Skip to main content

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; 2,575 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
1,843
−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
719 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.

Institutional holdersQ3 2023: 1,843 institutions
Q1 2021: 1,776 institutionsQ2 2021: 1,753 institutionsQ3 2021: 1,711 institutionsQ4 2021: 1,852 institutionsQ1 2022: 1,920 institutionsQ2 2022: 1,814 institutionsQ3 2022: 1,767 institutionsQ4 2022: 1,901 institutionsQ1 2023: 1,877 institutionsQ2 2023: 1,885 institutionsQ3 2023: 1,843 institutionsQ4 2023: 1,891 institutionsQ1 2024: 1,903 institutionsQ2 2024: 1,919 institutionsQ3 2024: 1,997 institutionsQ4 2024: 2,173 institutionsQ1 2025: 2,251 institutionsQ2 2025: 2,267 institutionsQ3 2025: 2,357 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,502 institutionsQ2 2026: 2,575 institutions
Value heldQ3 2023: $43.6B
Q1 2021: $57.2BQ2 2021: $52.4BQ3 2021: $49.6BQ4 2021: $50.8BQ1 2022: $56.2BQ2 2022: $44.8BQ3 2022: $42.6BQ4 2022: $48.2BQ1 2023: $46.8BQ2 2023: $47.5BQ3 2023: $43.6BQ4 2023: $40.9BQ1 2024: $45.9BQ2 2024: $46.1BQ3 2024: $51.9BQ4 2024: $53.6BQ1 2025: $63.3BQ2 2025: $60.5BQ3 2025: $68.2BQ4 2025: $60.4BQ1 2026: $68.7BQ2 2026: $77.1B
Institutions holding MO and their total value by quarter
QuarterHoldersValue
Q2 20262,575$77.1B
Q1 20262,502$68.7B
Q4 20252,395$60.4B
Q3 20252,357$68.2B
Q2 20252,267$60.5B
Q1 20252,251$63.3B
Q4 20242,173$53.6B
Q3 20241,997$51.9B
Q2 20241,919$46.1B
Q1 20241,903$45.9B
Q4 20231,891$40.9B
Q3 20231,843$43.6B
Q2 20231,885$47.5B
Q1 20231,877$46.8B
Q4 20221,901$48.2B
Q3 20221,767$42.6B
Q2 20221,814$44.8B
Q1 20221,920$56.2B
Q4 20211,852$50.8B
Q3 20211,711$49.6B
Q2 20211,753$52.4B
Q1 20211,776$57.2B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q2 2023.

Institutions holding MO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Advisors Capital Management, LLC303,499$12.8M0.32%+11,144+3.8%Added
Synovus Financial Corp301,184$12.7M0.14%−1,561−0.5%Reduced
GW&K Investment Management, LLC300,152$12.6M0.13%−274,257−47.7%Reduced
Mercer Global Advisors Inc296,089$12.5M0.05%−6,321−2.1%Reduced
D.A. Davidson & Co.294,401$12.4M0.13%+695+0.2%Added
New York Life Investment Management LLC293,924$12.4M0.13%−7,093−2.4%Reduced
Glenmede Trust Co NA293,850$12.4M0.07%−107,407−26.8%Reduced
Blair William & Co290,901$12.2M0.05%+8,992+3.2%Added
Connectus Wealth, LLC289,837$12.2M0.27%−389,239−57.3%Reduced
Clear Street Markets LLC272,100$11.4M8.05%+51,966+23.6%Added
Public Employees Retirement Association of Colorado270,903$11.4M0.06%−14,277−5.0%Reduced
CIBC World Markets Inc.266,002$11.2M0.04%+39,526+17.5%Added
Verity & Verity, LLC264,627$11.1M1.39%+34,814+15.1%Added
Raymond James Trust N.A.260,986$11.0M0.33%+6,534+2.6%Added
