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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, Q3 2023

Institutional positions in Altria Group, Inc. as of Sep 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
1,843
−17 vs. Q2 2023
Shares held
1.04B
−10.7M (−1.0%) vs. Q2 2023
Total value
$43.6B
−$3.77B (−7.9%) vs. Q2 2023
New holders
105
732 more added
Sold out
122
719 more reduced

25 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,843 institutions
Q1 2021: 1,776 institutionsQ2 2021: 1,753 institutionsQ3 2021: 1,711 institutionsQ4 2021: 1,852 institutionsQ1 2022: 1,920 institutionsQ2 2022: 1,814 institutionsQ3 2022: 1,767 institutionsQ4 2022: 1,901 institutionsQ1 2023: 1,877 institutionsQ2 2023: 1,885 institutionsQ3 2023: 1,843 institutionsQ4 2023: 1,891 institutionsQ1 2024: 1,903 institutionsQ2 2024: 1,919 institutionsQ3 2024: 1,997 institutionsQ4 2024: 2,173 institutionsQ1 2025: 2,251 institutionsQ2 2025: 2,267 institutionsQ3 2025: 2,357 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,502 institutionsQ2 2026: 2,575 institutions
Value heldQ3 2023: $43.6B
Q1 2021: $57.2BQ2 2021: $52.4BQ3 2021: $49.6BQ4 2021: $50.8BQ1 2022: $56.2BQ2 2022: $44.8BQ3 2022: $42.6BQ4 2022: $48.2BQ1 2023: $46.8BQ2 2023: $47.5BQ3 2023: $43.6BQ4 2023: $40.9BQ1 2024: $45.9BQ2 2024: $46.1BQ3 2024: $51.9BQ4 2024: $53.6BQ1 2025: $63.3BQ2 2025: $60.5BQ3 2025: $68.2BQ4 2025: $60.4BQ1 2026: $68.7BQ2 2026: $77.1B
Institutions holding MO and their total value by quarter
QuarterHoldersValue
Q2 20262,575$77.1B
Q1 20262,502$68.7B
Q4 20252,395$60.4B
Q3 20252,357$68.2B
Q2 20252,267$60.5B
Q1 20252,251$63.3B
Q4 20242,173$53.6B
Q3 20241,997$51.9B
Q2 20241,919$46.1B
Q1 20241,903$45.9B
Q4 20231,891$40.9B
Q3 20231,843$43.6B
Q2 20231,885$47.5B
Q1 20231,877$46.8B
Q4 20221,901$48.2B
Q3 20221,767$42.6B
Q2 20221,814$44.8B
Q1 20221,920$56.2B
Q4 20211,852$50.8B
Q3 20211,711$49.6B
Q2 20211,753$52.4B
Q1 20211,776$57.2B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q2 2023.

