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 |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 1,574 | $63.5K | 0.04% | +34+2.2% | Added |
| Colonial Trust Advisors | 1,563 | $63.1K | 0.01% | −2,493−61.5% | Reduced |
| Fortitude Family Office, LLC | 1,529 | $61.7K | 0.05% | +1,529 | New |
| Castleview Partners, LLC | 1,525 | $61.5K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,522 | $61.4K | 0.02% | +449+41.8% | Added |
| Horizon Bancorp Inc | 1,512 | $61.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,508 | $60.8K | 0.02% | +64+4.4% | Added |
| S.A. Mason LLC | 1,500 | $60.5K | 0.04% | −150−9.1% | Reduced |
| McClarren Financial Advisors, Inc. | 1,477 | $60.0K | 0.05% | +275+22.9% | Added |
| Thompson Investment Management, Inc. | 1,464 | $59.1K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,460 | $58.9K | 0.01% | −55−3.6% | Reduced |
| Barrett & Company, Inc. | 1,447 | $58.4K | 0.03% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,440 | $58.1K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,417 | $58.0K | 0.02% | +64+4.7% | Added |
| Sawyer & Company, Inc | 1,424 | $57.0K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,410 | $56.9K | 0.01% | +705+100.0% | Added |
| Quent Capital, LLC | 1,405 | $56.7K | 0.01% | +328+30.5% | Added |
| Stone House Investment Management, LLC | 1,395 | $56.3K | 0.02% | +32+2.3% | Added |
| Nalls Sherbakoff Group, LLC | 1,370 | $55.3K | 0.05% | +750+121.0% | Added |
| Tacita Capital Inc | 1,360 | $54.9K | 0.04% | −430−24.0% | Reduced |
| Partnership Wealth Management, LLC | 1,364 | $54.7K | 0.04% | +1,364 | New |
| Canton Hathaway, LLC | 1,340 | $54.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,321 | $53.3K | 0.01% | −123−8.5% | Reduced |
| Granite FO LLC | 1,302 | $52.5K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 1,300 | $52.4K | 0.06% | −30−2.3% | Reduced |
| Costello Asset Management, INC | 1,300 | $52.4K | 0.04% | 00.0% | Unchanged |
| LM Advisors LLC | 1,288 | $52.0K | 0.01% | +1,288 | New |
| Oliver Lagore Vanvalin Investment Group | 1,268 | $51.2K | 0.02% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,250 | $50.4K | 0.03% | +1,250 | New |
| Peoples Bank | 1,241 | $50.1K | 0.04% | +47+3.9% | Added |
| American State Bank (Iowa) | 1,220 | $49.2K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,215 | $49.0K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,180 | $48.9K | 0.02% | −34−2.8% | Reduced |
| Stephenson National Bank & Trust | 1,200 | $48.4K | 0.02% | 00.0% | Unchanged |
| Bleichroeder LP | 1,200 | $48.4K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,169 | $48.3K | 0.04% | +1,169 | New |
| Investment Research & Advisory Group, Inc. | 1,197 | $48.3K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 1,190 | $48.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,154 | $46.6K | 0.02% | +1,154 | New |
| Brown, Lisle/Cummings, Inc. | 1,148 | $46.3K | 0.02% | +723+170.1% | Added |
| Spotlight Asset Group, Inc. | 1,096 | $46.1K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,142 | $46.1K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,114 | $44.9K | 0.02% | −250−18.3% | Reduced |
| Glen Eagle Advisors, LLC | 1,092 | $44.1K | 0.01% | −25−2.2% | Reduced |
| Core Alternative Capital | 1,085 | $43.8K | 0.01% | −75−6.5% | Reduced |
| Scarborough Advisors, LLC | 1,083 | $43.7K | 0.01% | +1,083 | New |
| Tennessee Valley Asset Management Partners | 1,068 | $43.1K | 0.01% | +1,068 | New |
| Proffitt & Goodson Inc | 1,008 | $40.7K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 1,000 | $40.3K | 0.03% | +1,000 | New |
