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 |
|---|---|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 7,994 | $322.5K | 0.14% | +1,027+14.7% | Added |
| Bouchey Financial Group Ltd | 7,972 | $322.4K | 0.03% | −184−2.3% | Reduced |
| Sentry LLC | 7,987 | $322.2K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 7,976 | $321.8K | 0.07% | +1,126+16.4% | Added |
| Old Second National Bank of Aurora | 7,969 | $321.5K | 0.09% | −40−0.5% | Reduced |
| SP Asset Management LLC | 7,965 | $321.3K | 0.03% | +173+2.2% | Added |
| Azimuth Capital Investment Management LLC | 7,950 | $320.7K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,944 | $320.5K | 0.03% | +7,944 | New |
| Cypress Wealth Services, LLC | 7,919 | $319.5K | 0.08% | −505−6.0% | Reduced |
| EHP Funds Inc. | 7,900 | $318.7K | 0.16% | +200+2.6% | Added |
| Pflug Koory, LLC | 7,857 | $317.0K | 0.17% | +190+2.5% | Added |
| Harvey Investment Co LLC | 7,833 | $316.0K | 0.04% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 7,802 | $314.7K | 0.08% | +7,802 | New |
| Plan Group Financial, LLC | 7,734 | $312.0K | 0.27% | +586+8.2% | Added |
| Prossimo Advisors, LLC | 7,678 | $310.0K | 0.66% | −320−4.0% | Reduced |
| EPG Wealth Management LLC | 7,702 | $309.8K | 0.08% | +51+0.7% | Added |
| Laidlaw Wealth Management LLC | 7,658 | $308.9K | 0.11% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 7,616 | $307.2K | 0.04% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 7,603 | $306.7K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 7,554 | $304.7K | 0.03% | −1,395−15.6% | Reduced |
| Berger Financial Group, Inc | 7,537 | $304.1K | 0.03% | +52+0.7% | Added |
| Wealth Quarterback LLC | 7,527 | $303.6K | 0.19% | −543−6.7% | Reduced |
| Blue Chip Partners, Inc. | 7,492 | $302.2K | 0.03% | −4,888−39.5% | Reduced |
| Fidelis Capital Partners, LLC | 7,442 | $300.2K | 0.07% | +2,527+51.4% | Added |
| Lane & Associates LLC | 7,422 | $299.4K | 0.22% | −611−7.6% | Reduced |
| Creative Financial Designs Inc | 7,379 | $297.7K | 0.03% | +293+4.1% | Added |
| Opal Wealth Advisors, LLC | 7,379 | $297.7K | 0.12% | −143−1.9% | Reduced |
| Smith Anglin Financial, LLC | 7,375 | $297.5K | 0.03% | +832+12.7% | Added |
| Holland Advisory Services, Inc. | 7,368 | $297.2K | 0.34% | +168+2.3% | Added |
| Human Investing LLC | 7,363 | $297.0K | 0.06% | −2,223−23.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 7,332 | $295.8K | 0.06% | +262+3.7% | Added |
| Howland Capital Management LLC | 7,131 | $294.7K | 0.02% | −300−4.0% | Reduced |
| Hills Bank & Trust Co | 7,303 | $294.6K | 0.03% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 7,302 | $294.6K | 0.09% | −70−0.9% | Reduced |
| Premier Path Wealth Partners, LLC | 7,301 | $294.5K | 0.07% | +7,301 | New |
| LJI Wealth Management, LLC | 7,300 | $294.5K | 0.08% | +1,900+35.2% | Added |
| First Financial Corp | 7,297 | $294.4K | 0.15% | +35+0.5% | Added |
| Taylor Financial Group, Inc. | 7,289 | $294.0K | 0.24% | +7,289 | New |
| Gries Financial LLC | 7,272 | $293.4K | 0.06% | +646+9.7% | Added |
| Modern Wealth Management, LLC | 7,269 | $293.2K | 0.04% | +7,269 | New |
| Equitable Trust Co | 7,267 | $293.2K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 7,250 | $292.5K | 0.07% | −12−0.2% | Reduced |
| Centerpoint Advisors, LLC | 7,245 | $292.0K | 0.11% | −582−7.4% | Reduced |
| Pure Financial Advisors, Inc. | 7,226 | $291.5K | 0.01% | +327+4.7% | Added |
| Investment Advisory Group, LLC | 7,201 | $290.5K | 0.13% | −404−5.3% | Reduced |
| HHM Wealth Advisors, LLC | 7,198 | $290.4K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 7,197 | $290.3K | 0.04% | +624+9.5% | Added |
| D. Scott Neal, Inc. | 7,000 | $289.2K | 0.26% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 7,164 | $289.0K | 0.01% | −166−2.3% | Reduced |
| Smith Shellnut Wilson LLC | 7,163 | $289.0K | 0.17% | 00.0% | Unchanged |
