Altria Group, Inc.

Exchange: NYSE
Industry: Cigarettes
SEC CIK: 0000764180

SEC filings (opens in a new tab)

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, Q4 2023

Institutional positions in Altria Group, Inc. as of Dec 31, 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: 1,891; +77 vs. Q3 2023
Shares held: 1.01B; −22.4M (−2.2%) vs. Q3 2023
Total value: $40.9B; −$2.66B (−6.1%) vs. Q3 2023
New holders: 205; 597 more added
Sold out: 128; 834 more reduced

29 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,891 institutions

Value heldQ4 2023: $40.9B

Institutions holding MO and their total value by quarter
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, Q4 2023

Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q3 2023.

Institutions holding MO in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
HWG Holdings LP	0	$11	0.00%	0	Unchanged
Erste Asset Management GmbH	1	$40	0.00%	+1	New
Spartan Planning & Wealth Management	5	$202	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	7	$282	0.00%	00.0%	Unchanged
New Millennium Group LLC	16	$645	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	20	$804	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	21	$839	0.00%	00.0%	Unchanged
Lummis Asset Management, LP	24	$968	0.00%	+24	New
Delos Wealth Advisors, LLC	25	$1.01K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	29	$1.17K	0.00%	−17−37.0%	Reduced
WestEnd Advisors, LLC	29	$1.17K	0.00%	+2+7.4%	Added
Sofos Investments, Inc.	37	$1.49K	0.00%	−666−94.7%	Reduced
Team Financial Group, LLC	42	$1.69K	0.00%	+1+2.4%	Added
DiNuzzo Private Wealth, Inc.	42	$1.70K	0.00%	+42	New
HBC Financial Services, PLLC	60	$2.00K	0.00%	00.0%	Unchanged
Turtle Creek Wealth Advisors, LLC	52	$2.10K	0.00%	+52	New
Raffa Wealth Management, LLC	53	$2.14K	0.00%	00.0%	Unchanged
Evergreen Private Wealth LLC	55	$2.22K	0.00%	+55	New
Aspect Partners, LLC	57	$2.30K	0.00%	+57	New
NewSquare Capital LLC	75	$3.03K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	75	$3.05K	0.00%	+1+1.4%	Added
Trifecta Capital Advisors, LLC	79	$3.19K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	93	$3.74K	0.00%	+2+2.2%	Added
Moisand Fitzgerald Tamayo, LLC	100	$4.03K	0.00%	−252−71.6%	Reduced
Country Trust Bank	100	$4.03K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	100	$4.03K	0.00%	00.0%	Unchanged
Cordant, Inc.	107	$4.31K	0.00%	+107	New
Dunhill Financial, LLC	113	$4.58K	0.00%	+113	New
Abound Wealth Management	117	$4.70K	0.00%	−55−32.0%	Reduced
Robinswood Financial LLC	119	$4.82K	0.00%	+3+2.6%	Added
Long Island Wealth Management, Inc.	130	$5.00K	0.00%	+130	New
Northwest Financial Advisors	130	$5.24K	0.00%	+130	New
Red Tortoise LLC	148	$5.97K	0.00%	+90+155.2%	Added
Emfo, LLC	150	$6.05K	0.01%	00.0%	Unchanged
Front Row Advisors LLC	148	$6.12K	0.00%	−94−38.8%	Reduced
DB Wealth Management Group, LLC	152	$6.13K	0.00%	00.0%	Unchanged
Koesten, Hirschmann & Crabtree, INC.	160	$6.46K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	167	$6.74K	0.00%	00.0%	Unchanged
Core Wealth Advisors, Inc.	170	$6.86K	0.00%	+59+53.2%	Added
Hanson & Doremus Investment Management	170	$7.00K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	190	$7.67K	0.01%	−31−14.0%	Reduced
PrairieView Partners, LLC	200	$8.00K	0.00%	00.0%	Unchanged
Activest Wealth Management	200	$8.05K	0.00%	+5+2.6%	Added
