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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 149,149 | $6.27M | 0.19% | +38,954+35.4% | Added |
| Stony Point Wealth Management Inc. | 145,999 | $6.23M | 3.24% | +747+0.5% | Added |
| Crossmark Global Holdings, Inc. | 144,759 | $6.15M | 0.14% | +4,144+2.9% | Added |
| Great Valley Advisor Group, Inc. | 145,049 | $6.10M | 0.25% | −9,114−5.9% | Reduced |
| Inlet Private Wealth, LLC | 144,694 | $6.08M | 2.00% | −78,352−35.1% | Reduced |
| Insight Folios Inc | 144,568 | $6.08M | 2.97% | −14,742−9.3% | Reduced |
| Kentucky Retirement Systems | 141,640 | $5.96M | 0.21% | −1,881−1.3% | Reduced |
| Trexquant Investment LP | 140,866 | $5.92M | 0.15% | +140,866 | New |
| Vestcor Inc | 139,752 | $5.88M | 0.22% | +50,142+56.0% | Added |
| Central Trust Co | 139,387 | $5.86M | 0.17% | −210.0% | Reduced |
| Kennon-Green & Company, LLC | 138,292 | $5.82M | 5.77% | −576−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 138,182 | $5.81M | 0.21% | +18,376+15.3% | Added |
| Maryland State Retirement & Pension System | 137,575 | $5.79M | 0.13% | +1,122+0.8% | Added |
| Capital Management Corp | 136,803 | $5.75M | 1.30% | +135+0.1% | Added |
| Jacobs Levy Equity Management, Inc | 135,398 | $5.69M | 0.03% | −2,405,112−94.7% | Reduced |
| Windle Wealth, LLC | 134,928 | $5.67M | 4.23% | +5,975+4.6% | Added |
| Independent Advisor Alliance | 134,482 | $5.65M | 0.26% | +7,374+5.8% | Added |
| Valley National Advisers Inc | 132,312 | $5.56M | 0.97% | −6,196−4.5% | Reduced |
| Rafferty Asset Management, LLC | 132,209 | $5.56M | 0.03% | +12,802+10.7% | Added |
| Nomura Holdings Inc | 131,798 | $5.54M | 0.06% | +28,082+27.1% | Added |
| LVM Capital Management Ltd | 131,449 | $5.53M | 0.78% | +325+0.2% | Added |
| Squarepoint Ops LLC | 131,078 | $5.51M | 0.03% | −99,380−43.1% | Reduced |
| Meitav Dash Investments Ltd | 129,632 | $5.51M | 0.09% | −278,874−68.3% | Reduced |
| Stratos Wealth Advisors, LLC | 130,660 | $5.49M | 0.36% | +80,404+160.0% | Added |
| Hyman Charles D | 129,685 | $5.45M | 0.35% | −1,936−1.5% | Reduced |
| Savoir Faire Capital Management, L.P. | 127,887 | $5.38M | 2.98% | +127,887 | New |
| Securian Asset Management, Inc | 127,349 | $5.36M | 0.16% | −20,395−13.8% | Reduced |
| Sigma Planning Corp | 127,261 | $5.35M | 0.20% | −5,054−3.8% | Reduced |
| Strategic Investment Solutions, Inc. | 120,446 | $5.32M | 0.07% | +118,536+6,206.1% | Added |
| Virtu Financial LLC | 125,753 | $5.29M | 0.53% | +125,753 | New |
| Avantax Advisory Services, Inc. | 124,734 | $5.25M | 0.06% | −268−0.2% | Reduced |
| Hartford Investment Management Co | 123,324 | $5.19M | 0.21% | −4,236−3.3% | Reduced |
| CWA Asset Management Group, LLC | 122,100 | $5.13M | 0.38% | −7,912−6.1% | Reduced |
| Commonwealth Retirement Investments LLC | 121,625 | $5.11M | 2.95% | +4,577+3.9% | Added |
| Claybrook Capital, LLC | 120,458 | $5.07M | 2.90% | 00.0% | Unchanged |
| KBC Group NV | 120,083 | $5.05M | 0.02% | +5,517+4.8% | Added |
| Investment Management Associates Inc | 119,222 | $5.01M | 2.09% | −965−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 118,338 | $4.98M | 0.15% | −5,527−4.5% | Reduced |
| Howe & Rusling Inc | 118,072 | $4.96M | 0.59% | −1,916−1.6% | Reduced |
| Hennessy Advisors Inc | 116,300 | $4.89M | 0.34% | −2,500−2.1% | Reduced |
| Sowell Financial Services LLC | 113,407 | $4.88M | 0.31% | +8,504+8.1% | Added |
| Steward Partners Investment Advisory, LLC | 115,315 | $4.85M | 0.07% | −1,902−1.6% | Reduced |
| Keystone Financial Planning, Inc. | 115,274 | $4.85M | 1.69% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 114,707 | $4.82M | 0.50% | +6,095+5.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 114,030 | $4.79M | 2.40% | +3,851+3.5% | Added |
| Sage Capital Advisors,llc | 114,011 | $4.79M | 1.76% | +742+0.7% | Added |
| Bokf, NA | 119,051 | $4.78M | 0.11% | −38,558−24.5% | Reduced |
| Regions Financial Corp | 112,880 | $4.75M | 0.04% | +390+0.3% | Added |
| Beacon Financial Group | 106,582 | $4.71M | 0.67% | +449+0.4% | Added |
