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 |
|---|---|---|---|---|---|
| Independent Solutions Wealth Management, LLC | 54,924 | $2.22M | 0.57% | +4,454+8.8% | Added |
| Founders Financial Alliance, LLC | 54,846 | $2.21M | 0.86% | +2,051+3.9% | Added |
| Redwood Investment Management, LLC | 54,526 | $2.20M | 0.20% | +3,161+6.2% | Added |
| Pinnacle Associates Ltd | 54,491 | $2.20M | 0.04% | +1,068+2.0% | Added |
| Trust Co of Virginia | 53,954 | $2.18M | 0.22% | −927−1.7% | Reduced |
| Sepio Capital, LP | 53,868 | $2.17M | 0.18% | −14,262−20.9% | Reduced |
| Marcum Wealth, LLC | 53,696 | $2.17M | 0.23% | −2,867−5.1% | Reduced |
| Sigma Planning Corp | 53,477 | $2.16M | 0.17% | −73,784−58.0% | Reduced |
| Clearstead Advisors, LLC | 53,316 | $2.15M | 0.11% | −163−0.3% | Reduced |
| Alaska Permanent Fund Corp | 53,375 | $2.15M | 0.04% | +1,775+3.4% | Added |
| Parthenon LLC | 53,295 | $2.15M | 0.30% | 00.0% | Unchanged |
| NBT Bank N A | 53,198 | $2.15M | 0.17% | +182+0.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 52,768 | $2.13M | 0.12% | −1,763−3.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 52,413 | $2.11M | 0.03% | +987+1.9% | Added |
| Associated Banc-Corp | 52,343 | $2.11M | 0.07% | −9,289−15.1% | Reduced |
| Groupama Asset Managment | 103,784 | $2.11M | 0.05% | +103,784 | New |
| Ieq Capital, LLC | 52,049 | $2.10M | 0.03% | +7,602+17.1% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 52,023 | $2.10M | 1.68% | −6,120−10.5% | Reduced |
| Ostrum Asset Management | 51,990 | $2.10M | 0.18% | +218+0.4% | Added |
| Hosking Partners LLP | 51,849 | $2.09M | 0.09% | −882−1.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 51,176 | $2.09M | 0.18% | +10,442+25.6% | Added |
| Kovack Advisors, Inc. | 51,706 | $2.09M | 0.25% | +1,861+3.7% | Added |
| Cohen Klingenstein LLC | 51,479 | $2.08M | 0.08% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 51,150 | $2.06M | 0.46% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 51,043 | $2.06M | 1.08% | −6,920−11.9% | Reduced |
| Hancock Whitney Corp | 51,036 | $2.06M | 0.08% | −9,245−15.3% | Reduced |
| Savant Capital, LLC | 50,877 | $2.05M | 0.03% | +1,119+2.2% | Added |
| Edgar Lomax Co | 50,740 | $2.05M | 0.13% | −3,600−6.6% | Reduced |
| Silvercrest Asset Management Group LLC | 50,626 | $2.04M | 0.01% | +1,061+2.1% | Added |
| CoreCap Advisors, LLC | 50,614 | $2.04M | 0.13% | +5,237+11.5% | Added |
| Verus Capital Partners, LLC | 50,603 | $2.04M | 0.25% | −608−1.2% | Reduced |
| Capital Investment Advisory Services, LLC | 49,970 | $2.02M | 0.19% | −10,582−17.5% | Reduced |
| Accurate Wealth Management, LLC | 48,403 | $2.01M | 0.63% | −1,104−2.2% | Reduced |
| Leelyn Smith, LLC | 49,428 | $1.99M | 0.44% | −3,117−5.9% | Reduced |
| Financial Sense Advisors, Inc. | 49,343 | $1.99M | 0.75% | +1,535+3.2% | Added |
| Hunter Associates Investment Management LLC | 49,475 | $1.99M | 0.36% | +1,367+2.8% | Added |
| Strategic Investment Advisors | 49,138 | $1.98M | 0.29% | +15,771+47.3% | Added |
| Proequities, Inc. | 47,628 | $1.97M | 0.14% | −959−2.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 48,772 | $1.97M | 0.04% | +3,344+7.4% | Added |
| Group One Trading, L.P. | 48,498 | $1.96M | 0.06% | −22,705−31.9% | Reduced |
| HB Wealth Management, LLC | 48,480 | $1.96M | 0.03% | −6,238−11.4% | Reduced |
| We Are One Seven, LLC | 48,271 | $1.95M | 0.11% | +9,308+23.9% | Added |
| Boothbay Fund Management, LLC | 47,976 | $1.94M | 0.07% | +10,285+27.3% | Added |
| Metis Global Partners, LLC | 47,415 | $1.91M | 0.08% | −7,352−13.4% | Reduced |
| Prospera Financial Services Inc | 47,222 | $1.90M | 0.06% | +2,475+5.5% | Added |
| Sawtooth Solutions, LLC | 46,914 | $1.89M | 0.05% | −79−0.2% | Reduced |
| Hilltop Holdings Inc. | 46,614 | $1.88M | 0.21% | +5,415+13.1% | Added |
| Waters Parkerson & Co., LLC | 46,493 | $1.88M | 0.10% | +234+0.5% | Added |
| Stonegate Investment Group, LLC | 46,363 | $1.87M | 0.06% | −511−1.1% | Reduced |
| FJ Investments, LLC | 45,931 | $1.85M | 0.09% | +45,931 | New |
