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 |
|---|---|---|---|---|---|
| Patriot Investment Management Inc. | 11,118 | $448.5K | 0.04% | 00.0% | Unchanged |
| Ti-Trust, Inc | 11,109 | $448.1K | 0.40% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 11,105 | $448.0K | 0.13% | −1,519−12.0% | Reduced |
| Charles Schwab Trust Co | 11,095 | $447.6K | 0.04% | −1,000−8.3% | Reduced |
| Montag A & Associates Inc | 10,825 | $447.3K | 0.02% | +905+9.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,079 | $446.9K | 0.07% | −978−8.1% | Reduced |
| Ethic Inc. | 11,069 | $446.5K | 0.01% | −3,475−23.9% | Reduced |
| Essex Savings Bank | 11,038 | $445.3K | 0.13% | −1,260−10.2% | Reduced |
| Clearbridge Investments, LLC | 11,036 | $445.2K | 0.00% | +11,036 | New |
| Telemus Capital, LLC | 11,017 | $444.4K | 0.04% | −587−5.1% | Reduced |
| AdvisorShares Investments LLC | 10,992 | $443.4K | 0.10% | −109−1.0% | Reduced |
| Courier Capital LLC | 10,950 | $441.7K | 0.03% | −4,912−31.0% | Reduced |
| Parcion Private Wealth LLC | 10,862 | $438.2K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 10,849 | $437.6K | 0.09% | −11−0.1% | Reduced |
| L.M. Kohn & Company | 10,847 | $437.6K | 0.14% | +372+3.6% | Added |
| Aveo Capital Partners, LLC | 10,845 | $437.5K | 0.05% | +333+3.2% | Added |
| Wealth Architects, LLC | 10,844 | $437.4K | 0.06% | −243−2.2% | Reduced |
| Inscription Capital, LLC | 10,826 | $436.7K | 0.12% | −108−1.0% | Reduced |
| Golden State Equity Partners | 10,802 | $435.7K | 0.11% | +808+8.1% | Added |
| Summit Trail Advisors, LLC | 10,496 | $434.1K | 0.01% | −8,731−45.4% | Reduced |
| Fee-Only Financial Planning, L.C. | 10,753 | $433.8K | 0.31% | 00.0% | Unchanged |
| Successful Portfolios LLC | 10,743 | $433.4K | 0.32% | +301+2.9% | Added |
| Monarch Capital Management Inc | 10,501 | $433.1K | 0.13% | −600−5.4% | Reduced |
| TrinityPoint Wealth, LLC | 10,724 | $432.6K | 0.08% | −3,007−21.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,722 | $432.5K | 0.07% | −392−3.5% | Reduced |
| St. Louis Trust Co | 10,700 | $431.6K | 0.07% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,680 | $430.8K | 0.11% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 10,673 | $430.5K | 0.29% | −5,073−32.2% | Reduced |
| 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,708 | $429.6K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 10,642 | $429.3K | 0.14% | +10,642 | New |
| Asahi Life Asset Management Co., Ltd. | 10,630 | $428.8K | 0.24% | +420+4.1% | Added |
| Oakworth Capital, Inc. | 10,609 | $428.0K | 0.03% | +401+3.9% | Added |
| Orca Investment Management, LLC | 10,576 | $426.6K | 0.41% | +73+0.7% | Added |
| Winning Points Advisors, LLC | 10,532 | $424.9K | 0.65% | +1,963+22.9% | Added |
| Inceptionr LLC | 10,521 | $424.4K | 0.30% | −13,767−56.7% | Reduced |
| Eudaimonia Partners, LLC | 10,447 | $421.4K | 0.11% | −7,563−42.0% | Reduced |
| Cheviot Value Management, LLC | 10,444 | $421.3K | 0.09% | +638+6.5% | Added |
| Chicago Partners Investment Group LLC | 10,543 | $421.0K | 0.02% | −722−6.4% | Reduced |
| Fishman Jay A Ltd | 10,435 | $420.9K | 0.05% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 10,432 | $420.8K | 0.12% | −2,792−21.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,429 | $420.7K | 0.01% | +4,700+82.0% | Added |
| Adviser Investments LLC | 10,394 | $419.3K | 0.01% | +104+1.0% | Added |
| Droms Strauss Advisors Inc | 10,355 | $418.0K | 0.16% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 10,358 | $417.8K | 0.28% | +1,328+14.7% | Added |
| LMCG Investments, LLC | 10,335 | $416.9K | 0.03% | −7,592−42.3% | Reduced |
| Cladis Investment Advisory, LLC | 10,325 | $416.5K | 0.33% | +111+1.1% | Added |
| Prosperity Consulting Group, LLC | 10,285 | $414.9K | 0.14% | +5,139+99.9% | Added |
| Principle Wealth Partners LLC | 10,283 | $414.8K | 0.04% | −2,405−19.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 10,282 | $414.0K | 0.14% | +40+0.4% | Added |
