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
- 1,891
- +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
- 597 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 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 289,379 | $11.7M | 0.04% | −16,359−5.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 282,876 | $11.4M | 0.45% | +109,914+63.5% | Added |
| NorthRock Partners, LLC | 275,760 | $11.4M | 0.48% | +109,860+66.2% | Added |
| QRG Capital Management, Inc. | 282,138 | $11.4M | 0.17% | +39,619+16.3% | Added |
| Advisors Capital Management, LLC | 278,133 | $11.2M | 0.23% | −25,366−8.4% | Reduced |
| Illinois Municipal Retirement Fund | 276,585 | $11.2M | 0.19% | +71,026+34.6% | Added |
| Sapient Capital LLC | 269,705 | $11.1M | 0.29% | +269,705 | New |
| Torray LLC | 273,523 | $11.0M | 1.79% | −41,282−13.1% | Reduced |
| Neuberger Berman Group LLC | 265,686 | $10.7M | 0.01% | −45,649−14.7% | Reduced |
| Adams Asset Advisors, LLC | 265,562 | $10.7M | 1.44% | +15,951+6.4% | Added |
| Verity & Verity, LLC | 264,552 | $10.7M | 1.22% | −750.0% | Reduced |
| Beacon Pointe Advisors, LLC | 263,908 | $10.6M | 0.13% | +13,589+5.4% | Added |
| Public Employees Retirement Association of Colorado | 263,657 | $10.6M | 0.05% | −7,246−2.7% | Reduced |
| GW Henssler & Associates Ltd | 263,241 | $10.6M | 0.70% | −51,543−16.4% | Reduced |
| RMB Capital Management, LLC | 260,532 | $10.5M | 0.32% | +20,053+8.3% | Added |
| Brown Brothers Harriman & Co | 250,861 | $10.1M | 0.08% | −1,486,426−85.6% | Reduced |
| Centre Asset Management, LLC | 250,847 | $10.1M | 2.44% | −5,720−2.2% | Reduced |
| Capital Management Corp | 249,032 | $10.0M | 1.97% | +112,229+82.0% | Added |
| CIBC Private Wealth Group, LLC | 243,167 | $9.81M | 0.02% | −179−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 241,686 | $9.75M | 1.35% | −4,548−1.8% | Reduced |
| Worldquant Millennium Advisors LLC | 241,266 | $9.73M | 0.14% | −241,548−50.0% | Reduced |
| CIBC World Markets Inc. | 239,613 | $9.67M | 0.03% | −26,389−9.9% | Reduced |
| New York Life Investment Management LLC | 238,203 | $9.61M | 0.10% | −55,721−19.0% | Reduced |
| Regal Investment Advisors LLC | 237,744 | $9.59M | 0.73% | +23,716+11.1% | Added |
| Guggenheim Capital LLC | 234,838 | $9.47M | 0.07% | −1,577−0.7% | Reduced |
| Mutual of America Capital Management LLC | 233,909 | $9.44M | 0.11% | −11,654−4.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 230,568 | $9.30M | 0.15% | −11,475−4.7% | Reduced |
| Wolverine Trading, LLC | 230,114 | $9.28M | 0.07% | +211,259+1,120.4% | Added |
| Northwestern Mutual Wealth Management Co | 228,608 | $9.22M | 0.01% | −30,926−11.9% | Reduced |
| Korea Investment CORP | 228,555 | $9.22M | 0.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 228,008 | $9.20M | 0.20% | −8,200−3.5% | Reduced |
| Landscape Capital Management, L.L.C. | 227,712 | $9.19M | 0.82% | −24,052−9.6% | Reduced |
| ProShare Advisors LLC | 227,309 | $9.17M | 0.03% | −26,128−10.3% | Reduced |
| Trexquant Investment LP | 226,028 | $9.12M | 0.21% | +85,162+60.5% | Added |
| Walleye Capital LLC | 223,044 | $9.00M | 0.13% | −9,654−4.1% | Reduced |
| CWM, LLC | 220,511 | $8.89M | 0.05% | +40,075+22.2% | Added |
| Benedict Financial Advisors Inc | 218,751 | $8.82M | 2.40% | +2,248+1.0% | Added |
| Cubist Systematic Strategies, LLC | 217,619 | $8.78M | 0.11% | +217,619 | New |
| Glenmede Trust Co NA | 214,497 | $8.65M | 0.04% | −79,353−27.0% | Reduced |
| Systematic Alpha Investments, LLC | 212,638 | $8.58M | 0.38% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 211,782 | $8.54M | 0.07% | +6,085+3.0% | Added |
| Virtu Financial LLC | 209,849 | $8.46M | 0.67% | +84,096+66.9% | Added |
| Kingsview Wealth Management, LLC | 209,716 | $8.46M | 0.25% | +71,534+51.8% | Added |
| Gotham Asset Management, LLC | 208,979 | $8.43M | 0.16% | +44,508+27.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 208,607 | $8.42M | 0.11% | +1,368+0.7% | Added |
| GWM Advisors LLC | 208,431 | $8.41M | 0.08% | +18,072+9.5% | Added |
| GAM Holding AG | 208,442 | $8.41M | 0.63% | +7,194+3.6% | Added |
| Pathstone Holdings, LLC | 206,174 | $8.36M | 0.05% | +206,174 | New |
| British Columbia Investment Management Corp | 204,291 | $8.24M | 0.07% | +41,962+25.8% | Added |
