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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 25,934 | $1.09M | 0.11% | +32+0.1% | Added |
| FinTrust Capital Advisors, LLC | 26,014 | $1.09M | 0.24% | −679−2.5% | Reduced |
| HF Advisory Group, LLC | 26,101 | $1.10M | 0.81% | +2,316+9.7% | Added |
| Wedbush Securities Inc | 26,140 | $1.10M | 0.05% | −3,740−12.5% | Reduced |
| Chelsea Counsel Co | 25,550 | $1.10M | 0.57% | +150+0.6% | Added |
| Narwhal Capital Management | 26,447 | $1.11M | 0.14% | −381−1.4% | Reduced |
| Smith, Moore & Co. | 26,461 | $1.11M | 0.15% | +374+1.4% | Added |
| AdvisorNet Financial, Inc | 26,467 | $1.11M | 0.10% | −1,755−6.2% | Reduced |
| Bradley Foster & Sargent Inc | 24,628 | $1.12M | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 26,622 | $1.12M | 0.20% | +613+2.4% | Added |
| Harbor Capital Advisors, Inc. | 26,645 | $1.12M | 0.24% | 00.0% | Unchanged |
| Roundview Capital LLC | 26,680 | $1.12M | 0.11% | −20,184−43.1% | Reduced |
| Radnor Capital Management, LLC | 26,712 | $1.12M | 0.22% | +3,809+16.6% | Added |
| Wagner Wealth Management, LLC | 26,891 | $1.13M | 0.42% | +540+2.0% | Added |
| Burns J W & Co Inc | 26,907 | $1.13M | 0.18% | −100−0.4% | Reduced |
| SageView Advisory Group, LLC | 26,976 | $1.13M | 0.06% | −2,393−8.1% | Reduced |
| Keudell/Morrison Wealth Management | 26,988 | $1.13M | 0.35% | −588−2.1% | Reduced |
| Greenfield Savings Bank | 27,017 | $1.14M | 0.71% | +302+1.1% | Added |
| Signaturefd, LLC | 27,089 | $1.14M | 0.03% | −2,951−9.8% | Reduced |
| Ronald Blue Trust, Inc. | 25,178 | $1.14M | 0.02% | +17,336+221.1% | Added |
| Mill Capital Management, LLC | 27,186 | $1.14M | 0.11% | −2,840−9.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 27,227 | $1.14M | 0.24% | +2,465+10.0% | Added |
| WealthPLAN Partners, LLC | 27,273 | $1.15M | 0.13% | +2,626+10.7% | Added |
| Paradigm Financial Partners, LLC | 28,014 | $1.15M | 0.32% | −379−1.3% | Reduced |
| United Capital Financial Advisers, LLC | 27,498 | $1.16M | 0.01% | −4,241−13.4% | Reduced |
| Wesbanco Bank Inc | 27,506 | $1.16M | 0.05% | −150−0.5% | Reduced |
| First Hawaiian Bank | 27,677 | $1.16M | 0.04% | −580−2.1% | Reduced |
| Applied Capital LLC | 27,727 | $1.17M | 1.16% | −228−0.8% | Reduced |
| Leavell Investment Management, Inc. | 27,110 | $1.17M | 0.08% | −336−1.2% | Reduced |
| Delta Capital Management LLC | 27,750 | $1.17M | 0.87% | −180−0.6% | Reduced |
| ORG Partners LLC | 27,950 | $1.18M | 0.35% | −27,649−49.7% | Reduced |
| Ausdal Financial Partners, Inc. | 27,999 | $1.18M | 0.16% | +1,239+4.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 28,026 | $1.18M | 0.67% | −1,201−4.1% | Reduced |
| Park National Corp | 28,112 | $1.18M | 0.05% | +1,856+7.1% | Added |
| Valicenti Advisory Services Inc | 28,251 | $1.19M | 0.41% | −415−1.4% | Reduced |
| Bramshill Investments, LLC | 28,503 | $1.20M | 0.14% | +8,335+41.3% | Added |
| Oak Thistle LLC | 28,510 | $1.20M | 0.35% | +28,510 | New |
| Berkshire Asset Management LLC | 28,598 | $1.20M | 0.07% | +18+0.1% | Added |
| Sherbrooke Park Advisers LLC | 28,619 | $1.20M | 0.38% | +28,619 | New |
| WP Advisors, LLC | 28,780 | $1.21M | 0.50% | +211+0.7% | Added |
| Spire Wealth Management | 28,923 | $1.22M | 0.05% | +85+0.3% | Added |
| Next Level Private LLC | 29,435 | $1.22M | 0.81% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 29,240 | $1.23M | 0.33% | −651−2.2% | Reduced |
| Colonial River Wealth Management, LLC | 29,273 | $1.23M | 0.80% | +17,683+152.6% | Added |
| North Star Asset Management Inc | 29,282 | $1.23M | 0.07% | −14,985−33.9% | Reduced |
| Ignite Planners, LLC | 29,448 | $1.24M | 0.38% | +17,273+141.9% | Added |
| Cary Street Partner Investment Advisory LLC | 29,593 | $1.24M | 0.07% | +4,633+18.6% | Added |
| Octavia Wealth Advisors, LLC | 28,952 | $1.24M | 0.25% | +1,333+4.8% | Added |
| Flagship Harbor Advisors, LLC | 29,732 | $1.25M | 0.10% | −242−0.8% | Reduced |
