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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 8,484 | $356.8K | 0.04% | −20,331−70.6% | Reduced |
| Syon Capital LLC | 8,487 | $356.9K | 0.04% | +8,487 | New |
| Holderness Investments Co | 8,501 | $357.5K | 0.14% | +24+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 8,518 | $358.2K | 0.03% | +1,136+15.4% | Added |
| FourThought Financial Partners, LLC | 8,519 | $358.2K | 0.05% | 00.0% | Unchanged |
| IFG Advisors, LLC | 8,525 | $358.5K | 0.13% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 8,569 | $361.1K | 0.64% | −1,963−18.6% | Reduced |
| Birmingham Capital Management Co Inc | 8,588 | $361.1K | 0.15% | +225+2.7% | Added |
| Farmers Trust Co | 8,601 | $361.7K | 0.08% | +50+0.6% | Added |
| SFMG, LLC | 8,615 | $362.3K | 0.04% | +2,046+31.1% | Added |
| Sterling Investment Counsel, LLC | 8,637 | $363.2K | 0.21% | +367+4.4% | Added |
| Smallwood Wealth Investment Management, LLC | 8,644 | $363.5K | 0.33% | +150+1.8% | Added |
| First Heartland Consultants, Inc. | 8,654 | $364.0K | 0.05% | −25,119−74.4% | Reduced |
| Atomi Financial Group, Inc. | 8,713 | $366.4K | 0.12% | +8,713 | New |
| Conning Inc. | 8,722 | $366.8K | 0.01% | −160−1.8% | Reduced |
| Legacy Advisors, LLC | 8,533 | $366.9K | 0.06% | +331+4.0% | Added |
| Clark Financial Services Group Inc | 8,738 | $367.4K | 0.50% | −140−1.6% | Reduced |
| Fortis Capital Advisors, LLC | 8,765 | $368.6K | 0.24% | −273−3.0% | Reduced |
| One Wealth Advisors, LLC | 8,781 | $369.2K | 0.08% | +1,329+17.8% | Added |
| Wellington Shields & Co., LLC | 8,807 | $370.3K | 0.09% | −168−1.9% | Reduced |
| Midwest Heritage Bank, FSB | 8,808 | $370.4K | 0.28% | +88+1.0% | Added |
| Teamwork Financial Advisors, LLC | 8,809 | $370.4K | 0.06% | +1,006+12.9% | Added |
| Frisch Financial Group, Inc. | 8,891 | $374.0K | 0.15% | −1,500−14.4% | Reduced |
| ERn Financial, LLC | 8,908 | $374.6K | 0.08% | +78+0.9% | Added |
| Anchor Investment Management, LLC | 8,908 | $374.6K | 0.05% | −209−2.3% | Reduced |
| Main Street Financial Solutions, LLC | 8,909 | $374.6K | 0.05% | −317−3.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 8,915 | $374.9K | 0.11% | −31−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 8,949 | $376.3K | 0.05% | +621+7.5% | Added |
| Bank Ozk | 8,950 | $376.3K | 0.21% | −2,651−22.9% | Reduced |
| Linscomb & Williams, Inc. | 8,950 | $376.3K | 0.02% | −679−7.1% | Reduced |
| Accredited Investors Inc. | 8,954 | $376.5K | 0.03% | +157+1.8% | Added |
| Cohen Investment Advisors LLC | 8,967 | $377.1K | 0.30% | −571−6.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $377.1K | 0.11% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 8,997 | $378.3K | 0.03% | −791−8.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,000 | $378.4K | 0.06% | 00.0% | Unchanged |
| Wedmont Private Capital | 8,868 | $378.7K | 0.04% | −4,228−32.3% | Reduced |
| CFO4Life Group, LLC | 9,012 | $379.0K | 0.09% | −9−0.1% | Reduced |
| D'Orazio & Associates, Inc. | 9,014 | $379.0K | 0.09% | −1,070−10.6% | Reduced |
| Peak Financial Advisors LLC | 9,030 | $379.7K | 0.41% | +589+7.0% | Added |
| Monticello Wealth Management, LLC | 9,044 | $380.3K | 0.04% | +2,964+48.8% | Added |
| Armstrong Advisory Group, Inc | 9,048 | $380.5K | 0.04% | +732+8.8% | Added |
| Maltin Wealth Management, Inc. | 9,095 | $382.4K | 0.27% | −1,420−13.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,096 | $382.5K | 0.05% | +92+1.0% | Added |
| Wealth Alliance | 9,108 | $383.0K | 0.06% | +125+1.4% | Added |
| Cito Capital Group, LLC | 8,900 | $383.0K | 0.19% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 9,165 | $386.2K | 0.05% | +180+2.0% | Added |
| Schmidt P J Investment Management Inc | 9,118 | $388.5K | 0.08% | +47+0.5% | Added |
| Stephens Consulting, LLC | 9,244 | $388.7K | 0.16% | +677+7.9% | Added |
| Cercano Management LLC | 9,256 | $389.2K | 0.01% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 9,265 | $389.6K | 0.14% | 00.0% | Unchanged |
