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 |
|---|---|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 6,254 | $263.0K | 0.09% | −381−5.7% | Reduced |
| Manchester Capital Management LLC | 6,250 | $262.8K | 0.04% | +1,380+28.3% | Added |
| Provence Wealth Management Group | 6,243 | $262.5K | 0.16% | −1,765−22.0% | Reduced |
| Donaldson Capital Management, LLC | 6,242 | $262.5K | 0.01% | −4−0.1% | Reduced |
| Bristlecone Advisors, LLC | 6,237 | $262.3K | 0.03% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 6,225 | $261.8K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,216 | $261.4K | 0.01% | +6,216 | New |
| State of Wyoming | 6,207 | $261.0K | 0.06% | +1,477+31.2% | Added |
| Triangle Securities Wealth Management | 6,188 | $260.2K | 0.09% | −52−0.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,183 | $260.0K | 0.03% | +364+6.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 6,181 | $259.9K | 0.06% | +496+8.7% | Added |
| Apeiron RIA LLC | 6,159 | $259.0K | 0.09% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 6,154 | $258.8K | 0.12% | +20+0.3% | Added |
| Keeley-Teton Advisors, LLC | 6,120 | $257.3K | 0.04% | 00.0% | Unchanged |
| Accuvest Global Advisors | 6,116 | $257.0K | 0.14% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6,108 | $256.8K | 0.04% | −22−0.4% | Reduced |
| Silvant Capital Management LLC | 5,966 | $256.7K | 0.02% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 6,103 | $256.6K | 0.01% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 6,101 | $256.5K | 0.22% | +400+7.0% | Added |
| Physicians Financial Services, Inc. | 6,079 | $256.0K | 0.10% | −300−4.7% | Reduced |
| Defender Capital, LLC. | 6,086 | $255.9K | 0.09% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 6,081 | $255.7K | 0.10% | +5+0.1% | Added |
| Hall Capital Management Co Inc | 6,075 | $255.5K | 0.16% | −4,000−39.7% | Reduced |
| Charter Trust Co | 6,070 | $255.2K | 0.02% | +100+1.7% | Added |
| Hemenway Trust Co LLC | 6,065 | $255.0K | 0.03% | −300−4.7% | Reduced |
| Gratus Capital LLC | 6,065 | $255.0K | 0.02% | +868+16.7% | Added |
| Allstate Corp | 6,051 | $254.4K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 6,034 | $253.7K | 0.05% | −200−3.2% | Reduced |
| JSF Financial, LLC | 6,034 | $253.7K | 0.10% | −165−2.7% | Reduced |
| Angeles Investment Advisors, LLC | 6,026 | $253.4K | 0.02% | −147−2.4% | Reduced |
| Ellerson Group Inc | 6,025 | $253.4K | 0.24% | +1,375+29.6% | Added |
| Arrow Financial Corp | 5,972 | $251.1K | 0.03% | −309−4.9% | Reduced |
| Towerpoint Wealth, LLC | 5,960 | $250.6K | 0.15% | +34+0.6% | Added |
| SC&H Financial Advisors, Inc. | 5,951 | $250.3K | 0.08% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 5,950 | $250.2K | 0.11% | 00.0% | Unchanged |
| Owen LaRue, LLC | 5,935 | $249.5K | 0.27% | −159−2.6% | Reduced |
| Allen Capital Group, LLC | 6,001 | $249.5K | 0.05% | −81−1.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,925 | $249.2K | 0.06% | +265+4.7% | Added |
| Fort, L.P. | 5,914 | $248.7K | 0.69% | −85−1.4% | Reduced |
| Mark Stevens | 5,894 | $247.8K | 0.03% | +511+9.5% | Added |
| Schrum Private Wealth Management LLC | 5,894 | $247.8K | 0.28% | 00.0% | Unchanged |
| First United Bank Trust | 5,886 | $247.4K | 0.12% | 00.0% | Unchanged |
| City Holding Co | 5,863 | $246.5K | 0.04% | +205+3.6% | Added |
| Register Financial Advisors LLC | 5,850 | $246.0K | 0.18% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 5,847 | $245.9K | 0.28% | −112−1.9% | Reduced |
| 1st Source Bank | 5,842 | $245.7K | 0.02% | −125−2.1% | Reduced |
| Clear Creek Financial Management, LLC | 5,825 | $245.6K | 0.04% | +240+4.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,800 | $245.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,810 | $245.0K | 0.02% | −85−1.4% | Reduced |
| Kornitzer Capital Management Inc | 5,811 | $244.4K | 0.01% | −30−0.5% | Reduced |
