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 |
|---|---|---|---|---|---|
| Ridgepath Capital Management LLC | 9,456 | $381.4K | 0.73% | +9,456 | New |
| Parkside Financial Bank & Trust | 9,453 | $381.3K | 0.07% | −1,853−16.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,445 | $381.0K | 0.04% | +349+3.8% | Added |
| Philip James Wealth Mangement, LLC | 9,445 | $381.0K | 0.30% | +9,445 | New |
| Bedel Financial Consulting, Inc. | 9,441 | $380.9K | 0.07% | +21+0.2% | Added |
| Lake Street Advisors Group, LLC | 9,128 | $378.1K | 0.02% | −2,062−18.4% | Reduced |
| Enzi Wealth | 9,397 | $378.0K | 0.18% | +9,397 | New |
| McElhenny Sheffield Capital Management, LLC | 9,369 | $377.9K | 0.15% | −185−1.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,343 | $376.9K | 0.03% | −40,417−81.2% | Reduced |
| Graypoint LLC | 9,300 | $375.2K | 0.03% | −2,424−20.7% | Reduced |
| Davis R M Inc | 9,300 | $375.2K | 0.01% | +1,079+13.1% | Added |
| Intrua Financial, LLC | 9,274 | $374.1K | 0.06% | −352−3.7% | Reduced |
| Home Federal Bank of Tennessee | 9,265 | $373.8K | 0.13% | 00.0% | Unchanged |
| Cercano Management LLC | 9,256 | $373.4K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 9,219 | $371.9K | 0.09% | −1,150−11.1% | Reduced |
| Brown Miller Wealth Management, LLC | 9,200 | $371.1K | 0.19% | −2,564−21.8% | Reduced |
| Anchor Investment Management, LLC | 9,196 | $371.0K | 0.04% | +288+3.2% | Added |
| Greatmark Investment Partners, Inc. | 9,174 | $370.1K | 0.06% | −1,325−12.6% | Reduced |
| Skyline Advisors, Inc. | 9,134 | $368.5K | 0.18% | +9,134 | New |
| Cito Capital Group, LLC | 8,900 | $368.0K | 0.16% | 00.0% | Unchanged |
| Washington Trust Co | 9,120 | $367.9K | 0.01% | −346−3.7% | Reduced |
| Cape Investment Advisory, Inc. | 9,111 | $367.5K | 0.18% | +1,326+17.0% | Added |
| Stephens Consulting, LLC | 9,103 | $367.2K | 0.12% | −141−1.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,103 | $367.2K | 0.03% | +1,130+14.2% | Added |
| Indie Asset Partners, LLC | 9,094 | $366.9K | 0.33% | −1,467−13.9% | Reduced |
| Staley Capital Advisers Inc | 9,078 | $366.2K | 0.02% | −1,037−10.3% | Reduced |
| Baader Bank INC | 9,395 | $364.5K | 0.03% | +9,395 | New |
| CFO4Life Group, LLC | 9,018 | $363.8K | 0.07% | +6+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 9,015 | $363.7K | 0.10% | +100+1.1% | Added |
| NJ State Employees Deferred Compensation Plan | 9,000 | $363.1K | 0.05% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 8,981 | $362.3K | 0.02% | +31+0.3% | Added |
| Main Street Financial Solutions, LLC | 8,973 | $362.0K | 0.05% | +64+0.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $361.8K | 0.09% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 8,958 | $361.4K | 0.14% | +1,511+20.3% | Added |
| Accredited Investors Inc. | 8,956 | $361.3K | 0.03% | +20.0% | Added |
| Gold Investment Management Ltd. | 8,948 | $361.0K | 0.15% | +8,948 | New |
| Armstrong Advisory Group, Inc | 8,936 | $360.5K | 0.03% | −112−1.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 8,868 | $357.7K | 0.30% | +224+2.6% | Added |
| Strategic Advisors LLC | 8,865 | $357.6K | 0.07% | +8,865 | New |
| Capital Analysts, LLC | 8,852 | $357.0K | 0.02% | −5,813−39.6% | Reduced |
| Sterling Investment Counsel, LLC | 8,847 | $356.9K | 0.18% | +210+2.4% | Added |
| Bank Ozk | 8,814 | $355.6K | 0.17% | −136−1.5% | Reduced |
| Wellington Shields & Co., LLC | 8,807 | $355.3K | 0.13% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 8,765 | $353.6K | 0.20% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 8,752 | $353.1K | 0.18% | +8,752 | New |
| Capital Advisors Wealth Management, LLC | 8,735 | $352.4K | 0.08% | +442+5.3% | Added |
| Systematic Portfolios LLC | 8,733 | $352.3K | 1.07% | +8,733 | New |
| Conning Inc. | 8,722 | $351.8K | 0.01% | 00.0% | Unchanged |
| ERn Financial, LLC | 8,696 | $351.7K | 0.07% | −212−2.4% | Reduced |
| One Wealth Advisors, LLC | 8,510 | $351.6K | 0.07% | −271−3.1% | Reduced |
