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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thomasville National Bank | 15,165 | $637.7K | 0.06% | −1,729−10.2% | Reduced |
| WFA Asset Management Corp | 15,310 | $643.8K | 0.38% | +3,374+28.3% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 15,378 | $646.6K | 0.84% | −2,011−11.6% | Reduced |
| Tufton Capital Management | 15,509 | $652.2K | 0.15% | −1,105−6.7% | Reduced |
| Magnolia Capital Advisors LLC | 16,254 | $654.2K | 0.63% | +268+1.7% | Added |
| Fiduciary Group LLC | 15,572 | $654.8K | 0.08% | −540−3.4% | Reduced |
| TRUE Private Wealth Advisors | 15,608 | $656.3K | 0.09% | +1,209+8.4% | Added |
| Sanders Morris Harris LLC | 15,772 | $658.1K | 0.14% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 15,700 | $660.2K | 0.08% | +8,626+121.9% | Added |
| Vaughan & Co Securities, Inc. | 15,746 | $662.1K | 0.49% | −383−2.4% | Reduced |
| Cambria Investment Management, L.P. | 15,750 | $662.3K | 0.05% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 15,807 | $664.7K | 0.30% | +2,176+16.0% | Added |
| Walter & Keenan Financial Consulting Co | 15,844 | $666.2K | 0.26% | −148−0.9% | Reduced |
| Keating Investment Counselors Inc | 15,850 | $666.5K | 0.23% | −4,010−20.2% | Reduced |
| Courier Capital LLC | 15,862 | $667.0K | 0.06% | −931−5.5% | Reduced |
| Lindbrook Capital, LLC | 15,936 | $670.1K | 0.07% | −1,954−10.9% | Reduced |
| Patton Albertson Miller Group, LLC | 15,963 | $671.2K | 0.13% | −1,060−6.2% | Reduced |
| Everett Harris & Co | 15,978 | $671.9K | 0.01% | +103+0.6% | Added |
| Garda Capital Partners LP | 16,029 | $674.0K | 0.43% | +16,029 | New |
| Allegheny Financial Group LTD | 16,071 | $675.8K | 0.25% | +877+5.8% | Added |
| Westbourne Investment Advisors, Inc. | 16,099 | $677.0K | 0.31% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 16,168 | $680.0K | 0.01% | −18,058−52.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 16,197 | $681.1K | 0.05% | −1,856−10.3% | Reduced |
| My Legacy Advisors, LLC | 16,013 | $682.3K | 0.28% | +1,312+8.9% | Added |
| Boston Family Office LLC | 16,334 | $687.0K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 16,366 | $688.2K | 0.11% | +2,249+15.9% | Added |
| Columbia Asset Management | 16,380 | $689.0K | 0.15% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 16,408 | $690.0K | 0.11% | −50.0% | Reduced |
| Hexagon Capital Partners LLC | 16,456 | $692.0K | 0.18% | +1,562+10.5% | Added |
| Chapin Davis, Inc. | 16,555 | $696.1K | 0.33% | +5,012+43.4% | Added |
| Patten & Patten Inc | 16,611 | $698.5K | 0.06% | +79+0.5% | Added |
| Beacon Financial Advisory LLC | 16,627 | $699.2K | 0.39% | +635+4.0% | Added |
| Madden Securities Corp | 16,632 | $699.4K | 0.40% | +1,000+6.4% | Added |
| First National Bank & Trust Co of Newtown | 16,645 | $699.7K | 0.16% | 00.0% | Unchanged |
| Cortland Associates Inc | 16,658 | $700.0K | 0.11% | +145+0.9% | Added |
| Credit Agricole S A | 16,692 | $701.9K | 0.02% | +10,442+167.1% | Added |
| MTM Investment Management, LLC | 16,722 | $703.2K | 0.36% | −343−2.0% | Reduced |
| Plimoth Trust Co LLC | 16,765 | $705.0K | 0.22% | −395−2.3% | Reduced |
| Vise Technologies, Inc. | 16,868 | $709.3K | 0.17% | +2,370+16.3% | Added |
| Gibraltar Capital Management, Inc. | 16,886 | $710.0K | 0.31% | +26+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 16,921 | $711.5K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 16,968 | $713.5K | 0.07% | −3,139−15.6% | Reduced |
| CWS Financial Advisors, LLC | 17,007 | $715.1K | 0.29% | −237−1.4% | Reduced |
| Centaurus Financial, Inc. | 17,031 | $716.0K | 0.06% | +284+1.7% | Added |
| Eagle Global Advisors LLC | 17,029 | $716.1K | 0.05% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 17,066 | $717.6K | 0.13% | −792−4.4% | Reduced |
| Citadel Advisors LLC | 17,082 | $718.3K | 0.00% | −46,867−73.3% | Reduced |
| Bank of Hawaii | 17,086 | $718.5K | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 17,151 | $721.2K | 0.09% | +61+0.4% | Added |
