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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 9,586 | $386.7K | 0.04% | +9,586 | New |
| Nebula Research & Development LLC | 9,610 | $387.7K | 0.12% | +9,610 | New |
| C2C Wealth Management, LLC | 9,652 | $387.8K | 0.33% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 9,616 | $387.9K | 0.30% | −544−5.4% | Reduced |
| Edge Capital Group, LLC | 9,622 | $388.2K | 0.02% | −1,392−12.6% | Reduced |
| Schmidt P J Investment Management Inc | 9,691 | $389.6K | 0.08% | +573+6.3% | Added |
| MSH Capital Advisors LLC | 9,707 | $391.6K | 0.15% | −2,088−17.7% | Reduced |
| Legacy Advisors, LLC | 9,486 | $392.7K | 0.05% | +953+11.2% | Added |
| Rakuten Securities, Inc. | 9,757 | $393.6K | 0.31% | +9,757 | New |
| V2 Financial group LLC | 9,760 | $393.7K | 0.27% | −944−8.8% | Reduced |
| Cobblestone Asset Management LLC | 9,791 | $395.0K | 0.29% | +276+2.9% | Added |
| Montecito Bank & Trust | 9,831 | $396.6K | 0.09% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 9,882 | $398.7K | 0.02% | +1,959+24.7% | Added |
| Meritage Portfolio Management | 9,933 | $401.0K | 0.03% | +61+0.6% | Added |
| Summit Financial Group Inc | 9,950 | $401.4K | 0.15% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 9,600 | $402.3K | 0.04% | −300−3.0% | Reduced |
| Sage Private Wealth Group, LLC | 9,984 | $402.8K | 0.36% | +104+1.1% | Added |
| State Farm Mutual Automobile Insurance Co | 10,000 | $403.4K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 10,002 | $403.5K | 0.24% | +27+0.3% | Added |
| Hendershot Investments Inc. | 10,005 | $403.6K | 0.06% | −350−3.4% | Reduced |
| Harbour Trust & Investment Management Co | 10,007 | $403.7K | 0.06% | +10,007 | New |
| Paloma Partners Management Co | 10,008 | $403.7K | 0.07% | +10,008 | New |
| Lloyd Advisory Services, LLC. | 10,011 | $403.8K | 0.19% | +10,011 | New |
| Cobblestone Capital Advisors LLC | 10,019 | $404.2K | 0.03% | −141−1.4% | Reduced |
| Teamwork Financial Advisors, LLC | 10,026 | $404.5K | 0.07% | +1,217+13.8% | Added |
| Atlas Brown,Inc. | 10,028 | $404.5K | 0.17% | −82−0.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 10,059 | $405.8K | 0.13% | −17−0.2% | Reduced |
| Strategic Blueprint, LLC | 10,094 | $407.2K | 0.03% | +101+1.0% | Added |
| Bangor Savings Bank | 10,099 | $407.4K | 0.04% | −500−4.7% | Reduced |
| Northcape Wealth Management, LLC | 10,106 | $407.7K | 0.15% | +281+2.9% | Added |
| Mosley Wealth Management | 10,117 | $408.1K | 0.40% | +10,117 | New |
| Canandaigua National Bank & Trust Co | 10,140 | $409.0K | 0.06% | −1,544−13.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,154 | $409.6K | 0.08% | −438−4.1% | Reduced |
| Grimes & Company, Inc. | 10,162 | $409.9K | 0.01% | +2,227+28.1% | Added |
| MidWestOne Financial Group, Inc. | 10,209 | $411.8K | 0.08% | −1,200−10.5% | Reduced |
| Total Investment Management Inc | 10,214 | $412.0K | 0.05% | −137−1.3% | Reduced |
| IMC-Chicago, LLC | 10,224 | $412.4K | 0.01% | −587−5.4% | Reduced |
| Court Place Advisors, LLC | 10,225 | $412.5K | 0.14% | +247+2.5% | Added |
| Sanders Morris Harris LLC | 9,868 | $412.8K | 0.20% | −5,904−37.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 10,282 | $414.0K | 0.14% | +40+0.4% | Added |
| Principle Wealth Partners LLC | 10,283 | $414.8K | 0.04% | −2,405−19.0% | Reduced |
| Prosperity Consulting Group, LLC | 10,285 | $414.9K | 0.14% | +5,139+99.9% | Added |
| Cladis Investment Advisory, LLC | 10,325 | $416.5K | 0.33% | +111+1.1% | Added |
| LMCG Investments, LLC | 10,335 | $416.9K | 0.03% | −7,592−42.3% | Reduced |
| Peak Financial Advisors LLC | 10,358 | $417.8K | 0.28% | +1,328+14.7% | Added |
| Droms Strauss Advisors Inc | 10,355 | $418.0K | 0.16% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 10,372 | $418.4K | 0.14% | +4,038+63.8% | Added |
| Adviser Investments LLC | 10,394 | $419.3K | 0.01% | +104+1.0% | Added |
| Meiji Yasuda Life Insurance Co | 10,429 | $420.7K | 0.01% | +4,700+82.0% | Added |
