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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 21,685 | $982.3K | 0.53% | −968−4.3% | Reduced |
| Charter Research & Investment Group, Inc. | 21,667 | $981.5K | 0.81% | 00.0% | Unchanged |
| ETF Store, Inc. | 21,602 | $980.5K | 0.69% | +1,773+8.9% | Added |
| Jacobi Capital Management LLC | 21,499 | $973.9K | 0.11% | +1,515+7.6% | Added |
| Grove Bank & Trust | 21,407 | $969.7K | 0.20% | −405−1.9% | Reduced |
| Kathmere Capital Management, LLC | 21,361 | $967.7K | 0.15% | +1,272+6.3% | Added |
| Infrastructure Capital Advisors, LLC | 21,360 | $967.6K | 0.18% | +11,508+116.8% | Added |
| M Holdings Securities, Inc. | 21,338 | $967.0K | 0.20% | −23,922−52.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,283 | $964.1K | 0.65% | +1,245+6.2% | Added |
| Mogy Joel R Investment Counsel Inc | 21,280 | $964.0K | 0.08% | −795−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 21,172 | $959.1K | 0.04% | −461−2.1% | Reduced |
| Daymark Wealth Partners, LLC | 21,143 | $957.8K | 0.07% | +4,928+30.4% | Added |
| Lee Financial Co | 21,076 | $957.2K | 0.17% | −3,920−15.7% | Reduced |
| Dodge & Cox | 21,000 | $951.3K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 20,980 | $950.4K | 0.10% | +881+4.4% | Added |
| American Century Companies Inc | 20,950 | $949.0K | 0.00% | −50.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,935 | $948.4K | 0.25% | −50−0.2% | Reduced |
| Wealthcare Advisory Partners LLC | 20,792 | $941.9K | 0.04% | −818−3.8% | Reduced |
| Rossmore Private Capital | 20,752 | $940.1K | 0.14% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 20,384 | $923.4K | 0.02% | −43,562−68.1% | Reduced |
| Godsey & Gibb Associates | 20,360 | $922.3K | 0.10% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 20,359 | $922.3K | 0.27% | 00.0% | Unchanged |
| Philadelphia Trust Co | 20,337 | $921.0K | 0.09% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 20,201 | $915.1K | 0.19% | +2,558+14.5% | Added |
| Bramshill Investments, LLC | 20,168 | $913.6K | 0.08% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 20,152 | $912.9K | 0.71% | +810+4.2% | Added |
| First Nebraska Trust Co | 20,130 | $911.9K | 0.11% | +625+3.2% | Added |
| Checchi Capital Advisers, LLC | 20,107 | $910.8K | 0.08% | −799−3.8% | Reduced |
| Focus Financial Network, Inc. | 19,468 | $903.8K | 0.05% | −2,251−10.4% | Reduced |
| Beaton Management Co. Inc. | 19,865 | $900.0K | 0.57% | +30+0.2% | Added |
| Keating Investment Counselors Inc | 19,860 | $899.7K | 0.33% | −127,613−86.5% | Reduced |
| StoneX Group Inc. | 19,588 | $899.0K | 0.09% | +6,441+49.0% | Added |
| Duff & Phelps Investment Management Co | 19,804 | $897.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 19,386 | $896.4K | 0.02% | +5,505+39.7% | Added |
| Bartlett & Co. LLC | 19,386 | $896.0K | 0.02% | +5,505+39.7% | Added |
| Coastwise Capital Group, LLC | 19,745 | $894.4K | 1.01% | +397+2.1% | Added |
| Bath Savings Trust Co | 19,736 | $894.0K | 0.10% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 19,733 | $893.9K | 0.86% | −334−1.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 19,701 | $892.4K | 0.52% | +782+4.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 19,619 | $888.7K | 0.03% | −524−2.6% | Reduced |
| Spears Abacus Advisors LLC | 19,560 | $886.1K | 0.07% | −36,570−65.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 19,515 | $884.0K | 0.44% | +339+1.8% | Added |
| Ameritas Advisory Services, LLC | 19,216 | $883.6K | 0.11% | −20,373−51.5% | Reduced |
| TownSquare Capital, LLC | 19,447 | $881.0K | 0.02% | +2,726+16.3% | Added |
| Taurus Asset Management, LLC | 19,285 | $873.6K | 0.10% | 00.0% | Unchanged |
| Hoylecohen, LLC | 19,237 | $871.4K | 0.08% | −436−2.2% | Reduced |
| Cambridge Trust Co | 19,188 | $869.2K | 0.04% | +1,100+6.1% | Added |
| Franklin Street Advisors Inc | 19,089 | $865.0K | 0.07% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 19,049 | $862.9K | 0.03% | −612−3.1% | Reduced |
