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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 21,791 | $879.0K | 0.02% | +907+4.3% | Added |
| Charter Research & Investment Group, Inc. | 21,667 | $874.0K | 0.73% | 00.0% | Unchanged |
| Fiduciary Trust Co | 21,660 | $873.8K | 0.01% | +3,560+19.7% | Added |
| ETF Store, Inc. | 21,640 | $872.9K | 0.56% | +686+3.3% | Added |
| Mitchell Sinkler & Starr | 21,478 | $866.4K | 0.16% | +2,676+14.2% | Added |
| CAPROCK Group, Inc. | 20,954 | $865.8K | 0.06% | −758−3.5% | Reduced |
| Kathmere Capital Management, LLC | 21,420 | $864.1K | 0.11% | −2,179−9.2% | Reduced |
| Excalibur Management Corp | 20,887 | $863.7K | 0.41% | −904−4.1% | Reduced |
| Annex Advisory Services, LLC | 21,392 | $863.0K | 0.04% | −69,285−76.4% | Reduced |
| Sender Co & Partners, Inc. | 21,386 | $862.7K | 1.65% | +21,386 | New |
| Semmax Financial Advisors Inc. | 21,318 | $857.6K | 0.31% | −1,687−7.3% | Reduced |
| BancorpSouth Bank | 21,241 | $856.9K | 0.07% | +925+4.6% | Added |
| Jacobi Capital Management LLC | 21,169 | $854.0K | 0.09% | −974−4.4% | Reduced |
| HCR Wealth Advisors | 21,110 | $851.6K | 0.13% | +3,620+20.7% | Added |
| Clarity Financial LLC | 21,107 | $851.5K | 0.15% | −307,612−93.6% | Reduced |
| Arete Wealth Advisors, LLC | 21,071 | $850.2K | 0.06% | +21,071 | New |
| Dodge & Cox | 21,000 | $847.1K | 0.00% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 20,957 | $845.4K | 0.09% | −23−0.1% | Reduced |
| Veriti Management LLC | 20,906 | $843.3K | 0.08% | +7,590+57.0% | Added |
| Ipswich Investment Management Co., Inc. | 20,895 | $842.9K | 0.21% | −40−0.2% | Reduced |
| Teza Capital Management LLC | 20,893 | $842.8K | 0.14% | +20,893 | New |
| Moody National Bank Trust Division | 20,847 | $841.0K | 0.07% | −25,546−55.1% | Reduced |
| Gray Wealth Management Inc. | 20,818 | $839.8K | 0.41% | −2,614−11.2% | Reduced |
| Brighton Jones LLC | 20,712 | $835.5K | 0.04% | +8,737+73.0% | Added |
| Key Client Fiduciary Advisors, LLC | 20,641 | $832.6K | 0.49% | −327−1.6% | Reduced |
| American Century Companies Inc | 20,548 | $828.9K | 0.00% | −3,937−16.1% | Reduced |
| Rossmore Private Capital | 20,524 | $827.9K | 0.12% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20,484 | $826.0K | 0.08% | −708−3.3% | Reduced |
| Griffin Asset Management, Inc. | 20,251 | $816.9K | 0.10% | +1,989+10.9% | Added |
| Legacy Capital Group California, Inc. | 20,225 | $815.9K | 0.32% | +20,225 | New |
| Sentry Investment Management LLC | 20,207 | $815.0K | 0.35% | +9,908+96.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 19,693 | $813.7K | 0.02% | +100+0.5% | Added |
| First Nebraska Trust Co | 20,130 | $812.0K | 0.09% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 20,111 | $811.3K | 0.29% | +10,314+105.3% | Added |
| Live Oak Investment Partners | – | $807.2K | 0.74% | – | New |
| Viewpoint Capital Management LLC | 20,003 | $806.9K | 0.56% | −89−0.4% | Reduced |
| Axq Capital, LP | 20,000 | $806.8K | 0.21% | −15,200−43.2% | Reduced |
| Timelo Investment Management Inc. | 20,000 | $806.8K | 1.73% | −10,000−33.3% | Reduced |
| Advanced Portfolio Management, LLC | 20,000 | $806.8K | 0.85% | +20,000 | New |
| Intrust Bank NA | 19,980 | $806.0K | 0.09% | −1,542−7.2% | Reduced |
| Kapitalo Investimentos Ltda | 19,946 | $804.6K | 0.17% | +19,946 | New |
| Smith, Moore & Co. | 19,888 | $802.3K | 0.09% | −6,573−24.8% | Reduced |
| Point72 Hong Kong Ltd | 19,853 | $800.9K | 0.05% | +19,853 | New |
| Center For Asset Management LLC | 19,840 | $800.4K | 0.73% | +6,371+47.3% | Added |
| Bath Savings Trust Co | 19,714 | $795.3K | 0.09% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 19,709 | $795.1K | 0.06% | +4,569+30.2% | Added |
| Hoylecohen, LLC | 19,696 | $794.5K | 0.06% | +242+1.2% | Added |
| Ameritas Investment Partners, Inc. | 19,654 | $792.8K | 0.03% | −827−4.0% | Reduced |
| Duff & Phelps Investment Management Co | 19,652 | $792.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 19,572 | $789.5K | 0.15% | −1,765−8.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,542 | $788.0K | 0.08% | +19,542 | New |
