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
- 1,902
- +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
- 749 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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 20,863 | $910.0K | 0.39% | −24−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,895 | $911.4K | 0.21% | 00.0% | Unchanged |
| Dodge & Cox | 21,000 | $916.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 21,085 | $919.7K | 0.01% | −49,230−70.0% | Reduced |
| HCR Wealth Advisors | 21,238 | $926.4K | 0.14% | +128+0.6% | Added |
| Dudley Capital Management, LLC | 21,518 | $930.0K | 0.54% | −9,942−31.6% | Reduced |
| Smith, Moore & Co. | 21,358 | $931.7K | 0.10% | +1,470+7.4% | Added |
| Quadrature Capital Ltd | 21,372 | $932.2K | 0.02% | +21,372 | New |
| Crawford Investment Counsel Inc | 21,417 | $934.2K | 0.02% | −8,611−28.7% | Reduced |
| Sandy Spring Bank | 21,443 | $936.5K | 0.04% | −3,866−15.3% | Reduced |
| Welch & Forbes LLC | 21,493 | $937.5K | 0.01% | −1,622−7.0% | Reduced |
| Financial Counselors Inc | 21,520 | $938.7K | 0.02% | −10,051−31.8% | Reduced |
| ETF Store, Inc. | 21,655 | $944.6K | 0.54% | +15+0.1% | Added |
| Charter Research & Investment Group, Inc. | 21,667 | $945.1K | 0.75% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 21,688 | $946.0K | 0.42% | −1,018−4.5% | Reduced |
| Capital Fund Management S.A. | 21,692 | $946.2K | 0.01% | −927,994−97.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 21,874 | $954.2K | 0.16% | +3,403+18.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 21,952 | $957.5K | 0.11% | +12,507+132.4% | Added |
| FRG Family Wealth Advisors LLC | 21,867 | $958.0K | 0.19% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 21,968 | $958.2K | 0.51% | +1,327+6.4% | Added |
| Paragon Financial Partners, Inc. | 21,978 | $958.7K | 0.79% | +10,520+91.8% | Added |
| One Capital Management, LLC | 21,990 | $959.2K | 0.03% | −300−1.3% | Reduced |
| Rothschild Investment LLC | 22,000 | $959.6K | 0.07% | −117−0.5% | Reduced |
| Leisure Capital Management | 22,109 | $964.4K | 0.48% | −24−0.1% | Reduced |
| Jacobi Capital Management LLC | 22,156 | $966.5K | 0.09% | +987+4.7% | Added |
| Burford Brothers, Inc. | 22,326 | $973.9K | 0.64% | −259−1.1% | Reduced |
| Imprint Wealth LLC | 22,621 | $977.7K | 0.24% | +5,077+28.9% | Added |
| United Advisor Group, LLC | 22,560 | $984.1K | 0.37% | +22,560 | New |
| Morningstar Investment Management LLC | 22,595 | $986.0K | 0.11% | 00.0% | Unchanged |
| Winton Group Ltd | 22,678 | $989.2K | 0.07% | +22,678 | New |
| Clear Creek Financial Management, LLC | 22,684 | $989.6K | 0.13% | +13,161+138.2% | Added |
| Griffin Asset Management, Inc. | 22,918 | $999.7K | 0.12% | +2,667+13.2% | Added |
| Modera Wealth Management, LLC | 22,944 | $1.00M | 0.02% | −1,723−7.0% | Reduced |
| Rehmann Capital Advisory Group | 23,003 | $1.00M | 0.07% | −189−0.8% | Reduced |
| Sumitomo Life Insurance Co | 23,068 | $1.01M | 0.03% | −1,015−4.2% | Reduced |
| CAPROCK Group, Inc. | 22,607 | $1.01M | 0.06% | +1,653+7.9% | Added |
| Capula Management Ltd | 23,120 | $1.01M | 0.03% | +1,308+6.0% | Added |
| Alpha Cubed Investments, LLC | 23,335 | $1.02M | 0.05% | −780−3.2% | Reduced |
| Ignite Planners, LLC | 23,566 | $1.02M | 0.29% | −4,251−15.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 25,290 | $1.02M | 0.39% | −8,027−24.1% | Reduced |
| Shoker Investment Counsel, Inc. | 23,805 | $1.03M | 0.37% | −2,278−8.7% | Reduced |
| Crestwood Advisors Group LLC | 23,625 | $1.03M | 0.02% | +576+2.5% | Added |
| Certified Advisory Corp | 23,866 | $1.04M | 0.15% | −854−3.5% | Reduced |
| Fiduciary Trust Co | 23,885 | $1.04M | 0.02% | +2,225+10.3% | Added |
| Mill Capital Management, LLC | 23,886 | $1.04M | 0.09% | −3,300−12.1% | Reduced |
| Wedbush Securities Inc | 23,943 | $1.04M | 0.04% | −1,890−7.3% | Reduced |
| Bramshill Investments, LLC | 23,949 | $1.04M | 0.12% | −651−2.6% | Reduced |
| Bradley Foster & Sargent Inc | 24,001 | $1.05M | 0.02% | +91+0.4% | Added |
| Mission Wealth Management, LP | 24,063 | $1.05M | 0.03% | −14,939−38.3% | Reduced |
