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
- 1,884
- +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 | 2,575 | $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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 28,924 | $1.31M | 0.05% | +4,616+19.0% | Added |
| Mount Yale Investment Advisors, LLC | 28,885 | $1.31M | 0.14% | +28,885 | New |
| Spire Wealth Management | 28,838 | $1.31M | 0.05% | −260−0.9% | Reduced |
| Trustmark National Bank Trust Department | 28,815 | $1.31M | 0.12% | −49,649−63.3% | Reduced |
| Valicenti Advisory Services Inc | 28,666 | $1.30M | 0.41% | −100.0% | Reduced |
| Berkshire Asset Management LLC | 28,580 | $1.29M | 0.08% | −3,070−9.7% | Reduced |
| WP Advisors, LLC | 28,569 | $1.29M | 0.52% | −1,002−3.4% | Reduced |
| Paradigm Financial Partners, LLC | 28,393 | $1.29M | 0.35% | +98+0.3% | Added |
| First Hawaiian Bank | 28,257 | $1.28M | 0.04% | −1,807−6.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 28,240 | $1.28M | 0.05% | −801−2.8% | Reduced |
| AdvisorNet Financial, Inc | 28,222 | $1.28M | 0.11% | +2,069+7.9% | Added |
| Octavia Wealth Advisors, LLC | 27,619 | $1.28M | 0.26% | −52−0.2% | Reduced |
| Leavell Investment Management, Inc. | 27,446 | $1.27M | 0.09% | +30+0.1% | Added |
| Applied Capital LLC | 27,955 | $1.27M | 1.20% | +87+0.3% | Added |
| Delta Capital Management LLC | 27,930 | $1.26M | 0.87% | −155−0.6% | Reduced |
| FDx Advisors, Inc. | 27,780 | $1.26M | 0.07% | −36,777−57.0% | Reduced |
| Wesbanco Bank Inc | 27,656 | $1.25M | 0.05% | −635−2.2% | Reduced |
| Keudell/Morrison Wealth Management | 27,576 | $1.25M | 0.36% | −395−1.4% | Reduced |
| Telemus Capital, LLC | 27,144 | $1.23M | 0.10% | −462−1.7% | Reduced |
| Burns J W & Co Inc | 27,007 | $1.22M | 0.20% | +290+1.1% | Added |
| FinTrust Capital Advisors, LLC | 26,693 | $1.22M | 0.29% | 00.0% | Unchanged |
| Narwhal Capital Management | 26,828 | $1.22M | 0.14% | +100.0% | Added |
| Ausdal Financial Partners, Inc. | 26,760 | $1.21M | 0.17% | +626+2.4% | Added |
| Arete Wealth Advisors, LLC | 26,738 | $1.21M | 0.11% | +5,924+28.5% | Added |
| Greenfield Savings Bank | 26,715 | $1.21M | 0.82% | +140+0.5% | Added |
| Harbor Capital Advisors, Inc. | 26,645 | $1.21M | 0.24% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 26,351 | $1.19M | 0.46% | −783−2.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 26,257 | $1.19M | 0.13% | −5,238−16.6% | Reduced |
| Park National Corp | 26,256 | $1.19M | 0.05% | −111−0.4% | Reduced |
| Paloma Partners Management Co | 26,248 | $1.19M | 0.27% | +26,248 | New |
| Transcend Wealth Collective, LLC | 26,235 | $1.19M | 0.11% | +124+0.5% | Added |
| Wedgewood Investors Inc | 26,162 | $1.19M | 1.52% | −875−3.2% | Reduced |
| Smith, Moore & Co. | 26,087 | $1.18M | 0.15% | −721−2.7% | Reduced |
| Focused Wealth Management, Inc | 26,009 | $1.18M | 0.21% | +1,124+4.5% | Added |
| Chelsea Counsel Co | 25,400 | $1.17M | 0.58% | −5,000−16.4% | Reduced |
| Belpointe Asset Management LLC | 25,902 | $1.17M | 0.12% | −51,611−66.6% | Reduced |
| Close Asset Management Ltd | 25,852 | $1.17M | 0.05% | −37−0.1% | Reduced |
| HBK Sorce Advisory LLC | 25,765 | $1.17M | 0.05% | +819+3.3% | Added |
| Sumitomo Life Insurance Co | 25,615 | $1.16M | 0.05% | −2,366−8.5% | Reduced |
| Arlington Partners LLC | 25,567 | $1.16M | 0.18% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 25,357 | $1.15M | 0.84% | +1,156+4.8% | Added |
| Certified Advisory Corp | 25,230 | $1.14M | 0.21% | −478−1.9% | Reduced |
| Logan Capital Management Inc | 25,228 | $1.14M | 0.05% | 00.0% | Unchanged |
| Ceera Investments, LLC | 25,189 | $1.14M | 0.66% | +25,189 | New |
| LS Investment Advisors, LLC | 25,157 | $1.14M | 0.20% | +24+0.1% | Added |
| Sequoia Financial Advisors, LLC | 25,103 | $1.14M | 0.02% | +1,082+4.5% | Added |
| Traynor Capital Management, Inc. | 25,049 | $1.13M | 0.15% | −284−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 24,960 | $1.13M | 0.07% | +6,717+36.8% | Added |
| Berkeley Capital Partners, LLC | 24,870 | $1.13M | 0.40% | +3,335+15.5% | Added |
