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
- 1,842
- −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
- 718 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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 73,247 | $3.08M | 0.85% | 00.0% | Unchanged |
| Glenview Trust Co | 73,388 | $3.09M | 0.09% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 73,423 | $3.09M | 0.16% | −4,367−5.6% | Reduced |
| Epoch Investment Partners, Inc. | 73,457 | $3.09M | 0.02% | −459−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 74,049 | $3.11M | 0.15% | +2,692+3.8% | Added |
| Heritage Investors Management Corp | 74,112 | $3.12M | 0.13% | −194−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 74,269 | $3.12M | 0.06% | +12,986+21.2% | Added |
| KPP Advisory Services LLC | 74,381 | $3.13M | 1.03% | +74,381 | New |
| Hollencrest Capital Management | 74,480 | $3.13M | 0.35% | +1,047+1.4% | Added |
| Apollon Wealth Management, LLC | 75,597 | $3.18M | 0.16% | −4,785−6.0% | Reduced |
| IFP Advisors, Inc | 75,651 | $3.18M | 0.14% | −6,717−8.2% | Reduced |
| Aua Capital Management, LLC | 75,724 | $3.18M | 2.30% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 75,959 | $3.19M | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 76,247 | $3.21M | 0.57% | +2,106+2.8% | Added |
| Cypress Capital Group | 76,496 | $3.22M | 0.46% | −2,348−3.0% | Reduced |
| Cornerstone Advisors, LLC | 77,300 | $3.25M | 0.15% | +77,300 | New |
| Global Retirement Partners, LLC | 78,302 | $3.26M | 0.16% | −13,358−14.6% | Reduced |
| Mechanics Bank Trust Department | 77,744 | $3.27M | 0.55% | −1,397−1.8% | Reduced |
| Slagle Financial, LLC | 77,808 | $3.27M | 2.01% | +7,718+11.0% | Added |
| Bluefin Capital Management, LLC | 78,800 | $3.31M | 0.29% | −4,900−5.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 79,201 | $3.33M | 0.34% | −296−0.4% | Reduced |
| Merit Financial Group, LLC | 79,430 | $3.34M | 0.11% | −6,099−7.1% | Reduced |
| Stokes Family Office, LLC | 80,268 | $3.38M | 0.40% | −4,868−5.7% | Reduced |
| Baldwin Brothers Inc | 80,835 | $3.40M | 0.29% | −11,926−12.9% | Reduced |
| Capital International Inc | 81,512 | $3.43M | 0.07% | −57,172−41.2% | Reduced |
| CFM Wealth Partners LLC | 81,638 | $3.43M | 0.90% | +727+0.9% | Added |
| Good Life Advisors, LLC | 81,691 | $3.44M | 0.39% | +3,460+4.4% | Added |
| Financial Security Advisor, Inc. | 80,170 | $3.45M | 1.59% | +80,170 | New |
| Freestone Capital Holdings, LLC | 82,580 | $3.47M | 0.18% | +11,099+15.5% | Added |
| Ascent Group, LLC | 86,649 | $3.48M | 0.38% | +140+0.2% | Added |
| Van Eck Associates Corp | 83,352 | $3.50M | 0.01% | −5,504−6.2% | Reduced |
| Altrius Capital Management Inc | 83,374 | $3.51M | 1.04% | +2,582+3.2% | Added |
| Argent Trust Co | 83,738 | $3.52M | 0.19% | +1,819+2.2% | Added |
| Johnson Investment Counsel Inc | 84,930 | $3.57M | 0.05% | +17,530+26.0% | Added |
| Scotia Capital Inc. | 85,534 | $3.60M | 0.03% | −1,560−1.8% | Reduced |
| Formidable Asset Management, LLC | 85,933 | $3.61M | 0.80% | +5,108+6.3% | Added |
| Texas Yale Capital Corp. | 86,268 | $3.63M | 0.16% | −3,335−3.7% | Reduced |
| Stephens Inc | 86,627 | $3.64M | 0.07% | −1,410−1.6% | Reduced |
| JustInvest LLC | 87,630 | $3.68M | 0.11% | +8,037+10.1% | Added |
| Park Circle Co | 88,050 | $3.70M | 3.49% | +23,300+36.0% | Added |
| Whittier Trust Co of Nevada Inc | 88,419 | $3.72M | 0.13% | −229−0.3% | Reduced |
| SYSTM Wealth Solutions LLC | 88,698 | $3.73M | 0.57% | −194−0.2% | Reduced |
| Highland Capital Management, LLC | 89,633 | $3.77M | 0.26% | −6,890−7.1% | Reduced |
| Heritage Wealth Advisors | 89,681 | $3.77M | 0.21% | +2,573+3.0% | Added |
| Lowe Brockenbrough & Co Inc | 87,745 | $3.78M | 0.29% | −190−0.2% | Reduced |
| Tectonic Advisors LLC | 90,096 | $3.79M | 0.36% | +12,910+16.7% | Added |
| Synergy Financial Management, LLC | 90,353 | $3.80M | 0.75% | +80,256+794.8% | Added |
| Annex Advisory Services, LLC | 90,677 | $3.81M | 0.23% | +1,581+1.8% | Added |
| Stock Yards Bank & Trust Co | 90,979 | $3.83M | 0.15% | −7,701−7.8% | Reduced |
