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; 2,574 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
- 1,890
- +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
- 596 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 16,932 | $683.0K | 0.30% | −317−1.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 16,909 | $682.1K | 0.05% | −12−0.1% | Reduced |
| Plimoth Trust Co LLC | 16,820 | $678.5K | 0.20% | +55+0.3% | Added |
| Howe & Rusling Inc | 16,734 | $675.1K | 0.07% | −101,338−85.8% | Reduced |
| Continuum Advisory, LLC | 16,739 | $674.6K | 0.10% | +373+2.3% | Added |
| Two Sigma Investments, LP | 16,700 | $673.7K | 0.00% | −9,055−35.2% | Reduced |
| Walker Asset Management, LLC | 16,678 | $672.8K | 0.49% | +4,802+40.4% | Added |
| Douglass Winthrop Advisors, LLC | 16,668 | $672.4K | 0.02% | +3,000+21.9% | Added |
| WCG Wealth Advisors LLC | 16,646 | $672.0K | 0.05% | +1,743+11.7% | Added |
| Bailard, Inc. | 16,601 | $669.7K | 0.02% | −1,511−8.3% | Reduced |
| Citizens Financial Group Inc | 16,580 | $668.9K | 0.02% | +1,966+13.5% | Added |
| Sciencast Management LP | 16,514 | $666.2K | 0.36% | +16,514 | New |
| American Financial & Tax Strategies Inc | 16,447 | $663.5K | 0.38% | +16,447 | New |
| WFA Asset Management Corp | 16,312 | $658.0K | 0.36% | +1,002+6.5% | Added |
| Nwam LLC | 16,282 | $656.8K | 0.05% | −1,523−8.6% | Reduced |
| Patron Partners Advisors, LLC | 16,264 | $656.1K | 0.44% | −970−5.6% | Reduced |
| VCI Wealth Management LLC | 16,224 | $654.5K | 0.40% | +16,224 | New |
| Capital Advisors Inc | 16,215 | $654.1K | 0.01% | −1,427−8.1% | Reduced |
| Tradition Wealth Management, LLC | 16,180 | $653.0K | 0.07% | −1,070−6.2% | Reduced |
| FLC Capital Advisors | 16,183 | $652.8K | 0.18% | −2,393−12.9% | Reduced |
| MTM Investment Management, LLC | 16,181 | $652.7K | 0.30% | −541−3.2% | Reduced |
| Diversified Trust Co | 16,145 | $651.3K | 0.02% | +3,480+27.5% | Added |
| Westbourne Investment Advisors, Inc. | 16,099 | $649.0K | 0.26% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 16,066 | $648.1K | 0.21% | −50.0% | Reduced |
| Richard W. Paul & Associates, LLC | 16,045 | $647.2K | 0.27% | +238+1.5% | Added |
| Woodward Diversified Capital, LLC | 15,999 | $645.4K | 0.41% | −3,537−18.1% | Reduced |
| Insigneo Advisory Services, LLC | 15,536 | $642.2K | 0.09% | −1,853−10.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 15,846 | $639.2K | 0.23% | +20.0% | Added |
| Everett Harris & Co | 15,834 | $638.7K | 0.01% | −144−0.9% | Reduced |
| Dover Advisors, LLC | 15,444 | $638.1K | 0.84% | −5,978−27.9% | Reduced |
| Cambria Investment Management, L.P. | 15,750 | $635.4K | 0.04% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 15,707 | $633.6K | 0.31% | −920−5.5% | Reduced |
| Exeter Financial, LLC | 15,124 | $633.1K | 0.31% | −3,602−19.2% | Reduced |
| Triumph Capital Management | 15,446 | $632.2K | 0.27% | +8,245+114.5% | Added |
| Rational Advisors LLC | 15,669 | $632.1K | 0.06% | +15,669 | New |
| Black Swift Group, LLC | 15,640 | $630.9K | 0.19% | +15,640 | New |
| Finer Wealth Management, Inc. | 15,612 | $629.8K | 0.47% | −2,056−11.6% | Reduced |
| Boston Family Office LLC | 15,584 | $629.0K | 0.05% | −750−4.6% | Reduced |
| Hexagon Capital Partners LLC | 15,515 | $625.9K | 0.15% | −941−5.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 15,488 | $624.8K | 0.07% | −5,397−25.8% | Reduced |
| David Loasby | 15,048 | $624.3K | 0.07% | −2,842−15.9% | Reduced |
| Virtue Capital Management, LLC | 15,049 | $624.2K | 0.13% | −2,278−13.1% | Reduced |
| Eagle Global Advisors LLC | 15,454 | $623.4K | 0.04% | −1,575−9.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,437 | $622.7K | 0.07% | +8,583+125.2% | Added |
| Straight Path Wealth Management | 15,400 | $621.2K | 0.36% | +828+5.7% | Added |
| Burke & Herbert Bank & Trust Co | 15,345 | $619.0K | 0.44% | −2,352−13.3% | Reduced |
| Meridian Wealth Management, LLC | 15,271 | $617.6K | 0.04% | +1,064+7.5% | Added |
| KC Investment Advisors, LLC | 15,270 | $616.0K | 0.37% | +909+6.3% | Added |
| Onyx Bridge Wealth Group LLC | 15,245 | $615.0K | 0.12% | +117+0.8% | Added |
