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 |
|---|---|---|---|---|---|
| Monticello Wealth Management, LLC | 9,044 | $380.3K | 0.04% | +2,964+48.8% | Added |
| Peak Financial Advisors LLC | 9,030 | $379.7K | 0.41% | +589+7.0% | Added |
| D'Orazio & Associates, Inc. | 9,014 | $379.0K | 0.09% | −1,070−10.6% | Reduced |
| CFO4Life Group, LLC | 9,012 | $379.0K | 0.09% | −9−0.1% | Reduced |
| Wedmont Private Capital | 8,868 | $378.7K | 0.04% | −4,228−32.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,000 | $378.4K | 0.06% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 8,997 | $378.3K | 0.03% | −791−8.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $377.1K | 0.11% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 8,967 | $377.1K | 0.30% | −571−6.0% | Reduced |
| Accredited Investors Inc. | 8,954 | $376.5K | 0.03% | +157+1.8% | Added |
| Linscomb & Williams, Inc. | 8,950 | $376.3K | 0.02% | −679−7.1% | Reduced |
| Bank Ozk | 8,950 | $376.3K | 0.21% | −2,651−22.9% | Reduced |
| TCI Wealth Advisors, Inc. | 8,949 | $376.3K | 0.05% | +621+7.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 8,915 | $374.9K | 0.11% | −31−0.3% | Reduced |
| Main Street Financial Solutions, LLC | 8,909 | $374.6K | 0.05% | −317−3.4% | Reduced |
| Anchor Investment Management, LLC | 8,908 | $374.6K | 0.05% | −209−2.3% | Reduced |
| ERn Financial, LLC | 8,908 | $374.6K | 0.08% | +78+0.9% | Added |
| Frisch Financial Group, Inc. | 8,891 | $374.0K | 0.15% | −1,500−14.4% | Reduced |
| Teamwork Financial Advisors, LLC | 8,809 | $370.4K | 0.06% | +1,006+12.9% | Added |
| Midwest Heritage Bank, FSB | 8,808 | $370.4K | 0.28% | +88+1.0% | Added |
| Wellington Shields & Co., LLC | 8,807 | $370.3K | 0.09% | −168−1.9% | Reduced |
| One Wealth Advisors, LLC | 8,781 | $369.2K | 0.08% | +1,329+17.8% | Added |
| Fortis Capital Advisors, LLC | 8,765 | $368.6K | 0.24% | −273−3.0% | Reduced |
| Clark Financial Services Group Inc | 8,738 | $367.4K | 0.50% | −140−1.6% | Reduced |
| Legacy Advisors, LLC | 8,533 | $366.9K | 0.06% | +331+4.0% | Added |
| Conning Inc. | 8,722 | $366.8K | 0.01% | −160−1.8% | Reduced |
| Atomi Financial Group, Inc. | 8,713 | $366.4K | 0.12% | +8,713 | New |
| First Heartland Consultants, Inc. | 8,654 | $364.0K | 0.05% | −25,119−74.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 8,644 | $363.5K | 0.33% | +150+1.8% | Added |
| Sterling Investment Counsel, LLC | 8,637 | $363.2K | 0.21% | +367+4.4% | Added |
| SFMG, LLC | 8,615 | $362.3K | 0.04% | +2,046+31.1% | Added |
| Farmers Trust Co | 8,601 | $361.7K | 0.08% | +50+0.6% | Added |
| Birmingham Capital Management Co Inc | 8,588 | $361.1K | 0.15% | +225+2.7% | Added |
| Winning Points Advisors, LLC | 8,569 | $361.1K | 0.64% | −1,963−18.6% | Reduced |
| IFG Advisors, LLC | 8,525 | $358.5K | 0.13% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 8,519 | $358.2K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,518 | $358.2K | 0.03% | +1,136+15.4% | Added |
| Holderness Investments Co | 8,501 | $357.5K | 0.14% | +24+0.3% | Added |
| Syon Capital LLC | 8,487 | $356.9K | 0.04% | +8,487 | New |
| Trustmark National Bank Trust Department | 8,484 | $356.8K | 0.04% | −20,331−70.6% | Reduced |
| San Luis Wealth Advisors LLC | 8,455 | $356.0K | 0.17% | 00.0% | Unchanged |
| TFB Advisors LLC | 8,426 | $354.3K | 0.43% | +3,706+78.5% | Added |
| Cypress Wealth Services, LLC | 8,424 | $354.2K | 0.10% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 8,382 | $352.5K | 0.24% | +280+3.5% | Added |
| Syntax Advisors, LLC | 8,382 | $352.5K | 0.31% | +280+3.5% | Added |
| Shulman DeMeo Asset Management LLC | 8,373 | $352.1K | 0.12% | −177−2.1% | Reduced |
| Raleigh Capital Management Inc. | 8,366 | $351.8K | 0.18% | +281+3.5% | Added |
| Acorn Wealth Advisors, LLC | 8,339 | $350.6K | 0.23% | +57+0.7% | Added |
| Callahan Advisors, LLC | 8,312 | $349.5K | 0.04% | +11+0.1% | Added |
