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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 39,897 | $1.68M | 0.22% | −2,783−6.5% | Reduced |
| Ceera Investments, LLC | 39,893 | $1.68M | 0.91% | +14,704+58.4% | Added |
| EP Wealth Advisors, LLC | 39,677 | $1.67M | 0.03% | +9,391+31.0% | Added |
| Harbour Investments, Inc. | 39,661 | $1.67M | 0.08% | +434+1.1% | Added |
| X-Square Capital, LLC | 36,782 | $1.67M | 1.12% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 39,506 | $1.66M | 0.07% | −578−1.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 39,432 | $1.66M | 0.03% | −600−1.5% | Reduced |
| Greenleaf Trust | 39,337 | $1.65M | 0.02% | −348−0.9% | Reduced |
| Empirical Finance, LLC | 39,100 | $1.64M | 0.12% | +6,063+18.4% | Added |
| We Are One Seven, LLC | 38,963 | $1.64M | 0.13% | +1,661+4.5% | Added |
| Welch Group, LLC | 38,802 | $1.63M | 0.10% | +36+0.1% | Added |
| Washington Trust Bank | 38,654 | $1.63M | 0.17% | +82+0.2% | Added |
| Lazari Capital Management, Inc. | 38,631 | $1.62M | 0.97% | −408−1.0% | Reduced |
| Fulton Bank, N.A. | 38,587 | $1.62M | 0.08% | +7,952+26.0% | Added |
| World Equity Group, Inc. | 38,514 | $1.62M | 0.34% | +541+1.4% | Added |
| Western Wealth Management, LLC | 38,348 | $1.61M | 0.14% | +196+0.5% | Added |
| Essex Financial Services, Inc. | 38,045 | $1.60M | 0.19% | +620+1.7% | Added |
| Boothbay Fund Management, LLC | 37,691 | $1.58M | 0.06% | +37,691 | New |
| Wetherby Asset Management Inc | 37,644 | $1.58M | 0.09% | −1,935−4.9% | Reduced |
| Richard Bernstein Advisors LLC | 37,528 | $1.58M | 0.04% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 37,500 | $1.58M | 0.21% | −26,400−41.3% | Reduced |
| Cullinan Associates Inc | 37,411 | $1.57M | 0.09% | −2,600−6.5% | Reduced |
| Financial Counselors Inc | 37,157 | $1.56M | 0.03% | −14,659−28.3% | Reduced |
| Cornerstone Wealth Management, LLC | 37,149 | $1.56M | 0.15% | +1,252+3.5% | Added |
| First Foundation Advisors | 37,139 | $1.56M | 0.07% | −1,435−3.7% | Reduced |
| RSM US Wealth Management LLC | 36,150 | $1.56M | 0.06% | +1,594+4.6% | Added |
| Pensionfund Sabic | 37,000 | $1.56M | 0.55% | 00.0% | Unchanged |
| Stolper Co | 36,973 | $1.55M | 0.67% | +456+1.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 36,907 | $1.55M | 0.06% | +1,664+4.7% | Added |
| Paradigm Asset Management Co LLC | 36,900 | $1.55M | 0.44% | −2,300−5.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 36,756 | $1.55M | 0.11% | −46,422−55.8% | Reduced |
| RIA Advisory Group LLC | 36,749 | $1.55M | 0.69% | −4,191−10.2% | Reduced |
| Investors Asset Management of Georgia Inc | 37,186 | $1.54M | 0.85% | +200+0.5% | Added |
| Resources Investment Advisors, LLC. | 36,563 | $1.54M | 0.03% | −512−1.4% | Reduced |
| Weinberger Asset Management, Inc | 36,411 | $1.53M | 0.87% | +260+0.7% | Added |
| Coldstream Capital Management Inc | 36,227 | $1.52M | 0.05% | −1,277−3.4% | Reduced |
| Nations Financial Group Inc, | 36,203 | $1.52M | 0.15% | −5,552−13.3% | Reduced |
| J.W. Cole Advisors, Inc. | 36,075 | $1.52M | 0.11% | +276+0.8% | Added |
| Northeast Financial Consultants Inc | 35,812 | $1.51M | 0.09% | +10.0% | Added |
| Moors & Cabot, Inc. | 35,602 | $1.50M | 0.10% | +1,458+4.3% | Added |
| Buckhead Capital Management LLC | 35,559 | $1.50M | 0.62% | −585−1.6% | Reduced |
| Means Investment Co., Inc. | 35,508 | $1.49M | 0.24% | −1,411−3.8% | Reduced |
| Axq Capital, LP | 35,200 | $1.48M | 0.52% | +35,200 | New |
| IHT Wealth Management, LLC | 35,145 | $1.48M | 0.07% | −1,385−3.8% | Reduced |
| Parallel Advisors, LLC | 35,075 | $1.47M | 0.05% | −1,951−5.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 34,867 | $1.47M | 0.09% | +1,439+4.3% | Added |
| Poehling Capital Management, LLC | 34,728 | $1.46M | 0.51% | +726+2.1% | Added |
| GM Advisory Group, Inc. | 34,712 | $1.46M | 0.12% | +3,375+10.8% | Added |
| Prime Capital Investment Advisors, LLC | 34,656 | $1.46M | 0.03% | −4,121−10.6% | Reduced |
| FineMark National Bank & Trust | 34,439 | $1.45M | 0.06% | −399−1.1% | Reduced |
