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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 4,363 | $176.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,374 | $176.5K | 0.01% | −225−4.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,438 | $179.1K | 0.11% | +196+4.6% | Added |
| EverSource Wealth Advisors, LLC | 4,476 | $180.6K | 0.02% | −16−0.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,485 | $181.0K | 0.00% | −258−5.4% | Reduced |
| Atwood & Palmer Inc | 4,808 | $194.0K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4,815 | $194.2K | 0.17% | +4,815 | New |
| Mechanics Financial Corp | 4,915 | $198.3K | 0.11% | −1,878−27.6% | Reduced |
| AXS Investments LLC | 4,917 | $198.4K | 0.05% | −37−0.7% | Reduced |
| State of Wyoming | 4,921 | $198.5K | 0.04% | −1,286−20.7% | Reduced |
| City Holding Co | 4,963 | $200.2K | 0.03% | −900−15.4% | Reduced |
| Barry Investment Advisors, LLC | 4,848 | $200.3K | 0.07% | +50+1.0% | Added |
| Cardiff Park Advisors, LLC | 4,975 | $200.7K | 0.02% | −196−3.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,798 | $200.8K | 0.13% | +4,798 | New |
| Calton & Associates, Inc. | 4,979 | $200.8K | 0.08% | −548−9.9% | Reduced |
| WealthTrust Axiom LLC | 4,979 | $200.9K | 0.07% | +31+0.6% | Added |
| Ci Investments Inc. | 4,981 | $201.0K | 0.00% | −51,581−91.2% | Reduced |
| Vestor Capital, LLC | 4,994 | $201.0K | 0.02% | −239−4.6% | Reduced |
| Benjamin Edwards Inc | 4,971 | $201.0K | 0.04% | −162−3.2% | Reduced |
| Greenhouse Wealth Management, LLC | 4,992 | $201.4K | 0.16% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,995 | $201.5K | 0.03% | −451−8.3% | Reduced |
| Alta Advisers Ltd | 5,000 | $201.7K | 0.11% | 00.0% | Unchanged |
| Forthright Family Wealth Advisory LLC | 5,000 | $201.7K | 0.16% | +5,000 | New |
| Vantage Financial Partners, LLC | 5,028 | $202.8K | 0.06% | +5,028 | New |
| Mairs & Power Inc | 5,040 | $203.3K | 0.00% | +3+0.1% | Added |
| Prostatis Group LLC | 5,045 | $203.5K | 0.09% | −15−0.3% | Reduced |
| Smithfield Trust Co | 5,110 | $204.0K | 0.01% | −700−12.0% | Reduced |
| Rockland Trust Co | 5,064 | $204.3K | 0.01% | −3,106−38.0% | Reduced |
| Proficio Capital Partners LLC | 5,081 | $205.0K | 0.03% | −365−6.7% | Reduced |
| GFS Advisors, LLC | 5,092 | $205.0K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 5,084 | $205.1K | 0.07% | −49−1.0% | Reduced |
| Journey Advisory Group, LLC | 5,087 | $205.2K | 0.03% | −250−4.7% | Reduced |
| Nicolet Bankshares Inc | 5,110 | $206.1K | 0.06% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 5,111 | $206.2K | 0.14% | +5,111 | New |
| Toth Financial Advisory Corp | 5,124 | $206.7K | 0.03% | −984−16.1% | Reduced |
| Gradient Investments LLC | 5,126 | $206.8K | 0.00% | −83−1.6% | Reduced |
| Capital Investment Counsel, Inc | 5,127 | $206.8K | 0.04% | +243+5.0% | Added |
| ISAM Funds (UK) Ltd | 5,141 | $207.4K | 0.15% | +5,141 | New |
| TrueWealth Advisors, LLC | 5,143 | $207.5K | 0.08% | +5+0.1% | Added |
| J. L. Bainbridge & Co., Inc. | 5,145 | $207.6K | 0.03% | +124+2.5% | Added |
| Wealthquest Corp | 5,148 | $207.7K | 0.02% | +48+0.9% | Added |
| WealthShield Partners, LLC | 5,060 | $209.1K | 0.03% | −268−5.0% | Reduced |
| Institute for Wealth Management, LLC. | 5,191 | $209.4K | 0.03% | +155+3.1% | Added |
| Curi Capital | 5,212 | $210.2K | 0.03% | +264+5.3% | Added |
| Allstate Corp | 5,219 | $210.5K | 0.01% | −832−13.7% | Reduced |
| Northstar Group, Inc. | 5,230 | $211.0K | 0.05% | −204−3.8% | Reduced |
| N.E.W. Advisory Services LLC | 5,236 | $211.2K | 0.03% | −1,521−22.5% | Reduced |
| May Barnhard Investments LLC | 5,244 | $211.6K | 0.11% | +5,244 | New |
| Callan Capital, LLC | 5,255 | $212.0K | 0.02% | +5,255 | New |
| Jag Capital Management, LLC | 5,257 | $212.1K | 0.03% | +312+6.3% | Added |
| Virtus Investment Advisers, Inc. | 5,260 | $212.2K | 0.16% | +5,260 | New |
