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; 2,575 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
- 1,891
- +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
- 597 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| Atlantic Edge Private Wealth Management, LLC | 583 | $23.5K | 0.01% | +583 | New |
| Pacific Capital Wealth Advisors, Inc | 597 | $24.1K | 0.01% | +597 | New |
| Ritter Daniher Financial Advisory LLC | 600 | $24.2K | 0.01% | −900−60.0% | Reduced |
| Northwest Bank & Trust Co | 600 | $24.2K | 0.02% | +600 | New |
| IAG Wealth Partners, LLC | 601 | $24.3K | 0.01% | +160+36.3% | Added |
| Pacifica Partners Inc. | 578 | $24.6K | 0.01% | +7+1.2% | Added |
| Altshuler Shaham Ltd | 616 | $24.8K | 0.00% | −7−1.1% | Reduced |
| Nemes Rush Group LLC | 642 | $25.9K | 0.00% | +6+0.9% | Added |
| AllSquare Wealth Management LLC | 645 | $26.0K | 0.02% | −56−8.0% | Reduced |
| Ruedi Wealth Management, Inc. | 650 | $26.2K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 665 | $26.8K | 0.01% | +665 | New |
| Criterion Capital Advisors, LLC | 681 | $27.5K | 0.02% | +681 | New |
| Bray Capital Advisors | 695 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 703 | $28.4K | 0.01% | +703 | New |
| ZRC Wealth Management, LLC | 677 | $28.5K | 0.02% | +273+67.6% | Added |
| Tortoise Investment Management, LLC | 709 | $28.6K | 0.00% | −151−17.6% | Reduced |
| Able Wealth Management LLC | 737 | $29.7K | 0.03% | +737 | New |
| DAGCO, Inc. | 741 | $29.9K | 0.03% | +741 | New |
| Dynamic Wealth Strategies, LLC | 741 | $29.9K | 0.03% | +741 | New |
| Ulland Investment Advisors, LLC | 742 | $30.0K | 0.03% | −170−18.6% | Reduced |
| Zions Bancorporation, N.A. | 745 | $30.1K | 0.00% | +10+1.4% | Added |
| Iron Horse Wealth Management, LLC | 759 | $30.6K | 0.01% | +15+2.0% | Added |
| PSI Advisors, LLC | 760 | $30.7K | 0.01% | +165+27.7% | Added |
| Covestor Ltd | 785 | $32.0K | 0.02% | +3+0.4% | Added |
| Intelligent Financial Strategies | 800 | $33.1K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 850 | $34.3K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 856 | $34.5K | 0.01% | +19+2.3% | Added |
| Louisbourg Investments Inc. | 860 | $34.7K | 0.01% | +860 | New |
| Wolff Wiese Magana LLC | 873 | $35.2K | 0.03% | −196−18.3% | Reduced |
| Newton One Investments LLC | 902 | $36.4K | 0.02% | +20+2.3% | Added |
| Tower View Investment Management & Research LLC | 928 | $37.0K | 0.02% | +13+1.4% | Added |
| Founders Capital Management | 934 | $37.7K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 938 | $37.9K | 0.00% | −114−10.8% | Reduced |
| Private Wealth Management Group, LLC | 946 | $38.2K | 0.02% | +946 | New |
| Bruce G. Allen Investments, LLC | 955 | $38.5K | 0.04% | +955 | New |
| Islay Capital Management, LLC | 960 | $38.7K | 0.03% | +118+14.0% | Added |
| SOA Wealth Advisors, LLC. | 964 | $38.9K | 0.01% | +10+1.0% | Added |
| Providence Capital Advisors, LLC | 966 | $39.0K | 0.01% | +5+0.5% | Added |
| True Wealth Design, LLC | 985 | $39.7K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 988 | $39.9K | 0.01% | −38−3.7% | Reduced |
| Advantage Trust Co | 1,000 | $40.3K | 0.03% | +1,000 | New |
| Pingora Partners LLC | 1,000 | $40.3K | 0.04% | +1,000 | New |
| Proffitt & Goodson Inc | 1,008 | $40.7K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,068 | $43.1K | 0.01% | +1,068 | New |
| Scarborough Advisors, LLC | 1,083 | $43.7K | 0.01% | +1,083 | New |
| Core Alternative Capital | 1,085 | $43.8K | 0.01% | −75−6.5% | Reduced |
| Glen Eagle Advisors, LLC | 1,092 | $44.1K | 0.01% | −25−2.2% | Reduced |
| Global Trust Asset Management, LLC | 1,114 | $44.9K | 0.02% | −250−18.3% | Reduced |