| Community Trust & Investment Co | 7,130 | $287.6K | 0.02% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 7,080 | $285.6K | 0.25% | +7,080 | New |
| Tocqueville Asset Management L.P. | 7,069 | $285.2K | 0.01% | −2,750−28.0% | Reduced |
| Silver Coast Investments LLC | 6,989 | $281.9K | 0.13% | +6,989 | New |
| Summit Wealth Partners, LLC | 6,982 | $281.6K | 0.07% | +27+0.4% | Added |
| APCM Wealth Management for Individuals | 6,949 | $280.3K | 0.05% | +6,949 | New |
| Sax Wealth Advisors, LLC | 6,932 | $279.6K | 0.05% | −5,956−46.2% | Reduced |
| Syon Capital LLC | 6,930 | $279.6K | 0.03% | −1,557−18.3% | Reduced |
| Ellis Investment Partners, LLC | 6,925 | $279.4K | 0.06% | +98+1.4% | Added |
| Platform Technology Partners | 6,883 | $279.1K | 0.11% | +1,625+30.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,902 | $278.4K | 0.01% | −4−0.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,893 | $278.1K | 0.14% | +29+0.4% | Added |
| Wade G W & Inc | 6,901 | $278.0K | 0.01% | +4+0.1% | Added |
| Register Financial Advisors LLC | 6,882 | $277.6K | 0.19% | +1,032+17.6% | Added |
| Krane Funds Advisors LLC | 6,860 | $276.7K | 0.01% | −5,642−45.1% | Reduced |
| Rodgers Brothers Inc. | 6,860 | $276.7K | 0.04% | 00.0% | Unchanged |
| Ted Buchan & Co | 6,856 | $276.6K | 0.20% | −1,354−16.5% | Reduced |
| First Financial Bank - Trust Division | 6,832 | $275.6K | 0.03% | −67−1.0% | Reduced |
| Yarger Wealth Strategies, LLC | 6,825 | $275.3K | 0.22% | +152+2.3% | Added |
| RS Crum Inc. | 6,805 | $274.5K | 0.08% | −700−9.3% | Reduced |
| Wendell David Associates Inc | 6,800 | $274.0K | 0.03% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 6,787 | $273.8K | 0.11% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6,775 | $273.3K | 0.04% | +173+2.6% | Added |
| Abbrea Capital, LLC | 6,608 | $273.0K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,752 | $272.4K | 0.05% | −4,460−39.8% | Reduced |
| Mayfair Advisory Group, LLC | 6,548 | $272.3K | 0.23% | −1,252−16.1% | Reduced |
| Eudaimonia Advisors LLC | 6,744 | $272.0K | 0.18% | −2,983−30.7% | Reduced |
| RFP Financial Group LLC | 6,732 | $271.6K | 0.11% | +155+2.4% | Added |
| Byrne Asset Management LLC | – | $271.4K | 0.21% | – | – |
| Plante Moran Financial Advisors, LLC | 6,664 | $268.8K | 0.03% | −341−4.9% | Reduced |
| Pinnacle Bancorp, Inc. | 6,659 | $268.6K | 0.09% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,648 | $268.2K | 0.02% | −489−6.9% | Reduced |
| Roundview Capital LLC | 6,646 | $268.1K | 0.02% | −20,034−75.1% | Reduced |
| Ballentine Partners, LLC | 6,643 | $268.0K | 0.01% | −7,762−53.9% | Reduced |
| Summit Financial, LLC | 6,479 | $267.7K | 0.02% | −40−0.6% | Reduced |
| TSFG, LLC | 6,623 | $267.0K | 0.08% | −131−1.9% | Reduced |
| WealthPlan Investment Management, LLC | 6,600 | $266.2K | 0.04% | −4,650−41.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,595 | $266.0K | 0.13% | −150−2.2% | Reduced |
| GeoWealth Management, LLC | 6,605 | $266.0K | 0.02% | +6,549+11,694.6% | Added |
| Lifeworks Advisors, LLC | 6,584 | $265.6K | 0.09% | −3,346−33.7% | Reduced |
| Callahan Advisors, LLC | 6,575 | $265.2K | 0.03% | −1,737−20.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,575 | $265.2K | 0.12% | −835−11.3% | Reduced |
| Pacitti Group Inc. | 6,503 | $264.6K | 0.16% | +51+0.8% | Added |
| Zullo Investment Group, Inc. | 6,559 | $264.6K | 0.14% | +264+4.2% | Added |
| Truvestments Capital LLC | 6,555 | $264.4K | 0.12% | −738−10.1% | Reduced |
| Tandem Investment Advisors, Inc. | 6,555 | $264.0K | 0.01% | +45+0.7% | Added |
| GYL Financial Synergies, LLC | 6,542 | $263.9K | 0.02% | +219+3.5% | Added |
| Financial Management Professionals, Inc. | 6,511 | $263.0K | 0.04% | −169−2.5% | Reduced |
| King Wealth | 6,522 | $263.0K | 0.05% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $262.2K | 0.09% | 00.0% | Unchanged |