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 | 2,357 | $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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 84,369 | $3.40M | 0.09% | −176,617−67.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 84,237 | $3.40M | 0.01% | +73,780+705.6% | Added |
| MainStreet Investment Advisors LLC | 84,129 | $3.39M | 0.38% | −8,393−9.1% | Reduced |
| Stock Yards Bank & Trust Co | 83,624 | $3.37M | 0.12% | −7,355−8.1% | Reduced |
| Financial Security Advisor, Inc. | 81,305 | $3.36M | 1.32% | +1,135+1.4% | Added |
| Formidable Asset Management, LLC | 83,287 | $3.36M | 0.73% | −2,646−3.1% | Reduced |
| Lincoln National Corp | 83,124 | $3.35M | 0.06% | −16,392−16.5% | Reduced |
| CX Institutional | 82,678 | $3.34M | 0.18% | +15,451+23.0% | Added |
| Good Life Advisors, LLC | 82,432 | $3.33M | 0.33% | +741+0.9% | Added |
| National Asset Management, Inc. | 80,248 | $3.31M | 0.09% | −11,546−12.6% | Reduced |
| Meitav Dash Investments Ltd | 80,703 | $3.31M | 0.05% | −48,929−37.7% | Reduced |
| CFM Wealth Partners LLC | 81,901 | $3.30M | 0.75% | +263+0.3% | Added |
| Wintrust Investments LLC | 81,192 | $3.27M | 0.32% | +23,609+41.0% | Added |
| Global Retirement Partners, LLC | 79,826 | $3.27M | 0.14% | +1,524+1.9% | Added |
| Cornerstone Wealth Group, LLC | 80,758 | $3.26M | 0.47% | +4,511+5.9% | Added |
| Slagle Financial, LLC | 160,380 | $3.24M | 1.85% | +82,572+106.1% | Added |
| Commonwealth Retirement Investments LLC | 79,335 | $3.20M | 1.70% | −42,290−34.8% | Reduced |
| Focus Financial Network Inc | 77,132 | $3.19M | 0.12% | +77,132 | New |
| Cypress Capital Group | 77,605 | $3.13M | 0.41% | +1,109+1.4% | Added |
| Clear Street Markets LLC | 77,600 | $3.13M | 1.26% | −194,500−71.5% | Reduced |
| Cornerstone Advisors, LLC | 77,300 | $3.12M | 0.14% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 77,267 | $3.12M | 0.34% | +34,386+80.2% | Added |
| Panagora Asset Management Inc | 76,515 | $3.09M | 0.02% | +3,827+5.3% | Added |
| Freestone Capital Holdings, LLC | 76,024 | $3.07M | 0.14% | −6,556−7.9% | Reduced |
| Apollon Wealth Management, LLC | 75,865 | $3.06M | 0.11% | +268+0.4% | Added |
| Baldwin Brothers Inc | 75,332 | $3.04M | 0.24% | −5,503−6.8% | Reduced |
| Dynamic Advisor Solutions LLC | 72,968 | $3.03M | 0.11% | −1,081−1.5% | Reduced |
| Integrated Wealth Concepts LLC | 74,591 | $3.01M | 0.05% | +322+0.4% | Added |
| HighPoint Advisor Group LLC | 69,543 | $3.01M | 0.22% | +69,543 | New |
| Hollencrest Capital Management | 74,515 | $3.01M | 0.28% | +350.0% | Added |
| Heritage Investors Management Corp | 73,580 | $2.97M | 0.11% | −532−0.7% | Reduced |
| Johnson Financial Group, Inc. | 71,150 | $2.94M | 0.16% | −37,709−34.6% | Reduced |
| Meyer Handelman Co | 72,682 | $2.93M | 0.11% | −26,150−26.5% | Reduced |
| Heritage Trust Co | 72,169 | $2.91M | 0.41% | −520−0.7% | Reduced |
| Merit Financial Group, LLC | 72,014 | $2.91M | 0.09% | −7,416−9.3% | Reduced |
| Jarislowsky, Fraser Ltd | 72,000 | $2.90M | 0.02% | −300−0.4% | Reduced |
| Metropolitan Life Insurance Co | 71,991 | $2.90M | 0.14% | −1,432−2.0% | Reduced |
| Citizens National Bank Trust Department | 71,442 | $2.88M | 0.73% | −1,805−2.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 71,288 | $2.88M | 1.34% | −42,742−37.5% | Reduced |
| Verition Fund Management LLC | 70,315 | $2.84M | 0.03% | −32,135−31.4% | Reduced |
| Glenview Trust Co | 69,452 | $2.80M | 0.07% | −3,936−5.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 69,309 | $2.80M | 0.76% | −1,854−2.6% | Reduced |
| Stokes Family Office, LLC | 69,002 | $2.78M | 0.38% | −11,266−14.0% | Reduced |
| Fernwood Investment Management, LLC | 68,738 | $2.77M | 0.91% | +3,181+4.9% | Added |
| Avantax Planning Partners, Inc. | 68,727 | $2.77M | 0.11% | −3,208−4.5% | Reduced |
| Clark Estates Inc | 68,400 | $2.76M | 0.47% | 00.0% | Unchanged |
| Man Group plc | 68,001 | $2.74M | 0.01% | – | – |
| Two Sigma Securities, LLC | 67,999 | $2.74M | 0.13% | +37,794+125.1% | Added |
| Aviva PLC | 67,990 | $2.74M | 0.01% | −120−0.2% | Reduced |
