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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 48,587 | $2.09M | 0.16% | +1,732+3.7% | Added |
| Savant Capital, LLC | 49,758 | $2.09M | 0.03% | +1,931+4.0% | Added |
| Cyndeo Wealth Partners, LLC | 49,760 | $2.09M | 0.22% | −130.0% | Reduced |
| Kovack Advisors, Inc. | 49,845 | $2.10M | 0.29% | −8,655−14.8% | Reduced |
| Salem Investment Counselors Inc | 48,798 | $2.10M | 0.08% | −1,091−2.2% | Reduced |
| OmniStar Financial Group, Inc. | 49,966 | $2.10M | 2.50% | +2,166+4.5% | Added |
| Independent Solutions Wealth Management, LLC | 50,470 | $2.12M | 0.58% | +6,555+14.9% | Added |
| CSS LLC | 50,533 | $2.12M | 0.18% | −11,400−18.4% | Reduced |
| South State Corp. | 50,556 | $2.13M | 0.20% | +4,709+10.3% | Added |
| Accurate Wealth Management, LLC | 49,507 | $2.14M | 0.67% | +7,272+17.2% | Added |
| Deltec Asset Management LLC | 51,150 | $2.15M | 0.49% | −2,137−4.0% | Reduced |
| Verus Capital Partners, LLC | 51,211 | $2.15M | 0.30% | +8,439+19.7% | Added |
| Redwood Investment Management, LLC | 51,365 | $2.16M | 0.19% | +10,067+24.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,426 | $2.16M | 0.03% | −239−0.5% | Reduced |
| Cohen Klingenstein LLC | 51,479 | $2.16M | 0.10% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 51,495 | $2.17M | 0.06% | −5,529−9.7% | Reduced |
| Alaska Permanent Fund Corp | 51,600 | $2.17M | 0.04% | 00.0% | Unchanged |
| Marshall Wace, LLP | 51,636 | $2.17M | 0.00% | −185,264−78.2% | Reduced |
| Ostrum Asset Management | 51,772 | $2.18M | 0.20% | −12,948−20.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 51,872 | $2.18M | 0.03% | −1,806−3.4% | Reduced |
| Leelyn Smith, LLC | 52,545 | $2.21M | 0.54% | +1,303+2.5% | Added |
| Linden Thomas Advisory Services, LLC | 52,606 | $2.21M | 0.49% | +20,165+62.2% | Added |
| Hosking Partners LLP | 52,731 | $2.22M | 0.10% | −37,444−41.5% | Reduced |
| Founders Financial Alliance, LLC | 52,795 | $2.22M | 0.97% | +2,463+4.9% | Added |
| NBT Bank N A | 53,016 | $2.23M | 0.21% | +8,350+18.7% | Added |
| Parthenon LLC | 53,295 | $2.24M | 0.34% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 53,302 | $2.24M | 0.02% | −291,905−84.6% | Reduced |
| Pinnacle Associates Ltd | 53,423 | $2.25M | 0.04% | −3,170−5.6% | Reduced |
| Clearstead Advisors, LLC | 53,479 | $2.25M | 0.14% | +331+0.6% | Added |
| Carnegie Capital Asset Management, LLC | 53,697 | $2.26M | 0.09% | +334+0.6% | Added |
| Edgar Lomax Co | 54,340 | $2.28M | 0.16% | −1,300−2.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 54,531 | $2.29M | 0.15% | +2,550+4.9% | Added |
| Engineers Gate Manager LP | 54,668 | $2.30M | 0.08% | +46,753+590.7% | Added |
| HB Wealth Management, LLC | 54,718 | $2.30M | 0.04% | +4,688+9.4% | Added |
| Metis Global Partners, LLC | 54,767 | $2.30M | 0.11% | +1,374+2.6% | Added |
| Trust Co of Virginia | 54,881 | $2.31M | 0.25% | +175+0.3% | Added |
| Stratos Wealth Partners, LTD. | 55,203 | $2.32M | 0.05% | +3,873+7.5% | Added |
| Axxcess Wealth Management, LLC | 55,546 | $2.34M | 0.08% | +41,432+293.6% | Added |
| KMG Fiduciary Partners, LLC | 55,587 | $2.34M | 0.31% | +1,572+2.9% | Added |
| Bogart Wealth, LLC | 55,902 | $2.35M | 0.15% | +370+0.7% | Added |
| Manhattan West Asset Management, LLC | 56,314 | $2.37M | 0.73% | +10,065+21.8% | Added |
| SeaCrest Wealth Management, LLC | 56,507 | $2.38M | 0.31% | −911−1.6% | Reduced |
| Verus Financial Partners, Inc. | 55,709 | $2.38M | 0.31% | +359+0.6% | Added |
| Ci Investments Inc. | 56,562 | $2.38M | 0.01% | +1,562+2.8% | Added |
| Allworth Financial LP | 56,562 | $2.38M | 0.02% | +311+0.6% | Added |
| Marcum Wealth, LLC | 56,563 | $2.38M | 0.29% | −3,264−5.5% | Reduced |
| 3Chopt Investment Partners, LLC | 55,367 | $2.38M | 1.41% | +4,178+8.2% | Added |
| HBW Advisory Services LLC | 56,661 | $2.38M | 0.50% | +22,958+68.1% | Added |
| Wintrust Investments LLC | 57,583 | $2.42M | 0.25% | +742+1.3% | Added |