| Patron Partners Advisors, LLC | 17,234 | $724.7K | 0.53% | −55−0.3% | Reduced |
| Tradition Wealth Management, LLC | 17,250 | $725.0K | 0.09% | −1,455−7.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 17,249 | $725.3K | 0.36% | −77−0.4% | Reduced |
| Cozad Asset Management Inc | 17,295 | $727.3K | 0.09% | −190−1.1% | Reduced |
| Philadelphia Trust Co | 17,337 | $729.0K | 0.07% | −3,000−14.8% | Reduced |
| Independent Wealth Network Inc. | 17,338 | $729.1K | 0.45% | +282+1.7% | Added |
| Moser Wealth Advisors, LLC | 17,348 | $729.5K | 0.51% | −510−2.9% | Reduced |
| HCR Wealth Advisors | 17,490 | $735.5K | 0.16% | +223+1.3% | Added |
| North Star Investment Management Corp. | 17,493 | $735.6K | 0.06% | −581−3.2% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $740.5K | 0.19% | 00.0% | Unchanged |
| Capital Advisors Inc | 17,642 | $741.9K | 0.02% | −1,214−6.4% | Reduced |
| Finer Wealth Management, Inc. | 17,668 | $742.9K | 0.59% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 17,697 | $744.2K | 0.60% | −3,586−16.8% | Reduced |
| David Loasby | 17,890 | $745.1K | 0.08% | +909+5.4% | Added |
| Insigneo Advisory Services, LLC | 17,389 | $746.5K | 0.15% | +229+1.3% | Added |
| Nwam LLC | 17,805 | $748.7K | 0.08% | −50.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 25,808 | $750.3K | 0.14% | +4,448+20.8% | Added |
| Joel Isaacson & Co., LLC | 17,848 | $750.5K | 0.05% | +19+0.1% | Added |
| LMCG Investments, LLC | 17,927 | $753.8K | 0.05% | +514+3.0% | Added |
| NEOS Investment Management LLC | 17,929 | $753.9K | 0.10% | +17,929 | New |
| Warren Averett Asset Management, LLC | 17,972 | $755.7K | 0.03% | +70+0.4% | Added |
| Eudaimonia Partners, LLC | 18,010 | $757.3K | 0.18% | +587+3.4% | Added |
| Bahl & Gaynor Inc | 18,040 | $758.6K | 0.00% | +2,003+12.5% | Added |
| Intellectus Partners, LLC | 17,639 | $759.0K | 0.24% | +4,339+32.6% | Added |
| Fiduciary Trust Co | 18,100 | $761.1K | 0.01% | −362−2.0% | Reduced |
| Bailard, Inc. | 18,112 | $761.6K | 0.03% | −697−3.7% | Reduced |
| Chicago Trust Co NA | 18,211 | $765.8K | 0.19% | −300−1.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 18,226 | $766.4K | 0.08% | −8,031−30.6% | Reduced |
| Griffin Asset Management, Inc. | 18,262 | $767.9K | 0.11% | +176+1.0% | Added |
| Executive Wealth Group LLC | 18,267 | $768.1K | 0.55% | +364+2.0% | Added |
| Kanawha Capital Management LLC | 18,344 | $771.4K | 0.07% | −71−0.4% | Reduced |
| Zhang Financial LLC | 18,354 | $771.8K | 0.08% | −519−2.7% | Reduced |
| WealthCare Investment Partners, LLC | 18,595 | $773.2K | 0.47% | +777+4.4% | Added |
| Mork Capital Management, LLC | 18,410 | $774.1K | 0.60% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 18,538 | $779.5K | 0.40% | 00.0% | Unchanged |
| FLC Capital Advisors | 18,576 | $781.1K | 0.24% | +2,354+14.5% | Added |
| Toews Corp | 18,600 | $782.1K | 0.47% | +18,600 | New |
| Klingenstein Fields & Co LP | 18,602 | $782.2K | 0.04% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 18,726 | $787.4K | 0.16% | +808+4.5% | Added |
| Exeter Financial, LLC | 18,726 | $787.4K | 0.42% | +655+3.6% | Added |
| Total Clarity Wealth Management, Inc. | 18,735 | $787.8K | 0.38% | −780−4.0% | Reduced |
| FDx Advisors, Inc. | 18,733 | $788.0K | 0.07% | −9,047−32.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 18,798 | $790.5K | 0.03% | −251−1.3% | Reduced |
| Mitchell Sinkler & Starr | 18,802 | $790.6K | 0.24% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 18,855 | $792.9K | 0.01% | +7,849+71.3% | Added |
| Imprint Wealth LLC | 18,516 | $796.5K | 0.67% | +1,396+8.2% | Added |
| Virtue Capital Management, LLC | 17,327 | $796.7K | 0.14% | 00.0% | Unchanged |
| Cigna Investments Inc | 19,053 | $801.0K | 0.18% | −2,717−12.5% | Reduced |
| Franklin Street Advisors Inc | 19,089 | $803.0K | 0.07% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 19,113 | $803.7K | 0.57% | −4,132−17.8% | Reduced |
| M Holdings Securities, Inc. | 19,158 | $806.0K | 0.11% | −2,180−10.2% | Reduced |