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 |
|---|---|---|---|---|---|
| Taurus Asset Management, LLC | 19,285 | $810.9K | 0.10% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 19,300 | $811.6K | 0.17% | +19,300 | New |
| Hoylecohen, LLC | 19,454 | $818.1K | 0.08% | +217+1.1% | Added |
| Woodward Diversified Capital, LLC | 19,536 | $821.5K | 0.59% | +1,033+5.6% | Added |
| Spears Abacus Advisors LLC | 19,560 | $822.5K | 0.07% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 19,593 | $823.9K | 0.03% | −26−0.1% | Reduced |
| TownSquare Capital, LLC | 19,608 | $824.5K | 0.02% | +161+0.8% | Added |
| Duff & Phelps Investment Management Co | 19,652 | $826.4K | 0.01% | −152−0.8% | Reduced |
| Summit Trail Advisors, LLC | 19,227 | $826.5K | 0.03% | +3,956+25.9% | Added |
| Widmann Financial Services, Inc. | 19,662 | $826.8K | 0.82% | −71−0.4% | Reduced |
| Godsey & Gibb Associates | 19,670 | $827.1K | 0.10% | −690−3.4% | Reduced |
| Bath Savings Trust Co | 19,714 | $829.0K | 0.10% | −22−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 19,403 | $834.9K | 0.01% | +17+0.1% | Added |
| Beaton Management Co. Inc. | 19,865 | $835.0K | 0.54% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 19,403 | $835.0K | 0.01% | +17+0.1% | Added |
| Viewpoint Capital Management LLC | 20,092 | $844.8K | 0.68% | −60−0.3% | Reduced |
| First Nebraska Trust Co | 20,130 | $846.5K | 0.11% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 20,173 | $848.3K | 0.07% | +3,430+20.5% | Added |
| Personal Cfo Solutions, LLC | 20,247 | $851.4K | 0.17% | +46+0.2% | Added |
| BancorpSouth Bank | 20,316 | $854.3K | 0.08% | −1,778−8.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 20,359 | $856.1K | 0.25% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 20,481 | $861.2K | 0.03% | −691−3.3% | Reduced |
| Rossmore Private Capital | 20,524 | $863.0K | 0.13% | −228−1.1% | Reduced |
| Focus Financial Network, Inc. | 20,243 | $871.0K | 0.05% | +775+4.0% | Added |
| Profund Advisors LLC | 20,773 | $873.5K | 0.05% | −2,970−12.5% | Reduced |
| Moneta Group Investment Advisors LLC | 20,884 | $878.2K | 0.02% | −1,614−7.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 20,885 | $878.2K | 0.11% | +20,885 | New |
| Ipswich Investment Management Co., Inc. | 20,935 | $880.3K | 0.24% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 20,945 | $880.7K | 1.01% | +1,200+6.1% | Added |
| Key Client Fiduciary Advisors, LLC | 20,968 | $881.7K | 0.54% | +1,267+6.4% | Added |
| Beese Fulmer Investment Management, Inc. | 20,980 | $882.2K | 0.10% | 00.0% | Unchanged |
| Dodge & Cox | 21,000 | $883.0K | 0.00% | 00.0% | Unchanged |
| Invst, LLC | 21,088 | $886.8K | 0.13% | −2,568−10.9% | Reduced |
| NBC Securities, Inc. | 21,192 | $891.0K | 0.10% | +21,192 | New |
| Wealthcare Advisory Partners LLC | 21,191 | $891.1K | 0.04% | +399+1.9% | Added |
| Grove Bank & Trust | 21,337 | $897.2K | 0.18% | −70−0.3% | Reduced |
| ETF Store, Inc. | 20,954 | $903.5K | 0.65% | −648−3.0% | Reduced |
| GoalVest Advisory LLC | 21,491 | $903.7K | 0.45% | +2,460+12.9% | Added |
| Intrust Bank NA | 21,522 | $905.0K | 0.12% | −987−4.4% | Reduced |
| Forte Capital LLC | 21,594 | $908.0K | 0.14% | −190−0.9% | Reduced |
| Charter Research & Investment Group, Inc. | 21,667 | $911.1K | 0.82% | 00.0% | Unchanged |
| Comerica Securities,inc. | 21,255 | $914.7K | 0.08% | −666−3.0% | Reduced |
| Excalibur Management Corp | 21,791 | $916.3K | 0.48% | −275−1.2% | Reduced |
| FRG Family Wealth Advisors LLC | 21,867 | $919.5K | 0.21% | −210−1.0% | Reduced |
| Semmax Financial Advisors Inc. | 23,005 | $920.2K | 0.37% | +23,005 | New |
| Dover Advisors, LLC | 21,422 | $921.8K | 0.93% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 22,143 | $931.1K | 0.11% | +644+3.0% | Added |
| Evergreen Capital Management LLC | 21,669 | $931.6K | 0.04% | −1,008−4.4% | Reduced |
| CAPROCK Group, Inc. | 21,712 | $934.1K | 0.07% | −161−0.7% | Reduced |
| Crestwood Advisors Group LLC | 22,364 | $940.4K | 0.02% | +12,952+137.6% | Added |
