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 |
|---|---|---|---|---|---|
| Resurgent Financial Advisors LLC | 14,058 | $567.1K | 0.35% | +142+1.0% | Added |
| Garden State Investment Advisory Services LLC | 14,038 | $566.3K | 0.23% | +1,529+12.2% | Added |
| Romano Brothers and Company | 13,934 | $562.1K | 0.08% | −600−4.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,855 | $558.9K | 0.38% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 13,855 | $558.9K | 0.12% | +1,442+11.6% | Added |
| BKD Wealth Advisors, LLC | 13,851 | $558.7K | 0.02% | +527+4.0% | Added |
| Chicago Capital, LLC | 13,792 | $556.4K | 0.02% | +1,306+10.5% | Added |
| Qtron Investments LLC | 13,786 | $556.1K | 0.09% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 13,750 | $554.7K | 0.04% | −800−5.5% | Reduced |
| Vise Technologies, Inc. | 13,749 | $554.6K | 0.12% | −3,119−18.5% | Reduced |
| Patton Albertson Miller Group, LLC | 13,688 | $552.2K | 0.09% | −2,275−14.3% | Reduced |
| Westwood Holdings Group Inc. | 13,691 | $552.0K | 0.00% | −552−3.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 13,677 | $551.7K | 0.54% | +13,677 | New |
| Magnolia Capital Advisors LLC | 13,602 | $550.3K | 0.40% | −2,652−16.3% | Reduced |
| Foster Group, Inc. | 13,049 | $548.7K | 0.03% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 13,587 | $548.1K | 0.09% | −249−1.8% | Reduced |
| LS Investment Advisors, LLC | 13,577 | $547.7K | 0.09% | −9,172−40.3% | Reduced |
| Agf Management Ltd | 13,551 | $546.6K | 0.00% | +603+4.7% | Added |
| Camden Capital, LLC | 13,532 | $545.9K | 0.06% | −3,619−21.1% | Reduced |
| Engineers Gate Manager LP | 13,470 | $543.4K | 0.02% | −41,198−75.4% | Reduced |
| IFG Advisory, LLC | 13,439 | $542.1K | 0.04% | −872−6.1% | Reduced |
| Kapstone Financial Advisors LLC | 13,479 | $542.0K | 0.42% | +200+1.5% | Added |
| Lee Financial Group Hawaii, Inc. | 13,426 | $541.6K | 0.46% | +1,563+13.2% | Added |
| 180 Wealth Advisors, LLC | 13,007 | $540.8K | 0.11% | −130−1.0% | Reduced |
| Gladius Capital Management LP | 13,362 | $539.0K | 0.34% | +372+2.9% | Added |
| ICA Group Wealth Management, LLC | 13,330 | $537.7K | 0.12% | +1,081+8.8% | Added |
| Castle Rock Wealth Management, LLC | 12,952 | $536.4K | 0.16% | −40.0% | Reduced |
| Aureus Asset Management, LLC | 13,261 | $534.9K | 0.04% | +238+1.8% | Added |
| Washington Trust Advisors, Inc. | 13,218 | $533.2K | 0.05% | −800−5.7% | Reduced |
| Neville Rodie & Shaw Inc | 13,225 | $533.0K | 0.04% | 00.0% | Unchanged |
| Marco Investment Management LLC | 13,164 | $531.0K | 0.05% | +71+0.5% | Added |
| Dorchester Wealth Management Co | 13,135 | $529.9K | 0.10% | −1,294−9.0% | Reduced |
| Keating Investment Counselors Inc | 13,120 | $529.3K | 0.19% | −2,730−17.2% | Reduced |
| Bill Few Associates, Inc. | 13,117 | $529.1K | 0.24% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 13,107 | $529.1K | 0.05% | −1,398−9.6% | Reduced |
| StrategIQ Financial Group, LLC | 13,089 | $528.0K | 0.06% | −50.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 13,078 | $527.6K | 0.17% | −1,043−7.4% | Reduced |
| Scissortail Wealth Management, LLC | 12,998 | $526.6K | 0.17% | +12,998 | New |
| Dakota Wealth Management | 13,027 | $525.9K | 0.02% | −1,324−9.2% | Reduced |
| Retirement Guys Formula LLC | 13,002 | $524.5K | 0.28% | −101−0.8% | Reduced |
| Gilbert & Cook, Inc. | 12,928 | $521.5K | 0.07% | +413+3.3% | Added |
| Quadcap Wealth Management, LLC | 12,819 | $517.1K | 0.13% | +12,819 | New |
| Tevis Investment Management | 12,766 | $515.0K | 0.47% | 00.0% | Unchanged |
| RFG Advisory, LLC | 12,755 | $514.6K | 0.02% | +909+7.7% | Added |
| Forum Financial Management, LP | 12,657 | $510.6K | 0.01% | −618−4.7% | Reduced |
| Spirit of America Management Corp | 12,650 | $510.3K | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12,623 | $509.2K | 0.02% | +17+0.1% | Added |
| Sherbrooke Park Advisers LLC | 12,616 | $508.9K | 0.24% | −16,003−55.9% | Reduced |
| Capital City Trust Co | 12,583 | $507.6K | 0.15% | +833+7.1% | Added |