| Bridges Investment Management Inc | 57,707 | $2.43M | 0.09% | −1,050−1.8% | Reduced |
| ProVise Management Group, LLC | 57,898 | $2.43M | 0.23% | +496+0.9% | Added |
| Convergence Investment Partners, LLC | 57,963 | $2.44M | 1.44% | −2,079−3.5% | Reduced |
| Pitcairn Co | 57,968 | $2.44M | 0.20% | +10,653+22.5% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 58,143 | $2.44M | 2.06% | +253+0.4% | Added |
| Tiaa Trust, National Association | 58,273 | $2.45M | 0.01% | +58,273 | New |
| Financial Partners Group, LLC | 58,365 | $2.45M | 1.18% | +10,609+22.2% | Added |
| Tudor Investment Corp Et Al | 58,692 | $2.47M | 0.04% | +38,308+187.9% | Added |
| Fred Alger Management, LLC | 58,854 | $2.47M | 0.01% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 58,968 | $2.48M | 0.71% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 59,068 | $2.48M | 1.68% | −54−0.1% | Reduced |
| Hancock Whitney Corp | 60,281 | $2.53M | 0.10% | −229−0.4% | Reduced |
| Capital Investment Advisory Services, LLC | 60,552 | $2.55M | 0.25% | +7,851+14.9% | Added |
| Dana Investment Advisors, Inc. | 61,005 | $2.57M | 0.13% | +2,646+4.5% | Added |
| LVW Advisors, LLC | 61,088 | $2.57M | 0.55% | −29,055−32.2% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 60,350 | $2.58M | 2.08% | +41,937+227.8% | Added |
| DoubleLine ETF Adviser LP | 61,297 | $2.58M | 0.92% | +61,297 | New |
| Bryn Mawr Trust Co | 61,454 | $2.58M | 0.11% | −929−1.5% | Reduced |
| Associated Banc-Corp | 61,632 | $2.59M | 0.10% | −1,813−2.9% | Reduced |
| Haverford Trust Co | 62,120 | $2.61M | 0.03% | +251+0.4% | Added |
| Level Four Advisory Services, LLC | 62,467 | $2.63M | 0.17% | −4,102−6.2% | Reduced |
| Verdence Capital Advisors LLC | 63,009 | $2.65M | 0.29% | +1,521+2.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 63,238 | $2.66M | 0.21% | −840−1.3% | Reduced |
| Federated Hermes, Inc. | 63,282 | $2.66M | 0.01% | −972−1.5% | Reduced |
| Ossiam | 63,291 | $2.66M | 0.05% | +15,380+32.1% | Added |
| DFPG Investments, LLC | 67,450 | $2.71M | 0.25% | +2,144+3.3% | Added |
| Park Avenue Securities LLC | 65,101 | $2.74M | 0.04% | −1,837−2.7% | Reduced |
| Fernwood Investment Management, LLC | 65,557 | $2.76M | 0.99% | −45−0.1% | Reduced |
| Contrarius Investment Management Ltd | 65,832 | $2.77M | 0.16% | −2,531−3.7% | Reduced |
| Capital Square, LLC | 64,352 | $2.77M | 3.74% | +1,983+3.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 64,854 | $2.79M | 0.19% | −8,029−11.0% | Reduced |
| iA Global Asset Management Inc. | 66,376 | $2.79M | 0.07% | −4,868−6.8% | Reduced |
| TD Waterhouse Canada Inc. | 64,265 | $2.83M | 0.03% | +922+1.5% | Added |
| CX Institutional | 67,227 | $2.83M | 0.16% | +50,683+306.4% | Added |
| Arnhold LLC | 67,695 | $2.85M | 0.34% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 67,727 | $2.85M | 0.14% | −16,094−19.2% | Reduced |
| Aviva PLC | 68,110 | $2.86M | 0.01% | −489−0.7% | Reduced |
| Sepio Capital, LP | 68,130 | $2.86M | 0.25% | −3,026−4.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 71,163 | $2.87M | 1.02% | +868+1.2% | Added |
| Clark Estates Inc | 68,400 | $2.88M | 0.52% | +6,600+10.7% | Added |
| Pekin Hardy Strauss, Inc. | 68,693 | $2.89M | 0.46% | −201−0.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 69,197 | $2.91M | 1.51% | +69,197 | New |
| Norinchukin Bank, The | 69,487 | $2.92M | 0.07% | −84,102−54.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 69,762 | $2.93M | 0.04% | −4,230−5.7% | Reduced |
| Cornercap Investment Counsel Inc | 69,957 | $2.94M | 0.54% | +6,230+9.8% | Added |
| Advisor Partners II, LLC | 70,493 | $2.96M | 0.12% | +6,720+10.5% | Added |
| Group One Trading, L.P. | 71,203 | $2.99M | 0.12% | +4,913+7.4% | Added |
| Avantax Planning Partners, Inc. | 71,935 | $3.02M | 0.13% | −699−1.0% | Reduced |
| WSFS Capital Management, LLC | 72,250 | $3.04M | 0.20% | +72,250 | New |
| Jarislowsky, Fraser Ltd | 72,300 | $3.04M | 0.02% | −17,300−19.3% | Reduced |
| Panagora Asset Management Inc | 72,688 | $3.06M | 0.02% | +230.0% | Added |