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 |
|---|---|---|---|---|---|
| Philadelphia Trust Co | 17,504 | $706.0K | 0.07% | +167+1.0% | Added |
| Burns Matteson Capital Management, LLC | 17,558 | $708.2K | 0.50% | +17,558 | New |
| Chapin Davis, Inc. | 17,569 | $708.7K | 0.30% | +1,014+6.1% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $710.4K | 0.17% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 17,667 | $712.7K | 0.08% | −2,003−10.2% | Reduced |
| Centaurus Financial, Inc. | 17,801 | $718.0K | 0.05% | +770+4.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 17,839 | $719.6K | 0.02% | −959−5.1% | Reduced |
| North Star Investment Management Corp. | 17,891 | $721.7K | 0.06% | +398+2.3% | Added |
| Independent Wealth Network Inc. | 17,913 | $722.6K | 0.38% | +575+3.3% | Added |
| Bahl & Gaynor Inc | 17,929 | $723.3K | 0.00% | −111−0.6% | Reduced |
| Warren Averett Asset Management, LLC | 17,944 | $723.9K | 0.03% | −28−0.2% | Reduced |
| Imprint Wealth LLC | 17,544 | $724.9K | 0.58% | −972−5.2% | Reduced |
| KLCM Advisors, Inc. | 18,036 | $727.6K | 0.11% | +970+5.7% | Added |
| Williams Jones Wealth Management, LLC. | 18,075 | $729.1K | 0.01% | −33,797−65.2% | Reduced |
| CoreFirst Bank & Trust | 18,077 | $729.2K | 0.48% | −1,036−5.4% | Reduced |
| Kanawha Capital Management LLC | 18,137 | $731.7K | 0.07% | −207−1.1% | Reduced |
| Impact Partnership Wealth, LLC | 18,165 | $732.8K | 0.27% | +4,696+34.9% | Added |
| Optimist Retirement Group LLC | 18,234 | $735.6K | 0.48% | +18,234 | New |
| Forte Capital LLC | 18,289 | $737.8K | 0.10% | −3,305−15.3% | Reduced |
| Zhang Financial LLC | 18,295 | $738.0K | 0.06% | −59−0.3% | Reduced |
| Invst, LLC | 18,224 | $739.9K | 0.09% | −2,864−13.6% | Reduced |
| Mork Capital Management, LLC | 18,410 | $742.7K | 0.46% | 00.0% | Unchanged |
| Trust Point Inc. | 18,428 | $743.4K | 0.06% | +18,428 | New |
| Jamison Private Wealth Management, Inc. | 18,471 | $745.1K | 0.14% | −829−4.3% | Reduced |
| Bartlett & Co. LLC | 18,102 | $746.0K | 0.01% | −1,301−6.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,102 | $746.3K | 0.01% | −1,301−6.7% | Reduced |
| Klingenstein Fields & Co LP | 18,602 | $750.4K | 0.03% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 18,688 | $753.9K | 0.48% | +421+2.3% | Added |
| Widmann Financial Services, Inc. | 18,728 | $755.5K | 0.68% | −934−4.8% | Reduced |
| First Trust Investment Solutions L.P. | 18,820 | $759.2K | 0.16% | +18,820 | New |
| Spears Abacus Advisors LLC | 18,835 | $759.8K | 0.06% | −725−3.7% | Reduced |
| Loudon Investment Management, LLC | 18,915 | $763.0K | 0.47% | −3,496−15.6% | Reduced |
| Cigna Investments Inc | 18,982 | $766.0K | 0.16% | −71−0.4% | Reduced |
| Flputnam Investment Management Co | 19,002 | $766.5K | 0.02% | +5,128+37.0% | Added |
| Franklin Street Advisors Inc | 19,089 | $770.0K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19,206 | $774.8K | 0.06% | +9,846+105.2% | Added |
| Taurus Asset Management, LLC | 19,285 | $778.0K | 0.08% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 18,569 | $778.2K | 0.42% | −26−0.1% | Reduced |
| Cidel Asset Management Inc | 19,353 | $780.7K | 0.03% | +19,353 | New |
| Taylor Hoffman Wealth Management | 19,438 | $784.1K | 0.35% | +900+4.9% | Added |
| Dynamic Technology Lab Private Ltd | 19,542 | $788.0K | 0.08% | +19,542 | New |
| Grove Bank & Trust | 19,572 | $789.5K | 0.15% | −1,765−8.3% | Reduced |
| Duff & Phelps Investment Management Co | 19,652 | $792.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 19,654 | $792.8K | 0.03% | −827−4.0% | Reduced |
| Hoylecohen, LLC | 19,696 | $794.5K | 0.06% | +242+1.2% | Added |
| Siemens Fonds Invest GmbH | 19,709 | $795.1K | 0.06% | +4,569+30.2% | Added |
| Bath Savings Trust Co | 19,714 | $795.3K | 0.09% | 00.0% | Unchanged |
| Center For Asset Management LLC | 19,840 | $800.4K | 0.73% | +6,371+47.3% | Added |
| Point72 Hong Kong Ltd | 19,853 | $800.9K | 0.05% | +19,853 | New |
| Smith, Moore & Co. | 19,888 | $802.3K | 0.09% | −6,573−24.8% | Reduced |