| Institutional & Family Asset Management, LLC | 24,085 | $1.05M | 0.17% | +61+0.3% | Added |
| Silverlake Wealth Management LLC | 24,107 | $1.05M | 0.54% | +2,304+10.6% | Added |
| HBK Sorce Advisory LLC | 24,189 | $1.06M | 0.04% | +1,293+5.6% | Added |
| Wealth Alliance Advisory Group, LLC | 24,246 | $1.06M | 0.25% | +354+1.5% | Added |
| Harbor Capital Advisors, Inc. | 24,297 | $1.06M | 0.14% | −2,534−9.4% | Reduced |
| Pearl River Capital, LLC | 24,368 | $1.06M | 0.17% | −10,661−30.4% | Reduced |
| Farther Finance Advisors, LLC | 24,748 | $1.07M | 0.07% | +5,542+28.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 24,547 | $1.07M | 0.26% | +2,058+9.2% | Added |
| First Hawaiian Bank | 24,716 | $1.08M | 0.03% | −759−3.0% | Reduced |
| First Horizon Advisors, Inc. | 24,758 | $1.08M | 0.03% | −3,530−12.5% | Reduced |
| Lakeview Capital Partners, LLC | 24,847 | $1.08M | 0.18% | +90.0% | Added |
| Burns J W & Co Inc | 24,856 | $1.08M | 0.15% | −1,426−5.4% | Reduced |
| Madden Securities Corp | 24,907 | $1.09M | 0.50% | +2,300+10.2% | Added |
| Meeder Advisory Services, Inc. | 24,997 | $1.09M | 0.11% | +406+1.7% | Added |
| Ally Financial Inc. | 25,000 | $1.09M | 0.15% | −65,000−72.2% | Reduced |
| Close Asset Management Ltd | 25,044 | $1.09M | 0.04% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 25,159 | $1.10M | 0.03% | −31,300−55.4% | Reduced |
| Park National Corp | 25,181 | $1.10M | 0.04% | −2,931−10.4% | Reduced |
| Logan Capital Management Inc | 25,219 | $1.10M | 0.05% | 00.0% | Unchanged |
| Quilter Plc | 25,295 | $1.10M | 0.03% | −254−1.0% | Reduced |
| Capital CS Group, LLC | 25,350 | $1.11M | 1.11% | +127+0.5% | Added |
| Radnor Capital Management, LLC | 25,347 | $1.11M | 0.19% | −952−3.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 25,495 | $1.11M | 0.71% | −40.0% | Reduced |
| Berkshire Asset Management LLC | 25,728 | $1.12M | 0.06% | −2,304−8.2% | Reduced |
| Private Portfolio Partners LLC | 25,728 | $1.12M | 0.23% | −7,305−22.1% | Reduced |
| Signaturefd, LLC | 25,811 | $1.13M | 0.02% | +2,896+12.6% | Added |
| Flagship Harbor Advisors, LLC | 25,920 | $1.13M | 0.07% | −1,242−4.6% | Reduced |
| Cascade Investment Group, Inc. | 26,059 | $1.14M | 0.85% | −535−2.0% | Reduced |
| Narwhal Capital Management | 26,075 | $1.14M | 0.11% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 25,604 | $1.14M | 0.07% | −1,218−4.5% | Reduced |
| Focused Wealth Management, Inc | 26,204 | $1.14M | 0.18% | +408+1.6% | Added |
| GoalVest Advisory LLC | 26,216 | $1.14M | 0.38% | +2,376+10.0% | Added |
| Traynor Capital Management, Inc. | 26,292 | $1.15M | 0.11% | +832+3.3% | Added |
| Keynote Financial Services LLC | 26,374 | $1.15M | 0.97% | +26,374 | New |
| Atom Investors LP | 26,764 | $1.17M | 0.15% | +26,764 | New |
| Berkeley Capital Partners, LLC | 26,801 | $1.17M | 0.36% | +4,679+21.2% | Added |
| Whitener Capital Management, Inc. | 26,920 | $1.17M | 0.38% | +6,809+33.9% | Added |
| Greenfield Savings Bank | 26,926 | $1.17M | 0.62% | −225−0.8% | Reduced |
| Sonora Investment Management Group, LLC | 26,955 | $1.18M | 0.09% | −2,149−7.4% | Reduced |
| Keudell/Morrison Wealth Management | 26,964 | $1.18M | 0.36% | +1,570+6.2% | Added |
| Belpointe Asset Management LLC | 27,072 | $1.18M | 0.09% | −12,273−31.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 27,115 | $1.18M | 0.16% | +386+1.4% | Added |
| Geneos Wealth Management Inc. | 27,218 | $1.19M | 0.05% | +1,068+4.1% | Added |
| XML Financial, LLC | 27,297 | $1.19M | 0.12% | −400−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,317 | $1.19M | 0.01% | +21,746+390.3% | Added |
| EFG Asset Management (Americas) Corp. | 27,338 | $1.19M | 0.36% | −16,831−38.1% | Reduced |
| Integrated Advisors Network LLC | 27,422 | $1.20M | 0.06% | +1,944+7.6% | Added |
| Applied Capital LLC | 27,505 | $1.20M | 0.98% | +621+2.3% | Added |
| Delta Capital Management LLC | 27,690 | $1.21M | 0.80% | −50−0.2% | Reduced |
| Kathmere Capital Management, LLC | 27,708 | $1.21M | 0.14% | +6,288+29.4% | Added |
| Ausdal Financial Partners, Inc. | 27,819 | $1.21M | 0.14% | +619+2.3% | Added |