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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 7,485 | $314.7K | 0.04% | −421−5.3% | Reduced |
| Asset Allocation Strategies LLC | 7,447 | $313.1K | 0.14% | −575−7.2% | Reduced |
| Requisite Capital Management, LLC | 7,253 | $312.1K | 0.08% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,410 | $311.6K | 0.16% | −120−1.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,377 | $310.2K | 0.01% | −37,186−83.4% | Reduced |
| Whalerock Point Partners, LLC | 7,372 | $310.0K | 0.11% | +1,400+23.4% | Added |
| Triumph Capital Management | 7,201 | $309.9K | 0.14% | +1,807+33.5% | Added |
| Valmark Advisers, Inc. | 7,330 | $308.2K | 0.01% | −63−0.9% | Reduced |
| Hills Bank & Trust Co | 7,303 | $307.1K | 0.04% | 00.0% | Unchanged |
| Kenfarb & Co. | 7,300 | $306.9K | 0.28% | 00.0% | Unchanged |
| Truvestments Capital LLC | 7,293 | $306.7K | 0.16% | −296−3.9% | Reduced |
| Equitable Trust Co | 7,267 | $305.6K | 0.03% | +137+1.9% | Added |
| Delta Investment Management, LLC | 7,262 | $305.4K | 0.08% | 00.0% | Unchanged |
| First Financial Corp | 7,262 | $305.3K | 0.18% | +3,193+78.5% | Added |
| Front Barnett Associates LLC | 7,248 | $305.0K | 0.04% | −258−3.4% | Reduced |
| Prairie Sky Financial Group LLC | 7,225 | $303.8K | 0.21% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 7,200 | $302.8K | 0.38% | +7,200 | New |
| HHM Wealth Advisors, LLC | 7,198 | $302.7K | 0.06% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 7,000 | $301.2K | 0.26% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 7,163 | $301.2K | 0.18% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 7,160 | $301.1K | 0.01% | +263+3.8% | Added |
| Plan Group Financial, LLC | 7,148 | $300.6K | 0.22% | −541−7.0% | Reduced |
| Carson Advisory Inc. | 7,138 | $300.1K | 0.26% | +1,811+34.0% | Added |
| Financial Advocates Investment Management | 7,137 | $300.1K | 0.02% | −2,238−23.9% | Reduced |
| Community Trust & Investment Co | 7,130 | $299.8K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7,086 | $298.0K | 0.03% | +426+6.4% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 7,070 | $297.3K | 0.07% | +638+9.9% | Added |
| Van Hulzen Asset Management, LLC | 7,045 | $296.0K | 0.02% | −100−1.4% | Reduced |
| Coastline Trust Co | 7,025 | $295.4K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7,005 | $294.5K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,058 | $293.5K | 0.11% | +883+14.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,967 | $293.0K | 0.14% | +686+10.9% | Added |
| Summit Wealth Partners, LLC | 6,955 | $292.5K | 0.07% | +814+13.3% | Added |
| Vicus Capital | 6,911 | $290.6K | 0.03% | +1,786+34.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,906 | $290.4K | 0.01% | −36−0.5% | Reduced |
| Pure Financial Advisors, Inc. | 6,899 | $290.1K | 0.01% | +742+12.1% | Added |
| First Financial Bank - Trust Division | 6,899 | $290.1K | 0.03% | −295−4.1% | Reduced |
| Wade G W & Inc | 6,897 | $290.0K | 0.01% | −2,550−27.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,864 | $288.6K | 0.16% | +226+3.4% | Added |
| Rodgers Brothers Inc. | 6,860 | $288.5K | 0.05% | +6,860 | New |
| Colonial Trust Co | 6,850 | $288.0K | 0.07% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,827 | $287.1K | 0.07% | +25+0.4% | Added |
| Keystone Financial Group | 6,814 | $286.5K | 0.05% | +48+0.7% | Added |
| Wendell David Associates Inc | 6,800 | $286.0K | 0.03% | 00.0% | Unchanged |
| Mechanics Financial Corp | 6,793 | $285.6K | 0.16% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 6,787 | $285.4K | 0.13% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 6,757 | $284.2K | 0.04% | −830−10.9% | Reduced |
| Abbrea Capital, LLC | 6,608 | $284.0K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 6,754 | $284.0K | 0.10% | +15+0.2% | Added |
