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 |
|---|---|---|---|---|---|
| Journey Advisory Group, LLC | 5,337 | $224.4K | 0.03% | −400−7.0% | Reduced |
| Weatherly Asset Management L. P. | 5,199 | $224.3K | 0.03% | −565−9.8% | Reduced |
| Univest Financial Corp | 5,330 | $224.1K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,327 | $224.0K | 0.04% | −232−4.2% | Reduced |
| Waddell & Associates, LLC | 5,323 | $223.8K | 0.03% | +15+0.3% | Added |
| Nadler Financial Group, Inc. | 5,311 | $223.3K | 0.03% | +11+0.2% | Added |
| Clear Harbor Asset Management, LLC | 5,308 | $223.2K | 0.02% | +5,308 | New |
| Financial Advisory Service, Inc. | 5,305 | $223.1K | 0.02% | −5,984−53.0% | Reduced |
| First Citizens Financial Corp | 5,293 | $222.6K | 0.16% | +600+12.8% | Added |
| Bluesphere Advisors, LLC | 5,273 | $221.8K | 0.16% | +62+1.2% | Added |
| Platform Technology Partners | 5,258 | $221.1K | 0.10% | −475−8.3% | Reduced |
| Vestor Capital, LLC | 5,233 | $220.0K | 0.02% | −529−9.2% | Reduced |
| First Citizens Bank & Trust Co | 5,226 | $219.8K | 0.00% | −336−6.0% | Reduced |
| Perfromance Wealth Partners, LLC | 5,221 | $219.5K | 0.01% | −374−6.7% | Reduced |
| Gradient Investments LLC | 5,209 | $219.1K | 0.01% | −3,134−37.6% | Reduced |
| Guardian Wealth Advisors, LLC | 5,081 | $219.0K | 0.04% | −419−7.6% | Reduced |
| Cardiff Park Advisors, LLC | 5,171 | $217.4K | 0.03% | +11+0.2% | Added |
| Prosperity Consulting Group, LLC | 5,146 | $216.4K | 0.10% | +5,146 | New |
| TrueWealth Advisors, LLC | 5,138 | $216.1K | 0.09% | −1,694−24.8% | Reduced |
| Benjamin Edwards Inc | 5,133 | $216.0K | 0.05% | −223−4.2% | Reduced |
| Archer Investment Corp | 5,133 | $215.9K | 0.08% | +27+0.5% | Added |
| Drive Wealth Management, LLC | 5,009 | $215.6K | 0.08% | −935−15.7% | Reduced |
| Nicolet Bankshares Inc | 5,110 | $214.9K | 0.07% | −74−1.4% | Reduced |
| Wealthquest Corp | 5,100 | $214.5K | 0.03% | +5,100 | New |
| Executive Wealth Management, LLC | 5,092 | $214.1K | 0.02% | −232−4.4% | Reduced |
| GFS Advisors, LLC | 5,092 | $214.0K | 0.03% | +100+2.0% | Added |
| Atlas Private Wealth Management | 5,088 | $213.9K | 0.11% | +113+2.3% | Added |
| Galvin, Gaustad & Stein, LLC | 5,083 | $213.7K | 0.02% | +5,083 | New |
| Royal Fund Management, LLC | 5,063 | $212.9K | 0.03% | +5,063 | New |
| Prostatis Group LLC | 5,060 | $212.8K | 0.10% | −194,663−97.5% | Reduced |
| Enterprise Financial Services Corp | 5,051 | $212.4K | 0.15% | −1,320−20.7% | Reduced |
| Thompson Davis & Co., Inc. | 5,046 | $212.2K | 0.26% | −58−1.1% | Reduced |
| Mairs & Power Inc | 5,037 | $211.8K | 0.00% | −2,027−28.7% | Reduced |
| Legacy Financial Group, Inc. | 5,036 | $211.8K | 0.10% | −12−0.2% | Reduced |
| Institute for Wealth Management, LLC. | 5,036 | $211.8K | 0.04% | +415+9.0% | Added |
| Interchange Capital Partners, LLC | 4,792 | $211.7K | 0.17% | +148+3.2% | Added |
| J. L. Bainbridge & Co., Inc. | 5,021 | $211.1K | 0.03% | −698−12.2% | Reduced |
| Kennedy Investment Group | 5,011 | $210.7K | 0.13% | +8+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 5,010 | $210.7K | 0.01% | 00.0% | Unchanged |
| JB Capital LLC | 5,002 | $210.3K | 0.02% | −1,217−19.6% | Reduced |
| Alta Advisers Ltd | 5,000 | $210.3K | 0.12% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 4,995 | $210.1K | 0.01% | +379+8.2% | Added |
| Greenhouse Wealth Management, LLC | 4,992 | $209.9K | 0.19% | 00.0% | Unchanged |
| HC Advisors, LLC | 4,968 | $208.9K | 0.12% | −491−9.0% | Reduced |
| Arvest Trust Co N A | 4,955 | $208.4K | 0.01% | −78−1.5% | Reduced |
| AXS Investments LLC | 4,954 | $208.3K | 0.05% | −1,067−17.7% | Reduced |
| WealthTrust Axiom LLC | 4,948 | $208.1K | 0.07% | −1,093−18.1% | Reduced |
| Curi Capital | 4,948 | $208.1K | 0.03% | −357−6.7% | Reduced |
| Jag Capital Management, LLC | 4,945 | $207.9K | 0.03% | 00.0% | Unchanged |
