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 |
|---|---|---|---|---|---|
| JustInvest LLC | 87,630 | $3.68M | 0.11% | +8,037+10.1% | Added |
| Stephens Inc | 86,627 | $3.64M | 0.07% | −1,410−1.6% | Reduced |
| Texas Yale Capital Corp. | 86,268 | $3.63M | 0.16% | −3,335−3.7% | Reduced |
| Formidable Asset Management, LLC | 85,933 | $3.61M | 0.80% | +5,108+6.3% | Added |
| Scotia Capital Inc. | 85,534 | $3.60M | 0.03% | −1,560−1.8% | Reduced |
| Johnson Investment Counsel Inc | 84,930 | $3.57M | 0.05% | +17,530+26.0% | Added |
| Argent Trust Co | 83,738 | $3.52M | 0.19% | +1,819+2.2% | Added |
| Altrius Capital Management Inc | 83,374 | $3.51M | 1.04% | +2,582+3.2% | Added |
| Van Eck Associates Corp | 83,352 | $3.50M | 0.01% | −5,504−6.2% | Reduced |
| Ascent Group, LLC | 86,649 | $3.48M | 0.38% | +140+0.2% | Added |
| Freestone Capital Holdings, LLC | 82,580 | $3.47M | 0.18% | +11,099+15.5% | Added |
| Financial Security Advisor, Inc. | 80,170 | $3.45M | 1.59% | +80,170 | New |
| Good Life Advisors, LLC | 81,691 | $3.44M | 0.39% | +3,460+4.4% | Added |
| CFM Wealth Partners LLC | 81,638 | $3.43M | 0.90% | +727+0.9% | Added |
| Capital International Inc | 81,512 | $3.43M | 0.07% | −57,172−41.2% | Reduced |
| Baldwin Brothers Inc | 80,835 | $3.40M | 0.29% | −11,926−12.9% | Reduced |
| Stokes Family Office, LLC | 80,268 | $3.38M | 0.40% | −4,868−5.7% | Reduced |
| Merit Financial Group, LLC | 79,430 | $3.34M | 0.11% | −6,099−7.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 79,201 | $3.33M | 0.34% | −296−0.4% | Reduced |
| Bluefin Capital Management, LLC | 78,800 | $3.31M | 0.29% | −4,900−5.9% | Reduced |
| Slagle Financial, LLC | 77,808 | $3.27M | 2.01% | +7,718+11.0% | Added |
| Mechanics Bank Trust Department | 77,744 | $3.27M | 0.55% | −1,397−1.8% | Reduced |
| Global Retirement Partners, LLC | 78,302 | $3.26M | 0.16% | −13,358−14.6% | Reduced |
| Cornerstone Advisors, LLC | 77,300 | $3.25M | 0.15% | +77,300 | New |
| Cypress Capital Group | 76,496 | $3.22M | 0.46% | −2,348−3.0% | Reduced |
| Cornerstone Wealth Group, LLC | 76,247 | $3.21M | 0.57% | +2,106+2.8% | Added |
| Coho Partners, Ltd. | 75,959 | $3.19M | 0.07% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 75,724 | $3.18M | 2.30% | 00.0% | Unchanged |
| IFP Advisors, Inc | 75,651 | $3.18M | 0.14% | −6,717−8.2% | Reduced |
| Apollon Wealth Management, LLC | 75,597 | $3.18M | 0.16% | −4,785−6.0% | Reduced |
| Hollencrest Capital Management | 74,480 | $3.13M | 0.35% | +1,047+1.4% | Added |
| KPP Advisory Services LLC | 74,381 | $3.13M | 1.03% | +74,381 | New |
| Integrated Wealth Concepts LLC | 74,269 | $3.12M | 0.06% | +12,986+21.2% | Added |
| Heritage Investors Management Corp | 74,112 | $3.12M | 0.13% | −194−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 74,049 | $3.11M | 0.15% | +2,692+3.8% | Added |
| Epoch Investment Partners, Inc. | 73,457 | $3.09M | 0.02% | −459−0.6% | Reduced |
| Metropolitan Life Insurance Co | 73,423 | $3.09M | 0.16% | −4,367−5.6% | Reduced |
| Glenview Trust Co | 73,388 | $3.09M | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 73,247 | $3.08M | 0.85% | 00.0% | Unchanged |
| Heritage Trust Co | 72,689 | $3.06M | 0.48% | −2,073−2.8% | Reduced |
| Panagora Asset Management Inc | 72,688 | $3.06M | 0.02% | +230.0% | Added |
| Jarislowsky, Fraser Ltd | 72,300 | $3.04M | 0.02% | −17,300−19.3% | Reduced |
| WSFS Capital Management, LLC | 72,250 | $3.04M | 0.20% | +72,250 | New |
| Avantax Planning Partners, Inc. | 71,935 | $3.02M | 0.13% | −699−1.0% | Reduced |
| Group One Trading, L.P. | 71,203 | $2.99M | 0.12% | +4,913+7.4% | Added |
| Advisor Partners II, LLC | 70,493 | $2.96M | 0.12% | +6,720+10.5% | Added |
| Cornercap Investment Counsel Inc | 69,957 | $2.94M | 0.54% | +6,230+9.8% | Added |
| Buckingham Strategic Wealth, LLC | 69,762 | $2.93M | 0.04% | −4,230−5.7% | Reduced |
| Norinchukin Bank, The | 69,487 | $2.92M | 0.07% | −84,102−54.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 69,197 | $2.91M | 1.51% | +69,197 | New |