| Timelo Investment Management Inc. | 30,000 | $1.26M | 3.56% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 30,164 | $1.27M | 0.44% | −401−1.3% | Reduced |
| Two Sigma Securities, LLC | 30,205 | $1.27M | 0.06% | +21,469+245.8% | Added |
| Empowered Funds, LLC | 30,462 | $1.28M | 0.04% | −91,231−75.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 30,514 | $1.28M | 0.05% | +7,894+34.9% | Added |
| Longfellow Investment Management Co LLC | 30,573 | $1.29M | 0.34% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 30,703 | $1.29M | 0.06% | −817−2.6% | Reduced |
| Crawford Investment Counsel Inc | 30,805 | $1.30M | 0.03% | −1,951−6.0% | Reduced |
| Brandywine Trust Co | 30,814 | $1.30M | 0.31% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 31,007 | $1.30M | 0.14% | +2,122+7.3% | Added |
| Moloney Securities Asset Management, LLC | 31,101 | $1.31M | 0.24% | +55+0.2% | Added |
| Kavar Capital Partners Group, LLC | 31,197 | $1.31M | 0.28% | −1,155−3.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,255 | $1.31M | 0.05% | +573+1.9% | Added |
| Nicholas Hoffman & Company, LLC. | 31,273 | $1.32M | 0.10% | +3,033+10.7% | Added |
| Thoroughbred Financial Services, LLC | 31,339 | $1.32M | 0.13% | +26,340+526.9% | Added |
| Range Financial Group LLC | 31,354 | $1.32M | 0.87% | −2,772−8.1% | Reduced |
| Boston Private Wealth LLC | 31,357 | $1.32M | 0.03% | +1,026+3.4% | Added |
| Lee Danner & Bass Inc | 31,366 | $1.32M | 0.12% | −100−0.3% | Reduced |
| Dudley Capital Management, LLC | 31,512 | $1.33M | 0.93% | +455+1.5% | Added |
| Lynch & Associates | 31,556 | $1.33M | 0.35% | −830−2.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 31,885 | $1.34M | 0.10% | −263−0.8% | Reduced |
| Prosperitas Financial LLC | 31,954 | $1.34M | 1.04% | +31,954 | New |
| Botty Investors LLC | 31,267 | $1.35M | 0.51% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 32,161 | $1.35M | 0.52% | −1,295−3.9% | Reduced |
| Marino, Stram & Associates LLC | 32,300 | $1.36M | 0.40% | −419−1.3% | Reduced |
| King Luther Capital Management Corp | 32,711 | $1.38M | 0.01% | +653+2.0% | Added |
| Integrated Advisors Network LLC | 33,034 | $1.39M | 0.09% | −1,183−3.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 33,074 | $1.39M | 0.37% | 00.0% | Unchanged |
| Balentine LLC | 33,213 | $1.40M | 0.05% | −1,982−5.6% | Reduced |
| Ziegler Capital Management, LLC | 33,244 | $1.40M | 0.06% | −1,660−4.8% | Reduced |
| Strategic Investment Advisors | 33,367 | $1.40M | 0.23% | +33,367 | New |
| Arkadios Wealth Advisors | 33,405 | $1.40M | 0.13% | +19,634+142.6% | Added |
| Private Portfolio Partners LLC | 33,508 | $1.41M | 0.37% | +87+0.3% | Added |
| Caldwell Trust Co | 33,546 | $1.41M | 0.19% | −674−2.0% | Reduced |
| First Horizon Advisors, Inc. | 33,650 | $1.42M | 0.05% | +4,726+16.3% | Added |
| InterOcean Capital Group, LLC | 33,708 | $1.42M | 0.04% | +22,656+205.0% | Added |
| Bleakley Financial Group, LLC | 34,056 | $1.43M | 0.05% | −9,741−22.2% | Reduced |
| First City Capital Management, Inc. | 34,179 | $1.44M | 0.90% | −950−2.7% | Reduced |
| CMG Global Holdings, LLC | 34,210 | $1.44M | 1.23% | +82+0.2% | Added |
| Bollard Group LLC | 34,422 | $1.45M | 0.05% | +359+1.1% | Added |
| Csenge Advisory Group | 34,422 | $1.45M | 0.10% | +194+0.6% | Added |
| FineMark National Bank & Trust | 34,439 | $1.45M | 0.06% | −399−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 34,656 | $1.46M | 0.03% | −4,121−10.6% | Reduced |
| GM Advisory Group, Inc. | 34,712 | $1.46M | 0.12% | +3,375+10.8% | Added |
| Poehling Capital Management, LLC | 34,728 | $1.46M | 0.51% | +726+2.1% | Added |
| Tokio Marine Asset Management Co Ltd | 34,867 | $1.47M | 0.09% | +1,439+4.3% | Added |
| Parallel Advisors, LLC | 35,075 | $1.47M | 0.05% | −1,951−5.3% | Reduced |
| IHT Wealth Management, LLC | 35,145 | $1.48M | 0.07% | −1,385−3.8% | Reduced |
| Axq Capital, LP | 35,200 | $1.48M | 0.52% | +35,200 | New |
| Means Investment Co., Inc. | 35,508 | $1.49M | 0.24% | −1,411−3.8% | Reduced |
| Buckhead Capital Management LLC | 35,559 | $1.50M | 0.62% | −585−1.6% | Reduced |