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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 12,486 | $525.0K | 0.02% | −173−1.4% | Reduced |
| Krane Funds Advisors LLC | 12,502 | $526.0K | 0.02% | +607+5.1% | Added |
| Garden State Investment Advisory Services LLC | 12,509 | $526.1K | 0.24% | +1,433+12.9% | Added |
| Gilbert & Cook, Inc. | 12,515 | $526.3K | 0.08% | +942+8.1% | Added |
| Rogco, LP | 12,543 | $527.4K | 0.26% | +12,543 | New |
| Spinnaker Trust | 12,567 | $528.4K | 0.04% | +1,500+13.6% | Added |
| Farmers & Merchants Investments Inc | 12,606 | $530.1K | 0.02% | −300−2.3% | Reduced |
| Empower Advisory Group, LLC | 12,614 | $530.4K | 0.00% | −369−2.8% | Reduced |
| PBMares Wealth Management LLC | 12,624 | $530.8K | 0.19% | +250+2.0% | Added |
| Spirit of America Management Corp | 12,650 | $531.9K | 0.12% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 12,389 | $532.1K | 0.06% | −1,238−9.1% | Reduced |
| Diversified Trust Co | 12,665 | $532.6K | 0.02% | −6,037−32.3% | Reduced |
| TCW Group Inc | 12,670 | $532.8K | 0.01% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 12,686 | $533.4K | 0.15% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,688 | $533.5K | 0.05% | −450−3.4% | Reduced |
| Tevis Investment Management | 12,766 | $536.8K | 0.54% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 12,786 | $537.7K | 0.20% | −49−0.4% | Reduced |
| Archford Capital Strategies, LLC | 12,865 | $541.0K | 0.11% | −516−3.9% | Reduced |
| Gulf International Bank (UK) Ltd | 12,867 | $541.0K | 0.02% | −3,676−22.2% | Reduced |
| Sax Wealth Advisors, LLC | 12,888 | $541.9K | 0.11% | +203+1.6% | Added |
| Castle Rock Wealth Management, LLC | 12,956 | $543.7K | 0.18% | +482+3.9% | Added |
| Madison Asset Management, LLC | 12,947 | $544.4K | 0.01% | −67−0.5% | Reduced |
| Agf Management Ltd | 12,948 | $544.5K | 0.00% | +777+6.4% | Added |
| Gladius Capital Management LP | 12,990 | $546.4K | 0.16% | +9,505+272.7% | Added |
| Aureus Asset Management, LLC | 13,023 | $547.6K | 0.04% | −167−1.3% | Reduced |
| Foster Group, Inc. | 13,049 | $548.7K | 0.03% | +92+0.7% | Added |
| Marco Investment Management LLC | 13,093 | $550.6K | 0.06% | −1,369−9.5% | Reduced |
| StrategIQ Financial Group, LLC | 13,094 | $550.6K | 0.06% | +50.0% | Added |
| Retirement Guys Formula LLC | 13,103 | $551.0K | 0.38% | +966+8.0% | Added |
| Symmetry Partners, LLC | 13,108 | $551.0K | 0.03% | −3,466−20.9% | Reduced |
| Bill Few Associates, Inc. | 13,117 | $551.6K | 0.29% | −500−3.7% | Reduced |
| 180 Wealth Advisors, LLC | 13,137 | $552.4K | 0.12% | +310+2.4% | Added |
| Van Cleef Asset Management,Inc | 13,174 | $554.0K | 0.09% | −177−1.3% | Reduced |
| Neville Rodie & Shaw Inc | 13,225 | $556.0K | 0.05% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 13,224 | $556.1K | 0.16% | +65+0.5% | Added |
| Forum Financial Management, LP | 13,275 | $558.2K | 0.01% | +1,849+16.2% | Added |
| Kapstone Financial Advisors LLC | 13,279 | $558.4K | 0.50% | 00.0% | Unchanged |
| Veriti Management LLC | 13,316 | $559.9K | 0.06% | −105−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 13,324 | $560.3K | 0.02% | +61+0.5% | Added |
| McGowan Group Asset Management, Inc. | 13,402 | $563.5K | 0.09% | −328−2.4% | Reduced |
| Centiva Capital, LP | 13,404 | $563.6K | 0.03% | +13,404 | New |
| Center For Asset Management LLC | 13,469 | $566.4K | 0.57% | +13,469 | New |
| Impact Partnership Wealth, LLC | 13,469 | $566.4K | 0.18% | +527+4.1% | Added |
| StoneX Group Inc. | 13,183 | $566.8K | 0.06% | −6,405−32.7% | Reduced |
| Herold Advisors, Inc. | 13,498 | $567.6K | 0.17% | +5,241+63.5% | Added |
| Alliance Wealth Advisors, LLC | 13,573 | $570.7K | 0.41% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 13,668 | $574.7K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 13,731 | $577.4K | 0.11% | +59+0.4% | Added |
| Perritt Capital Management Inc | 13,737 | $577.6K | 0.33% | +165+1.2% | Added |
| Catalyst Financial Partners LLC | 13,748 | $578.1K | 0.19% | −17−0.1% | Reduced |
