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 |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 118,072 | $4.96M | 0.59% | −1,916−1.6% | Reduced |
| Aptus Capital Advisors, LLC | 118,338 | $4.98M | 0.15% | −5,527−4.5% | Reduced |
| Investment Management Associates Inc | 119,222 | $5.01M | 2.09% | −965−0.8% | Reduced |
| KBC Group NV | 120,083 | $5.05M | 0.02% | +5,517+4.8% | Added |
| Claybrook Capital, LLC | 120,458 | $5.07M | 2.90% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 121,625 | $5.11M | 2.95% | +4,577+3.9% | Added |
| CWA Asset Management Group, LLC | 122,100 | $5.13M | 0.38% | −7,912−6.1% | Reduced |
| Hartford Investment Management Co | 123,324 | $5.19M | 0.21% | −4,236−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 124,734 | $5.25M | 0.06% | −268−0.2% | Reduced |
| Virtu Financial LLC | 125,753 | $5.29M | 0.53% | +125,753 | New |
| Strategic Investment Solutions, Inc. | 120,446 | $5.32M | 0.07% | +118,536+6,206.1% | Added |
| Sigma Planning Corp | 127,261 | $5.35M | 0.20% | −5,054−3.8% | Reduced |
| Securian Asset Management, Inc | 127,349 | $5.36M | 0.16% | −20,395−13.8% | Reduced |
| Savoir Faire Capital Management, L.P. | 127,887 | $5.38M | 2.98% | +127,887 | New |
| Hyman Charles D | 129,685 | $5.45M | 0.35% | −1,936−1.5% | Reduced |
| Stratos Wealth Advisors, LLC | 130,660 | $5.49M | 0.36% | +80,404+160.0% | Added |
| Meitav Dash Investments Ltd | 129,632 | $5.51M | 0.09% | −278,874−68.3% | Reduced |
| Squarepoint Ops LLC | 131,078 | $5.51M | 0.03% | −99,380−43.1% | Reduced |
| LVM Capital Management Ltd | 131,449 | $5.53M | 0.78% | +325+0.2% | Added |
| Nomura Holdings Inc | 131,798 | $5.54M | 0.06% | +28,082+27.1% | Added |
| Rafferty Asset Management, LLC | 132,209 | $5.56M | 0.03% | +12,802+10.7% | Added |
| Valley National Advisers Inc | 132,312 | $5.56M | 0.97% | −6,196−4.5% | Reduced |
| Independent Advisor Alliance | 134,482 | $5.65M | 0.26% | +7,374+5.8% | Added |
| Windle Wealth, LLC | 134,928 | $5.67M | 4.23% | +5,975+4.6% | Added |
| Jacobs Levy Equity Management, Inc | 135,398 | $5.69M | 0.03% | −2,405,112−94.7% | Reduced |
| Capital Management Corp | 136,803 | $5.75M | 1.30% | +135+0.1% | Added |
| Maryland State Retirement & Pension System | 137,575 | $5.79M | 0.13% | +1,122+0.8% | Added |
| Kingsview Wealth Management, LLC | 138,182 | $5.81M | 0.21% | +18,376+15.3% | Added |
| Kennon-Green & Company, LLC | 138,292 | $5.82M | 5.77% | −576−0.4% | Reduced |
| Central Trust Co | 139,387 | $5.86M | 0.17% | −210.0% | Reduced |
| Vestcor Inc | 139,752 | $5.88M | 0.22% | +50,142+56.0% | Added |
| Trexquant Investment LP | 140,866 | $5.92M | 0.15% | +140,866 | New |
| Kentucky Retirement Systems | 141,640 | $5.96M | 0.21% | −1,881−1.3% | Reduced |
| Insight Folios Inc | 144,568 | $6.08M | 2.97% | −14,742−9.3% | Reduced |
| Inlet Private Wealth, LLC | 144,694 | $6.08M | 2.00% | −78,352−35.1% | Reduced |
| Great Valley Advisor Group, Inc. | 145,049 | $6.10M | 0.25% | −9,114−5.9% | Reduced |
| Crossmark Global Holdings, Inc. | 144,759 | $6.15M | 0.14% | +4,144+2.9% | Added |
| Stony Point Wealth Management Inc. | 145,999 | $6.23M | 3.24% | +747+0.5% | Added |
| Toroso Investments, LLC | 149,149 | $6.27M | 0.19% | +38,954+35.4% | Added |
| Atria Wealth Solutions, Inc. | 148,969 | $6.28M | 0.09% | +2,747+1.9% | Added |
| Daiwa Securities Group Inc. | 150,130 | $6.31M | 0.04% | +10,117+7.2% | Added |
| Viking Fund Management LLC | 151,300 | $6.36M | 1.28% | +15,300+11.3% | Added |
| Pathstone Family Office, LLC | 151,695 | $6.42M | 0.05% | +83,167+121.4% | Added |
| Sather Financial Group Inc | 155,600 | $6.54M | 0.54% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 156,090 | $6.56M | 1.54% | +4,008+2.6% | Added |
| Keybank National Association | 156,916 | $6.60M | 0.03% | −5,796−3.6% | Reduced |
| Auxier Asset Management | 157,297 | $6.61M | 1.13% | −2,534−1.6% | Reduced |
| Bard Financial Services, Inc. | 160,167 | $6.74M | 0.83% | +2,960+1.9% | Added |
| Private Advisor Group, LLC | 161,025 | $6.77M | 0.06% | −4,957−3.0% | Reduced |
| Greylin Investment Mangement Inc | 161,224 | $6.78M | 1.22% | +12,565+8.5% | Added |
