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 |
|---|---|---|---|---|---|
| Mizuho Securities Co. Ltd. | 750 | $31.5K | 0.15% | +750 | New |
| Cornerstone Planning Group LLC | 756 | $31.8K | 0.01% | −455−37.6% | Reduced |
| Park Place Capital Corp | 768 | $32.3K | 0.01% | −1,893−71.1% | Reduced |
| Covestor Ltd | 782 | $33.0K | 0.02% | −252−24.4% | Reduced |
| Intelligent Financial Strategies | 800 | $34.4K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 837 | $35.0K | 0.01% | +16+1.9% | Added |
| Islay Capital Management, LLC | 842 | $35.4K | 0.03% | −637−43.1% | Reduced |
| CGC Financial Services, LLC | 850 | $35.7K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 860 | $36.2K | 0.01% | +4+0.5% | Added |
| Newton One Investments LLC | 882 | $37.1K | 0.02% | +18+2.1% | Added |
| Ulland Investment Advisors, LLC | 912 | $38.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 915 | $38.0K | 0.03% | +369+67.6% | Added |
| Founders Capital Management | 934 | $39.3K | 0.03% | −212−18.5% | Reduced |
| Earnest Partners LLC | 940 | $39.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 954 | $40.1K | 0.01% | −91−8.7% | Reduced |
| Providence Capital Advisors, LLC | 961 | $40.4K | 0.01% | +48+5.3% | Added |
| True Wealth Design, LLC | 985 | $41.4K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,008 | $42.4K | 0.01% | +588+140.0% | Added |
| Northwest Capital Management Inc | 1,026 | $43.1K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,052 | $44.3K | 0.00% | +21+2.0% | Added |
| Wolff Wiese Magana LLC | 1,069 | $45.0K | 0.04% | −213−16.6% | Reduced |
| Rosenberg Matthew Hamilton | 1,073 | $45.1K | 0.02% | −172−13.8% | Reduced |
| Quent Capital, LLC | 1,077 | $45.3K | 0.01% | −204−15.9% | Reduced |
| Spotlight Asset Group, Inc. | 1,096 | $46.1K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,117 | $47.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,142 | $48.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 1,160 | $48.8K | 0.01% | −66−5.4% | Reduced |
| First PREMIER Bank | 1,190 | $50.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,202 | $50.0K | 0.04% | 00.0% | Unchanged |
| Peoples Bank | 1,194 | $50.2K | 0.04% | +1,194 | New |
| Investment Research & Advisory Group, Inc. | 1,197 | $50.3K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,200 | $50.5K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 1,200 | $50.5K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,214 | $51.0K | 0.02% | +34+2.9% | Added |
| West Branch Capital LLC | 1,215 | $51.1K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,220 | $51.3K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,220 | $51.3K | 0.02% | +1,220 | New |
| Oliver Lagore Vanvalin Investment Group | 1,268 | $53.3K | 0.02% | +202+18.9% | Added |
| Costello Asset Management, INC | 1,300 | $54.7K | 0.05% | 00.0% | Unchanged |
| Granite FO LLC | 1,302 | $54.7K | 0.04% | −1,698−56.6% | Reduced |
| Tucker Asset Management LLC | 1,320 | $55.5K | 0.01% | +50+3.9% | Added |
| First Community Trust NA | 1,330 | $55.9K | 0.06% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,340 | $56.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,353 | $56.9K | 0.02% | +28+2.1% | Added |
| Stone House Investment Management, LLC | 1,363 | $57.3K | 0.02% | +27+2.0% | Added |
| Global Trust Asset Management, LLC | 1,364 | $57.4K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,424 | $60.0K | 0.03% | +324+29.5% | Added |
| Timber Creek Capital Management LLC | 1,440 | $60.6K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,444 | $60.7K | 0.02% | −232−13.8% | Reduced |
| Bell Investment Advisors, Inc | 1,444 | $60.7K | 0.01% | +894+162.5% | Added |
