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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. | 13,402 | $563.5K | 0.09% | −328−2.4% | Reduced |
| BKD Wealth Advisors, LLC | 13,324 | $560.3K | 0.02% | +61+0.5% | Added |
| Veriti Management LLC | 13,316 | $559.9K | 0.06% | −105−0.8% | Reduced |
| Kapstone Financial Advisors LLC | 13,279 | $558.4K | 0.50% | 00.0% | Unchanged |
| Forum Financial Management, LP | 13,275 | $558.2K | 0.01% | +1,849+16.2% | Added |
| Cutter & CO Brokerage, Inc. | 13,224 | $556.1K | 0.16% | +65+0.5% | Added |
| Neville Rodie & Shaw Inc | 13,225 | $556.0K | 0.05% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 13,174 | $554.0K | 0.09% | −177−1.3% | Reduced |
| 180 Wealth Advisors, LLC | 13,137 | $552.4K | 0.12% | +310+2.4% | Added |
| Bill Few Associates, Inc. | 13,117 | $551.6K | 0.29% | −500−3.7% | Reduced |
| Symmetry Partners, LLC | 13,108 | $551.0K | 0.03% | −3,466−20.9% | Reduced |
| Retirement Guys Formula LLC | 13,103 | $551.0K | 0.38% | +966+8.0% | Added |
| StrategIQ Financial Group, LLC | 13,094 | $550.6K | 0.06% | +50.0% | Added |
| Marco Investment Management LLC | 13,093 | $550.6K | 0.06% | −1,369−9.5% | Reduced |
| Foster Group, Inc. | 13,049 | $548.7K | 0.03% | +92+0.7% | Added |
| Aureus Asset Management, LLC | 13,023 | $547.6K | 0.04% | −167−1.3% | Reduced |
| Gladius Capital Management LP | 12,990 | $546.4K | 0.16% | +9,505+272.7% | Added |
| Agf Management Ltd | 12,948 | $544.5K | 0.00% | +777+6.4% | Added |
| Madison Asset Management, LLC | 12,947 | $544.4K | 0.01% | −67−0.5% | Reduced |
| Castle Rock Wealth Management, LLC | 12,956 | $543.7K | 0.18% | +482+3.9% | Added |
| Sax Wealth Advisors, LLC | 12,888 | $541.9K | 0.11% | +203+1.6% | Added |
| Gulf International Bank (UK) Ltd | 12,867 | $541.0K | 0.02% | −3,676−22.2% | Reduced |
| Archford Capital Strategies, LLC | 12,865 | $541.0K | 0.11% | −516−3.9% | Reduced |
| Keystone Wealth Services, LLC | 12,786 | $537.7K | 0.20% | −49−0.4% | Reduced |
| Tevis Investment Management | 12,766 | $536.8K | 0.54% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,688 | $533.5K | 0.05% | −450−3.4% | Reduced |
| Lafayette Investments, Inc. | 12,686 | $533.4K | 0.15% | 00.0% | Unchanged |
| TCW Group Inc | 12,670 | $532.8K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 12,665 | $532.6K | 0.02% | −6,037−32.3% | Reduced |
| Naples Global Advisors, LLC | 12,389 | $532.1K | 0.06% | −1,238−9.1% | Reduced |
| Spirit of America Management Corp | 12,650 | $531.9K | 0.12% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 12,624 | $530.8K | 0.19% | +250+2.0% | Added |
| Empower Advisory Group, LLC | 12,614 | $530.4K | 0.00% | −369−2.8% | Reduced |
| Farmers & Merchants Investments Inc | 12,606 | $530.1K | 0.02% | −300−2.3% | Reduced |
| Spinnaker Trust | 12,567 | $528.4K | 0.04% | +1,500+13.6% | Added |
| Rogco, LP | 12,543 | $527.4K | 0.26% | +12,543 | New |
| Gilbert & Cook, Inc. | 12,515 | $526.3K | 0.08% | +942+8.1% | Added |
| Garden State Investment Advisory Services LLC | 12,509 | $526.1K | 0.24% | +1,433+12.9% | Added |
| Krane Funds Advisors LLC | 12,502 | $526.0K | 0.02% | +607+5.1% | Added |
| Chicago Capital, LLC | 12,486 | $525.0K | 0.02% | −173−1.4% | Reduced |
| Millennium Capital Advisors, LLC | 12,450 | $523.5K | 0.45% | −70−0.6% | Reduced |
| Avaii Wealth Management, LLC | 12,418 | $522.2K | 0.40% | +3,178+34.4% | Added |
| Red Door Wealth Management, LLC | 12,413 | $522.0K | 0.13% | −646−4.9% | Reduced |
| Evercore Wealth Management, LLC | 12,397 | $521.3K | 0.01% | −640−4.9% | Reduced |
| Buckingham Strategic Partners | 12,394 | $521.2K | 0.03% | +6,900+125.6% | Added |
| Blue Chip Partners, Inc. | 12,380 | $520.6K | 0.06% | +551+4.7% | Added |
| Evanson Asset Management, LLC | 12,350 | $519.3K | 0.05% | +558+4.7% | Added |
| Essex Savings Bank | 12,298 | $517.0K | 0.17% | −650−5.0% | Reduced |
| First Western Trust Bank | 12,291 | $516.8K | 0.03% | −83−0.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,279 | $516.3K | 0.15% | +3,333+37.3% | Added |
