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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 5,010 | $210.7K | 0.01% | 00.0% | Unchanged |
| Kennedy Investment Group | 5,011 | $210.7K | 0.13% | +8+0.2% | Added |
| J. L. Bainbridge & Co., Inc. | 5,021 | $211.1K | 0.03% | −698−12.2% | Reduced |
| Interchange Capital Partners, LLC | 4,792 | $211.7K | 0.17% | +148+3.2% | Added |
| Institute for Wealth Management, LLC. | 5,036 | $211.8K | 0.04% | +415+9.0% | Added |
| Legacy Financial Group, Inc. | 5,036 | $211.8K | 0.10% | −12−0.2% | Reduced |
| Mairs & Power Inc | 5,037 | $211.8K | 0.00% | −2,027−28.7% | Reduced |
| Thompson Davis & Co., Inc. | 5,046 | $212.2K | 0.26% | −58−1.1% | Reduced |
| Enterprise Financial Services Corp | 5,051 | $212.4K | 0.15% | −1,320−20.7% | Reduced |
| Prostatis Group LLC | 5,060 | $212.8K | 0.10% | −194,663−97.5% | Reduced |
| Royal Fund Management, LLC | 5,063 | $212.9K | 0.03% | +5,063 | New |
| Galvin, Gaustad & Stein, LLC | 5,083 | $213.7K | 0.02% | +5,083 | New |
| Atlas Private Wealth Management | 5,088 | $213.9K | 0.11% | +113+2.3% | Added |
| GFS Advisors, LLC | 5,092 | $214.0K | 0.03% | +100+2.0% | Added |
| Executive Wealth Management, LLC | 5,092 | $214.1K | 0.02% | −232−4.4% | Reduced |
| Wealthquest Corp | 5,100 | $214.5K | 0.03% | +5,100 | New |
| Nicolet Bankshares Inc | 5,110 | $214.9K | 0.07% | −74−1.4% | Reduced |
| Drive Wealth Management, LLC | 5,009 | $215.6K | 0.08% | −935−15.7% | Reduced |
| Archer Investment Corp | 5,133 | $215.9K | 0.08% | +27+0.5% | Added |
| Benjamin Edwards Inc | 5,133 | $216.0K | 0.05% | −223−4.2% | Reduced |
| TrueWealth Advisors, LLC | 5,138 | $216.1K | 0.09% | −1,694−24.8% | Reduced |
| Prosperity Consulting Group, LLC | 5,146 | $216.4K | 0.10% | +5,146 | New |
| Cardiff Park Advisors, LLC | 5,171 | $217.4K | 0.03% | +11+0.2% | Added |
| Guardian Wealth Advisors, LLC | 5,081 | $219.0K | 0.04% | −419−7.6% | Reduced |
| Gradient Investments LLC | 5,209 | $219.1K | 0.01% | −3,134−37.6% | Reduced |
| Perfromance Wealth Partners, LLC | 5,221 | $219.5K | 0.01% | −374−6.7% | Reduced |
| First Citizens Bank & Trust Co | 5,226 | $219.8K | 0.00% | −336−6.0% | Reduced |
| Vestor Capital, LLC | 5,233 | $220.0K | 0.02% | −529−9.2% | Reduced |
| Platform Technology Partners | 5,258 | $221.1K | 0.10% | −475−8.3% | Reduced |
| Bluesphere Advisors, LLC | 5,273 | $221.8K | 0.16% | +62+1.2% | Added |
| First Citizens Financial Corp | 5,293 | $222.6K | 0.16% | +600+12.8% | Added |
| Financial Advisory Service, Inc. | 5,305 | $223.1K | 0.02% | −5,984−53.0% | Reduced |
| Clear Harbor Asset Management, LLC | 5,308 | $223.2K | 0.02% | +5,308 | New |
| Nadler Financial Group, Inc. | 5,311 | $223.3K | 0.03% | +11+0.2% | Added |
| Waddell & Associates, LLC | 5,323 | $223.8K | 0.03% | +15+0.3% | Added |
| Legacy Financial Advisors, Inc. | 5,327 | $224.0K | 0.04% | −232−4.2% | Reduced |
| Univest Financial Corp | 5,330 | $224.1K | 0.07% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,199 | $224.3K | 0.03% | −565−9.8% | Reduced |
| Journey Advisory Group, LLC | 5,337 | $224.4K | 0.03% | −400−7.0% | Reduced |
| 9258 Wealth Management, LLC | 5,347 | $224.8K | 0.04% | −114−2.1% | Reduced |
| Day & Ennis, LLC | 5,353 | $225.1K | 0.08% | +250+4.9% | Added |
| Cubic Asset Management, LLC | 5,368 | $225.7K | 0.06% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,396 | $226.9K | 0.15% | +712+15.2% | Added |
| Monetary Management Group Inc | 5,400 | $227.1K | 0.08% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 5,400 | $227.1K | 0.01% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 5,400 | $227.1K | 0.07% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 5,424 | $228.1K | 0.51% | +96+1.8% | Added |
| Harbor Investment Advisory, LLC | 5,428 | $228.2K | 0.03% | −7−0.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,432 | $228.4K | 0.08% | −350−6.1% | Reduced |
