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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 6,860 | $288.5K | 0.05% | +6,860 | New |
| Caldwell Sutter Capital, Inc. | 6,864 | $288.6K | 0.16% | +226+3.4% | Added |
| Wade G W & Inc | 6,897 | $290.0K | 0.01% | −2,550−27.0% | Reduced |
| First Financial Bank - Trust Division | 6,899 | $290.1K | 0.03% | −295−4.1% | Reduced |
| Pure Financial Advisors, Inc. | 6,899 | $290.1K | 0.01% | +742+12.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,906 | $290.4K | 0.01% | −36−0.5% | Reduced |
| Vicus Capital | 6,911 | $290.6K | 0.03% | +1,786+34.8% | Added |
| Summit Wealth Partners, LLC | 6,955 | $292.5K | 0.07% | +814+13.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,967 | $293.0K | 0.14% | +686+10.9% | Added |
| Wambolt & Associates, LLC | 7,058 | $293.5K | 0.11% | +883+14.3% | Added |
| Plante Moran Financial Advisors, LLC | 7,005 | $294.5K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 7,025 | $295.4K | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 7,045 | $296.0K | 0.02% | −100−1.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,070 | $297.3K | 0.07% | +638+9.9% | Added |
| Creative Financial Designs Inc | 7,086 | $298.0K | 0.03% | +426+6.4% | Added |
| Community Trust & Investment Co | 7,130 | $299.8K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 7,137 | $300.1K | 0.02% | −2,238−23.9% | Reduced |
| Carson Advisory Inc. | 7,138 | $300.1K | 0.26% | +1,811+34.0% | Added |
| Plan Group Financial, LLC | 7,148 | $300.6K | 0.22% | −541−7.0% | Reduced |
| Congress Wealth Management LLC | 7,160 | $301.1K | 0.01% | +263+3.8% | Added |
| Smith Shellnut Wilson LLC | 7,163 | $301.2K | 0.18% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 7,000 | $301.2K | 0.26% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7,198 | $302.7K | 0.06% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,200 | $302.8K | 0.38% | +7,200 | New |
| Prairie Sky Financial Group LLC | 7,225 | $303.8K | 0.21% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 7,248 | $305.0K | 0.04% | −258−3.4% | Reduced |
| First Financial Corp | 7,262 | $305.3K | 0.18% | +3,193+78.5% | Added |
| Delta Investment Management, LLC | 7,262 | $305.4K | 0.08% | 00.0% | Unchanged |
| Equitable Trust Co | 7,267 | $305.6K | 0.03% | +137+1.9% | Added |
| Truvestments Capital LLC | 7,293 | $306.7K | 0.16% | −296−3.9% | Reduced |
| Kenfarb & Co. | 7,300 | $306.9K | 0.28% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 7,303 | $307.1K | 0.04% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 7,330 | $308.2K | 0.01% | −63−0.9% | Reduced |
| Triumph Capital Management | 7,201 | $309.9K | 0.14% | +1,807+33.5% | Added |
| Whalerock Point Partners, LLC | 7,372 | $310.0K | 0.11% | +1,400+23.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,377 | $310.2K | 0.01% | −37,186−83.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,410 | $311.6K | 0.16% | −120−1.6% | Reduced |
| Requisite Capital Management, LLC | 7,253 | $312.1K | 0.08% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 7,447 | $313.1K | 0.14% | −575−7.2% | Reduced |
| Berger Financial Group, Inc | 7,485 | $314.7K | 0.04% | −421−5.3% | Reduced |
| Mather Group, LLC. | 7,486 | $314.8K | 0.01% | −1,764−19.1% | Reduced |
| RS Crum Inc. | 7,505 | $315.6K | 0.11% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 7,522 | $316.3K | 0.19% | +336+4.7% | Added |
| CVA Family Office, LLC | 7,529 | $316.6K | 0.07% | −915−10.8% | Reduced |
| Wealth Management Associates, Inc. | 7,569 | $318.3K | 0.19% | −5,307−41.2% | Reduced |
| Grandfield & Dodd, LLC | 7,603 | $319.7K | 0.02% | −2,596−25.5% | Reduced |
| Howland Capital Management LLC | 7,431 | $319.8K | 0.02% | −549−6.9% | Reduced |
| Investment Advisory Group, LLC | 7,605 | $319.8K | 0.17% | −155−2.0% | Reduced |
| MCF Advisors LLC | 7,473 | $320.1K | 0.03% | +588+8.5% | Added |