| Hartford Financial Management Inc. | 45,860 | $1.85M | 0.42% | −219−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 45,450 | $1.83M | 0.02% | −1,362−2.9% | Reduced |
| LVW Advisors, LLC | 45,399 | $1.83M | 0.34% | −15,689−25.7% | Reduced |
| Doliver Advisors, LP | 45,335 | $1.83M | 0.56% | −2,229−4.7% | Reduced |
| Assenagon Asset Management S.A. | 45,288 | $1.83M | 0.01% | −688,381−93.8% | Reduced |
| Independent Financial Group, LLC | 45,103 | $1.82M | 0.10% | +829+1.9% | Added |
| Bessemer Group Inc | 44,967 | $1.81M | 0.00% | +1,093+2.5% | Added |
| Vista Investment Partners LLC | 44,462 | $1.79M | 0.66% | +44,462 | New |
| FORA Capital, LLC | 44,445 | $1.79M | 0.15% | +44,445 | New |
| EFG Asset Management (Americas) Corp. | 44,169 | $1.78M | 0.38% | −811−1.8% | Reduced |
| Pitcairn Co | 44,013 | $1.78M | 0.13% | −13,955−24.1% | Reduced |
| Fisher Asset Management, LLC | 43,920 | $1.77M | 0.00% | −2,080−4.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 43,841 | $1.77M | 0.06% | −9,856−18.4% | Reduced |
| Confluence Wealth Services, Inc. | 43,815 | $1.77M | 0.19% | +3,311+8.2% | Added |
| Salem Investment Counselors Inc | 42,814 | $1.76M | 0.06% | −5,984−12.3% | Reduced |
| Simmons Bank | 43,708 | $1.76M | 0.14% | +2,181+5.3% | Added |
| BBR Partners, LLC | 43,260 | $1.75M | 0.18% | +33,754+355.1% | Added |
| United Capital Financial Advisers, LLC | 43,190 | $1.74M | 0.01% | +15,692+57.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 43,118 | $1.74M | 0.03% | +6,211+16.8% | Added |
| Resources Investment Advisors, LLC. | 43,014 | $1.74M | 0.03% | +6,451+17.6% | Added |
| Alley Investment Management Company, LLC | 42,949 | $1.73M | 0.25% | −79−0.2% | Reduced |
| Quantinno Capital Management LP | 42,775 | $1.73M | 0.06% | +632+1.5% | Added |
| Independence Bank of Kentucky | 42,664 | $1.72M | 0.60% | −950−2.2% | Reduced |
| HM Payson & Co | 42,630 | $1.72M | 0.04% | −1,019−2.3% | Reduced |
| Valeo Financial Advisors, LLC | 42,594 | $1.72M | 0.07% | −6,028−12.4% | Reduced |
| Hayek Kallen Investment Management | 42,514 | $1.72M | 0.72% | −160−0.4% | Reduced |
| Harbour Investments, Inc. | 42,501 | $1.71M | 0.07% | +2,840+7.2% | Added |
| OmniStar Financial Group, Inc. | 42,463 | $1.71M | 2.15% | −7,503−15.0% | Reduced |
| Cutler Group LP | 42,213 | $1.70M | 0.24% | −5,893−12.3% | Reduced |
| Westpac Banking Corp | 42,148 | $1.70M | 0.14% | 00.0% | Unchanged |
| Perpetual Ltd | 42,148 | $1.70M | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 41,136 | $1.70M | 0.05% | +4,986+13.8% | Added |
| South State Corp. | 41,958 | $1.69M | 0.14% | −8,598−17.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 41,896 | $1.69M | 0.06% | +41,896 | New |
| Tyler-Stone Wealth Management | 41,815 | $1.69M | 0.85% | −1,549−3.6% | Reduced |
| Disciplined Equity Management, Inc. | 41,425 | $1.67M | 1.15% | +770+1.9% | Added |
| Investment Management Corp of Ontario | 41,396 | $1.67M | 0.04% | +41,396 | New |
| Howard Capital Management Group, LLC | 41,184 | $1.66M | 0.14% | 00.0% | Unchanged |
| Ceera Investments, LLC | 41,175 | $1.66M | 0.78% | +1,282+3.2% | Added |
| Beverly Hills Private Wealth, LLC | 40,986 | $1.65M | 0.43% | −5,384−11.6% | Reduced |
| NewEdge Wealth, LLC | 40,966 | $1.65M | 0.04% | +969+2.4% | Added |
| J.W. Cole Advisors, Inc. | 40,896 | $1.65M | 0.10% | +4,821+13.4% | Added |
| Fortune Financial Advisors, LLC | 40,842 | $1.65M | 1.15% | −579−1.4% | Reduced |
| Private Trust Co NA | 40,835 | $1.65M | 0.19% | +938+2.4% | Added |
| TCW Group Inc | 40,610 | $1.63M | 0.02% | +27,940+220.5% | Added |
| Public Sector Pension Investment Board | 40,377 | $1.63M | 0.01% | −149,714−78.8% | Reduced |
| WSFS Capital Management, LLC | 40,242 | $1.62M | 0.10% | −32,008−44.3% | Reduced |
| Empirical Finance, LLC | 40,115 | $1.62M | 0.11% | +1,015+2.6% | Added |
| Prime Capital Investment Advisors, LLC | 40,074 | $1.62M | 0.02% | +5,418+15.6% | Added |
| Amica Mutual Insurance Co | 39,899 | $1.61M | 0.17% | 00.0% | Unchanged |