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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 5,650 | $227.9K | 0.09% | −300−5.0% | Reduced |
| Bienville Capital Management, LLC | 5,500 | $227.3K | 0.07% | 00.0% | Unchanged |
| Univest Financial Corp | 5,630 | $227.1K | 0.07% | +300+5.6% | Added |
| First Heartland Consultants, Inc. | 5,605 | $226.0K | 0.03% | −3,049−35.2% | Reduced |
| Great Waters Wealth Management | 5,437 | $225.1K | 0.04% | +10.0% | Added |
| Guyasuta Investment Advisors Inc | 5,573 | $224.8K | 0.02% | −925−14.2% | Reduced |
| Requisite Capital Management, LLC | 5,440 | $224.8K | 0.06% | −1,813−25.0% | Reduced |
| Coombe, Bender & Co LLC | 5,571 | $224.7K | 0.14% | −19,724−78.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,571 | $224.7K | 0.00% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 5,569 | $224.7K | 0.27% | +5,569 | New |
| Atomi Financial Group, Inc. | 5,554 | $224.0K | 0.03% | −3,159−36.3% | Reduced |
| HC Advisors, LLC | 5,543 | $223.6K | 0.13% | +575+11.6% | Added |
| HTLF Bank | 5,528 | $223.0K | 0.03% | +5,528 | New |
| Executive Wealth Management, LLC | 5,523 | $222.8K | 0.02% | +431+8.5% | Added |
| Financial Advisory Service, Inc. | 5,518 | $222.6K | 0.02% | +213+4.0% | Added |
| Alterity Financial Group, LLC | 5,513 | $222.4K | 0.32% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 5,496 | $222.4K | 0.02% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,489 | $221.4K | 0.01% | +17+0.3% | Added |
| Bremer Bank National Association | 5,471 | $220.7K | 0.04% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 5,464 | $220.5K | 0.03% | +401+7.9% | Added |
| Webster Bank, N. A. | 5,463 | $220.4K | 0.03% | −346−6.0% | Reduced |
| Ingalls & Snyder LLC | 5,450 | $220.0K | 0.01% | −10.0% | Reduced |
| West Coast Financial LLC | 5,450 | $219.9K | 0.03% | +5,450 | New |
| Schechter Investment Advisors, LLC | 5,442 | $219.5K | 0.02% | −2,745−33.5% | Reduced |
| Letson Investment Management, Inc. | 5,440 | $219.4K | 0.10% | +5,440 | New |
| Fairfield, Bush & Co. | 5,440 | $219.4K | 0.13% | 00.0% | Unchanged |
| Day & Ennis, LLC | 5,431 | $219.1K | 0.08% | +78+1.5% | Added |
| Harbor Investment Advisory, LLC | 5,428 | $219.0K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,402 | $217.9K | 0.01% | −5,101−48.6% | Reduced |
| Birch Hill Investment Advisors LLC | 5,400 | $217.8K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,188 | $217.1K | 0.04% | +5,188 | New |
| Van Cleef Asset Management,Inc | 5,378 | $217.0K | 0.03% | −7,796−59.2% | Reduced |
| Cubic Asset Management, LLC | 5,368 | $216.5K | 0.06% | 00.0% | Unchanged |
| MBA Advisors LLC | 5,363 | $216.3K | 0.12% | −1,000−15.7% | Reduced |
| 626 Financial, LLC | 5,355 | $216.0K | 0.14% | −100−1.8% | Reduced |
| Bluesphere Advisors, LLC | 5,344 | $215.6K | 0.13% | +71+1.3% | Added |
| Oak Harbor Wealth Partners, LLC | 5,341 | $215.5K | 0.07% | −91−1.7% | Reduced |
| KCM Investment Advisors LLC | 5,338 | $215.3K | 0.01% | −225−4.0% | Reduced |
| Atlas Private Wealth Management | 5,301 | $213.8K | 0.10% | +213+4.2% | Added |
| Virtus Investment Advisers, Inc. | 5,260 | $212.2K | 0.16% | +5,260 | New |
| Jag Capital Management, LLC | 5,257 | $212.1K | 0.03% | +312+6.3% | Added |
| Callan Capital, LLC | 5,255 | $212.0K | 0.02% | +5,255 | New |
| May Barnhard Investments LLC | 5,244 | $211.6K | 0.11% | +5,244 | New |
| N.E.W. Advisory Services LLC | 5,236 | $211.2K | 0.03% | −1,521−22.5% | Reduced |
| Northstar Group, Inc. | 5,230 | $211.0K | 0.05% | −204−3.8% | Reduced |
| Allstate Corp | 5,219 | $210.5K | 0.01% | −832−13.7% | Reduced |
| Curi Capital | 5,212 | $210.2K | 0.03% | +264+5.3% | Added |
| Institute for Wealth Management, LLC. | 5,191 | $209.4K | 0.03% | +155+3.1% | Added |
| WealthShield Partners, LLC | 5,060 | $209.1K | 0.03% | −268−5.0% | Reduced |
