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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 21,594 | $908.0K | 0.14% | −190−0.9% | Reduced |
| Intrust Bank NA | 21,522 | $905.0K | 0.12% | −987−4.4% | Reduced |
| GoalVest Advisory LLC | 21,491 | $903.7K | 0.45% | +2,460+12.9% | Added |
| ETF Store, Inc. | 20,954 | $903.5K | 0.65% | −648−3.0% | Reduced |
| Grove Bank & Trust | 21,337 | $897.2K | 0.18% | −70−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 21,191 | $891.1K | 0.04% | +399+1.9% | Added |
| NBC Securities, Inc. | 21,192 | $891.0K | 0.10% | +21,192 | New |
| Invst, LLC | 21,088 | $886.8K | 0.13% | −2,568−10.9% | Reduced |
| Dodge & Cox | 21,000 | $883.0K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 20,980 | $882.2K | 0.10% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 20,968 | $881.7K | 0.54% | +1,267+6.4% | Added |
| Coastwise Capital Group, LLC | 20,945 | $880.7K | 1.01% | +1,200+6.1% | Added |
| Ipswich Investment Management Co., Inc. | 20,935 | $880.3K | 0.24% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 20,885 | $878.2K | 0.11% | +20,885 | New |
| Moneta Group Investment Advisors LLC | 20,884 | $878.2K | 0.02% | −1,614−7.2% | Reduced |
| Profund Advisors LLC | 20,773 | $873.5K | 0.05% | −2,970−12.5% | Reduced |
| Focus Financial Network, Inc. | 20,243 | $871.0K | 0.05% | +775+4.0% | Added |
| Rossmore Private Capital | 20,524 | $863.0K | 0.13% | −228−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 20,481 | $861.2K | 0.03% | −691−3.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 20,359 | $856.1K | 0.25% | 00.0% | Unchanged |
| BancorpSouth Bank | 20,316 | $854.3K | 0.08% | −1,778−8.0% | Reduced |
| Personal Cfo Solutions, LLC | 20,247 | $851.4K | 0.17% | +46+0.2% | Added |
| Dark Forest Capital Management LP | 20,173 | $848.3K | 0.07% | +3,430+20.5% | Added |
| First Nebraska Trust Co | 20,130 | $846.5K | 0.11% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 20,092 | $844.8K | 0.68% | −60−0.3% | Reduced |
| Beaton Management Co. Inc. | 19,865 | $835.0K | 0.54% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 19,403 | $835.0K | 0.01% | +17+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 19,403 | $834.9K | 0.01% | +17+0.1% | Added |
| Bath Savings Trust Co | 19,714 | $829.0K | 0.10% | −22−0.1% | Reduced |
| Godsey & Gibb Associates | 19,670 | $827.1K | 0.10% | −690−3.4% | Reduced |
| Widmann Financial Services, Inc. | 19,662 | $826.8K | 0.82% | −71−0.4% | Reduced |
| Summit Trail Advisors, LLC | 19,227 | $826.5K | 0.03% | +3,956+25.9% | Added |
| Duff & Phelps Investment Management Co | 19,652 | $826.4K | 0.01% | −152−0.8% | Reduced |
| TownSquare Capital, LLC | 19,608 | $824.5K | 0.02% | +161+0.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 19,593 | $823.9K | 0.03% | −26−0.1% | Reduced |
| Spears Abacus Advisors LLC | 19,560 | $822.5K | 0.07% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 19,536 | $821.5K | 0.59% | +1,033+5.6% | Added |
| Hoylecohen, LLC | 19,454 | $818.1K | 0.08% | +217+1.1% | Added |
| Jamison Private Wealth Management, Inc. | 19,300 | $811.6K | 0.17% | +19,300 | New |
| Taurus Asset Management, LLC | 19,285 | $810.9K | 0.10% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 19,158 | $806.0K | 0.11% | −2,180−10.2% | Reduced |
| CoreFirst Bank & Trust | 19,113 | $803.7K | 0.57% | −4,132−17.8% | Reduced |
| Franklin Street Advisors Inc | 19,089 | $803.0K | 0.07% | 00.0% | Unchanged |
| Cigna Investments Inc | 19,053 | $801.0K | 0.18% | −2,717−12.5% | Reduced |
| Virtue Capital Management, LLC | 17,327 | $796.7K | 0.14% | 00.0% | Unchanged |
| Imprint Wealth LLC | 18,516 | $796.5K | 0.67% | +1,396+8.2% | Added |
| Wolverine Trading, LLC | 18,855 | $792.9K | 0.01% | +7,849+71.3% | Added |
| Mitchell Sinkler & Starr | 18,802 | $790.6K | 0.24% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 18,798 | $790.5K | 0.03% | −251−1.3% | Reduced |