| Sanders Morris Harris LLC | 9,868 | $412.8K | 0.20% | −5,904−37.4% | Reduced |
| Court Place Advisors, LLC | 10,225 | $412.5K | 0.14% | +247+2.5% | Added |
| IMC-Chicago, LLC | 10,224 | $412.4K | 0.01% | −587−5.4% | Reduced |
| Total Investment Management Inc | 10,214 | $412.0K | 0.05% | −137−1.3% | Reduced |
| MidWestOne Financial Group, Inc. | 10,209 | $411.8K | 0.08% | −1,200−10.5% | Reduced |
| Grimes & Company, Inc. | 10,162 | $409.9K | 0.01% | +2,227+28.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,154 | $409.6K | 0.08% | −438−4.1% | Reduced |
| Canandaigua National Bank & Trust Co | 10,140 | $409.0K | 0.06% | −1,544−13.2% | Reduced |
| Mosley Wealth Management | 10,117 | $408.1K | 0.40% | +10,117 | New |
| Northcape Wealth Management, LLC | 10,106 | $407.7K | 0.15% | +281+2.9% | Added |
| Bangor Savings Bank | 10,099 | $407.4K | 0.04% | −500−4.7% | Reduced |
| Strategic Blueprint, LLC | 10,094 | $407.2K | 0.03% | +101+1.0% | Added |
| Wealth Dimensions Group, Ltd. | 10,059 | $405.8K | 0.13% | −17−0.2% | Reduced |
| Atlas Brown,Inc. | 10,028 | $404.5K | 0.17% | −82−0.8% | Reduced |
| Teamwork Financial Advisors, LLC | 10,026 | $404.5K | 0.07% | +1,217+13.8% | Added |
| Cobblestone Capital Advisors LLC | 10,019 | $404.2K | 0.03% | −141−1.4% | Reduced |
| Lloyd Advisory Services, LLC. | 10,011 | $403.8K | 0.19% | +10,011 | New |
| Paloma Partners Management Co | 10,008 | $403.7K | 0.07% | +10,008 | New |
| Harbour Trust & Investment Management Co | 10,007 | $403.7K | 0.06% | +10,007 | New |
| Hendershot Investments Inc. | 10,005 | $403.6K | 0.06% | −350−3.4% | Reduced |
| Centennial Bank | 10,002 | $403.5K | 0.24% | +27+0.3% | Added |
| State Farm Mutual Automobile Insurance Co | 10,000 | $403.4K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 9,984 | $402.8K | 0.36% | +104+1.1% | Added |
| Guardian Capital Advisors LP | 9,600 | $402.3K | 0.04% | −300−3.0% | Reduced |
| Summit Financial Group Inc | 9,950 | $401.4K | 0.15% | 00.0% | Unchanged |
| Meritage Portfolio Management | 9,933 | $401.0K | 0.03% | +61+0.6% | Added |
| Avidian Wealth Solutions, LLC | 9,882 | $398.7K | 0.02% | +1,959+24.7% | Added |
| Montecito Bank & Trust | 9,831 | $396.6K | 0.09% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 9,791 | $395.0K | 0.29% | +276+2.9% | Added |
| V2 Financial group LLC | 9,760 | $393.7K | 0.27% | −944−8.8% | Reduced |
| Rakuten Securities, Inc. | 9,757 | $393.6K | 0.31% | +9,757 | New |
| Legacy Advisors, LLC | 9,486 | $392.7K | 0.05% | +953+11.2% | Added |
| MSH Capital Advisors LLC | 9,707 | $391.6K | 0.15% | −2,088−17.7% | Reduced |
| Schmidt P J Investment Management Inc | 9,691 | $389.6K | 0.08% | +573+6.3% | Added |
| Edge Capital Group, LLC | 9,622 | $388.2K | 0.02% | −1,392−12.6% | Reduced |
| Fidelity D & D Bancorp Inc | 9,616 | $387.9K | 0.30% | −544−5.4% | Reduced |
| C2C Wealth Management, LLC | 9,652 | $387.8K | 0.33% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 9,610 | $387.7K | 0.12% | +9,610 | New |
| Icon Wealth Advisors, LLC | 9,586 | $386.7K | 0.04% | +9,586 | New |
| Schnieders Capital Management LLC | 9,562 | $385.7K | 0.09% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 9,523 | $385.3K | 0.06% | +3,698+63.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,521 | $384.1K | 0.02% | −415−4.2% | Reduced |
| Choate Investment Advisors | 9,505 | $383.4K | 0.01% | −834−8.1% | Reduced |
| WMS Partners, LLC | 9,500 | $383.2K | 0.03% | +106+1.1% | Added |
| Evergreen Capital Management LLC | 9,152 | $383.1K | 0.02% | −12,517−57.8% | Reduced |
| Symmetry Partners, LLC | 9,539 | $383.0K | 0.02% | −3,569−27.2% | Reduced |
| Strait & Sound Wealth Management LLC | 9,385 | $382.3K | 0.24% | −360−3.7% | Reduced |
| Los Angeles Capital Management LLC | 9,459 | $381.6K | 0.00% | −81,721−89.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 9,457 | $381.5K | 0.16% | −9,278−49.5% | Reduced |