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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 35,602 | $1.50M | 0.10% | +1,458+4.3% | Added |
| Northeast Financial Consultants Inc | 35,812 | $1.51M | 0.09% | +10.0% | Added |
| J.W. Cole Advisors, Inc. | 36,075 | $1.52M | 0.11% | +276+0.8% | Added |
| Nations Financial Group Inc, | 36,203 | $1.52M | 0.15% | −5,552−13.3% | Reduced |
| Coldstream Capital Management Inc | 36,227 | $1.52M | 0.05% | −1,277−3.4% | Reduced |
| Weinberger Asset Management, Inc | 36,411 | $1.53M | 0.87% | +260+0.7% | Added |
| Resources Investment Advisors, LLC. | 36,563 | $1.54M | 0.03% | −512−1.4% | Reduced |
| Investors Asset Management of Georgia Inc | 37,186 | $1.54M | 0.85% | +200+0.5% | Added |
| RIA Advisory Group LLC | 36,749 | $1.55M | 0.69% | −4,191−10.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 36,756 | $1.55M | 0.11% | −46,422−55.8% | Reduced |
| Paradigm Asset Management Co LLC | 36,900 | $1.55M | 0.44% | −2,300−5.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 36,907 | $1.55M | 0.06% | +1,664+4.7% | Added |
| Stolper Co | 36,973 | $1.55M | 0.67% | +456+1.2% | Added |
| Pensionfund Sabic | 37,000 | $1.56M | 0.55% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 36,150 | $1.56M | 0.06% | +1,594+4.6% | Added |
| First Foundation Advisors | 37,139 | $1.56M | 0.07% | −1,435−3.7% | Reduced |
| Cornerstone Wealth Management, LLC | 37,149 | $1.56M | 0.15% | +1,252+3.5% | Added |
| Financial Counselors Inc | 37,157 | $1.56M | 0.03% | −14,659−28.3% | Reduced |
| Cullinan Associates Inc | 37,411 | $1.57M | 0.09% | −2,600−6.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 37,500 | $1.58M | 0.21% | −26,400−41.3% | Reduced |
| Richard Bernstein Advisors LLC | 37,528 | $1.58M | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 37,644 | $1.58M | 0.09% | −1,935−4.9% | Reduced |
| Boothbay Fund Management, LLC | 37,691 | $1.58M | 0.06% | +37,691 | New |
| Essex Financial Services, Inc. | 38,045 | $1.60M | 0.19% | +620+1.7% | Added |
| Western Wealth Management, LLC | 38,348 | $1.61M | 0.14% | +196+0.5% | Added |
| World Equity Group, Inc. | 38,514 | $1.62M | 0.34% | +541+1.4% | Added |
| Fulton Bank, N.A. | 38,587 | $1.62M | 0.08% | +7,952+26.0% | Added |
| Lazari Capital Management, Inc. | 38,631 | $1.62M | 0.97% | −408−1.0% | Reduced |
| Washington Trust Bank | 38,654 | $1.63M | 0.17% | +82+0.2% | Added |
| Welch Group, LLC | 38,802 | $1.63M | 0.10% | +36+0.1% | Added |
| We Are One Seven, LLC | 38,963 | $1.64M | 0.13% | +1,661+4.5% | Added |
| Empirical Finance, LLC | 39,100 | $1.64M | 0.12% | +6,063+18.4% | Added |
| Greenleaf Trust | 39,337 | $1.65M | 0.02% | −348−0.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 39,432 | $1.66M | 0.03% | −600−1.5% | Reduced |
| Perigon Wealth Management, LLC | 39,506 | $1.66M | 0.07% | −578−1.4% | Reduced |
| X-Square Capital, LLC | 36,782 | $1.67M | 1.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 39,661 | $1.67M | 0.08% | +434+1.1% | Added |
| EP Wealth Advisors, LLC | 39,677 | $1.67M | 0.03% | +9,391+31.0% | Added |
| Ceera Investments, LLC | 39,893 | $1.68M | 0.91% | +14,704+58.4% | Added |
| Private Trust Co NA | 39,897 | $1.68M | 0.22% | −2,783−6.5% | Reduced |
| Amica Mutual Insurance Co | 39,899 | $1.68M | 0.20% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 39,997 | $1.68M | 0.05% | +1,316+3.4% | Added |
| Affinity Investment Advisors, LLC | 40,208 | $1.69M | 1.09% | +339+0.9% | Added |
| Sunbelt Securities, Inc. | 40,214 | $1.69M | 0.23% | −571−1.4% | Reduced |
| Twinbeech Capital LP | 40,457 | $1.70M | 0.03% | +2,983+8.0% | Added |
| Confluence Wealth Services, Inc. | 40,504 | $1.70M | 0.34% | −2,713−6.3% | Reduced |
| Disciplined Equity Management, Inc. | 40,655 | $1.71M | 1.43% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 41,184 | $1.73M | 0.17% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 41,199 | $1.73M | 0.21% | +3,958+10.6% | Added |
| Pine Valley Investments Ltd Liability Co | 40,734 | $1.74M | 0.17% | +9,792+31.6% | Added |
