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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 8,147 | $328.6K | 0.04% | −47−0.6% | Reduced |
| Financial Perspectives, Inc | 8,148 | $328.7K | 0.13% | +20.0% | Added |
| Soltis Investment Advisors LLC | 8,152 | $328.8K | 0.04% | −1,546−15.9% | Reduced |
| Penserra Capital Management LLC | 8,184 | $329.0K | 0.01% | −1,751−17.6% | Reduced |
| GAMMA Investing LLC | 8,220 | $329.8K | 0.09% | +8,220 | New |
| Raleigh Capital Management Inc. | 8,179 | $330.0K | 0.15% | −187−2.2% | Reduced |
| Bristlecone Advisors, LLC | 8,183 | $330.1K | 0.03% | +1,946+31.2% | Added |
| Holderness Investments Co | 8,228 | $331.9K | 0.09% | −273−3.2% | Reduced |
| Cambridge Trust Co | 8,229 | $332.0K | 0.01% | −5,724−41.0% | Reduced |
| Crescent Grove Advisors, LLC | 8,079 | $332.6K | 0.04% | +8,079 | New |
| Astoria Portfolio Advisors LLC. | 8,214 | $333.5K | 0.14% | −7,589−48.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,269 | $333.6K | 0.04% | +1,954+30.9% | Added |
| Shulman DeMeo Asset Management LLC | 8,292 | $334.5K | 0.09% | −81−1.0% | Reduced |
| Midwest Heritage Bank, FSB | 8,322 | $335.7K | 0.23% | −486−5.5% | Reduced |
| D'Orazio & Associates, Inc. | 8,332 | $336.1K | 0.06% | −682−7.6% | Reduced |
| FourThought Financial Partners, LLC | 8,334 | $336.2K | 0.04% | −185−2.2% | Reduced |
| Cravens & Co Advisors, LLC | 8,336 | $336.3K | 0.29% | −1,522−15.4% | Reduced |
| Optimum Investment Advisors | 8,343 | $336.5K | 0.17% | −3,727−30.9% | Reduced |
| Smartleaf Asset Management LLC | 8,553 | $337.2K | 0.09% | +8,553 | New |
| Birmingham Capital Management Co Inc | 8,363 | $337.4K | 0.13% | −225−2.6% | Reduced |
| Perritt Capital Management Inc | 8,387 | $338.3K | 0.19% | −5,350−38.9% | Reduced |
| Monetary Management Group Inc | 8,400 | $338.9K | 0.11% | +3,000+55.6% | Added |
| Acorn Wealth Advisors, LLC | 8,439 | $340.4K | 0.20% | +100+1.2% | Added |
| San Luis Wealth Advisors LLC | 8,455 | $341.0K | 0.14% | 00.0% | Unchanged |
| Weiss Asset Management LP | 8,465 | $341.5K | 0.02% | +8,465 | New |
| Financial Advisors Network, Inc. | 8,478 | $342.0K | 0.07% | +3,601+73.8% | Added |
| Vantage Consulting Group Inc | 8,501 | $342.9K | 0.23% | +119+1.4% | Added |
| IFG Advisors, LLC | 8,525 | $343.9K | 0.10% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 8,540 | $344.5K | 0.03% | −504−5.6% | Reduced |
| Farmers Trust Co | 8,545 | $344.7K | 0.07% | −56−0.7% | Reduced |
| Telos Capital Management, Inc. | 8,570 | $345.7K | 0.04% | +8,570 | New |
| Journey Strategic Wealth LLC | 8,578 | $346.0K | 0.02% | +8,578 | New |
| Vivaldi Capital Management, LLC | 8,602 | $346.1K | 0.10% | +636+8.0% | Added |
| Alliance Wealth Advisors, LLC | 8,592 | $346.6K | 0.23% | −4,981−36.7% | Reduced |
| Northwest Bancshares, Inc. | 8,598 | $346.8K | 0.06% | −1,200−12.2% | Reduced |
| SFMG, LLC | 8,619 | $347.7K | 0.03% | +40.0% | Added |
| PDS Planning, Inc | 8,622 | $347.8K | 0.04% | −1,027−10.6% | Reduced |
| Clark Financial Services Group Inc | 8,623 | $348.0K | 0.45% | −115−1.3% | Reduced |
| MQS Management LLC | 8,659 | $349.3K | 0.19% | −5,433−38.6% | Reduced |
| Wealth Alliance | 8,684 | $350.3K | 0.05% | −424−4.7% | Reduced |
| One Wealth Advisors, LLC | 8,510 | $351.6K | 0.07% | −271−3.1% | Reduced |
| ERn Financial, LLC | 8,696 | $351.7K | 0.07% | −212−2.4% | Reduced |
| Conning Inc. | 8,722 | $351.8K | 0.01% | 00.0% | Unchanged |
| Systematic Portfolios LLC | 8,733 | $352.3K | 1.07% | +8,733 | New |
| Capital Advisors Wealth Management, LLC | 8,735 | $352.4K | 0.08% | +442+5.3% | Added |
| Centennial Wealth Advisory LLC | 8,752 | $353.1K | 0.18% | +8,752 | New |
| Fortis Capital Advisors, LLC | 8,765 | $353.6K | 0.20% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 8,807 | $355.3K | 0.13% | 00.0% | Unchanged |
| Bank Ozk | 8,814 | $355.6K | 0.17% | −136−1.5% | Reduced |
| Sterling Investment Counsel, LLC | 8,847 | $356.9K | 0.18% | +210+2.4% | Added |
