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; 2,575 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $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 |
|---|---|---|---|---|---|
| PFS Partners, LLC | 3,667 | $147.9K | 0.10% | +84+2.3% | Added |
| Union Savings Bank | 3,626 | $146.3K | 0.08% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 3,624 | $146.2K | 0.06% | −29−0.8% | Reduced |
| JJJ Advisors Inc. | 3,520 | $145.4K | 0.04% | +18+0.5% | Added |
| Glassman Wealth Services | 3,601 | $145.3K | 0.02% | +28+0.8% | Added |
| LGT Financial Advisors LLC | 3,600 | $145.2K | 0.18% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3,500 | $144.6K | 0.02% | +3,500 | New |
| Greenwood Gearhart Inc | 3,575 | $144.2K | 0.02% | +3,575 | New |
| Dividend Assets Capital, LLC | 3,566 | $144.0K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3,560 | $143.6K | 0.10% | −190−5.1% | Reduced |
| Piscataqua Savings Bank | 3,547 | $143.1K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,550 | $143.0K | 0.07% | +300+9.2% | Added |
| Bellevue Asset Management, LLC | 3,538 | $142.7K | 0.13% | −254−6.7% | Reduced |
| Community Bank, N.A. | 3,537 | $142.7K | 0.02% | −824−18.9% | Reduced |
| Strategic Investment Solutions, Inc. | 3,515 | $141.8K | 0.02% | −116,931−97.1% | Reduced |
| MB, Levis & Associates, LLC | 3,515 | $141.8K | 0.08% | +55+1.6% | Added |
| Indiana Trust & Investment Management CO | 3,473 | $140.1K | 0.06% | −2,275−39.6% | Reduced |
| Resources Management Corp | 3,470 | $140.0K | 0.02% | −325−8.6% | Reduced |
| Coppell Advisory Solutions LLC | 3,454 | $139.4K | 0.03% | +1,749+102.6% | Added |
| Acima Private Wealth, LLC | 3,452 | $139.3K | 0.05% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,379 | $138.2K | 0.06% | −194−5.4% | Reduced |
| American Capital Advisory, LLC | 3,413 | $137.7K | 0.10% | +3,413 | New |
| M&R Capital Management Inc | 3,410 | $137.6K | 0.03% | −185−5.1% | Reduced |
| Venturi Wealth Management, LLC | 3,399 | $137.1K | 0.01% | +668+24.5% | Added |
| Cherry Tree Wealth Management, LLC | 3,345 | $134.9K | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3,340 | $134.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,338 | $134.7K | 0.04% | +3,338 | New |
| Eagle Bay Advisors LLC | 3,330 | $134.3K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,245 | $131.0K | 0.02% | −98−2.9% | Reduced |
| Tucker Asset Management LLC | 3,234 | $130.5K | 0.03% | +1,914+145.0% | Added |
| Aspire Private Capital, LLC | 3,140 | $126.7K | 0.04% | +24+0.8% | Added |
| AlphaMark Advisors, LLC | 3,018 | $122.0K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,000 | $121.0K | 0.01% | +46+1.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $121.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2,998 | $120.9K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 2,998 | $120.9K | 0.03% | −968−24.4% | Reduced |
| Cypress Capital Management LLC (WY) | 2,900 | $119.8K | 0.13% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 2,931 | $118.2K | 0.06% | −578−16.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,905 | $117.2K | 0.02% | −198−6.4% | Reduced |
| Evermay Wealth Management LLC | 2,811 | $115.8K | 0.02% | −45−1.6% | Reduced |
| Chilton Capital Management LLC | 2,853 | $115.1K | 0.01% | −42−1.5% | Reduced |
| West Oak Capital, LLC | 2,740 | $113.0K | 0.05% | −100−3.5% | Reduced |
| Pittenger & Anderson Inc | 2,800 | $113.0K | 0.01% | +2,500+833.3% | Added |
| FSC Wealth Advisors, LLC | 2,719 | $109.7K | 0.08% | +477+21.3% | Added |
| Kelly Lawrence W & Associates Inc | 2,715 | $109.5K | 0.03% | −400−12.8% | Reduced |
| CNB Bank | 2,694 | $108.7K | 0.06% | −75−2.7% | Reduced |
| O'Dell Group, LLC | 2,664 | $107.5K | 0.03% | +2,664 | New |
| Atlas Capital Advisors LLC | 2,648 | $106.8K | 0.02% | −2,165−45.0% | Reduced |
