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 |
|---|---|---|---|---|---|
| Dean Investment Associates, LLC | 149,405 | $6.03M | 0.86% | −57,693−27.9% | Reduced |
| Stony Point Wealth Management Inc. | 146,980 | $5.93M | 2.74% | +981+0.7% | Added |
| Savoir Faire Capital Management, L.P. | 145,994 | $5.89M | 2.56% | +18,107+14.2% | Added |
| Great Valley Advisor Group, Inc. | 145,470 | $5.87M | 0.21% | +421+0.3% | Added |
| First Manhattan Co | 142,830 | $5.76M | 0.02% | −107,815−43.0% | Reduced |
| Crossmark Global Holdings, Inc. | 141,771 | $5.72M | 0.12% | −2,988−2.1% | Reduced |
| Kentucky Retirement Systems | 141,511 | $5.71M | 0.18% | −129−0.1% | Reduced |
| Inlet Private Wealth, LLC | 140,649 | $5.67M | 1.74% | −4,045−2.8% | Reduced |
| Nomura Holdings Inc | 139,895 | $5.64M | 0.05% | +8,097+6.1% | Added |
| Vestcor Inc | 139,339 | $5.62M | 0.19% | −413−0.3% | Reduced |
| Maryland State Retirement & Pension System | 139,055 | $5.61M | 0.12% | +1,480+1.1% | Added |
| Windle Wealth, LLC | 138,045 | $5.57M | 3.91% | +3,117+2.3% | Added |
| Rafferty Asset Management, LLC | 137,234 | $5.54M | 0.02% | +5,025+3.8% | Added |
| Central Trust Co | 136,548 | $5.51M | 0.15% | −2,839−2.0% | Reduced |
| GTS Securities LLC | 135,862 | $5.48M | 0.12% | +124,679+1,114.9% | Added |
| Independent Advisor Alliance | 130,288 | $5.26M | 0.19% | −4,194−3.1% | Reduced |
| LVM Capital Management Ltd | 129,073 | $5.21M | 0.67% | −2,376−1.8% | Reduced |
| Toroso Investments, LLC | 128,485 | $5.18M | 0.12% | −20,664−13.9% | Reduced |
| Equitable Holdings, Inc. | 128,390 | $5.18M | 0.06% | +20,106+18.6% | Added |
| Stephens Inc | 126,969 | $5.12M | 0.09% | +40,342+46.6% | Added |
| Ritholtz Wealth Management | 126,070 | $5.09M | 0.20% | +76,932+156.6% | Added |
| Schwerin Boyle Capital Management Inc | 125,640 | $5.07M | 0.57% | −107,285−46.1% | Reduced |
| Valley National Advisers Inc | 124,670 | $5.03M | 0.80% | −7,642−5.8% | Reduced |
| Quantitative Investment Management, LLC | 124,460 | $5.02M | 0.29% | +124,460 | New |
| Kennon-Green & Company, LLC | 122,448 | $4.94M | 5.02% | −15,844−11.5% | Reduced |
| Symphony Financial, Ltd. Co. | 120,198 | $4.94M | 1.06% | +120,198 | New |
| Sowell Financial Services LLC | 117,886 | $4.87M | 0.26% | +4,479+3.9% | Added |
| KBC Group NV | 120,083 | $4.84M | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 114,707 | $4.82M | 0.50% | 00.0% | Unchanged |
| Hartford Investment Management Co | 119,256 | $4.81M | 0.18% | −4,068−3.3% | Reduced |
| ExodusPoint Capital Management, LP | 117,520 | $4.74M | 0.06% | +101,352+626.9% | Added |
| Mutual Advisors, LLC | 117,049 | $4.72M | 0.16% | +13,789+13.4% | Added |
| Investment Management Associates Inc | 116,954 | $4.72M | 1.82% | −2,268−1.9% | Reduced |
| Keystone Financial Planning, Inc. | 115,274 | $4.65M | 1.54% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 115,105 | $4.64M | 0.14% | −3,233−2.7% | Reduced |
| Avantax Advisory Services, Inc. | 114,570 | $4.62M | 0.05% | −10,164−8.1% | Reduced |
| Synergy Financial Management, LLC | 114,555 | $4.62M | 0.83% | +24,202+26.8% | Added |
| Sage Capital Advisors,llc | 113,659 | $4.59M | 1.48% | −352−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 113,640 | $4.58M | 0.08% | −65,888−36.7% | Reduced |
| KWMG, LLC | 112,706 | $4.55M | 0.53% | +2,267+2.1% | Added |
| Securian Asset Management, Inc | 112,014 | $4.52M | 0.13% | −15,335−12.0% | Reduced |
| JustInvest LLC | 110,898 | $4.47M | 0.11% | +23,268+26.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 110,893 | $4.47M | 1.52% | +602+0.5% | Added |
| Hyman Charles D | 110,726 | $4.47M | 0.27% | −18,959−14.6% | Reduced |
| First National Trust Co | 110,146 | $4.44M | 0.20% | −1,861−1.7% | Reduced |
| Hennessy Advisors Inc | 110,000 | $4.44M | 0.22% | −6,300−5.4% | Reduced |
| Whittier Trust Co | 109,514 | $4.42M | 0.07% | +2,587+2.4% | Added |
| M&G Investment Management Ltd | 110,210 | $4.41M | 0.03% | +15,349+16.2% | Added |
| Bokf, NA | 108,896 | $4.39M | 0.09% | −10,155−8.5% | Reduced |