Institutions holding MO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
HWG Holdings LP0$110.00%−27−100.0%Reduced
West Financial Advisors, LLC3$1270.00%00.0%Unchanged
Spartan Planning & Wealth Management5$2100.00%+5New
Authentikos Wealth Advisory, LLC5$2100.00%+5New
Tfo-TDC, LLC7$3170.00%00.0%Unchanged
New Millennium Group LLC16$6730.00%−20−55.6%Reduced
Cedar Mountain Advisors, LLC21$8690.00%−280−93.0%Reduced
ClariVest Asset Management LLC20$1.00K0.00%+20New
Briaud Financial Planning, Inc46$1.00K0.00%+46New
Delos Wealth Advisors, LLC25$1.11K0.00%00.0%Unchanged
WestEnd Advisors, LLC27$1.14K0.00%+27New
Macroview Investment Management LLC39$1.64K0.00%+39New
Team Financial Group, LLC41$1.76K0.00%+41New
SJS Investment Consulting Inc.46$1.94K0.00%+13+39.4%Added
GeoWealth Management, LLC56$2.00K0.00%+5+9.8%Added
HBC Financial Services, PLLC60$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC53$2.23K0.00%+53New
Red Tortoise LLC58$2.44K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC74$3.00K0.00%−64−46.4%Reduced
Kayne Anderson Rudnick Investment Management LLC74$3.12K0.00%00.0%Unchanged
NewSquare Capital LLC75$3.15K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC79$3.32K0.00%00.0%Unchanged
Rise Advisors, LLC91$3.81K0.00%+2+2.2%Added
Northwest Investment Counselors, LLC100$4.21K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$4.21K0.00%00.0%Unchanged
Country Trust Bank100$4.21K0.00%+54+117.4%Added
Core Wealth Advisors, Inc.111$4.67K0.00%00.0%Unchanged
McIlrath & Eck, LLC116$4.88K0.00%−287−71.2%Reduced
Robinswood Financial LLC116$4.91K0.00%+2+1.8%Added
Blume Capital Management, Inc.150$6.31K0.00%−102−40.5%Reduced
Emfo, LLC150$6.31K0.01%00.0%Unchanged
DB Wealth Management Group, LLC152$6.39K0.00%−435−74.1%Reduced
Koesten, Hirschmann & Crabtree, INC.160$6.73K0.01%00.0%Unchanged
Hanson & Doremus Investment Management170$7.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC167$7.02K0.00%00.0%Unchanged
Abound Wealth Management172$7.22K0.00%+10+6.2%Added
PrairieView Partners, LLC200$8.00K0.00%−600−75.0%Reduced
Activest Wealth Management195$8.20K0.01%+4+2.1%Added
1832 Asset Management L.P.205$8.62K0.00%−10−4.7%Reduced
HighMark Wealth Management LLC221$9.28K0.01%+35+18.8%Added
JNBA Financial Advisors225$9.46K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.226$9.49K0.01%00.0%Unchanged
Insight Financial Services227$9.54K0.02%00.0%Unchanged
Hibernia Wealth Partners, LLC235$9.87K0.01%+235New
Front Row Advisors LLC242$10.4K0.00%+35+16.9%Added
Syntax Research, Inc.250$10.5K0.01%+250New
Beaird Harris Wealth Management, LLC255$10.7K0.00%00.0%Unchanged
Ridgewood Investments LLC263$11.1K0.01%00.0%Unchanged
Distillate Capital Partners LLC289$12.2K3.07%+36+14.2%Added
Pittenger & Anderson Inc300$12.6K0.00%−200−40.0%Reduced
Tradewinds Capital Management, LLC300$12.6K0.00%00.0%Unchanged
Global Wealth Strategies & Associates300$12.6K0.01%00.0%Unchanged
RVW Wealth, LLC300$12.6K0.00%+300New
NVWM, LLC300$12.9K0.00%−30−9.1%Reduced
KB Financial Partners, LLC308$13.0K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD309$13.0K0.01%+6+2.0%Added
TD Capital Management LLC331$13.9K0.00%−51−13.4%Reduced
VisionPoint Advisory Group, LLC337$14.2K0.01%00.0%Unchanged
Quarry LP338$14.2K0.01%+338New
Moisand Fitzgerald Tamayo, LLC352$14.8K0.00%00.0%Unchanged
VitalStone Financial, LLC375$15.0K0.01%00.0%Unchanged
DHJJ Financial Advisors, Ltd.361$15.2K0.01%+361New
Flaharty Asset Management, LLC377$15.9K0.00%+377New
Ogorek Anthony Joseph400$16.0K0.01%00.0%Unchanged
Private Ocean, LLC385$16.2K0.00%00.0%Unchanged
First Personal Financial Services391$16.4K0.00%00.0%Unchanged
Atlantic Trust, LLC404$17.0K0.01%00.0%Unchanged
Financial Freedom, LLC404$17.0K0.01%+6+1.5%Added
ZRC Wealth Management, LLC404$17.0K0.01%+8+2.0%Added
Hallmark Capital Management Inc407$17.1K0.00%00.0%Unchanged
Copeland Capital Management, LLC413$17.4K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.414$17.4K0.00%+5+1.2%Added
Brown, Lisle/Cummings, Inc.425$17.9K0.01%00.0%Unchanged
Studio Investment Management LLC422$18.2K0.01%+36+9.3%Added
IAG Wealth Partners, LLC441$18.6K0.01%+8+1.8%Added
Mark Sheptoff Financial Planning, LLC475$20.0K0.01%+475New
Asset Dedication, LLC494$21.0K0.00%−280−36.2%Reduced
St. Johns Investment Management Company, LLC500$21.0K0.01%00.0%Unchanged
Bromfield Sneider Wealth Advisors519$21.8K0.02%00.0%Unchanged
Harvest Fund Management Co., Ltd519$22.0K0.00%−1,261−70.8%Reduced
Bourgeon Capital Management LLC542$22.8K0.01%00.0%Unchanged
Carmel Capital Partners, LLC545$22.9K0.01%+300+122.4%Added
PayPay Securities Corp551$23.2K1.12%+462+519.1%Added
Global Financial Private Client, LLC564$23.5K0.01%+5+0.9%Added
Pacifica Partners Inc.571$24.0K0.01%+7+1.2%Added
West Paces Advisors Inc.579$24.3K0.01%−28−4.6%Reduced
Gleason Group, Inc.591$24.9K0.01%+11+1.9%Added
PSI Advisors, LLC595$25.0K0.01%00.0%Unchanged
Nalls Sherbakoff Group, LLC620$26.1K0.03%00.0%Unchanged
Altshuler Shaham Ltd623$26.2K0.00%+623New
Nemes Rush Group LLC636$26.7K0.00%+323+103.2%Added
Ruedi Wealth Management, Inc.650$27.3K0.02%00.0%Unchanged
WFA of San Diego, LLC665$28.0K0.03%00.0%Unchanged
Bray Capital Advisors695$29.2K0.01%00.0%Unchanged
AllSquare Wealth Management LLC701$29.5K0.02%00.0%Unchanged
Fortis Group Advisors, LLC705$29.6K0.01%+705New
Legacy Financial Group LLC725$30.5K0.01%+725New
Annis Gardner Whiting Capital Advisors, LLC714$30.7K0.02%+714New
Zions Bancorporation, N.A.735$30.9K0.00%−36−4.7%Reduced
Iron Horse Wealth Management, LLC744$31.3K0.02%+44+6.3%Added