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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 30,573 | $1.23M | 0.30% | 00.0% | Unchanged |
| First Foundation Advisors | 30,603 | $1.23M | 0.06% | −6,536−17.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 30,609 | $1.23M | 0.07% | −664−2.1% | Reduced |
| Range Financial Group LLC | 30,669 | $1.24M | 0.74% | −685−2.2% | Reduced |
| Paradigm Financial Partners, LLC | 30,728 | $1.24M | 0.30% | +2,714+9.7% | Added |
| Brandywine Trust Co | 30,814 | $1.24M | 0.25% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 30,906 | $1.25M | 0.38% | +2,655+9.4% | Added |
| TrimTabs Asset Management, LLC | 31,177 | $1.26M | 0.37% | −13,760−30.6% | Reduced |
| Lynch & Associates | 31,239 | $1.26M | 0.31% | −317−1.0% | Reduced |
| Moloney Securities Asset Management, LLC | 31,259 | $1.26M | 0.20% | +158+0.5% | Added |
| Dudley Capital Management, LLC | 31,460 | $1.27M | 0.81% | −52−0.2% | Reduced |
| Financial Counselors Inc | 31,571 | $1.27M | 0.02% | −5,586−15.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 31,740 | $1.28M | 0.44% | −421−1.3% | Reduced |
| Moran Wealth Management, LLC | 32,025 | $1.29M | 0.05% | +17,410+119.1% | Added |
| Botty Investors LLC | 31,267 | $1.29M | 0.54% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 97,791 | $1.30M | 0.17% | +97,791 | New |
| Change Path, LLC | 32,381 | $1.31M | 0.08% | −10,355−24.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 32,410 | $1.31M | 0.08% | +525+1.6% | Added |
| Wetherby Asset Management Inc | 32,439 | $1.31M | 0.07% | −5,205−13.8% | Reduced |
| Marino, Stram & Associates LLC | 32,495 | $1.31M | 0.34% | +195+0.6% | Added |
| Bleakley Financial Group, LLC | 32,496 | $1.31M | 0.04% | −1,560−4.6% | Reduced |
| Machina Capital S.A.S. | 32,594 | $1.31M | 0.85% | +32,594 | New |
| First City Capital Management, Inc. | 32,648 | $1.32M | 0.76% | −1,531−4.5% | Reduced |
| King Luther Capital Management Corp | 32,711 | $1.32M | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 32,721 | $1.32M | 0.17% | −825−2.5% | Reduced |
| Nations Financial Group Inc, | 32,855 | $1.33M | 0.12% | −3,348−9.2% | Reduced |
| Private Portfolio Partners LLC | 33,033 | $1.33M | 0.31% | −475−1.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 33,074 | $1.33M | 0.32% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 33,188 | $1.34M | 0.84% | −14,331−30.2% | Reduced |
| Greenleaf Trust | 33,196 | $1.34M | 0.01% | −6,141−15.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 33,317 | $1.34M | 0.26% | +27,136+439.0% | Added |
| Next Level Private LLC | 33,519 | $1.35M | 0.77% | +4,084+13.9% | Added |
| Cary Street Partner Investment Advisory LLC | 33,587 | $1.35M | 0.06% | +3,994+13.5% | Added |
| Sequoia Financial Advisors, LLC | 33,594 | $1.36M | 0.02% | +9,552+39.7% | Added |
| Exencial Wealth Advisors, LLC | 33,607 | $1.36M | 0.06% | +2,904+9.5% | Added |
| Stolper Co | 33,865 | $1.37M | 0.55% | −3,108−8.4% | Reduced |
| Boston Private Wealth LLC | 33,977 | $1.37M | 0.03% | +2,620+8.4% | Added |
| CMG Global Holdings, LLC | 34,237 | $1.38M | 1.00% | +27+0.1% | Added |
| EP Wealth Advisors, LLC | 34,126 | $1.38M | 0.02% | −5,551−14.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,133 | $1.38M | 0.05% | +2,878+9.2% | Added |
| IHT Wealth Management, LLC | 34,359 | $1.39M | 0.06% | −786−2.2% | Reduced |
| Poehling Capital Management, LLC | 34,550 | $1.39M | 0.44% | −178−0.5% | Reduced |
| Buckhead Capital Management LLC | 34,659 | $1.40M | 0.52% | −900−2.5% | Reduced |
| Arkadios Wealth Advisors | 34,798 | $1.40M | 0.12% | +1,393+4.2% | Added |
| Means Investment Co., Inc. | 34,993 | $1.41M | 0.20% | −515−1.5% | Reduced |
| Pearl River Capital, LLC | 35,029 | $1.41M | 0.23% | +35,029 | New |
| Parallel Advisors, LLC | 35,277 | $1.42M | 0.04% | +202+0.6% | Added |
| Lazari Capital Management, Inc. | 35,420 | $1.43M | 0.82% | −3,211−8.3% | Reduced |
| Prosperitas Financial LLC | 35,468 | $1.43M | 1.05% | +3,514+11.0% | Added |
| Mesirow Financial Investment Management, Inc. | 42,692 | $1.43M | 0.05% | +42,692 | New |
