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, Q1 2024
Institutional positions in Altria Group, Inc. as of Mar 31, 2024. 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
- 1,903
- +41 vs. Q4 2023
- Shares held
- 1.05B
- +47.3M (+4.7%) vs. Q4 2023
- Total value
- $45.9B
- +$5.34B (+13.2%) vs. Q4 2023
- New holders
- 164
- 738 more added
- Sold out
- 123
- 750 more reduced
29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Old Point Trust & Financial Services N A | 12,916 | $563.4K | 0.20% | +500+4.0% | Added |
| Mogy Joel R Investment Counsel Inc | 12,950 | $564.9K | 0.04% | −800−5.8% | Reduced |
| Belmont Capital, LLC | 13,014 | $567.7K | 0.15% | +5,000+62.4% | Added |
| Lindbrook Capital, LLC | 13,060 | $569.7K | 0.05% | −1,030−7.3% | Reduced |
| BKD Wealth Advisors, LLC | 13,089 | $570.9K | 0.01% | −762−5.5% | Reduced |
| Marco Investment Management LLC | 13,093 | $571.1K | 0.05% | −71−0.5% | Reduced |
| MCF Advisors LLC | 12,877 | $572.9K | 0.04% | +1,479+13.0% | Added |
| Dorchester Wealth Management Co | 13,141 | $573.2K | 0.10% | +60.0% | Added |
| LS Investment Advisors, LLC | 13,158 | $574.0K | 0.09% | −419−3.1% | Reduced |
| Cambridge Trust Co | 13,179 | $574.9K | 0.02% | +4,950+60.2% | Added |
| Boston Family Office LLC | 13,216 | $576.0K | 0.04% | −2,368−15.2% | Reduced |
| Principle Wealth Partners LLC | 13,222 | $576.7K | 0.05% | +2,939+28.6% | Added |
| Neville Rodie & Shaw Inc | 13,225 | $577.0K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 13,229 | $577.0K | 0.10% | +1,502+12.8% | Added |
| Nations Financial Group Inc, | 13,264 | $578.6K | 0.05% | −19,591−59.6% | Reduced |
| Flputnam Investment Management Co | 13,272 | $578.9K | 0.01% | −5,730−30.2% | Reduced |
| Moser Wealth Advisors, LLC | 13,333 | $581.6K | 0.32% | −775−5.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 13,356 | $582.6K | 0.16% | +278+2.1% | Added |
| Buck Wealth Strategies, LLC | 13,406 | $584.8K | 0.20% | +13,406 | New |
| Capital International Sarl | 13,418 | $585.3K | 0.02% | +13,418 | New |
| Delta Asset Management LLC | 13,427 | $585.7K | 0.05% | −1,440−9.7% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 13,442 | $586.3K | 0.76% | −1,238−8.4% | Reduced |
| Camden Capital, LLC | 13,451 | $586.7K | 0.05% | −81−0.6% | Reduced |
| Romano Brothers and Company | 13,475 | $587.8K | 0.08% | −459−3.3% | Reduced |
| Oak Thistle LLC | 13,531 | $590.2K | 0.53% | −50,336−78.8% | Reduced |
| Capital Asset Advisory Services LLC | 14,197 | $591.3K | 0.03% | +1,741+14.0% | Added |
| Ballentine Partners, LLC | 13,568 | $591.8K | 0.01% | +6,925+104.2% | Added |
| Ti-Trust, Inc | 13,589 | $592.8K | 0.44% | +2,480+22.3% | Added |
| Westwood Holdings Group Inc. | 13,693 | $597.0K | 0.00% | +20.0% | Added |
| Allianz SE | 13,700 | $597.6K | 0.02% | +13,700 | New |
| Crew Capital Management, Ltd. | 13,713 | $598.2K | 0.48% | +13,713 | New |
| Main Street Group, LTD | 13,819 | $598.8K | 0.26% | +7,353+113.7% | Added |
| Qtron Investments LLC | 13,786 | $601.3K | 0.09% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 13,787 | $601.4K | 0.11% | +200+1.5% | Added |
| Chicago Capital, LLC | 13,792 | $601.6K | 0.02% | 00.0% | Unchanged |
| FLC Capital Advisors | 13,842 | $603.8K | 0.15% | −2,341−14.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,855 | $604.4K | 0.39% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 13,882 | $605.5K | 0.02% | −2,698−16.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 13,897 | $606.2K | 0.48% | +220+1.6% | Added |
| Fiduciary Group LLC | 13,901 | $606.4K | 0.07% | −500−3.5% | Reduced |
| Davis Capital Management | 14,052 | $607.3K | 0.54% | −472−3.2% | Reduced |
| Columbia Asset Management | 15,080 | $608.0K | 0.12% | 00.0% | Unchanged |
| Lee Financial Group Hawaii, Inc. | 14,017 | $611.4K | 0.48% | +591+4.4% | Added |
| Cornerstone Advisory, LLC | 14,065 | $613.5K | 0.09% | −381−2.6% | Reduced |
| Intellectus Partners, LLC | 13,768 | $614.1K | 0.16% | −133−1.0% | Reduced |
| Resurgent Financial Advisors LLC | 14,163 | $617.8K | 0.33% | +105+0.7% | Added |
| Signature Wealth Management Partners, LLC | 14,169 | $618.1K | 0.50% | −177−1.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 14,213 | $620.0K | 0.12% | −350−2.4% | Reduced |
