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 |
|---|---|---|---|---|---|
| Wetzel Investment Advisors, Inc. | 1,771 | $71.0K | 0.04% | +1,771 | New |
| Basso Capital Management, L.P. | 1,814 | $73.2K | 0.08% | −1,916−51.4% | Reduced |
| United Community Bank | 1,843 | $74.3K | 0.03% | +1,843 | New |
| Albion Financial Group | 1,856 | $74.9K | 0.01% | +10+0.5% | Added |
| REAP Financial Group, LLC | 1,858 | $74.9K | 0.02% | +1,858 | New |
| Point72 Europe (London) LLP | 1,860 | $75.0K | 0.01% | +1,860 | New |
| Atticus Wealth Management, LLC | 1,870 | $75.4K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,890 | $76.2K | 0.01% | +8+0.4% | Added |
| Glass Jacobson Investment Advisors llc | 1,907 | $76.9K | 0.03% | −39−2.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,918 | $77.0K | 0.05% | −2,201−53.4% | Reduced |
| BFSG, LLC | 1,915 | $77.3K | 0.01% | +1,915 | New |
| Motco | 1,935 | $78.1K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,986 | $80.0K | 0.18% | +1,986 | New |
| Game Plan Financial Advisors, LLC | 2,000 | $80.7K | 0.05% | +2,000 | New |
| Spectrum Wealth Counsel, LLC | 2,019 | $81.4K | 0.01% | +2,019 | New |
| Avion Wealth | 2,034 | $82.0K | 0.02% | −10−0.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,034 | $82.1K | 0.00% | +534+35.6% | Added |
| Kelly Financial Services LLC | 2,037 | $82.2K | 0.03% | +132+6.9% | Added |
| Sanctuary Wealth Management, L.L.C. | 2,055 | $82.9K | 0.08% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,100 | $84.7K | 0.03% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 2,162 | $87.2K | 0.08% | +2,162 | New |
| Burkett Financial Services, LLC | 2,227 | $89.8K | 0.05% | +2,227 | New |
| Highlander Capital Management, LLC | 2,237 | $90.2K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 2,267 | $91.5K | 0.02% | +2,267 | New |
| Norwood Financial Corp | 2,281 | $92.0K | 0.14% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,300 | $92.8K | 0.00% | −800−25.8% | Reduced |
| Quarry LP | 2,304 | $92.9K | 0.05% | +1,966+581.7% | Added |
| Bank of New Hampshire | 2,320 | $93.6K | 0.03% | −500−17.7% | Reduced |
| Pin Oak Investment Advisors Inc | 2,270 | $94.0K | 0.10% | 00.0% | Unchanged |
| Field & Main Bank | 2,400 | $96.8K | 0.04% | 00.0% | Unchanged |
| American National Bank | 2,418 | $97.5K | 0.02% | −219−8.3% | Reduced |
| Prestige Wealth Management Group LLC | 2,383 | $98.5K | 0.02% | +10+0.4% | Added |
| Addison Advisors LLC | 2,451 | $98.9K | 0.04% | −60−2.4% | Reduced |
| Park Place Capital Corp | 2,466 | $99.5K | 0.04% | +1,698+221.1% | Added |
| Roble, Belko & Company, Inc | 2,485 | $100.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,500 | $100.8K | 0.02% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 2,500 | $100.8K | 0.09% | +2,500 | New |
| RE Dickinson Investment Advisors, LLC | 2,520 | $102.0K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,556 | $103.1K | 0.01% | −17−0.7% | Reduced |
| GHP Investment Advisors, Inc. | 2,597 | $104.8K | 0.01% | −337−11.5% | Reduced |
| Planning Capital Management Corp | 2,608 | $105.2K | 0.08% | +2,608 | New |
| Sachetta, LLC | 2,572 | $106.2K | 0.05% | +2,572 | New |
| Atlas Capital Advisors LLC | 2,648 | $106.8K | 0.02% | −2,165−45.0% | Reduced |
| O'Dell Group, LLC | 2,664 | $107.5K | 0.03% | +2,664 | New |
| CNB Bank | 2,694 | $108.7K | 0.06% | −75−2.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 2,715 | $109.5K | 0.03% | −400−12.8% | Reduced |
| FSC Wealth Advisors, LLC | 2,719 | $109.7K | 0.08% | +477+21.3% | Added |
| Pittenger & Anderson Inc | 2,800 | $113.0K | 0.01% | +2,500+833.3% | Added |
| West Oak Capital, LLC | 2,740 | $113.0K | 0.05% | −100−3.5% | Reduced |
| Chilton Capital Management LLC | 2,853 | $115.1K | 0.01% | −42−1.5% | Reduced |