| First National Trust Co | 112,007 | $4.71M | 0.22% | +38,105+51.6% | Added |
| Johnson Financial Group, Inc. | 108,859 | $4.67M | 0.32% | −17,298−13.7% | Reduced |
| KWMG, LLC | 110,439 | $4.64M | 0.58% | +4,231+4.0% | Added |
| Boyer & Corporon Wealth Management, LLC | 110,291 | $4.64M | 1.69% | −519−0.5% | Reduced |
| Louisiana State Employees Retirement System | 110,000 | $4.63M | 0.11% | −400−0.4% | Reduced |
| Principal Street Partners, LLC | 109,533 | $4.61M | 0.91% | −985−0.9% | Reduced |
| Equitable Holdings, Inc. | 108,284 | $4.55M | 0.07% | +4,692+4.5% | Added |
| Whittier Trust Co | 106,927 | $4.50M | 0.08% | +195+0.2% | Added |
| Clifford Swan Investment Counsel LLC | 104,472 | $4.39M | 0.18% | −1,772−1.7% | Reduced |
| Atria Investments LLC | 103,886 | $4.37M | 0.08% | −24,983−19.4% | Reduced |
| Butensky & Cohen Financial Security, Inc | 103,487 | $4.35M | 1.58% | +4,170+4.2% | Added |
| Mutual Advisors, LLC | 103,260 | $4.34M | 0.17% | +5,225+5.3% | Added |
| Ar Asset Management Inc | 103,076 | $4.33M | 1.22% | −550−0.5% | Reduced |
| Fluent Financial, LLC | 103,046 | $4.33M | 2.33% | +69,474+206.9% | Added |
| Verition Fund Management LLC | 102,450 | $4.31M | 0.06% | +79,955+355.4% | Added |
| Hutner Capital Management Inc | 102,145 | $4.30M | 2.63% | −1,800−1.7% | Reduced |
| Massmutual Trust Co FSB | 100,877 | $4.24M | 0.16% | −166−0.2% | Reduced |
| Fifth Third Bancorp | 100,790 | $4.24M | 0.02% | −1,122−1.1% | Reduced |
| Peapack Gladstone Financial Corp | 99,580 | $4.19M | 0.08% | −7,552−7.0% | Reduced |
| Lincoln National Corp | 99,516 | $4.18M | 0.08% | +7,117+7.7% | Added |
| Umb Bank N A | 99,452 | $4.18M | 0.07% | −1,199−1.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 99,136 | $4.17M | 0.27% | −179,133−64.4% | Reduced |
| Meyer Handelman Co | 98,832 | $4.16M | 0.17% | +26,150+36.0% | Added |
| Hantz Financial Services, Inc. | 98,210 | $4.13M | 0.10% | +1,858+1.9% | Added |
| Baugh & Associates, LLC | 97,539 | $4.10M | 2.57% | +7,806+8.7% | Added |
| Shilanski & Associates, Inc. | 95,751 | $4.08M | 1.67% | +3,971+4.3% | Added |
| Coston, McIsaac & Partners | 96,420 | $4.05M | 1.54% | +6,021+6.7% | Added |
| Foundations Investment Advisors, LLC | 96,307 | $4.05M | 0.12% | +8,545+9.7% | Added |
| Rbo & Co LLC | 95,588 | $4.02M | 0.73% | 00.0% | Unchanged |
| Grassi Investment Management | 95,386 | $4.01M | 0.46% | 00.0% | Unchanged |
| MAI Capital Management | 95,347 | $4.01M | 0.06% | +5,858+6.5% | Added |
| WBI Investments | 95,164 | $4.00M | 0.81% | −72,693−43.3% | Reduced |
| Venture Visionary Partners LLC | 95,142 | $4.00M | 0.24% | +2,567+2.8% | Added |
| M&G Investment Management Ltd | 94,861 | $3.98M | 0.03% | +10,881+13.0% | Added |
| Tower Research Capital LLC (TRC) | 93,977 | $3.95M | 0.12% | +1,584+1.7% | Added |
| National Asset Management, Inc. | 91,794 | $3.95M | 0.11% | −11,466−11.1% | Reduced |
| New Mexico Educational Retirement Board | 92,895 | $3.91M | 0.17% | +6,100+7.0% | Added |
| MainStreet Investment Advisors LLC | 92,522 | $3.89M | 0.45% | −2,229−2.4% | Reduced |
| Brookstone Capital Management | 91,087 | $3.88M | 0.09% | +4,090+4.7% | Added |
| Edmp, Inc. | 91,322 | $3.84M | 3.92% | −1,586−1.7% | Reduced |
| Los Angeles Capital Management LLC | 91,180 | $3.83M | 0.02% | −402,298−81.5% | Reduced |
| Stock Yards Bank & Trust Co | 90,979 | $3.83M | 0.15% | −7,701−7.8% | Reduced |
| Annex Advisory Services, LLC | 90,677 | $3.81M | 0.23% | +1,581+1.8% | Added |
| Synergy Financial Management, LLC | 90,353 | $3.80M | 0.75% | +80,256+794.8% | Added |
| Tectonic Advisors LLC | 90,096 | $3.79M | 0.36% | +12,910+16.7% | Added |
| Lowe Brockenbrough & Co Inc | 87,745 | $3.78M | 0.29% | −190−0.2% | Reduced |
| Heritage Wealth Advisors | 89,681 | $3.77M | 0.21% | +2,573+3.0% | Added |
| Highland Capital Management, LLC | 89,633 | $3.77M | 0.26% | −6,890−7.1% | Reduced |
| SYSTM Wealth Solutions LLC | 88,698 | $3.73M | 0.57% | −194−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 88,419 | $3.72M | 0.13% | −229−0.3% | Reduced |
| Park Circle Co | 88,050 | $3.70M | 3.49% | +23,300+36.0% | Added |