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 |
|---|---|---|---|---|---|
| Capital Insight Partners, LLC | 6,500 | $262.2K | 0.05% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 6,498 | $262.1K | 0.09% | −560−7.9% | Reduced |
| PFG Advisors | 6,498 | $262.1K | 0.02% | +68+1.1% | Added |
| Peoples Financial Services Corp. | 6,497 | $262.1K | 0.11% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 6,490 | $261.8K | 0.14% | 00.0% | Unchanged |
| West Bancorporation Inc | 6,468 | $260.9K | 0.17% | −124−1.9% | Reduced |
| Main Street Group, LTD | 6,466 | $260.8K | 0.09% | +6,466 | New |
| First County Bank | 6,465 | $260.8K | 0.13% | −25−0.4% | Reduced |
| CAP Partners, LLC | 6,459 | $260.5K | 0.26% | +6,459 | New |
| Jones Financial Companies LLLP | 6,453 | $260.3K | 0.00% | +811+14.4% | Added |
| Chicago Trust Co NA | 6,442 | $259.9K | 0.06% | −11,769−64.6% | Reduced |
| Concorde Asset Management, LLC | 6,431 | $259.4K | 0.18% | +66+1.0% | Added |
| Manchester Capital Management LLC | 6,430 | $259.4K | 0.03% | +180+2.9% | Added |
| Arden Trust Co | 6,402 | $258.3K | 0.04% | 00.0% | Unchanged |
| River Street Advisors LLC | 6,394 | $257.9K | 0.21% | 00.0% | Unchanged |
| Vicus Capital | 6,382 | $257.4K | 0.03% | −529−7.7% | Reduced |
| Clarus Group, Inc. | 6,349 | $256.1K | 0.19% | −42−0.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,346 | $256.0K | 0.12% | −268−4.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,185 | $255.6K | 0.02% | +1,421+29.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 6,329 | $255.3K | 0.05% | +404+6.8% | Added |
| Mather Group, LLC. | 6,318 | $254.9K | 0.00% | −1,168−15.6% | Reduced |
| Almanack Investment Partners, LLC. | 6,314 | $254.7K | 0.05% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 6,300 | $254.1K | 0.04% | +953+17.8% | Added |
| Tompkins Financial Corp | 6,298 | $254.1K | 0.03% | −354−5.3% | Reduced |
| Frisch Financial Group, Inc. | 6,294 | $254.0K | 0.10% | −2,597−29.2% | Reduced |
| Driehaus Capital Management LLC | 6,280 | $253.3K | 0.00% | +6,280 | New |
| Consolidated Planning Corp | 6,273 | $253.0K | 0.05% | −8,293−56.9% | Reduced |
| Tritonpoint Wealth, LLC | 6,104 | $252.1K | 0.02% | +6,104 | New |
| Fortitude Advisory Group L.L.C. | 6,247 | $252.0K | 0.15% | +851+15.8% | Added |
| Marble Harbor Investment Counsel, LLC | 6,246 | $252.0K | 0.03% | −2,000−24.3% | Reduced |
| Gratus Capital LLC | 6,206 | $250.3K | 0.01% | +141+2.3% | Added |
| Regent Peak Wealth Advisors LLC | 6,198 | $250.0K | 0.07% | −442−6.7% | Reduced |
| Triangle Securities Wealth Management | 6,188 | $249.6K | 0.08% | 00.0% | Unchanged |
| Charter Trust Co | 6,170 | $248.9K | 0.02% | +100+1.6% | Added |
| Angeles Investment Advisors, LLC | 6,166 | $248.7K | 0.01% | +140+2.3% | Added |
| Apeiron RIA LLC | 6,159 | $248.5K | 0.08% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 6,145 | $248.0K | 0.02% | −900−12.8% | Reduced |
| Augustine Asset Management Inc | 6,143 | $247.8K | 0.11% | −11−0.2% | Reduced |
| Buckingham Strategic Partners | 6,138 | $247.6K | 0.01% | −6,256−50.5% | Reduced |
| Northeast Financial Group, Inc. | 6,133 | $247.4K | 0.12% | +326+5.6% | Added |
| Keeley-Teton Advisors, LLC | 6,120 | $246.9K | 0.03% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 6,117 | $246.8K | 0.01% | −208−3.3% | Reduced |
| Accuvest Global Advisors | 6,116 | $246.7K | 0.26% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 5,966 | $246.5K | 0.01% | 00.0% | Unchanged |
| Carson Advisory Inc. | 6,089 | $245.6K | 0.19% | −1,049−14.7% | Reduced |
| Compton Financial Group, LLC | 6,088 | $245.6K | 0.09% | +7+0.1% | Added |
| Defender Capital, LLC. | 6,086 | $245.5K | 0.09% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 6,075 | $245.1K | 0.14% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 6,079 | $245.0K | 0.09% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 6,065 | $244.7K | 0.02% | 00.0% | Unchanged |