| Kapitalo Investimentos Ltda | 19,946 | $804.6K | 0.17% | +19,946 | New |
| Intrust Bank NA | 19,980 | $806.0K | 0.09% | −1,542−7.2% | Reduced |
| Axq Capital, LP | 20,000 | $806.8K | 0.21% | −15,200−43.2% | Reduced |
| Timelo Investment Management Inc. | 20,000 | $806.8K | 1.73% | −10,000−33.3% | Reduced |
| Advanced Portfolio Management, LLC | 20,000 | $806.8K | 0.85% | +20,000 | New |
| Viewpoint Capital Management LLC | 20,003 | $806.9K | 0.56% | −89−0.4% | Reduced |
| Live Oak Investment Partners | – | $807.2K | 0.74% | – | New |
| Whitener Capital Management, Inc. | 20,111 | $811.3K | 0.29% | +10,314+105.3% | Added |
| First Nebraska Trust Co | 20,130 | $812.0K | 0.09% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 19,693 | $813.7K | 0.02% | +100+0.5% | Added |
| Sentry Investment Management LLC | 20,207 | $815.0K | 0.35% | +9,908+96.2% | Added |
| Legacy Capital Group California, Inc. | 20,225 | $815.9K | 0.32% | +20,225 | New |
| Griffin Asset Management, Inc. | 20,251 | $816.9K | 0.10% | +1,989+10.9% | Added |
| NBC Securities, Inc. | 20,484 | $826.0K | 0.08% | −708−3.3% | Reduced |
| Rossmore Private Capital | 20,524 | $827.9K | 0.12% | 00.0% | Unchanged |
| American Century Companies Inc | 20,548 | $828.9K | 0.00% | −3,937−16.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 20,641 | $832.6K | 0.49% | −327−1.6% | Reduced |
| Brighton Jones LLC | 20,712 | $835.5K | 0.04% | +8,737+73.0% | Added |
| Gray Wealth Management Inc. | 20,818 | $839.8K | 0.41% | −2,614−11.2% | Reduced |
| Moody National Bank Trust Division | 20,847 | $841.0K | 0.07% | −25,546−55.1% | Reduced |
| Teza Capital Management LLC | 20,893 | $842.8K | 0.14% | +20,893 | New |
| Ipswich Investment Management Co., Inc. | 20,895 | $842.9K | 0.21% | −40−0.2% | Reduced |
| Veriti Management LLC | 20,906 | $843.3K | 0.08% | +7,590+57.0% | Added |
| Beese Fulmer Investment Management, Inc. | 20,957 | $845.4K | 0.09% | −23−0.1% | Reduced |
| Dodge & Cox | 21,000 | $847.1K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 21,071 | $850.2K | 0.06% | +21,071 | New |
| Clarity Financial LLC | 21,107 | $851.5K | 0.15% | −307,612−93.6% | Reduced |
| HCR Wealth Advisors | 21,110 | $851.6K | 0.13% | +3,620+20.7% | Added |
| Jacobi Capital Management LLC | 21,169 | $854.0K | 0.09% | −974−4.4% | Reduced |
| BancorpSouth Bank | 21,241 | $856.9K | 0.07% | +925+4.6% | Added |
| Semmax Financial Advisors Inc. | 21,318 | $857.6K | 0.31% | −1,687−7.3% | Reduced |
| Sender Co & Partners, Inc. | 21,386 | $862.7K | 1.65% | +21,386 | New |
| Annex Advisory Services, LLC | 21,392 | $863.0K | 0.04% | −69,285−76.4% | Reduced |
| Excalibur Management Corp | 20,887 | $863.7K | 0.41% | −904−4.1% | Reduced |
| Kathmere Capital Management, LLC | 21,420 | $864.1K | 0.11% | −2,179−9.2% | Reduced |
| CAPROCK Group, Inc. | 20,954 | $865.8K | 0.06% | −758−3.5% | Reduced |
| Mitchell Sinkler & Starr | 21,478 | $866.4K | 0.16% | +2,676+14.2% | Added |
| ETF Store, Inc. | 21,640 | $872.9K | 0.56% | +686+3.3% | Added |
| Fiduciary Trust Co | 21,660 | $873.8K | 0.01% | +3,560+19.7% | Added |
| Charter Research & Investment Group, Inc. | 21,667 | $874.0K | 0.73% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 21,791 | $879.0K | 0.02% | +907+4.3% | Added |
| Silverlake Wealth Management LLC | 21,803 | $879.5K | 0.48% | −1,087−4.7% | Reduced |
| Capula Management Ltd | 21,812 | $879.9K | 0.06% | +21,812 | New |
| InterOcean Capital Group, LLC | 21,831 | $880.7K | 0.02% | −11,877−35.2% | Reduced |
| FRG Family Wealth Advisors LLC | 21,867 | $882.1K | 0.18% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 22,100 | $891.5K | 0.63% | +22,100 | New |
| Rothschild Investment LLC | 22,117 | $892.2K | 0.07% | +22,117 | New |
| Berkeley Capital Partners, LLC | 22,122 | $892.4K | 0.30% | −3,285−12.9% | Reduced |
| Leisure Capital Management | 22,133 | $892.8K | 0.48% | +22,133 | New |
| One Capital Management, LLC | 22,290 | $899.2K | 0.04% | −200−0.9% | Reduced |