| Wolff Financial Management LLC | 14,212 | $620.0K | 0.18% | +30.0% | Added |
| Cozad Asset Management Inc | 14,216 | $620.1K | 0.06% | −2,729−16.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,218 | $620.2K | 0.06% | −617−4.2% | Reduced |
| Kapstone Financial Advisors LLC | 14,259 | $622.0K | 0.42% | +780+5.8% | Added |
| Castle Rock Wealth Management, LLC | 14,194 | $622.0K | 0.17% | +1,242+9.6% | Added |
| Umb Bank N A | 14,271 | $622.5K | 0.01% | −84,534−85.6% | Reduced |
| David Loasby | 14,792 | $622.9K | 0.06% | −256−1.7% | Reduced |
| Samalin Investment Counsel, LLC | 14,292 | $623.4K | 0.30% | −8,886−38.3% | Reduced |
| Patten & Patten Inc | 14,293 | $623.5K | 0.04% | +224+1.6% | Added |
| McGowan Group Asset Management, Inc. | 14,299 | $623.7K | 0.09% | +106+0.7% | Added |
| Exchange Bank | 14,333 | $625.2K | 0.51% | −130−0.9% | Reduced |
| Salvus Wealth Management, LLC | 14,338 | $625.4K | 0.43% | +12+0.1% | Added |
| Gilliland Jeter Wealth Management LLC | 14,366 | $626.7K | 0.22% | +40+0.3% | Added |
| Leo Wealth, LLC | 14,488 | $628.7K | 0.06% | +140+1.0% | Added |
| Meiji Yasuda Life Insurance Co | 14,429 | $629.4K | 0.01% | +4,000+38.4% | Added |
| RIA Advisory Group LLC | 14,436 | $629.7K | 0.25% | −13,922−49.1% | Reduced |
| Horst & Graben Wealth Management LLC | 14,437 | $629.8K | 0.13% | +264+1.9% | Added |
| Gables Capital Management Inc. | 14,440 | $629.9K | 0.35% | −200−1.4% | Reduced |
| Hilltop National Bank | 14,441 | $629.9K | 0.21% | +14,441 | New |
| Newbridge Financial Services Group, Inc. | 14,445 | $630.1K | 0.28% | −382−2.6% | Reduced |
| Bahl & Gaynor Inc | 14,455 | $630.5K | 0.00% | −3,474−19.4% | Reduced |
| Garden State Investment Advisory Services LLC | 14,590 | $630.9K | 0.23% | +552+3.9% | Added |
| Kendall Capital Management | 14,497 | $632.4K | 0.22% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 14,679 | $640.3K | 0.07% | +289+2.0% | Added |
| StoneX Group Inc. | 14,387 | $640.9K | 0.06% | +642+4.7% | Added |
| Courier Capital LLC | 14,806 | $645.8K | 0.05% | +3,856+35.2% | Added |
| Transcend Wealth Collective, LLC | 14,837 | $647.2K | 0.05% | +542+3.8% | Added |
| New Vernon Capital Holdings II LLC | 14,908 | $650.3K | 0.34% | +505+3.5% | Added |
| CWS Financial Advisors, LLC | 14,920 | $650.8K | 0.27% | −2,013−11.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,957 | $652.4K | 0.21% | −889−5.6% | Reduced |
| Patron Partners Advisors, LLC | 14,968 | $652.9K | 0.40% | −1,296−8.0% | Reduced |
| VeraBank, N.A. | 14,972 | $653.1K | 0.20% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 14,989 | $653.7K | 0.13% | −168−1.1% | Reduced |
| Compagnie Lombard Odier SCmA | 15,000 | $654.3K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 15,000 | $654.3K | 0.07% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 15,207 | $663.3K | 0.14% | −1,958−11.4% | Reduced |
| TCG Advisory Services, LLC | 15,351 | $669.6K | 0.04% | +139+0.9% | Added |
| Tradition Wealth Management, LLC | 15,374 | $670.6K | 0.07% | −806−5.0% | Reduced |
| Black Swift Group, LLC | 15,400 | $671.7K | 0.17% | −240−1.5% | Reduced |
| Red Door Wealth Management, LLC | 15,490 | $675.7K | 0.13% | +1,635+11.8% | Added |
| Finer Wealth Management, Inc. | 15,545 | $678.1K | 0.45% | −67−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 15,549 | $678.2K | 0.05% | +1,041+7.2% | Added |
| Triumph Capital Management | 15,696 | $678.4K | 0.28% | +250+1.6% | Added |
| Thomasville National Bank | 15,568 | $679.1K | 0.06% | +720+4.8% | Added |
| Eagle Global Advisors LLC | 15,644 | $682.4K | 0.04% | +190+1.2% | Added |
| IFG Advisory, LLC | 15,647 | $682.5K | 0.05% | +2,208+16.4% | Added |
| Diversified Trust Co | 15,720 | $685.7K | 0.02% | −425−2.6% | Reduced |
| Sanders Morris Harris LLC | 15,772 | $688.0K | 0.13% | +5,904+59.8% | Added |
| Joel Isaacson & Co., LLC | 15,781 | $688.4K | 0.04% | +1,064+7.2% | Added |
| Taurus Asset Management, LLC | 15,785 | $688.5K | 0.07% | −3,500−18.1% | Reduced |
| WCG Wealth Advisors LLC | 15,902 | $694.0K | 0.06% | −744−4.5% | Reduced |
| Syon Capital LLC | 16,034 | $699.4K | 0.07% | +9,104+131.4% | Added |