| Cutter & CO Brokerage, Inc. | 10,432 | $420.8K | 0.12% | −2,792−21.1% | Reduced |
| Fishman Jay A Ltd | 10,435 | $420.9K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,543 | $421.0K | 0.02% | −722−6.4% | Reduced |
| Cheviot Value Management, LLC | 10,444 | $421.3K | 0.09% | +638+6.5% | Added |
| Eudaimonia Partners, LLC | 10,447 | $421.4K | 0.11% | −7,563−42.0% | Reduced |
| Inceptionr LLC | 10,521 | $424.4K | 0.30% | −13,767−56.7% | Reduced |
| Winning Points Advisors, LLC | 10,532 | $424.9K | 0.65% | +1,963+22.9% | Added |
| Orca Investment Management, LLC | 10,576 | $426.6K | 0.41% | +73+0.7% | Added |
| Oakworth Capital, Inc. | 10,609 | $428.0K | 0.03% | +401+3.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,630 | $428.8K | 0.24% | +420+4.1% | Added |
| Ellsworth Advisors, LLC | 10,642 | $429.3K | 0.14% | +10,642 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,708 | $429.6K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 10,670 | $430.0K | 0.01% | −2,197−17.1% | Reduced |
| Sowa Financial Group, Inc. | 10,652 | $430.0K | 0.35% | +197+1.9% | Added |
| Vaughan & Co Securities, Inc. | 10,673 | $430.5K | 0.29% | −5,073−32.2% | Reduced |
| SkyOak Wealth, LLC | 10,680 | $430.8K | 0.11% | 00.0% | Unchanged |
| St. Louis Trust Co | 10,700 | $431.6K | 0.07% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,722 | $432.5K | 0.07% | −392−3.5% | Reduced |
| TrinityPoint Wealth, LLC | 10,724 | $432.6K | 0.08% | −3,007−21.9% | Reduced |
| Monarch Capital Management Inc | 10,501 | $433.1K | 0.13% | −600−5.4% | Reduced |
| Successful Portfolios LLC | 10,743 | $433.4K | 0.32% | +301+2.9% | Added |
| Fee-Only Financial Planning, L.C. | 10,753 | $433.8K | 0.31% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,496 | $434.1K | 0.01% | −8,731−45.4% | Reduced |
| Golden State Equity Partners | 10,802 | $435.7K | 0.11% | +808+8.1% | Added |
| Inscription Capital, LLC | 10,826 | $436.7K | 0.12% | −108−1.0% | Reduced |
| Wealth Architects, LLC | 10,844 | $437.4K | 0.06% | −243−2.2% | Reduced |
| Aveo Capital Partners, LLC | 10,845 | $437.5K | 0.05% | +333+3.2% | Added |
| L.M. Kohn & Company | 10,847 | $437.6K | 0.14% | +372+3.6% | Added |
| TFC Financial Management | 10,849 | $437.6K | 0.09% | −11−0.1% | Reduced |
| Parcion Private Wealth LLC | 10,862 | $438.2K | 0.04% | 00.0% | Unchanged |
| Courier Capital LLC | 10,950 | $441.7K | 0.03% | −4,912−31.0% | Reduced |
| AdvisorShares Investments LLC | 10,992 | $443.4K | 0.10% | −109−1.0% | Reduced |
| Telemus Capital, LLC | 11,017 | $444.4K | 0.04% | −587−5.1% | Reduced |
| Clearbridge Investments, LLC | 11,036 | $445.2K | 0.00% | +11,036 | New |
| Essex Savings Bank | 11,038 | $445.3K | 0.13% | −1,260−10.2% | Reduced |
| Ethic Inc. | 11,069 | $446.5K | 0.01% | −3,475−23.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11,079 | $446.9K | 0.07% | −978−8.1% | Reduced |
| Montag A & Associates Inc | 10,825 | $447.3K | 0.02% | +905+9.1% | Added |
| Charles Schwab Trust Co | 11,095 | $447.6K | 0.04% | −1,000−8.3% | Reduced |
| PBMares Wealth Management LLC | 11,105 | $448.0K | 0.13% | −1,519−12.0% | Reduced |
| Ti-Trust, Inc | 11,109 | $448.1K | 0.40% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 11,118 | $448.5K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 11,124 | $448.7K | 0.09% | −28−0.3% | Reduced |
| NorthStar Asset Management LLC | 11,137 | $449.3K | 0.41% | +11,137 | New |
| Gerber, LLC | 11,172 | $450.7K | 0.41% | +11,172 | New |
| Vectors Research Management, LLC | 11,165 | $452.0K | 0.13% | −360−3.1% | Reduced |
| Powers Advisory Group, LLC | 11,268 | $454.6K | 0.28% | +51+0.5% | Added |
| Resolute Partners Group | 11,009 | $454.9K | 0.06% | +247+2.3% | Added |
| Northstar Advisory Group, LLC | 11,314 | $456.4K | 0.27% | −250−2.2% | Reduced |
| Empower Advisory Group, LLC | 11,349 | $457.8K | 0.00% | −1,265−10.0% | Reduced |
| Loomis Sayles & Co L P | 11,345 | $458.0K | 0.00% | +1,253+12.4% | Added |