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 |
|---|---|---|---|---|---|
| Beverly Hills Private Wealth, LLC | 40,986 | $1.65M | 0.43% | −5,384−11.6% | Reduced |
| Ceera Investments, LLC | 41,175 | $1.66M | 0.78% | +1,282+3.2% | Added |
| Howard Capital Management Group, LLC | 41,184 | $1.66M | 0.14% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 41,396 | $1.67M | 0.04% | +41,396 | New |
| Disciplined Equity Management, Inc. | 41,425 | $1.67M | 1.15% | +770+1.9% | Added |
| Tyler-Stone Wealth Management | 41,815 | $1.69M | 0.85% | −1,549−3.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 41,896 | $1.69M | 0.06% | +41,896 | New |
| South State Corp. | 41,958 | $1.69M | 0.14% | −8,598−17.0% | Reduced |
| RSM US Wealth Management LLC | 41,136 | $1.70M | 0.05% | +4,986+13.8% | Added |
| Westpac Banking Corp | 42,148 | $1.70M | 0.14% | 00.0% | Unchanged |
| Perpetual Ltd | 42,148 | $1.70M | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 42,213 | $1.70M | 0.24% | −5,893−12.3% | Reduced |
| OmniStar Financial Group, Inc. | 42,463 | $1.71M | 2.15% | −7,503−15.0% | Reduced |
| Harbour Investments, Inc. | 42,501 | $1.71M | 0.07% | +2,840+7.2% | Added |
| Hayek Kallen Investment Management | 42,514 | $1.72M | 0.72% | −160−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 42,594 | $1.72M | 0.07% | −6,028−12.4% | Reduced |
| HM Payson & Co | 42,630 | $1.72M | 0.04% | −1,019−2.3% | Reduced |
| Independence Bank of Kentucky | 42,664 | $1.72M | 0.60% | −950−2.2% | Reduced |
| Quantinno Capital Management LP | 42,775 | $1.73M | 0.06% | +632+1.5% | Added |
| Alley Investment Management Company, LLC | 42,949 | $1.73M | 0.25% | −79−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 43,014 | $1.74M | 0.03% | +6,451+17.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 43,118 | $1.74M | 0.03% | +6,211+16.8% | Added |
| United Capital Financial Advisers, LLC | 43,190 | $1.74M | 0.01% | +15,692+57.1% | Added |
| BBR Partners, LLC | 43,260 | $1.75M | 0.18% | +33,754+355.1% | Added |
| Simmons Bank | 43,708 | $1.76M | 0.14% | +2,181+5.3% | Added |
| Salem Investment Counselors Inc | 42,814 | $1.76M | 0.06% | −5,984−12.3% | Reduced |
| Confluence Wealth Services, Inc. | 43,815 | $1.77M | 0.19% | +3,311+8.2% | Added |
| Carnegie Capital Asset Management, LLC | 43,841 | $1.77M | 0.06% | −9,856−18.4% | Reduced |
| Fisher Asset Management, LLC | 43,920 | $1.77M | 0.00% | −2,080−4.5% | Reduced |
| Pitcairn Co | 44,013 | $1.78M | 0.13% | −13,955−24.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 44,169 | $1.78M | 0.38% | −811−1.8% | Reduced |
| FORA Capital, LLC | 44,445 | $1.79M | 0.15% | +44,445 | New |
| Vista Investment Partners LLC | 44,462 | $1.79M | 0.66% | +44,462 | New |
| Bessemer Group Inc | 44,967 | $1.81M | 0.00% | +1,093+2.5% | Added |
| Independent Financial Group, LLC | 45,103 | $1.82M | 0.10% | +829+1.9% | Added |
| Assenagon Asset Management S.A. | 45,288 | $1.83M | 0.01% | −688,381−93.8% | Reduced |
| Doliver Advisors, LP | 45,335 | $1.83M | 0.56% | −2,229−4.7% | Reduced |
| LVW Advisors, LLC | 45,399 | $1.83M | 0.34% | −15,689−25.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 45,450 | $1.83M | 0.02% | −1,362−2.9% | Reduced |
| Hartford Financial Management Inc. | 45,860 | $1.85M | 0.42% | −219−0.5% | Reduced |
| FJ Investments, LLC | 45,931 | $1.85M | 0.09% | +45,931 | New |
| Stonegate Investment Group, LLC | 46,363 | $1.87M | 0.06% | −511−1.1% | Reduced |
| Waters Parkerson & Co., LLC | 46,493 | $1.88M | 0.10% | +234+0.5% | Added |
| Hilltop Holdings Inc. | 46,614 | $1.88M | 0.21% | +5,415+13.1% | Added |
| Sawtooth Solutions, LLC | 46,914 | $1.89M | 0.05% | −79−0.2% | Reduced |
| Prospera Financial Services Inc | 47,222 | $1.90M | 0.06% | +2,475+5.5% | Added |
| Metis Global Partners, LLC | 47,415 | $1.91M | 0.08% | −7,352−13.4% | Reduced |
| Boothbay Fund Management, LLC | 47,976 | $1.94M | 0.07% | +10,285+27.3% | Added |
| We Are One Seven, LLC | 48,271 | $1.95M | 0.11% | +9,308+23.9% | Added |