| Peregrine Asset Advisers, Inc. | 6,745 | $283.6K | 0.15% | +6,745 | New |
| Byrne Asset Management LLC | 6,720 | $283.0K | 0.23% | – | – |
| Midwest Financial Group LLC | 6,725 | $283.0K | 0.24% | +155+2.4% | Added |
| Axim Planning & Wealth | 6,721 | $282.6K | 0.25% | +249+3.8% | Added |
| Financial Management Professionals, Inc. | 6,680 | $281.0K | 0.05% | +36+0.5% | Added |
| Yarger Wealth Strategies, LLC | 6,673 | $280.6K | 0.24% | +112+1.7% | Added |
| Summit Financial, LLC | 6,519 | $280.3K | 0.02% | −3,726−36.4% | Reduced |
| Phoenix Holdings Ltd. | 6,616 | $280.2K | 0.01% | +6,616 | New |
| Pinnacle Bancorp, Inc. | 6,659 | $280.0K | 0.10% | 00.0% | Unchanged |
| Tompkins Financial Corp | 6,652 | $279.7K | 0.04% | −110−1.6% | Reduced |
| Calamos Wealth Management LLC | 6,643 | $279.3K | 0.02% | +300+4.7% | Added |
| Regent Peak Wealth Advisors LLC | 6,640 | $279.2K | 0.09% | −35−0.5% | Reduced |
| Gries Financial LLC | 6,626 | $278.6K | 0.08% | +1,011+18.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,614 | $278.1K | 0.15% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6,602 | $277.6K | 0.04% | +6,602 | New |
| Summit Financial Wealth Advisors, LLC | 6,849 | $277.5K | 0.07% | +680+11.0% | Added |
| West Bancorporation Inc | 6,592 | $277.2K | 0.20% | −83−1.2% | Reduced |
| Retirement Group, LLC | 6,572 | $277.0K | 0.12% | −129−1.9% | Reduced |
| RFP Financial Group LLC | 6,577 | $276.6K | 0.12% | −160−2.4% | Reduced |
| Advisor OS, LLC | 6,573 | $276.4K | 0.04% | +908+16.0% | Added |
| Truepoint, Inc. | 6,562 | $275.9K | 0.01% | +6,562 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,559 | $275.8K | 0.18% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 6,543 | $275.1K | 0.03% | +85+1.3% | Added |
| King Wealth | 6,522 | $274.0K | 0.06% | +219+3.5% | Added |
| Tandem Investment Advisors, Inc. | 6,510 | $273.7K | 0.01% | −655−9.1% | Reduced |
| Pacitti Group Inc. | 6,452 | $273.6K | 0.19% | −10.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $273.3K | 0.10% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 6,500 | $273.3K | 0.06% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 6,498 | $273.2K | 0.02% | −103−1.6% | Reduced |
| Peoples Financial Services Corp. | 6,497 | $273.1K | 0.13% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 6,504 | $273.0K | 0.14% | +617+10.5% | Added |
| First County Bank | 6,490 | $272.9K | 0.14% | −202−3.0% | Reduced |
| Prairiewood Capital, LLC | 6,490 | $272.9K | 0.18% | +360+5.9% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,474 | $272.0K | 0.04% | −859−11.7% | Reduced |
| Baxter Bros Inc | 6,468 | $272.0K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 6,430 | $270.4K | 0.02% | −17,647−73.3% | Reduced |
| Arden Trust Co | 6,402 | $269.2K | 0.04% | −2,000−23.8% | Reduced |
| Summit X, LLC | 6,396 | $269.0K | 0.09% | −8,300−56.5% | Reduced |
| River Street Advisors LLC | 6,394 | $268.9K | 0.25% | 00.0% | Unchanged |
| Clarus Group, Inc. | 6,391 | $268.7K | 0.19% | −935−12.8% | Reduced |
| Concorde Asset Management, LLC | 6,365 | $267.6K | 0.24% | +1,553+32.3% | Added |
| MBA Advisors LLC | 6,363 | $267.6K | 0.16% | −560−8.1% | Reduced |
| Princeton Global Asset Management LLC | 6,361 | $267.5K | 0.08% | −1,200−15.9% | Reduced |
| Angeles Wealth Management, LLC | 6,329 | $266.1K | 0.04% | +1,784+39.3% | Added |
| Mill Creek Capital Advisors, LLC | 6,325 | $266.0K | 0.01% | −319−4.8% | Reduced |
| GYL Financial Synergies, LLC | 6,323 | $265.9K | 0.03% | −1,541−19.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,315 | $265.5K | 0.03% | −1,985−23.9% | Reduced |
| Almanack Investment Partners, LLC. | 6,314 | $265.5K | 0.05% | +6,314 | New |
| Edgemoor Investment Advisors, Inc. | 6,305 | $265.2K | 0.03% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 6,295 | $264.7K | 0.16% | +352+5.9% | Added |
| Tiedemann Advisors, LLC | 6,145 | $264.4K | 0.01% | +6,145 | New |