.47M | 0.33% | +938+3.0% | Added |
| Lynch & Associates | 32,386 | $1.47M | 0.38% | −339−1.0% | Reduced |
| Kavar Capital Partners Group, LLC | 32,352 | $1.47M | 0.31% | −4,095−11.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 32,148 | $1.46M | 0.11% | +4,538+16.4% | Added |
| King Luther Capital Management Corp | 32,058 | $1.45M | 0.01% | +2,591+8.8% | Added |
| Jefferies Financial Group Inc. | 31,990 | $1.45M | 0.03% | +8,873+38.4% | Added |
| Botty Investors LLC | 31,267 | $1.45M | 0.56% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 31,739 | $1.44M | 0.01% | −20,991−39.8% | Reduced |
| Exencial Wealth Advisors, LLC | 31,520 | $1.43M | 0.07% | +529+1.7% | Added |
| Lee Danner & Bass Inc | 31,466 | $1.43M | 0.12% | +77+0.2% | Added |
| Rothschild Investment Corp | 31,451 | $1.43M | 0.12% | +338+1.1% | Added |
| Pine Valley Investments Ltd Liability Co | 30,942 | $1.42M | 0.14% | −2,094−6.3% | Reduced |
| GM Advisory Group, Inc. | 31,337 | $1.42M | 0.12% | +411+1.3% | Added |
| Lavaca Capital LLC | 31,175 | $1.41M | 0.44% | −39,765−56.1% | Reduced |
| Steel Peak Wealth Management LLC | 30,518 | $1.41M | 0.08% | +78+0.3% | Added |
| R.m.sincerbeaux Capital Management LLC | 31,121 | $1.41M | 0.96% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 31,057 | $1.41M | 0.95% | +353+1.1% | Added |
| Moloney Securities Asset Management, LLC | 31,046 | $1.41M | 0.25% | +1,806+6.2% | Added |
| DuPont Capital Management Corp | 31,016 | $1.41M | 0.07% | −5,973−16.1% | Reduced |
| Brandywine Trust Co | 30,814 | $1.40M | 0.31% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,682 | $1.39M | 0.06% | −988−3.1% | Reduced |
| Fulton Bank, N.A. | 30,635 | $1.39M | 0.07% | −55−0.2% | Reduced |
| Delta Financial Group, Inc. | 30,565 | $1.39M | 1.62% | +83+0.3% | Added |
| Longfellow Investment Management Co LLC | 30,573 | $1.38M | 0.32% | +1,242+4.2% | Added |
| Boston Private Wealth LLC | 30,331 | $1.37M | 0.02% | −7,408−19.6% | Reduced |
| Mission Wealth Management, LP | 30,277 | $1.37M | 0.05% | +12,102+66.6% | Added |
| Signaturefd, LLC | 30,040 | $1.36M | 0.03% | +1,085+3.7% | Added |
| Mill Capital Management, LLC | 30,026 | $1.36M | 0.13% | −3,218−9.7% | Reduced |
| Quantamental Technologies LLC | 30,017 | $1.36M | 0.57% | +30,017 | New |
| Timelo Investment Management Inc. | 30,000 | $1.36M | 2.96% | +30,000 | New |
| Flagship Harbor Advisors, LLC | 29,974 | $1.36M | 0.11% | −192−0.6% | Reduced |
| Kowal Investment Group, LLC | 29,891 | $1.35M | 0.36% | +248+0.8% | Added |
| Wedbush Securities Inc | 29,880 | $1.35M | 0.06% | −349−1.2% | Reduced |
| SageView Advisory Group, LLC | 29,369 | $1.33M | 0.07% | +2,006+7.3% | Added |
| Meeder Advisory Services, Inc. | 29,331 | $1.33M | 0.14% | +101+0.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 29,227 | $1.32M | 0.95% | +565+2.0% | Added |
| Next Level Private LLC | 29,435 | $1.32M | 0.86% | +314+1.1% | Added |
| Modera Wealth Management, LLC | 29,156 | $1.32M | 0.02% | +15,365+111.4% | Added |
| Two Sigma Investments, LP | 29,100 | $1.32M | 0.00% | +29,100 | New |