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 |
|---|---|---|---|---|---|
| Connable Office Inc | 5,746 | $231.8K | 0.03% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,751 | $232.0K | 0.04% | +424+8.0% | Added |
| Kornitzer Capital Management Inc | 5,752 | $232.0K | 0.00% | −59−1.0% | Reduced |
| Manchester Financial Inc | 5,760 | $232.4K | 0.06% | −2,326−28.8% | Reduced |
| ZWJ Investment Counsel Inc | 5,775 | $233.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,801 | $233.1K | 0.00% | +10.0% | Added |
| Aberdeen Wealth Management LLC | 5,785 | $233.4K | 0.17% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 5,788 | $233.5K | 0.33% | −106−1.8% | Reduced |
| TD Private Client Wealth LLC | 5,788 | $233.5K | 0.01% | +940+19.4% | Added |
| Cowa, LLC | 5,797 | $233.9K | 0.15% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 5,800 | $234.0K | 0.00% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 5,836 | $235.4K | 0.05% | +351+6.4% | Added |
| CRA Financial Services, LLC | 5,839 | $235.5K | 0.06% | +31+0.5% | Added |
| MBL Wealth, LLC | 5,840 | $235.6K | 0.03% | +116+2.0% | Added |
| 1st Source Bank | 5,842 | $235.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5,605 | $235.7K | 0.07% | −1,635−22.6% | Reduced |
| Trustco Bank Corp N Y | 5,847 | $235.9K | 0.25% | 00.0% | Unchanged |
| Truepoint, Inc. | 5,854 | $236.1K | 0.01% | −708−10.8% | Reduced |
| First Citizens Bank & Trust Co | 5,856 | $236.2K | 0.00% | +630+12.1% | Added |
| Princeton Global Asset Management LLC | 5,861 | $236.4K | 0.06% | −500−7.9% | Reduced |
| Fort, L.P. | 5,863 | $236.5K | 0.58% | −51−0.9% | Reduced |
| Barlow Wealth Partners, Inc. | 5,874 | $237.0K | 0.03% | +5,874 | New |
| First United Bank Trust | 5,886 | $237.4K | 0.09% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 5,750 | $237.6K | 0.05% | +5,750 | New |
| Trustmark National Bank Trust Department | 5,904 | $238.2K | 0.02% | −2,580−30.4% | Reduced |
| Gratus Wealth Advisors, LLC | 5,905 | $238.2K | 0.05% | +5,905 | New |
| Summit X, LLC | 5,914 | $238.6K | 0.07% | −482−7.5% | Reduced |
| Arrow Financial Corp | 5,922 | $238.9K | 0.02% | −50−0.8% | Reduced |
| Beck Mack & Oliver LLC | 5,928 | $239.1K | 0.01% | −175−2.9% | Reduced |
| Affinity Capital Advisors, LLC | 5,969 | $240.8K | 0.06% | +398+7.1% | Added |
| Donaldson Capital Management, LLC | 5,974 | $241.0K | 0.01% | −268−4.3% | Reduced |
| Towerpoint Wealth, LLC | 5,998 | $241.9K | 0.13% | +38+0.6% | Added |
| ADAR1 Capital Management, LLC | 6,000 | $242.0K | 0.11% | +6,000 | New |
| Chiron Capital Management, LLC | 6,001 | $242.1K | 0.21% | −100−1.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,002 | $242.1K | 0.02% | −2,516−29.5% | Reduced |
| Allen Capital Group, LLC | 6,011 | $242.5K | 0.04% | +10+0.2% | Added |
| MV Capital Management, Inc. | 6,028 | $243.2K | 0.03% | +315+5.5% | Added |
| Baxter Bros Inc | 6,030 | $243.3K | 0.03% | −438−6.8% | Reduced |
| Center for Financial Planning, Inc. | 6,034 | $243.4K | 0.04% | 00.0% | Unchanged |
| JSF Financial, LLC | 6,056 | $244.3K | 0.08% | +22+0.4% | Added |
| Hemenway Trust Co LLC | 6,065 | $244.7K | 0.02% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 6,079 | $245.0K | 0.09% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 6,075 | $245.1K | 0.14% | 00.0% | Unchanged |
| Defender Capital, LLC. | 6,086 | $245.5K | 0.09% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 6,088 | $245.6K | 0.09% | +7+0.1% | Added |
| Carson Advisory Inc. | 6,089 | $245.6K | 0.19% | −1,049−14.7% | Reduced |
| Silvant Capital Management LLC | 5,966 | $246.5K | 0.01% | 00.0% | Unchanged |
| Accuvest Global Advisors | 6,116 | $246.7K | 0.26% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 6,117 | $246.8K | 0.01% | −208−3.3% | Reduced |