| Lakeview Capital Partners, LLC | 24,857 | $1.13M | 0.21% | +12,008+93.5% | Added |
| Cascade Investment Group, Inc. | 24,800 | $1.12M | 1.03% | −294−1.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 24,762 | $1.12M | 0.21% | +1,509+6.5% | Added |
| Capital CS Group, LLC | 24,723 | $1.12M | 1.15% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 24,722 | $1.12M | 0.25% | −3,457−12.3% | Reduced |
| Wealthspire Advisors, LLC | 24,689 | $1.12M | 0.02% | −914−3.6% | Reduced |
| WealthPLAN Partners, LLC | 24,647 | $1.12M | 0.16% | −1,375−5.3% | Reduced |
| Bradley Foster & Sargent Inc | 24,628 | $1.12M | 0.02% | −912−3.6% | Reduced |
| Loudon Investment Management, LLC | 24,439 | $1.11M | 0.73% | −12,805−34.4% | Reduced |
| Sonora Investment Management Group, LLC | 24,388 | $1.10M | 0.09% | −1,845−7.0% | Reduced |
| XML Financial, LLC | 24,321 | $1.10M | 0.13% | +279+1.2% | Added |
| Rehmann Capital Advisory Group | 24,307 | $1.10M | 0.10% | −629−2.5% | Reduced |
| Sandy Spring Bank | 24,295 | $1.10M | 0.06% | +37+0.2% | Added |
| Quantinno Capital Management LP | 24,234 | $1.10M | 0.06% | −525−2.1% | Reduced |
| Shoker Investment Counsel, Inc. | 24,193 | $1.10M | 0.46% | +968+4.2% | Added |
| Wealth Alliance Advisory Group, LLC | 24,078 | $1.09M | 0.39% | +25+0.1% | Added |
| PFG Advisors | 24,077 | $1.09M | 0.08% | −1,967−7.6% | Reduced |
| Welch & Forbes LLC | 24,006 | $1.09M | 0.02% | −2,400−9.1% | Reduced |
| Colony Group LLC | 23,938 | $1.08M | 0.02% | −106−0.4% | Reduced |
| Institutional & Family Asset Management, LLC | 23,914 | $1.08M | 0.18% | +48+0.2% | Added |
| Shell Asset Management Co | 23,792 | $1.08M | 0.04% | −3,753−13.6% | Reduced |
| HF Advisory Group, LLC | 23,785 | $1.08M | 0.85% | +2,954+14.2% | Added |
| Profund Advisors LLC | 23,743 | $1.08M | 0.06% | +57+0.2% | Added |
| Invst, LLC | 23,656 | $1.07M | 0.15% | −1,199−4.8% | Reduced |
| Sentry Investment Management LLC | 23,535 | $1.07M | 0.40% | +10,360+78.6% | Added |
| K.J. Harrison & Partners Inc | 23,573 | $1.06M | 0.19% | −2,000−7.8% | Reduced |
| CoreFirst Bank & Trust | 23,245 | $1.05M | 0.74% | −878−3.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 23,244 | $1.05M | 0.19% | +1,586+7.3% | Added |
| ICW Investment Advisors LLC | 23,244 | $1.05M | 0.57% | −410−1.7% | Reduced |
| Morningstar Investment Management LLC | 23,196 | $1.05M | 0.14% | +23,196 | New |
| Alpha Cubed Investments, LLC | 23,193 | $1.05M | 0.07% | −60.0% | Reduced |
| Evergreen Capital Management LLC | 22,677 | $1.05M | 0.04% | +5,053+28.7% | Added |
| Gray Wealth Management Inc. | 22,972 | $1.04M | 0.52% | +2,245+10.8% | Added |
| Radnor Capital Management, LLC | 22,903 | $1.04M | 0.44% | +4,100+21.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 22,875 | $1.04M | 0.05% | +91+0.4% | Added |
| Aaron Wealth Advisors | 22,833 | $1.03M | 0.13% | −644−2.7% | Reduced |
| Knoll Capital Management, LLC | 22,700 | $1.03M | 1.26% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 22,620 | $1.02M | 0.04% | −30,110−57.1% | Reduced |
| Intrust Bank NA | 22,509 | $1.02M | 0.12% | −1,769−7.3% | Reduced |
| Moneta Group Investment Advisors LLC | 22,498 | $1.02M | 0.02% | +1,706+8.2% | Added |
| Verition Fund Management LLC | 22,495 | $1.02M | 0.02% | +1,223+5.7% | Added |
| One Capital Management, LLC | 22,490 | $1.02M | 0.05% | −2,231−9.0% | Reduced |
| Silverlake Wealth Management LLC | 22,404 | $1.01M | 0.56% | +2,226+11.0% | Added |
| Comerica Securities,inc. | 21,921 | $1.01M | 0.07% | +75+0.3% | Added |
| CAPROCK Group, Inc. | 21,873 | $1.01M | 0.07% | −654−2.9% | Reduced |
| BancorpSouth Bank | 22,094 | $1.00M | 0.09% | +1,960+9.7% | Added |
| FRG Family Wealth Advisors LLC | 22,077 | $1.00M | 0.22% | +210+1.0% | Added |
| Excalibur Management Corp | 22,066 | $999.6K | 0.51% | 00.0% | Unchanged |
| Dover Advisors, LLC | 21,422 | $990.6K | 0.88% | −283−1.3% | Reduced |
| Forte Capital LLC | 21,784 | $986.8K | 0.14% | −916−4.0% | Reduced |
| Cigna Investments Inc | 21,770 | $986.0K | 0.18% | −80−0.4% | Reduced |