| Evermay Wealth Management LLC | 2,811 | $115.8K | 0.02% | −45−1.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,905 | $117.2K | 0.02% | −198−6.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,931 | $118.2K | 0.06% | −578−16.5% | Reduced |
| Cypress Capital Management LLC (WY) | 2,900 | $119.8K | 0.13% | 00.0% | Unchanged |
| Key Financial Inc | 2,998 | $120.9K | 0.03% | −968−24.4% | Reduced |
| Laurel Wealth Advisors LLC | 2,998 | $120.9K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $121.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,000 | $121.0K | 0.01% | +46+1.6% | Added |
| AlphaMark Advisors, LLC | 3,018 | $122.0K | 0.05% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,140 | $126.7K | 0.04% | +24+0.8% | Added |
| Tucker Asset Management LLC | 3,234 | $130.5K | 0.03% | +1,914+145.0% | Added |
| Capital Advisors, Ltd. LLC | 3,245 | $131.0K | 0.02% | −98−2.9% | Reduced |
| Eagle Bay Advisors LLC | 3,330 | $134.3K | 0.08% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,338 | $134.7K | 0.04% | +3,338 | New |
| First Command Advisory Services, Inc. | 3,340 | $134.7K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,345 | $134.9K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,399 | $137.1K | 0.01% | +668+24.5% | Added |
| M&R Capital Management Inc | 3,410 | $137.6K | 0.03% | −185−5.1% | Reduced |
| American Capital Advisory, LLC | 3,413 | $137.7K | 0.10% | +3,413 | New |
| Adirondack Trust Co | 3,379 | $138.2K | 0.06% | −194−5.4% | Reduced |
| Acima Private Wealth, LLC | 3,452 | $139.3K | 0.05% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,454 | $139.4K | 0.03% | +1,749+102.6% | Added |
| Resources Management Corp | 3,470 | $140.0K | 0.02% | −325−8.6% | Reduced |
| Indiana Trust & Investment Management CO | 3,473 | $140.1K | 0.06% | −2,275−39.6% | Reduced |
| MB, Levis & Associates, LLC | 3,515 | $141.8K | 0.08% | +55+1.6% | Added |
| Strategic Investment Solutions, Inc. | 3,515 | $141.8K | 0.02% | −116,931−97.1% | Reduced |
| Community Bank, N.A. | 3,537 | $142.7K | 0.02% | −824−18.9% | Reduced |
| Bellevue Asset Management, LLC | 3,538 | $142.7K | 0.13% | −254−6.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,550 | $143.0K | 0.07% | +300+9.2% | Added |
| Piscataqua Savings Bank | 3,547 | $143.1K | 0.13% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3,560 | $143.6K | 0.10% | −190−5.1% | Reduced |
| Dividend Assets Capital, LLC | 3,566 | $144.0K | 0.03% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 3,575 | $144.2K | 0.02% | +3,575 | New |
| Foster Dykema Cabot & Partners, LLC | 3,500 | $144.6K | 0.02% | +3,500 | New |
| LGT Financial Advisors LLC | 3,600 | $145.2K | 0.18% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,601 | $145.3K | 0.02% | +28+0.8% | Added |
| JJJ Advisors Inc. | 3,520 | $145.4K | 0.04% | +18+0.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,624 | $146.2K | 0.06% | −29−0.8% | Reduced |
| Union Savings Bank | 3,626 | $146.3K | 0.08% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,667 | $147.9K | 0.10% | +84+2.3% | Added |
| Sugarloaf Wealth Management, LLC | 3,734 | $150.6K | 0.04% | +4+0.1% | Added |
| Garde Capital, Inc. | 3,820 | $154.0K | 0.01% | −567−12.9% | Reduced |
| GW&K Investment Management, LLC | 3,998 | $161.0K | 0.00% | −296,154−98.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,094 | $165.2K | 0.04% | −463−10.2% | Reduced |
| Slocum, Gordon & Co LLP | 4,150 | $167.4K | 0.15% | +1,400+50.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 4,193 | $169.1K | 0.04% | −280−6.3% | Reduced |
| St Germain D J Co Inc | 4,199 | $169.4K | 0.01% | +385+10.1% | Added |
| Carolinas Wealth Consulting LLC | 40,711 | $169.8K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4,250 | $171.4K | 0.04% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 4,378 | $175.9K | 0.00% | +4,378 | New |