| Regions Financial Corp | 108,687 | $4.38M | 0.04% | −4,193−3.7% | Reduced |
| GLOBALT Investments LLC | 108,122 | $4.36M | 0.18% | +108,122 | New |
| Louisiana State Employees Retirement System | 106,900 | $4.31M | 0.09% | −3,100−2.8% | Reduced |
| Stratos Wealth Advisors, LLC | 106,407 | $4.29M | 0.25% | −24,253−18.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 104,655 | $4.22M | 1.40% | +1,168+1.1% | Added |
| CWA Asset Management Group, LLC | 104,649 | $4.22M | 0.29% | −17,451−14.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 103,486 | $4.17M | 0.16% | −986−0.9% | Reduced |
| Principal Street Partners, LLC | 103,252 | $4.17M | 1.00% | −6,281−5.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 103,110 | $4.16M | 0.03% | +49,808+93.4% | Added |
| Ar Asset Management Inc | 103,076 | $4.16M | 1.09% | 00.0% | Unchanged |
| Fluent Financial, LLC | 102,968 | $4.15M | 2.47% | −78−0.1% | Reduced |
| SYSTM Wealth Solutions LLC | 101,480 | $4.14M | 0.57% | +12,782+14.4% | Added |
| Beacon Financial Group | 102,080 | $4.12M | 0.50% | −4,502−4.2% | Reduced |
| Hutner Capital Management Inc | 102,035 | $4.12M | 2.43% | −110−0.1% | Reduced |
| Tectonic Advisors LLC | 100,281 | $4.05M | 0.34% | +10,185+11.3% | Added |
| Steward Partners Investment Advisory, LLC | 99,832 | $4.03M | 0.05% | −15,483−13.4% | Reduced |
| Rbo & Co LLC | 99,648 | $4.02M | 0.69% | +4,060+4.2% | Added |
| Fifth Third Bancorp | 99,393 | $4.01M | 0.02% | −1,397−1.4% | Reduced |
| Shilanski & Associates, Inc. | 99,017 | $3.99M | 1.52% | +3,266+3.4% | Added |
| Umb Bank N A | 98,805 | $3.99M | 0.06% | −647−0.7% | Reduced |
| Tyche Wealth Partners LLC | 98,027 | $3.95M | 0.95% | +98,027 | New |
| Foundations Investment Advisors, LLC | 94,756 | $3.95M | 0.11% | −1,551−1.6% | Reduced |
| Coston, McIsaac & Partners | 97,361 | $3.93M | 1.37% | +941+1.0% | Added |
| Citadel Advisors LLC | 96,559 | $3.90M | 0.00% | +79,477+465.3% | Added |
| Grassi Investment Management | 95,386 | $3.85M | 0.40% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 95,182 | $3.84M | 0.06% | −113,661−54.4% | Reduced |
| Venture Visionary Partners LLC | 94,978 | $3.83M | 0.20% | −164−0.2% | Reduced |
| Hantz Financial Services, Inc. | 94,953 | $3.83M | 0.08% | −3,257−3.3% | Reduced |
| Brookstone Capital Management | 94,491 | $3.81M | 0.07% | +3,404+3.7% | Added |
| Baugh & Associates, LLC | 94,081 | $3.80M | 2.18% | −3,458−3.5% | Reduced |
| Scotia Capital Inc. | 93,321 | $3.76M | 0.02% | +7,787+9.1% | Added |
| MAI Capital Management | 93,150 | $3.76M | 0.05% | −2,197−2.3% | Reduced |
| Atria Investments LLC | 92,967 | $3.75M | 0.06% | −10,919−10.5% | Reduced |
| New Mexico Educational Retirement Board | 92,895 | $3.75M | 0.14% | 00.0% | Unchanged |
| Edmp, Inc. | 92,688 | $3.74M | 3.41% | +1,366+1.5% | Added |
| Aua Capital Management, LLC | 92,369 | $3.73M | 2.32% | +16,645+22.0% | Added |
| Heritage Wealth Advisors | 92,309 | $3.72M | 0.19% | +2,628+2.9% | Added |
| iA Global Asset Management Inc. | 92,230 | $3.72M | 0.09% | +25,854+39.0% | Added |
| Whittier Trust Co of Nevada Inc | 91,947 | $3.71M | 0.12% | +3,528+4.0% | Added |
| Highland Capital Management, LLC | 90,273 | $3.64M | 0.23% | +640+0.7% | Added |
| Ally Financial Inc. | 90,000 | $3.63M | 0.47% | +90,000 | New |
| Y-Intercept (Hong Kong) Ltd | 89,931 | $3.63M | 0.34% | +89,931 | New |
| SG Americas Securities, LLC | 88,090 | $3.55M | 0.04% | −109,525−55.4% | Reduced |
| Ascent Group, LLC | 86,469 | $3.51M | 0.33% | −180−0.2% | Reduced |
| Altrius Capital Management Inc | 86,620 | $3.49M | 0.97% | +3,246+3.9% | Added |
| Johnson Investment Counsel Inc | 86,552 | $3.49M | 0.04% | +1,622+1.9% | Added |
| Peapack Gladstone Financial Corp | 86,434 | $3.49M | 0.06% | −13,146−13.2% | Reduced |
| Park Circle Co | 86,050 | $3.47M | 3.35% | −2,000−2.3% | Reduced |
| Elequin Capital LP | 85,800 | $3.46M | 1.04% | +85,800 | New |
| Sheaff Brock Investment Advisors, LLC | 84,973 | $3.43M | 0.31% | +5,772+7.3% | Added |
| Massmutual Trust Co FSB | 84,755 | $3.42M | 0.11% | −16,122−16.0% | Reduced |