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
- 1,842
- −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
- 718 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 |
|---|---|---|---|---|---|
| Gibraltar Capital Management, Inc. | 16,886 | $710.0K | 0.31% | +26+0.2% | Added |
| Vise Technologies, Inc. | 16,868 | $709.3K | 0.17% | +2,370+16.3% | Added |
| Plimoth Trust Co LLC | 16,765 | $705.0K | 0.22% | −395−2.3% | Reduced |
| MTM Investment Management, LLC | 16,722 | $703.2K | 0.36% | −343−2.0% | Reduced |
| Credit Agricole S A | 16,692 | $701.9K | 0.02% | +10,442+167.1% | Added |
| Cortland Associates Inc | 16,658 | $700.0K | 0.11% | +145+0.9% | Added |
| First National Bank & Trust Co of Newtown | 16,645 | $699.7K | 0.16% | 00.0% | Unchanged |
| Madden Securities Corp | 16,632 | $699.4K | 0.40% | +1,000+6.4% | Added |
| Beacon Financial Advisory LLC | 16,627 | $699.2K | 0.39% | +635+4.0% | Added |
| Patten & Patten Inc | 16,611 | $698.5K | 0.06% | +79+0.5% | Added |
| Chapin Davis, Inc. | 16,555 | $696.1K | 0.33% | +5,012+43.4% | Added |
| Hexagon Capital Partners LLC | 16,456 | $692.0K | 0.18% | +1,562+10.5% | Added |
| TCG Advisory Services, LLC | 16,408 | $690.0K | 0.11% | −50.0% | Reduced |
| Columbia Asset Management | 16,380 | $689.0K | 0.15% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 16,366 | $688.2K | 0.11% | +2,249+15.9% | Added |
| Boston Family Office LLC | 16,334 | $687.0K | 0.06% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 16,013 | $682.3K | 0.28% | +1,312+8.9% | Added |
| Quintet Private Bank (Europe) S.A. | 16,197 | $681.1K | 0.05% | −1,856−10.3% | Reduced |
| ExodusPoint Capital Management, LP | 16,168 | $680.0K | 0.01% | −18,058−52.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $677.0K | 0.31% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 16,071 | $675.8K | 0.25% | +877+5.8% | Added |
| Garda Capital Partners LP | 16,029 | $674.0K | 0.43% | +16,029 | New |
| Everett Harris & Co | 15,978 | $671.9K | 0.01% | +103+0.6% | Added |
| Patton Albertson Miller Group, LLC | 15,963 | $671.2K | 0.13% | −1,060−6.2% | Reduced |
| Lindbrook Capital, LLC | 15,936 | $670.1K | 0.07% | −1,954−10.9% | Reduced |
| Courier Capital LLC | 15,862 | $667.0K | 0.06% | −931−5.5% | Reduced |
| Keating Investment Counselors Inc | 15,850 | $666.5K | 0.23% | −4,010−20.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 15,844 | $666.2K | 0.26% | −148−0.9% | Reduced |
| Richard W. Paul & Associates, LLC | 15,807 | $664.7K | 0.30% | +2,176+16.0% | Added |
| Cambria Investment Management, L.P. | 15,750 | $662.3K | 0.05% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 15,746 | $662.1K | 0.49% | −383−2.4% | Reduced |
| Bayesian Capital Management, LP | 15,700 | $660.2K | 0.08% | +8,626+121.9% | Added |
| Sanders Morris Harris LLC | 15,772 | $658.1K | 0.14% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 15,608 | $656.3K | 0.09% | +1,209+8.4% | Added |
| Fiduciary Group LLC | 15,572 | $654.8K | 0.08% | −540−3.4% | Reduced |
| Magnolia Capital Advisors LLC | 16,254 | $654.2K | 0.63% | +268+1.7% | Added |
| Tufton Capital Management | 15,509 | $652.2K | 0.15% | −1,105−6.7% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 15,378 | $646.6K | 0.84% | −2,011−11.6% | Reduced |
| WFA Asset Management Corp | 15,310 | $643.8K | 0.38% | +3,374+28.3% | Added |
| Thomasville National Bank | 15,165 | $637.7K | 0.06% | −1,729−10.2% | Reduced |
| Siemens Fonds Invest GmbH | 15,140 | $636.6K | 0.06% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 15,128 | $636.1K | 0.15% | +974+6.9% | Added |
| Palisade Capital Management LLC | 15,100 | $635.0K | 0.02% | 00.0% | Unchanged |
| VeraBank, N.A. | 15,087 | $634.4K | 0.24% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 15,000 | $630.8K | 0.01% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 14,903 | $628.0K | 0.05% | +14,903 | New |
| Delta Asset Management LLC | 14,934 | $628.0K | 0.07% | −750−4.8% | Reduced |
| City State Bank | 14,866 | $625.0K | 0.34% | +1,700+12.9% | Added |