| Pekin Hardy Strauss, Inc. | 68,693 | $2.89M | 0.46% | −201−0.3% | Reduced |
| Clark Estates Inc | 68,400 | $2.88M | 0.52% | +6,600+10.7% | Added |
| Community Bank & Trust, Waco, Texas | 71,163 | $2.87M | 1.02% | +868+1.2% | Added |
| Sepio Capital, LP | 68,130 | $2.86M | 0.25% | −3,026−4.3% | Reduced |
| Aviva PLC | 68,110 | $2.86M | 0.01% | −489−0.7% | Reduced |
| Banque Cantonale Vaudoise | 67,727 | $2.85M | 0.14% | −16,094−19.2% | Reduced |
| Arnhold LLC | 67,695 | $2.85M | 0.34% | 00.0% | Unchanged |
| CX Institutional | 67,227 | $2.83M | 0.16% | +50,683+306.4% | Added |
| TD Waterhouse Canada Inc. | 64,265 | $2.83M | 0.03% | +922+1.5% | Added |
| iA Global Asset Management Inc. | 66,376 | $2.79M | 0.07% | −4,868−6.8% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 64,854 | $2.79M | 0.19% | −8,029−11.0% | Reduced |
| Capital Square, LLC | 64,352 | $2.77M | 3.74% | +1,983+3.2% | Added |
| Contrarius Investment Management Ltd | 65,832 | $2.77M | 0.16% | −2,531−3.7% | Reduced |
| Fernwood Investment Management, LLC | 65,557 | $2.76M | 0.99% | −45−0.1% | Reduced |
| Park Avenue Securities LLC | 65,101 | $2.74M | 0.04% | −1,837−2.7% | Reduced |
| DFPG Investments, LLC | 67,450 | $2.71M | 0.25% | +2,144+3.3% | Added |
| Ossiam | 63,291 | $2.66M | 0.05% | +15,380+32.1% | Added |
| Federated Hermes, Inc. | 63,282 | $2.66M | 0.01% | −972−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 63,238 | $2.66M | 0.21% | −840−1.3% | Reduced |
| Verdence Capital Advisors LLC | 63,009 | $2.65M | 0.29% | +1,521+2.5% | Added |
| Level Four Advisory Services, LLC | 62,467 | $2.63M | 0.17% | −4,102−6.2% | Reduced |
| Haverford Trust Co | 62,120 | $2.61M | 0.03% | +251+0.4% | Added |
| Associated Banc-Corp | 61,632 | $2.59M | 0.10% | −1,813−2.9% | Reduced |
| Bryn Mawr Trust Co | 61,454 | $2.58M | 0.11% | −929−1.5% | Reduced |
| DoubleLine ETF Adviser LP | 61,297 | $2.58M | 0.92% | +61,297 | New |
| Mid-American Wealth Advisory Group, Inc. | 60,350 | $2.58M | 2.08% | +41,937+227.8% | Added |
| LVW Advisors, LLC | 61,088 | $2.57M | 0.55% | −29,055−32.2% | Reduced |
| Dana Investment Advisors, Inc. | 61,005 | $2.57M | 0.13% | +2,646+4.5% | Added |
| Capital Investment Advisory Services, LLC | 60,552 | $2.55M | 0.25% | +7,851+14.9% | Added |
| Hancock Whitney Corp | 60,281 | $2.53M | 0.10% | −229−0.4% | Reduced |
| Investmark Advisory Group LLC | 59,068 | $2.48M | 1.68% | −54−0.1% | Reduced |
| Hohimer Wealth Management, LLC | 58,968 | $2.48M | 0.71% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 58,854 | $2.47M | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 58,692 | $2.47M | 0.04% | +38,308+187.9% | Added |
| Financial Partners Group, LLC | 58,365 | $2.45M | 1.18% | +10,609+22.2% | Added |
| Tiaa Trust, National Association | 58,273 | $2.45M | 0.01% | +58,273 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 58,143 | $2.44M | 2.06% | +253+0.4% | Added |
| Pitcairn Co | 57,968 | $2.44M | 0.20% | +10,653+22.5% | Added |
| Convergence Investment Partners, LLC | 57,963 | $2.44M | 1.44% | −2,079−3.5% | Reduced |
| ProVise Management Group, LLC | 57,898 | $2.43M | 0.23% | +496+0.9% | Added |
| Bridges Investment Management Inc | 57,707 | $2.43M | 0.09% | −1,050−1.8% | Reduced |
| Wintrust Investments LLC | 57,583 | $2.42M | 0.25% | +742+1.3% | Added |
| HBW Advisory Services LLC | 56,661 | $2.38M | 0.50% | +22,958+68.1% | Added |
| 3Chopt Investment Partners, LLC | 55,367 | $2.38M | 1.41% | +4,178+8.2% | Added |
| Marcum Wealth, LLC | 56,563 | $2.38M | 0.29% | −3,264−5.5% | Reduced |
| Allworth Financial LP | 56,562 | $2.38M | 0.02% | +311+0.6% | Added |
| Ci Investments Inc. | 56,562 | $2.38M | 0.01% | +1,562+2.8% | Added |
| Verus Financial Partners, Inc. | 55,709 | $2.38M | 0.31% | +359+0.6% | Added |
| SeaCrest Wealth Management, LLC | 56,507 | $2.38M | 0.31% | −911−1.6% | Reduced |
| Manhattan West Asset Management, LLC | 56,314 | $2.37M | 0.73% | +10,065+21.8% | Added |