| NBW Capital LLC | 4,938 | $207.6K | 0.05% | −561−10.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 4,936 | $207.6K | 0.06% | +4,936 | New |
| Becker Capital Management Inc | 4,820 | $207.4K | 0.01% | −248−4.9% | Reduced |
| Pointe Capital Management LLC | 4,926 | $207.1K | 0.16% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,921 | $206.9K | 0.08% | −140−2.8% | Reduced |
| William Allan, LLC | 4,912 | $206.6K | 0.16% | +162+3.4% | Added |
| Barry Investment Advisors, LLC | 4,798 | $206.5K | 0.07% | +43+0.9% | Added |
| Carlson Capital Management | 4,909 | $206.4K | 0.01% | +31+0.6% | Added |
| Element Wealth, LLC | 4,901 | $206.1K | 0.15% | +40+0.8% | Added |
| Concord Asset Management, LLC | 4,900 | $206.1K | 0.07% | +4,900 | New |
| Aspiriant, LLC | 4,895 | $205.9K | 0.01% | +4,895 | New |
| NWF Advisory Services Inc. | 4,890 | $205.6K | 0.05% | −61−1.2% | Reduced |
| Fidelis Capital Partners, LLC | 4,915 | $205.6K | 0.07% | −1,122−18.6% | Reduced |
| Capital Investment Counsel, Inc | 4,884 | $205.4K | 0.04% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,877 | $205.1K | 0.05% | +4,877 | New |
| Sonata Capital Group Inc | 4,864 | $205.0K | 0.11% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,764 | $205.0K | 0.01% | +38+0.8% | Added |
| Traphagen Investment Advisors LLC | 4,871 | $204.8K | 0.03% | +4,871 | New |
| Magnus Financial Group LLC | 4,868 | $204.7K | 0.03% | −303−5.9% | Reduced |
| Resonant Capital Advisors, LLC | 4,738 | $204.0K | 0.02% | +254+5.7% | Added |
| TD Private Client Wealth LLC | 4,848 | $203.9K | 0.01% | −11,990−71.2% | Reduced |
| Meridian Wealth Partners, LLC | 4,824 | $202.8K | 0.04% | +95+2.0% | Added |
| Atlas Capital Advisors LLC | 4,813 | $202.4K | 0.03% | −850−15.0% | Reduced |
| Atwood & Palmer Inc | 4,808 | $202.2K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,800 | $201.9K | 0.04% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 4,800 | $201.8K | 0.12% | −400−7.7% | Reduced |
| Family Firm, Inc. | 4,795 | $201.6K | 0.06% | +8+0.2% | Added |
| Sweet Financial Partners, LLC | 4,795 | $201.6K | 0.05% | +4,795 | New |
| Pallas Capital Advisors LLC | 5,007 | $201.5K | 0.01% | +5,007 | New |
| Weaver Consulting Group | 4,785 | $201.2K | 0.09% | +158+3.4% | Added |
| Amica Retiree Medical Trust | 4,791 | $201.0K | 0.24% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 4,779 | $201.0K | 0.13% | +110+2.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 4,756 | $200.0K | 0.02% | +10.0% | Added |
| Thompson Siegel & Walmsley LLC | 4,743 | $199.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,599 | $193.4K | 0.02% | −33−0.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,557 | $191.6K | 0.05% | −9−0.2% | Reduced |
| Itau Unibanco Holding S.A. | 4,526 | $190.3K | 0.01% | +1,627+56.1% | Added |
| EverSource Wealth Advisors, LLC | 4,492 | $188.9K | 0.02% | −542−10.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,473 | $188.1K | 0.05% | +80+1.8% | Added |
| Garde Capital, Inc. | 4,387 | $184.0K | 0.02% | +30+0.7% | Added |
| V-Square Quantitative Management LLC | 4,363 | $183.5K | 0.08% | +4,116+1,666.4% | Added |
| Community Bank, N.A. | 4,361 | $183.3K | 0.03% | −284−6.1% | Reduced |
| Stonebridge Capital Advisors LLC | 4,306 | $181.1K | 0.02% | −293−6.4% | Reduced |
| Icon Wealth Partners, LLC | 4,253 | $178.8K | 0.02% | −119−2.7% | Reduced |
| Westside Investment Management, Inc. | 4,250 | $178.7K | 0.05% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 4,242 | $178.4K | 0.13% | −23,228−84.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,119 | $173.0K | 0.13% | −228−5.2% | Reduced |
| Colonial Trust Advisors | 4,056 | $170.5K | 0.02% | −1,993−32.9% | Reduced |
| Key Financial Inc | 3,966 | $166.8K | 0.06% | −175−4.2% | Reduced |
| Carolinas Wealth Consulting LLC | 40,711 | $166.1K | 0.04% | +86+0.2% | Added |
| Cranbrook Wealth Management, LLC | 3,884 | $163.3K | 0.05% | +12+0.3% | Added |