| Astoria Portfolio Advisors LLC. | 15,803 | $620.4K | 0.30% | −2,835−15.2% | Reduced |
| Capital Analysts, LLC | 14,665 | $616.0K | 0.03% | +153+1.1% | Added |
| Exchange Bank | 14,623 | $614.9K | 0.59% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 14,615 | $614.6K | 0.02% | +8,419+135.9% | Added |
| Citizens Financial Group Inc | 14,614 | $614.5K | 0.03% | +958+7.0% | Added |
| Straight Path Wealth Management | 14,572 | $612.8K | 0.42% | 00.0% | Unchanged |
| Consolidated Planning Corp | 14,566 | $612.5K | 0.14% | −713−4.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 14,563 | $612.4K | 0.14% | −190−1.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 14,550 | $611.8K | 0.05% | −6,730−31.6% | Reduced |
| Ethic Inc. | 14,544 | $611.6K | 0.02% | +1,986+15.8% | Added |
| Romano Brothers and Company | 14,534 | $611.2K | 0.10% | −442−3.0% | Reduced |
| Quadrant Capital Group LLC | 14,505 | $610.3K | 0.06% | −2,092−12.6% | Reduced |
| Kendall Capital Management | 14,497 | $610.0K | 0.27% | −600−4.0% | Reduced |
| Horst & Graben Wealth Management LLC | 14,470 | $608.5K | 0.15% | −525−3.5% | Reduced |
| Gables Capital Management Inc. | 14,440 | $607.2K | 0.42% | −1,200−7.7% | Reduced |
| Cornerstone Advisory, LLC | 14,433 | $606.9K | 0.11% | −222−1.5% | Reduced |
| Dorchester Wealth Management Co | 14,429 | $606.7K | 0.12% | −170−1.2% | Reduced |
| Ballentine Partners, LLC | 14,405 | $605.7K | 0.01% | +5,733+66.1% | Added |
| KC Investment Advisors, LLC | 14,361 | $603.9K | 0.39% | +1,908+15.3% | Added |
| Dakota Wealth Management | 14,351 | $603.5K | 0.03% | −22−0.2% | Reduced |
| Signature Wealth Management Partners, LLC | 14,346 | $603.3K | 0.59% | 00.0% | Unchanged |
| IFG Advisory, LLC | 14,311 | $601.8K | 0.05% | −1,564−9.9% | Reduced |
| Westwood Holdings Group Inc. | 14,243 | $599.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 14,207 | $598.3K | 0.04% | −729−4.9% | Reduced |
| Girard Partners Ltd. | 14,224 | $598.1K | 0.07% | +265+1.9% | Added |
| Wolff Financial Management LLC | 14,206 | $597.0K | 0.20% | +30.0% | Added |
| Raab & Moskowitz Asset Management LLC | 14,121 | $593.8K | 0.21% | +12+0.1% | Added |
| MQS Management LLC | 14,092 | $592.6K | 0.36% | +14,092 | New |
| Salvus Wealth Management, LLC | 14,076 | $591.9K | 0.47% | +364+2.7% | Added |
| Newbridge Financial Services Group, Inc. | 14,028 | $589.9K | 0.30% | −3,053−17.9% | Reduced |
| Washington Trust Advisors, Inc. | 14,018 | $589.5K | 0.06% | −800−5.4% | Reduced |
| Terrapin Asset Management, LLC | 14,000 | $588.7K | 0.81% | 00.0% | Unchanged |
| Cambridge Trust Co | 13,953 | $586.7K | 0.03% | −5,235−27.3% | Reduced |
| 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 |
| Burney Co | 13,909 | $584.9K | 0.03% | +88+0.6% | Added |
| Flputnam Investment Management Co | 13,874 | $583.4K | 0.02% | +3,543+34.3% | Added |
| Brooks, Moore & Associates, Inc. | 13,855 | $583.0K | 0.44% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 13,836 | $581.8K | 0.10% | −657−4.5% | Reduced |
| Qtron Investments LLC | 13,786 | $579.7K | 0.11% | 00.0% | Unchanged |
| PFG Investments, LLC | 13,785 | $579.7K | 0.11% | −1,839−11.8% | Reduced |
| Gladstone Institutional Advisory LLC | 13,754 | $578.3K | 0.04% | +23+0.2% | Added |
| Catalyst Financial Partners LLC | 13,748 | $578.1K | 0.19% | −17−0.1% | Reduced |
| Perritt Capital Management Inc | 13,737 | $577.6K | 0.33% | +165+1.2% | Added |
| TrinityPoint Wealth, LLC | 13,731 | $577.4K | 0.11% | +59+0.4% | Added |
| Douglass Winthrop Advisors, LLC | 13,668 | $574.7K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 13,573 | $570.7K | 0.41% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 13,498 | $567.6K | 0.17% | +5,241+63.5% | Added |
| StoneX Group Inc. | 13,183 | $566.8K | 0.06% | −6,405−32.7% | Reduced |
| Impact Partnership Wealth, LLC | 13,469 | $566.4K | 0.18% | +527+4.1% | Added |
| Center For Asset Management LLC | 13,469 | $566.4K | 0.57% | +13,469 | New |
| Centiva Capital, LP | 13,404 | $563.6K | 0.03% | +13,404 | New |