| Tower Research Capital LLC (TRC) | 203,405 | $8.21M | 0.10% | +109,428+116.4% | Added |
| Cedar Wealth Management, LLC | 203,188 | $8.20M | 2.98% | −2,616−1.3% | Reduced |
| Wellington Management Group LLP | 201,868 | $8.14M | 0.00% | −179,350−47.0% | Reduced |
| Brown Advisory Inc | 199,675 | $8.05M | 0.01% | −19,349−8.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 199,639 | $8.05M | 1.53% | −8,092−3.9% | Reduced |
| Northern Oak Wealth Management Inc | 195,414 | $7.88M | 0.94% | −1,686−0.9% | Reduced |
| Cresset Asset Management, LLC | 191,284 | $7.88M | 0.05% | −6,336−3.2% | Reduced |
| Xponance, Inc. | 194,931 | $7.86M | 0.09% | +2,015+1.0% | Added |
| Advisory Services Network, LLC | 192,756 | $7.78M | 0.19% | −21,424−10.0% | Reduced |
| Oppenheimer & Co Inc | 191,109 | $7.71M | 0.14% | −26,204−12.1% | Reduced |
| Cetera Investment Advisers | 190,958 | $7.70M | 0.06% | −44,085−18.8% | Reduced |
| Thornburg Investment Management Inc | 187,900 | $7.58M | 0.11% | 00.0% | Unchanged |
| Walleye Trading LLC | 187,575 | $7.57M | 0.11% | +4,431+2.4% | Added |
| Synovus Financial Corp | 184,778 | $7.45M | 0.11% | −116,406−38.6% | Reduced |
| Capital International Inc | 180,514 | $7.28M | 0.11% | +99,002+121.5% | Added |
| Miller Howard Investments Inc | 180,000 | $7.26M | 0.25% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 177,679 | $7.17M | 0.03% | −15,867−8.2% | Reduced |
| WBI Investments | 177,514 | $7.16M | 1.43% | +82,350+86.5% | Added |
| Jacobs Levy Equity Management, Inc | 176,615 | $7.12M | 0.04% | +41,217+30.4% | Added |
| Viking Fund Management LLC | 176,600 | $7.12M | 1.39% | +25,300+16.7% | Added |
| Yousif Capital Management, LLC | 176,322 | $7.11M | 0.08% | −10,435−5.6% | Reduced |
| AlTi Global, Inc. | 175,743 | $7.10M | 0.22% | +175,743 | New |
| Busey Wealth Management | 175,187 | $7.07M | 0.27% | −4,765−2.6% | Reduced |
| Greylin Investment Mangement Inc | 174,026 | $7.02M | 1.21% | +12,802+7.9% | Added |
| Huntington National Bank | 172,353 | $6.95M | 0.06% | −148−0.1% | Reduced |
| Blair William & Co | 172,074 | $6.94M | 0.02% | −118,827−40.8% | Reduced |
| Kestra Private Wealth Services, LLC | 171,453 | $6.92M | 0.18% | +1,952+1.2% | Added |
| Intact Investment Management Inc. | 170,600 | $6.88M | 0.28% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 149,517 | $6.88M | 0.06% | +85,252+132.7% | Added |
| Pinnacle Financial Partners Inc | 170,525 | $6.88M | 0.16% | −47,423−21.8% | Reduced |
| Snowden Capital Advisors LLC | 168,962 | $6.82M | 0.26% | −16,084−8.7% | Reduced |
| HRT Financial LP | 168,668 | $6.80M | 0.05% | +168,668 | New |
| Brinker Capital Investments, LLC | 162,115 | $6.79M | 0.08% | −16,720−9.3% | Reduced |
| Orion Portfolio Solutions, LLC | 162,115 | $6.79M | 0.08% | −16,720−9.3% | Reduced |
| Newport Trust Co | 168,043 | $6.78M | 0.02% | −2,060−1.2% | Reduced |
| Private Advisor Group, LLC | 167,613 | $6.76M | 0.05% | +6,588+4.1% | Added |
| Empowered Funds, LLC | 166,525 | $6.72M | 0.17% | +136,063+446.7% | Added |
| Granite Bay Wealth Management, LLC | 162,036 | $6.70M | 0.06% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 165,121 | $6.66M | 0.99% | −31,812−16.2% | Reduced |
| Visionary Wealth Advisors | 164,698 | $6.64M | 0.49% | +2,821+1.7% | Added |
| Bard Financial Services, Inc. | 163,312 | $6.59M | 0.74% | +3,145+2.0% | Added |
| Atria Wealth Solutions, Inc. | 161,628 | $6.54M | 0.08% | +12,659+8.5% | Added |
| Point72 Asset Management, L.P. | 160,711 | $6.48M | 0.02% | −964,006−85.7% | Reduced |
| Daiwa Securities Group Inc. | 159,992 | $6.45M | 0.04% | +9,862+6.6% | Added |
| Janus Henderson Group PLC | 158,102 | $6.38M | 0.00% | −52,227−24.8% | Reduced |
| Old National Bancorp | 156,247 | $6.30M | 0.17% | −20,832−11.8% | Reduced |
| Sather Financial Group Inc | 155,600 | $6.28M | 0.46% | 00.0% | Unchanged |
| Keybank National Association | 155,294 | $6.26M | 0.03% | −1,622−1.0% | Reduced |
| Auxier Asset Management | 155,267 | $6.26M | 1.01% | −2,030−1.3% | Reduced |
| Insight Folios Inc | 151,716 | $6.12M | 2.65% | +7,148+4.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 151,533 | $6.11M | 0.71% | +114,033+304.1% | Added |