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 |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 11,363 | $458.5K | 0.13% | −2,135−15.8% | Reduced |
| Shelton Capital Management | 11,366 | $458.5K | 0.01% | −533−4.5% | Reduced |
| JT Stratford LLC | 11,378 | $459.0K | 0.10% | +1,338+13.3% | Added |
| Advisory Alpha, LLC | 11,384 | $459.3K | 0.02% | −573−4.8% | Reduced |
| Trust Co of Vermont | 11,428 | $461.0K | 0.03% | −32,156−73.8% | Reduced |
| Waldron Private Wealth LLC | 11,170 | $461.5K | 0.02% | +160+1.5% | Added |
| Paragon Financial Partners, Inc. | 11,458 | $462.2K | 0.44% | −61−0.5% | Reduced |
| Wealth Effects LLC | 11,525 | $464.9K | 0.17% | +450+4.1% | Added |
| Silver Oak Securities, Inc | 11,550 | $465.9K | 0.06% | +1,372+13.5% | Added |
| United Bank | 11,558 | $466.3K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 11,591 | $467.6K | 0.41% | −179−1.5% | Reduced |
| Avaii Wealth Management, LLC | 11,619 | $468.7K | 0.31% | −799−6.4% | Reduced |
| MCF Advisors LLC | 11,398 | $468.9K | 0.04% | +3,925+52.5% | Added |
| Catalyst Financial Partners LLC | 11,636 | $469.4K | 0.13% | −2,112−15.4% | Reduced |
| Clarius Group, LLC | 11,664 | $470.5K | 0.04% | +814+7.5% | Added |
| Wellington Shields Capital Management, LLC | 11,669 | $470.7K | 0.06% | −25−0.2% | Reduced |
| Dark Forest Capital Management LP | 11,727 | $473.1K | 0.07% | −8,446−41.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,753 | $474.1K | 0.02% | −114−1.0% | Reduced |
| Mattern Wealth Management LLC | 11,776 | $475.0K | 0.12% | −103−0.9% | Reduced |
| LMR Partners LLP | 11,923 | $481.0K | 0.01% | +11,923 | New |
| City State Bank | 11,966 | $483.0K | 0.24% | −2,900−19.5% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 11,981 | $483.3K | 0.38% | +246+2.1% | Added |
| Evanson Asset Management, LLC | 12,022 | $485.0K | 0.04% | −328−2.7% | Reduced |
| Lafayette Investments, Inc. | 12,036 | $485.5K | 0.12% | −650−5.1% | Reduced |
| Rogco, LP | 12,130 | $489.3K | 0.21% | −413−3.3% | Reduced |
| Naples Global Advisors, LLC | 11,860 | $489.6K | 0.05% | −529−4.3% | Reduced |
| First Western Trust Bank | 12,213 | $492.7K | 0.02% | −78−0.6% | Reduced |
| SRB Corp | 12,252 | $494.2K | 0.03% | +1,303+11.9% | Added |
| SPC Financial, Inc. | 12,262 | $494.7K | 0.05% | +259+2.2% | Added |
| Diligent Investors, LLC | 12,289 | $495.8K | 0.14% | +12,289 | New |
| Congress Wealth Management LLC | 12,289 | $495.8K | 0.01% | +5,129+71.6% | Added |
| Westmount Partners, LLC | 12,352 | $498.3K | 0.20% | +88+0.7% | Added |
| Millennium Capital Advisors, LLC | 12,400 | $500.2K | 0.38% | −50−0.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,401 | $500.3K | 0.13% | +122+1.0% | Added |
| Old Point Trust & Financial Services N A | 12,416 | $500.9K | 0.20% | −1,500−10.8% | Reduced |
| Advisor Resource Council | 12,426 | $501.3K | 0.06% | +12,426 | New |
| Capital Asset Advisory Services LLC | 12,456 | $502.5K | 0.03% | +950+8.3% | Added |
| Centiva Capital, LP | 12,482 | $503.5K | 0.03% | −922−6.9% | Reduced |
| Evercore Wealth Management, LLC | 12,535 | $505.7K | 0.01% | +138+1.1% | Added |
| Keystone Wealth Services, LLC | 12,544 | $506.0K | 0.17% | −242−1.9% | Reduced |
| Spinnaker Trust | 12,567 | $507.0K | 0.03% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 12,581 | $507.5K | 0.01% | −366−2.8% | Reduced |
| Capital City Trust Co | 12,583 | $507.6K | 0.15% | +833+7.1% | Added |
| Sherbrooke Park Advisers LLC | 12,616 | $508.9K | 0.24% | −16,003−55.9% | Reduced |
| Farmers & Merchants Investments Inc | 12,623 | $509.2K | 0.02% | +17+0.1% | Added |
| Spirit of America Management Corp | 12,650 | $510.3K | 0.11% | 00.0% | Unchanged |
| Forum Financial Management, LP | 12,657 | $510.6K | 0.01% | −618−4.7% | Reduced |
| RFG Advisory, LLC | 12,755 | $514.6K | 0.02% | +909+7.7% | Added |
| Tevis Investment Management | 12,766 | $515.0K | 0.47% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 12,819 | $517.1K | 0.13% | +12,819 | New |