| Wealth Alliance | 8,684 | $350.3K | 0.05% | −424−4.7% | Reduced |
| MQS Management LLC | 8,659 | $349.3K | 0.19% | −5,433−38.6% | Reduced |
| Clark Financial Services Group Inc | 8,623 | $348.0K | 0.45% | −115−1.3% | Reduced |
| PDS Planning, Inc | 8,622 | $347.8K | 0.04% | −1,027−10.6% | Reduced |
| SFMG, LLC | 8,619 | $347.7K | 0.03% | +40.0% | Added |
| Northwest Bancshares, Inc. | 8,598 | $346.8K | 0.06% | −1,200−12.2% | Reduced |
| Alliance Wealth Advisors, LLC | 8,592 | $346.6K | 0.23% | −4,981−36.7% | Reduced |
| Vivaldi Capital Management, LLC | 8,602 | $346.1K | 0.10% | +636+8.0% | Added |
| Journey Strategic Wealth LLC | 8,578 | $346.0K | 0.02% | +8,578 | New |
| Telos Capital Management, Inc. | 8,570 | $345.7K | 0.04% | +8,570 | New |
| Farmers Trust Co | 8,545 | $344.7K | 0.07% | −56−0.7% | Reduced |
| Monticello Wealth Management, LLC | 8,540 | $344.5K | 0.03% | −504−5.6% | Reduced |
| IFG Advisors, LLC | 8,525 | $343.9K | 0.10% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 8,501 | $342.9K | 0.23% | +119+1.4% | Added |
| Financial Advisors Network, Inc. | 8,478 | $342.0K | 0.07% | +3,601+73.8% | Added |
| Weiss Asset Management LP | 8,465 | $341.5K | 0.02% | +8,465 | New |
| San Luis Wealth Advisors LLC | 8,455 | $341.0K | 0.14% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 8,439 | $340.4K | 0.20% | +100+1.2% | Added |
| Monetary Management Group Inc | 8,400 | $338.9K | 0.11% | +3,000+55.6% | Added |
| Perritt Capital Management Inc | 8,387 | $338.3K | 0.19% | −5,350−38.9% | Reduced |
| Birmingham Capital Management Co Inc | 8,363 | $337.4K | 0.13% | −225−2.6% | Reduced |
| Smartleaf Asset Management LLC | 8,553 | $337.2K | 0.09% | +8,553 | New |
| Optimum Investment Advisors | 8,343 | $336.5K | 0.17% | −3,727−30.9% | Reduced |
| Cravens & Co Advisors, LLC | 8,336 | $336.3K | 0.29% | −1,522−15.4% | Reduced |
| FourThought Financial Partners, LLC | 8,334 | $336.2K | 0.04% | −185−2.2% | Reduced |
| D'Orazio & Associates, Inc. | 8,332 | $336.1K | 0.06% | −682−7.6% | Reduced |
| Midwest Heritage Bank, FSB | 8,322 | $335.7K | 0.23% | −486−5.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,292 | $334.5K | 0.09% | −81−1.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,269 | $333.6K | 0.04% | +1,954+30.9% | Added |
| Astoria Portfolio Advisors LLC. | 8,214 | $333.5K | 0.14% | −7,589−48.0% | Reduced |
| Crescent Grove Advisors, LLC | 8,079 | $332.6K | 0.04% | +8,079 | New |
| Cambridge Trust Co | 8,229 | $332.0K | 0.01% | −5,724−41.0% | Reduced |
| Holderness Investments Co | 8,228 | $331.9K | 0.09% | −273−3.2% | Reduced |
| Bristlecone Advisors, LLC | 8,183 | $330.1K | 0.03% | +1,946+31.2% | Added |
| Raleigh Capital Management Inc. | 8,179 | $330.0K | 0.15% | −187−2.2% | Reduced |
| GAMMA Investing LLC | 8,220 | $329.8K | 0.09% | +8,220 | New |
| Penserra Capital Management LLC | 8,184 | $329.0K | 0.01% | −1,751−17.6% | Reduced |
| Soltis Investment Advisors LLC | 8,152 | $328.8K | 0.04% | −1,546−15.9% | Reduced |
| Financial Perspectives, Inc | 8,148 | $328.7K | 0.13% | +20.0% | Added |
| WBH Advisory Inc | 8,147 | $328.6K | 0.04% | −47−0.6% | Reduced |
| Private Wealth Partners, LLC | 8,130 | $328.0K | 0.03% | 00.0% | Unchanged |
| Plancorp, LLC | 8,111 | $327.2K | 0.02% | −46−0.6% | Reduced |
| Cohen Investment Advisors LLC | 8,085 | $326.1K | 0.24% | −882−9.8% | Reduced |
| Sovereign Financial Group, Inc. | 8,071 | $325.6K | 0.10% | −2,761−25.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 8,057 | $325.0K | 0.09% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,044 | $324.5K | 0.06% | +515+6.8% | Added |
| Voya Financial Advisors, Inc. | 8,064 | $324.0K | 0.04% | −1,101−12.0% | Reduced |
| Wedmont Private Capital | 7,730 | $324.0K | 0.03% | −1,138−12.8% | Reduced |
| Belmont Capital, LLC | 8,014 | $323.3K | 0.14% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 8,000 | $323.0K | 0.01% | 00.0% | Unchanged |