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 |
|---|---|---|---|---|---|
| Lifeworks Advisors, LLC | 6,584 | $265.6K | 0.09% | −3,346−33.7% | Reduced |
| GeoWealth Management, LLC | 6,605 | $266.0K | 0.02% | +6,549+11,694.6% | Added |
| Peregrine Asset Advisers, Inc. | 6,595 | $266.0K | 0.13% | −150−2.2% | Reduced |
| WealthPlan Investment Management, LLC | 6,600 | $266.2K | 0.04% | −4,650−41.3% | Reduced |
| TSFG, LLC | 6,623 | $267.0K | 0.08% | −131−1.9% | Reduced |
| Summit Financial, LLC | 6,479 | $267.7K | 0.02% | −40−0.6% | Reduced |
| Ballentine Partners, LLC | 6,643 | $268.0K | 0.01% | −7,762−53.9% | Reduced |
| Roundview Capital LLC | 6,646 | $268.1K | 0.02% | −20,034−75.1% | Reduced |
| Financial Advocates Investment Management | 6,648 | $268.2K | 0.02% | −489−6.9% | Reduced |
| Pinnacle Bancorp, Inc. | 6,659 | $268.6K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6,664 | $268.8K | 0.03% | −341−4.9% | Reduced |
| Byrne Asset Management LLC | – | $271.4K | 0.21% | – | – |
| RFP Financial Group LLC | 6,732 | $271.6K | 0.11% | +155+2.4% | Added |
| Eudaimonia Advisors LLC | 6,744 | $272.0K | 0.18% | −2,983−30.7% | Reduced |
| Mayfair Advisory Group, LLC | 6,548 | $272.3K | 0.23% | −1,252−16.1% | Reduced |
| Concord Wealth Partners | 6,752 | $272.4K | 0.05% | −4,460−39.8% | Reduced |
| Abbrea Capital, LLC | 6,608 | $273.0K | 0.04% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6,775 | $273.3K | 0.04% | +173+2.6% | Added |
| Wells Trecaso Financial Group, LLC | 6,787 | $273.8K | 0.11% | 00.0% | Unchanged |
| Wendell David Associates Inc | 6,800 | $274.0K | 0.03% | 00.0% | Unchanged |
| RS Crum Inc. | 6,805 | $274.5K | 0.08% | −700−9.3% | Reduced |
| Yarger Wealth Strategies, LLC | 6,825 | $275.3K | 0.22% | +152+2.3% | Added |
| First Financial Bank - Trust Division | 6,832 | $275.6K | 0.03% | −67−1.0% | Reduced |
| Ted Buchan & Co | 6,856 | $276.6K | 0.20% | −1,354−16.5% | Reduced |
| Krane Funds Advisors LLC | 6,860 | $276.7K | 0.01% | −5,642−45.1% | Reduced |
| Rodgers Brothers Inc. | 6,860 | $276.7K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 6,882 | $277.6K | 0.19% | +1,032+17.6% | Added |
| Wade G W & Inc | 6,901 | $278.0K | 0.01% | +4+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 6,893 | $278.1K | 0.14% | +29+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,902 | $278.4K | 0.01% | −4−0.1% | Reduced |
| Platform Technology Partners | 6,883 | $279.1K | 0.11% | +1,625+30.9% | Added |
| Ellis Investment Partners, LLC | 6,925 | $279.4K | 0.06% | +98+1.4% | Added |
| Syon Capital LLC | 6,930 | $279.6K | 0.03% | −1,557−18.3% | Reduced |
| Sax Wealth Advisors, LLC | 6,932 | $279.6K | 0.05% | −5,956−46.2% | Reduced |
| APCM Wealth Management for Individuals | 6,949 | $280.3K | 0.05% | +6,949 | New |
| Summit Wealth Partners, LLC | 6,982 | $281.6K | 0.07% | +27+0.4% | Added |
| Silver Coast Investments LLC | 6,989 | $281.9K | 0.13% | +6,989 | New |
| Tocqueville Asset Management L.P. | 7,069 | $285.2K | 0.01% | −2,750−28.0% | Reduced |
| Wellington Wealth Strategies, LLC. | 7,080 | $285.6K | 0.25% | +7,080 | New |
| Community Trust & Investment Co | 7,130 | $287.6K | 0.02% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 7,163 | $289.0K | 0.17% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 7,164 | $289.0K | 0.01% | −166−2.3% | Reduced |
| D. Scott Neal, Inc. | 7,000 | $289.2K | 0.26% | 00.0% | Unchanged |
| Advisor OS, LLC | 7,197 | $290.3K | 0.04% | +624+9.5% | Added |
| HHM Wealth Advisors, LLC | 7,198 | $290.4K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 7,201 | $290.5K | 0.13% | −404−5.3% | Reduced |
| Pure Financial Advisors, Inc. | 7,226 | $291.5K | 0.01% | +327+4.7% | Added |
| Centerpoint Advisors, LLC | 7,245 | $292.0K | 0.11% | −582−7.4% | Reduced |
| Delta Investment Management, LLC | 7,250 | $292.5K | 0.07% | −12−0.2% | Reduced |
