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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 2,856 | $122.8K | 0.03% | −305−9.6% | Reduced |
| JFS Wealth Advisors, LLC | 2,954 | $124.2K | 0.01% | −218−6.9% | Reduced |
| GHP Investment Advisors, Inc. | 2,934 | $125.2K | 0.01% | +299+11.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $126.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,998 | $126.1K | 0.03% | −90−2.9% | Reduced |
| Sutton Wealth Advisors Inc. | 3,011 | $126.6K | 0.06% | +118+4.1% | Added |
| AlphaMark Advisors, LLC | 3,018 | $127.0K | 0.05% | +400+15.3% | Added |
| Evolution Advisers, Inc. | 3,073 | $129.0K | 0.09% | −407−11.7% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 3,100 | $130.4K | 0.00% | −1,000−24.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,103 | $130.5K | 0.03% | +178+6.1% | Added |
| Kelly Lawrence W & Associates Inc | 3,115 | $131.0K | 0.04% | +2,715+678.8% | Added |
| Aspire Private Capital, LLC | 3,116 | $131.0K | 0.04% | +20+0.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,250 | $137.0K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,330 | $140.0K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3,340 | $140.4K | 0.00% | +3,340 | New |
| Cherry Tree Wealth Management, LLC | 3,345 | $140.7K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,343 | $141.0K | 0.02% | −521−13.5% | Reduced |
| Baker Avenue Asset Management, LP | 3,404 | $143.1K | 0.01% | +1,418+71.4% | Added |
| Acima Private Wealth, LLC | 3,452 | $145.2K | 0.06% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,460 | $145.5K | 0.09% | +49+1.4% | Added |
| Foster Dykema Cabot & Co Inc | 3,500 | $147.0K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 3,509 | $147.6K | 0.09% | +11+0.3% | Added |
| Piscataqua Savings Bank | 3,547 | $149.1K | 0.13% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,566 | $150.0K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,573 | $150.2K | 0.07% | −191−5.1% | Reduced |
| Glassman Wealth Services | 3,573 | $150.3K | 0.02% | +558+18.5% | Added |
| PFS Partners, LLC | 3,583 | $150.7K | 0.13% | +372+11.6% | Added |
| JJJ Advisors Inc. | 3,502 | $150.7K | 0.04% | −82−2.3% | Reduced |
| M&R Capital Management Inc | 3,595 | $151.2K | 0.04% | −648−15.3% | Reduced |
| LGT Financial Advisors LLC | 3,600 | $151.4K | 0.19% | +3,600 | New |
| Union Savings Bank | 3,626 | $152.4K | 0.10% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 3,653 | $153.6K | 0.07% | −58−1.6% | Reduced |
| Chiron Investment Management, LLC | 3,703 | $155.7K | 0.07% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 3,730 | $156.8K | 0.17% | −101−2.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,730 | $156.9K | 0.04% | +38+1.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,750 | $157.7K | 0.13% | −349−8.5% | Reduced |
| Bellevue Asset Management, LLC | 3,792 | $159.5K | 0.11% | +11+0.3% | Added |
| Resources Management Corp | 3,795 | $160.0K | 0.03% | −430−10.2% | Reduced |
| St Germain D J Co Inc | 3,814 | $160.4K | 0.01% | −5−0.1% | Reduced |
| Cranbrook Wealth Management, LLC | 3,884 | $163.3K | 0.05% | +12+0.3% | Added |
| Carolinas Wealth Consulting LLC | 40,711 | $166.1K | 0.04% | +86+0.2% | Added |
| Key Financial Inc | 3,966 | $166.8K | 0.06% | −175−4.2% | Reduced |
| Colonial Trust Advisors | 4,056 | $170.5K | 0.02% | −1,993−32.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,119 | $173.0K | 0.13% | −228−5.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,242 | $178.4K | 0.13% | −23,228−84.6% | Reduced |
| Westside Investment Management, Inc. | 4,250 | $178.7K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 4,253 | $178.8K | 0.02% | −119−2.7% | Reduced |
| Stonebridge Capital Advisors LLC | 4,306 | $181.1K | 0.02% | −293−6.4% | Reduced |
| Community Bank, N.A. | 4,361 | $183.3K | 0.03% | −284−6.1% | Reduced |
