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 |
|---|---|---|---|---|---|
| Kinloch Capital, LLC | 39,717 | $1.60M | 1.02% | −2,089−5.0% | Reduced |
| SageView Advisory Group, LLC | 39,270 | $1.59M | 0.07% | +12,294+45.6% | Added |
| Ellenbecker Investment Group | 39,373 | $1.59M | 0.37% | −3,081−7.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 39,356 | $1.59M | 0.03% | −76−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 39,352 | $1.59M | 0.14% | +2,203+5.9% | Added |
| Belpointe Asset Management LLC | 39,345 | $1.59M | 0.14% | +13,411+51.7% | Added |
| CSS LLC | 39,200 | $1.58M | 0.12% | −11,333−22.4% | Reduced |
| Mission Wealth Management, LP | 39,002 | $1.57M | 0.05% | −4,359−10.1% | Reduced |
| Welch Group, LLC | 38,843 | $1.57M | 0.08% | +41+0.1% | Added |
| Octavia Wealth Advisors, LLC | 37,867 | $1.57M | 0.28% | +8,915+30.8% | Added |
| Moors & Cabot, Inc. | 38,565 | $1.56M | 0.10% | +2,963+8.3% | Added |
| Fulton Bank, N.A. | 38,524 | $1.55M | 0.07% | −63−0.2% | Reduced |
| Investors Asset Management of Georgia Inc | 38,386 | $1.55M | 0.79% | +1,200+3.2% | Added |
| GM Advisory Group, Inc. | 38,326 | $1.55M | 0.12% | +3,614+10.4% | Added |
| Coldstream Capital Management Inc | 37,783 | $1.52M | 0.04% | +1,556+4.3% | Added |
| Csenge Advisory Group | 37,669 | $1.52M | 0.09% | +3,247+9.4% | Added |
| Richard Bernstein Advisors LLC | 37,553 | $1.51M | 0.03% | +25+0.1% | Added |
| Aviance Capital Partners, LLC | 37,510 | $1.51M | 0.32% | −5,109−12.0% | Reduced |
| Green Square Capital Advisors LLC | 37,484 | $1.51M | 0.20% | −5,139−12.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 37,428 | $1.51M | 0.08% | +672+1.8% | Added |
| Cullinan Associates Inc | 37,411 | $1.51M | 0.08% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 37,386 | $1.51M | 0.01% | −6,721−15.2% | Reduced |
| Washington Trust Bank | 37,325 | $1.51M | 0.13% | −1,329−3.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 37,009 | $1.49M | 0.08% | +2,142+6.1% | Added |
| Sunbelt Securities, Inc. | 36,978 | $1.49M | 0.19% | −3,236−8.0% | Reduced |
| Waterloo Capital, L.P. | 36,748 | $1.48M | 0.24% | +36,748 | New |
| Vontobel Holding Ltd. | 36,694 | $1.48M | 0.01% | −8,202−18.3% | Reduced |
| Hohimer Wealth Management, LLC | 36,647 | $1.48M | 0.37% | −22,321−37.9% | Reduced |
| Essex Financial Services, Inc. | 36,632 | $1.48M | 0.15% | −1,413−3.7% | Reduced |
| Ameritas Advisory Services, LLC | 36,497 | $1.48M | 0.08% | −8,177−18.3% | Reduced |
| Western Wealth Management, LLC | 36,501 | $1.47M | 0.11% | −1,847−4.8% | Reduced |
| Anthracite Investment Company, Inc. | 36,460 | $1.47M | 0.95% | +36,460 | New |
| X-Square Capital, LLC | 36,405 | $1.47M | 0.81% | −377−1.0% | Reduced |
| Colonial River Wealth Management, LLC | 36,234 | $1.46M | 0.87% | +6,961+23.8% | Added |
| Weinberger Asset Management, Inc | 36,226 | $1.46M | 0.75% | −185−0.5% | Reduced |
| Affinity Investment Advisors, LLC | 36,075 | $1.46M | 0.99% | −4,133−10.3% | Reduced |
| Wealthspire Advisors, LLC | 36,024 | $1.45M | 0.02% | +11,096+44.5% | Added |
| FineMark National Bank & Trust | 35,906 | $1.45M | 0.06% | +1,467+4.3% | Added |
| Northeast Financial Consultants Inc | 35,812 | $1.44M | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 35,800 | $1.44M | 0.38% | −1,100−3.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 42,692 | $1.43M | 0.05% | +42,692 | New |
| Prosperitas Financial LLC | 35,468 | $1.43M | 1.05% | +3,514+11.0% | Added |
| Lazari Capital Management, Inc. | 35,420 | $1.43M | 0.82% | −3,211−8.3% | Reduced |
| Parallel Advisors, LLC | 35,277 | $1.42M | 0.04% | +202+0.6% | Added |
| Pearl River Capital, LLC | 35,029 | $1.41M | 0.23% | +35,029 | New |
| Means Investment Co., Inc. | 34,993 | $1.41M | 0.20% | −515−1.5% | Reduced |
| Arkadios Wealth Advisors | 34,798 | $1.40M | 0.12% | +1,393+4.2% | Added |
| Buckhead Capital Management LLC | 34,659 | $1.40M | 0.52% | −900−2.5% | Reduced |
| Poehling Capital Management, LLC | 34,550 | $1.39M | 0.44% | −178−0.5% | Reduced |
