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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 55,902 | $2.35M | 0.15% | +370+0.7% | Added |
| KMG Fiduciary Partners, LLC | 55,587 | $2.34M | 0.31% | +1,572+2.9% | Added |
| Axxcess Wealth Management, LLC | 55,546 | $2.34M | 0.08% | +41,432+293.6% | Added |
| Stratos Wealth Partners, LTD. | 55,203 | $2.32M | 0.05% | +3,873+7.5% | Added |
| Trust Co of Virginia | 54,881 | $2.31M | 0.25% | +175+0.3% | Added |
| Metis Global Partners, LLC | 54,767 | $2.30M | 0.11% | +1,374+2.6% | Added |
| HB Wealth Management, LLC | 54,718 | $2.30M | 0.04% | +4,688+9.4% | Added |
| Engineers Gate Manager LP | 54,668 | $2.30M | 0.08% | +46,753+590.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 54,531 | $2.29M | 0.15% | +2,550+4.9% | Added |
| Edgar Lomax Co | 54,340 | $2.28M | 0.16% | −1,300−2.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 53,697 | $2.26M | 0.09% | +334+0.6% | Added |
| Clearstead Advisors, LLC | 53,479 | $2.25M | 0.14% | +331+0.6% | Added |
| Pinnacle Associates Ltd | 53,423 | $2.25M | 0.04% | −3,170−5.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 53,302 | $2.24M | 0.02% | −291,905−84.6% | Reduced |
| Parthenon LLC | 53,295 | $2.24M | 0.34% | 00.0% | Unchanged |
| NBT Bank N A | 53,016 | $2.23M | 0.21% | +8,350+18.7% | Added |
| Founders Financial Alliance, LLC | 52,795 | $2.22M | 0.97% | +2,463+4.9% | Added |
| Hosking Partners LLP | 52,731 | $2.22M | 0.10% | −37,444−41.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 52,606 | $2.21M | 0.49% | +20,165+62.2% | Added |
| Leelyn Smith, LLC | 52,545 | $2.21M | 0.54% | +1,303+2.5% | Added |
| Williams Jones Wealth Management, LLC. | 51,872 | $2.18M | 0.03% | −1,806−3.4% | Reduced |
| Ostrum Asset Management | 51,772 | $2.18M | 0.20% | −12,948−20.0% | Reduced |
| Marshall Wace, LLP | 51,636 | $2.17M | 0.00% | −185,264−78.2% | Reduced |
| Alaska Permanent Fund Corp | 51,600 | $2.17M | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 51,495 | $2.17M | 0.06% | −5,529−9.7% | Reduced |
| Cohen Klingenstein LLC | 51,479 | $2.16M | 0.10% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,426 | $2.16M | 0.03% | −239−0.5% | Reduced |
| Redwood Investment Management, LLC | 51,365 | $2.16M | 0.19% | +10,067+24.4% | Added |
| Verus Capital Partners, LLC | 51,211 | $2.15M | 0.30% | +8,439+19.7% | Added |
| Deltec Asset Management LLC | 51,150 | $2.15M | 0.49% | −2,137−4.0% | Reduced |
| Accurate Wealth Management, LLC | 49,507 | $2.14M | 0.67% | +7,272+17.2% | Added |
| South State Corp. | 50,556 | $2.13M | 0.20% | +4,709+10.3% | Added |
| CSS LLC | 50,533 | $2.12M | 0.18% | −11,400−18.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 50,470 | $2.12M | 0.58% | +6,555+14.9% | Added |
| OmniStar Financial Group, Inc. | 49,966 | $2.10M | 2.50% | +2,166+4.5% | Added |
| Salem Investment Counselors Inc | 48,798 | $2.10M | 0.08% | −1,091−2.2% | Reduced |
| Kovack Advisors, Inc. | 49,845 | $2.10M | 0.29% | −8,655−14.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 49,760 | $2.09M | 0.22% | −130.0% | Reduced |
| Savant Capital, LLC | 49,758 | $2.09M | 0.03% | +1,931+4.0% | Added |
| Proequities, Inc. | 48,587 | $2.09M | 0.16% | +1,732+3.7% | Added |
| Silvercrest Asset Management Group LLC | 49,565 | $2.08M | 0.02% | +25+0.1% | Added |
| Ritholtz Wealth Management | 49,138 | $2.07M | 0.09% | −105,024−68.1% | Reduced |
| Valeo Financial Advisors, LLC | 48,622 | $2.04M | 0.09% | +2,346+5.1% | Added |
| Hunter Associates Investment Management LLC | 48,108 | $2.02M | 0.41% | −2,193−4.4% | Reduced |
| Cutler Group LP | 48,106 | $2.02M | 0.32% | +40,323+518.1% | Added |
| Financial Sense Advisors, Inc. | 47,808 | $2.01M | 0.86% | −1,826−3.7% | Reduced |
| Doliver Advisors, LP | 47,564 | $2.00M | 0.60% | −280−0.6% | Reduced |
| Spreng Capital Management, Inc. | 47,519 | $2.00M | 1.47% | +1,360+2.9% | Added |
| Sawtooth Solutions, LLC | 46,993 | $1.98M | 0.06% | −17,971−27.7% | Reduced |
| Stonegate Investment Group, LLC | 46,874 | $1.97M | 0.07% | −3,246−6.5% | Reduced |