| Algert Global LLC | 9,302 | $391.1K | 0.02% | −24,381−72.4% | Reduced |
| Farther Finance Advisors, LLC | 9,360 | $393.6K | 0.06% | +1,883+25.2% | Added |
| WMS Partners, LLC | 9,394 | $395.0K | 0.03% | −12−0.1% | Reduced |
| Bedel Financial Consulting, Inc. | 9,420 | $396.1K | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 9,420 | $396.1K | 0.08% | +9,420 | New |
| Washington Trust Co | 9,466 | $398.0K | 0.02% | +30.0% | Added |
| BBR Partners, LLC | 9,506 | $399.7K | 0.04% | −29,579−75.7% | Reduced |
| Strategic Financial Concepts, LLC | 9,511 | $399.9K | 0.14% | −486−4.9% | Reduced |
| C2C Wealth Management, LLC | 9,652 | $400.1K | 0.06% | −2,000−17.2% | Reduced |
| Cobblestone Asset Management LLC | 9,515 | $400.1K | 0.33% | +9,515 | New |
| McElhenny Sheffield Capital Management, LLC | 9,554 | $401.7K | 0.20% | −30.0% | Reduced |
| Schnieders Capital Management LLC | 9,562 | $402.1K | 0.09% | −600−5.9% | Reduced |
| Human Investing LLC | 9,586 | $403.1K | 0.09% | −1,136−10.6% | Reduced |
| Foundation Wealth Management, LLC | 9,600 | $403.7K | 0.40% | −27−0.3% | Reduced |
| Intrua Financial, LLC | 9,626 | $404.8K | 0.07% | +162+1.7% | Added |
| PDS Planning, Inc | 9,649 | $405.7K | 0.05% | −961−9.1% | Reduced |
| Soltis Investment Advisors LLC | 9,698 | $407.8K | 0.05% | +1,464+17.8% | Added |
| Eudaimonia Advisors LLC | 9,727 | $409.0K | 0.29% | +15+0.2% | Added |
| Strait & Sound Wealth Management LLC | 9,745 | $409.8K | 0.35% | +9,745 | New |
| Whitener Capital Management, Inc. | 9,797 | $412.0K | 0.16% | +250+2.6% | Added |
| Northwest Bancshares, Inc. | 9,798 | $412.0K | 0.08% | +650+7.1% | Added |
| Cheviot Value Management, LLC | 9,806 | $412.3K | 0.09% | +12+0.1% | Added |
| Tocqueville Asset Management L.P. | 9,819 | $412.9K | 0.01% | +110+1.1% | Added |
| Northcape Wealth Management, LLC | 9,825 | $413.1K | 0.16% | −235−2.3% | Reduced |
| Montecito Bank & Trust | 9,831 | $413.4K | 0.10% | −500−4.8% | Reduced |
| Cravens & Co Advisors, LLC | 9,858 | $414.5K | 0.39% | +271+2.8% | Added |
| Meritage Portfolio Management | 9,872 | $415.0K | 0.03% | −560−5.4% | Reduced |
| Sage Private Wealth Group, LLC | 9,880 | $415.5K | 0.57% | +214+2.2% | Added |
| Penserra Capital Management LLC | 9,935 | $417.0K | 0.01% | −1,627−14.1% | Reduced |
| Lifeworks Advisors, LLC | 9,930 | $417.5K | 0.16% | +3,766+61.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,936 | $417.8K | 0.03% | −172−1.7% | Reduced |
| Claro Advisors LLC | 9,944 | $418.1K | 0.10% | +585+6.3% | Added |
| Summit Financial Group Inc | 9,950 | $418.4K | 0.18% | 00.0% | Unchanged |
| Centennial Bank | 9,975 | $419.5K | 0.29% | −777−7.2% | Reduced |
| Court Place Advisors, LLC | 9,978 | $419.6K | 0.15% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 9,993 | $420.2K | 0.04% | +905+10.0% | Added |
| Golden State Equity Partners | 9,994 | $420.2K | 0.12% | −70−0.7% | Reduced |
| State Farm Mutual Automobile Insurance Co | 10,000 | $420.5K | 0.00% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 9,900 | $421.3K | 0.05% | 00.0% | Unchanged |
| JT Stratford LLC | 10,040 | $422.2K | 0.11% | +657+7.0% | Added |
| Wealth Dimensions Group, Ltd. | 10,076 | $423.7K | 0.15% | +95+1.0% | Added |
| Loomis Sayles & Co L P | 10,092 | $424.0K | 0.00% | −5,072−33.4% | Reduced |
| Atlas Brown,Inc. | 10,110 | $425.1K | 0.19% | +112+1.1% | Added |
| Staley Capital Advisers Inc | 10,115 | $425.3K | 0.02% | +37+0.4% | Added |
| Montag A & Associates Inc | 9,920 | $426.9K | 0.03% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 10,160 | $427.2K | 0.03% | −578−5.4% | Reduced |
| Fidelity D & D Bancorp Inc | 10,160 | $427.2K | 0.44% | +10,160 | New |
| Silver Oak Securities, Inc | 10,178 | $428.0K | 0.09% | +337+3.4% | Added |
| Oakworth Capital, Inc. | 10,208 | $429.2K | 0.04% | +615+6.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,210 | $429.3K | 0.15% | +130+1.3% | Added |