| V-Square Quantitative Management LLC | 4,363 | $183.5K | 0.08% | +4,116+1,666.4% | Added |
| Garde Capital, Inc. | 4,387 | $184.0K | 0.02% | +30+0.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 4,473 | $188.1K | 0.05% | +80+1.8% | Added |
| EverSource Wealth Advisors, LLC | 4,492 | $188.9K | 0.02% | −542−10.8% | Reduced |
| Itau Unibanco Holding S.A. | 4,526 | $190.3K | 0.01% | +1,627+56.1% | Added |
| Blue Bell Private Wealth Management, LLC | 4,557 | $191.6K | 0.05% | −9−0.2% | Reduced |
| Sound Income Strategies, LLC | 4,599 | $193.4K | 0.02% | −33−0.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,743 | $199.0K | 0.00% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 4,756 | $200.0K | 0.02% | +10.0% | Added |
| Act Wealth Management, LLC | 4,779 | $201.0K | 0.13% | +110+2.4% | Added |
| Amica Retiree Medical Trust | 4,791 | $201.0K | 0.24% | 00.0% | Unchanged |
| Weaver Consulting Group | 4,785 | $201.2K | 0.09% | +158+3.4% | Added |
| Pallas Capital Advisors LLC | 5,007 | $201.5K | 0.01% | +5,007 | New |
| Sweet Financial Partners, LLC | 4,795 | $201.6K | 0.05% | +4,795 | New |
| Family Firm, Inc. | 4,795 | $201.6K | 0.06% | +8+0.2% | Added |
| Planned Solutions, Inc. | 4,800 | $201.8K | 0.12% | −400−7.7% | Reduced |
| Tarbox Family Office, Inc. | 4,800 | $201.9K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,808 | $202.2K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,813 | $202.4K | 0.03% | −850−15.0% | Reduced |
| Meridian Wealth Partners, LLC | 4,824 | $202.8K | 0.04% | +95+2.0% | Added |
| TD Private Client Wealth LLC | 4,848 | $203.9K | 0.01% | −11,990−71.2% | Reduced |
| Resonant Capital Advisors, LLC | 4,738 | $204.0K | 0.02% | +254+5.7% | Added |
| Magnus Financial Group LLC | 4,868 | $204.7K | 0.03% | −303−5.9% | Reduced |
| Traphagen Investment Advisors LLC | 4,871 | $204.8K | 0.03% | +4,871 | New |
| Robertson Stephens Wealth Management, LLC | 4,764 | $205.0K | 0.01% | +38+0.8% | Added |
| Sonata Capital Group Inc | 4,864 | $205.0K | 0.11% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,877 | $205.1K | 0.05% | +4,877 | New |
| Capital Investment Counsel, Inc | 4,884 | $205.4K | 0.04% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,915 | $205.6K | 0.07% | −1,122−18.6% | Reduced |
| NWF Advisory Services Inc. | 4,890 | $205.6K | 0.05% | −61−1.2% | Reduced |
| Aspiriant, LLC | 4,895 | $205.9K | 0.01% | +4,895 | New |
| Concord Asset Management, LLC | 4,900 | $206.1K | 0.07% | +4,900 | New |
| Element Wealth, LLC | 4,901 | $206.1K | 0.15% | +40+0.8% | Added |
| Carlson Capital Management | 4,909 | $206.4K | 0.01% | +31+0.6% | Added |
| Barry Investment Advisors, LLC | 4,798 | $206.5K | 0.07% | +43+0.9% | Added |
| William Allan, LLC | 4,912 | $206.6K | 0.16% | +162+3.4% | Added |
| Balboa Wealth Partners | 4,921 | $206.9K | 0.08% | −140−2.8% | Reduced |
| Pointe Capital Management LLC | 4,926 | $207.1K | 0.16% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,820 | $207.4K | 0.01% | −248−4.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 4,936 | $207.6K | 0.06% | +4,936 | New |
| NBW Capital LLC | 4,938 | $207.6K | 0.05% | −561−10.2% | Reduced |
| Jag Capital Management, LLC | 4,945 | $207.9K | 0.03% | 00.0% | Unchanged |
| Curi Capital | 4,948 | $208.1K | 0.03% | −357−6.7% | Reduced |
| WealthTrust Axiom LLC | 4,948 | $208.1K | 0.07% | −1,093−18.1% | Reduced |
| AXS Investments LLC | 4,954 | $208.3K | 0.05% | −1,067−17.7% | Reduced |
| Arvest Trust Co N A | 4,955 | $208.4K | 0.01% | −78−1.5% | Reduced |
| HC Advisors, LLC | 4,968 | $208.9K | 0.12% | −491−9.0% | Reduced |
| Greenhouse Wealth Management, LLC | 4,992 | $209.9K | 0.19% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 4,995 | $210.1K | 0.01% | +379+8.2% | Added |
| Alta Advisers Ltd | 5,000 | $210.3K | 0.12% | 00.0% | Unchanged |
| JB Capital LLC | 5,002 | $210.3K | 0.02% | −1,217−19.6% | Reduced |