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 |
|---|---|---|---|---|---|
| KC Investment Advisors, LLC | 16,051 | $700.1K | 0.36% | +781+5.1% | Added |
| Bailard, Inc. | 16,079 | $701.4K | 0.02% | −522−3.1% | Reduced |
| Castlekeep Investment Advisors LLC | 16,082 | $701.5K | 0.51% | −6,018−27.2% | Reduced |
| Bath Savings Trust Co | 16,086 | $701.7K | 0.07% | −3,628−18.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $702.0K | 0.26% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 16,113 | $702.9K | 0.54% | +1,726+12.0% | Added |
| Plimoth Trust Co LLC | 16,170 | $705.3K | 0.19% | −650−3.9% | Reduced |
| DRW Securities, LLC | 16,200 | $705.4K | 0.04% | +16,200 | New |
| MTM Investment Management, LLC | 16,190 | $706.2K | 0.29% | +9+0.1% | Added |
| Allegheny Financial Group LTD | 16,204 | $706.8K | 0.22% | +138+0.9% | Added |
| Impact Partnership Wealth, LLC | 16,229 | $707.9K | 0.28% | −1,936−10.7% | Reduced |
| Centaurus Financial, Inc. | 16,442 | $717.0K | 0.05% | −1,359−7.6% | Reduced |
| American Financial & Tax Strategies Inc | 16,447 | $717.4K | 0.39% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16,580 | $723.2K | 0.02% | −356−2.1% | Reduced |
| Ethic Inc. | 16,641 | $725.9K | 0.02% | +5,572+50.3% | Added |
| Straight Path Wealth Management | 16,694 | $728.2K | 0.41% | +1,294+8.4% | Added |
| Moody Lynn & Lieberson, LLC | 16,787 | $732.2K | 0.05% | −122−0.7% | Reduced |
| Walker Asset Management, LLC | 16,792 | $732.5K | 0.48% | +114+0.7% | Added |
| Everett Harris & Co | 16,800 | $732.8K | 0.01% | +966+6.1% | Added |
| Insigneo Advisory Services, LLC | 16,447 | $733.9K | 0.09% | +911+5.9% | Added |
| Woodward Diversified Capital, LLC | 16,834 | $734.3K | 0.46% | +835+5.2% | Added |
| Lloyd Advisory Services, LLC. | 16,860 | $735.5K | 0.16% | +6,849+68.4% | Added |
| Williams Jones Wealth Management, LLC. | 16,949 | $739.3K | 0.01% | −1,126−6.2% | Reduced |
| Capital Advisors Inc | 17,002 | $741.6K | 0.02% | +787+4.9% | Added |
| Douglass Winthrop Advisors, LLC | 17,049 | $743.7K | 0.02% | +381+2.3% | Added |
| Moneta Group Investment Advisors LLC | 17,062 | $744.2K | 0.01% | −4,729−21.7% | Reduced |
| Cortland Associates Inc | 17,080 | $745.0K | 0.10% | +98+0.6% | Added |
| CoreFirst Bank & Trust | 17,097 | $745.8K | 0.47% | −980−5.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 17,109 | $746.3K | 0.31% | +177+1.0% | Added |
| Godsey & Gibb Associates | 17,141 | $747.7K | 0.08% | −526−3.0% | Reduced |
| Intrust Bank NA | 17,206 | $750.5K | 0.08% | −2,774−13.9% | Reduced |
| Coastwise Capital Group, LLC | 17,352 | $756.9K | 0.70% | +57+0.3% | Added |
| North Star Investment Management Corp. | 17,533 | $764.8K | 0.05% | −358−2.0% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $768.1K | 0.16% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 17,689 | $771.6K | 0.06% | −448−2.5% | Reduced |
| Retirement Guys Formula LLC | 17,708 | $772.4K | 0.38% | +4,706+36.2% | Added |
| Richard W. Paul & Associates, LLC | 17,758 | $774.6K | 0.31% | +1,713+10.7% | Added |
| X-Square Capital, LLC | 17,723 | $775.0K | 0.37% | −18,682−51.3% | Reduced |
| Prosperity Consulting Group, LLC | 17,779 | $775.5K | 0.10% | +7,494+72.9% | Added |
| Forte Capital LLC | 17,844 | $778.4K | 0.10% | −445−2.4% | Reduced |
| KLCM Advisors, Inc. | 17,932 | $782.2K | 0.10% | −104−0.6% | Reduced |
| WealthPLAN Partners, LLC | 17,991 | $784.8K | 0.08% | −4,939−21.5% | Reduced |
| Chapin Davis, Inc. | 18,034 | $786.6K | 0.29% | +465+2.6% | Added |
| Bill Few Associates, Inc. | 18,227 | $795.1K | 0.32% | +5,110+39.0% | Added |
| Philadelphia Trust Co | 18,321 | $799.0K | 0.06% | +817+4.7% | Added |
| Zhang Financial LLC | 18,395 | $802.4K | 0.06% | +100+0.5% | Added |
| Intrua Financial, LLC | 18,395 | $802.4K | 0.12% | +9,121+98.4% | Added |
| Bartlett & Co. Wealth Management LLC | 18,080 | $806.4K | 0.01% | −22−0.1% | Reduced |
| Widmann Financial Services, Inc. | 18,540 | $808.7K | 0.68% | −188−1.0% | Reduced |
| Independent Wealth Network Inc. | 18,550 | $809.1K | 0.38% | +637+3.6% | Added |
