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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 13,901 | $574.4K | 0.17% | −3,738−21.2% | Reduced |
| Girard Partners Ltd. | 14,249 | $574.8K | 0.06% | +25+0.2% | Added |
| Transcend Wealth Collective, LLC | 14,295 | $576.7K | 0.05% | −9,385−39.6% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 14,296 | $576.7K | 0.01% | +14,296 | New |
| IMS Capital Management | 14,324 | $577.8K | 0.28% | +14,324 | New |
| Gilliland Jeter Wealth Management LLC | 14,326 | $577.9K | 0.24% | +14,326 | New |
| Salvus Wealth Management, LLC | 14,326 | $577.9K | 0.41% | +250+1.8% | Added |
| PFG Investments, LLC | 14,344 | $578.6K | 0.11% | +559+4.1% | Added |
| Signature Wealth Management Partners, LLC | 14,346 | $578.7K | 0.51% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 14,390 | $580.5K | 0.07% | −1,218−7.8% | Reduced |
| Fiduciary Group LLC | 14,401 | $580.9K | 0.07% | −1,171−7.5% | Reduced |
| New Vernon Capital Holdings II LLC | 14,403 | $581.0K | 0.31% | +6,612+84.9% | Added |
| Cornerstone Advisory, LLC | 14,446 | $582.8K | 0.09% | +13+0.1% | Added |
| Tufton Capital Management | 14,454 | $583.1K | 0.12% | −1,055−6.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,461 | $583.4K | 0.06% | −16,546−53.4% | Reduced |
| Exchange Bank | 14,463 | $583.4K | 0.51% | −160−1.1% | Reduced |
| Kendall Capital Management | 14,497 | $584.8K | 0.23% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 14,508 | $585.2K | 0.05% | −2,460−14.5% | Reduced |
| Davis Capital Management | 14,524 | $585.9K | 0.56% | +14,524 | New |
| Pettyjohn, Wood & White, Inc | 14,563 | $587.5K | 0.13% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 14,640 | $590.6K | 0.37% | +200+1.4% | Added |
| BluePath Capital Management, LLC | 14,387 | $590.7K | 0.52% | +2,615+22.2% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 14,680 | $592.2K | 0.77% | −698−4.5% | Reduced |
| Joel Isaacson & Co., LLC | 14,717 | $593.7K | 0.04% | −3,131−17.5% | Reduced |
| Gladstone Institutional Advisory LLC | 14,728 | $594.1K | 0.03% | +974+7.1% | Added |
| BCJ Capital Management, LLC | 14,755 | $595.2K | 0.05% | +5,758+64.0% | Added |
| Leo Wealth, LLC | 14,348 | $598.1K | 0.06% | +14,348 | New |
| Newbridge Financial Services Group, Inc. | 14,827 | $598.1K | 0.29% | +799+5.7% | Added |
| Jaffetilchin Investment Partners, LLC | 14,835 | $598.4K | 0.06% | −3,391−18.6% | Reduced |
| Thomasville National Bank | 14,848 | $599.0K | 0.05% | −317−2.1% | Reduced |
| Delta Asset Management LLC | 14,867 | $599.8K | 0.06% | −67−0.4% | Reduced |
| FDx Advisors, Inc. | 14,887 | $601.0K | 0.05% | −3,846−20.5% | Reduced |
| VeraBank, N.A. | 14,972 | $604.0K | 0.20% | −115−0.8% | Reduced |
| Arnhold LLC | 15,000 | $605.1K | 0.07% | −52,695−77.8% | Reduced |
| Compagnie Lombard Odier SCmA | 15,000 | $605.1K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 15,012 | $605.6K | 0.08% | +3,760+33.4% | Added |
| Columbia Asset Management | 15,080 | $608.0K | 0.12% | −1,300−7.9% | Reduced |
| Palisade Capital Management LLC | 15,100 | $609.1K | 0.02% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 15,157 | $611.4K | 0.13% | −1,488−8.9% | Reduced |
| Titleist Asset Management, LLC | 15,169 | $611.9K | 0.11% | −3,557−19.0% | Reduced |
| Rockwood Wealth Management, LLC | 15,193 | $612.9K | 0.09% | +15,193 | New |
| TCG Advisory Services, LLC | 15,212 | $613.7K | 0.04% | −1,196−7.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 15,245 | $615.0K | 0.12% | +117+0.8% | Added |
| KC Investment Advisors, LLC | 15,270 | $616.0K | 0.37% | +909+6.3% | Added |
| Meridian Wealth Management, LLC | 15,271 | $617.6K | 0.04% | +1,064+7.5% | Added |
| Burke & Herbert Bank & Trust Co | 15,345 | $619.0K | 0.44% | −2,352−13.3% | Reduced |
| Straight Path Wealth Management | 15,400 | $621.2K | 0.36% | +828+5.7% | Added |
| Kingswood Wealth Advisors, LLC | 15,437 | $622.7K | 0.07% | +8,583+125.2% | Added |
| Eagle Global Advisors LLC | 15,454 | $623.4K | 0.04% | −1,575−9.2% | Reduced |