1832 Asset Management L.P.	205	$8.27K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	206	$8.31K	0.00%	+206	New
Frazier Financial Advisors, LLC	215	$8.67K	0.01%	+215	New
Carolina Wealth Advisors, LLC	225	$9.08K	0.00%	−1,500−87.0%	Reduced
JNBA Financial Advisors	225	$9.08K	0.00%	00.0%	Unchanged
Livelsberger Financial Advisory	225	$9.08K	0.01%	+225	New
Maryland Capital Advisors Inc.	226	$9.11K	0.01%	00.0%	Unchanged
Insight Financial Services	227	$9.16K	0.01%	00.0%	Unchanged
Tidemark, LLC	230	$9.28K	0.01%	+230	New
Blume Capital Management, Inc.	240	$9.68K	0.00%	+90+60.0%	Added
Creekmur Asset Management LLC	250	$10.1K	0.00%	+250	New
Syntax Research, Inc.	250	$10.1K	0.01%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	255	$10.3K	0.00%	00.0%	Unchanged
Ridgewood Investments LLC	263	$10.6K	0.01%	00.0%	Unchanged
Evolution Advisers, Inc.	259	$11.0K	0.01%	−2,814−91.6%	Reduced
McIlrath & Eck, LLC	274	$11.1K	0.00%	+158+136.2%	Added
Bare Financial Services, Inc	284	$11.5K	0.02%	+284	New
Distillate Capital Partners LLC	289	$11.7K	2.53%	00.0%	Unchanged
Wiser Advisor Group LLC	291	$11.7K	0.02%	+291	New
Tradewinds Capital Management, LLC	300	$12.1K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	300	$12.1K	0.01%	00.0%	Unchanged
MidAtlantic Capital Management, Inc.	300	$12.1K	0.01%	+300	New
NVWM, LLC	300	$12.4K	0.00%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	317	$12.8K	0.00%	+8+2.6%	Added
TD Capital Management LLC	331	$13.4K	0.00%	00.0%	Unchanged
VisionPoint Advisory Group, LLC	337	$13.6K	0.01%	00.0%	Unchanged
Dogwood Wealth Management LLC	341	$13.8K	0.01%	+341	New
PayPay Securities Corp	351	$14.2K	0.70%	−200−36.3%	Reduced
DHJJ Financial Advisors, Ltd.	361	$14.6K	0.01%	00.0%	Unchanged
VitalStone Financial, LLC	375	$15.0K	0.01%	00.0%	Unchanged
Private Ocean, LLC	385	$15.5K	0.00%	00.0%	Unchanged
First Personal Financial Services	391	$15.8K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	400	$16.0K	0.01%	00.0%	Unchanged
Annis Gardner Whiting Capital Advisors, LLC	388	$16.0K	0.01%	−326−45.7%	Reduced
Ables, Iannone, Moore & Associates, Inc.	400	$16.1K	0.01%	+400	New
Atlantic Trust, LLC	404	$16.3K	0.00%	00.0%	Unchanged
Hallmark Capital Management Inc	407	$16.4K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	412	$16.6K	0.01%	+8+2.0%	Added
Kiely Wealth Advisory Group, Inc.	415	$16.7K	0.01%	+415	New
Studio Investment Management LLC	422	$17.0K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	423	$17.1K	0.02%	+423	New
Operose Advisors LLC	440	$17.8K	0.01%	−780−63.9%	Reduced
Caitlin John, LLC	446	$18.4K	0.02%	+446	New
Fairman Group, LLC	461	$19.0K	0.02%	+461	New
Asset Dedication, LLC	494	$20.0K	0.00%	00.0%	Unchanged
Planned Solutions, Inc.	500	$20.2K	0.01%	−4,300−89.6%	Reduced
St. Johns Investment Management Company, LLC	500	$20.2K	0.01%	00.0%	Unchanged
Naples Money Management LLC	500	$20.2K	0.02%	+500	New
Custom Portfolio Group LLC	500	$20.7K	0.02%	+500	New
Bromfield Sneider Wealth Advisors	519	$20.9K	0.01%	00.0%	Unchanged
Cornerstone Planning Group LLC	525	$21.2K	0.01%	−231−30.6%	Reduced
Lee Financial Co	515	$21.3K	0.00%	−10,179−95.2%	Reduced
Bourgeon Capital Management LLC	542	$21.9K	0.00%	00.0%	Unchanged
FSA Wealth Management LLC	552	$22.0K	0.01%	+552	New
Transcendent Capital Group LLC	548	$22.1K	0.01%	+548	New
Global Financial Private Client, LLC	570	$23.0K	0.01%	+6+1.1%	Added
West Paces Advisors Inc.	579	$23.4K	0.01%	00.0%	Unchanged