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
- 1,842
- −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
- 718 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 |
|---|---|---|---|---|---|
| WP Advisors, LLC | 28,780 | $1.21M | 0.50% | +211+0.7% | Added |
| Sherbrooke Park Advisers LLC | 28,619 | $1.20M | 0.38% | +28,619 | New |
| Berkshire Asset Management LLC | 28,598 | $1.20M | 0.07% | +18+0.1% | Added |
| Oak Thistle LLC | 28,510 | $1.20M | 0.35% | +28,510 | New |
| Bramshill Investments, LLC | 28,503 | $1.20M | 0.14% | +8,335+41.3% | Added |
| Valicenti Advisory Services Inc | 28,251 | $1.19M | 0.41% | −415−1.4% | Reduced |
| Park National Corp | 28,112 | $1.18M | 0.05% | +1,856+7.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 28,026 | $1.18M | 0.67% | −1,201−4.1% | Reduced |
| Ausdal Financial Partners, Inc. | 27,999 | $1.18M | 0.16% | +1,239+4.6% | Added |
| ORG Partners LLC | 27,950 | $1.18M | 0.35% | −27,649−49.7% | Reduced |
| Leavell Investment Management, Inc. | 27,110 | $1.17M | 0.08% | −336−1.2% | Reduced |
| Delta Capital Management LLC | 27,750 | $1.17M | 0.87% | −180−0.6% | Reduced |
| Applied Capital LLC | 27,727 | $1.17M | 1.16% | −228−0.8% | Reduced |
| First Hawaiian Bank | 27,677 | $1.16M | 0.04% | −580−2.1% | Reduced |
| Wesbanco Bank Inc | 27,506 | $1.16M | 0.05% | −150−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 27,498 | $1.16M | 0.01% | −4,241−13.4% | Reduced |
| Paradigm Financial Partners, LLC | 28,014 | $1.15M | 0.32% | −379−1.3% | Reduced |
| WealthPLAN Partners, LLC | 27,273 | $1.15M | 0.13% | +2,626+10.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 27,227 | $1.14M | 0.24% | +2,465+10.0% | Added |
| Mill Capital Management, LLC | 27,186 | $1.14M | 0.11% | −2,840−9.5% | Reduced |
| Ronald Blue Trust, Inc. | 25,178 | $1.14M | 0.02% | +17,336+221.1% | Added |
| Signaturefd, LLC | 27,089 | $1.14M | 0.03% | −2,951−9.8% | Reduced |
| Greenfield Savings Bank | 27,017 | $1.14M | 0.71% | +302+1.1% | Added |
| Keudell/Morrison Wealth Management | 26,988 | $1.13M | 0.35% | −588−2.1% | Reduced |
| SageView Advisory Group, LLC | 26,976 | $1.13M | 0.06% | −2,393−8.1% | Reduced |
| Burns J W & Co Inc | 26,907 | $1.13M | 0.18% | −100−0.4% | Reduced |
| Wagner Wealth Management, LLC | 26,891 | $1.13M | 0.42% | +540+2.0% | Added |
| Radnor Capital Management, LLC | 26,712 | $1.12M | 0.22% | +3,809+16.6% | Added |
| Roundview Capital LLC | 26,680 | $1.12M | 0.11% | −20,184−43.1% | Reduced |
| Harbor Capital Advisors, Inc. | 26,645 | $1.12M | 0.24% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 26,622 | $1.12M | 0.20% | +613+2.4% | Added |
| Bradley Foster & Sargent Inc | 24,628 | $1.12M | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26,467 | $1.11M | 0.10% | −1,755−6.2% | Reduced |
| Smith, Moore & Co. | 26,461 | $1.11M | 0.15% | +374+1.4% | Added |
| Narwhal Capital Management | 26,447 | $1.11M | 0.14% | −381−1.4% | Reduced |
| Chelsea Counsel Co | 25,550 | $1.10M | 0.57% | +150+0.6% | Added |
| Wedbush Securities Inc | 26,140 | $1.10M | 0.05% | −3,740−12.5% | Reduced |
| HF Advisory Group, LLC | 26,101 | $1.10M | 0.81% | +2,316+9.7% | Added |
| FinTrust Capital Advisors, LLC | 26,014 | $1.09M | 0.24% | −679−2.5% | Reduced |
| Belpointe Asset Management LLC | 25,934 | $1.09M | 0.11% | +32+0.1% | Added |
| Sonora Investment Management Group, LLC | 25,851 | $1.09M | 0.09% | +1,463+6.0% | Added |
| Two Sigma Investments, LP | 25,755 | $1.08M | 0.00% | −3,345−11.5% | Reduced |
| Close Asset Management Ltd | 25,689 | $1.08M | 0.06% | −163−0.6% | Reduced |
| Wedgewood Investors Inc | 25,681 | $1.08M | 1.46% | −481−1.8% | Reduced |
| Meeder Advisory Services, Inc. | 25,659 | $1.08M | 0.14% | −3,672−12.5% | Reduced |
| XML Financial, LLC | 25,643 | $1.08M | 0.13% | +1,322+5.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 25,625 | $1.08M | 0.05% | +2,750+12.0% | Added |
| Eisler Capital (US) LLC | 25,524 | $1.07M | 0.39% | +25,524 | New |
| R.m.sincerbeaux Capital Management LLC | 25,499 | $1.07M | 0.82% | −5,622−18.1% | Reduced |
