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 |
|---|---|---|---|---|---|
| Cladis Investment Advisory, LLC | 10,214 | $429.5K | 0.38% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 10,242 | $430.7K | 0.16% | +10,242 | New |
| Adviser Investments LLC | 10,290 | $432.7K | 0.01% | +536+5.5% | Added |
| Sentry Investment Management LLC | 10,299 | $433.0K | 0.21% | −13,236−56.2% | Reduced |
| Choate Investment Advisors | 10,339 | $434.8K | 0.02% | +1,027+11.0% | Added |
| Droms Strauss Advisors Inc | 10,355 | $435.0K | 0.19% | 00.0% | Unchanged |
| Total Investment Management Inc | 10,351 | $435.3K | 0.06% | +146+1.4% | Added |
| Hendershot Investments Inc. | 10,355 | $435.4K | 0.07% | −1,897−15.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,708 | $435.5K | 0.00% | −1,235−10.3% | Reduced |
| Investors Research Corp | 10,369 | $436.0K | 0.11% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 10,435 | $438.8K | 0.06% | −100−0.9% | Reduced |
| Successful Portfolios LLC | 10,442 | $439.1K | 0.39% | +17+0.2% | Added |
| Sowa Financial Group, Inc. | 10,455 | $440.0K | 0.33% | +168+1.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,457 | $440.0K | 0.00% | +10,457 | New |
| L.M. Kohn & Company | 10,475 | $440.5K | 0.16% | +18+0.2% | Added |
| Greatmark Investment Partners, Inc. | 10,499 | $441.5K | 0.08% | +2,000+23.5% | Added |
| Orca Investment Management, LLC | 10,503 | $441.7K | 0.49% | −90−0.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 10,503 | $441.7K | 0.03% | +4,914+87.9% | Added |
| Aveo Capital Partners, LLC | 10,512 | $442.0K | 0.06% | +539+5.4% | Added |
| Indie Asset Partners, LLC | 10,561 | $444.1K | 0.45% | −91−0.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,592 | $445.4K | 0.11% | −154−1.4% | Reduced |
| Bangor Savings Bank | 10,599 | $445.7K | 0.05% | −9−0.1% | Reduced |
| SkyOak Wealth, LLC | 10,680 | $449.1K | 0.13% | 00.0% | Unchanged |
| St. Louis Trust Co | 10,700 | $449.9K | 0.08% | 00.0% | Unchanged |
| V2 Financial group LLC | 10,704 | $450.1K | 0.34% | +4,005+59.8% | Added |
| Lee Financial Co | 10,694 | $452.1K | 0.08% | −10,382−49.3% | Reduced |
| Fee-Only Financial Planning, L.C. | 10,753 | $452.2K | 0.36% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 10,811 | $454.6K | 0.03% | +10,811 | New |
| Sovereign Financial Group, Inc. | 10,832 | $455.5K | 0.16% | +418+4.0% | Added |
| West Chester Capital Advisors, Inc | 10,846 | $456.1K | 0.84% | −56−0.5% | Reduced |
| Clarius Group, LLC | 10,850 | $456.2K | 0.04% | −8,058−42.6% | Reduced |
| TFC Financial Management | 10,860 | $456.7K | 0.11% | +42+0.4% | Added |
| Parcion Private Wealth LLC | 10,862 | $456.7K | 0.05% | +1,000+10.1% | Added |
| Inscription Capital, LLC | 10,934 | $459.8K | 0.15% | 00.0% | Unchanged |
| SRB Corp | 10,949 | $460.4K | 0.03% | +1,228+12.6% | Added |
| Resolute Partners Group | 10,762 | $463.1K | 0.07% | +218+2.1% | Added |
| Edge Capital Group, LLC | 11,014 | $463.2K | 0.03% | −339−3.0% | Reduced |
| Wealth Effects LLC | 11,075 | $465.7K | 0.23% | +1,200+12.2% | Added |
| Wealth Architects, LLC | 11,087 | $466.2K | 0.08% | −70−0.6% | Reduced |
| AdvisorShares Investments LLC | 11,101 | $466.8K | 0.12% | +9,211+487.4% | Added |
| Ti-Trust, Inc | 11,109 | $467.1K | 0.45% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 11,114 | $467.3K | 0.08% | −607−5.2% | Reduced |
| Gyroscope Capital Management Group, LLC | 11,117 | $467.5K | 0.11% | +11,117 | New |
| Patriot Investment Management Inc. | 11,118 | $467.5K | 0.04% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 11,150 | $468.9K | 0.03% | +6,585+144.2% | Added |
| Duncker Streett & Co Inc | 11,152 | $468.9K | 0.11% | +63+0.6% | Added |
| GTS Securities LLC | 11,183 | $470.2K | 0.01% | +1,650+17.3% | Added |
| Lake Street Advisors Group, LLC | 11,190 | $471.0K | 0.03% | −630−5.3% | Reduced |
| Concord Wealth Partners | 11,212 | $471.5K | 0.10% | −1,873−14.3% | Reduced |
| Powers Advisory Group, LLC | 11,217 | $471.7K | 0.32% | −136−1.2% | Reduced |