| Gladstone Institutional Advisory LLC | 13,754 | $578.3K | 0.04% | +23+0.2% | Added |
| PFG Investments, LLC | 13,785 | $579.7K | 0.11% | −1,839−11.8% | Reduced |
| Qtron Investments LLC | 13,786 | $579.7K | 0.11% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 13,836 | $581.8K | 0.10% | −657−4.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,855 | $583.0K | 0.44% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 13,874 | $583.4K | 0.02% | +3,543+34.3% | Added |
| Burney Co | 13,909 | $584.9K | 0.03% | +88+0.6% | Added |
| Old Point Trust & Financial Services N A | 13,916 | $585.2K | 0.26% | −80−0.6% | Reduced |
| Resurgent Financial Advisors LLC | 13,916 | $585.2K | 0.40% | +168+1.2% | Added |
| Cambridge Trust Co | 13,953 | $586.7K | 0.03% | −5,235−27.3% | Reduced |
| Terrapin Asset Management, LLC | 14,000 | $588.7K | 0.81% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 14,018 | $589.5K | 0.06% | −800−5.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 14,028 | $589.9K | 0.30% | −3,053−17.9% | Reduced |
| Salvus Wealth Management, LLC | 14,076 | $591.9K | 0.47% | +364+2.7% | Added |
| MQS Management LLC | 14,092 | $592.6K | 0.36% | +14,092 | New |
| Raab & Moskowitz Asset Management LLC | 14,121 | $593.8K | 0.21% | +12+0.1% | Added |
| Wolff Financial Management LLC | 14,206 | $597.0K | 0.20% | +30.0% | Added |
| Girard Partners Ltd. | 14,224 | $598.1K | 0.07% | +265+1.9% | Added |
| Meridian Wealth Management, LLC | 14,207 | $598.3K | 0.04% | −729−4.9% | Reduced |
| Westwood Holdings Group Inc. | 14,243 | $599.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 14,311 | $601.8K | 0.05% | −1,564−9.9% | Reduced |
| Signature Wealth Management Partners, LLC | 14,346 | $603.3K | 0.59% | 00.0% | Unchanged |
| Dakota Wealth Management | 14,351 | $603.5K | 0.03% | −22−0.2% | Reduced |
| KC Investment Advisors, LLC | 14,361 | $603.9K | 0.39% | +1,908+15.3% | Added |
| Ballentine Partners, LLC | 14,405 | $605.7K | 0.01% | +5,733+66.1% | Added |
| Dorchester Wealth Management Co | 14,429 | $606.7K | 0.12% | −170−1.2% | Reduced |
| Cornerstone Advisory, LLC | 14,433 | $606.9K | 0.11% | −222−1.5% | Reduced |
| Gables Capital Management Inc. | 14,440 | $607.2K | 0.42% | −1,200−7.7% | Reduced |
| Horst & Graben Wealth Management LLC | 14,470 | $608.5K | 0.15% | −525−3.5% | Reduced |
| Kendall Capital Management | 14,497 | $610.0K | 0.27% | −600−4.0% | Reduced |
| Quadrant Capital Group LLC | 14,505 | $610.3K | 0.06% | −2,092−12.6% | Reduced |
| Romano Brothers and Company | 14,534 | $611.2K | 0.10% | −442−3.0% | Reduced |
| Ethic Inc. | 14,544 | $611.6K | 0.02% | +1,986+15.8% | Added |
| Mogy Joel R Investment Counsel Inc | 14,550 | $611.8K | 0.05% | −6,730−31.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 14,563 | $612.4K | 0.14% | −190−1.3% | Reduced |
| Consolidated Planning Corp | 14,566 | $612.5K | 0.14% | −713−4.7% | Reduced |
| Straight Path Wealth Management | 14,572 | $612.8K | 0.42% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 14,614 | $614.5K | 0.03% | +958+7.0% | Added |
| Moran Wealth Management, LLC | 14,615 | $614.6K | 0.02% | +8,419+135.9% | Added |
| Exchange Bank | 14,623 | $614.9K | 0.59% | 00.0% | Unchanged |
| Capital Analysts, LLC | 14,665 | $616.0K | 0.03% | +153+1.1% | Added |
| Astoria Portfolio Advisors LLC. | 15,803 | $620.4K | 0.30% | −2,835−15.2% | Reduced |
| City State Bank | 14,866 | $625.0K | 0.34% | +1,700+12.9% | Added |
| Delta Asset Management LLC | 14,934 | $628.0K | 0.07% | −750−4.8% | Reduced |
| WCG Wealth Advisors LLC | 14,903 | $628.0K | 0.05% | +14,903 | New |
| Compagnie Lombard Odier SCmA | 15,000 | $630.8K | 0.01% | 00.0% | Unchanged |
| VeraBank, N.A. | 15,087 | $634.4K | 0.24% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 15,100 | $635.0K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 15,128 | $636.1K | 0.15% | +974+6.9% | Added |
| Siemens Fonds Invest GmbH | 15,140 | $636.6K | 0.06% | 00.0% | Unchanged |