| First Business Financial Services, Inc. | 7,616 | $320.3K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,651 | $321.7K | 0.10% | +25+0.3% | Added |
| Laidlaw Wealth Management LLC | 7,658 | $322.0K | 0.11% | −2,472−24.4% | Reduced |
| Pflug Koory, LLC | 7,667 | $322.4K | 0.19% | −564−6.9% | Reduced |
| EHP Funds Inc. | 7,700 | $323.8K | 0.15% | +7,700 | New |
| Cape Investment Advisory, Inc. | 7,785 | $327.4K | 0.19% | +1,441+22.7% | Added |
| New Vernon Capital Holdings II LLC | 7,791 | $327.6K | 0.28% | +1,123+16.8% | Added |
| SP Asset Management LLC | 7,792 | $327.7K | 0.04% | +150+2.0% | Added |
| Beacon Capital Management, LLC | 7,240 | $328.0K | 0.09% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 7,833 | $329.0K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7,827 | $329.0K | 0.14% | +7+0.1% | Added |
| Evoke Wealth, LLC | 7,649 | $329.1K | 0.01% | +148+2.0% | Added |
| Mayfair Advisory Group, LLC | 7,800 | $331.4K | 0.32% | +30+0.4% | Added |
| Lavaca Capital LLC | 7,911 | $332.7K | 0.12% | −23,264−74.6% | Reduced |
| Avidian Wealth Solutions, LLC | 7,923 | $333.2K | 0.02% | −1,471−15.7% | Reduced |
| Consolidated Portfolio Review Corp | 7,923 | $333.2K | 0.08% | −1,190−13.1% | Reduced |
| Grimes & Company, Inc. | 7,935 | $333.7K | 0.01% | −14−0.2% | Reduced |
| Azimuth Capital Investment Management LLC | 7,950 | $334.3K | 0.02% | −150−1.9% | Reduced |
| Vivaldi Capital Management, LLC | 7,966 | $335.0K | 0.11% | +450+6.0% | Added |
| Procyon Private Wealth Partners, LLC | 7,973 | $335.3K | 0.03% | −1,618−16.9% | Reduced |
| Fort Point Capital Partners LLC | 7,980 | $335.6K | 0.05% | −915−10.3% | Reduced |
| Sentry LLC | 7,987 | $335.9K | 0.07% | −1,050−11.6% | Reduced |
| Prossimo Advisors, LLC | 7,998 | $336.0K | 0.79% | −60−0.7% | Reduced |
| Reaves W H & Co Inc | 8,000 | $336.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 8,009 | $336.8K | 0.10% | 00.0% | Unchanged |
| Belmont Capital, LLC | 8,014 | $337.0K | 0.18% | +8,014 | New |
| Lane & Associates LLC | 8,033 | $337.8K | 0.27% | +108+1.4% | Added |
| Woodard & Co Asset Management Group Inc | 8,057 | $338.8K | 0.12% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8,070 | $339.4K | 0.29% | −352−4.2% | Reduced |
| Manchester Financial Inc | 8,086 | $340.0K | 0.10% | +8,086 | New |
| Private Wealth Partners, LLC | 8,130 | $341.9K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8,146 | $342.5K | 0.16% | +20.0% | Added |
| Plancorp, LLC | 8,157 | $343.0K | 0.02% | −403−4.7% | Reduced |
| Rockland Trust Co | 8,170 | $343.5K | 0.02% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 8,156 | $343.8K | 0.04% | −1,541−15.9% | Reduced |
| Schechter Investment Advisors, LLC | 8,187 | $344.3K | 0.03% | −467−5.4% | Reduced |
| WBH Advisory Inc | 8,194 | $344.5K | 0.04% | −2,029−19.8% | Reduced |
| Qsemble Capital Management, LP | 8,200 | $344.8K | 0.06% | +8,200 | New |
| Ted Buchan & Co | 8,210 | $345.3K | 0.28% | −453−5.2% | Reduced |
| Davis R M Inc | 8,221 | $346.0K | 0.01% | −746−8.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,246 | $346.7K | 0.05% | −206−2.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,293 | $348.7K | 0.09% | −643−7.2% | Reduced |
| Callahan Advisors, LLC | 8,312 | $349.5K | 0.04% | +11+0.1% | Added |
| Acorn Wealth Advisors, LLC | 8,339 | $350.6K | 0.23% | +57+0.7% | Added |
| Raleigh Capital Management Inc. | 8,366 | $351.8K | 0.18% | +281+3.5% | Added |
| Shulman DeMeo Asset Management LLC | 8,373 | $352.1K | 0.12% | −177−2.1% | Reduced |
| Vantage Consulting Group Inc | 8,382 | $352.5K | 0.24% | +280+3.5% | Added |
| Syntax Advisors, LLC | 8,382 | $352.5K | 0.31% | +280+3.5% | Added |
| Cypress Wealth Services, LLC | 8,424 | $354.2K | 0.10% | 00.0% | Unchanged |
| TFB Advisors LLC | 8,426 | $354.3K | 0.43% | +3,706+78.5% | Added |
| San Luis Wealth Advisors LLC | 8,455 | $356.0K | 0.17% | 00.0% | Unchanged |