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 |
|---|---|---|---|---|---|
| Ally Financial Inc. | 90,000 | $3.63M | 0.47% | +90,000 | New |
| Highland Capital Management, LLC | 90,273 | $3.64M | 0.23% | +640+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 91,947 | $3.71M | 0.12% | +3,528+4.0% | Added |
| iA Global Asset Management Inc. | 92,230 | $3.72M | 0.09% | +25,854+39.0% | Added |
| Heritage Wealth Advisors | 92,309 | $3.72M | 0.19% | +2,628+2.9% | Added |
| Aua Capital Management, LLC | 92,369 | $3.73M | 2.32% | +16,645+22.0% | Added |
| Edmp, Inc. | 92,688 | $3.74M | 3.41% | +1,366+1.5% | Added |
| New Mexico Educational Retirement Board | 92,895 | $3.75M | 0.14% | 00.0% | Unchanged |
| Atria Investments LLC | 92,967 | $3.75M | 0.06% | −10,919−10.5% | Reduced |
| MAI Capital Management | 93,150 | $3.76M | 0.05% | −2,197−2.3% | Reduced |
| Scotia Capital Inc. | 93,321 | $3.76M | 0.02% | +7,787+9.1% | Added |
| Baugh & Associates, LLC | 94,081 | $3.80M | 2.18% | −3,458−3.5% | Reduced |
| Brookstone Capital Management | 94,491 | $3.81M | 0.07% | +3,404+3.7% | Added |
| Hantz Financial Services, Inc. | 94,953 | $3.83M | 0.08% | −3,257−3.3% | Reduced |
| Venture Visionary Partners LLC | 94,978 | $3.83M | 0.20% | −164−0.2% | Reduced |
| Artemis Investment Management LLP | 95,182 | $3.84M | 0.06% | −113,661−54.4% | Reduced |
| Grassi Investment Management | 95,386 | $3.85M | 0.40% | 00.0% | Unchanged |
| Citadel Advisors LLC | 96,559 | $3.90M | 0.00% | +79,477+465.3% | Added |
| Coston, McIsaac & Partners | 97,361 | $3.93M | 1.37% | +941+1.0% | Added |
| Foundations Investment Advisors, LLC | 94,756 | $3.95M | 0.11% | −1,551−1.6% | Reduced |
| Tyche Wealth Partners LLC | 98,027 | $3.95M | 0.95% | +98,027 | New |
| Umb Bank N A | 98,805 | $3.99M | 0.06% | −647−0.7% | Reduced |
| Shilanski & Associates, Inc. | 99,017 | $3.99M | 1.52% | +3,266+3.4% | Added |
| Fifth Third Bancorp | 99,393 | $4.01M | 0.02% | −1,397−1.4% | Reduced |
| Rbo & Co LLC | 99,648 | $4.02M | 0.69% | +4,060+4.2% | Added |
| Steward Partners Investment Advisory, LLC | 99,832 | $4.03M | 0.05% | −15,483−13.4% | Reduced |
| Tectonic Advisors LLC | 100,281 | $4.05M | 0.34% | +10,185+11.3% | Added |
| Hutner Capital Management Inc | 102,035 | $4.12M | 2.43% | −110−0.1% | Reduced |
| Beacon Financial Group | 102,080 | $4.12M | 0.50% | −4,502−4.2% | Reduced |
| SYSTM Wealth Solutions LLC | 101,480 | $4.14M | 0.57% | +12,782+14.4% | Added |
| Fluent Financial, LLC | 102,968 | $4.15M | 2.47% | −78−0.1% | Reduced |
| Ar Asset Management Inc | 103,076 | $4.16M | 1.09% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 103,110 | $4.16M | 0.03% | +49,808+93.4% | Added |
| Principal Street Partners, LLC | 103,252 | $4.17M | 1.00% | −6,281−5.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 103,486 | $4.17M | 0.16% | −986−0.9% | Reduced |
| CWA Asset Management Group, LLC | 104,649 | $4.22M | 0.29% | −17,451−14.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 104,655 | $4.22M | 1.40% | +1,168+1.1% | Added |
| Stratos Wealth Advisors, LLC | 106,407 | $4.29M | 0.25% | −24,253−18.6% | Reduced |
| Louisiana State Employees Retirement System | 106,900 | $4.31M | 0.09% | −3,100−2.8% | Reduced |
| GLOBALT Investments LLC | 108,122 | $4.36M | 0.18% | +108,122 | New |
| Regions Financial Corp | 108,687 | $4.38M | 0.04% | −4,193−3.7% | Reduced |
| Bokf, NA | 108,896 | $4.39M | 0.09% | −10,155−8.5% | Reduced |
| M&G Investment Management Ltd | 110,210 | $4.41M | 0.03% | +15,349+16.2% | Added |
| Whittier Trust Co | 109,514 | $4.42M | 0.07% | +2,587+2.4% | Added |
| Hennessy Advisors Inc | 110,000 | $4.44M | 0.22% | −6,300−5.4% | Reduced |
| First National Trust Co | 110,146 | $4.44M | 0.20% | −1,861−1.7% | Reduced |
| Hyman Charles D | 110,726 | $4.47M | 0.27% | −18,959−14.6% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 110,893 | $4.47M | 1.52% | +602+0.5% | Added |
| JustInvest LLC | 110,898 | $4.47M | 0.11% | +23,268+26.6% | Added |
| Securian Asset Management, Inc | 112,014 | $4.52M | 0.13% | −15,335−12.0% | Reduced |