| JSF Financial, LLC | 6,056 | $244.3K | 0.08% | +22+0.4% | Added |
| Center for Financial Planning, Inc. | 6,034 | $243.4K | 0.04% | 00.0% | Unchanged |
| Baxter Bros Inc | 6,030 | $243.3K | 0.03% | −438−6.8% | Reduced |
| MV Capital Management, Inc. | 6,028 | $243.2K | 0.03% | +315+5.5% | Added |
| Allen Capital Group, LLC | 6,011 | $242.5K | 0.04% | +10+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 6,002 | $242.1K | 0.02% | −2,516−29.5% | Reduced |
| Chiron Capital Management, LLC | 6,001 | $242.1K | 0.21% | −100−1.6% | Reduced |
| ADAR1 Capital Management, LLC | 6,000 | $242.0K | 0.11% | +6,000 | New |
| Towerpoint Wealth, LLC | 5,998 | $241.9K | 0.13% | +38+0.6% | Added |
| Donaldson Capital Management, LLC | 5,974 | $241.0K | 0.01% | −268−4.3% | Reduced |
| Affinity Capital Advisors, LLC | 5,969 | $240.8K | 0.06% | +398+7.1% | Added |
| Beck Mack & Oliver LLC | 5,928 | $239.1K | 0.01% | −175−2.9% | Reduced |
| Arrow Financial Corp | 5,922 | $238.9K | 0.02% | −50−0.8% | Reduced |
| Summit X, LLC | 5,914 | $238.6K | 0.07% | −482−7.5% | Reduced |
| Gratus Wealth Advisors, LLC | 5,905 | $238.2K | 0.05% | +5,905 | New |
| Trustmark National Bank Trust Department | 5,904 | $238.2K | 0.02% | −2,580−30.4% | Reduced |
| IPG Investment Advisors LLC | 5,750 | $237.6K | 0.05% | +5,750 | New |
| First United Bank Trust | 5,886 | $237.4K | 0.09% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 5,874 | $237.0K | 0.03% | +5,874 | New |
| Fort, L.P. | 5,863 | $236.5K | 0.58% | −51−0.9% | Reduced |
| Princeton Global Asset Management LLC | 5,861 | $236.4K | 0.06% | −500−7.9% | Reduced |
| First Citizens Bank & Trust Co | 5,856 | $236.2K | 0.00% | +630+12.1% | Added |
| Truepoint, Inc. | 5,854 | $236.1K | 0.01% | −708−10.8% | Reduced |
| Trustco Bank Corp N Y | 5,847 | $235.9K | 0.25% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5,605 | $235.7K | 0.07% | −1,635−22.6% | Reduced |
| 1st Source Bank | 5,842 | $235.7K | 0.01% | 00.0% | Unchanged |
| MBL Wealth, LLC | 5,840 | $235.6K | 0.03% | +116+2.0% | Added |
| CRA Financial Services, LLC | 5,839 | $235.5K | 0.06% | +31+0.5% | Added |
| Howard Financial Services, Ltd. | 5,836 | $235.4K | 0.05% | +351+6.4% | Added |
| Yacktman Asset Management LP | 5,800 | $234.0K | 0.00% | 00.0% | Unchanged |
| Cowa, LLC | 5,797 | $233.9K | 0.15% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,788 | $233.5K | 0.01% | +940+19.4% | Added |
| Schrum Private Wealth Management LLC | 5,788 | $233.5K | 0.33% | −106−1.8% | Reduced |
| Aberdeen Wealth Management LLC | 5,785 | $233.4K | 0.17% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,801 | $233.1K | 0.00% | +10.0% | Added |
| ZWJ Investment Counsel Inc | 5,775 | $233.0K | 0.01% | 00.0% | Unchanged |
| Manchester Financial Inc | 5,760 | $232.4K | 0.06% | −2,326−28.8% | Reduced |
| Kornitzer Capital Management Inc | 5,752 | $232.0K | 0.00% | −59−1.0% | Reduced |
| Legacy Financial Advisors, Inc. | 5,751 | $232.0K | 0.04% | +424+8.0% | Added |
| Connable Office Inc | 5,746 | $231.8K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,736 | $231.4K | 0.05% | −4,208−42.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,736 | $231.4K | 0.02% | −569−9.0% | Reduced |
| Midwest Financial Group LLC | 5,725 | $231.0K | 0.17% | −1,000−14.9% | Reduced |
| Retirement Group, LLC | 5,711 | $230.4K | 0.09% | −861−13.1% | Reduced |
| Axim Planning & Wealth | 5,711 | $230.4K | 0.21% | −1,010−15.0% | Reduced |
| Strategic Financial Concepts, LLC | 5,709 | $230.3K | 0.14% | −3,802−40.0% | Reduced |
| Ervin Investment Management, LLC | 5,700 | $229.9K | 0.18% | −100−1.7% | Reduced |
| Keystone Financial Group | 5,684 | $229.3K | 0.04% | −1,130−16.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 5,660 | $228.3K | 0.20% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 5,653 | $228.1K | 0.01% | +5,653 | New |