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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 52,397 | $2.29M | 0.04% | −2,094−3.8% | Reduced |
| Clearstead Advisors, LLC | 51,635 | $2.33M | 0.12% | −1,681−3.2% | Reduced |
| Strategic Investment Advisors | 53,490 | $2.33M | 0.30% | +4,352+8.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 53,627 | $2.34M | 0.03% | +1,214+2.3% | Added |
| Redwood Investment Management, LLC | 53,689 | $2.34M | 0.22% | −837−1.5% | Reduced |
| Bridges Investment Management Inc | 53,737 | $2.34M | 0.07% | −5,053−8.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 54,323 | $2.37M | 0.05% | +11,631+27.2% | Added |
| Executive Wealth Group LLC | 57,378 | $2.38M | 0.50% | +38,690+207.0% | Added |
| CoreCap Advisors, LLC | 55,225 | $2.41M | 0.13% | +4,611+9.1% | Added |
| Marcum Wealth, LLC | 55,241 | $2.41M | 0.24% | +1,545+2.9% | Added |
| Verus Financial Partners, Inc. | 55,316 | $2.41M | 0.28% | −6,351−10.3% | Reduced |
| Stratos Wealth Partners, LTD. | 55,557 | $2.42M | 0.04% | −677−1.2% | Reduced |
| LVW Advisors, LLC | 55,816 | $2.43M | 0.41% | +10,417+22.9% | Added |
| Slagle Financial, LLC | 55,867 | $2.44M | 1.32% | −104,513−65.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 56,075 | $2.45M | 0.58% | +1,151+2.1% | Added |
| United Capital Financial Advisers, LLC | 56,161 | $2.45M | 0.02% | +12,971+30.0% | Added |
| Lowe Brockenbrough & Co Inc | 54,944 | $2.45M | 0.17% | −2,710−4.7% | Reduced |
| Ridgepath Capital Management LLC | 56,416 | $2.46M | 2.77% | +46,960+496.6% | Added |
| Park Avenue Securities LLC | 56,937 | $2.48M | 0.03% | −7,555−11.7% | Reduced |
| Hancock Whitney Corp | 57,009 | $2.49M | 0.09% | +5,973+11.7% | Added |
| Elequin Capital LP | 58,022 | $2.49M | 0.48% | −27,778−32.4% | Reduced |
| Concurrent Investment Advisors, LLC | 57,475 | $2.51M | 0.10% | −1,669−2.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 58,127 | $2.54M | 0.41% | +1,908+3.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 58,196 | $2.54M | 0.17% | −4,814−7.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 58,756 | $2.56M | 0.08% | +14,915+34.0% | Added |
| HB Wealth Management, LLC | 58,819 | $2.57M | 0.03% | +10,339+21.3% | Added |
| KPP Advisory Services LLC | 59,081 | $2.58M | 0.71% | −986−1.6% | Reduced |
| Alaska Permanent Fund Corp | 59,090 | $2.58M | 0.04% | +5,715+10.7% | Added |
| Mid-American Wealth Advisory Group, Inc. | 59,096 | $2.58M | 1.74% | +3,840+6.9% | Added |
| PFG Investments, LLC | 59,098 | $2.58M | 0.16% | +44,754+312.0% | Added |
| MONECO Advisors, LLC | 59,188 | $2.58M | 0.41% | −4,036−6.4% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 59,253 | $2.58M | 1.88% | +7,230+13.9% | Added |
| Contrarius Investment Management Ltd | 59,404 | $2.59M | 0.15% | −2,287−3.7% | Reduced |
| Tiaa Trust, National Association | 59,429 | $2.59M | 0.01% | +2,520+4.4% | Added |
| Convergence Investment Partners, LLC | 59,447 | $2.59M | 0.99% | +8,404+16.5% | Added |
| Quantinno Capital Management LP | 59,496 | $2.60M | 0.06% | +16,721+39.1% | Added |
| Haverford Trust Co | 59,650 | $2.60M | 0.03% | −2,470−4.0% | Reduced |
| Investmark Advisory Group LLC | 59,704 | $2.60M | 1.43% | −725−1.2% | Reduced |
| Kovack Advisors, Inc. | 59,858 | $2.61M | 0.32% | +8,152+15.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 60,021 | $2.62M | 0.14% | +7,253+13.7% | Added |
| Waterloo Capital, L.P. | 60,295 | $2.63M | 0.34% | +23,547+64.1% | Added |
| Diversify Advisory Services, LLC | 60,910 | $2.63M | 0.16% | +60,910 | New |
| Grey Street Capital, LLC | 59,061 | $2.63M | 0.36% | +59,061 | New |
| Founders Financial Alliance, LLC | 60,917 | $2.66M | 0.80% | +6,071+11.1% | Added |
| Bryn Mawr Trust Co | 61,163 | $2.67M | 0.10% | +61,163 | New |
| Ieq Capital, LLC | 61,382 | $2.68M | 0.04% | +9,333+17.9% | Added |
| Axxcess Wealth Management, LLC | 61,451 | $2.68M | 0.08% | −1,818−2.9% | Reduced |
| Dana Investment Advisors, Inc. | 61,489 | $2.68M | 0.09% | +1,933+3.2% | Added |
| Norinchukin Bank, The | 61,529 | $2.68M | 0.08% | −1,025−1.6% | Reduced |
