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 |
|---|---|---|---|---|---|
| Bard Financial Services, Inc. | 163,312 | $6.59M | 0.74% | +3,145+2.0% | Added |
| Visionary Wealth Advisors | 164,698 | $6.64M | 0.49% | +2,821+1.7% | Added |
| ARS Wealth Advisors Group, LLC | 165,121 | $6.66M | 0.99% | −31,812−16.2% | Reduced |
| Granite Bay Wealth Management, LLC | 162,036 | $6.70M | 0.06% | 00.0% | Unchanged |
| Empowered Funds, LLC | 166,525 | $6.72M | 0.17% | +136,063+446.7% | Added |
| Private Advisor Group, LLC | 167,613 | $6.76M | 0.05% | +6,588+4.1% | Added |
| Newport Trust Co | 168,043 | $6.78M | 0.02% | −2,060−1.2% | Reduced |
| Brinker Capital Investments, LLC | 162,115 | $6.79M | 0.08% | −16,720−9.3% | Reduced |
| Orion Portfolio Solutions, LLC | 162,115 | $6.79M | 0.08% | −16,720−9.3% | Reduced |
| HRT Financial LP | 168,668 | $6.80M | 0.05% | +168,668 | New |
| Snowden Capital Advisors LLC | 168,962 | $6.82M | 0.26% | −16,084−8.7% | Reduced |
| Pinnacle Financial Partners Inc | 170,525 | $6.88M | 0.16% | −47,423−21.8% | Reduced |
| TD Waterhouse Canada Inc. | 149,517 | $6.88M | 0.06% | +85,252+132.7% | Added |
| Intact Investment Management Inc. | 170,600 | $6.88M | 0.28% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 171,453 | $6.92M | 0.18% | +1,952+1.2% | Added |
| Blair William & Co | 172,074 | $6.94M | 0.02% | −118,827−40.8% | Reduced |
| Huntington National Bank | 172,353 | $6.95M | 0.06% | −148−0.1% | Reduced |
| Greylin Investment Mangement Inc | 174,026 | $7.02M | 1.21% | +12,802+7.9% | Added |
| Busey Wealth Management | 175,187 | $7.07M | 0.27% | −4,765−2.6% | Reduced |
| AlTi Global, Inc. | 175,743 | $7.10M | 0.22% | +175,743 | New |
| Yousif Capital Management, LLC | 176,322 | $7.11M | 0.08% | −10,435−5.6% | Reduced |
| Viking Fund Management LLC | 176,600 | $7.12M | 1.39% | +25,300+16.7% | Added |
| Jacobs Levy Equity Management, Inc | 176,615 | $7.12M | 0.04% | +41,217+30.4% | Added |
| WBI Investments | 177,514 | $7.16M | 1.43% | +82,350+86.5% | Added |
| Wealthfront Advisers LLC | 177,679 | $7.17M | 0.03% | −15,867−8.2% | Reduced |
| Miller Howard Investments Inc | 180,000 | $7.26M | 0.25% | 00.0% | Unchanged |
| Capital International Inc | 180,514 | $7.28M | 0.11% | +99,002+121.5% | Added |
| Synovus Financial Corp | 184,778 | $7.45M | 0.11% | −116,406−38.6% | Reduced |
| Walleye Trading LLC | 187,575 | $7.57M | 0.11% | +4,431+2.4% | Added |
| Thornburg Investment Management Inc | 187,900 | $7.58M | 0.11% | 00.0% | Unchanged |
| Cetera Investment Advisers | 190,958 | $7.70M | 0.06% | −44,085−18.8% | Reduced |
| Oppenheimer & Co Inc | 191,109 | $7.71M | 0.14% | −26,204−12.1% | Reduced |
| Advisory Services Network, LLC | 192,756 | $7.78M | 0.19% | −21,424−10.0% | Reduced |
| Xponance, Inc. | 194,931 | $7.86M | 0.09% | +2,015+1.0% | Added |
| Cresset Asset Management, LLC | 191,284 | $7.88M | 0.05% | −6,336−3.2% | Reduced |
| Northern Oak Wealth Management Inc | 195,414 | $7.88M | 0.94% | −1,686−0.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 199,639 | $8.05M | 1.53% | −8,092−3.9% | Reduced |
| Brown Advisory Inc | 199,675 | $8.05M | 0.01% | −19,349−8.8% | Reduced |
| Wellington Management Group LLP | 201,868 | $8.14M | 0.00% | −179,350−47.0% | Reduced |
| Cedar Wealth Management, LLC | 203,188 | $8.20M | 2.98% | −2,616−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 203,405 | $8.21M | 0.10% | +109,428+116.4% | Added |
| British Columbia Investment Management Corp | 204,291 | $8.24M | 0.07% | +41,962+25.8% | Added |
| Pathstone Holdings, LLC | 206,174 | $8.36M | 0.05% | +206,174 | New |
| GAM Holding AG | 208,442 | $8.41M | 0.63% | +7,194+3.6% | Added |
| GWM Advisors LLC | 208,431 | $8.41M | 0.08% | +18,072+9.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 208,607 | $8.42M | 0.11% | +1,368+0.7% | Added |
| Gotham Asset Management, LLC | 208,979 | $8.43M | 0.16% | +44,508+27.1% | Added |
| Kingsview Wealth Management, LLC | 209,716 | $8.46M | 0.25% | +71,534+51.8% | Added |
| Virtu Financial LLC | 209,849 | $8.46M | 0.67% | +84,096+66.9% | Added |
| Nissay Asset Management Corp | 211,782 | $8.54M | 0.07% | +6,085+3.0% | Added |