| Loudon Investment Management, LLC | 22,411 | $942.4K | 0.65% | −2,028−8.3% | Reduced |
| One Capital Management, LLC | 22,490 | $945.7K | 0.04% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 22,541 | $947.8K | 0.08% | +5,517+32.4% | Added |
| Rothschild Investment Corp | 22,670 | $953.0K | 0.08% | −8,781−27.9% | Reduced |
| Knoll Capital Management, LLC | 22,700 | $954.5K | 0.99% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 22,749 | $956.6K | 0.18% | −2,408−9.6% | Reduced |
| Duality Advisers, LP | 22,797 | $958.6K | 0.12% | −23,370−50.6% | Reduced |
| ICW Investment Advisors LLC | 22,816 | $959.4K | 0.52% | −428−1.8% | Reduced |
| Silverlake Wealth Management LLC | 22,890 | $962.5K | 0.54% | +486+2.2% | Added |
| Samalin Investment Counsel, LLC | 22,958 | $965.4K | 0.55% | +1,273+5.9% | Added |
| Morningstar Investment Management LLC | 23,196 | $975.0K | 0.13% | 00.0% | Unchanged |
| Colony Group LLC | 23,294 | $980.0K | 0.01% | −644−2.7% | Reduced |
| Gray Wealth Management Inc. | 23,432 | $985.3K | 0.51% | +460+2.0% | Added |
| Kathmere Capital Management, LLC | 23,599 | $992.3K | 0.15% | +2,238+10.5% | Added |
| Transcend Wealth Collective, LLC | 23,680 | $995.7K | 0.10% | −2,555−9.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 23,726 | $997.7K | 0.30% | −352−1.5% | Reduced |
| Shell Asset Management Co | 23,812 | $1.00M | 0.04% | +20+0.1% | Added |
| Welch & Forbes LLC | 23,806 | $1.00M | 0.02% | −200−0.8% | Reduced |
| Institutional & Family Asset Management, LLC | 23,965 | $1.01M | 0.17% | +51+0.2% | Added |
| Sequoia Financial Advisors, LLC | 24,042 | $1.01M | 0.02% | −1,061−4.2% | Reduced |
| Daymark Wealth Partners, LLC | 24,058 | $1.01M | 0.07% | +2,915+13.8% | Added |
| Sandy Spring Bank | 24,111 | $1.01M | 0.06% | −184−0.8% | Reduced |
| Rehmann Capital Advisory Group | 24,242 | $1.02M | 0.09% | −65−0.3% | Reduced |
| Inceptionr LLC | 24,288 | $1.02M | 0.58% | +6,594+37.3% | Added |
| Man Group plc | – | $1.02M | 0.00% | – | New |
| Shoker Investment Counsel, Inc. | 24,441 | $1.03M | 0.45% | +248+1.0% | Added |
| American Century Companies Inc | 24,485 | $1.03M | 0.00% | +3,535+16.9% | Added |
| Cascade Investment Group, Inc. | 24,639 | $1.04M | 0.98% | −161−0.6% | Reduced |
| Capital CS Group, LLC | 24,723 | $1.04M | 1.23% | 00.0% | Unchanged |
| Certified Advisory Corp | 24,747 | $1.04M | 0.19% | −483−1.9% | Reduced |
| HBK Sorce Advisory LLC | 24,866 | $1.05M | 0.05% | −899−3.5% | Reduced |
| Wealthspire Advisors, LLC | 24,928 | $1.05M | 0.02% | +239+1.0% | Added |
| Traynor Capital Management, Inc. | 25,004 | $1.05M | 0.14% | −45−0.2% | Reduced |
| Lakeview Capital Partners, LLC | 25,146 | $1.06M | 0.21% | +289+1.2% | Added |
| Logan Capital Management Inc | 25,219 | $1.06M | 0.05% | −90.0% | Reduced |
| Sumitomo Life Insurance Co | 25,236 | $1.06M | 0.03% | −379−1.5% | Reduced |
| Coombe, Bender & Co LLC | 25,295 | $1.06M | 0.80% | −62−0.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 25,380 | $1.07M | 0.17% | +2,136+9.2% | Added |
| Alpha Cubed Investments, LLC | 25,388 | $1.07M | 0.07% | +2,195+9.5% | Added |
| Berkeley Capital Partners, LLC | 25,407 | $1.07M | 0.39% | +537+2.2% | Added |
| Coastal Investment Advisors, Inc. | 23,669 | $1.07M | 0.25% | −1,053−4.3% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 25,499 | $1.07M | 0.82% | −5,622−18.1% | Reduced |
| Eisler Capital (US) LLC | 25,524 | $1.07M | 0.39% | +25,524 | New |
| Meiji Yasuda Asset Management Co Ltd. | 25,625 | $1.08M | 0.05% | +2,750+12.0% | Added |
| XML Financial, LLC | 25,643 | $1.08M | 0.13% | +1,322+5.4% | Added |
| Meeder Advisory Services, Inc. | 25,659 | $1.08M | 0.14% | −3,672−12.5% | Reduced |
| Wedgewood Investors Inc | 25,681 | $1.08M | 1.46% | −481−1.8% | Reduced |
| Close Asset Management Ltd | 25,689 | $1.08M | 0.06% | −163−0.6% | Reduced |
| Two Sigma Investments, LP | 25,755 | $1.08M | 0.00% | −3,345−11.5% | Reduced |
| Sonora Investment Management Group, LLC | 25,851 | $1.09M | 0.09% | +1,463+6.0% | Added |