| Paradigm Asset Management Co LLC | 35,800 | $1.44M | 0.38% | −1,100−3.0% | Reduced |
| Northeast Financial Consultants Inc | 35,812 | $1.44M | 0.08% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 35,906 | $1.45M | 0.06% | +1,467+4.3% | Added |
| Wealthspire Advisors, LLC | 36,024 | $1.45M | 0.02% | +11,096+44.5% | Added |
| Affinity Investment Advisors, LLC | 36,075 | $1.46M | 0.99% | −4,133−10.3% | Reduced |
| Weinberger Asset Management, Inc | 36,226 | $1.46M | 0.75% | −185−0.5% | Reduced |
| Colonial River Wealth Management, LLC | 36,234 | $1.46M | 0.87% | +6,961+23.8% | Added |
| X-Square Capital, LLC | 36,405 | $1.47M | 0.81% | −377−1.0% | Reduced |
| Anthracite Investment Company, Inc. | 36,460 | $1.47M | 0.95% | +36,460 | New |
| Western Wealth Management, LLC | 36,501 | $1.47M | 0.11% | −1,847−4.8% | Reduced |
| Ameritas Advisory Services, LLC | 36,497 | $1.48M | 0.08% | −8,177−18.3% | Reduced |
| Essex Financial Services, Inc. | 36,632 | $1.48M | 0.15% | −1,413−3.7% | Reduced |
| Hohimer Wealth Management, LLC | 36,647 | $1.48M | 0.37% | −22,321−37.9% | Reduced |
| Vontobel Holding Ltd. | 36,694 | $1.48M | 0.01% | −8,202−18.3% | Reduced |
| Waterloo Capital, L.P. | 36,748 | $1.48M | 0.24% | +36,748 | New |
| Sunbelt Securities, Inc. | 36,978 | $1.49M | 0.19% | −3,236−8.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 37,009 | $1.49M | 0.08% | +2,142+6.1% | Added |
| Washington Trust Bank | 37,325 | $1.51M | 0.13% | −1,329−3.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 37,386 | $1.51M | 0.01% | −6,721−15.2% | Reduced |
| Cullinan Associates Inc | 37,411 | $1.51M | 0.08% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 37,428 | $1.51M | 0.08% | +672+1.8% | Added |
| Green Square Capital Advisors LLC | 37,484 | $1.51M | 0.20% | −5,139−12.1% | Reduced |
| Aviance Capital Partners, LLC | 37,510 | $1.51M | 0.32% | −5,109−12.0% | Reduced |
| Richard Bernstein Advisors LLC | 37,553 | $1.51M | 0.03% | +25+0.1% | Added |
| Csenge Advisory Group | 37,669 | $1.52M | 0.09% | +3,247+9.4% | Added |
| Coldstream Capital Management Inc | 37,783 | $1.52M | 0.04% | +1,556+4.3% | Added |
| GM Advisory Group, Inc. | 38,326 | $1.55M | 0.12% | +3,614+10.4% | Added |
| Investors Asset Management of Georgia Inc | 38,386 | $1.55M | 0.79% | +1,200+3.2% | Added |
| Fulton Bank, N.A. | 38,524 | $1.55M | 0.07% | −63−0.2% | Reduced |
| Moors & Cabot, Inc. | 38,565 | $1.56M | 0.10% | +2,963+8.3% | Added |
| Octavia Wealth Advisors, LLC | 37,867 | $1.57M | 0.28% | +8,915+30.8% | Added |
| Welch Group, LLC | 38,843 | $1.57M | 0.08% | +41+0.1% | Added |
| Mission Wealth Management, LP | 39,002 | $1.57M | 0.05% | −4,359−10.1% | Reduced |
| CSS LLC | 39,200 | $1.58M | 0.12% | −11,333−22.4% | Reduced |
| Belpointe Asset Management LLC | 39,345 | $1.59M | 0.14% | +13,411+51.7% | Added |
| Cornerstone Wealth Management, LLC | 39,352 | $1.59M | 0.14% | +2,203+5.9% | Added |
| Horizon Kinetics Asset Management LLC | 39,356 | $1.59M | 0.03% | −76−0.2% | Reduced |
| Ellenbecker Investment Group | 39,373 | $1.59M | 0.37% | −3,081−7.3% | Reduced |
| SageView Advisory Group, LLC | 39,270 | $1.59M | 0.07% | +12,294+45.6% | Added |
| Kinloch Capital, LLC | 39,717 | $1.60M | 1.02% | −2,089−5.0% | Reduced |
| Amica Mutual Insurance Co | 39,899 | $1.61M | 0.17% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 40,074 | $1.62M | 0.02% | +5,418+15.6% | Added |
| Empirical Finance, LLC | 40,115 | $1.62M | 0.11% | +1,015+2.6% | Added |
| WSFS Capital Management, LLC | 40,242 | $1.62M | 0.10% | −32,008−44.3% | Reduced |
| Public Sector Pension Investment Board | 40,377 | $1.63M | 0.01% | −149,714−78.8% | Reduced |
| TCW Group Inc | 40,610 | $1.63M | 0.02% | +27,940+220.5% | Added |
| Private Trust Co NA | 40,835 | $1.65M | 0.19% | +938+2.4% | Added |
| Fortune Financial Advisors, LLC | 40,842 | $1.65M | 1.15% | −579−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 40,896 | $1.65M | 0.10% | +4,821+13.4% | Added |
| NewEdge Wealth, LLC | 40,966 | $1.65M | 0.04% | +969+2.4% | Added |