| Coastal Investment Advisors, Inc. | 23,669 | $1.07M | 0.25% | −1,053−4.3% | Reduced |
| Berkeley Capital Partners, LLC | 25,407 | $1.07M | 0.39% | +537+2.2% | Added |
| Alpha Cubed Investments, LLC | 25,388 | $1.07M | 0.07% | +2,195+9.5% | Added |
| Fund Management at Engine No. 1 LLC | 25,380 | $1.07M | 0.17% | +2,136+9.2% | Added |
| Coombe, Bender & Co LLC | 25,295 | $1.06M | 0.80% | −62−0.2% | Reduced |
| Sumitomo Life Insurance Co | 25,236 | $1.06M | 0.03% | −379−1.5% | Reduced |
| Logan Capital Management Inc | 25,219 | $1.06M | 0.05% | −90.0% | Reduced |
| Lakeview Capital Partners, LLC | 25,146 | $1.06M | 0.21% | +289+1.2% | Added |
| Traynor Capital Management, Inc. | 25,004 | $1.05M | 0.14% | −45−0.2% | Reduced |
| Wealthspire Advisors, LLC | 24,928 | $1.05M | 0.02% | +239+1.0% | Added |
| HBK Sorce Advisory LLC | 24,866 | $1.05M | 0.05% | −899−3.5% | Reduced |
| Certified Advisory Corp | 24,747 | $1.04M | 0.19% | −483−1.9% | Reduced |
| Capital CS Group, LLC | 24,723 | $1.04M | 1.23% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 24,639 | $1.04M | 0.98% | −161−0.6% | Reduced |
| American Century Companies Inc | 24,485 | $1.03M | 0.00% | +3,535+16.9% | Added |
| Shoker Investment Counsel, Inc. | 24,441 | $1.03M | 0.45% | +248+1.0% | Added |
| Man Group plc | – | $1.02M | 0.00% | – | New |
| Inceptionr LLC | 24,288 | $1.02M | 0.58% | +6,594+37.3% | Added |
| Rehmann Capital Advisory Group | 24,242 | $1.02M | 0.09% | −65−0.3% | Reduced |
| Sandy Spring Bank | 24,111 | $1.01M | 0.06% | −184−0.8% | Reduced |
| Daymark Wealth Partners, LLC | 24,058 | $1.01M | 0.07% | +2,915+13.8% | Added |
| Sequoia Financial Advisors, LLC | 24,042 | $1.01M | 0.02% | −1,061−4.2% | Reduced |
| Institutional & Family Asset Management, LLC | 23,965 | $1.01M | 0.17% | +51+0.2% | Added |
| Welch & Forbes LLC | 23,806 | $1.00M | 0.02% | −200−0.8% | Reduced |
| Shell Asset Management Co | 23,812 | $1.00M | 0.04% | +20+0.1% | Added |
| Wealth Alliance Advisory Group, LLC | 23,726 | $997.7K | 0.30% | −352−1.5% | Reduced |
| Transcend Wealth Collective, LLC | 23,680 | $995.7K | 0.10% | −2,555−9.7% | Reduced |
| Kathmere Capital Management, LLC | 23,599 | $992.3K | 0.15% | +2,238+10.5% | Added |
| Gray Wealth Management Inc. | 23,432 | $985.3K | 0.51% | +460+2.0% | Added |
| Colony Group LLC | 23,294 | $980.0K | 0.01% | −644−2.7% | Reduced |
| Morningstar Investment Management LLC | 23,196 | $975.0K | 0.13% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 22,958 | $965.4K | 0.55% | +1,273+5.9% | Added |
| Silverlake Wealth Management LLC | 22,890 | $962.5K | 0.54% | +486+2.2% | Added |
| ICW Investment Advisors LLC | 22,816 | $959.4K | 0.52% | −428−1.8% | Reduced |
| Duality Advisers, LP | 22,797 | $958.6K | 0.12% | −23,370−50.6% | Reduced |
| LS Investment Advisors, LLC | 22,749 | $956.6K | 0.18% | −2,408−9.6% | Reduced |
| Knoll Capital Management, LLC | 22,700 | $954.5K | 0.99% | 00.0% | Unchanged |
| Rothschild Investment Corp | 22,670 | $953.0K | 0.08% | −8,781−27.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 22,541 | $947.8K | 0.08% | +5,517+32.4% | Added |
| One Capital Management, LLC | 22,490 | $945.7K | 0.04% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 22,411 | $942.4K | 0.65% | −2,028−8.3% | Reduced |
| Crestwood Advisors Group LLC | 22,364 | $940.4K | 0.02% | +12,952+137.6% | Added |
| CAPROCK Group, Inc. | 21,712 | $934.1K | 0.07% | −161−0.7% | Reduced |
| Evergreen Capital Management LLC | 21,669 | $931.6K | 0.04% | −1,008−4.4% | Reduced |
| Jacobi Capital Management LLC | 22,143 | $931.1K | 0.11% | +644+3.0% | Added |
| Dover Advisors, LLC | 21,422 | $921.8K | 0.93% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 23,005 | $920.2K | 0.37% | +23,005 | New |
| FRG Family Wealth Advisors LLC | 21,867 | $919.5K | 0.21% | −210−1.0% | Reduced |
| Excalibur Management Corp | 21,791 | $916.3K | 0.48% | −275−1.2% | Reduced |
| Comerica Securities,inc. | 21,255 | $914.7K | 0.08% | −666−3.0% | Reduced |
| Charter Research & Investment Group, Inc. | 21,667 | $911.1K | 0.82% | 00.0% | Unchanged |