| Evergreen Capital Management LLC | 18,181 | $810.8K | 0.03% | +9,029+98.7% | Added |
| Klingenstein Fields & Co LP | 18,602 | $811.4K | 0.03% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 18,713 | $816.2K | 0.39% | +144+0.8% | Added |
| Chelsea Counsel Co | 18,330 | $817.5K | 0.46% | −8,320−31.2% | Reduced |
| Cigna Investments Inc | 18,778 | $819.0K | 0.16% | −204−1.1% | Reduced |
| Grove Bank & Trust | 18,786 | $819.4K | 0.14% | −786−4.0% | Reduced |
| ICA Group Wealth Management, LLC | 18,793 | $819.7K | 0.16% | +5,463+41.0% | Added |
| Mitchell Sinkler & Starr | 18,802 | $820.1K | 0.21% | −2,676−12.5% | Reduced |
| Siemens Fonds Invest GmbH | 18,805 | $820.3K | 0.06% | −904−4.6% | Reduced |
| Franklin Street Advisors Inc | 18,819 | $821.0K | 0.06% | −270−1.4% | Reduced |
| Spears Abacus Advisors LLC | 18,835 | $821.6K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 19,076 | $832.0K | 0.08% | −1,408−6.9% | Reduced |
| Ameritas Investment Partners, Inc. | 19,075 | $832.1K | 0.03% | −579−2.9% | Reduced |
| Vise Technologies, Inc. | 19,076 | $832.1K | 0.16% | +5,327+38.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 19,092 | $832.8K | 0.02% | +1,253+7.0% | Added |
| Beacon Financial Advisory LLC | 19,097 | $833.0K | 0.41% | +3,390+21.6% | Added |
| Focus Financial Network, Inc. | 20,197 | $834.1K | 0.04% | +20,197 | New |
| World Equity Group, Inc. | 19,202 | $837.6K | 0.17% | −12,716−39.8% | Reduced |
| First Trust Investment Solutions L.P. | 19,207 | $837.8K | 0.15% | +387+2.1% | Added |
| Taylor Hoffman Wealth Management | 19,278 | $840.9K | 0.36% | −160−0.8% | Reduced |
| American Century Companies Inc | 19,294 | $841.6K | 0.00% | −1,254−6.1% | Reduced |
| My Legacy Advisors, LLC | 19,328 | $843.1K | 0.28% | +2,720+16.4% | Added |
| Machina Capital S.A.S. | 19,354 | $844.2K | 0.44% | −13,240−40.6% | Reduced |
| Koshinski Asset Management, Inc. | 19,374 | $845.1K | 0.09% | −9,088−31.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 18,944 | $845.4K | 0.02% | −749−3.8% | Reduced |
| Exeter Financial, LLC | 20,419 | $848.0K | 0.39% | +5,295+35.0% | Added |
| Onyx Bridge Wealth Group LLC | 19,661 | $852.9K | 0.15% | +4,416+29.0% | Added |
| Legacy Capital Group California, Inc. | 19,575 | $853.9K | 0.32% | −650−3.2% | Reduced |
| AdvisorNet Financial, Inc | 19,577 | $853.9K | 0.08% | −5,849−23.0% | Reduced |
| Hexagon Capital Partners LLC | 19,655 | $857.4K | 0.19% | +4,140+26.7% | Added |
| Hoylecohen, LLC | 19,673 | $858.2K | 0.07% | −23−0.1% | Reduced |
| Viewpoint Capital Management LLC | 19,677 | $858.3K | 0.55% | −326−1.6% | Reduced |
| WFA Asset Management Corp | 19,830 | $865.0K | 0.45% | +3,518+21.6% | Added |
| First Nebraska Trust Co | 19,861 | $866.3K | 0.09% | −269−1.3% | Reduced |
| Annex Advisory Services, LLC | 19,880 | $867.2K | 0.03% | −1,512−7.1% | Reduced |
| Timelo Investment Management Inc. | 20,000 | $872.4K | 1.35% | 00.0% | Unchanged |
| Rossmore Private Capital | 20,004 | $872.6K | 0.11% | −520−2.5% | Reduced |
| Gray Wealth Management Inc. | 20,024 | $873.5K | 0.39% | −794−3.8% | Reduced |
| Clarity Financial LLC | 20,168 | $879.7K | 0.14% | −939−4.4% | Reduced |
| Sentry Investment Management LLC | 20,207 | $881.0K | 0.34% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 19,764 | $881.9K | 0.06% | −2,777−12.3% | Reduced |
| Cidel Asset Management Inc | 20,231 | $882.5K | 0.07% | +878+4.5% | Added |
| Center For Asset Management LLC | 20,303 | $885.6K | 0.72% | +463+2.3% | Added |
| Inscription Capital, LLC | 20,313 | $886.0K | 0.15% | +9,487+87.6% | Added |
| Brighton Jones LLC | 20,321 | $886.4K | 0.03% | −391−1.9% | Reduced |
| BancorpSouth Bank | 20,374 | $888.7K | 0.06% | −867−4.1% | Reduced |
| Duff & Phelps Investment Management Co | 20,431 | $891.2K | 0.01% | +779+4.0% | Added |
| Profund Advisors LLC | 20,549 | $896.3K | 0.03% | −3,744−15.4% | Reduced |
| Moody National Bank Trust Division | 20,633 | $900.0K | 0.07% | −214−1.0% | Reduced |
| Semmax Financial Advisors Inc. | 20,041 | $902.7K | 0.30% | −1,277−6.0% | Reduced |