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 |
|---|---|---|---|---|---|
| Sonora Investment Management Group, LLC | 29,104 | $1.17M | 0.10% | +3,253+12.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 28,926 | $1.17M | 0.63% | +900+3.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 28,845 | $1.16M | 0.22% | +1,618+5.9% | Added |
| Ignite Planners, LLC | 27,817 | $1.16M | 0.34% | −1,631−5.5% | Reduced |
| Koshinski Asset Management, Inc. | 28,462 | $1.15M | 0.17% | −13,229−31.7% | Reduced |
| RIA Advisory Group LLC | 28,358 | $1.14M | 0.55% | −8,391−22.8% | Reduced |
| First Horizon Advisors, Inc. | 28,288 | $1.14M | 0.04% | −5,362−15.9% | Reduced |
| Park National Corp | 28,112 | $1.13M | 0.05% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 28,032 | $1.13M | 0.06% | −566−2.0% | Reduced |
| HF Advisory Group, LLC | 27,916 | $1.13M | 0.72% | +1,815+7.0% | Added |
| Edgestream Partners, L.P. | 27,872 | $1.12M | 0.08% | −18,949−40.5% | Reduced |
| Quest Partners LLC | 27,825 | $1.12M | 0.24% | +27,825 | New |
| Delta Capital Management LLC | 27,740 | $1.12M | 0.78% | −100.0% | Reduced |
| XML Financial, LLC | 27,697 | $1.12M | 0.12% | +2,054+8.0% | Added |
| World Equity Group, Inc. | 31,918 | $1.11M | 0.22% | −6,596−17.1% | Reduced |
| Leavell Investment Management, Inc. | 26,822 | $1.11M | 0.07% | −288−1.1% | Reduced |
| TrueMark Investments, LLC | 27,398 | $1.11M | 1.10% | +27,398 | New |
| Colony Group, LLC | 27,325 | $1.10M | 0.01% | +27,325 | New |
| Chelsea Counsel Co | 26,650 | $1.10M | 0.58% | +1,100+4.3% | Added |
| Ausdal Financial Partners, Inc. | 27,200 | $1.10M | 0.14% | −799−2.9% | Reduced |
| Voloridge Investment Management, LLC | 27,197 | $1.10M | 0.00% | −787,354−96.7% | Reduced |
| Duality Advisers, LP | 27,192 | $1.10M | 0.12% | +4,395+19.3% | Added |
| Mill Capital Management, LLC | 27,186 | $1.10M | 0.10% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 27,162 | $1.10M | 0.08% | −2,570−8.6% | Reduced |
| Greenfield Savings Bank | 27,151 | $1.10M | 0.63% | +134+0.5% | Added |
| Applied Capital LLC | 26,884 | $1.08M | 1.00% | −843−3.0% | Reduced |
| Harbor Capital Advisors, Inc. | 26,831 | $1.08M | 0.21% | +186+0.7% | Added |
| Infrastructure Capital Advisors, LLC | 26,729 | $1.08M | 0.17% | +921+3.6% | Added |
| Kowal Investment Group, LLC | 26,728 | $1.08M | 0.25% | −2,512−8.6% | Reduced |
| Bollard Group LLC | 26,672 | $1.08M | 0.04% | −7,750−22.5% | Reduced |
| Cascade Investment Group, Inc. | 26,594 | $1.07M | 0.87% | +1,955+7.9% | Added |
| FNY Investment Advisers, LLC | 26,414 | $1.06M | 1.19% | +26,414 | New |
| Radnor Capital Management, LLC | 26,299 | $1.06M | 0.20% | −413−1.5% | Reduced |
| Burns J W & Co Inc | 26,282 | $1.06M | 0.16% | −625−2.3% | Reduced |
| Personal Cfo Solutions, LLC | 26,164 | $1.06M | 0.18% | +5,917+29.2% | Added |
| Geneos Wealth Management Inc. | 26,150 | $1.05M | 0.05% | −17,179−39.6% | Reduced |
| Steel Peak Wealth Management LLC | 25,509 | $1.05M | 0.06% | −181,301−87.7% | Reduced |
| Shoker Investment Counsel, Inc. | 26,083 | $1.05M | 0.41% | +1,642+6.7% | Added |
| Narwhal Capital Management | 26,075 | $1.05M | 0.11% | −372−1.4% | Reduced |
| Wedgewood Investors Inc | 25,986 | $1.05M | 1.30% | +305+1.2% | Added |
| Wedbush Securities Inc | 25,833 | $1.04M | 0.05% | −307−1.2% | Reduced |
| Focused Wealth Management, Inc | 25,796 | $1.04M | 0.17% | −826−3.1% | Reduced |
| Occudo Quantitative Strategies LP | 25,714 | $1.04M | 0.14% | +25,714 | New |
| Wagner Wealth Management, LLC | 25,689 | $1.04M | 0.35% | −1,202−4.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 25,535 | $1.03M | 0.05% | −90−0.4% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 25,499 | $1.03M | 0.73% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 25,478 | $1.03M | 0.06% | −7,556−22.9% | Reduced |
| First Hawaiian Bank | 25,475 | $1.03M | 0.03% | −2,202−8.0% | Reduced |
| Traynor Capital Management, Inc. | 25,460 | $1.03M | 0.12% | +456+1.8% | Added |
| Quilter Plc | 25,549 | $1.03M | 0.03% | −85−0.3% | Reduced |