| Barrett & Company, Inc. | 1,447 | $60.8K | 0.04% | −250−14.7% | Reduced |
| Thompson Investment Management, Inc. | 1,464 | $61.6K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,500 | $63.1K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,500 | $63.1K | 0.03% | +900+150.0% | Added |
| Perkins Coie Trust Co | 1,515 | $63.7K | 0.02% | +1,207+391.9% | Added |
| Horizon Bancorp Inc | 1,512 | $64.0K | 0.04% | −2,260−59.9% | Reduced |
| Castleview Partners, LLC | 1,525 | $64.1K | 0.06% | +1,142+298.2% | Added |
| Rock Creek Group, LP | 1,530 | $64.3K | 0.01% | −360−19.0% | Reduced |
| New England Capital Financial Advisors LLC | 1,540 | $64.8K | 0.04% | +28+1.9% | Added |
| Hoese & Co LLP | 1,600 | $67.3K | 0.07% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,600 | $67.3K | 0.03% | +1,600 | New |
| S.A. Mason LLC | 1,650 | $69.4K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,719 | $72.3K | 0.03% | −5−0.3% | Reduced |
| Carolina Wealth Advisors, LLC | 1,725 | $72.5K | 0.04% | +1,500+666.7% | Added |
| Pacific Center for Financial Services | 1,732 | $72.8K | 0.02% | 00.0% | Unchanged |
| Headinvest, LLC | 1,782 | $74.1K | 0.02% | +1,782 | New |
| Tacita Capital Inc | 1,790 | $75.3K | 0.06% | +430+31.6% | Added |
| Albion Financial Group | 1,846 | $77.6K | 0.01% | +10+0.5% | Added |
| Coppell Advisory Solutions LLC | 1,705 | $77.9K | 0.03% | −1,312−43.5% | Reduced |
| Atticus Wealth Management, LLC | 1,870 | $78.6K | 0.03% | −162−8.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,882 | $79.1K | 0.01% | −85−4.3% | Reduced |
| Kelly Financial Services LLC | 1,905 | $80.1K | 0.04% | −243−11.3% | Reduced |
| Motco | 1,935 | $81.4K | 0.01% | −381−16.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,946 | $81.8K | 0.04% | −553−22.1% | Reduced |
| Avion Wealth | 2,044 | $85.0K | 0.02% | +158+8.4% | Added |
| Sanctuary Wealth Management, L.L.C. | 2,055 | $86.4K | 0.09% | +41+2.0% | Added |
| Missouri Trust & Investment Co | 2,100 | $88.3K | 0.04% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2,182 | $91.8K | 0.04% | −473−17.8% | Reduced |
| Highlander Capital Management, LLC | 2,237 | $94.0K | 0.04% | +49+2.2% | Added |
| FSC Wealth Advisors, LLC | 2,242 | $94.3K | 0.10% | +22+1.0% | Added |
| Norwood Financial Corp | 2,281 | $95.9K | 0.16% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,270 | $98.0K | 0.11% | −80−3.4% | Reduced |
| Field & Main Bank | 2,400 | $100.9K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,373 | $102.1K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,485 | $104.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 2,481 | $104.3K | 0.09% | −174−6.6% | Reduced |
| Central Bank & Trust Co | 2,500 | $105.1K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 2,508 | $105.5K | 0.09% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,511 | $105.6K | 0.05% | −50−2.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,520 | $106.0K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,573 | $108.2K | 0.01% | −798−23.7% | Reduced |
| American National Bank | 2,637 | $110.9K | 0.02% | −832−24.0% | Reduced |
| Venturi Wealth Management, LLC | 2,731 | $114.8K | 0.01% | +107+4.1% | Added |
| Slocum, Gordon & Co LLP | 2,750 | $115.6K | 0.10% | −200−6.8% | Reduced |
| CNB Bank | 2,769 | $116.4K | 0.07% | −100−3.5% | Reduced |
| Sittner & Nelson, LLC | 2,774 | $116.6K | 0.07% | +22+0.8% | Added |
| Bank of New Hampshire | 2,820 | $118.6K | 0.04% | 00.0% | Unchanged |
| West Oak Capital, LLC | 2,840 | $119.0K | 0.06% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,895 | $121.7K | 0.01% | −530−15.5% | Reduced |
| Cypress Capital Management LLC (WY) | 2,900 | $121.9K | 0.14% | 00.0% | Unchanged |