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 |
|---|---|---|---|---|---|
| Fort, L.P. | 5,914 | $248.7K | 0.69% | −85−1.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,925 | $249.2K | 0.06% | +265+4.7% | Added |
| Allen Capital Group, LLC | 6,001 | $249.5K | 0.05% | −81−1.3% | Reduced |
| Owen LaRue, LLC | 5,935 | $249.5K | 0.27% | −159−2.6% | Reduced |
| Jeppson Wealth Management, LLC | 5,950 | $250.2K | 0.11% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 5,951 | $250.3K | 0.08% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 5,960 | $250.6K | 0.15% | +34+0.6% | Added |
| Arrow Financial Corp | 5,972 | $251.1K | 0.03% | −309−4.9% | Reduced |
| Ellerson Group Inc | 6,025 | $253.4K | 0.24% | +1,375+29.6% | Added |
| Angeles Investment Advisors, LLC | 6,026 | $253.4K | 0.02% | −147−2.4% | Reduced |
| JSF Financial, LLC | 6,034 | $253.7K | 0.10% | −165−2.7% | Reduced |
| Center for Financial Planning, Inc. | 6,034 | $253.7K | 0.05% | −200−3.2% | Reduced |
| Allstate Corp | 6,051 | $254.4K | 0.01% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 6,065 | $255.0K | 0.03% | −300−4.7% | Reduced |
| Gratus Capital LLC | 6,065 | $255.0K | 0.02% | +868+16.7% | Added |
| Charter Trust Co | 6,070 | $255.2K | 0.02% | +100+1.7% | Added |
| Hall Capital Management Co Inc | 6,075 | $255.5K | 0.16% | −4,000−39.7% | Reduced |
| Compton Financial Group, LLC | 6,081 | $255.7K | 0.10% | +5+0.1% | Added |
| Defender Capital, LLC. | 6,086 | $255.9K | 0.09% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 6,079 | $256.0K | 0.10% | −300−4.7% | Reduced |
| Chiron Capital Management, LLC | 6,101 | $256.5K | 0.22% | +400+7.0% | Added |
| Beck Mack & Oliver LLC | 6,103 | $256.6K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 5,966 | $256.7K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6,108 | $256.8K | 0.04% | −22−0.4% | Reduced |
| Accuvest Global Advisors | 6,116 | $257.0K | 0.14% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 6,120 | $257.3K | 0.04% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 6,154 | $258.8K | 0.12% | +20+0.3% | Added |
| Apeiron RIA LLC | 6,159 | $259.0K | 0.09% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 6,181 | $259.9K | 0.06% | +496+8.7% | Added |
| Brandywine Oak Private Wealth LLC | 6,183 | $260.0K | 0.03% | +364+6.3% | Added |
| Triangle Securities Wealth Management | 6,188 | $260.2K | 0.09% | −52−0.8% | Reduced |
| State of Wyoming | 6,207 | $261.0K | 0.06% | +1,477+31.2% | Added |
| Jump Financial, LLC | 6,216 | $261.4K | 0.01% | +6,216 | New |
| Schoolcraft Capital LLC | 6,225 | $261.8K | 0.07% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 6,237 | $262.3K | 0.03% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 6,242 | $262.5K | 0.01% | −4−0.1% | Reduced |
| Provence Wealth Management Group | 6,243 | $262.5K | 0.16% | −1,765−22.0% | Reduced |
| Manchester Capital Management LLC | 6,250 | $262.8K | 0.04% | +1,380+28.3% | Added |
| Newman Dignan & Sheerar, Inc. | 6,254 | $263.0K | 0.09% | −381−5.7% | Reduced |
| Tiedemann Advisors, LLC | 6,145 | $264.4K | 0.01% | +6,145 | New |
| Zullo Investment Group, Inc. | 6,295 | $264.7K | 0.16% | +352+5.9% | Added |
| Edgemoor Investment Advisors, Inc. | 6,305 | $265.2K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 6,314 | $265.5K | 0.05% | +6,314 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 6,315 | $265.5K | 0.03% | −1,985−23.9% | Reduced |
| GYL Financial Synergies, LLC | 6,323 | $265.9K | 0.03% | −1,541−19.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,325 | $266.0K | 0.01% | −319−4.8% | Reduced |
| Angeles Wealth Management, LLC | 6,329 | $266.1K | 0.04% | +1,784+39.3% | Added |
| Advus Financial Partners, LLC | 6,334 | $266.4K | 0.10% | −1,467−18.8% | Reduced |
| Princeton Global Asset Management LLC | 6,361 | $267.5K | 0.08% | −1,200−15.9% | Reduced |
