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, 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 | 2,574 | $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, 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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 39,306 | $1.71M | 0.03% | −50−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 39,723 | $1.73M | 0.06% | +16,662+72.3% | Added |
| Ellenbecker Investment Group | 39,818 | $1.74M | 0.36% | +445+1.1% | Added |
| Tyler-Stone Wealth Management | 39,879 | $1.74M | 0.77% | −1,936−4.6% | Reduced |
| Amica Mutual Insurance Co | 39,899 | $1.74M | 0.18% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 39,918 | $1.74M | 0.09% | +2,909+7.9% | Added |
| Arkadios Wealth Advisors | 39,989 | $1.74M | 0.14% | +5,191+14.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 40,136 | $1.75M | 0.06% | −1,760−4.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 40,142 | $1.75M | 0.05% | +6,009+17.6% | Added |
| Fortune Financial Advisors, LLC | 40,604 | $1.77M | 1.12% | −238−0.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 40,727 | $1.78M | 0.08% | +3,299+8.8% | Added |
| Pitcairn Co | 40,767 | $1.78M | 0.12% | −3,246−7.4% | Reduced |
| Optimist Retirement Group LLC | 40,822 | $1.78M | 0.91% | +22,588+123.9% | Added |
| WSFS Capital Management, LLC | 41,010 | $1.79M | 0.10% | +768+1.9% | Added |
| South State Corp. | 41,011 | $1.79M | 0.14% | −947−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 41,131 | $1.79M | 0.03% | −1,883−4.4% | Reduced |
| Howard Capital Management Group, LLC | 41,184 | $1.80M | 0.14% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 41,414 | $1.81M | 0.24% | +3,930+10.5% | Added |
| Moors & Cabot, Inc. | 41,532 | $1.81M | 0.10% | +2,967+7.7% | Added |
| Doliver Advisors, LP | 41,685 | $1.82M | 0.51% | −3,650−8.1% | Reduced |
| Trust Co of Vermont | 41,771 | $1.82M | 0.10% | +30,343+265.5% | Added |
| Cornerstone Wealth Management, LLC | 41,823 | $1.82M | 0.15% | +2,471+6.3% | Added |
| Citadel Advisors LLC | 41,875 | $1.83M | 0.00% | −54,684−56.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 42,238 | $1.84M | 0.43% | +1,252+3.1% | Added |
| Paradigm Financial Partners, LLC | 42,251 | $1.84M | 0.40% | +11,523+37.5% | Added |
| Empirical Finance, LLC | 42,265 | $1.84M | 0.11% | +2,150+5.4% | Added |
| Ceera Investments, LLC | 42,330 | $1.85M | 0.81% | +1,155+2.8% | Added |
| Westpac Banking Corp | 42,347 | $1.85M | 0.14% | +199+0.5% | Added |
| Perpetual Ltd | 42,347 | $1.85M | 0.02% | +199+0.5% | Added |
| Hayek Kallen Investment Management | 42,521 | $1.85M | 0.71% | +70.0% | Added |
| Walleye Capital LLC | 42,569 | $1.86M | 0.02% | −180,475−80.9% | Reduced |
| Stratos Wealth Advisors, LLC | 42,837 | $1.87M | 0.11% | −63,570−59.7% | Reduced |
| Summit Trail Advisors, LLC | 41,939 | $1.87M | 0.05% | +31,443+299.6% | Added |
| Alley Investment Management Company, LLC | 42,949 | $1.87M | 0.26% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 42,989 | $1.88M | 0.56% | +325+0.8% | Added |
| Groupama Asset Managment | 19,175 | $1.88M | 0.03% | −84,609−81.5% | Reduced |
| Parallel Advisors, LLC | 43,394 | $1.89M | 0.05% | +8,117+23.0% | Added |
| Personal Cfo Solutions, LLC | 43,453 | $1.90M | 0.30% | +17,289+66.1% | Added |
| Disciplined Equity Management, Inc. | 43,685 | $1.91M | 1.27% | +2,260+5.5% | Added |
| Prosperitas Financial LLC | 43,833 | $1.91M | 1.23% | +8,365+23.6% | Added |
| Private Trust Co NA | 43,913 | $1.92M | 0.21% | +3,078+7.5% | Added |
| Buckhead Capital Management LLC | 44,259 | $1.93M | 0.65% | +9,600+27.7% | Added |
| NEOS Investment Management LLC | 44,382 | $1.94M | 0.12% | +19,311+77.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 44,566 | $1.94M | 0.04% | +1,448+3.4% | Added |
| Cary Street Partner Investment Advisory LLC | 44,585 | $1.94M | 0.08% | +10,998+32.7% | Added |
| Ameritas Advisory Services, LLC | 44,533 | $1.95M | 0.08% | +8,036+22.0% | Added |
| Valeo Financial Advisors, LLC | 45,689 | $1.96M | 0.07% | +3,095+7.3% | Added |