| Wealthquest Corp | 5,148 | $207.7K | 0.02% | +48+0.9% | Added |
| J. L. Bainbridge & Co., Inc. | 5,145 | $207.6K | 0.03% | +124+2.5% | Added |
| TrueWealth Advisors, LLC | 5,143 | $207.5K | 0.08% | +5+0.1% | Added |
| ISAM Funds (UK) Ltd | 5,141 | $207.4K | 0.15% | +5,141 | New |
| Capital Investment Counsel, Inc | 5,127 | $206.8K | 0.04% | +243+5.0% | Added |
| Gradient Investments LLC | 5,126 | $206.8K | 0.00% | −83−1.6% | Reduced |
| Toth Financial Advisory Corp | 5,124 | $206.7K | 0.03% | −984−16.1% | Reduced |
| Coulter & Justus Financial Services, LLC | 5,111 | $206.2K | 0.14% | +5,111 | New |
| Nicolet Bankshares Inc | 5,110 | $206.1K | 0.06% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,087 | $205.2K | 0.03% | −250−4.7% | Reduced |
| Archer Investment Corp | 5,084 | $205.1K | 0.07% | −49−1.0% | Reduced |
| GFS Advisors, LLC | 5,092 | $205.0K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 5,081 | $205.0K | 0.03% | −365−6.7% | Reduced |
| Rockland Trust Co | 5,064 | $204.3K | 0.01% | −3,106−38.0% | Reduced |
| Smithfield Trust Co | 5,110 | $204.0K | 0.01% | −700−12.0% | Reduced |
| Prostatis Group LLC | 5,045 | $203.5K | 0.09% | −15−0.3% | Reduced |
| Mairs & Power Inc | 5,040 | $203.3K | 0.00% | +3+0.1% | Added |
| Vantage Financial Partners, LLC | 5,028 | $202.8K | 0.06% | +5,028 | New |
| Alta Advisers Ltd | 5,000 | $201.7K | 0.11% | 00.0% | Unchanged |
| Forthright Family Wealth Advisory LLC | 5,000 | $201.7K | 0.16% | +5,000 | New |
| Perennial Investment Advisors, LLC | 4,995 | $201.5K | 0.03% | −451−8.3% | Reduced |
| Greenhouse Wealth Management, LLC | 4,992 | $201.4K | 0.16% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,981 | $201.0K | 0.00% | −51,581−91.2% | Reduced |
| Vestor Capital, LLC | 4,994 | $201.0K | 0.02% | −239−4.6% | Reduced |
| Benjamin Edwards Inc | 4,971 | $201.0K | 0.04% | −162−3.2% | Reduced |
| WealthTrust Axiom LLC | 4,979 | $200.9K | 0.07% | +31+0.6% | Added |
| Calton & Associates, Inc. | 4,979 | $200.8K | 0.08% | −548−9.9% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,798 | $200.8K | 0.13% | +4,798 | New |
| Cardiff Park Advisors, LLC | 4,975 | $200.7K | 0.02% | −196−3.8% | Reduced |
| Barry Investment Advisors, LLC | 4,848 | $200.3K | 0.07% | +50+1.0% | Added |
| City Holding Co | 4,963 | $200.2K | 0.03% | −900−15.4% | Reduced |
| State of Wyoming | 4,921 | $198.5K | 0.04% | −1,286−20.7% | Reduced |
| AXS Investments LLC | 4,917 | $198.4K | 0.05% | −37−0.7% | Reduced |
| Mechanics Financial Corp | 4,915 | $198.3K | 0.11% | −1,878−27.6% | Reduced |
| Richardson Financial Services Inc. | 4,815 | $194.2K | 0.17% | +4,815 | New |
| Atwood & Palmer Inc | 4,808 | $194.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 4,485 | $181.0K | 0.00% | −258−5.4% | Reduced |
| EverSource Wealth Advisors, LLC | 4,476 | $180.6K | 0.02% | −16−0.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,438 | $179.1K | 0.11% | +196+4.6% | Added |
| Sound Income Strategies, LLC | 4,374 | $176.5K | 0.01% | −225−4.9% | Reduced |
| V-Square Quantitative Management LLC | 4,363 | $176.0K | 0.04% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 4,378 | $175.9K | 0.00% | +4,378 | New |
| Westside Investment Management, Inc. | 4,250 | $171.4K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40,711 | $169.8K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,199 | $169.4K | 0.01% | +385+10.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 4,193 | $169.1K | 0.04% | −280−6.3% | Reduced |
| Slocum, Gordon & Co LLP | 4,150 | $167.4K | 0.15% | +1,400+50.9% | Added |
| Blue Bell Private Wealth Management, LLC | 4,094 | $165.2K | 0.04% | −463−10.2% | Reduced |
| GW&K Investment Management, LLC | 3,998 | $161.0K | 0.00% | −296,154−98.7% | Reduced |
| Garde Capital, Inc. | 3,820 | $154.0K | 0.01% | −567−12.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,734 | $150.6K | 0.04% | +4+0.1% | Added |