| Edgestream Partners, L.P. | 46,821 | $1.97M | 0.16% | +34,907+293.0% | Added |
| Federation des caisses Desjardins du Quebec | 46,812 | $1.97M | 0.02% | −1,314−2.7% | Reduced |
| Moody National Bank Trust Division | 46,393 | $1.95M | 0.13% | +3,570+8.3% | Added |
| Beverly Hills Private Wealth, LLC | 46,370 | $1.95M | 0.58% | −41,832−47.4% | Reduced |
| Atlantic Union Bankshares Corp | 46,323 | $1.95M | 0.20% | +5,989+14.8% | Added |
| Waters Parkerson & Co., LLC | 46,259 | $1.95M | 0.12% | +300+0.7% | Added |
| Hartford Financial Management Inc. | 46,079 | $1.94M | 0.49% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 46,000 | $1.93M | 0.00% | −3,340−6.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 45,428 | $1.91M | 0.05% | −609−1.3% | Reduced |
| CoreCap Advisors, LLC | 45,377 | $1.91M | 0.14% | −1,688−3.6% | Reduced |
| Ameritas Advisory Services, LLC | 44,674 | $1.90M | 0.09% | +25,458+132.5% | Added |
| EFG Asset Management (Americas) Corp. | 44,980 | $1.89M | 0.45% | −254−0.6% | Reduced |
| TrimTabs Asset Management, LLC | 44,937 | $1.89M | 1.00% | −7,671−14.6% | Reduced |
| Vontobel Holding Ltd. | 44,896 | $1.89M | 0.02% | +5,061+12.7% | Added |
| Modera Wealth Management, LLC | 44,807 | $1.88M | 0.04% | +15,651+53.7% | Added |
| Prospera Financial Services Inc | 44,747 | $1.88M | 0.07% | +331+0.7% | Added |
| Ieq Capital, LLC | 44,447 | $1.87M | 0.04% | −1,538−3.3% | Reduced |
| Independent Financial Group, LLC | 44,274 | $1.86M | 0.12% | +2,940+7.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 44,107 | $1.85M | 0.01% | +44,107 | New |
| Bessemer Group Inc | 43,874 | $1.84M | 0.00% | −641−1.4% | Reduced |
| HM Payson & Co | 43,649 | $1.84M | 0.04% | −1,026−2.3% | Reduced |
| Independence Bank of Kentucky | 43,614 | $1.83M | 0.77% | +202+0.5% | Added |
| Trust Co of Vermont | 43,584 | $1.83M | 0.12% | −3,383−7.2% | Reduced |
| Mission Wealth Management, LP | 43,361 | $1.82M | 0.07% | +13,084+43.2% | Added |
| Tyler-Stone Wealth Management | 43,364 | $1.82M | 1.04% | +1,061+2.5% | Added |
| Geneos Wealth Management Inc. | 43,329 | $1.82M | 0.09% | −110−0.3% | Reduced |
| Alley Investment Management Company, LLC | 43,028 | $1.81M | 0.31% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 42,881 | $1.80M | 0.22% | +442+1.0% | Added |
| Change Path, LLC | 42,736 | $1.80M | 0.13% | −7,587−15.1% | Reduced |
| Hayek Kallen Investment Management | 42,674 | $1.79M | 0.80% | −220−0.5% | Reduced |
| Green Square Capital Advisors LLC | 42,623 | $1.79M | 0.24% | −1,723−3.9% | Reduced |
| Aviance Capital Partners, LLC | 42,619 | $1.79M | 0.40% | −5,689−11.8% | Reduced |
| Ellenbecker Investment Group | 42,454 | $1.78M | 0.46% | +177+0.4% | Added |
| Westpac Banking Corp | 42,148 | $1.77M | 0.13% | 00.0% | Unchanged |
| Perpetual Ltd | 42,148 | $1.77M | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 42,143 | $1.77M | 0.08% | +17,909+73.9% | Added |
| Kinloch Capital, LLC | 41,806 | $1.76M | 1.10% | +418+1.0% | Added |
| Koshinski Asset Management, Inc. | 41,691 | $1.75M | 0.20% | +429+1.0% | Added |
| Simmons Bank | 41,527 | $1.75M | 0.15% | +2,135+5.4% | Added |
| Fortune Financial Advisors, LLC | 41,421 | $1.74M | 1.33% | +150+0.4% | Added |
| Pine Valley Investments Ltd Liability Co | 40,734 | $1.74M | 0.17% | +9,792+31.6% | Added |
| Hilltop Holdings Inc. | 41,199 | $1.73M | 0.21% | +3,958+10.6% | Added |
| Howard Capital Management Group, LLC | 41,184 | $1.73M | 0.17% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 40,655 | $1.71M | 1.43% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 40,504 | $1.70M | 0.34% | −2,713−6.3% | Reduced |
| Twinbeech Capital LP | 40,457 | $1.70M | 0.03% | +2,983+8.0% | Added |
| Sunbelt Securities, Inc. | 40,214 | $1.69M | 0.23% | −571−1.4% | Reduced |
| Affinity Investment Advisors, LLC | 40,208 | $1.69M | 1.09% | +339+0.9% | Added |
| NewEdge Wealth, LLC | 39,997 | $1.68M | 0.05% | +1,316+3.4% | Added |
| Amica Mutual Insurance Co | 39,899 | $1.68M | 0.20% | 00.0% | Unchanged |