| Gilbert & Cook, Inc. | 12,928 | $521.5K | 0.07% | +413+3.3% | Added |
| Retirement Guys Formula LLC | 13,002 | $524.5K | 0.28% | −101−0.8% | Reduced |
| Dakota Wealth Management | 13,027 | $525.9K | 0.02% | −1,324−9.2% | Reduced |
| Scissortail Wealth Management, LLC | 12,998 | $526.6K | 0.17% | +12,998 | New |
| Raab & Moskowitz Asset Management LLC | 13,078 | $527.6K | 0.17% | −1,043−7.4% | Reduced |
| StrategIQ Financial Group, LLC | 13,089 | $528.0K | 0.06% | −50.0% | Reduced |
| Quadrant Capital Group LLC | 13,107 | $529.1K | 0.05% | −1,398−9.6% | Reduced |
| Bill Few Associates, Inc. | 13,117 | $529.1K | 0.24% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 13,120 | $529.3K | 0.19% | −2,730−17.2% | Reduced |
| Dorchester Wealth Management Co | 13,135 | $529.9K | 0.10% | −1,294−9.0% | Reduced |
| Marco Investment Management LLC | 13,164 | $531.0K | 0.05% | +71+0.5% | Added |
| Neville Rodie & Shaw Inc | 13,225 | $533.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 13,218 | $533.2K | 0.05% | −800−5.7% | Reduced |
| Aureus Asset Management, LLC | 13,261 | $534.9K | 0.04% | +238+1.8% | Added |
| Castle Rock Wealth Management, LLC | 12,952 | $536.4K | 0.16% | −40.0% | Reduced |
| ICA Group Wealth Management, LLC | 13,330 | $537.7K | 0.12% | +1,081+8.8% | Added |
| Gladius Capital Management LP | 13,362 | $539.0K | 0.34% | +372+2.9% | Added |
| 180 Wealth Advisors, LLC | 13,007 | $540.8K | 0.11% | −130−1.0% | Reduced |
| Lee Financial Group Hawaii, Inc. | 13,426 | $541.6K | 0.46% | +1,563+13.2% | Added |
| Kapstone Financial Advisors LLC | 13,479 | $542.0K | 0.42% | +200+1.5% | Added |
| IFG Advisory, LLC | 13,439 | $542.1K | 0.04% | −872−6.1% | Reduced |
| Engineers Gate Manager LP | 13,470 | $543.4K | 0.02% | −41,198−75.4% | Reduced |
| Camden Capital, LLC | 13,532 | $545.9K | 0.06% | −3,619−21.1% | Reduced |
| Agf Management Ltd | 13,551 | $546.6K | 0.00% | +603+4.7% | Added |
| LS Investment Advisors, LLC | 13,577 | $547.7K | 0.09% | −9,172−40.3% | Reduced |
| Alpha Omega Wealth Management LLC | 13,587 | $548.1K | 0.09% | −249−1.8% | Reduced |
| Foster Group, Inc. | 13,049 | $548.7K | 0.03% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 13,602 | $550.3K | 0.40% | −2,652−16.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 13,677 | $551.7K | 0.54% | +13,677 | New |
| Westwood Holdings Group Inc. | 13,691 | $552.0K | 0.00% | −552−3.9% | Reduced |
| Patton Albertson Miller Group, LLC | 13,688 | $552.2K | 0.09% | −2,275−14.3% | Reduced |
| Vise Technologies, Inc. | 13,749 | $554.6K | 0.12% | −3,119−18.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 13,750 | $554.7K | 0.04% | −800−5.5% | Reduced |
| Qtron Investments LLC | 13,786 | $556.1K | 0.09% | 00.0% | Unchanged |
| Chicago Capital, LLC | 13,792 | $556.4K | 0.02% | +1,306+10.5% | Added |
| BKD Wealth Advisors, LLC | 13,851 | $558.7K | 0.02% | +527+4.0% | Added |
| Red Door Wealth Management, LLC | 13,855 | $558.9K | 0.12% | +1,442+11.6% | Added |
| Brooks, Moore & Associates, Inc. | 13,855 | $558.9K | 0.38% | 00.0% | Unchanged |
| Romano Brothers and Company | 13,934 | $562.1K | 0.08% | −600−4.1% | Reduced |
| Garden State Investment Advisory Services LLC | 14,038 | $566.3K | 0.23% | +1,529+12.2% | Added |
| Resurgent Financial Advisors LLC | 14,058 | $567.1K | 0.35% | +142+1.0% | Added |
| Burney Co | 14,064 | $567.3K | 0.02% | +155+1.1% | Added |
| Patten & Patten Inc | 14,069 | $567.5K | 0.05% | −2,542−15.3% | Reduced |
| StoneX Group Inc. | 13,745 | $567.9K | 0.06% | +562+4.3% | Added |
| Lindbrook Capital, LLC | 14,090 | $568.4K | 0.06% | −1,846−11.6% | Reduced |
| Moser Wealth Advisors, LLC | 14,108 | $569.1K | 0.36% | −3,240−18.7% | Reduced |
| Fundamentun, LLC | 14,113 | $569.3K | 0.07% | +2,023+16.7% | Added |
| Horst & Graben Wealth Management LLC | 14,173 | $571.7K | 0.13% | −297−2.1% | Reduced |
| McGowan Group Asset Management, Inc. | 14,193 | $572.5K | 0.09% | +791+5.9% | Added |
| Wolff Financial Management LLC | 14,209 | $573.0K | 0.18% | +30.0% | Added |