| Taylor Hoffman Wealth Management | 19,438 | $784.1K | 0.35% | +900+4.9% | Added |
| Cidel Asset Management Inc | 19,353 | $780.7K | 0.03% | +19,353 | New |
| WealthCare Investment Partners, LLC | 18,569 | $778.2K | 0.42% | −26−0.1% | Reduced |
| Taurus Asset Management, LLC | 19,285 | $778.0K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19,206 | $774.8K | 0.06% | +9,846+105.2% | Added |
| Franklin Street Advisors Inc | 19,089 | $770.0K | 0.06% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 19,002 | $766.5K | 0.02% | +5,128+37.0% | Added |
| Cigna Investments Inc | 18,982 | $766.0K | 0.16% | −71−0.4% | Reduced |
| Loudon Investment Management, LLC | 18,915 | $763.0K | 0.47% | −3,496−15.6% | Reduced |
| Spears Abacus Advisors LLC | 18,835 | $759.8K | 0.06% | −725−3.7% | Reduced |
| First Trust Investment Solutions L.P. | 18,820 | $759.2K | 0.16% | +18,820 | New |
| Widmann Financial Services, Inc. | 18,728 | $755.5K | 0.68% | −934−4.8% | Reduced |
| Executive Wealth Group LLC | 18,688 | $753.9K | 0.48% | +421+2.3% | Added |
| Klingenstein Fields & Co LP | 18,602 | $750.4K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 18,102 | $746.3K | 0.01% | −1,301−6.7% | Reduced |
| Bartlett & Co. LLC | 18,102 | $746.0K | 0.01% | −1,301−6.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 18,471 | $745.1K | 0.14% | −829−4.3% | Reduced |
| Trust Point Inc. | 18,428 | $743.4K | 0.06% | +18,428 | New |
| Mork Capital Management, LLC | 18,410 | $742.7K | 0.46% | 00.0% | Unchanged |
| Invst, LLC | 18,224 | $739.9K | 0.09% | −2,864−13.6% | Reduced |
| Zhang Financial LLC | 18,295 | $738.0K | 0.06% | −59−0.3% | Reduced |
| Forte Capital LLC | 18,289 | $737.8K | 0.10% | −3,305−15.3% | Reduced |
| Optimist Retirement Group LLC | 18,234 | $735.6K | 0.48% | +18,234 | New |
| Impact Partnership Wealth, LLC | 18,165 | $732.8K | 0.27% | +4,696+34.9% | Added |
| Kanawha Capital Management LLC | 18,137 | $731.7K | 0.07% | −207−1.1% | Reduced |
| CoreFirst Bank & Trust | 18,077 | $729.2K | 0.48% | −1,036−5.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 18,075 | $729.1K | 0.01% | −33,797−65.2% | Reduced |
| KLCM Advisors, Inc. | 18,036 | $727.6K | 0.11% | +970+5.7% | Added |
| Imprint Wealth LLC | 17,544 | $724.9K | 0.58% | −972−5.2% | Reduced |
| Warren Averett Asset Management, LLC | 17,944 | $723.9K | 0.03% | −28−0.2% | Reduced |
| Bahl & Gaynor Inc | 17,929 | $723.3K | 0.00% | −111−0.6% | Reduced |
| Independent Wealth Network Inc. | 17,913 | $722.6K | 0.38% | +575+3.3% | Added |
| North Star Investment Management Corp. | 17,891 | $721.7K | 0.06% | +398+2.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 17,839 | $719.6K | 0.02% | −959−5.1% | Reduced |
| Centaurus Financial, Inc. | 17,801 | $718.0K | 0.05% | +770+4.5% | Added |
| Godsey & Gibb Associates | 17,667 | $712.7K | 0.08% | −2,003−10.2% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $710.4K | 0.17% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 17,569 | $708.7K | 0.30% | +1,014+6.1% | Added |
| Burns Matteson Capital Management, LLC | 17,558 | $708.2K | 0.50% | +17,558 | New |
| Philadelphia Trust Co | 17,504 | $706.0K | 0.07% | +167+1.0% | Added |
| M Holdings Securities, Inc. | 17,414 | $702.0K | 0.08% | −1,744−9.1% | Reduced |
| Thoroughbred Financial Services, LLC | 17,320 | $698.0K | 0.06% | −14,019−44.7% | Reduced |
| Coastwise Capital Group, LLC | 17,295 | $697.7K | 0.71% | −3,650−17.4% | Reduced |
| Coastal Investment Advisors, Inc. | 17,165 | $692.4K | 0.16% | −6,504−27.5% | Reduced |
| My Legacy Advisors, LLC | 16,608 | $690.9K | 0.25% | +595+3.7% | Added |
| Cortland Associates Inc | 16,982 | $685.0K | 0.10% | +324+1.9% | Added |
| Cozad Asset Management Inc | 16,945 | $683.6K | 0.08% | −350−2.0% | Reduced |
| Ancora Advisors, LLC | 16,936 | $683.2K | 0.02% | −34,559−67.1% | Reduced |
| CWS Financial Advisors, LLC | 16,933 | $683.1K | 0.26% | −74−0.4% | Reduced |