| Capital Analysts, LLC | 8,852 | $357.0K | 0.02% | −5,813−39.6% | Reduced |
| Strategic Advisors LLC | 8,865 | $357.6K | 0.07% | +8,865 | New |
| Smallwood Wealth Investment Management, LLC | 8,868 | $357.7K | 0.30% | +224+2.6% | Added |
| Armstrong Advisory Group, Inc | 8,936 | $360.5K | 0.03% | −112−1.2% | Reduced |
| Gold Investment Management Ltd. | 8,948 | $361.0K | 0.15% | +8,948 | New |
| Accredited Investors Inc. | 8,956 | $361.3K | 0.03% | +20.0% | Added |
| Asset Allocation Strategies LLC | 8,958 | $361.4K | 0.14% | +1,511+20.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $361.8K | 0.09% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 8,973 | $362.0K | 0.05% | +64+0.7% | Added |
| Linscomb & Williams, Inc. | 8,981 | $362.3K | 0.02% | +31+0.3% | Added |
| NJ State Employees Deferred Compensation Plan | 9,000 | $363.1K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,015 | $363.7K | 0.10% | +100+1.1% | Added |
| CFO4Life Group, LLC | 9,018 | $363.8K | 0.07% | +6+0.1% | Added |
| Baader Bank INC | 9,395 | $364.5K | 0.03% | +9,395 | New |
| Staley Capital Advisers Inc | 9,078 | $366.2K | 0.02% | −1,037−10.3% | Reduced |
| Indie Asset Partners, LLC | 9,094 | $366.9K | 0.33% | −1,467−13.9% | Reduced |
| Stephens Consulting, LLC | 9,103 | $367.2K | 0.12% | −141−1.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,103 | $367.2K | 0.03% | +1,130+14.2% | Added |
| Cape Investment Advisory, Inc. | 9,111 | $367.5K | 0.18% | +1,326+17.0% | Added |
| Washington Trust Co | 9,120 | $367.9K | 0.01% | −346−3.7% | Reduced |
| Cito Capital Group, LLC | 8,900 | $368.0K | 0.16% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 9,134 | $368.5K | 0.18% | +9,134 | New |
| Greatmark Investment Partners, Inc. | 9,174 | $370.1K | 0.06% | −1,325−12.6% | Reduced |
| Anchor Investment Management, LLC | 9,196 | $371.0K | 0.04% | +288+3.2% | Added |
| Brown Miller Wealth Management, LLC | 9,200 | $371.1K | 0.19% | −2,564−21.8% | Reduced |
| Investors Research Corp | 9,219 | $371.9K | 0.09% | −1,150−11.1% | Reduced |
| Cercano Management LLC | 9,256 | $373.4K | 0.01% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 9,265 | $373.8K | 0.13% | 00.0% | Unchanged |
| Intrua Financial, LLC | 9,274 | $374.1K | 0.06% | −352−3.7% | Reduced |
| Davis R M Inc | 9,300 | $375.2K | 0.01% | +1,079+13.1% | Added |
| Graypoint LLC | 9,300 | $375.2K | 0.03% | −2,424−20.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,343 | $376.9K | 0.03% | −40,417−81.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 9,369 | $377.9K | 0.15% | −185−1.9% | Reduced |
| Enzi Wealth | 9,397 | $378.0K | 0.18% | +9,397 | New |
| Lake Street Advisors Group, LLC | 9,128 | $378.1K | 0.02% | −2,062−18.4% | Reduced |
| Bedel Financial Consulting, Inc. | 9,441 | $380.9K | 0.07% | +21+0.2% | Added |
| Philip James Wealth Mangement, LLC | 9,445 | $381.0K | 0.30% | +9,445 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,445 | $381.0K | 0.04% | +349+3.8% | Added |
| Parkside Financial Bank & Trust | 9,453 | $381.3K | 0.07% | −1,853−16.4% | Reduced |
| Ridgepath Capital Management LLC | 9,456 | $381.4K | 0.73% | +9,456 | New |
| Total Clarity Wealth Management, Inc. | 9,457 | $381.5K | 0.16% | −9,278−49.5% | Reduced |
| Los Angeles Capital Management LLC | 9,459 | $381.6K | 0.00% | −81,721−89.6% | Reduced |
| Strait & Sound Wealth Management LLC | 9,385 | $382.3K | 0.24% | −360−3.7% | Reduced |
| Symmetry Partners, LLC | 9,539 | $383.0K | 0.02% | −3,569−27.2% | Reduced |
| Evergreen Capital Management LLC | 9,152 | $383.1K | 0.02% | −12,517−57.8% | Reduced |
| WMS Partners, LLC | 9,500 | $383.2K | 0.03% | +106+1.1% | Added |
| Choate Investment Advisors | 9,505 | $383.4K | 0.01% | −834−8.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,521 | $384.1K | 0.02% | −415−4.2% | Reduced |
| Clear Creek Financial Management, LLC | 9,523 | $385.3K | 0.06% | +3,698+63.5% | Added |
| Schnieders Capital Management LLC | 9,562 | $385.7K | 0.09% | 00.0% | Unchanged |