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 |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 11,101 | $466.8K | 0.12% | +9,211+487.4% | Added |
| Wealth Architects, LLC | 11,087 | $466.2K | 0.08% | −70−0.6% | Reduced |
| Wealth Effects LLC | 11,075 | $465.7K | 0.23% | +1,200+12.2% | Added |
| Edge Capital Group, LLC | 11,014 | $463.2K | 0.03% | −339−3.0% | Reduced |
| Resolute Partners Group | 10,762 | $463.1K | 0.07% | +218+2.1% | Added |
| SRB Corp | 10,949 | $460.4K | 0.03% | +1,228+12.6% | Added |
| Inscription Capital, LLC | 10,934 | $459.8K | 0.15% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 10,862 | $456.7K | 0.05% | +1,000+10.1% | Added |
| TFC Financial Management | 10,860 | $456.7K | 0.11% | +42+0.4% | Added |
| Clarius Group, LLC | 10,850 | $456.2K | 0.04% | −8,058−42.6% | Reduced |
| West Chester Capital Advisors, Inc | 10,846 | $456.1K | 0.84% | −56−0.5% | Reduced |
| Sovereign Financial Group, Inc. | 10,832 | $455.5K | 0.16% | +418+4.0% | Added |
| IMC-Chicago, LLC | 10,811 | $454.6K | 0.03% | +10,811 | New |
| Fee-Only Financial Planning, L.C. | 10,753 | $452.2K | 0.36% | 00.0% | Unchanged |
| Lee Financial Co | 10,694 | $452.1K | 0.08% | −10,382−49.3% | Reduced |
| V2 Financial group LLC | 10,704 | $450.1K | 0.34% | +4,005+59.8% | Added |
| St. Louis Trust Co | 10,700 | $449.9K | 0.08% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,680 | $449.1K | 0.13% | 00.0% | Unchanged |
| Bangor Savings Bank | 10,599 | $445.7K | 0.05% | −9−0.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,592 | $445.4K | 0.11% | −154−1.4% | Reduced |
| Indie Asset Partners, LLC | 10,561 | $444.1K | 0.45% | −91−0.9% | Reduced |
| Aveo Capital Partners, LLC | 10,512 | $442.0K | 0.06% | +539+5.4% | 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 |
| Greatmark Investment Partners, Inc. | 10,499 | $441.5K | 0.08% | +2,000+23.5% | Added |
| L.M. Kohn & Company | 10,475 | $440.5K | 0.16% | +18+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 |
| Successful Portfolios LLC | 10,442 | $439.1K | 0.39% | +17+0.2% | Added |
| Fishman Jay A Ltd | 10,435 | $438.8K | 0.06% | −100−0.9% | Reduced |
| Investors Research Corp | 10,369 | $436.0K | 0.11% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,708 | $435.5K | 0.00% | −1,235−10.3% | Reduced |
| Hendershot Investments Inc. | 10,355 | $435.4K | 0.07% | −1,897−15.5% | Reduced |
| Total Investment Management Inc | 10,351 | $435.3K | 0.06% | +146+1.4% | Added |
| Droms Strauss Advisors Inc | 10,355 | $435.0K | 0.19% | 00.0% | Unchanged |
| Choate Investment Advisors | 10,339 | $434.8K | 0.02% | +1,027+11.0% | Added |
| Sentry Investment Management LLC | 10,299 | $433.0K | 0.21% | −13,236−56.2% | Reduced |
| Adviser Investments LLC | 10,290 | $432.7K | 0.01% | +536+5.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 10,242 | $430.7K | 0.16% | +10,242 | New |
| Cladis Investment Advisory, LLC | 10,214 | $429.5K | 0.38% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 10,210 | $429.3K | 0.15% | +130+1.3% | Added |
| Oakworth Capital, Inc. | 10,208 | $429.2K | 0.04% | +615+6.4% | Added |
| Silver Oak Securities, Inc | 10,178 | $428.0K | 0.09% | +337+3.4% | Added |
| 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 |
| Montag A & Associates Inc | 9,920 | $426.9K | 0.03% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 10,115 | $425.3K | 0.02% | +37+0.4% | Added |
| Atlas Brown,Inc. | 10,110 | $425.1K | 0.19% | +112+1.1% | Added |
| Loomis Sayles & Co L P | 10,092 | $424.0K | 0.00% | −5,072−33.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 10,076 | $423.7K | 0.15% | +95+1.0% | Added |
| JT Stratford LLC | 10,040 | $422.2K | 0.11% | +657+7.0% | Added |
