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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 81,916 | $3.57M | 0.32% | −516−0.6% | Reduced |
| Formidable Asset Management, LLC | 81,966 | $3.58M | 0.58% | −1,321−1.6% | Reduced |
| Savoir Faire Capital Management, L.P. | 82,143 | $3.58M | 1.65% | −63,851−43.7% | Reduced |
| Integrated Wealth Concepts LLC | 82,172 | $3.58M | 0.05% | +7,581+10.2% | Added |
| Clark Estates Inc | 83,200 | $3.63M | 0.60% | +14,800+21.6% | Added |
| Bokf, NA | 83,997 | $3.63M | 0.07% | −24,899−22.9% | Reduced |
| Nomura Holdings Inc | 83,430 | $3.64M | 0.03% | −56,465−40.4% | Reduced |
| Massmutual Trust Co FSB | 83,694 | $3.65M | 0.11% | −1,061−1.3% | Reduced |
| Global Retirement Partners, LLC | 83,825 | $3.66M | 0.14% | +3,999+5.0% | Added |
| Cornerstone Wealth Group, LLC | 84,040 | $3.67M | 0.34% | +3,282+4.1% | Added |
| MainStreet Investment Advisors LLC | 84,129 | $3.67M | 0.44% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 84,221 | $3.67M | 0.12% | +597+0.7% | Added |
| Octavia Wealth Advisors, LLC | 82,692 | $3.68M | 0.54% | +44,825+118.4% | Added |
| Freestone Capital Holdings, LLC | 84,586 | $3.69M | 0.14% | +8,562+11.3% | Added |
| Group One Trading, L.P. | 85,298 | $3.72M | 0.13% | +36,800+75.9% | Added |
| Merit Financial Group, LLC | 85,367 | $3.72M | 0.09% | +13,353+18.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 85,640 | $3.74M | 0.30% | +667+0.8% | Added |
| Johnson Investment Counsel Inc | 85,905 | $3.75M | 0.04% | −647−0.7% | Reduced |
| Park Circle Co | 86,050 | $3.75M | 3.50% | 00.0% | Unchanged |
| Ascent Group, LLC | 86,140 | $3.76M | 0.33% | −329−0.4% | Reduced |
| Financial Security Advisor, Inc. | 86,789 | $3.79M | 1.32% | +5,484+6.7% | Added |
| Sigma Planning Corp | 87,664 | $3.82M | 0.12% | +34,187+63.9% | Added |
| M&G Plc | 87,857 | $3.87M | 0.02% | +87,857 | New |
| New Mexico Educational Retirement Board | 89,095 | $3.89M | 0.14% | −3,800−4.1% | Reduced |
| Highland Capital Management, LLC | 89,253 | $3.89M | 0.22% | −1,020−1.1% | Reduced |
| Hantz Financial Services, Inc. | 89,403 | $3.90M | 0.08% | −5,550−5.8% | Reduced |
| B&D White Capital Company, LLC | 89,915 | $3.92M | 0.87% | −333,450−78.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 89,984 | $3.92M | 0.11% | −1,963−2.1% | Reduced |
| National Asset Management, Inc. | 91,794 | $3.95M | 0.11% | +11,546+14.4% | Added |
| CX Institutional | 91,178 | $3.98M | 0.19% | +8,500+10.3% | Added |
| Steward Partners Investment Advisory, LLC | 91,597 | $4.00M | 0.04% | −8,235−8.2% | Reduced |
| iA Global Asset Management Inc. | 92,361 | $4.03M | 0.08% | +131+0.1% | Added |
| Heritage Wealth Advisors | 92,446 | $4.03M | 0.18% | +137+0.1% | Added |
| Aua Capital Management, LLC | 92,489 | $4.03M | 2.32% | +120+0.1% | Added |
| Edmp, Inc. | 92,527 | $4.04M | 3.37% | −161−0.2% | Reduced |
| Baugh & Associates, LLC | 93,149 | $4.06M | 2.16% | −932−1.0% | Reduced |
| Savant Capital, LLC | 93,405 | $4.07M | 0.05% | +42,528+83.6% | Added |
| CWA Asset Management Group, LLC | 94,223 | $4.11M | 0.25% | −10,426−10.0% | Reduced |
| Capstone Investment Advisors, LLC | 95,169 | $4.15M | 0.08% | −18,471−16.3% | Reduced |
| Grassi Investment Management | 95,186 | $4.15M | 0.38% | −200−0.2% | Reduced |
| Tyche Wealth Partners LLC | 95,958 | $4.19M | 1.02% | −2,069−2.1% | Reduced |
| Foundations Investment Advisors, LLC | 96,364 | $4.20M | 0.11% | +1,608+1.7% | Added |
| Meyer Handelman Co | 96,482 | $4.21M | 0.15% | +23,800+32.7% | Added |
| Venture Visionary Partners LLC | 96,552 | $4.21M | 0.20% | +1,574+1.7% | Added |
| Scotia Capital Inc. | 97,080 | $4.23M | 0.03% | +3,759+4.0% | Added |
| Rbo & Co LLC | 99,473 | $4.34M | 0.72% | −175−0.2% | Reduced |
| Altrius Capital Management Inc | 99,489 | $4.34M | 1.09% | +12,869+14.9% | Added |
| Beacon Financial Group | 99,518 | $4.34M | 0.50% | −2,562−2.5% | Reduced |
| Coston, McIsaac & Partners | 99,631 | $4.34M | 1.40% | +2,270+2.3% | Added |