| GoalVest Advisory LLC | 19,031 | $862.1K | 0.44% | −5,719−23.1% | Reduced |
| Legacy Capital Group California, Inc. | 19,025 | $861.8K | 0.35% | +537+2.9% | Added |
| Clarius Group, LLC | 18,908 | $856.5K | 0.07% | +301+1.6% | Added |
| Zhang Financial LLC | 18,873 | $854.9K | 0.09% | −360−1.9% | Reduced |
| Capital Advisors Inc | 18,856 | $854.2K | 0.02% | −1,763−8.6% | Reduced |
| Bailard, Inc. | 18,809 | $852.0K | 0.03% | +2,220+13.4% | Added |
| Mitchell Sinkler & Starr | 18,802 | $851.7K | 0.24% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 18,638 | $849.5K | 0.33% | +1,969+11.8% | Added |
| Diversified Trust Co | 18,702 | $847.2K | 0.03% | −5,828−23.8% | Reduced |
| Tradition Wealth Management, LLC | 18,705 | $847.0K | 0.10% | +525+2.9% | Added |
| Klingenstein Fields & Co LP | 18,602 | $842.7K | 0.04% | −600−3.1% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 18,413 | $841.3K | 0.65% | +18,413 | New |
| Taylor Hoffman Wealth Management | 18,538 | $839.8K | 0.42% | −750−3.9% | Reduced |
| Chicago Trust Co NA | 18,511 | $838.5K | 0.20% | +301+1.7% | Added |
| Woodward Diversified Capital, LLC | 18,503 | $838.2K | 0.63% | −451−2.4% | Reduced |
| Fiduciary Trust Co | 18,462 | $836.3K | 0.01% | −793−4.1% | Reduced |
| Kanawha Capital Management LLC | 18,415 | $834.2K | 0.08% | +21+0.1% | Added |
| Mork Capital Management, LLC | 18,410 | $834.0K | 0.64% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 18,053 | $829.0K | 0.04% | −298−1.6% | Reduced |
| Exeter Financial, LLC | 18,071 | $824.8K | 0.43% | +855+5.0% | Added |
| Griffin Asset Management, Inc. | 18,086 | $819.3K | 0.11% | −16,184−47.2% | Reduced |
| WealthCare Investment Partners, LLC | 17,818 | $819.3K | 0.50% | +1,920+12.1% | Added |
| North Star Investment Management Corp. | 18,074 | $818.8K | 0.07% | +18+0.1% | Added |
| Titleist Asset Management, LLC | 17,918 | $811.7K | 0.16% | −2,097−10.5% | Reduced |
| Executive Wealth Group LLC | 17,903 | $811.0K | 0.55% | +422+2.4% | Added |
| Warren Averett Asset Management, LLC | 17,902 | $811.0K | 0.04% | +203+1.1% | Added |
| Lindbrook Capital, LLC | 17,890 | $810.4K | 0.09% | −50.0% | Reduced |
| KLCM Advisors, Inc. | 17,858 | $809.0K | 0.16% | +23+0.1% | Added |
| Moser Wealth Advisors, LLC | 17,858 | $809.0K | 0.54% | +17,858 | New |
| Joel Isaacson & Co., LLC | 17,829 | $807.7K | 0.05% | −306−1.7% | Reduced |
| Nwam LLC | 17,810 | $806.8K | 0.07% | +899+5.3% | Added |
| Inceptionr LLC | 17,694 | $801.5K | 0.43% | −14,551−45.1% | Reduced |
| Finer Wealth Management, Inc. | 17,668 | $800.4K | 0.63% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 17,610 | $797.7K | 0.20% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 17,327 | $796.7K | 0.14% | −1,127−6.1% | Reduced |
| Insigneo Advisory Services, LLC | 17,160 | $793.4K | 0.15% | +17,160 | New |
| Cozad Asset Management Inc | 17,485 | $792.1K | 0.10% | +469+2.8% | Added |
| Imprint Wealth LLC | 17,120 | $791.1K | 0.50% | +1,141+7.1% | Added |
| Eudaimonia Partners, LLC | 17,423 | $789.3K | 0.18% | +205+1.2% | Added |
| LMCG Investments, LLC | 17,413 | $788.8K | 0.05% | −1,948−10.1% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 17,389 | $787.7K | 0.91% | −5,540−24.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 17,326 | $784.9K | 0.37% | −518−2.9% | Reduced |
| Patron Partners Advisors, LLC | 17,289 | $783.2K | 0.55% | 00.0% | Unchanged |
| David Loasby | 16,981 | $782.6K | 0.09% | +4,343+34.4% | Added |
| HCR Wealth Advisors | 17,267 | $782.2K | 0.14% | −401−2.3% | Reduced |
| CWS Financial Advisors, LLC | 17,244 | $781.1K | 0.30% | +211+1.2% | Added |
| Plimoth Trust Co LLC | 17,160 | $777.3K | 0.23% | −375−2.1% | Reduced |
| Camden Capital, LLC | 17,090 | $774.2K | 0.09% | +17,090 | New |
| Bank of Hawaii | 17,086 | $774.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17,081 | $773.8K | 0.38% | +1,450+9.3% | Added |
| MTM Investment Management, LLC | 17,065 | $773.0K | 0.38% | +70.0% | Added |