| IHT Wealth Management, LLC | 34,359 | $1.39M | 0.06% | −786−2.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,133 | $1.38M | 0.05% | +2,878+9.2% | Added |
| EP Wealth Advisors, LLC | 34,126 | $1.38M | 0.02% | −5,551−14.0% | Reduced |
| CMG Global Holdings, LLC | 34,237 | $1.38M | 1.00% | +27+0.1% | Added |
| Boston Private Wealth LLC | 33,977 | $1.37M | 0.03% | +2,620+8.4% | Added |
| Stolper Co | 33,865 | $1.37M | 0.55% | −3,108−8.4% | Reduced |
| Exencial Wealth Advisors, LLC | 33,607 | $1.36M | 0.06% | +2,904+9.5% | Added |
| Sequoia Financial Advisors, LLC | 33,594 | $1.36M | 0.02% | +9,552+39.7% | Added |
| Cary Street Partner Investment Advisory LLC | 33,587 | $1.35M | 0.06% | +3,994+13.5% | Added |
| Next Level Private LLC | 33,519 | $1.35M | 0.77% | +4,084+13.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 33,317 | $1.34M | 0.26% | +27,136+439.0% | Added |
| Greenleaf Trust | 33,196 | $1.34M | 0.01% | −6,141−15.6% | Reduced |
| Spreng Capital Management, Inc. | 33,188 | $1.34M | 0.84% | −14,331−30.2% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 33,074 | $1.33M | 0.32% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 33,033 | $1.33M | 0.31% | −475−1.4% | Reduced |
| Nations Financial Group Inc, | 32,855 | $1.33M | 0.12% | −3,348−9.2% | Reduced |
| Caldwell Trust Co | 32,721 | $1.32M | 0.17% | −825−2.5% | Reduced |
| King Luther Capital Management Corp | 32,711 | $1.32M | 0.01% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 32,648 | $1.32M | 0.76% | −1,531−4.5% | Reduced |
| Machina Capital S.A.S. | 32,594 | $1.31M | 0.85% | +32,594 | New |
| Bleakley Financial Group, LLC | 32,496 | $1.31M | 0.04% | −1,560−4.6% | Reduced |
| Marino, Stram & Associates LLC | 32,495 | $1.31M | 0.34% | +195+0.6% | Added |
| Wetherby Asset Management Inc | 32,439 | $1.31M | 0.07% | −5,205−13.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 32,410 | $1.31M | 0.08% | +525+1.6% | Added |
| Change Path, LLC | 32,381 | $1.31M | 0.08% | −10,355−24.2% | Reduced |
| International Assets Investment Management, LLC | 97,791 | $1.30M | 0.17% | +97,791 | New |
| Botty Investors LLC | 31,267 | $1.29M | 0.54% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 32,025 | $1.29M | 0.05% | +17,410+119.1% | Added |
| Oak Hill Wealth Advisors, LLC | 31,740 | $1.28M | 0.44% | −421−1.3% | Reduced |
| Financial Counselors Inc | 31,571 | $1.27M | 0.02% | −5,586−15.0% | Reduced |
| Dudley Capital Management, LLC | 31,460 | $1.27M | 0.81% | −52−0.2% | Reduced |
| Moloney Securities Asset Management, LLC | 31,259 | $1.26M | 0.20% | +158+0.5% | Added |
| Lynch & Associates | 31,239 | $1.26M | 0.31% | −317−1.0% | Reduced |
| TrimTabs Asset Management, LLC | 31,177 | $1.26M | 0.37% | −13,760−30.6% | Reduced |
| Valicenti Advisory Services Inc | 30,906 | $1.25M | 0.38% | +2,655+9.4% | Added |
| Brandywine Trust Co | 30,814 | $1.24M | 0.25% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 30,728 | $1.24M | 0.30% | +2,714+9.7% | Added |
| Range Financial Group LLC | 30,669 | $1.24M | 0.74% | −685−2.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 30,609 | $1.23M | 0.07% | −664−2.1% | Reduced |
| First Foundation Advisors | 30,603 | $1.23M | 0.06% | −6,536−17.6% | Reduced |
| Longfellow Investment Management Co LLC | 30,573 | $1.23M | 0.30% | 00.0% | Unchanged |
| Horizon Investments, LLC | 30,549 | $1.23M | 0.03% | +18,724+158.3% | Added |
| Crawford Investment Counsel Inc | 30,028 | $1.21M | 0.02% | −777−2.5% | Reduced |
| Ronald Blue Trust, Inc. | 28,711 | $1.21M | 0.02% | +3,533+14.0% | Added |
| Ziegler Capital Management, LLC | 29,500 | $1.20M | 0.05% | −3,744−11.3% | Reduced |
| Ossiam | 29,459 | $1.19M | 0.02% | −33,832−53.5% | Reduced |
| TownSquare Capital, LLC | 29,363 | $1.18M | 0.02% | +9,755+49.8% | Added |
| North Star Asset Management Inc | 29,282 | $1.18M | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 29,282 | $1.18M | 0.04% | +359+1.2% | Added |
| Delta Financial Group, Inc. | 29,208 | $1.18M | 0.37% | −956−3.2% | Reduced |
| WP Advisors, LLC | 29,152 | $1.18M | 0.44% | +372+1.3% | Added |