| Webster Bank, N. A. | 5,809 | $244.3K | 0.03% | −1,000−14.7% | Reduced |
| CRA Financial Services, LLC | 5,808 | $244.2K | 0.07% | +560+10.7% | Added |
| Northeast Financial Group, Inc. | 5,807 | $244.2K | 0.15% | −280−4.6% | Reduced |
| Ervin Investment Management, LLC | 5,800 | $243.9K | 0.20% | −300−4.9% | Reduced |
| Yacktman Asset Management LP | 5,800 | $243.9K | 0.00% | 00.0% | Unchanged |
| Cowa, LLC | 5,797 | $243.8K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 5,785 | $243.3K | 0.18% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 5,775 | $242.8K | 0.01% | +862+17.5% | Added |
| Steward Financial Group LLC | 5,766 | $242.0K | 0.08% | +32+0.6% | Added |
| Indiana Trust & Investment Management CO | 5,748 | $241.7K | 0.12% | −1,045−15.4% | Reduced |
| Connable Office Inc | 5,746 | $241.6K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 5,729 | $240.9K | 0.01% | −400−6.5% | Reduced |
| MBL Wealth, LLC | 5,724 | $240.7K | 0.03% | +5,724 | New |
| STAR Financial Bank | 5,723 | $240.7K | 0.25% | −66−1.1% | Reduced |
| MV Capital Management, Inc. | 5,713 | $240.2K | 0.03% | +528+10.2% | Added |
| American Institute for Advanced Investment Management, LLP | 5,660 | $238.0K | 0.22% | −75−1.3% | Reduced |
| Abacus Planning Group, Inc. | 5,647 | $237.4K | 0.06% | +119+2.2% | Added |
| Jones Financial Companies LLLP | 5,642 | $237.2K | 0.00% | −1,151−16.9% | Reduced |
| First Interstate Bank | 5,633 | $236.9K | 0.02% | +100+1.8% | Added |
| Bienville Capital Management, LLC | 5,500 | $236.7K | 0.07% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 5,545 | $236.2K | 0.37% | +2,500+82.1% | Added |
| Old North State Trust, LLC | 5,623 | $236.0K | 0.18% | −48−0.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,571 | $234.3K | 0.00% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 5,571 | $234.3K | 0.06% | +19+0.3% | Added |
| KCM Investment Advisors LLC | 5,563 | $233.9K | 0.01% | −1,619−22.5% | Reduced |
| Calton & Associates, Inc. | 5,527 | $232.4K | 0.34% | +5,527 | New |
| Alterity Financial Group, LLC | 5,513 | $231.8K | 0.37% | −75−1.3% | Reduced |
| Strategic Advocates LLC | 5,512 | $231.8K | 0.11% | +5,512 | New |
| DT Investment Partners, LLC | 5,496 | $231.1K | 0.03% | +800+17.0% | Added |
| Howard Financial Services, Ltd. | 5,485 | $230.6K | 0.05% | +57+1.1% | Added |
| Wealthsource Partners, LLC | 5,472 | $230.1K | 0.02% | +5,472 | New |
| Bremer Bank National Association | 5,471 | $230.1K | 0.05% | 00.0% | Unchanged |
| 626 Financial, LLC | 5,455 | $229.4K | 0.16% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 5,328 | $229.3K | 0.03% | −352−6.2% | Reduced |
| Proficio Capital Partners LLC | 5,446 | $229.0K | 0.03% | −3−0.1% | Reduced |
| Ingalls & Snyder LLC | 5,451 | $229.0K | 0.01% | +578+11.9% | Added |
| Perennial Investment Advisors, LLC | 5,446 | $229.0K | 0.04% | +391+7.7% | Added |
| Fairfield, Bush & Co. | 5,440 | $228.7K | 0.15% | 00.0% | Unchanged |
| Great Waters Wealth Management | 5,436 | $228.7K | 0.05% | 00.0% | Unchanged |
| Northstar Group, Inc. | 5,434 | $228.5K | 0.05% | −200−3.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,432 | $228.4K | 0.08% | −350−6.1% | Reduced |
| Harbor Investment Advisory, LLC | 5,428 | $228.2K | 0.03% | −7−0.1% | Reduced |
| Johnson Midwest Financial, LLC | 5,424 | $228.1K | 0.51% | +96+1.8% | Added |
| Monetary Management Group Inc | 5,400 | $227.1K | 0.08% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 5,400 | $227.1K | 0.01% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 5,400 | $227.1K | 0.07% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,396 | $226.9K | 0.15% | +712+15.2% | Added |
| Cubic Asset Management, LLC | 5,368 | $225.7K | 0.06% | 00.0% | Unchanged |
| Day & Ennis, LLC | 5,353 | $225.1K | 0.08% | +250+4.9% | Added |
| 9258 Wealth Management, LLC | 5,347 | $224.8K | 0.04% | −114−2.1% | Reduced |