| Sachetta, LLC | 2,572 | $106.2K | 0.05% | +2,572 | New |
| Planning Capital Management Corp | 2,608 | $105.2K | 0.08% | +2,608 | New |
| GHP Investment Advisors, Inc. | 2,597 | $104.8K | 0.01% | −337−11.5% | Reduced |
| Larson Financial Group LLC | 2,556 | $103.1K | 0.01% | −17−0.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,520 | $102.0K | 0.07% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 2,500 | $100.8K | 0.09% | +2,500 | New |
| Central Bank & Trust Co | 2,500 | $100.8K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,485 | $100.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,466 | $99.5K | 0.04% | +1,698+221.1% | Added |
| Addison Advisors LLC | 2,451 | $98.9K | 0.04% | −60−2.4% | Reduced |
| Prestige Wealth Management Group LLC | 2,383 | $98.5K | 0.02% | +10+0.4% | Added |
| American National Bank | 2,418 | $97.5K | 0.02% | −219−8.3% | Reduced |
| Field & Main Bank | 2,400 | $96.8K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,270 | $94.0K | 0.10% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,320 | $93.6K | 0.03% | −500−17.7% | Reduced |
| Quarry LP | 2,304 | $92.9K | 0.05% | +1,966+581.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 2,300 | $92.8K | 0.00% | −800−25.8% | Reduced |
| Norwood Financial Corp | 2,281 | $92.0K | 0.14% | 00.0% | Unchanged |
| Security National Bank | 2,267 | $91.5K | 0.02% | +2,267 | New |
| Highlander Capital Management, LLC | 2,237 | $90.2K | 0.03% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 2,227 | $89.8K | 0.05% | +2,227 | New |
| Abich Financial Wealth Management LLC | 2,162 | $87.2K | 0.08% | +2,162 | New |
| Missouri Trust & Investment Co | 2,100 | $84.7K | 0.03% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 2,055 | $82.9K | 0.08% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,037 | $82.2K | 0.03% | +132+6.9% | Added |
| Edmond de Rothschild Holding S.A. | 2,034 | $82.1K | 0.00% | +534+35.6% | Added |
| Avion Wealth | 2,034 | $82.0K | 0.02% | −10−0.5% | Reduced |
| Spectrum Wealth Counsel, LLC | 2,019 | $81.4K | 0.01% | +2,019 | New |
| Game Plan Financial Advisors, LLC | 2,000 | $80.7K | 0.05% | +2,000 | New |
| Neo Ivy Capital Management | 1,986 | $80.0K | 0.18% | +1,986 | New |
| Motco | 1,935 | $78.1K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,915 | $77.3K | 0.01% | +1,915 | New |
| Hazlett, Burt & Watson, Inc. | 1,918 | $77.0K | 0.05% | −2,201−53.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,907 | $76.9K | 0.03% | −39−2.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,890 | $76.2K | 0.01% | +8+0.4% | Added |
| Atticus Wealth Management, LLC | 1,870 | $75.4K | 0.03% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 1,860 | $75.0K | 0.01% | +1,860 | New |
| REAP Financial Group, LLC | 1,858 | $74.9K | 0.02% | +1,858 | New |
| Albion Financial Group | 1,856 | $74.9K | 0.01% | +10+0.5% | Added |
| United Community Bank | 1,843 | $74.3K | 0.03% | +1,843 | New |
| Basso Capital Management, L.P. | 1,814 | $73.2K | 0.08% | −1,916−51.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,771 | $71.0K | 0.04% | +1,771 | New |
| Cranbrook Wealth Management, LLC | 1,745 | $70.4K | 0.02% | −2,139−55.1% | Reduced |
| Pathway Financial Advisers, LLC | 1,743 | $70.3K | 0.03% | +143+8.9% | Added |
| Pacific Center for Financial Services | 1,732 | $69.9K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,600 | $67.3K | 0.07% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,665 | $67.2K | 0.04% | −1,109−40.0% | Reduced |
| EntryPoint Capital, LLC | 1,653 | $66.7K | 0.06% | +1,653 | New |
| AJOVista, LLC | 1,642 | $66.2K | 0.08% | +1,642 | New |
| BKM Wealth Management, LLC | 1,602 | $64.6K | 0.03% | +1,602 | New |
| Rockbridge Investment Management, LCC | 1,598 | $64.5K | 0.01% | +1,598 | New |
| Quintet Private Bank (Europe) S.A. | 1,580 | $63.7K | 0.00% | −14,617−90.2% | Reduced |