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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Bank of Montreal | 3,247,608 | $168.9M | 0.10% | +743,228+29.7% | Added |
| Mackenzie Financial Corp | 4,126,996 | $169.7M | 0.29% | +238,450+6.1% | Added |
| LSV Asset Management | 4,064,043 | $170.9M | 0.40% | +504,926+14.2% | Added |
| Price T Rowe Associates Inc | 4,070,353 | $171.2M | 0.03% | −1,006,817−19.8% | Reduced |
| Wells Fargo & Company | 4,402,337 | $185.1M | 0.06% | −289,886−6.2% | Reduced |
| Nuveen Asset Management, LLC | 4,404,080 | $185.2M | 0.07% | −30,775−0.7% | Reduced |
| UBS Asset Management Americas Inc | 4,582,013 | $192.7M | 0.09% | +485,652+11.9% | Added |
| AQR Capital Management LLC | 4,710,670 | $198.1M | 0.41% | +1,653,455+54.1% | Added |
| FIL Ltd | 4,723,000 | $198.6M | 0.23% | −147,604−3.0% | Reduced |
| Truist Financial Corp | 4,762,934 | $200.3M | 0.34% | +337,548+7.6% | Added |
| Dimensional Fund Advisors LP | 4,949,338 | $208.1M | 0.07% | −40,610−0.8% | Reduced |
| London Co of Virginia | 5,598,466 | $235.4M | 1.41% | −193,509−3.3% | Reduced |
| Swiss National Bank | 5,741,600 | $241.4M | 0.19% | −709,400−11.0% | Reduced |
| Barclays PLC | 6,464,930 | $271.9M | 0.18% | +1,038,408+19.1% | Added |
| First Trust Advisors LP | 7,139,259 | $300.2M | 0.36% | −343,956−4.6% | Reduced |
| Putnam Investments LLC | 7,423,817 | $312.2M | 0.47% | +2,339,228+46.0% | Added |
| Royal Bank of Canada | 7,805,679 | $328.2M | 0.10% | −32,119−0.4% | Reduced |
| JPMorgan Chase & Co | 7,881,931 | $331.4M | 0.04% | +917,904+13.2% | Added |
| Pacer Advisors, Inc. | 7,916,357 | $332.9M | 1.28% | +1,484,977+23.1% | Added |
| Fayez Sarofim & Co | 7,987,350 | $335.9M | 1.13% | −1,710,241−17.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 8,810,171 | $370.5M | 0.45% | +1,258,638+16.7% | Added |
| Ameriprise Financial Inc | 9,174,355 | $381.3M | 0.13% | +722,258+8.5% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 9,619,982 | $404.5M | 0.79% | +2,415,011+33.5% | Added |
| Legal & General Group Plc | 9,797,272 | $412.0M | 0.14% | −492,101−4.8% | Reduced |
| Invesco Ltd. | 11,319,704 | $476.0M | 0.13% | −307,056−2.6% | Reduced |
| Goldman Sachs Group Inc | 11,522,612 | $484.5M | 0.12% | +2,546,658+28.4% | Added |
| Capital International Investors | 11,890,583 | $500.0M | 0.13% | −2,307,565−16.3% | Reduced |
| Capital Research Global Investors | 13,037,216 | $548.2M | 0.15% | −21,607,509−62.4% | Reduced |
| Bank of America Corp | 13,774,757 | $579.2M | 0.07% | −225,330−1.6% | Reduced |
| Northern Trust Corp | 16,609,568 | $698.4M | 0.14% | +42,490+0.3% | Added |
| Bank of New York Mellon Corp | 17,310,498 | $727.9M | 0.16% | −583,948−3.3% | Reduced |
| Morgan Stanley | 18,344,323 | $771.4M | 0.08% | −78,977−0.4% | Reduced |
| FMR LLC | 20,738,897 | $872.1M | 0.08% | −528,358−2.5% | Reduced |
| Geode Capital Management, LLC | 37,806,471 | $1.59B | 0.19% | +781,438+2.1% | Added |
| Charles Schwab Investment Management Inc | 44,456,064 | $1.86B | 0.53% | +840,559+1.9% | Added |
| State Street Corp | 68,298,386 | $2.94B | 0.16% | −2,266,143−3.2% | Reduced |
| Capital World Investors | 87,843,088 | $3.69B | 0.73% | −8,558,857−8.9% | Reduced |
| BlackRock Inc. | 127,183,898 | $5.35B | 0.15% | +8,124,252+6.8% | Added |
| Vanguard Group Inc | 159,871,948 | $6.72B | 0.17% | −1,240,915−0.8% | Reduced |
| Sofos Investments, Inc. | 703 | – | – | +666+1,800.0% | Added |
| Quilter Plc | 25,634 | – | – | +509+2.0% | Added |
| Kingswood Wealth Advisors, LLC | 6,854 | – | – | +6,854 | New |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −3,960−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −580,407−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −500,321−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −472,287−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −259,959−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −134,986−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −117,194−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −112,412−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −99,965−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −92,239−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −88,300−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −83,162−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −82,442−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −75,489−100.0% | Sold out |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −72,806−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −68,169−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −67,607−100.0% | Sold out |
| Bronte Capital Management Pty Ltd. | 0 | $0 | 0.00% | −62,674−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −57,498−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −38,525−100.0% | Sold out |
| Elevated Capital Advisors, LLC | 0 | $0 | 0.00% | −35,280−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −132,359−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −32,485−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −31,990−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −31,016−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −30,017−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −26,738−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −26,248−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −25,567−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −23,573−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −22,833−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −19,025−100.0% | Sold out |
| Sonen Capital LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −14,532−100.0% | Sold out |
| Mint Tower Capital Management B.V. | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −13,555−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −12,915−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −12,789−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −11,510−100.0% | Sold out |
| Trust Co of Oklahoma | 0 | $0 | 0.00% | −11,545−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −10,690−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −9,638−100.0% | Sold out |
| Luts & Greenleigh Group, Inc | 0 | $0 | 0.00% | −7,947−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,287−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −6,649−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −6,598−100.0% | Sold out |
| Channel Wealth LLC | 0 | $0 | 0.00% | −6,434−100.0% | Sold out |
| Souders Financial Advisors | 0 | $0 | 0.00% | −6,286−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −6,165−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −6,103−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −6,045−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −5,557−100.0% | Sold out |
| Appleton Partners Inc | 0 | $0 | 0.00% | −5,549−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −5,459−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −5,428−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −5,096−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −5,307−100.0% | Sold out |
| Corrigan Financial, Inc. | 0 | $0 | 0.00% | −5,294−100.0% | Sold out |