| Banque Cantonale Vaudoise | 67,727 | $2.73M | 0.12% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 67,649 | $2.73M | 0.26% | +4,640+7.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 67,145 | $2.71M | 1.29% | −2,052−3.0% | Reduced |
| Cornercap Investment Counsel Inc | 66,946 | $2.70M | 0.44% | −3,011−4.3% | Reduced |
| DFPG Investments, LLC | 65,092 | $2.69M | 0.21% | −2,358−3.5% | Reduced |
| Fred Alger Management, LLC | 66,289 | $2.67M | 0.01% | +7,435+12.6% | Added |
| Epoch Investment Partners, Inc. | 65,674 | $2.65M | 0.01% | −7,783−10.6% | Reduced |
| Park Avenue Securities LLC | 64,492 | $2.60M | 0.04% | −609−0.9% | Reduced |
| IFP Advisors, Inc | 63,971 | $2.58M | 0.12% | −11,680−15.4% | Reduced |
| Oak Thistle LLC | 63,867 | $2.58M | 0.74% | +35,357+124.0% | Added |
| Axxcess Wealth Management, LLC | 63,269 | $2.55M | 0.08% | +7,723+13.9% | Added |
| MONECO Advisors, LLC | 63,224 | $2.55M | 0.49% | +51,663+446.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 63,010 | $2.54M | 0.18% | −228−0.4% | Reduced |
| Texas Yale Capital Corp. | 62,868 | $2.54M | 0.12% | −23,400−27.1% | Reduced |
| Norinchukin Bank, The | 62,554 | $2.52M | 0.06% | −6,933−10.0% | Reduced |
| Haverford Trust Co | 62,120 | $2.51M | 0.03% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 61,784 | $2.49M | 0.39% | −15,960−20.5% | Reduced |
| Kavar Capital Partners Group, LLC | 61,774 | $2.49M | 0.28% | +30,577+98.0% | Added |
| Level Four Advisory Services, LLC | 61,765 | $2.49M | 0.14% | −702−1.1% | Reduced |
| Contrarius Investment Management Ltd | 61,691 | $2.49M | 0.13% | −4,141−6.3% | Reduced |
| Capital Square, LLC | 61,476 | $2.48M | 2.80% | −2,876−4.5% | Reduced |
| Verus Financial Partners, Inc. | 61,667 | $2.48M | 0.31% | +5,958+10.7% | Added |
| Financial Partners Group, LLC | 61,326 | $2.47M | 1.12% | +2,961+5.1% | Added |
| Investmark Advisory Group LLC | 60,429 | $2.44M | 1.43% | +1,361+2.3% | Added |
| Principal Securities, Inc. | 60,142 | $2.43M | 0.09% | +60,142 | New |
| KPP Advisory Services LLC | 60,067 | $2.42M | 2.13% | −14,314−19.2% | Reduced |
| Atlantic Union Bankshares Corp | 60,057 | $2.42M | 0.22% | +13,734+29.6% | Added |
| Pekin Hardy Strauss, Inc. | 59,862 | $2.41M | 0.36% | −8,831−12.9% | Reduced |
| Dana Investment Advisors, Inc. | 59,556 | $2.40M | 0.12% | −1,449−2.4% | Reduced |
| Concurrent Investment Advisors, LLC | 59,144 | $2.39M | 0.11% | +59,144 | New |
| Lowe Brockenbrough & Co Inc | 57,654 | $2.38M | 0.18% | −30,091−34.3% | Reduced |
| Bridges Investment Management Inc | 58,790 | $2.37M | 0.08% | +1,083+1.9% | Added |
| Shell Asset Management Co | 58,453 | $2.36M | 0.11% | +34,641+145.5% | Added |
| KMG Fiduciary Partners, LLC | 58,317 | $2.35M | 0.27% | +2,730+4.9% | Added |
| 3Chopt Investment Partners, LLC | 56,842 | $2.35M | 0.86% | +1,475+2.7% | Added |
| Federated Hermes, Inc. | 57,152 | $2.31M | 0.01% | −6,130−9.7% | Reduced |
| ProVise Management Group, LLC | 56,948 | $2.30M | 0.19% | −950−1.6% | Reduced |
| Tiaa Trust, National Association | 56,909 | $2.30M | 0.01% | −1,364−2.3% | Reduced |
| SeaCrest Wealth Management, LLC | 55,284 | $2.29M | 0.28% | −1,223−2.2% | Reduced |
| Coho Partners, Ltd. | 56,459 | $2.28M | 0.05% | −19,500−25.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 56,325 | $2.27M | 0.03% | −13,437−19.3% | Reduced |
| Credit Agricole S A | 56,291 | $2.27M | 0.05% | +39,599+237.2% | Added |
| Stratos Wealth Partners, LTD. | 56,234 | $2.27M | 0.04% | +1,031+1.9% | Added |
| Linden Thomas Advisory Services, LLC | 56,219 | $2.27M | 0.42% | +3,613+6.9% | Added |
| ORG Partners LLC | 56,191 | $2.27M | 0.38% | +28,241+101.0% | Added |
| Bogart Wealth, LLC | 55,927 | $2.26M | 0.13% | +250.0% | Added |
| Two Sigma Advisers, LP | 55,700 | $2.25M | 0.01% | −358,800−86.6% | Reduced |
| Allworth Financial LP | 55,289 | $2.23M | 0.02% | −1,273−2.3% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 55,256 | $2.23M | 1.65% | −5,094−8.4% | Reduced |
| HBW Advisory Services LLC | 55,142 | $2.22M | 0.42% | −1,519−2.7% | Reduced |
| Argent Trust Co | 54,964 | $2.22M | 0.11% | −28,774−34.4% | Reduced |