| TCG Advisory Services, LLC | 15,212 | $613.7K | 0.04% | −1,196−7.3% | Reduced |
| Rockwood Wealth Management, LLC | 15,193 | $612.9K | 0.09% | +15,193 | New |
| Titleist Asset Management, LLC | 15,169 | $611.9K | 0.11% | −3,557−19.0% | Reduced |
| First National Bank & Trust Co of Newtown | 15,157 | $611.4K | 0.13% | −1,488−8.9% | Reduced |
| Palisade Capital Management LLC | 15,100 | $609.1K | 0.02% | 00.0% | Unchanged |
| Columbia Asset Management | 15,080 | $608.0K | 0.12% | −1,300−7.9% | Reduced |
| Leonteq Securities AG | 15,012 | $605.6K | 0.08% | +3,760+33.4% | Added |
| Arnhold LLC | 15,000 | $605.1K | 0.07% | −52,695−77.8% | Reduced |
| Compagnie Lombard Odier SCmA | 15,000 | $605.1K | 0.01% | 00.0% | Unchanged |
| VeraBank, N.A. | 14,972 | $604.0K | 0.20% | −115−0.8% | Reduced |
| FDx Advisors, Inc. | 14,887 | $601.0K | 0.05% | −3,846−20.5% | Reduced |
| Delta Asset Management LLC | 14,867 | $599.8K | 0.06% | −67−0.4% | Reduced |
| Thomasville National Bank | 14,848 | $599.0K | 0.05% | −317−2.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,835 | $598.4K | 0.06% | −3,391−18.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 14,827 | $598.1K | 0.29% | +799+5.7% | Added |
| Leo Wealth, LLC | 14,348 | $598.1K | 0.06% | +14,348 | New |
| BCJ Capital Management, LLC | 14,755 | $595.2K | 0.05% | +5,758+64.0% | Added |
| Gladstone Institutional Advisory LLC | 14,728 | $594.1K | 0.03% | +974+7.1% | Added |
| Joel Isaacson & Co., LLC | 14,717 | $593.7K | 0.04% | −3,131−17.5% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 14,680 | $592.2K | 0.77% | −698−4.5% | Reduced |
| BluePath Capital Management, LLC | 14,387 | $590.7K | 0.52% | +2,615+22.2% | Added |
| Gables Capital Management Inc. | 14,640 | $590.6K | 0.37% | +200+1.4% | Added |
| Pettyjohn, Wood & White, Inc | 14,563 | $587.5K | 0.13% | 00.0% | Unchanged |
| Davis Capital Management | 14,524 | $585.9K | 0.56% | +14,524 | New |
| Checchi Capital Advisers, LLC | 14,508 | $585.2K | 0.05% | −2,460−14.5% | Reduced |
| Kendall Capital Management | 14,497 | $584.8K | 0.23% | 00.0% | Unchanged |
| Exchange Bank | 14,463 | $583.4K | 0.51% | −160−1.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,461 | $583.4K | 0.06% | −16,546−53.4% | Reduced |
| Tufton Capital Management | 14,454 | $583.1K | 0.12% | −1,055−6.8% | Reduced |
| Cornerstone Advisory, LLC | 14,446 | $582.8K | 0.09% | +13+0.1% | Added |
| New Vernon Capital Holdings II LLC | 14,403 | $581.0K | 0.31% | +6,612+84.9% | Added |
| Fiduciary Group LLC | 14,401 | $580.9K | 0.07% | −1,171−7.5% | Reduced |
| TRUE Private Wealth Advisors | 14,390 | $580.5K | 0.07% | −1,218−7.8% | Reduced |
| Signature Wealth Management Partners, LLC | 14,346 | $578.7K | 0.51% | 00.0% | Unchanged |
| PFG Investments, LLC | 14,344 | $578.6K | 0.11% | +559+4.1% | Added |
| Salvus Wealth Management, LLC | 14,326 | $577.9K | 0.41% | +250+1.8% | Added |
| Gilliland Jeter Wealth Management LLC | 14,326 | $577.9K | 0.24% | +14,326 | New |
| IMS Capital Management | 14,324 | $577.8K | 0.28% | +14,324 | New |
| Deerfield Management Company, L.P. (Series C) | 14,296 | $576.7K | 0.01% | +14,296 | New |
| Transcend Wealth Collective, LLC | 14,295 | $576.7K | 0.05% | −9,385−39.6% | Reduced |
| Girard Partners Ltd. | 14,249 | $574.8K | 0.06% | +25+0.2% | Added |
| Intellectus Partners, LLC | 13,901 | $574.4K | 0.17% | −3,738−21.2% | Reduced |
| Wolff Financial Management LLC | 14,209 | $573.0K | 0.18% | +30.0% | Added |
| McGowan Group Asset Management, Inc. | 14,193 | $572.5K | 0.09% | +791+5.9% | Added |
| Horst & Graben Wealth Management LLC | 14,173 | $571.7K | 0.13% | −297−2.1% | Reduced |
| Fundamentun, LLC | 14,113 | $569.3K | 0.07% | +2,023+16.7% | Added |
| Moser Wealth Advisors, LLC | 14,108 | $569.1K | 0.36% | −3,240−18.7% | Reduced |
| Lindbrook Capital, LLC | 14,090 | $568.4K | 0.06% | −1,846−11.6% | Reduced |
| StoneX Group Inc. | 13,745 | $567.9K | 0.06% | +562+4.3% | Added |
| Patten & Patten Inc | 14,069 | $567.5K | 0.05% | −2,542−15.3% | Reduced |
| Burney Co | 14,064 | $567.3K | 0.02% | +155+1.1% | Added |