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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 56,325 | $2.27M | 0.03% | −13,437−19.3% | Reduced |
| Coho Partners, Ltd. | 56,459 | $2.28M | 0.05% | −19,500−25.7% | Reduced |
| SeaCrest Wealth Management, LLC | 55,284 | $2.29M | 0.28% | −1,223−2.2% | Reduced |
| Tiaa Trust, National Association | 56,909 | $2.30M | 0.01% | −1,364−2.3% | Reduced |
| ProVise Management Group, LLC | 56,948 | $2.30M | 0.19% | −950−1.6% | Reduced |
| Federated Hermes, Inc. | 57,152 | $2.31M | 0.01% | −6,130−9.7% | Reduced |
| 3Chopt Investment Partners, LLC | 56,842 | $2.35M | 0.86% | +1,475+2.7% | Added |
| KMG Fiduciary Partners, LLC | 58,317 | $2.35M | 0.27% | +2,730+4.9% | Added |
| Shell Asset Management Co | 58,453 | $2.36M | 0.11% | +34,641+145.5% | Added |
| Bridges Investment Management Inc | 58,790 | $2.37M | 0.08% | +1,083+1.9% | Added |
| Lowe Brockenbrough & Co Inc | 57,654 | $2.38M | 0.18% | −30,091−34.3% | Reduced |
| Concurrent Investment Advisors, LLC | 59,144 | $2.39M | 0.11% | +59,144 | New |
| Dana Investment Advisors, Inc. | 59,556 | $2.40M | 0.12% | −1,449−2.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 59,862 | $2.41M | 0.36% | −8,831−12.9% | Reduced |
| Atlantic Union Bankshares Corp | 60,057 | $2.42M | 0.22% | +13,734+29.6% | Added |
| KPP Advisory Services LLC | 60,067 | $2.42M | 2.13% | −14,314−19.2% | Reduced |
| Principal Securities, Inc. | 60,142 | $2.43M | 0.09% | +60,142 | New |
| Investmark Advisory Group LLC | 60,429 | $2.44M | 1.43% | +1,361+2.3% | Added |
| Financial Partners Group, LLC | 61,326 | $2.47M | 1.12% | +2,961+5.1% | Added |
| Verus Financial Partners, Inc. | 61,667 | $2.48M | 0.31% | +5,958+10.7% | Added |
| Capital Square, LLC | 61,476 | $2.48M | 2.80% | −2,876−4.5% | Reduced |
| Contrarius Investment Management Ltd | 61,691 | $2.49M | 0.13% | −4,141−6.3% | Reduced |
| Level Four Advisory Services, LLC | 61,765 | $2.49M | 0.14% | −702−1.1% | Reduced |
| Kavar Capital Partners Group, LLC | 61,774 | $2.49M | 0.28% | +30,577+98.0% | Added |
| Mechanics Bank Trust Department | 61,784 | $2.49M | 0.39% | −15,960−20.5% | Reduced |
| Haverford Trust Co | 62,120 | $2.51M | 0.03% | 00.0% | Unchanged |
| Norinchukin Bank, The | 62,554 | $2.52M | 0.06% | −6,933−10.0% | Reduced |
| Texas Yale Capital Corp. | 62,868 | $2.54M | 0.12% | −23,400−27.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 63,010 | $2.54M | 0.18% | −228−0.4% | Reduced |
| MONECO Advisors, LLC | 63,224 | $2.55M | 0.49% | +51,663+446.9% | Added |
| Axxcess Wealth Management, LLC | 63,269 | $2.55M | 0.08% | +7,723+13.9% | Added |
| Oak Thistle LLC | 63,867 | $2.58M | 0.74% | +35,357+124.0% | Added |
| IFP Advisors, Inc | 63,971 | $2.58M | 0.12% | −11,680−15.4% | Reduced |
| Park Avenue Securities LLC | 64,492 | $2.60M | 0.04% | −609−0.9% | Reduced |
| Epoch Investment Partners, Inc. | 65,674 | $2.65M | 0.01% | −7,783−10.6% | Reduced |
| Fred Alger Management, LLC | 66,289 | $2.67M | 0.01% | +7,435+12.6% | Added |
| DFPG Investments, LLC | 65,092 | $2.69M | 0.21% | −2,358−3.5% | Reduced |
| Cornercap Investment Counsel Inc | 66,946 | $2.70M | 0.44% | −3,011−4.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 67,145 | $2.71M | 1.29% | −2,052−3.0% | Reduced |
| Verdence Capital Advisors LLC | 67,649 | $2.73M | 0.26% | +4,640+7.4% | Added |
| Banque Cantonale Vaudoise | 67,727 | $2.73M | 0.12% | 00.0% | Unchanged |
| Aviva PLC | 67,990 | $2.74M | 0.01% | −120−0.2% | Reduced |
| Two Sigma Securities, LLC | 67,999 | $2.74M | 0.13% | +37,794+125.1% | Added |
| Man Group plc | 68,001 | $2.74M | 0.01% | – | – |
| Clark Estates Inc | 68,400 | $2.76M | 0.47% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 68,727 | $2.77M | 0.11% | −3,208−4.5% | Reduced |
| Fernwood Investment Management, LLC | 68,738 | $2.77M | 0.91% | +3,181+4.9% | Added |
| Stokes Family Office, LLC | 69,002 | $2.78M | 0.38% | −11,266−14.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 69,309 | $2.80M | 0.76% | −1,854−2.6% | Reduced |
| Glenview Trust Co | 69,452 | $2.80M | 0.07% | −3,936−5.4% | Reduced |