Northwestern Mutual Wealth Management Co259,534$10.9M0.01%−4,135−1.6%Reduced
Centre Asset Management, LLC256,567$10.8M2.63%−9,002−3.4%Reduced
ProShare Advisors LLC253,437$10.7M0.03%−14,537−5.4%Reduced
Landscape Capital Management, L.L.C.251,764$10.6M1.40%+7,094+2.9%Added
First Manhattan Co250,645$10.5M0.04%+11,148+4.7%Added
Beacon Pointe Advisors, LLC250,319$10.5M0.13%+118,867+90.4%Added
Adams Asset Advisors, LLC249,611$10.5M1.41%+55,974+28.9%Added
Intech Investment Management LLC247,125$10.4M0.15%+66,296+36.7%Added
Mayflower Financial Advisors, LLC246,234$10.4M1.55%+40.0%Added
ING Groep NV245,857$10.3M0.09%−597,473−70.8%Reduced
Mutual of America Capital Management LLC245,563$10.3M0.13%−8,795−3.5%Reduced
CIBC Private Wealth Group, LLC243,346$10.2M0.02%−8,644−3.4%Reduced
QRG Capital Management, Inc.242,519$10.2M0.18%+242,519New
Cullen/Frost Bankers, Inc.242,043$10.2M0.18%−3,619−1.5%Reduced
RMB Capital Management, LLC240,479$10.1M0.35%−1,913−0.8%Reduced
Cerity Partners LLC236,157$10.1M0.05%−107,035−31.2%Reduced
Guggenheim Capital LLC236,415$9.94M0.09%+5,644+2.4%Added
South Dakota Investment Council236,208$9.93M0.23%+9,670+4.3%Added
State of Alaska, Department of Revenue235,918$9.92M0.13%−9,925−4.0%Reduced
Cetera Investment Advisers235,043$9.88M0.09%+3,756+1.6%Added
Schwerin Boyle Capital Management Inc232,925$9.79M1.15%00.0%Unchanged
Walleye Capital LLC232,698$9.78M0.14%+229,259+6,666.4%Added
Morningstar Investment Services LLC230,252$9.70M0.12%−1,389−0.6%Reduced
Korea Investment CORP228,555$9.61M0.03%−47,067−17.1%Reduced
Holocene Advisors, LP227,425$9.56M0.04%+30,019+15.2%Added
D. E. Shaw & Co., Inc.224,919$9.46M0.02%+114,376+103.5%Added
Brown Advisory Inc219,024$9.21M0.02%−2,375−1.1%Reduced
Pinnacle Financial Partners Inc217,948$9.16M0.24%−41,358−15.9%Reduced
Oppenheimer & Co Inc217,313$9.14M0.19%−7,656−3.4%Reduced
Benedict Financial Advisors Inc216,503$9.10M2.63%+1,939+0.9%Added
Advisory Services Network, LLC214,180$9.01M0.24%−25,838−10.8%Reduced
Regal Investment Advisors LLC214,028$9.00M0.78%+13,111+6.5%Added
Systematic Alpha Investments, LLC212,638$8.94M0.45%00.0%Unchanged
Janus Henderson Group PLC210,329$8.85M0.01%−124,194−37.1%Reduced
Artemis Investment Management LLP208,843$8.78M0.12%−5,652−2.6%Reduced
Steel Peak Wealth Management LLC206,810$8.77M0.55%+176,292+577.7%Added
Allen Mooney & Barnes Investment Advisors LLC207,731$8.74M1.86%+8,418+4.2%Added
Sumitomo Mitsui DS Asset Management Company, Ltd207,239$8.71M0.14%+8,894+4.5%Added
Dean Investment Associates, LLC207,098$8.71M1.43%+1,193+0.6%Added
Cedar Wealth Management, LLC205,804$8.65M3.42%−6,681−3.1%Reduced
Nissay Asset Management Corp205,697$8.65M0.08%+6,453+3.2%Added
Illinois Municipal Retirement Fund205,559$8.64M0.16%+23,902+13.2%Added