| Keeley-Teton Advisors, LLC | 6,120 | $246.9K | 0.03% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 6,133 | $247.4K | 0.12% | +326+5.6% | Added |
| Buckingham Strategic Partners | 6,138 | $247.6K | 0.01% | −6,256−50.5% | Reduced |
| Augustine Asset Management Inc | 6,143 | $247.8K | 0.11% | −11−0.2% | Reduced |
| Van Hulzen Asset Management, LLC | 6,145 | $248.0K | 0.02% | −900−12.8% | Reduced |
| Apeiron RIA LLC | 6,159 | $248.5K | 0.08% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,166 | $248.7K | 0.01% | +140+2.3% | Added |
| Charter Trust Co | 6,170 | $248.9K | 0.02% | +100+1.6% | Added |
| Triangle Securities Wealth Management | 6,188 | $249.6K | 0.08% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 6,198 | $250.0K | 0.07% | −442−6.7% | Reduced |
| Gratus Capital LLC | 6,206 | $250.3K | 0.01% | +141+2.3% | Added |
| Marble Harbor Investment Counsel, LLC | 6,246 | $252.0K | 0.03% | −2,000−24.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,247 | $252.0K | 0.15% | +851+15.8% | Added |
| Tritonpoint Wealth, LLC | 6,104 | $252.1K | 0.02% | +6,104 | New |
| Consolidated Planning Corp | 6,273 | $253.0K | 0.05% | −8,293−56.9% | Reduced |
| Driehaus Capital Management LLC | 6,280 | $253.3K | 0.00% | +6,280 | New |
| Frisch Financial Group, Inc. | 6,294 | $254.0K | 0.10% | −2,597−29.2% | Reduced |
| Tompkins Financial Corp | 6,298 | $254.1K | 0.03% | −354−5.3% | Reduced |
| 9258 Wealth Management, LLC | 6,300 | $254.1K | 0.04% | +953+17.8% | Added |
| Almanack Investment Partners, LLC. | 6,314 | $254.7K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 6,318 | $254.9K | 0.00% | −1,168−15.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,329 | $255.3K | 0.05% | +404+6.8% | Added |
| Robertson Stephens Wealth Management, LLC | 6,185 | $255.6K | 0.02% | +1,421+29.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,346 | $256.0K | 0.12% | −268−4.1% | Reduced |
| Clarus Group, Inc. | 6,349 | $256.1K | 0.19% | −42−0.7% | Reduced |
| Vicus Capital | 6,382 | $257.4K | 0.03% | −529−7.7% | Reduced |
| River Street Advisors LLC | 6,394 | $257.9K | 0.21% | 00.0% | Unchanged |
| Arden Trust Co | 6,402 | $258.3K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6,430 | $259.4K | 0.03% | +180+2.9% | Added |
| Concorde Asset Management, LLC | 6,431 | $259.4K | 0.18% | +66+1.0% | Added |
| Chicago Trust Co NA | 6,442 | $259.9K | 0.06% | −11,769−64.6% | Reduced |
| Jones Financial Companies LLLP | 6,453 | $260.3K | 0.00% | +811+14.4% | Added |
| CAP Partners, LLC | 6,459 | $260.5K | 0.26% | +6,459 | New |
| First County Bank | 6,465 | $260.8K | 0.13% | −25−0.4% | Reduced |
| Main Street Group, LTD | 6,466 | $260.8K | 0.09% | +6,466 | New |
| West Bancorporation Inc | 6,468 | $260.9K | 0.17% | −124−1.9% | Reduced |
| Prairiewood Capital, LLC | 6,490 | $261.8K | 0.14% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,497 | $262.1K | 0.11% | 00.0% | Unchanged |
| PFG Advisors | 6,498 | $262.1K | 0.02% | +68+1.1% | Added |
| Wambolt & Associates, LLC | 6,498 | $262.1K | 0.09% | −560−7.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $262.2K | 0.09% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 6,500 | $262.2K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6,511 | $263.0K | 0.04% | −169−2.5% | Reduced |
| King Wealth | 6,522 | $263.0K | 0.05% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 6,542 | $263.9K | 0.02% | +219+3.5% | Added |
| Tandem Investment Advisors, Inc. | 6,555 | $264.0K | 0.01% | +45+0.7% | Added |
| Truvestments Capital LLC | 6,555 | $264.4K | 0.12% | −738−10.1% | Reduced |
| Zullo Investment Group, Inc. | 6,559 | $264.6K | 0.14% | +264+4.2% | Added |
| Pacitti Group Inc. | 6,503 | $264.6K | 0.16% | +51+0.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,575 | $265.2K | 0.12% | −835−11.3% | Reduced |
| Callahan Advisors, LLC | 6,575 | $265.2K | 0.03% | −1,737−20.9% | Reduced |