| Verition Fund Management LLC | 70,315 | $2.84M | 0.03% | −32,135−31.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 71,288 | $2.88M | 1.34% | −42,742−37.5% | Reduced |
| Citizens National Bank Trust Department | 71,442 | $2.88M | 0.73% | −1,805−2.5% | Reduced |
| Metropolitan Life Insurance Co | 71,991 | $2.90M | 0.14% | −1,432−2.0% | Reduced |
| Jarislowsky, Fraser Ltd | 72,000 | $2.90M | 0.02% | −300−0.4% | Reduced |
| Merit Financial Group, LLC | 72,014 | $2.91M | 0.09% | −7,416−9.3% | Reduced |
| Heritage Trust Co | 72,169 | $2.91M | 0.41% | −520−0.7% | Reduced |
| Meyer Handelman Co | 72,682 | $2.93M | 0.11% | −26,150−26.5% | Reduced |
| Johnson Financial Group, Inc. | 71,150 | $2.94M | 0.16% | −37,709−34.6% | Reduced |
| Heritage Investors Management Corp | 73,580 | $2.97M | 0.11% | −532−0.7% | Reduced |
| Hollencrest Capital Management | 74,515 | $3.01M | 0.28% | +350.0% | Added |
| HighPoint Advisor Group LLC | 69,543 | $3.01M | 0.22% | +69,543 | New |
| Integrated Wealth Concepts LLC | 74,591 | $3.01M | 0.05% | +322+0.4% | Added |
| Dynamic Advisor Solutions LLC | 72,968 | $3.03M | 0.11% | −1,081−1.5% | Reduced |
| Baldwin Brothers Inc | 75,332 | $3.04M | 0.24% | −5,503−6.8% | Reduced |
| Apollon Wealth Management, LLC | 75,865 | $3.06M | 0.11% | +268+0.4% | Added |
| Freestone Capital Holdings, LLC | 76,024 | $3.07M | 0.14% | −6,556−7.9% | Reduced |
| Panagora Asset Management Inc | 76,515 | $3.09M | 0.02% | +3,827+5.3% | Added |
| Sound View Wealth Advisors Group, LLC | 77,267 | $3.12M | 0.34% | +34,386+80.2% | Added |
| Cornerstone Advisors, LLC | 77,300 | $3.12M | 0.14% | 00.0% | Unchanged |
| Clear Street Markets LLC | 77,600 | $3.13M | 1.26% | −194,500−71.5% | Reduced |
| Cypress Capital Group | 77,605 | $3.13M | 0.41% | +1,109+1.4% | Added |
| Focus Financial Network Inc | 77,132 | $3.19M | 0.12% | +77,132 | New |
| Commonwealth Retirement Investments LLC | 79,335 | $3.20M | 1.70% | −42,290−34.8% | Reduced |
| Slagle Financial, LLC | 160,380 | $3.24M | 1.85% | +82,572+106.1% | Added |
| Cornerstone Wealth Group, LLC | 80,758 | $3.26M | 0.47% | +4,511+5.9% | Added |
| Global Retirement Partners, LLC | 79,826 | $3.27M | 0.14% | +1,524+1.9% | Added |
| Wintrust Investments LLC | 81,192 | $3.27M | 0.32% | +23,609+41.0% | Added |
| CFM Wealth Partners LLC | 81,901 | $3.30M | 0.75% | +263+0.3% | Added |
| Meitav Dash Investments Ltd | 80,703 | $3.31M | 0.05% | −48,929−37.7% | Reduced |
| National Asset Management, Inc. | 80,248 | $3.31M | 0.09% | −11,546−12.6% | Reduced |
| Good Life Advisors, LLC | 82,432 | $3.33M | 0.33% | +741+0.9% | Added |
| CX Institutional | 82,678 | $3.34M | 0.18% | +15,451+23.0% | Added |
| Lincoln National Corp | 83,124 | $3.35M | 0.06% | −16,392−16.5% | Reduced |
| Formidable Asset Management, LLC | 83,287 | $3.36M | 0.73% | −2,646−3.1% | Reduced |
| Financial Security Advisor, Inc. | 81,305 | $3.36M | 1.32% | +1,135+1.4% | Added |
| Stock Yards Bank & Trust Co | 83,624 | $3.37M | 0.12% | −7,355−8.1% | Reduced |
| MainStreet Investment Advisors LLC | 84,129 | $3.39M | 0.38% | −8,393−9.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 84,237 | $3.40M | 0.01% | +73,780+705.6% | Added |
| Raymond James Trust N.A. | 84,369 | $3.40M | 0.09% | −176,617−67.7% | Reduced |
| Massmutual Trust Co FSB | 84,755 | $3.42M | 0.11% | −16,122−16.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 84,973 | $3.43M | 0.31% | +5,772+7.3% | Added |
| Elequin Capital LP | 85,800 | $3.46M | 1.04% | +85,800 | New |
| Park Circle Co | 86,050 | $3.47M | 3.35% | −2,000−2.3% | Reduced |
| Peapack Gladstone Financial Corp | 86,434 | $3.49M | 0.06% | −13,146−13.2% | Reduced |
| Johnson Investment Counsel Inc | 86,552 | $3.49M | 0.04% | +1,622+1.9% | Added |
| Altrius Capital Management Inc | 86,620 | $3.49M | 0.97% | +3,246+3.9% | Added |
| Ascent Group, LLC | 86,469 | $3.51M | 0.33% | −180−0.2% | Reduced |
| SG Americas Securities, LLC | 88,090 | $3.55M | 0.04% | −109,525−55.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 89,931 | $3.63M | 0.34% | +89,931 | New |