| WealthPlan Investment Management, LLC | 11,250 | $473.0K | 0.08% | +3,686+48.7% | Added |
| Leonteq Securities AG | 11,252 | $473.1K | 0.05% | +5,295+88.9% | Added |
| Waldron Private Wealth LLC | 11,010 | $474.0K | 0.02% | +558+5.3% | Added |
| Chicago Partners Investment Group LLC | 11,265 | $474.6K | 0.03% | −1,041−8.5% | Reduced |
| Parkside Financial Bank & Trust | 11,306 | $475.4K | 0.11% | +242+2.2% | Added |
| Monarch Capital Management Inc | 11,101 | $476.8K | 0.15% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 11,409 | $479.7K | 0.11% | −675−5.6% | Reduced |
| Paragon Financial Partners, Inc. | 11,519 | $484.4K | 0.50% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 11,525 | $485.0K | 0.16% | −992−7.9% | Reduced |
| United Bank | 11,558 | $486.0K | 0.06% | +64+0.6% | Added |
| MONECO Advisors, LLC | 11,561 | $486.1K | 0.13% | +286+2.5% | Added |
| Northstar Advisory Group, LLC | 11,564 | $486.2K | 0.35% | −81−0.7% | Reduced |
| Telemus Capital, LLC | 11,604 | $487.9K | 0.05% | −15,540−57.3% | Reduced |
| Capital Asset Advisory Services LLC | 11,506 | $489.7K | 0.03% | −98−0.8% | Reduced |
| Canandaigua National Bank & Trust Co | 11,684 | $491.3K | 0.08% | −107−0.9% | Reduced |
| Wellington Shields Capital Management, LLC | 11,694 | $491.7K | 0.06% | −151−1.3% | Reduced |
| Graypoint LLC | 11,724 | $493.0K | 0.05% | +1,153+10.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 11,735 | $493.5K | 0.44% | +715+6.5% | Added |
| Capital City Trust Co | 11,750 | $494.1K | 0.16% | −3,371−22.3% | Reduced |
| Brown Miller Wealth Management, LLC | 11,764 | $494.7K | 0.28% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 11,770 | $494.9K | 0.48% | −200−1.7% | Reduced |
| BluePath Capital Management, LLC | 11,772 | $495.0K | 0.45% | +11,772 | New |
| MSH Capital Advisors LLC | 11,795 | $496.0K | 0.19% | +343+3.0% | Added |
| Horizon Investments, LLC | 11,825 | $497.2K | 0.02% | +138+1.2% | Added |
| RFG Advisory, LLC | 11,846 | $498.1K | 0.02% | +542+4.8% | Added |
| Lee Financial Group Hawaii, Inc. | 11,863 | $498.8K | 0.46% | +17+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 11,867 | $499.0K | 0.02% | +138+1.2% | Added |
| Walker Asset Management, LLC | 11,876 | $499.4K | 0.44% | +95+0.8% | Added |
| Mattern Wealth Management LLC | 11,879 | $499.5K | 0.15% | +10.0% | Added |
| Shelton Capital Management | 11,899 | $500.4K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 11,957 | $502.8K | 0.03% | −3,143−20.8% | Reduced |
| Brighton Jones LLC | 11,975 | $503.6K | 0.03% | +356+3.1% | Added |
| SPC Financial, Inc. | 12,003 | $504.7K | 0.06% | −90−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,057 | $507.0K | 0.08% | −109−0.9% | Reduced |
| Optimum Investment Advisors | 12,070 | $507.5K | 0.26% | −1,608−11.8% | Reduced |
| Fundamentun, LLC | 12,090 | $508.4K | 0.08% | −1,749−12.6% | Reduced |
| Charles Schwab Trust Co | 12,095 | $508.6K | 0.06% | +2,490+25.9% | Added |
| Segall Bryant & Hamill, LLC | 12,134 | $510.2K | 0.01% | +63+0.5% | Added |
| ICA Group Wealth Management, LLC | 12,249 | $513.9K | 0.14% | +2,096+20.6% | Added |
| Westmount Partners, LLC | 12,264 | $515.7K | 0.23% | +23+0.2% | Added |
| Jackson Hole Capital Partners, LLC | 12,279 | $516.3K | 0.15% | +3,333+37.3% | Added |
| First Western Trust Bank | 12,291 | $516.8K | 0.03% | −83−0.7% | Reduced |
| Essex Savings Bank | 12,298 | $517.0K | 0.17% | −650−5.0% | Reduced |
| Evanson Asset Management, LLC | 12,350 | $519.3K | 0.05% | +558+4.7% | Added |
| Blue Chip Partners, Inc. | 12,380 | $520.6K | 0.06% | +551+4.7% | Added |
| Buckingham Strategic Partners | 12,394 | $521.2K | 0.03% | +6,900+125.6% | Added |
| Evercore Wealth Management, LLC | 12,397 | $521.3K | 0.01% | −640−4.9% | Reduced |
| Red Door Wealth Management, LLC | 12,413 | $522.0K | 0.13% | −646−4.9% | Reduced |
| Avaii Wealth Management, LLC | 12,418 | $522.2K | 0.40% | +3,178+34.4% | Added |
| Millennium Capital Advisors, LLC | 12,450 | $523.5K | 0.45% | −70−0.6% | Reduced |