| Clifford Swan Investment Counsel LLC | 100,949 | $4.40M | 0.16% | −2,537−2.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 101,087 | $4.41M | 0.02% | +63,701+170.4% | Added |
| Johnson Financial Group, Inc. | 99,690 | $4.44M | 0.24% | +28,540+40.1% | Added |
| Hutner Capital Management Inc | 102,056 | $4.45M | 2.41% | +210.0% | Added |
| Atria Investments LLC | 102,257 | $4.46M | 0.06% | +9,290+10.0% | Added |
| Crestline Management, LP | 102,321 | $4.46M | 0.42% | +102,321 | New |
| Louisiana State Employees Retirement System | 102,700 | $4.48M | 0.09% | −4,200−3.9% | Reduced |
| Shilanski & Associates, Inc. | 102,870 | $4.49M | 1.55% | +3,853+3.9% | Added |
| Ar Asset Management Inc | 103,076 | $4.50M | 1.10% | 00.0% | Unchanged |
| Brookstone Capital Management | 103,268 | $4.50M | 0.08% | +8,777+9.3% | Added |
| Sather Financial Group Inc | 103,732 | $4.52M | 0.32% | −51,868−33.3% | Reduced |
| Regions Financial Corp | 103,768 | $4.53M | 0.03% | −4,919−4.5% | Reduced |
| Securian Asset Management, Inc | 103,866 | $4.53M | 0.13% | −8,148−7.3% | Reduced |
| LVM Capital Management Ltd | 104,180 | $4.54M | 0.54% | −24,893−19.3% | Reduced |
| JustInvest LLC | 104,492 | $4.56M | 0.10% | −6,406−5.8% | Reduced |
| Avantax Advisory Services, Inc. | 104,994 | $4.58M | 0.04% | −9,576−8.4% | Reduced |
| Whittier Trust Co | 105,780 | $4.61M | 0.07% | −3,734−3.4% | Reduced |
| Hyman Charles D | 106,846 | $4.66M | 0.26% | −3,880−3.5% | Reduced |
| Man Group plc | 107,278 | $4.68M | 0.01% | +39,277+57.8% | Added |
| Credit Agricole S A | 113,375 | $4.68M | 0.08% | +57,084+101.4% | Added |
| Butensky & Cohen Financial Security, Inc | 108,233 | $4.72M | 1.47% | +3,578+3.4% | Added |
| BBR Partners, LLC | 110,084 | $4.80M | 0.38% | +66,824+154.5% | Added |
| Salomon & Ludwin, LLC | 110,263 | $4.81M | 0.41% | −4,444−3.9% | Reduced |
| Keystone Financial Planning, Inc. | 110,376 | $4.81M | 1.56% | −4,898−4.2% | Reduced |
| GLOBALT Investments LLC | 110,428 | $4.82M | 0.19% | +2,306+2.1% | Added |
| Sage Capital Advisors,llc | 111,596 | $4.87M | 1.41% | −2,063−1.8% | Reduced |
| SYSTM Wealth Solutions LLC | 110,534 | $4.87M | 0.62% | +9,054+8.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 112,897 | $4.92M | 2.02% | +41,609+58.4% | Added |
| First National Trust Co | 113,148 | $4.94M | 0.20% | +3,002+2.7% | Added |
| Hartford Investment Management Co | 114,075 | $4.98M | 0.18% | −5,181−4.3% | Reduced |
| Tectonic Advisors LLC | 115,518 | $5.04M | 0.38% | +15,237+15.2% | Added |
| Boyer & Corporon Wealth Management, LLC | 115,984 | $5.06M | 1.74% | +5,091+4.6% | Added |
| SpiderRock Advisors, LLC | 113,690 | $5.06M | 0.16% | +113,690 | New |
| Gateway Investment Advisers LLC | 116,498 | $5.08M | 0.06% | −672,626−85.2% | Reduced |
| Valley National Advisers Inc | 116,693 | $5.09M | 0.77% | −7,977−6.4% | Reduced |
| KWMG, LLC | 117,920 | $5.14M | 0.56% | +5,214+4.6% | Added |
| Mutual Advisors, LLC | 119,939 | $5.23M | 0.17% | +2,890+2.5% | Added |
| Equitable Holdings, Inc. | 120,906 | $5.27M | 0.06% | −7,484−5.8% | Reduced |
| Symphony Financial, Ltd. Co. | 123,063 | $5.37M | 1.25% | +2,865+2.4% | Added |
| Kennon-Green & Company, LLC | 124,514 | $5.43M | 5.07% | +2,066+1.7% | Added |
| First Manhattan Co | 125,222 | $5.46M | 0.02% | −17,608−12.3% | Reduced |
| Schwerin Boyle Capital Management Inc | 125,640 | $5.48M | 0.55% | 00.0% | Unchanged |
| KBC Group NV | 126,008 | $5.50M | 0.02% | +5,925+4.9% | Added |
| Clear Street Markets LLC | 127,400 | $5.56M | 2.54% | +49,800+64.2% | Added |
| Aptus Capital Advisors, LLC | 128,454 | $5.60M | 0.12% | +13,349+11.6% | Added |
| Commonwealth Retirement Investments LLC | 128,603 | $5.61M | 2.68% | +49,268+62.1% | Added |
| Ritholtz Wealth Management | 130,362 | $5.69M | 0.20% | +4,292+3.4% | Added |
| Independent Advisor Alliance | 130,380 | $5.69M | 0.21% | +92+0.1% | Added |
| MAI Capital Management | 130,407 | $5.69M | 0.06% | +37,257+40.0% | Added |
| Maryland State Retirement & Pension System | 139,055 | $5.69M | 0.11% | 00.0% | Unchanged |
| Central Trust Co | 132,524 | $5.78M | 0.14% | −4,024−2.9% | Reduced |