| Systematic Alpha Investments, LLC | 212,638 | $8.58M | 0.38% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 214,497 | $8.65M | 0.04% | −79,353−27.0% | Reduced |
| Cubist Systematic Strategies, LLC | 217,619 | $8.78M | 0.11% | +217,619 | New |
| Benedict Financial Advisors Inc | 218,751 | $8.82M | 2.40% | +2,248+1.0% | Added |
| CWM, LLC | 220,511 | $8.89M | 0.05% | +40,075+22.2% | Added |
| Walleye Capital LLC | 223,044 | $9.00M | 0.13% | −9,654−4.1% | Reduced |
| Trexquant Investment LP | 226,028 | $9.12M | 0.21% | +85,162+60.5% | Added |
| ProShare Advisors LLC | 227,309 | $9.17M | 0.03% | −26,128−10.3% | Reduced |
| Landscape Capital Management, L.L.C. | 227,712 | $9.19M | 0.82% | −24,052−9.6% | Reduced |
| South Dakota Investment Council | 228,008 | $9.20M | 0.20% | −8,200−3.5% | Reduced |
| Korea Investment CORP | 228,555 | $9.22M | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 228,608 | $9.22M | 0.01% | −30,926−11.9% | Reduced |
| Wolverine Trading, LLC | 230,114 | $9.28M | 0.07% | +211,259+1,120.4% | Added |
| Cullen/Frost Bankers, Inc. | 230,568 | $9.30M | 0.15% | −11,475−4.7% | Reduced |
| Mutual of America Capital Management LLC | 233,909 | $9.44M | 0.11% | −11,654−4.7% | Reduced |
| Guggenheim Capital LLC | 234,838 | $9.47M | 0.07% | −1,577−0.7% | Reduced |
| Regal Investment Advisors LLC | 237,744 | $9.59M | 0.73% | +23,716+11.1% | Added |
| New York Life Investment Management LLC | 238,203 | $9.61M | 0.10% | −55,721−19.0% | Reduced |
| CIBC World Markets Inc. | 239,613 | $9.67M | 0.03% | −26,389−9.9% | Reduced |
| Worldquant Millennium Advisors LLC | 241,266 | $9.73M | 0.14% | −241,548−50.0% | Reduced |
| Mayflower Financial Advisors, LLC | 241,686 | $9.75M | 1.35% | −4,548−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 243,167 | $9.81M | 0.02% | −179−0.1% | Reduced |
| Capital Management Corp | 249,032 | $10.0M | 1.97% | +112,229+82.0% | Added |
| Centre Asset Management, LLC | 250,847 | $10.1M | 2.44% | −5,720−2.2% | Reduced |
| Brown Brothers Harriman & Co | 250,861 | $10.1M | 0.08% | −1,486,426−85.6% | Reduced |
| RMB Capital Management, LLC | 260,532 | $10.5M | 0.32% | +20,053+8.3% | Added |
| GW Henssler & Associates Ltd | 263,241 | $10.6M | 0.70% | −51,543−16.4% | Reduced |
| Public Employees Retirement Association of Colorado | 263,657 | $10.6M | 0.05% | −7,246−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 263,908 | $10.6M | 0.13% | +13,589+5.4% | Added |
| Verity & Verity, LLC | 264,552 | $10.7M | 1.22% | −750.0% | Reduced |
| Adams Asset Advisors, LLC | 265,562 | $10.7M | 1.44% | +15,951+6.4% | Added |
| Neuberger Berman Group LLC | 265,686 | $10.7M | 0.01% | −45,649−14.7% | Reduced |
| Torray LLC | 273,523 | $11.0M | 1.79% | −41,282−13.1% | Reduced |
| Sapient Capital LLC | 269,705 | $11.1M | 0.29% | +269,705 | New |
| Illinois Municipal Retirement Fund | 276,585 | $11.2M | 0.19% | +71,026+34.6% | Added |
| Advisors Capital Management, LLC | 278,133 | $11.2M | 0.23% | −25,366−8.4% | Reduced |
| QRG Capital Management, Inc. | 282,138 | $11.4M | 0.17% | +39,619+16.3% | Added |
| NorthRock Partners, LLC | 275,760 | $11.4M | 0.48% | +109,860+66.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 282,876 | $11.4M | 0.45% | +109,914+63.5% | Added |
| CIBC Asset Management Inc | 289,379 | $11.7M | 0.04% | −16,359−5.4% | Reduced |
| Callodine Capital Management, LP | 295,000 | $11.9M | 3.13% | +95,000+47.5% | Added |
| Oregon Public Employees Retirement Fund | 299,288 | $12.1M | 0.21% | −107,682−26.5% | Reduced |
| D.A. Davidson & Co. | 304,508 | $12.3M | 0.12% | +10,107+3.4% | Added |
| IFM Investors Pty Ltd | 304,525 | $12.3M | 0.15% | −2,153−0.7% | Reduced |
| Czech National Bank | 309,768 | $12.5M | 0.18% | −397−0.1% | Reduced |
| Utah Retirement Systems | 309,907 | $12.5M | 0.16% | +2,600+0.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 311,070 | $12.5M | 0.13% | −19,229−5.8% | Reduced |
| Jane Street Group, LLC | 312,682 | $12.6M | 0.02% | −250,951−44.5% | Reduced |
| Hikari Tsushin, Inc. | 313,924 | $12.7M | 1.16% | −64,920−17.1% | Reduced |
| Cerity Partners LLC | 312,394 | $12.7M | 0.04% | +76,237+32.3% | Added |