| Northstar Group, Inc. | 5,434 | $228.5K | 0.05% | −200−3.5% | Reduced |
| Great Waters Wealth Management | 5,436 | $228.7K | 0.05% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5,440 | $228.7K | 0.15% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 5,446 | $229.0K | 0.04% | +391+7.7% | Added |
| Ingalls & Snyder LLC | 5,451 | $229.0K | 0.01% | +578+11.9% | Added |
| Proficio Capital Partners LLC | 5,446 | $229.0K | 0.03% | −3−0.1% | Reduced |
| WealthShield Partners, LLC | 5,328 | $229.3K | 0.03% | −352−6.2% | Reduced |
| 626 Financial, LLC | 5,455 | $229.4K | 0.16% | 00.0% | Unchanged |
| Bremer Bank National Association | 5,471 | $230.1K | 0.05% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,472 | $230.1K | 0.02% | +5,472 | New |
| Howard Financial Services, Ltd. | 5,485 | $230.6K | 0.05% | +57+1.1% | Added |
| DT Investment Partners, LLC | 5,496 | $231.1K | 0.03% | +800+17.0% | Added |
| Strategic Advocates LLC | 5,512 | $231.8K | 0.11% | +5,512 | New |
| Alterity Financial Group, LLC | 5,513 | $231.8K | 0.37% | −75−1.3% | Reduced |
| Calton & Associates, Inc. | 5,527 | $232.4K | 0.34% | +5,527 | New |
| KCM Investment Advisors LLC | 5,563 | $233.9K | 0.01% | −1,619−22.5% | Reduced |
| Affinity Capital Advisors, LLC | 5,571 | $234.3K | 0.06% | +19+0.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,571 | $234.3K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5,623 | $236.0K | 0.18% | −48−0.8% | Reduced |
| Antonetti Capital Management LLC | 5,545 | $236.2K | 0.37% | +2,500+82.1% | Added |
| Bienville Capital Management, LLC | 5,500 | $236.7K | 0.07% | 00.0% | Unchanged |
| First Interstate Bank | 5,633 | $236.9K | 0.02% | +100+1.8% | Added |
| Jones Financial Companies LLLP | 5,642 | $237.2K | 0.00% | −1,151−16.9% | Reduced |
| Abacus Planning Group, Inc. | 5,647 | $237.4K | 0.06% | +119+2.2% | Added |
| American Institute for Advanced Investment Management, LLP | 5,660 | $238.0K | 0.22% | −75−1.3% | Reduced |
| MV Capital Management, Inc. | 5,713 | $240.2K | 0.03% | +528+10.2% | Added |
| STAR Financial Bank | 5,723 | $240.7K | 0.25% | −66−1.1% | Reduced |
| MBL Wealth, LLC | 5,724 | $240.7K | 0.03% | +5,724 | New |
| Meiji Yasuda Life Insurance Co | 5,729 | $240.9K | 0.01% | −400−6.5% | Reduced |
| Connable Office Inc | 5,746 | $241.6K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5,748 | $241.7K | 0.12% | −1,045−15.4% | Reduced |
| Steward Financial Group LLC | 5,766 | $242.0K | 0.08% | +32+0.6% | Added |
| ZWJ Investment Counsel Inc | 5,775 | $242.8K | 0.01% | +862+17.5% | Added |
| Aberdeen Wealth Management LLC | 5,785 | $243.3K | 0.18% | 00.0% | Unchanged |
| Cowa, LLC | 5,797 | $243.8K | 0.16% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 5,800 | $243.9K | 0.20% | −300−4.9% | Reduced |
| Yacktman Asset Management LP | 5,800 | $243.9K | 0.00% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 5,807 | $244.2K | 0.15% | −280−4.6% | Reduced |
| CRA Financial Services, LLC | 5,808 | $244.2K | 0.07% | +560+10.7% | Added |
| Webster Bank, N. A. | 5,809 | $244.3K | 0.03% | −1,000−14.7% | Reduced |
| Kornitzer Capital Management Inc | 5,811 | $244.4K | 0.01% | −30−0.5% | Reduced |
| Smithfield Trust Co | 5,810 | $245.0K | 0.02% | −85−1.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,800 | $245.5K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,825 | $245.6K | 0.04% | +240+4.3% | Added |
| 1st Source Bank | 5,842 | $245.7K | 0.02% | −125−2.1% | Reduced |
| Trustco Bank Corp N Y | 5,847 | $245.9K | 0.28% | −112−1.9% | Reduced |
| Register Financial Advisors LLC | 5,850 | $246.0K | 0.18% | 00.0% | Unchanged |
| City Holding Co | 5,863 | $246.5K | 0.04% | +205+3.6% | Added |
| First United Bank Trust | 5,886 | $247.4K | 0.12% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 5,894 | $247.8K | 0.28% | 00.0% | Unchanged |
| Mark Stevens | 5,894 | $247.8K | 0.03% | +511+9.5% | Added |