| Equitable Trust Co | 7,267 | $293.2K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 7,269 | $293.2K | 0.04% | +7,269 | New |
| Gries Financial LLC | 7,272 | $293.4K | 0.06% | +646+9.7% | Added |
| Taylor Financial Group, Inc. | 7,289 | $294.0K | 0.24% | +7,289 | New |
| First Financial Corp | 7,297 | $294.4K | 0.15% | +35+0.5% | Added |
| LJI Wealth Management, LLC | 7,300 | $294.5K | 0.08% | +1,900+35.2% | Added |
| Premier Path Wealth Partners, LLC | 7,301 | $294.5K | 0.07% | +7,301 | New |
| Whalerock Point Partners, LLC | 7,302 | $294.6K | 0.09% | −70−0.9% | Reduced |
| Hills Bank & Trust Co | 7,303 | $294.6K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 7,131 | $294.7K | 0.02% | −300−4.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,332 | $295.8K | 0.06% | +262+3.7% | Added |
| Human Investing LLC | 7,363 | $297.0K | 0.06% | −2,223−23.2% | Reduced |
| Holland Advisory Services, Inc. | 7,368 | $297.2K | 0.34% | +168+2.3% | Added |
| Smith Anglin Financial, LLC | 7,375 | $297.5K | 0.03% | +832+12.7% | Added |
| Opal Wealth Advisors, LLC | 7,379 | $297.7K | 0.12% | −143−1.9% | Reduced |
| Creative Financial Designs Inc | 7,379 | $297.7K | 0.03% | +293+4.1% | Added |
| Lane & Associates LLC | 7,422 | $299.4K | 0.22% | −611−7.6% | Reduced |
| Fidelis Capital Partners, LLC | 7,442 | $300.2K | 0.07% | +2,527+51.4% | Added |
| Blue Chip Partners, Inc. | 7,492 | $302.2K | 0.03% | −4,888−39.5% | Reduced |
| Wealth Quarterback LLC | 7,527 | $303.6K | 0.19% | −543−6.7% | Reduced |
| Berger Financial Group, Inc | 7,537 | $304.1K | 0.03% | +52+0.7% | Added |
| TCI Wealth Advisors, Inc. | 7,554 | $304.7K | 0.03% | −1,395−15.6% | Reduced |
| Grandfield & Dodd, LLC | 7,603 | $306.7K | 0.02% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 7,616 | $307.2K | 0.04% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 7,658 | $308.9K | 0.11% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,702 | $309.8K | 0.08% | +51+0.7% | Added |
| Prossimo Advisors, LLC | 7,678 | $310.0K | 0.66% | −320−4.0% | Reduced |
| Plan Group Financial, LLC | 7,734 | $312.0K | 0.27% | +586+8.2% | Added |
| Stablepoint Partners, LLC | 7,802 | $314.7K | 0.08% | +7,802 | New |
| Harvey Investment Co LLC | 7,833 | $316.0K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 7,857 | $317.0K | 0.17% | +190+2.5% | Added |
| EHP Funds Inc. | 7,900 | $318.7K | 0.16% | +200+2.6% | Added |
| Cypress Wealth Services, LLC | 7,919 | $319.5K | 0.08% | −505−6.0% | Reduced |
| Brevan Howard Capital Management LP | 7,944 | $320.5K | 0.03% | +7,944 | New |
| Azimuth Capital Investment Management LLC | 7,950 | $320.7K | 0.01% | 00.0% | Unchanged |
| SP Asset Management LLC | 7,965 | $321.3K | 0.03% | +173+2.2% | Added |
| Old Second National Bank of Aurora | 7,969 | $321.5K | 0.09% | −40−0.5% | Reduced |
| Colonial Trust Co | 7,976 | $321.8K | 0.07% | +1,126+16.4% | Added |
| Sentry LLC | 7,987 | $322.2K | 0.07% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 7,972 | $322.4K | 0.03% | −184−2.3% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,994 | $322.5K | 0.14% | +1,027+14.7% | Added |
| Reaves W H & Co Inc | 8,000 | $323.0K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 8,014 | $323.3K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,730 | $324.0K | 0.03% | −1,138−12.8% | Reduced |
| Voya Financial Advisors, Inc. | 8,064 | $324.0K | 0.04% | −1,101−12.0% | Reduced |
| CVA Family Office, LLC | 8,044 | $324.5K | 0.06% | +515+6.8% | Added |
| Woodard & Co Asset Management Group Inc | 8,057 | $325.0K | 0.09% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 8,071 | $325.6K | 0.10% | −2,761−25.5% | Reduced |
| Cohen Investment Advisors LLC | 8,085 | $326.1K | 0.24% | −882−9.8% | Reduced |
| Plancorp, LLC | 8,111 | $327.2K | 0.02% | −46−0.6% | Reduced |
| Private Wealth Partners, LLC | 8,130 | $328.0K | 0.03% | 00.0% | Unchanged |