| Virtue Capital Management, LLC | 15,049 | $624.2K | 0.13% | −2,278−13.1% | Reduced |
| David Loasby | 15,048 | $624.3K | 0.07% | −2,842−15.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 15,488 | $624.8K | 0.07% | −5,397−25.8% | Reduced |
| Hexagon Capital Partners LLC | 15,515 | $625.9K | 0.15% | −941−5.7% | Reduced |
| Boston Family Office LLC | 15,584 | $629.0K | 0.05% | −750−4.6% | Reduced |
| Finer Wealth Management, Inc. | 15,612 | $629.8K | 0.47% | −2,056−11.6% | Reduced |
| Black Swift Group, LLC | 15,640 | $630.9K | 0.19% | +15,640 | New |
| Rational Advisors LLC | 15,669 | $632.1K | 0.06% | +15,669 | New |
| Triumph Capital Management | 15,446 | $632.2K | 0.27% | +8,245+114.5% | Added |
| Exeter Financial, LLC | 15,124 | $633.1K | 0.31% | −3,602−19.2% | Reduced |
| Beacon Financial Advisory LLC | 15,707 | $633.6K | 0.31% | −920−5.5% | Reduced |
| Cambria Investment Management, L.P. | 15,750 | $635.4K | 0.04% | 00.0% | Unchanged |
| Dover Advisors, LLC | 15,444 | $638.1K | 0.84% | −5,978−27.9% | Reduced |
| Everett Harris & Co | 15,834 | $638.7K | 0.01% | −144−0.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 15,846 | $639.2K | 0.23% | +20.0% | Added |
| Insigneo Advisory Services, LLC | 15,536 | $642.2K | 0.09% | −1,853−10.7% | Reduced |
| Woodward Diversified Capital, LLC | 15,999 | $645.4K | 0.41% | −3,537−18.1% | Reduced |
| Richard W. Paul & Associates, LLC | 16,045 | $647.2K | 0.27% | +238+1.5% | Added |
| Allegheny Financial Group LTD | 16,066 | $648.1K | 0.21% | −50.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $649.0K | 0.26% | 00.0% | Unchanged |
| Diversified Trust Co | 16,145 | $651.3K | 0.02% | +3,480+27.5% | Added |
| MTM Investment Management, LLC | 16,181 | $652.7K | 0.30% | −541−3.2% | Reduced |
| FLC Capital Advisors | 16,183 | $652.8K | 0.18% | −2,393−12.9% | Reduced |
| Tradition Wealth Management, LLC | 16,180 | $653.0K | 0.07% | −1,070−6.2% | Reduced |
| Capital Advisors Inc | 16,215 | $654.1K | 0.01% | −1,427−8.1% | Reduced |
| VCI Wealth Management LLC | 16,224 | $654.5K | 0.40% | +16,224 | New |
| Patron Partners Advisors, LLC | 16,264 | $656.1K | 0.44% | −970−5.6% | Reduced |
| Nwam LLC | 16,282 | $656.8K | 0.05% | −1,523−8.6% | Reduced |
| WFA Asset Management Corp | 16,312 | $658.0K | 0.36% | +1,002+6.5% | Added |
| American Financial & Tax Strategies Inc | 16,447 | $663.5K | 0.38% | +16,447 | New |
| Sciencast Management LP | 16,514 | $666.2K | 0.36% | +16,514 | New |
| Citizens Financial Group Inc | 16,580 | $668.9K | 0.02% | +1,966+13.5% | Added |
| Bailard, Inc. | 16,601 | $669.7K | 0.02% | −1,511−8.3% | Reduced |
| WCG Wealth Advisors LLC | 16,646 | $672.0K | 0.05% | +1,743+11.7% | Added |
| Douglass Winthrop Advisors, LLC | 16,668 | $672.4K | 0.02% | +3,000+21.9% | Added |
| Walker Asset Management, LLC | 16,678 | $672.8K | 0.49% | +4,802+40.4% | Added |
| Two Sigma Investments, LP | 16,700 | $673.7K | 0.00% | −9,055−35.2% | Reduced |
| Continuum Advisory, LLC | 16,739 | $674.6K | 0.10% | +373+2.3% | Added |
| Howe & Rusling Inc | 16,734 | $675.1K | 0.07% | −101,338−85.8% | Reduced |
| Plimoth Trust Co LLC | 16,820 | $678.5K | 0.20% | +55+0.3% | Added |
| Moody Lynn & Lieberson, LLC | 16,909 | $682.1K | 0.05% | −12−0.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 16,932 | $683.0K | 0.30% | −317−1.8% | Reduced |
| CWS Financial Advisors, LLC | 16,933 | $683.1K | 0.26% | −74−0.4% | Reduced |
| Ancora Advisors, LLC | 16,936 | $683.2K | 0.02% | −34,559−67.1% | Reduced |
| Cozad Asset Management Inc | 16,945 | $683.6K | 0.08% | −350−2.0% | Reduced |
| Cortland Associates Inc | 16,982 | $685.0K | 0.10% | +324+1.9% | Added |
| My Legacy Advisors, LLC | 16,608 | $690.9K | 0.25% | +595+3.7% | Added |
| Coastal Investment Advisors, Inc. | 17,165 | $692.4K | 0.16% | −6,504−27.5% | Reduced |
| Coastwise Capital Group, LLC | 17,295 | $697.7K | 0.71% | −3,650−17.4% | Reduced |
| Thoroughbred Financial Services, LLC | 17,320 | $698.0K | 0.06% | −14,019−44.7% | Reduced |
| M Holdings Securities, Inc. | 17,414 | $702.0K | 0.08% | −1,744−9.1% | Reduced |