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
- 1,890
- +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
- 596 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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 22,489 | $907.2K | 0.24% | +2,130+10.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 22,541 | $909.3K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 22,595 | $911.0K | 0.10% | −601−2.6% | Reduced |
| Burford Brothers, Inc. | 22,585 | $911.1K | 0.64% | +22,585 | New |
| Madden Securities Corp | 22,607 | $912.0K | 0.48% | +5,975+35.9% | Added |
| ICW Investment Advisors LLC | 22,706 | $916.0K | 0.45% | −110−0.5% | Reduced |
| HBK Sorce Advisory LLC | 22,896 | $923.8K | 0.04% | −1,970−7.9% | Reduced |
| Signaturefd, LLC | 22,915 | $924.4K | 0.02% | −4,174−15.4% | Reduced |
| WealthPLAN Partners, LLC | 22,930 | $925.0K | 0.10% | −4,343−15.9% | Reduced |
| Crestwood Advisors Group LLC | 23,049 | $929.8K | 0.02% | +685+3.1% | Added |
| Lee Danner & Bass Inc | 23,062 | $930.0K | 0.08% | −8,304−26.5% | Reduced |
| Wealthcare Advisory Partners LLC | 23,061 | $930.3K | 0.04% | +1,870+8.8% | Added |
| Welch & Forbes LLC | 23,115 | $932.5K | 0.01% | −691−2.9% | Reduced |
| Samalin Investment Counsel, LLC | 23,178 | $935.0K | 0.47% | +220+1.0% | Added |
| Rehmann Capital Advisory Group | 23,192 | $935.6K | 0.08% | −1,050−4.3% | Reduced |
| Balentine LLC | 23,518 | $948.7K | 0.03% | −9,695−29.2% | Reduced |
| GoalVest Advisory LLC | 23,840 | $961.7K | 0.42% | +2,349+10.9% | Added |
| Wealth Alliance Advisory Group, LLC | 23,892 | $963.8K | 0.25% | +166+0.7% | Added |
| Bradley Foster & Sargent Inc | 23,910 | $964.5K | 0.02% | −718−2.9% | Reduced |
| Institutional & Family Asset Management, LLC | 24,024 | $969.1K | 0.16% | +59+0.2% | Added |
| Perigon Wealth Management, LLC | 24,057 | $970.4K | 0.03% | −15,449−39.1% | Reduced |
| Sumitomo Life Insurance Co | 24,083 | $971.5K | 0.03% | −1,153−4.6% | Reduced |
| Daymark Wealth Partners, LLC | 24,106 | $972.4K | 0.06% | +48+0.2% | Added |
| Alpha Cubed Investments, LLC | 24,115 | $972.8K | 0.05% | −1,273−5.0% | Reduced |
| Profund Advisors LLC | 24,293 | $980.0K | 0.04% | +3,520+16.9% | Added |
| Bridgefront Capital, LLC | 24,339 | $981.8K | 0.74% | +24,339 | New |
| Meeder Advisory Services, Inc. | 24,591 | $992.0K | 0.11% | −1,068−4.2% | Reduced |
| Bramshill Investments, LLC | 24,600 | $992.4K | 0.10% | −3,903−13.7% | Reduced |
| Modera Wealth Management, LLC | 24,667 | $995.1K | 0.02% | −20,140−44.9% | Reduced |
| Certified Advisory Corp | 24,720 | $997.2K | 0.15% | −27−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 24,838 | $1.00M | 0.18% | −308−1.2% | Reduced |
| Wesbanco Bank Inc | 24,940 | $1.01M | 0.06% | −2,566−9.3% | Reduced |
| Close Asset Management Ltd | 25,044 | $1.01M | 0.04% | −645−2.5% | Reduced |
| NEOS Investment Management LLC | 25,071 | $1.01M | 0.10% | +7,142+39.8% | Added |
| Logan Capital Management Inc | 25,219 | $1.02M | 0.05% | 00.0% | Unchanged |
| Capital CS Group, LLC | 25,223 | $1.02M | 1.13% | +500+2.0% | Added |
| Sandy Spring Bank | 25,309 | $1.02M | 0.05% | +1,198+5.0% | Added |
| Keudell/Morrison Wealth Management | 25,394 | $1.02M | 0.34% | −1,594−5.9% | Reduced |
| FinTrust Capital Advisors, LLC | 25,399 | $1.02M | 0.20% | −615−2.4% | Reduced |
| AdvisorNet Financial, Inc | 25,426 | $1.03M | 0.09% | −1,041−3.9% | Reduced |
| Quilter Plc | 25,549 | $1.03M | 0.03% | −85−0.3% | Reduced |
| Traynor Capital Management, Inc. | 25,460 | $1.03M | 0.12% | +456+1.8% | Added |
| First Hawaiian Bank | 25,475 | $1.03M | 0.03% | −2,202−8.0% | Reduced |
| Integrated Advisors Network LLC | 25,478 | $1.03M | 0.06% | −7,556−22.9% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 25,499 | $1.03M | 0.73% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 25,535 | $1.03M | 0.05% | −90−0.4% | Reduced |
| Wagner Wealth Management, LLC | 25,689 | $1.04M | 0.35% | −1,202−4.5% | Reduced |
| Occudo Quantitative Strategies LP | 25,714 | $1.04M | 0.14% | +25,714 | New |