| MBA Advisors LLC | 6,363 | $267.6K | 0.16% | −560−8.1% | Reduced |
| Concorde Asset Management, LLC | 6,365 | $267.6K | 0.24% | +1,553+32.3% | Added |
| Clarus Group, Inc. | 6,391 | $268.7K | 0.19% | −935−12.8% | Reduced |
| River Street Advisors LLC | 6,394 | $268.9K | 0.25% | 00.0% | Unchanged |
| Summit X, LLC | 6,396 | $269.0K | 0.09% | −8,300−56.5% | Reduced |
| Arden Trust Co | 6,402 | $269.2K | 0.04% | −2,000−23.8% | Reduced |
| PFG Advisors | 6,430 | $270.4K | 0.02% | −17,647−73.3% | Reduced |
| Baxter Bros Inc | 6,468 | $272.0K | 0.04% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 6,474 | $272.0K | 0.04% | −859−11.7% | Reduced |
| Prairiewood Capital, LLC | 6,490 | $272.9K | 0.18% | +360+5.9% | Added |
| First County Bank | 6,490 | $272.9K | 0.14% | −202−3.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,504 | $273.0K | 0.14% | +617+10.5% | Added |
| Peoples Financial Services Corp. | 6,497 | $273.1K | 0.13% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 6,498 | $273.2K | 0.02% | −103−1.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $273.3K | 0.10% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 6,500 | $273.3K | 0.06% | 00.0% | Unchanged |
| Pacitti Group Inc. | 6,452 | $273.6K | 0.19% | −10.0% | Reduced |
| Tandem Investment Advisors, Inc. | 6,510 | $273.7K | 0.01% | −655−9.1% | Reduced |
| King Wealth | 6,522 | $274.0K | 0.06% | +219+3.5% | Added |
| Smith Anglin Financial, LLC | 6,543 | $275.1K | 0.03% | +85+1.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,559 | $275.8K | 0.18% | 00.0% | Unchanged |
| Truepoint, Inc. | 6,562 | $275.9K | 0.01% | +6,562 | New |
| Advisor OS, LLC | 6,573 | $276.4K | 0.04% | +908+16.0% | Added |
| RFP Financial Group LLC | 6,577 | $276.6K | 0.12% | −160−2.4% | Reduced |
| Retirement Group, LLC | 6,572 | $277.0K | 0.12% | −129−1.9% | Reduced |
| West Bancorporation Inc | 6,592 | $277.2K | 0.20% | −83−1.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,849 | $277.5K | 0.07% | +680+11.0% | Added |
| Provenance Wealth Advisors, LLC | 6,602 | $277.6K | 0.04% | +6,602 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 6,614 | $278.1K | 0.15% | 00.0% | Unchanged |
| Gries Financial LLC | 6,626 | $278.6K | 0.08% | +1,011+18.0% | Added |
| Regent Peak Wealth Advisors LLC | 6,640 | $279.2K | 0.09% | −35−0.5% | Reduced |
| Calamos Wealth Management LLC | 6,643 | $279.3K | 0.02% | +300+4.7% | Added |
| Tompkins Financial Corp | 6,652 | $279.7K | 0.04% | −110−1.6% | Reduced |
| Pinnacle Bancorp, Inc. | 6,659 | $280.0K | 0.10% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 6,616 | $280.2K | 0.01% | +6,616 | New |
| Summit Financial, LLC | 6,519 | $280.3K | 0.02% | −3,726−36.4% | Reduced |
| Yarger Wealth Strategies, LLC | 6,673 | $280.6K | 0.24% | +112+1.7% | Added |
| Financial Management Professionals, Inc. | 6,680 | $281.0K | 0.05% | +36+0.5% | Added |
| Axim Planning & Wealth | 6,721 | $282.6K | 0.25% | +249+3.8% | Added |
| Byrne Asset Management LLC | 6,720 | $283.0K | 0.23% | – | – |
| Midwest Financial Group LLC | 6,725 | $283.0K | 0.24% | +155+2.4% | Added |
| Peregrine Asset Advisers, Inc. | 6,745 | $283.6K | 0.15% | +6,745 | New |
| Abbrea Capital, LLC | 6,608 | $284.0K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 6,754 | $284.0K | 0.10% | +15+0.2% | Added |
| N.E.W. Advisory Services LLC | 6,757 | $284.2K | 0.04% | −830−10.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,787 | $285.4K | 0.13% | 00.0% | Unchanged |
| Mechanics Financial Corp | 6,793 | $285.6K | 0.16% | 00.0% | Unchanged |
| Wendell David Associates Inc | 6,800 | $286.0K | 0.03% | 00.0% | Unchanged |
| Keystone Financial Group | 6,814 | $286.5K | 0.05% | +48+0.7% | Added |
| Ellis Investment Partners, LLC | 6,827 | $287.1K | 0.07% | +25+0.4% | Added |
| Colonial Trust Co | 6,850 | $288.0K | 0.07% | 00.0% | Unchanged |