Cresset Asset Management, LLC197,620$8.48M0.06%+56,680+40.2%Added
GAM Holding AG201,248$8.46M0.62%+313+0.2%Added
Callodine Capital Management, LP200,000$8.41M2.34%+50,000+33.3%Added
Churchill Management Corp199,085$8.37M0.14%−13,747−6.5%Reduced
SG Americas Securities, LLC197,615$8.31M0.11%+130,558+194.7%Added
Northern Oak Wealth Management Inc197,100$8.29M1.03%+1,077+0.5%Added
ARS Wealth Advisors Group, LLC196,933$8.28M1.36%−1,523−0.8%Reduced
Wealthfront Advisers LLC193,546$8.14M0.04%+23,635+13.9%Added
Xponance, Inc.192,916$8.11M0.11%−5,219−2.6%Reduced
GWM Advisors LLC190,359$8.00M0.09%+26,197+16.0%Added
Public Sector Pension Investment Board190,091$7.99M0.06%+19,108+11.2%Added
Thornburg Investment Management Inc187,900$7.90M0.13%−35,300−15.8%Reduced
Yousif Capital Management, LLC186,757$7.85M0.10%−4,157−2.2%Reduced
Snowden Capital Advisors LLC185,046$7.78M0.33%−37,506−16.9%Reduced
Walleye Trading LLC183,144$7.70M0.18%+105,107+134.7%Added
Element Capital Management LLC182,371$7.67M0.68%−35,862−16.4%Reduced
CWM, LLC180,436$7.59M0.05%+29,341+19.4%Added
Miller Howard Investments Inc180,000$7.57M0.28%00.0%Unchanged
Busey Wealth Management179,952$7.57M0.32%+1,815+1.0%Added
Capstone Investment Advisors, LLC179,528$7.55M0.20%+119,920+201.2%Added
Brinker Capital Investments, LLC178,835$7.52M0.09%−16,310−8.4%Reduced
Orion Portfolio Solutions, LLC178,835$7.52M0.09%−16,310−8.4%Reduced
Old National Bancorp177,079$7.45M0.22%+7,157+4.2%Added
U.S. Capital Wealth Advisors, LLC172,962$7.27M0.33%+3,494+2.1%Added
Huntington National Bank172,501$7.25M0.07%−12,455−6.7%Reduced
Intact Investment Management Inc.170,600$7.17M0.31%00.0%Unchanged
Granite Bay Wealth Management, LLC162,036$7.16M0.07%+162,036New
Newport Trust Co170,103$7.15M0.02%−1,262−0.7%Reduced
Kestra Private Wealth Services, LLC169,501$7.13M0.22%+1,647+1.0%Added
NorthRock Partners, LLC165,900$6.98M0.73%+21,086+14.6%Added
Gotham Asset Management, LLC164,471$6.92M0.14%−40,741−19.9%Reduced
British Columbia Investment Management Corp162,329$6.83M0.06%+1,255+0.8%Added
Visionary Wealth Advisors161,877$6.81M0.55%+3,068+1.9%Added
Greylin Investment Mangement Inc161,224$6.78M1.22%+12,565+8.5%Added
Private Advisor Group, LLC161,025$6.77M0.06%−4,957−3.0%Reduced
Bard Financial Services, Inc.160,167$6.74M0.83%+2,960+1.9%Added
Auxier Asset Management157,297$6.61M1.13%−2,534−1.6%Reduced
Keybank National Association156,916$6.60M0.03%−5,796−3.6%Reduced
First Fiduciary Investment Counsel, Inc.156,090$6.56M1.54%+4,008+2.6%Added
Sather Financial Group Inc155,600$6.54M0.54%00.0%Unchanged
Pathstone Family Office, LLC151,695$6.42M0.05%+83,167+121.4%Added
Viking Fund Management LLC151,300$6.36M1.28%+15,300+11.3%Added
Daiwa Securities Group Inc.150,130$6.31M0.04%+10,117+7.2%Added
Atria Wealth Solutions, Inc.148,969$6.28M0.09%+2,747+1.9%Added