| Guardian Capital Advisors LP | 9,900 | $421.3K | 0.05% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 10,000 | $420.5K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 9,994 | $420.2K | 0.12% | −70−0.7% | Reduced |
| Strategic Blueprint, LLC | 9,993 | $420.2K | 0.04% | +905+10.0% | Added |
| Court Place Advisors, LLC | 9,978 | $419.6K | 0.15% | 00.0% | Unchanged |
| Centennial Bank | 9,975 | $419.5K | 0.29% | −777−7.2% | Reduced |
| Summit Financial Group Inc | 9,950 | $418.4K | 0.18% | 00.0% | Unchanged |
| Claro Advisors LLC | 9,944 | $418.1K | 0.10% | +585+6.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,936 | $417.8K | 0.03% | −172−1.7% | Reduced |
| Lifeworks Advisors, LLC | 9,930 | $417.5K | 0.16% | +3,766+61.1% | Added |
| Penserra Capital Management LLC | 9,935 | $417.0K | 0.01% | −1,627−14.1% | Reduced |
| Sage Private Wealth Group, LLC | 9,880 | $415.5K | 0.57% | +214+2.2% | Added |
| Meritage Portfolio Management | 9,872 | $415.0K | 0.03% | −560−5.4% | Reduced |
| Cravens & Co Advisors, LLC | 9,858 | $414.5K | 0.39% | +271+2.8% | Added |
| Montecito Bank & Trust | 9,831 | $413.4K | 0.10% | −500−4.8% | Reduced |
| Northcape Wealth Management, LLC | 9,825 | $413.1K | 0.16% | −235−2.3% | Reduced |
| Tocqueville Asset Management L.P. | 9,819 | $412.9K | 0.01% | +110+1.1% | Added |
| Cheviot Value Management, LLC | 9,806 | $412.3K | 0.09% | +12+0.1% | Added |
| Northwest Bancshares, Inc. | 9,798 | $412.0K | 0.08% | +650+7.1% | Added |
| Whitener Capital Management, Inc. | 9,797 | $412.0K | 0.16% | +250+2.6% | Added |
| Strait & Sound Wealth Management LLC | 9,745 | $409.8K | 0.35% | +9,745 | New |
| Eudaimonia Advisors LLC | 9,727 | $409.0K | 0.29% | +15+0.2% | Added |
| Soltis Investment Advisors LLC | 9,698 | $407.8K | 0.05% | +1,464+17.8% | Added |
| PDS Planning, Inc | 9,649 | $405.7K | 0.05% | −961−9.1% | Reduced |
| Intrua Financial, LLC | 9,626 | $404.8K | 0.07% | +162+1.7% | Added |
| Foundation Wealth Management, LLC | 9,600 | $403.7K | 0.40% | −27−0.3% | Reduced |
| Human Investing LLC | 9,586 | $403.1K | 0.09% | −1,136−10.6% | Reduced |
| Schnieders Capital Management LLC | 9,562 | $402.1K | 0.09% | −600−5.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 9,554 | $401.7K | 0.20% | −30.0% | Reduced |
| Cobblestone Asset Management LLC | 9,515 | $400.1K | 0.33% | +9,515 | New |
| C2C Wealth Management, LLC | 9,652 | $400.1K | 0.06% | −2,000−17.2% | Reduced |
| Strategic Financial Concepts, LLC | 9,511 | $399.9K | 0.14% | −486−4.9% | Reduced |
| BBR Partners, LLC | 9,506 | $399.7K | 0.04% | −29,579−75.7% | Reduced |
| Washington Trust Co | 9,466 | $398.0K | 0.02% | +30.0% | Added |
| 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 |
| WMS Partners, LLC | 9,394 | $395.0K | 0.03% | −12−0.1% | Reduced |
| Farther Finance Advisors, LLC | 9,360 | $393.6K | 0.06% | +1,883+25.2% | Added |
| Algert Global LLC | 9,302 | $391.1K | 0.02% | −24,381−72.4% | Reduced |
| Home Federal Bank of Tennessee | 9,265 | $389.6K | 0.14% | 00.0% | Unchanged |
| Cercano Management LLC | 9,256 | $389.2K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 9,244 | $388.7K | 0.16% | +677+7.9% | Added |
| Schmidt P J Investment Management Inc | 9,118 | $388.5K | 0.08% | +47+0.5% | Added |
| Voya Financial Advisors, Inc. | 9,165 | $386.2K | 0.05% | +180+2.0% | Added |
| Cito Capital Group, LLC | 8,900 | $383.0K | 0.19% | 00.0% | Unchanged |
| Wealth Alliance | 9,108 | $383.0K | 0.06% | +125+1.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,096 | $382.5K | 0.05% | +92+1.0% | Added |
| Maltin Wealth Management, Inc. | 9,095 | $382.4K | 0.27% | −1,420−13.5% | Reduced |
| Armstrong Advisory Group, Inc | 9,048 | $380.5K | 0.04% | +732+8.8% | Added |