| Fortune Financial Advisors, LLC | 41,421 | $1.74M | 1.33% | +150+0.4% | Added |
| Simmons Bank | 41,527 | $1.75M | 0.15% | +2,135+5.4% | Added |
| Koshinski Asset Management, Inc. | 41,691 | $1.75M | 0.20% | +429+1.0% | Added |
| Kinloch Capital, LLC | 41,806 | $1.76M | 1.10% | +418+1.0% | Added |
| Quantinno Capital Management LP | 42,143 | $1.77M | 0.08% | +17,909+73.9% | Added |
| Westpac Banking Corp | 42,148 | $1.77M | 0.13% | 00.0% | Unchanged |
| Perpetual Ltd | 42,148 | $1.77M | 0.02% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 42,454 | $1.78M | 0.46% | +177+0.4% | Added |
| Aviance Capital Partners, LLC | 42,619 | $1.79M | 0.40% | −5,689−11.8% | Reduced |
| Green Square Capital Advisors LLC | 42,623 | $1.79M | 0.24% | −1,723−3.9% | Reduced |
| Hayek Kallen Investment Management | 42,674 | $1.79M | 0.80% | −220−0.5% | Reduced |
| Change Path, LLC | 42,736 | $1.80M | 0.13% | −7,587−15.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 42,881 | $1.80M | 0.22% | +442+1.0% | Added |
| Alley Investment Management Company, LLC | 43,028 | $1.81M | 0.31% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 43,329 | $1.82M | 0.09% | −110−0.3% | Reduced |
| Tyler-Stone Wealth Management | 43,364 | $1.82M | 1.04% | +1,061+2.5% | Added |
| Mission Wealth Management, LP | 43,361 | $1.82M | 0.07% | +13,084+43.2% | Added |
| Trust Co of Vermont | 43,584 | $1.83M | 0.12% | −3,383−7.2% | Reduced |
| Independence Bank of Kentucky | 43,614 | $1.83M | 0.77% | +202+0.5% | Added |
| HM Payson & Co | 43,649 | $1.84M | 0.04% | −1,026−2.3% | Reduced |
| Bessemer Group Inc | 43,874 | $1.84M | 0.00% | −641−1.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 44,107 | $1.85M | 0.01% | +44,107 | New |
| Independent Financial Group, LLC | 44,274 | $1.86M | 0.12% | +2,940+7.1% | Added |
| Ieq Capital, LLC | 44,447 | $1.87M | 0.04% | −1,538−3.3% | Reduced |
| Prospera Financial Services Inc | 44,747 | $1.88M | 0.07% | +331+0.7% | Added |
| Modera Wealth Management, LLC | 44,807 | $1.88M | 0.04% | +15,651+53.7% | Added |
| Vontobel Holding Ltd. | 44,896 | $1.89M | 0.02% | +5,061+12.7% | Added |
| TrimTabs Asset Management, LLC | 44,937 | $1.89M | 1.00% | −7,671−14.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 44,980 | $1.89M | 0.45% | −254−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 44,674 | $1.90M | 0.09% | +25,458+132.5% | Added |
| CoreCap Advisors, LLC | 45,377 | $1.91M | 0.14% | −1,688−3.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 45,428 | $1.91M | 0.05% | −609−1.3% | Reduced |
| Fisher Asset Management, LLC | 46,000 | $1.93M | 0.00% | −3,340−6.8% | Reduced |
| Hartford Financial Management Inc. | 46,079 | $1.94M | 0.49% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 46,259 | $1.95M | 0.12% | +300+0.7% | Added |
| Atlantic Union Bankshares Corp | 46,323 | $1.95M | 0.20% | +5,989+14.8% | Added |
| Beverly Hills Private Wealth, LLC | 46,370 | $1.95M | 0.58% | −41,832−47.4% | Reduced |
| Moody National Bank Trust Division | 46,393 | $1.95M | 0.13% | +3,570+8.3% | Added |
| Federation des caisses Desjardins du Quebec | 46,812 | $1.97M | 0.02% | −1,314−2.7% | Reduced |
| Edgestream Partners, L.P. | 46,821 | $1.97M | 0.16% | +34,907+293.0% | Added |
| Stonegate Investment Group, LLC | 46,874 | $1.97M | 0.07% | −3,246−6.5% | Reduced |
| Sawtooth Solutions, LLC | 46,993 | $1.98M | 0.06% | −17,971−27.7% | Reduced |
| Spreng Capital Management, Inc. | 47,519 | $2.00M | 1.47% | +1,360+2.9% | Added |
| Doliver Advisors, LP | 47,564 | $2.00M | 0.60% | −280−0.6% | Reduced |
| Financial Sense Advisors, Inc. | 47,808 | $2.01M | 0.86% | −1,826−3.7% | Reduced |
| Hunter Associates Investment Management LLC | 48,108 | $2.02M | 0.41% | −2,193−4.4% | Reduced |
| Cutler Group LP | 48,106 | $2.02M | 0.32% | +40,323+518.1% | Added |
| Valeo Financial Advisors, LLC | 48,622 | $2.04M | 0.09% | +2,346+5.1% | Added |
| Ritholtz Wealth Management | 49,138 | $2.07M | 0.09% | −105,024−68.1% | Reduced |
| Silvercrest Asset Management Group LLC | 49,565 | $2.08M | 0.02% | +25+0.1% | Added |