| AdvisorNet Financial, Inc | 25,426 | $1.03M | 0.09% | −1,041−3.9% | Reduced |
| FinTrust Capital Advisors, LLC | 25,399 | $1.02M | 0.20% | −615−2.4% | Reduced |
| Keudell/Morrison Wealth Management | 25,394 | $1.02M | 0.34% | −1,594−5.9% | Reduced |
| Sandy Spring Bank | 25,309 | $1.02M | 0.05% | +1,198+5.0% | Added |
| Capital CS Group, LLC | 25,223 | $1.02M | 1.13% | +500+2.0% | Added |
| Logan Capital Management Inc | 25,219 | $1.02M | 0.05% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 25,071 | $1.01M | 0.10% | +7,142+39.8% | Added |
| Close Asset Management Ltd | 25,044 | $1.01M | 0.04% | −645−2.5% | Reduced |
| Wesbanco Bank Inc | 24,940 | $1.01M | 0.06% | −2,566−9.3% | Reduced |
| Lakeview Capital Partners, LLC | 24,838 | $1.00M | 0.18% | −308−1.2% | Reduced |
| Certified Advisory Corp | 24,720 | $997.2K | 0.15% | −27−0.1% | Reduced |
| Modera Wealth Management, LLC | 24,667 | $995.1K | 0.02% | −20,140−44.9% | Reduced |
| Bramshill Investments, LLC | 24,600 | $992.4K | 0.10% | −3,903−13.7% | Reduced |
| Meeder Advisory Services, Inc. | 24,591 | $992.0K | 0.11% | −1,068−4.2% | Reduced |
| Bridgefront Capital, LLC | 24,339 | $981.8K | 0.74% | +24,339 | New |
| Profund Advisors LLC | 24,293 | $980.0K | 0.04% | +3,520+16.9% | Added |
| Alpha Cubed Investments, LLC | 24,115 | $972.8K | 0.05% | −1,273−5.0% | Reduced |
| Daymark Wealth Partners, LLC | 24,106 | $972.4K | 0.06% | +48+0.2% | Added |
| Sumitomo Life Insurance Co | 24,083 | $971.5K | 0.03% | −1,153−4.6% | Reduced |
| Perigon Wealth Management, LLC | 24,057 | $970.4K | 0.03% | −15,449−39.1% | Reduced |
| Institutional & Family Asset Management, LLC | 24,024 | $969.1K | 0.16% | +59+0.2% | Added |
| Bradley Foster & Sargent Inc | 23,910 | $964.5K | 0.02% | −718−2.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 23,892 | $963.8K | 0.25% | +166+0.7% | Added |
| GoalVest Advisory LLC | 23,840 | $961.7K | 0.42% | +2,349+10.9% | Added |
| Balentine LLC | 23,518 | $948.7K | 0.03% | −9,695−29.2% | Reduced |
| Rehmann Capital Advisory Group | 23,192 | $935.6K | 0.08% | −1,050−4.3% | Reduced |
| Samalin Investment Counsel, LLC | 23,178 | $935.0K | 0.47% | +220+1.0% | Added |
| Welch & Forbes LLC | 23,115 | $932.5K | 0.01% | −691−2.9% | Reduced |
| Wealthcare Advisory Partners LLC | 23,061 | $930.3K | 0.04% | +1,870+8.8% | Added |
| Lee Danner & Bass Inc | 23,062 | $930.0K | 0.08% | −8,304−26.5% | Reduced |
| Crestwood Advisors Group LLC | 23,049 | $929.8K | 0.02% | +685+3.1% | Added |
| WealthPLAN Partners, LLC | 22,930 | $925.0K | 0.10% | −4,343−15.9% | Reduced |
| Signaturefd, LLC | 22,915 | $924.4K | 0.02% | −4,174−15.4% | Reduced |
| HBK Sorce Advisory LLC | 22,896 | $923.8K | 0.04% | −1,970−7.9% | Reduced |
| ICW Investment Advisors LLC | 22,706 | $916.0K | 0.45% | −110−0.5% | Reduced |
| Madden Securities Corp | 22,607 | $912.0K | 0.48% | +5,975+35.9% | Added |
| Burford Brothers, Inc. | 22,585 | $911.1K | 0.64% | +22,585 | New |
| Morningstar Investment Management LLC | 22,595 | $911.0K | 0.10% | −601−2.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 22,541 | $909.3K | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 22,489 | $907.2K | 0.24% | +2,130+10.5% | Added |
| Meeder Asset Management Inc | 22,466 | $906.3K | 0.07% | +22,466 | New |
| One Capital Management, LLC | 22,290 | $899.2K | 0.04% | −200−0.9% | Reduced |
| Leisure Capital Management | 22,133 | $892.8K | 0.48% | +22,133 | New |
| Berkeley Capital Partners, LLC | 22,122 | $892.4K | 0.30% | −3,285−12.9% | Reduced |
| Rothschild Investment LLC | 22,117 | $892.2K | 0.07% | +22,117 | New |
| Castlekeep Investment Advisors LLC | 22,100 | $891.5K | 0.63% | +22,100 | New |
| FRG Family Wealth Advisors LLC | 21,867 | $882.1K | 0.18% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 21,831 | $880.7K | 0.02% | −11,877−35.2% | Reduced |
| Capula Management Ltd | 21,812 | $879.9K | 0.06% | +21,812 | New |
| Silverlake Wealth Management LLC | 21,803 | $879.5K | 0.48% | −1,087−4.7% | Reduced |