| Stonegate Investment Group, LLC | 44,992 | $1.96M | 0.06% | −1,371−3.0% | Reduced |
| Simmons Bank | 45,315 | $1.98M | 0.15% | +1,607+3.7% | Added |
| Hartford Financial Management Inc. | 45,759 | $2.00M | 0.42% | −101−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 45,772 | $2.00M | 0.01% | +322+0.7% | Added |
| Metis Global Partners, LLC | 46,012 | $2.01M | 0.07% | −1,403−3.0% | Reduced |
| Edgestream Partners, L.P. | 46,322 | $2.02M | 0.10% | +18,450+66.2% | Added |
| Edgar Lomax Co | 46,440 | $2.03M | 0.13% | −4,300−8.5% | Reduced |
| Colony Group, LLC | 46,458 | $2.03M | 0.02% | +19,133+70.0% | Added |
| NewEdge Wealth, LLC | 46,191 | $2.03M | 0.05% | +5,225+12.8% | Added |
| Deltec Asset Management LLC | 46,650 | $2.03M | 0.40% | −4,500−8.8% | Reduced |
| ProVise Management Group, LLC | 46,739 | $2.04M | 0.18% | −10,209−17.9% | Reduced |
| Prospera Financial Services Inc | 46,918 | $2.05M | 0.06% | −304−0.6% | Reduced |
| Waters Parkerson & Co., LLC | 46,943 | $2.05M | 0.11% | +450+1.0% | Added |
| Independent Financial Group, LLC | 47,258 | $2.06M | 0.09% | +2,155+4.8% | Added |
| Cyndeo Wealth Partners, LLC | 47,435 | $2.07M | 0.17% | +38,092+407.7% | Added |
| Confluence Wealth Services, Inc. | 47,745 | $2.08M | 0.19% | +3,930+9.0% | Added |
| Squarepoint Ops LLC | 47,824 | $2.09M | 0.01% | −645,105−93.1% | Reduced |
| Rakuten Investment Management, Inc. | 47,941 | $2.09M | 0.02% | +43,563+995.0% | Added |
| Financial Sense Advisors, Inc. | 47,990 | $2.09M | 0.74% | −1,353−2.7% | Reduced |
| HM Payson & Co | 48,152 | $2.10M | 0.04% | +5,522+13.0% | Added |
| Proequities, Inc. | 47,174 | $2.10M | 0.14% | −454−1.0% | Reduced |
| Simplicity Wealth,LLC | 48,272 | $2.11M | 0.05% | +48,272 | New |
| SeaCrest Wealth Management, LLC | 48,283 | $2.11M | 0.26% | −7,001−12.7% | Reduced |
| Harbour Investments, Inc. | 48,460 | $2.11M | 0.07% | +5,959+14.0% | Added |
| Vontobel Holding Ltd. | 48,756 | $2.13M | 0.02% | +12,062+32.9% | Added |
| Silvercrest Asset Management Group LLC | 48,764 | $2.13M | 0.01% | −1,862−3.7% | Reduced |
| TownSquare Capital, LLC | 49,144 | $2.14M | 0.03% | +19,781+67.4% | Added |
| Capital Investment Advisory Services, LLC | 49,242 | $2.15M | 0.23% | −728−1.5% | Reduced |
| Parthenon LLC | 49,295 | $2.15M | 0.27% | −4,000−7.5% | Reduced |
| Hilltop Holdings Inc. | 49,370 | $2.15M | 0.24% | +2,756+5.9% | Added |
| Wolverine Trading, LLC | 49,708 | $2.17M | 0.02% | −180,406−78.4% | Reduced |
| Sunbelt Securities, Inc. | 49,827 | $2.17M | 0.24% | +12,849+34.7% | Added |
| MYDA Advisors LLC | 50,000 | $2.18M | 0.76% | +50,000 | New |
| Verus Capital Partners, LLC | 50,057 | $2.18M | 0.24% | −546−1.1% | Reduced |
| Hunter Associates Investment Management LLC | 50,048 | $2.19M | 0.37% | +573+1.2% | Added |
| Federated Hermes, Inc. | 50,189 | $2.19M | 0.01% | −6,963−12.2% | Reduced |
| Kinloch Capital, LLC | 50,244 | $2.19M | 1.13% | +10,527+26.5% | Added |
| We Are One Seven, LLC | 50,380 | $2.20M | 0.11% | +2,109+4.4% | Added |
| Sepio Capital, LP | 50,415 | $2.20M | 0.19% | −3,453−6.4% | Reduced |
| Leelyn Smith, LLC | 50,485 | $2.20M | 0.44% | +1,057+2.1% | Added |
| Moran Wealth Management, LLC | 50,548 | $2.20M | 0.07% | +18,523+57.8% | Added |
| Pekin Hardy Strauss, Inc. | 50,654 | $2.21M | 0.30% | −9,208−15.4% | Reduced |
| Meitav Dash Investments Ltd | 50,657 | $2.21M | 0.04% | −30,046−37.2% | Reduced |
| HBW Advisory Services LLC | 55,142 | $2.22M | 0.42% | 00.0% | Unchanged |
| Associated Banc-Corp | 51,050 | $2.23M | 0.07% | −1,293−2.5% | Reduced |
| Allworth Financial LP | 51,140 | $2.23M | 0.02% | −4,149−7.5% | Reduced |
| Argent Trust Co | 51,235 | $2.23M | 0.10% | −3,729−6.8% | Reduced |
| Cohen Klingenstein LLC | 51,479 | $2.25M | 0.08% | 00.0% | Unchanged |
| Trust Co of Virginia | 51,538 | $2.25M | 0.22% | −2,416−4.5% | Reduced |
| Hosking Partners LLP | 51,587 | $2.25M | 0.08% | −262−0.5% | Reduced |
| Ostrum Asset Management | 51,990 | $2.27M | 0.18% | 00.0% | Unchanged |
| NBT Bank N A | 52,177 | $2.28M | 0.17% | −1,021−1.9% | Reduced |
| Bogart Wealth, LLC | 52,395 | $2.29M | 0.12% | −3,532−6.3% | Reduced |