| KWMG, LLC | 112,706 | $4.55M | 0.53% | +2,267+2.1% | Added |
| Capstone Investment Advisors, LLC | 113,640 | $4.58M | 0.08% | −65,888−36.7% | Reduced |
| Sage Capital Advisors,llc | 113,659 | $4.59M | 1.48% | −352−0.3% | Reduced |
| Synergy Financial Management, LLC | 114,555 | $4.62M | 0.83% | +24,202+26.8% | Added |
| Avantax Advisory Services, Inc. | 114,570 | $4.62M | 0.05% | −10,164−8.1% | Reduced |
| Aptus Capital Advisors, LLC | 115,105 | $4.64M | 0.14% | −3,233−2.7% | Reduced |
| Keystone Financial Planning, Inc. | 115,274 | $4.65M | 1.54% | 00.0% | Unchanged |
| Investment Management Associates Inc | 116,954 | $4.72M | 1.82% | −2,268−1.9% | Reduced |
| Mutual Advisors, LLC | 117,049 | $4.72M | 0.16% | +13,789+13.4% | Added |
| ExodusPoint Capital Management, LP | 117,520 | $4.74M | 0.06% | +101,352+626.9% | Added |
| Hartford Investment Management Co | 119,256 | $4.81M | 0.18% | −4,068−3.3% | Reduced |
| Salomon & Ludwin, LLC | 114,707 | $4.82M | 0.50% | 00.0% | Unchanged |
| KBC Group NV | 120,083 | $4.84M | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 117,886 | $4.87M | 0.26% | +4,479+3.9% | Added |
| Symphony Financial, Ltd. Co. | 120,198 | $4.94M | 1.06% | +120,198 | New |
| Kennon-Green & Company, LLC | 122,448 | $4.94M | 5.02% | −15,844−11.5% | Reduced |
| Quantitative Investment Management, LLC | 124,460 | $5.02M | 0.29% | +124,460 | New |
| Valley National Advisers Inc | 124,670 | $5.03M | 0.80% | −7,642−5.8% | Reduced |
| Schwerin Boyle Capital Management Inc | 125,640 | $5.07M | 0.57% | −107,285−46.1% | Reduced |
| Ritholtz Wealth Management | 126,070 | $5.09M | 0.20% | +76,932+156.6% | Added |
| Stephens Inc | 126,969 | $5.12M | 0.09% | +40,342+46.6% | Added |
| Equitable Holdings, Inc. | 128,390 | $5.18M | 0.06% | +20,106+18.6% | Added |
| Toroso Investments, LLC | 128,485 | $5.18M | 0.12% | −20,664−13.9% | Reduced |
| LVM Capital Management Ltd | 129,073 | $5.21M | 0.67% | −2,376−1.8% | Reduced |
| Independent Advisor Alliance | 130,288 | $5.26M | 0.19% | −4,194−3.1% | Reduced |
| GTS Securities LLC | 135,862 | $5.48M | 0.12% | +124,679+1,114.9% | Added |
| Central Trust Co | 136,548 | $5.51M | 0.15% | −2,839−2.0% | Reduced |
| Rafferty Asset Management, LLC | 137,234 | $5.54M | 0.02% | +5,025+3.8% | Added |
| Windle Wealth, LLC | 138,045 | $5.57M | 3.91% | +3,117+2.3% | Added |
| Maryland State Retirement & Pension System | 139,055 | $5.61M | 0.12% | +1,480+1.1% | Added |
| Vestcor Inc | 139,339 | $5.62M | 0.19% | −413−0.3% | Reduced |
| Nomura Holdings Inc | 139,895 | $5.64M | 0.05% | +8,097+6.1% | Added |
| Inlet Private Wealth, LLC | 140,649 | $5.67M | 1.74% | −4,045−2.8% | Reduced |
| Kentucky Retirement Systems | 141,511 | $5.71M | 0.18% | −129−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 141,771 | $5.72M | 0.12% | −2,988−2.1% | Reduced |
| First Manhattan Co | 142,830 | $5.76M | 0.02% | −107,815−43.0% | Reduced |
| Great Valley Advisor Group, Inc. | 145,470 | $5.87M | 0.21% | +421+0.3% | Added |
| Savoir Faire Capital Management, L.P. | 145,994 | $5.89M | 2.56% | +18,107+14.2% | Added |
| Stony Point Wealth Management Inc. | 146,980 | $5.93M | 2.74% | +981+0.7% | Added |
| Dean Investment Associates, LLC | 149,405 | $6.03M | 0.86% | −57,693−27.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 151,533 | $6.11M | 0.71% | +114,033+304.1% | Added |
| Insight Folios Inc | 151,716 | $6.12M | 2.65% | +7,148+4.9% | Added |
| Auxier Asset Management | 155,267 | $6.26M | 1.01% | −2,030−1.3% | Reduced |
| Keybank National Association | 155,294 | $6.26M | 0.03% | −1,622−1.0% | Reduced |
| Sather Financial Group Inc | 155,600 | $6.28M | 0.46% | 00.0% | Unchanged |
| Old National Bancorp | 156,247 | $6.30M | 0.17% | −20,832−11.8% | Reduced |
| Janus Henderson Group PLC | 158,102 | $6.38M | 0.00% | −52,227−24.8% | Reduced |
| Daiwa Securities Group Inc. | 159,992 | $6.45M | 0.04% | +9,862+6.6% | Added |
| Point72 Asset Management, L.P. | 160,711 | $6.48M | 0.02% | −964,006−85.7% | Reduced |
| Atria Wealth Solutions, Inc. | 161,628 | $6.54M | 0.08% | +12,659+8.5% | Added |