| Boyd Watterson Asset Management LLC | 1,142 | $46.1K | 0.02% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,096 | $46.1K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,148 | $46.3K | 0.02% | +723+170.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,154 | $46.6K | 0.02% | +1,154 | New |
| First PREMIER Bank | 1,190 | $48.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,197 | $48.3K | 0.02% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,169 | $48.3K | 0.04% | +1,169 | New |
| Stephenson National Bank & Trust | 1,200 | $48.4K | 0.02% | 00.0% | Unchanged |
| Bleichroeder LP | 1,200 | $48.4K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,180 | $48.9K | 0.02% | −34−2.8% | Reduced |
| West Branch Capital LLC | 1,215 | $49.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,220 | $49.2K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 1,241 | $50.1K | 0.04% | +47+3.9% | Added |
| Birchbrook, Inc. | 1,250 | $50.4K | 0.03% | +1,250 | New |
| Oliver Lagore Vanvalin Investment Group | 1,268 | $51.2K | 0.02% | 00.0% | Unchanged |
| LM Advisors LLC | 1,288 | $52.0K | 0.01% | +1,288 | New |
| First Community Trust NA | 1,300 | $52.4K | 0.06% | −30−2.3% | Reduced |
| Costello Asset Management, INC | 1,300 | $52.4K | 0.04% | 00.0% | Unchanged |
| Granite FO LLC | 1,302 | $52.5K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,321 | $53.3K | 0.01% | −123−8.5% | Reduced |
| Canton Hathaway, LLC | 1,340 | $54.0K | 0.02% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 1,364 | $54.7K | 0.04% | +1,364 | New |
| Tacita Capital Inc | 1,360 | $54.9K | 0.04% | −430−24.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 1,370 | $55.3K | 0.05% | +750+121.0% | Added |
| Stone House Investment Management, LLC | 1,395 | $56.3K | 0.02% | +32+2.3% | Added |
| Quent Capital, LLC | 1,405 | $56.7K | 0.01% | +328+30.5% | Added |
| Fortis Group Advisors, LLC | 1,410 | $56.9K | 0.01% | +705+100.0% | Added |
| Sawyer & Company, Inc | 1,424 | $57.0K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,417 | $58.0K | 0.02% | +64+4.7% | Added |
| Timber Creek Capital Management LLC | 1,440 | $58.1K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,447 | $58.4K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,460 | $58.9K | 0.01% | −55−3.6% | Reduced |
| Thompson Investment Management, Inc. | 1,464 | $59.1K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,477 | $60.0K | 0.05% | +275+22.9% | Added |
| S.A. Mason LLC | 1,500 | $60.5K | 0.04% | −150−9.1% | Reduced |
| Versant Capital Management, Inc | 1,508 | $60.8K | 0.02% | +64+4.4% | Added |
| Horizon Bancorp Inc | 1,512 | $61.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,522 | $61.4K | 0.02% | +449+41.8% | Added |
| Castleview Partners, LLC | 1,525 | $61.5K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,529 | $61.7K | 0.05% | +1,529 | New |
| Colonial Trust Advisors | 1,563 | $63.1K | 0.01% | −2,493−61.5% | Reduced |
| New England Capital Financial Advisors LLC | 1,574 | $63.5K | 0.04% | +34+2.2% | Added |
| Quintet Private Bank (Europe) S.A. | 1,580 | $63.7K | 0.00% | −14,617−90.2% | Reduced |
| Rockbridge Investment Management, LCC | 1,598 | $64.5K | 0.01% | +1,598 | New |
| BKM Wealth Management, LLC | 1,602 | $64.6K | 0.03% | +1,602 | New |
| AJOVista, LLC | 1,642 | $66.2K | 0.08% | +1,642 | New |
| EntryPoint Capital, LLC | 1,653 | $66.7K | 0.06% | +1,653 | New |
| Sittner & Nelson, LLC | 1,665 | $67.2K | 0.04% | −1,109−40.0% | Reduced |
| Hoese & Co LLP | 1,600 | $67.3K | 0.07% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,732 | $69.9K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,743 | $70.3K | 0.03% | +143+8.9% | Added |
| Cranbrook Wealth Management, LLC | 1,745 | $70.4K | 0.02% | −2,139−55.1% | Reduced |