| Csenge Advisory Group | 34,422 | $1.45M | 0.10% | +194+0.6% | Added |
| Bollard Group LLC | 34,422 | $1.45M | 0.05% | +359+1.1% | Added |
| CMG Global Holdings, LLC | 34,210 | $1.44M | 1.23% | +82+0.2% | Added |
| First City Capital Management, Inc. | 34,179 | $1.44M | 0.90% | −950−2.7% | Reduced |
| Bleakley Financial Group, LLC | 34,056 | $1.43M | 0.05% | −9,741−22.2% | Reduced |
| InterOcean Capital Group, LLC | 33,708 | $1.42M | 0.04% | +22,656+205.0% | Added |
| First Horizon Advisors, Inc. | 33,650 | $1.42M | 0.05% | +4,726+16.3% | Added |
| Caldwell Trust Co | 33,546 | $1.41M | 0.19% | −674−2.0% | Reduced |
| Private Portfolio Partners LLC | 33,508 | $1.41M | 0.37% | +87+0.3% | Added |
| Arkadios Wealth Advisors | 33,405 | $1.40M | 0.13% | +19,634+142.6% | Added |
| Strategic Investment Advisors | 33,367 | $1.40M | 0.23% | +33,367 | New |
| Ziegler Capital Management, LLC | 33,244 | $1.40M | 0.06% | −1,660−4.8% | Reduced |
| Balentine LLC | 33,213 | $1.40M | 0.05% | −1,982−5.6% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 33,074 | $1.39M | 0.37% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 33,034 | $1.39M | 0.09% | −1,183−3.5% | Reduced |
| King Luther Capital Management Corp | 32,711 | $1.38M | 0.01% | +653+2.0% | Added |
| Marino, Stram & Associates LLC | 32,300 | $1.36M | 0.40% | −419−1.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 32,161 | $1.35M | 0.52% | −1,295−3.9% | Reduced |
| Botty Investors LLC | 31,267 | $1.35M | 0.51% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 31,954 | $1.34M | 1.04% | +31,954 | New |
| Ashton Thomas Private Wealth, LLC | 31,885 | $1.34M | 0.10% | −263−0.8% | Reduced |
| Lynch & Associates | 31,556 | $1.33M | 0.35% | −830−2.6% | Reduced |
| Dudley Capital Management, LLC | 31,512 | $1.33M | 0.93% | +455+1.5% | Added |
| Lee Danner & Bass Inc | 31,366 | $1.32M | 0.12% | −100−0.3% | Reduced |
| Boston Private Wealth LLC | 31,357 | $1.32M | 0.03% | +1,026+3.4% | Added |
| Range Financial Group LLC | 31,354 | $1.32M | 0.87% | −2,772−8.1% | Reduced |
| Thoroughbred Financial Services, LLC | 31,339 | $1.32M | 0.13% | +26,340+526.9% | Added |
| Nicholas Hoffman & Company, LLC. | 31,273 | $1.32M | 0.10% | +3,033+10.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,255 | $1.31M | 0.05% | +573+1.9% | Added |
| Kavar Capital Partners Group, LLC | 31,197 | $1.31M | 0.28% | −1,155−3.6% | Reduced |
| Moloney Securities Asset Management, LLC | 31,101 | $1.31M | 0.24% | +55+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 31,007 | $1.30M | 0.14% | +2,122+7.3% | Added |
| Brandywine Trust Co | 30,814 | $1.30M | 0.31% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 30,805 | $1.30M | 0.03% | −1,951−6.0% | Reduced |
| Exencial Wealth Advisors, LLC | 30,703 | $1.29M | 0.06% | −817−2.6% | Reduced |
| Longfellow Investment Management Co LLC | 30,573 | $1.29M | 0.34% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 30,514 | $1.28M | 0.05% | +7,894+34.9% | Added |
| Empowered Funds, LLC | 30,462 | $1.28M | 0.04% | −91,231−75.0% | Reduced |
| Two Sigma Securities, LLC | 30,205 | $1.27M | 0.06% | +21,469+245.8% | Added |
| Delta Financial Group, Inc. | 30,164 | $1.27M | 0.44% | −401−1.3% | Reduced |
| Timelo Investment Management Inc. | 30,000 | $1.26M | 3.56% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 29,732 | $1.25M | 0.10% | −242−0.8% | Reduced |
| Octavia Wealth Advisors, LLC | 28,952 | $1.24M | 0.25% | +1,333+4.8% | Added |
| Cary Street Partner Investment Advisory LLC | 29,593 | $1.24M | 0.07% | +4,633+18.6% | Added |
| Ignite Planners, LLC | 29,448 | $1.24M | 0.38% | +17,273+141.9% | Added |
| North Star Asset Management Inc | 29,282 | $1.23M | 0.07% | −14,985−33.9% | Reduced |
| Colonial River Wealth Management, LLC | 29,273 | $1.23M | 0.80% | +17,683+152.6% | Added |
| Kowal Investment Group, LLC | 29,240 | $1.23M | 0.33% | −651−2.2% | Reduced |
| Next Level Private LLC | 29,435 | $1.22M | 0.81% | 00.0% | Unchanged |
| Spire Wealth Management | 28,923 | $1.22M | 0.05% | +85+0.3% | Added |