| Madison Asset Management, LLC | 12,581 | $507.5K | 0.01% | −366−2.8% | Reduced |
| Spinnaker Trust | 12,567 | $507.0K | 0.03% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 12,544 | $506.0K | 0.17% | −242−1.9% | Reduced |
| Evercore Wealth Management, LLC | 12,535 | $505.7K | 0.01% | +138+1.1% | Added |
| Centiva Capital, LP | 12,482 | $503.5K | 0.03% | −922−6.9% | Reduced |
| Capital Asset Advisory Services LLC | 12,456 | $502.5K | 0.03% | +950+8.3% | Added |
| Advisor Resource Council | 12,426 | $501.3K | 0.06% | +12,426 | New |
| Old Point Trust & Financial Services N A | 12,416 | $500.9K | 0.20% | −1,500−10.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,401 | $500.3K | 0.13% | +122+1.0% | Added |
| Millennium Capital Advisors, LLC | 12,400 | $500.2K | 0.38% | −50−0.4% | Reduced |
| Westmount Partners, LLC | 12,352 | $498.3K | 0.20% | +88+0.7% | Added |
| Congress Wealth Management LLC | 12,289 | $495.8K | 0.01% | +5,129+71.6% | Added |
| Diligent Investors, LLC | 12,289 | $495.8K | 0.14% | +12,289 | New |
| SPC Financial, Inc. | 12,262 | $494.7K | 0.05% | +259+2.2% | Added |
| SRB Corp | 12,252 | $494.2K | 0.03% | +1,303+11.9% | Added |
| First Western Trust Bank | 12,213 | $492.7K | 0.02% | −78−0.6% | Reduced |
| Naples Global Advisors, LLC | 11,860 | $489.6K | 0.05% | −529−4.3% | Reduced |
| Rogco, LP | 12,130 | $489.3K | 0.21% | −413−3.3% | Reduced |
| Lafayette Investments, Inc. | 12,036 | $485.5K | 0.12% | −650−5.1% | Reduced |
| Evanson Asset Management, LLC | 12,022 | $485.0K | 0.04% | −328−2.7% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 11,981 | $483.3K | 0.38% | +246+2.1% | Added |
| City State Bank | 11,966 | $483.0K | 0.24% | −2,900−19.5% | Reduced |
| LMR Partners LLP | 11,923 | $481.0K | 0.01% | +11,923 | New |
| Mattern Wealth Management LLC | 11,776 | $475.0K | 0.12% | −103−0.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,753 | $474.1K | 0.02% | −114−1.0% | Reduced |
| Dark Forest Capital Management LP | 11,727 | $473.1K | 0.07% | −8,446−41.9% | Reduced |
| Wellington Shields Capital Management, LLC | 11,669 | $470.7K | 0.06% | −25−0.2% | Reduced |
| Clarius Group, LLC | 11,664 | $470.5K | 0.04% | +814+7.5% | Added |
| Catalyst Financial Partners LLC | 11,636 | $469.4K | 0.13% | −2,112−15.4% | Reduced |
| MCF Advisors LLC | 11,398 | $468.9K | 0.04% | +3,925+52.5% | Added |
| Avaii Wealth Management, LLC | 11,619 | $468.7K | 0.31% | −799−6.4% | Reduced |
| Cross Staff Investments Inc | 11,591 | $467.6K | 0.41% | −179−1.5% | Reduced |
| United Bank | 11,558 | $466.3K | 0.06% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 11,550 | $465.9K | 0.06% | +1,372+13.5% | Added |
| Wealth Effects LLC | 11,525 | $464.9K | 0.17% | +450+4.1% | Added |
| Paragon Financial Partners, Inc. | 11,458 | $462.2K | 0.44% | −61−0.5% | Reduced |
| Waldron Private Wealth LLC | 11,170 | $461.5K | 0.02% | +160+1.5% | Added |
| Trust Co of Vermont | 11,428 | $461.0K | 0.03% | −32,156−73.8% | Reduced |
| Advisory Alpha, LLC | 11,384 | $459.3K | 0.02% | −573−4.8% | Reduced |
| JT Stratford LLC | 11,378 | $459.0K | 0.10% | +1,338+13.3% | Added |
| Shelton Capital Management | 11,366 | $458.5K | 0.01% | −533−4.5% | Reduced |
| Herold Advisors, Inc. | 11,363 | $458.5K | 0.13% | −2,135−15.8% | Reduced |
| Loomis Sayles & Co L P | 11,345 | $458.0K | 0.00% | +1,253+12.4% | Added |
| Empower Advisory Group, LLC | 11,349 | $457.8K | 0.00% | −1,265−10.0% | Reduced |
| Northstar Advisory Group, LLC | 11,314 | $456.4K | 0.27% | −250−2.2% | Reduced |
| Resolute Partners Group | 11,009 | $454.9K | 0.06% | +247+2.3% | Added |
| Powers Advisory Group, LLC | 11,268 | $454.6K | 0.28% | +51+0.5% | Added |
| Vectors Research Management, LLC | 11,165 | $452.0K | 0.13% | −360−3.1% | Reduced |
| Gerber, LLC | 11,172 | $450.7K | 0.41% | +11,172 | New |
| NorthStar Asset Management LLC | 11,137 | $449.3K | 0.41% | +11,137 | New |
| Duncker Streett & Co Inc | 11,124 | $448.7K | 0.09% | −28−0.3% | Reduced |