| Capital Advisors Wealth Management, LLC | 8,293 | $348.7K | 0.09% | −643−7.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,246 | $346.7K | 0.05% | −206−2.4% | Reduced |
| Davis R M Inc | 8,221 | $346.0K | 0.01% | −746−8.3% | Reduced |
| Ted Buchan & Co | 8,210 | $345.3K | 0.28% | −453−5.2% | Reduced |
| Qsemble Capital Management, LP | 8,200 | $344.8K | 0.06% | +8,200 | New |
| WBH Advisory Inc | 8,194 | $344.5K | 0.04% | −2,029−19.8% | Reduced |
| Schechter Investment Advisors, LLC | 8,187 | $344.3K | 0.03% | −467−5.4% | Reduced |
| Bouchey Financial Group Ltd | 8,156 | $343.8K | 0.04% | −1,541−15.9% | Reduced |
| Rockland Trust Co | 8,170 | $343.5K | 0.02% | 00.0% | Unchanged |
| Plancorp, LLC | 8,157 | $343.0K | 0.02% | −403−4.7% | Reduced |
| Financial Perspectives, Inc | 8,146 | $342.5K | 0.16% | +20.0% | Added |
| Private Wealth Partners, LLC | 8,130 | $341.9K | 0.03% | 00.0% | Unchanged |
| Manchester Financial Inc | 8,086 | $340.0K | 0.10% | +8,086 | New |
| Wealth Quarterback LLC | 8,070 | $339.4K | 0.29% | −352−4.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 8,057 | $338.8K | 0.12% | 00.0% | Unchanged |
| Lane & Associates LLC | 8,033 | $337.8K | 0.27% | +108+1.4% | Added |
| Belmont Capital, LLC | 8,014 | $337.0K | 0.18% | +8,014 | New |
| Old Second National Bank of Aurora | 8,009 | $336.8K | 0.10% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 7,998 | $336.0K | 0.79% | −60−0.7% | Reduced |
| Reaves W H & Co Inc | 8,000 | $336.0K | 0.01% | 00.0% | Unchanged |
| Sentry LLC | 7,987 | $335.9K | 0.07% | −1,050−11.6% | Reduced |
| Fort Point Capital Partners LLC | 7,980 | $335.6K | 0.05% | −915−10.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,973 | $335.3K | 0.03% | −1,618−16.9% | Reduced |
| Vivaldi Capital Management, LLC | 7,966 | $335.0K | 0.11% | +450+6.0% | Added |
| Azimuth Capital Investment Management LLC | 7,950 | $334.3K | 0.02% | −150−1.9% | Reduced |
| Grimes & Company, Inc. | 7,935 | $333.7K | 0.01% | −14−0.2% | Reduced |
| Consolidated Portfolio Review Corp | 7,923 | $333.2K | 0.08% | −1,190−13.1% | Reduced |
| Avidian Wealth Solutions, LLC | 7,923 | $333.2K | 0.02% | −1,471−15.7% | Reduced |
| Lavaca Capital LLC | 7,911 | $332.7K | 0.12% | −23,264−74.6% | Reduced |
| Mayfair Advisory Group, LLC | 7,800 | $331.4K | 0.32% | +30+0.4% | Added |
| Evoke Wealth, LLC | 7,649 | $329.1K | 0.01% | +148+2.0% | Added |
| Harvey Investment Co LLC | 7,833 | $329.0K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7,827 | $329.0K | 0.14% | +7+0.1% | Added |
| Beacon Capital Management, LLC | 7,240 | $328.0K | 0.09% | 00.0% | Unchanged |
| SP Asset Management LLC | 7,792 | $327.7K | 0.04% | +150+2.0% | Added |
| New Vernon Capital Holdings II LLC | 7,791 | $327.6K | 0.28% | +1,123+16.8% | Added |
| Cape Investment Advisory, Inc. | 7,785 | $327.4K | 0.19% | +1,441+22.7% | Added |
| EHP Funds Inc. | 7,700 | $323.8K | 0.15% | +7,700 | New |
| Pflug Koory, LLC | 7,667 | $322.4K | 0.19% | −564−6.9% | Reduced |
| Laidlaw Wealth Management LLC | 7,658 | $322.0K | 0.11% | −2,472−24.4% | Reduced |
| EPG Wealth Management LLC | 7,651 | $321.7K | 0.10% | +25+0.3% | Added |
| First Business Financial Services, Inc. | 7,616 | $320.3K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 7,473 | $320.1K | 0.03% | +588+8.5% | Added |
| Investment Advisory Group, LLC | 7,605 | $319.8K | 0.17% | −155−2.0% | Reduced |
| Howland Capital Management LLC | 7,431 | $319.8K | 0.02% | −549−6.9% | Reduced |
| Grandfield & Dodd, LLC | 7,603 | $319.7K | 0.02% | −2,596−25.5% | Reduced |
| Wealth Management Associates, Inc. | 7,569 | $318.3K | 0.19% | −5,307−41.2% | Reduced |
| CVA Family Office, LLC | 7,529 | $316.6K | 0.07% | −915−10.8% | Reduced |
| Opal Wealth Advisors, LLC | 7,522 | $316.3K | 0.19% | +336+4.7% | Added |
| RS Crum Inc. | 7,505 | $315.6K | 0.11% | 00.0% | Unchanged |
| Mather Group, LLC. | 7,486 | $314.8K | 0.01% | −1,764−19.1% | Reduced |