| Pingora Partners LLC | 1,000 | $40.3K | 0.04% | +1,000 | New |
| Northwest Capital Management Inc | 988 | $39.9K | 0.01% | −38−3.7% | Reduced |
| True Wealth Design, LLC | 985 | $39.7K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 966 | $39.0K | 0.01% | +5+0.5% | Added |
| SOA Wealth Advisors, LLC. | 964 | $38.9K | 0.01% | +10+1.0% | Added |
| Islay Capital Management, LLC | 960 | $38.7K | 0.03% | +118+14.0% | Added |
| Bruce G. Allen Investments, LLC | 955 | $38.5K | 0.04% | +955 | New |
| Private Wealth Management Group, LLC | 946 | $38.2K | 0.02% | +946 | New |
| Baystate Wealth Management LLC | 938 | $37.9K | 0.00% | −114−10.8% | Reduced |
| Founders Capital Management | 934 | $37.7K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 928 | $37.0K | 0.02% | +13+1.4% | Added |
| Newton One Investments LLC | 902 | $36.4K | 0.02% | +20+2.3% | Added |
| Wolff Wiese Magana LLC | 873 | $35.2K | 0.03% | −196−18.3% | Reduced |
| Louisbourg Investments Inc. | 860 | $34.7K | 0.01% | +860 | New |
| Winch Advisory Services, LLC | 856 | $34.5K | 0.01% | +19+2.3% | Added |
| CGC Financial Services, LLC | 850 | $34.3K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 800 | $33.1K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 785 | $32.0K | 0.02% | +3+0.4% | Added |
| PSI Advisors, LLC | 760 | $30.7K | 0.01% | +165+27.7% | Added |
| Iron Horse Wealth Management, LLC | 759 | $30.6K | 0.01% | +15+2.0% | Added |
| Zions Bancorporation, N.A. | 745 | $30.1K | 0.00% | +10+1.4% | Added |
| Ulland Investment Advisors, LLC | 742 | $30.0K | 0.03% | −170−18.6% | Reduced |
| DAGCO, Inc. | 741 | $29.9K | 0.03% | +741 | New |
| Dynamic Wealth Strategies, LLC | 741 | $29.9K | 0.03% | +741 | New |
| Able Wealth Management LLC | 737 | $29.7K | 0.03% | +737 | New |
| Tortoise Investment Management, LLC | 709 | $28.6K | 0.00% | −151−17.6% | Reduced |
| ZRC Wealth Management, LLC | 677 | $28.5K | 0.02% | +273+67.6% | Added |
| Pineridge Advisors LLC | 703 | $28.4K | 0.01% | +703 | New |
| Bray Capital Advisors | 695 | $28.0K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 681 | $27.5K | 0.02% | +681 | New |
| Hobbs Group Advisors, LLC | 665 | $26.8K | 0.01% | +665 | New |
| Ruedi Wealth Management, Inc. | 650 | $26.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 645 | $26.0K | 0.02% | −56−8.0% | Reduced |
| Nemes Rush Group LLC | 642 | $25.9K | 0.00% | +6+0.9% | Added |
| Altshuler Shaham Ltd | 616 | $24.8K | 0.00% | −7−1.1% | Reduced |
| Pacifica Partners Inc. | 578 | $24.6K | 0.01% | +7+1.2% | Added |
| IAG Wealth Partners, LLC | 601 | $24.3K | 0.01% | +160+36.3% | Added |
| Ritter Daniher Financial Advisory LLC | 600 | $24.2K | 0.01% | −900−60.0% | Reduced |
| Northwest Bank & Trust Co | 600 | $24.2K | 0.02% | +600 | New |
| Pacific Capital Wealth Advisors, Inc | 597 | $24.1K | 0.01% | +597 | New |
| Atlantic Edge Private Wealth Management, LLC | 583 | $23.5K | 0.01% | +583 | New |
| West Paces Advisors Inc. | 579 | $23.4K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 570 | $23.0K | 0.01% | +6+1.1% | Added |
| Transcendent Capital Group LLC | 548 | $22.1K | 0.01% | +548 | New |
| FSA Wealth Management LLC | 552 | $22.0K | 0.01% | +552 | New |
| Bourgeon Capital Management LLC | 542 | $21.9K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 515 | $21.3K | 0.00% | −10,179−95.2% | Reduced |
| Cornerstone Planning Group LLC | 525 | $21.2K | 0.01% | −231−30.6% | Reduced |
| Bromfield Sneider Wealth Advisors | 519 | $20.9K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 500 | $20.7K | 0.02% | +500 | New |
| Planned Solutions, Inc. | 500 | $20.2K | 0.01% | −4,300−89.6% | Reduced |