| Visionary Wealth Advisors | 161,877 | $6.81M | 0.55% | +3,068+1.9% | Added |
| British Columbia Investment Management Corp | 162,329 | $6.83M | 0.06% | +1,255+0.8% | Added |
| Gotham Asset Management, LLC | 164,471 | $6.92M | 0.14% | −40,741−19.9% | Reduced |
| NorthRock Partners, LLC | 165,900 | $6.98M | 0.73% | +21,086+14.6% | Added |
| Kestra Private Wealth Services, LLC | 169,501 | $7.13M | 0.22% | +1,647+1.0% | Added |
| Newport Trust Co | 170,103 | $7.15M | 0.02% | −1,262−0.7% | Reduced |
| Granite Bay Wealth Management, LLC | 162,036 | $7.16M | 0.07% | +162,036 | New |
| Intact Investment Management Inc. | 170,600 | $7.17M | 0.31% | 00.0% | Unchanged |
| Huntington National Bank | 172,501 | $7.25M | 0.07% | −12,455−6.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 172,962 | $7.27M | 0.33% | +3,494+2.1% | Added |
| Old National Bancorp | 177,079 | $7.45M | 0.22% | +7,157+4.2% | Added |
| Brinker Capital Investments, LLC | 178,835 | $7.52M | 0.09% | −16,310−8.4% | Reduced |
| Orion Portfolio Solutions, LLC | 178,835 | $7.52M | 0.09% | −16,310−8.4% | Reduced |
| Capstone Investment Advisors, LLC | 179,528 | $7.55M | 0.20% | +119,920+201.2% | Added |
| Busey Wealth Management | 179,952 | $7.57M | 0.32% | +1,815+1.0% | Added |
| Miller Howard Investments Inc | 180,000 | $7.57M | 0.28% | 00.0% | Unchanged |
| CWM, LLC | 180,436 | $7.59M | 0.05% | +29,341+19.4% | Added |
| Element Capital Management LLC | 182,371 | $7.67M | 0.68% | −35,862−16.4% | Reduced |
| Walleye Trading LLC | 183,144 | $7.70M | 0.18% | +105,107+134.7% | Added |
| Snowden Capital Advisors LLC | 185,046 | $7.78M | 0.33% | −37,506−16.9% | Reduced |
| Yousif Capital Management, LLC | 186,757 | $7.85M | 0.10% | −4,157−2.2% | Reduced |
| Thornburg Investment Management Inc | 187,900 | $7.90M | 0.13% | −35,300−15.8% | Reduced |
| Public Sector Pension Investment Board | 190,091 | $7.99M | 0.06% | +19,108+11.2% | Added |
| GWM Advisors LLC | 190,359 | $8.00M | 0.09% | +26,197+16.0% | Added |
| Xponance, Inc. | 192,916 | $8.11M | 0.11% | −5,219−2.6% | Reduced |
| Wealthfront Advisers LLC | 193,546 | $8.14M | 0.04% | +23,635+13.9% | Added |
| ARS Wealth Advisors Group, LLC | 196,933 | $8.28M | 1.36% | −1,523−0.8% | Reduced |
| Northern Oak Wealth Management Inc | 197,100 | $8.29M | 1.03% | +1,077+0.5% | Added |
| SG Americas Securities, LLC | 197,615 | $8.31M | 0.11% | +130,558+194.7% | Added |
| Churchill Management Corp | 199,085 | $8.37M | 0.14% | −13,747−6.5% | Reduced |
| Callodine Capital Management, LP | 200,000 | $8.41M | 2.34% | +50,000+33.3% | Added |
| GAM Holding AG | 201,248 | $8.46M | 0.62% | +313+0.2% | Added |
| Cresset Asset Management, LLC | 197,620 | $8.48M | 0.06% | +56,680+40.2% | Added |
| Illinois Municipal Retirement Fund | 205,559 | $8.64M | 0.16% | +23,902+13.2% | Added |
| Nissay Asset Management Corp | 205,697 | $8.65M | 0.08% | +6,453+3.2% | Added |
| Cedar Wealth Management, LLC | 205,804 | $8.65M | 3.42% | −6,681−3.1% | Reduced |
| Dean Investment Associates, LLC | 207,098 | $8.71M | 1.43% | +1,193+0.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 207,239 | $8.71M | 0.14% | +8,894+4.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 207,731 | $8.74M | 1.86% | +8,418+4.2% | Added |
| Steel Peak Wealth Management LLC | 206,810 | $8.77M | 0.55% | +176,292+577.7% | Added |
| Artemis Investment Management LLP | 208,843 | $8.78M | 0.12% | −5,652−2.6% | Reduced |
| Janus Henderson Group PLC | 210,329 | $8.85M | 0.01% | −124,194−37.1% | Reduced |
| Systematic Alpha Investments, LLC | 212,638 | $8.94M | 0.45% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 214,028 | $9.00M | 0.78% | +13,111+6.5% | Added |
| Advisory Services Network, LLC | 214,180 | $9.01M | 0.24% | −25,838−10.8% | Reduced |
| Benedict Financial Advisors Inc | 216,503 | $9.10M | 2.63% | +1,939+0.9% | Added |
| Oppenheimer & Co Inc | 217,313 | $9.14M | 0.19% | −7,656−3.4% | Reduced |
| Pinnacle Financial Partners Inc | 217,948 | $9.16M | 0.24% | −41,358−15.9% | Reduced |
| Brown Advisory Inc | 219,024 | $9.21M | 0.02% | −2,375−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 224,919 | $9.46M | 0.02% | +114,376+103.5% | Added |