| Atlas Private Wealth Management | 5,301 | $213.8K | 0.10% | +213+4.2% | Added |
| KCM Investment Advisors LLC | 5,338 | $215.3K | 0.01% | −225−4.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,341 | $215.5K | 0.07% | −91−1.7% | Reduced |
| Bluesphere Advisors, LLC | 5,344 | $215.6K | 0.13% | +71+1.3% | Added |
| 626 Financial, LLC | 5,355 | $216.0K | 0.14% | −100−1.8% | Reduced |
| MBA Advisors LLC | 5,363 | $216.3K | 0.12% | −1,000−15.7% | Reduced |
| Cubic Asset Management, LLC | 5,368 | $216.5K | 0.06% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 5,378 | $217.0K | 0.03% | −7,796−59.2% | Reduced |
| Gryphon Financial Partners LLC | 5,188 | $217.1K | 0.04% | +5,188 | New |
| Birch Hill Investment Advisors LLC | 5,400 | $217.8K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,402 | $217.9K | 0.01% | −5,101−48.6% | Reduced |
| Harbor Investment Advisory, LLC | 5,428 | $219.0K | 0.03% | 00.0% | Unchanged |
| Day & Ennis, LLC | 5,431 | $219.1K | 0.08% | +78+1.5% | Added |
| Fairfield, Bush & Co. | 5,440 | $219.4K | 0.13% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 5,440 | $219.4K | 0.10% | +5,440 | New |
| Schechter Investment Advisors, LLC | 5,442 | $219.5K | 0.02% | −2,745−33.5% | Reduced |
| West Coast Financial LLC | 5,450 | $219.9K | 0.03% | +5,450 | New |
| Ingalls & Snyder LLC | 5,450 | $220.0K | 0.01% | −10.0% | Reduced |
| Webster Bank, N. A. | 5,463 | $220.4K | 0.03% | −346−6.0% | Reduced |
| Royal Fund Management, LLC | 5,464 | $220.5K | 0.03% | +401+7.9% | Added |
| Bremer Bank National Association | 5,471 | $220.7K | 0.04% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,489 | $221.4K | 0.01% | +17+0.3% | Added |
| DT Investment Partners, LLC | 5,496 | $222.4K | 0.02% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 5,513 | $222.4K | 0.32% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,518 | $222.6K | 0.02% | +213+4.0% | Added |
| Executive Wealth Management, LLC | 5,523 | $222.8K | 0.02% | +431+8.5% | Added |
| HTLF Bank | 5,528 | $223.0K | 0.03% | +5,528 | New |
| HC Advisors, LLC | 5,543 | $223.6K | 0.13% | +575+11.6% | Added |
| Atomi Financial Group, Inc. | 5,554 | $224.0K | 0.03% | −3,159−36.3% | Reduced |
| Sage Investment Advisers LLC | 5,569 | $224.7K | 0.27% | +5,569 | New |
| B. Metzler seel. Sohn & Co. AG | 5,571 | $224.7K | 0.00% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 5,571 | $224.7K | 0.14% | −19,724−78.0% | Reduced |
| Requisite Capital Management, LLC | 5,440 | $224.8K | 0.06% | −1,813−25.0% | Reduced |
| Guyasuta Investment Advisors Inc | 5,573 | $224.8K | 0.02% | −925−14.2% | Reduced |
| Great Waters Wealth Management | 5,437 | $225.1K | 0.04% | +10.0% | Added |
| First Heartland Consultants, Inc. | 5,605 | $226.0K | 0.03% | −3,049−35.2% | Reduced |
| Univest Financial Corp | 5,630 | $227.1K | 0.07% | +300+5.6% | Added |
| Bienville Capital Management, LLC | 5,500 | $227.3K | 0.07% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 5,650 | $227.9K | 0.09% | −300−5.0% | Reduced |
| Steele Capital Management, Inc. | 5,653 | $228.1K | 0.01% | +5,653 | New |
| American Institute for Advanced Investment Management, LLP | 5,660 | $228.3K | 0.20% | 00.0% | Unchanged |
| Keystone Financial Group | 5,684 | $229.3K | 0.04% | −1,130−16.6% | Reduced |
| Ervin Investment Management, LLC | 5,700 | $229.9K | 0.18% | −100−1.7% | Reduced |
| Strategic Financial Concepts, LLC | 5,709 | $230.3K | 0.14% | −3,802−40.0% | Reduced |
| Axim Planning & Wealth | 5,711 | $230.4K | 0.21% | −1,010−15.0% | Reduced |
| Retirement Group, LLC | 5,711 | $230.4K | 0.09% | −861−13.1% | Reduced |
| Midwest Financial Group LLC | 5,725 | $231.0K | 0.17% | −1,000−14.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,736 | $231.4K | 0.02% | −569−9.0% | Reduced |
| Claro Advisors LLC | 5,736 | $231.4K | 0.05% | −4,208−42.3% | Reduced |