| Focused Wealth Management, Inc | 25,796 | $1.04M | 0.17% | −826−3.1% | Reduced |
| Wedbush Securities Inc | 25,833 | $1.04M | 0.05% | −307−1.2% | Reduced |
| Wedgewood Investors Inc | 25,986 | $1.05M | 1.30% | +305+1.2% | Added |
| Narwhal Capital Management | 26,075 | $1.05M | 0.11% | −372−1.4% | Reduced |
| Shoker Investment Counsel, Inc. | 26,083 | $1.05M | 0.41% | +1,642+6.7% | Added |
| Steel Peak Wealth Management LLC | 25,509 | $1.05M | 0.06% | −181,301−87.7% | Reduced |
| Geneos Wealth Management Inc. | 26,150 | $1.05M | 0.05% | −17,179−39.6% | Reduced |
| Personal Cfo Solutions, LLC | 26,164 | $1.06M | 0.18% | +5,917+29.2% | Added |
| Burns J W & Co Inc | 26,282 | $1.06M | 0.16% | −625−2.3% | Reduced |
| Radnor Capital Management, LLC | 26,299 | $1.06M | 0.20% | −413−1.5% | Reduced |
| FNY Investment Advisers, LLC | 26,414 | $1.06M | 1.19% | +26,414 | New |
| Cascade Investment Group, Inc. | 26,594 | $1.07M | 0.87% | +1,955+7.9% | Added |
| Bollard Group LLC | 26,672 | $1.08M | 0.04% | −7,750−22.5% | Reduced |
| Kowal Investment Group, LLC | 26,728 | $1.08M | 0.25% | −2,512−8.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 26,729 | $1.08M | 0.17% | +921+3.6% | Added |
| Harbor Capital Advisors, Inc. | 26,831 | $1.08M | 0.21% | +186+0.7% | Added |
| Applied Capital LLC | 26,884 | $1.08M | 1.00% | −843−3.0% | Reduced |
| Greenfield Savings Bank | 27,151 | $1.10M | 0.63% | +134+0.5% | Added |
| Flagship Harbor Advisors, LLC | 27,162 | $1.10M | 0.08% | −2,570−8.6% | Reduced |
| Mill Capital Management, LLC | 27,186 | $1.10M | 0.10% | 00.0% | Unchanged |
| Duality Advisers, LP | 27,192 | $1.10M | 0.12% | +4,395+19.3% | Added |
| Voloridge Investment Management, LLC | 27,197 | $1.10M | 0.00% | −787,354−96.7% | Reduced |
| Ausdal Financial Partners, Inc. | 27,200 | $1.10M | 0.14% | −799−2.9% | Reduced |
| Chelsea Counsel Co | 26,650 | $1.10M | 0.58% | +1,100+4.3% | Added |
| Colony Group, LLC | 27,325 | $1.10M | 0.01% | +27,325 | New |
| TrueMark Investments, LLC | 27,398 | $1.11M | 1.10% | +27,398 | New |
| Leavell Investment Management, Inc. | 26,822 | $1.11M | 0.07% | −288−1.1% | Reduced |
| World Equity Group, Inc. | 31,918 | $1.11M | 0.22% | −6,596−17.1% | Reduced |
| XML Financial, LLC | 27,697 | $1.12M | 0.12% | +2,054+8.0% | Added |
| Delta Capital Management LLC | 27,740 | $1.12M | 0.78% | −100.0% | Reduced |
| Quest Partners LLC | 27,825 | $1.12M | 0.24% | +27,825 | New |
| Edgestream Partners, L.P. | 27,872 | $1.12M | 0.08% | −18,949−40.5% | Reduced |
| HF Advisory Group, LLC | 27,916 | $1.13M | 0.72% | +1,815+7.0% | Added |
| Berkshire Asset Management LLC | 28,032 | $1.13M | 0.06% | −566−2.0% | Reduced |
| Park National Corp | 28,112 | $1.13M | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28,288 | $1.14M | 0.04% | −5,362−15.9% | Reduced |
| RIA Advisory Group LLC | 28,358 | $1.14M | 0.55% | −8,391−22.8% | Reduced |
| Koshinski Asset Management, Inc. | 28,462 | $1.15M | 0.17% | −13,229−31.7% | Reduced |
| Ignite Planners, LLC | 27,817 | $1.16M | 0.34% | −1,631−5.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 28,845 | $1.16M | 0.22% | +1,618+5.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 28,926 | $1.17M | 0.63% | +900+3.2% | Added |
| Sonora Investment Management Group, LLC | 29,104 | $1.17M | 0.10% | +3,253+12.6% | Added |
| WP Advisors, LLC | 29,152 | $1.18M | 0.44% | +372+1.3% | Added |
| Delta Financial Group, Inc. | 29,208 | $1.18M | 0.37% | −956−3.2% | Reduced |
| Spire Wealth Management | 29,282 | $1.18M | 0.04% | +359+1.2% | Added |
| North Star Asset Management Inc | 29,282 | $1.18M | 0.06% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 29,363 | $1.18M | 0.02% | +9,755+49.8% | Added |
| Ossiam | 29,459 | $1.19M | 0.02% | −33,832−53.5% | Reduced |
| Ziegler Capital Management, LLC | 29,500 | $1.20M | 0.05% | −3,744−11.3% | Reduced |
| Ronald Blue Trust, Inc. | 28,711 | $1.21M | 0.02% | +3,533+14.0% | Added |
| Crawford Investment Counsel Inc | 30,028 | $1.21M | 0.02% | −777−2.5% | Reduced |
| Horizon Investments, LLC | 30,549 | $1.23M | 0.03% | +18,724+158.3% | Added |