| Westmount Partners, LLC | 12,264 | $515.7K | 0.23% | +23+0.2% | Added |
| ICA Group Wealth Management, LLC | 12,249 | $513.9K | 0.14% | +2,096+20.6% | Added |
| Segall Bryant & Hamill, LLC | 12,134 | $510.2K | 0.01% | +63+0.5% | Added |
| Charles Schwab Trust Co | 12,095 | $508.6K | 0.06% | +2,490+25.9% | Added |
| Fundamentun, LLC | 12,090 | $508.4K | 0.08% | −1,749−12.6% | Reduced |
| Optimum Investment Advisors | 12,070 | $507.5K | 0.26% | −1,608−11.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,057 | $507.0K | 0.08% | −109−0.9% | Reduced |
| SPC Financial, Inc. | 12,003 | $504.7K | 0.06% | −90−0.7% | Reduced |
| Brighton Jones LLC | 11,975 | $503.6K | 0.03% | +356+3.1% | Added |
| Advisory Alpha, LLC | 11,957 | $502.8K | 0.03% | −3,143−20.8% | Reduced |
| Shelton Capital Management | 11,899 | $500.4K | 0.02% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 11,879 | $499.5K | 0.15% | +10.0% | Added |
| Walker Asset Management, LLC | 11,876 | $499.4K | 0.44% | +95+0.8% | Added |
| Cassaday & Co Wealth Management LLC | 11,867 | $499.0K | 0.02% | +138+1.2% | Added |
| Lee Financial Group Hawaii, Inc. | 11,863 | $498.8K | 0.46% | +17+0.1% | Added |
| RFG Advisory, LLC | 11,846 | $498.1K | 0.02% | +542+4.8% | Added |
| Horizon Investments, LLC | 11,825 | $497.2K | 0.02% | +138+1.2% | Added |
| MSH Capital Advisors LLC | 11,795 | $496.0K | 0.19% | +343+3.0% | Added |
| BluePath Capital Management, LLC | 11,772 | $495.0K | 0.45% | +11,772 | New |
| Cross Staff Investments Inc | 11,770 | $494.9K | 0.48% | −200−1.7% | Reduced |
| Brown Miller Wealth Management, LLC | 11,764 | $494.7K | 0.28% | 00.0% | Unchanged |
| Capital City Trust Co | 11,750 | $494.1K | 0.16% | −3,371−22.3% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 11,735 | $493.5K | 0.44% | +715+6.5% | Added |
| Graypoint LLC | 11,724 | $493.0K | 0.05% | +1,153+10.9% | Added |
| Wellington Shields Capital Management, LLC | 11,694 | $491.7K | 0.06% | −151−1.3% | Reduced |
| Canandaigua National Bank & Trust Co | 11,684 | $491.3K | 0.08% | −107−0.9% | Reduced |
| Capital Asset Advisory Services LLC | 11,506 | $489.7K | 0.03% | −98−0.8% | Reduced |
| Telemus Capital, LLC | 11,604 | $487.9K | 0.05% | −15,540−57.3% | Reduced |
| Northstar Advisory Group, LLC | 11,564 | $486.2K | 0.35% | −81−0.7% | Reduced |
| MONECO Advisors, LLC | 11,561 | $486.1K | 0.13% | +286+2.5% | Added |
| United Bank | 11,558 | $486.0K | 0.06% | +64+0.6% | Added |
| Vectors Research Management, LLC | 11,525 | $485.0K | 0.16% | −992−7.9% | Reduced |
| Paragon Financial Partners, Inc. | 11,519 | $484.4K | 0.50% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 11,409 | $479.7K | 0.11% | −675−5.6% | Reduced |
| Monarch Capital Management Inc | 11,101 | $476.8K | 0.15% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 11,306 | $475.4K | 0.11% | +242+2.2% | Added |
| Chicago Partners Investment Group LLC | 11,265 | $474.6K | 0.03% | −1,041−8.5% | Reduced |
| Waldron Private Wealth LLC | 11,010 | $474.0K | 0.02% | +558+5.3% | Added |
| Leonteq Securities AG | 11,252 | $473.1K | 0.05% | +5,295+88.9% | Added |
| WealthPlan Investment Management, LLC | 11,250 | $473.0K | 0.08% | +3,686+48.7% | Added |
| Powers Advisory Group, LLC | 11,217 | $471.7K | 0.32% | −136−1.2% | Reduced |
| Concord Wealth Partners | 11,212 | $471.5K | 0.10% | −1,873−14.3% | Reduced |
| Lake Street Advisors Group, LLC | 11,190 | $471.0K | 0.03% | −630−5.3% | Reduced |
| GTS Securities LLC | 11,183 | $470.2K | 0.01% | +1,650+17.3% | Added |
| Duncker Streett & Co Inc | 11,152 | $468.9K | 0.11% | +63+0.6% | Added |
| Cape Cod Five Cents Savings Bank | 11,150 | $468.9K | 0.03% | +6,585+144.2% | Added |
| Patriot Investment Management Inc. | 11,118 | $467.5K | 0.04% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 11,117 | $467.5K | 0.11% | +11,117 | New |
| Baker Tilly Wealth Management, LLC | 11,114 | $467.3K | 0.08% | −607−5.2% | Reduced |
| Ti-Trust, Inc | 11,109 | $467.1K | 0.45% | 00.0% | Unchanged |