| Jarislowsky, Fraser Ltd | 61,700 | $2.69M | 0.02% | −10,300−14.3% | Reduced |
| Financial Partners Group, LLC | 62,482 | $2.73M | 1.05% | +1,156+1.9% | Added |
| Texas Yale Capital Corp. | 62,523 | $2.73M | 0.12% | −345−0.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 62,184 | $2.74M | 0.21% | +11,008+21.5% | Added |
| Principal Securities, Inc. | 62,862 | $2.74M | 0.09% | +2,720+4.5% | Added |
| Mechanics Bank Trust Department | 63,136 | $2.75M | 0.40% | +1,352+2.2% | Added |
| Level Four Advisory Services, LLC | 68,497 | $2.76M | 0.15% | +6,732+10.9% | Added |
| Atlantic Union Bankshares Corp | 63,488 | $2.77M | 0.23% | +3,431+5.7% | Added |
| Capital Square, LLC | 63,823 | $2.78M | 1.97% | +2,347+3.8% | Added |
| Stokes Family Office, LLC | 64,260 | $2.80M | 0.35% | −4,742−6.9% | Reduced |
| Epoch Investment Partners, Inc. | 64,275 | $2.80M | 0.01% | −1,399−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 64,704 | $2.82M | 0.07% | −138,701−68.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 65,410 | $2.85M | 1.06% | −1,735−2.6% | Reduced |
| Bessemer Group Inc | 65,405 | $2.85M | 0.01% | +20,438+45.5% | Added |
| Cornercap Investment Counsel Inc | 65,638 | $2.86M | 0.44% | −1,308−2.0% | Reduced |
| Mayflower Financial Advisors, LLC | 65,794 | $2.87M | 0.48% | −175,892−72.8% | Reduced |
| Torray LLC | 66,943 | $2.92M | 0.44% | −206,580−75.5% | Reduced |
| 3Chopt Investment Partners, LLC | 65,599 | $2.93M | 1.20% | +8,757+15.4% | Added |
| Aviva PLC | 67,734 | $2.95M | 0.01% | −256−0.4% | Reduced |
| Baldwin Brothers Inc | 68,425 | $2.98M | 0.22% | −6,907−9.2% | Reduced |
| Citizens National Bank Trust Department | 69,635 | $3.04M | 0.70% | −1,807−2.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 70,113 | $3.06M | 0.07% | −730,000−91.2% | Reduced |
| Fernwood Investment Management, LLC | 70,964 | $3.10M | 0.90% | +2,226+3.2% | Added |
| Banque Cantonale Vaudoise | 70,978 | $3.10M | 0.12% | +3,251+4.8% | Added |
| Metropolitan Life Insurance Co | 71,125 | $3.10M | 0.14% | −866−1.2% | Reduced |
| Wintrust Investments LLC | 71,358 | $3.11M | 0.27% | −9,834−12.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 71,414 | $3.12M | 0.76% | +2,105+3.0% | Added |
| Cypress Capital Group | 71,628 | $3.12M | 0.37% | −5,977−7.7% | Reduced |
| Renaissance Technologies LLC | 71,800 | $3.13M | 0.00% | −423,339−85.5% | Reduced |
| Heritage Trust Co | 72,128 | $3.15M | 0.42% | −41−0.1% | Reduced |
| HighPoint Advisor Group LLC | 69,973 | $3.15M | 0.22% | +430+0.6% | Added |
| Peapack Gladstone Financial Corp | 72,563 | $3.17M | 0.05% | −13,871−16.0% | Reduced |
| Cornerstone Advisors, LLC | 73,300 | $3.20M | 0.13% | −4,000−5.2% | Reduced |
| Heritage Investors Management Corp | 73,751 | $3.22M | 0.11% | +171+0.2% | Added |
| Verdence Capital Advisors LLC | 74,068 | $3.23M | 0.29% | +6,419+9.5% | Added |
| Krilogy Financial LLC | 74,445 | $3.25M | 0.25% | +74,445 | New |
| Fred Alger Management, LLC | 74,477 | $3.25M | 0.02% | +8,188+12.4% | Added |
| Change Path, LLC | 74,887 | $3.27M | 0.13% | +42,506+131.3% | Added |
| Glenview Trust Co | 75,483 | $3.29M | 0.07% | +6,031+8.7% | Added |
| Dynamic Advisor Solutions LLC | 75,576 | $3.30M | 0.11% | +2,608+3.6% | Added |
| Accurate Wealth Management, LLC | 78,483 | $3.30M | 0.96% | +30,080+62.1% | Added |
| First Citizens Bank & Trust Co | 75,784 | $3.31M | 0.06% | +69,928+1,194.1% | Added |
| Raymond James Trust N.A. | 75,853 | $3.31M | 0.08% | −8,516−10.1% | Reduced |
| Cercano Management LLC | 76,086 | $3.32M | 0.09% | +66,830+722.0% | Added |
| Hollencrest Capital Management | 76,392 | $3.33M | 0.15% | +1,877+2.5% | Added |
| Synergy Financial Management, LLC | 76,670 | $3.34M | 0.57% | −37,885−33.1% | Reduced |
| DoubleLine ETF Adviser LP | 76,999 | $3.36M | 0.86% | +76,999 | New |
| Fifth Third Bancorp | 77,766 | $3.39M | 0.01% | −21,627−21.8% | Reduced |
| Apollon Wealth Management, LLC | 79,154 | $3.45M | 0.11% | +3,289+4.3% | Added |
| CFM Wealth Partners LLC | 79,930 | $3.49M | 0.70% | −1,971−2.4% | Reduced |
| Lincoln National Corp | 80,365 | $3.51M | 0.05% | −2,759−3.3% | Reduced |