| Los Angeles Capital Management LLC | 91,180 | $3.83M | 0.02% | −402,298−81.5% | Reduced |
| Edmp, Inc. | 91,322 | $3.84M | 3.92% | −1,586−1.7% | Reduced |
| Brookstone Capital Management | 91,087 | $3.88M | 0.09% | +4,090+4.7% | Added |
| MainStreet Investment Advisors LLC | 92,522 | $3.89M | 0.45% | −2,229−2.4% | Reduced |
| New Mexico Educational Retirement Board | 92,895 | $3.91M | 0.17% | +6,100+7.0% | Added |
| National Asset Management, Inc. | 91,794 | $3.95M | 0.11% | −11,466−11.1% | Reduced |
| Tower Research Capital LLC (TRC) | 93,977 | $3.95M | 0.12% | +1,584+1.7% | Added |
| M&G Investment Management Ltd | 94,861 | $3.98M | 0.03% | +10,881+13.0% | Added |
| Venture Visionary Partners LLC | 95,142 | $4.00M | 0.24% | +2,567+2.8% | Added |
| WBI Investments | 95,164 | $4.00M | 0.81% | −72,693−43.3% | Reduced |
| MAI Capital Management | 95,347 | $4.01M | 0.06% | +5,858+6.5% | Added |
| Grassi Investment Management | 95,386 | $4.01M | 0.46% | 00.0% | Unchanged |
| Rbo & Co LLC | 95,588 | $4.02M | 0.73% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 96,307 | $4.05M | 0.12% | +8,545+9.7% | Added |
| Coston, McIsaac & Partners | 96,420 | $4.05M | 1.54% | +6,021+6.7% | Added |
| Shilanski & Associates, Inc. | 95,751 | $4.08M | 1.67% | +3,971+4.3% | Added |
| Baugh & Associates, LLC | 97,539 | $4.10M | 2.57% | +7,806+8.7% | Added |
| Hantz Financial Services, Inc. | 98,210 | $4.13M | 0.10% | +1,858+1.9% | Added |
| Meyer Handelman Co | 98,832 | $4.16M | 0.17% | +26,150+36.0% | Added |
| Susquehanna Fundamental Investments, LLC | 99,136 | $4.17M | 0.27% | −179,133−64.4% | Reduced |
| Umb Bank N A | 99,452 | $4.18M | 0.07% | −1,199−1.2% | Reduced |
| Lincoln National Corp | 99,516 | $4.18M | 0.08% | +7,117+7.7% | Added |
| Peapack Gladstone Financial Corp | 99,580 | $4.19M | 0.08% | −7,552−7.0% | Reduced |
| Fifth Third Bancorp | 100,790 | $4.24M | 0.02% | −1,122−1.1% | Reduced |
| Massmutual Trust Co FSB | 100,877 | $4.24M | 0.16% | −166−0.2% | Reduced |
| Hutner Capital Management Inc | 102,145 | $4.30M | 2.63% | −1,800−1.7% | Reduced |
| Verition Fund Management LLC | 102,450 | $4.31M | 0.06% | +79,955+355.4% | Added |
| Fluent Financial, LLC | 103,046 | $4.33M | 2.33% | +69,474+206.9% | Added |
| Ar Asset Management Inc | 103,076 | $4.33M | 1.22% | −550−0.5% | Reduced |
| Mutual Advisors, LLC | 103,260 | $4.34M | 0.17% | +5,225+5.3% | Added |
| Butensky & Cohen Financial Security, Inc | 103,487 | $4.35M | 1.58% | +4,170+4.2% | Added |
| Atria Investments LLC | 103,886 | $4.37M | 0.08% | −24,983−19.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 104,472 | $4.39M | 0.18% | −1,772−1.7% | Reduced |
| Whittier Trust Co | 106,927 | $4.50M | 0.08% | +195+0.2% | Added |
| Equitable Holdings, Inc. | 108,284 | $4.55M | 0.07% | +4,692+4.5% | Added |
| Principal Street Partners, LLC | 109,533 | $4.61M | 0.91% | −985−0.9% | Reduced |
| Louisiana State Employees Retirement System | 110,000 | $4.63M | 0.11% | −400−0.4% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 110,291 | $4.64M | 1.69% | −519−0.5% | Reduced |
| KWMG, LLC | 110,439 | $4.64M | 0.58% | +4,231+4.0% | Added |
| Johnson Financial Group, Inc. | 108,859 | $4.67M | 0.32% | −17,298−13.7% | Reduced |
| First National Trust Co | 112,007 | $4.71M | 0.22% | +38,105+51.6% | Added |
| Beacon Financial Group | 106,582 | $4.71M | 0.67% | +449+0.4% | Added |
| Regions Financial Corp | 112,880 | $4.75M | 0.04% | +390+0.3% | Added |
| Bokf, NA | 119,051 | $4.78M | 0.11% | −38,558−24.5% | Reduced |
| Sage Capital Advisors,llc | 114,011 | $4.79M | 1.76% | +742+0.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 114,030 | $4.79M | 2.40% | +3,851+3.5% | Added |
| Salomon & Ludwin, LLC | 114,707 | $4.82M | 0.50% | +6,095+5.6% | Added |
| Keystone Financial Planning, Inc. | 115,274 | $4.85M | 1.69% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 115,315 | $4.85M | 0.07% | −1,902−1.6% | Reduced |
| Sowell Financial Services LLC | 113,407 | $4.88M | 0.31% | +8,504+8.1% | Added |
| Hennessy Advisors Inc | 116,300 | $4.89M | 0.34% | −2,500−2.1% | Reduced |