| HB Wealth Management, LLC | 48,480 | $1.96M | 0.03% | −6,238−11.4% | Reduced |
| Group One Trading, L.P. | 48,498 | $1.96M | 0.06% | −22,705−31.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 48,772 | $1.97M | 0.04% | +3,344+7.4% | Added |
| Proequities, Inc. | 47,628 | $1.97M | 0.14% | −959−2.0% | Reduced |
| Strategic Investment Advisors | 49,138 | $1.98M | 0.29% | +15,771+47.3% | Added |
| Hunter Associates Investment Management LLC | 49,475 | $1.99M | 0.36% | +1,367+2.8% | Added |
| Financial Sense Advisors, Inc. | 49,343 | $1.99M | 0.75% | +1,535+3.2% | Added |
| Leelyn Smith, LLC | 49,428 | $1.99M | 0.44% | −3,117−5.9% | Reduced |
| Accurate Wealth Management, LLC | 48,403 | $2.01M | 0.63% | −1,104−2.2% | Reduced |
| Capital Investment Advisory Services, LLC | 49,970 | $2.02M | 0.19% | −10,582−17.5% | Reduced |
| Verus Capital Partners, LLC | 50,603 | $2.04M | 0.25% | −608−1.2% | Reduced |
| CoreCap Advisors, LLC | 50,614 | $2.04M | 0.13% | +5,237+11.5% | Added |
| Silvercrest Asset Management Group LLC | 50,626 | $2.04M | 0.01% | +1,061+2.1% | Added |
| Edgar Lomax Co | 50,740 | $2.05M | 0.13% | −3,600−6.6% | Reduced |
| Savant Capital, LLC | 50,877 | $2.05M | 0.03% | +1,119+2.2% | Added |
| Hancock Whitney Corp | 51,036 | $2.06M | 0.08% | −9,245−15.3% | Reduced |
| Convergence Investment Partners, LLC | 51,043 | $2.06M | 1.08% | −6,920−11.9% | Reduced |
| Deltec Asset Management LLC | 51,150 | $2.06M | 0.46% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 51,479 | $2.08M | 0.08% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 51,706 | $2.09M | 0.25% | +1,861+3.7% | Added |
| Pine Valley Investments Ltd Liability Co | 51,176 | $2.09M | 0.18% | +10,442+25.6% | Added |
| Hosking Partners LLP | 51,849 | $2.09M | 0.09% | −882−1.7% | Reduced |
| Ostrum Asset Management | 51,990 | $2.10M | 0.18% | +218+0.4% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 52,023 | $2.10M | 1.68% | −6,120−10.5% | Reduced |
| Ieq Capital, LLC | 52,049 | $2.10M | 0.03% | +7,602+17.1% | Added |
| Groupama Asset Managment | 103,784 | $2.11M | 0.05% | +103,784 | New |
| Associated Banc-Corp | 52,343 | $2.11M | 0.07% | −9,289−15.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 52,413 | $2.11M | 0.03% | +987+1.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 52,768 | $2.13M | 0.12% | −1,763−3.2% | Reduced |
| NBT Bank N A | 53,198 | $2.15M | 0.17% | +182+0.3% | Added |
| Parthenon LLC | 53,295 | $2.15M | 0.30% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 53,375 | $2.15M | 0.04% | +1,775+3.4% | Added |
| Clearstead Advisors, LLC | 53,316 | $2.15M | 0.11% | −163−0.3% | Reduced |
| Sigma Planning Corp | 53,477 | $2.16M | 0.17% | −73,784−58.0% | Reduced |
| Marcum Wealth, LLC | 53,696 | $2.17M | 0.23% | −2,867−5.1% | Reduced |
| Sepio Capital, LP | 53,868 | $2.17M | 0.18% | −14,262−20.9% | Reduced |
| Trust Co of Virginia | 53,954 | $2.18M | 0.22% | −927−1.7% | Reduced |
| Pinnacle Associates Ltd | 54,491 | $2.20M | 0.04% | +1,068+2.0% | Added |
| Redwood Investment Management, LLC | 54,526 | $2.20M | 0.20% | +3,161+6.2% | Added |
| Founders Financial Alliance, LLC | 54,846 | $2.21M | 0.86% | +2,051+3.9% | Added |
| Independent Solutions Wealth Management, LLC | 54,924 | $2.22M | 0.57% | +4,454+8.8% | Added |
| Argent Trust Co | 54,964 | $2.22M | 0.11% | −28,774−34.4% | Reduced |
| HBW Advisory Services LLC | 55,142 | $2.22M | 0.42% | −1,519−2.7% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 55,256 | $2.23M | 1.65% | −5,094−8.4% | Reduced |
| Allworth Financial LP | 55,289 | $2.23M | 0.02% | −1,273−2.3% | Reduced |
| Two Sigma Advisers, LP | 55,700 | $2.25M | 0.01% | −358,800−86.6% | Reduced |
| Bogart Wealth, LLC | 55,927 | $2.26M | 0.13% | +250.0% | Added |
| ORG Partners LLC | 56,191 | $2.27M | 0.38% | +28,241+101.0% | Added |
| Linden Thomas Advisory Services, LLC | 56,219 | $2.27M | 0.42% | +3,613+6.9% | Added |
| Stratos Wealth Partners, LTD. | 56,234 | $2.27M | 0.04% | +1,031+1.9% | Added |
| Credit Agricole S A | 56,291 | $2.27M | 0.05% | +39,599+237.2% | Added |