| FDx Advisors, Inc. | 18,733 | $788.0K | 0.07% | −9,047−32.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 18,735 | $787.8K | 0.38% | −780−4.0% | Reduced |
| Exeter Financial, LLC | 18,726 | $787.4K | 0.42% | +655+3.6% | Added |
| Titleist Asset Management, LLC | 18,726 | $787.4K | 0.16% | +808+4.5% | Added |
| Klingenstein Fields & Co LP | 18,602 | $782.2K | 0.04% | 00.0% | Unchanged |
| Toews Corp | 18,600 | $782.1K | 0.47% | +18,600 | New |
| FLC Capital Advisors | 18,576 | $781.1K | 0.24% | +2,354+14.5% | Added |
| Taylor Hoffman Wealth Management | 18,538 | $779.5K | 0.40% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 18,410 | $774.1K | 0.60% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 18,595 | $773.2K | 0.47% | +777+4.4% | Added |
| Zhang Financial LLC | 18,354 | $771.8K | 0.08% | −519−2.7% | Reduced |
| Kanawha Capital Management LLC | 18,344 | $771.4K | 0.07% | −71−0.4% | Reduced |
| Executive Wealth Group LLC | 18,267 | $768.1K | 0.55% | +364+2.0% | Added |
| Griffin Asset Management, Inc. | 18,262 | $767.9K | 0.11% | +176+1.0% | Added |
| Jaffetilchin Investment Partners, LLC | 18,226 | $766.4K | 0.08% | −8,031−30.6% | Reduced |
| Chicago Trust Co NA | 18,211 | $765.8K | 0.19% | −300−1.6% | Reduced |
| Bailard, Inc. | 18,112 | $761.6K | 0.03% | −697−3.7% | Reduced |
| Fiduciary Trust Co | 18,100 | $761.1K | 0.01% | −362−2.0% | Reduced |
| Intellectus Partners, LLC | 17,639 | $759.0K | 0.24% | +4,339+32.6% | Added |
| Bahl & Gaynor Inc | 18,040 | $758.6K | 0.00% | +2,003+12.5% | Added |
| Eudaimonia Partners, LLC | 18,010 | $757.3K | 0.18% | +587+3.4% | Added |
| Warren Averett Asset Management, LLC | 17,972 | $755.7K | 0.03% | +70+0.4% | Added |
| NEOS Investment Management LLC | 17,929 | $753.9K | 0.10% | +17,929 | New |
| LMCG Investments, LLC | 17,927 | $753.8K | 0.05% | +514+3.0% | Added |
| Joel Isaacson & Co., LLC | 17,848 | $750.5K | 0.05% | +19+0.1% | Added |
| Infrastructure Capital Advisors, LLC | 25,808 | $750.3K | 0.14% | +4,448+20.8% | Added |
| Nwam LLC | 17,805 | $748.7K | 0.08% | −50.0% | Reduced |
| Insigneo Advisory Services, LLC | 17,389 | $746.5K | 0.15% | +229+1.3% | Added |
| David Loasby | 17,890 | $745.1K | 0.08% | +909+5.4% | Added |
| Burke & Herbert Bank & Trust Co | 17,697 | $744.2K | 0.60% | −3,586−16.8% | Reduced |
| Finer Wealth Management, Inc. | 17,668 | $742.9K | 0.59% | 00.0% | Unchanged |
| Capital Advisors Inc | 17,642 | $741.9K | 0.02% | −1,214−6.4% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $740.5K | 0.19% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17,493 | $735.6K | 0.06% | −581−3.2% | Reduced |
| HCR Wealth Advisors | 17,490 | $735.5K | 0.16% | +223+1.3% | Added |
| Moser Wealth Advisors, LLC | 17,348 | $729.5K | 0.51% | −510−2.9% | Reduced |
| Independent Wealth Network Inc. | 17,338 | $729.1K | 0.45% | +282+1.7% | Added |
| Philadelphia Trust Co | 17,337 | $729.0K | 0.07% | −3,000−14.8% | Reduced |
| Cozad Asset Management Inc | 17,295 | $727.3K | 0.09% | −190−1.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 17,249 | $725.3K | 0.36% | −77−0.4% | Reduced |
| Tradition Wealth Management, LLC | 17,250 | $725.0K | 0.09% | −1,455−7.8% | Reduced |
| Patron Partners Advisors, LLC | 17,234 | $724.7K | 0.53% | −55−0.3% | Reduced |
| Camden Capital, LLC | 17,151 | $721.2K | 0.09% | +61+0.4% | Added |
| Bank of Hawaii | 17,086 | $718.5K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,082 | $718.3K | 0.00% | −46,867−73.3% | Reduced |
| KLCM Advisors, Inc. | 17,066 | $717.6K | 0.13% | −792−4.4% | Reduced |
| Eagle Global Advisors LLC | 17,029 | $716.1K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 17,031 | $716.0K | 0.06% | +284+1.7% | Added |
| CWS Financial Advisors, LLC | 17,007 | $715.1K | 0.29% | −237−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 16,968 | $713.5K | 0.07% | −3,139−15.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 16,921 | $711.5K | 0.06% | 00.0% | Unchanged |