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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 129,798 | $5.79M | 0.27% | +11,912+10.1% | Added |
| Rafferty Asset Management, LLC | 133,878 | $5.84M | 0.02% | −3,356−2.4% | Reduced |
| Kentucky Retirement Systems | 133,922 | $5.84M | 0.17% | −7,589−5.4% | Reduced |
| Inlet Private Wealth, LLC | 134,199 | $5.85M | 1.63% | −6,450−4.6% | Reduced |
| GTS Securities LLC | 135,202 | $5.90M | 0.16% | −660−0.5% | Reduced |
| Keybank National Association | 136,643 | $5.96M | 0.02% | −18,651−12.0% | Reduced |
| Avantax Planning Partners, Inc. | 138,264 | $6.03M | 0.20% | +69,537+101.2% | Added |
| Walleye Trading LLC | 138,374 | $6.04M | 0.10% | −49,201−26.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 140,201 | $6.12M | 0.83% | −24,920−15.1% | Reduced |
| Stephens Inc | 141,608 | $6.18M | 0.10% | +14,639+11.5% | Added |
| Stony Point Wealth Management Inc. | 142,379 | $6.21M | 2.70% | −4,601−3.1% | Reduced |
| Windle Wealth, LLC | 147,429 | $6.43M | 4.10% | +9,384+6.8% | Added |
| Brinker Capital Investments, LLC | 148,025 | $6.46M | 0.07% | −14,090−8.7% | Reduced |
| Orion Portfolio Solutions, LLC | 148,025 | $6.46M | 0.07% | −14,090−8.7% | Reduced |
| Great Valley Advisor Group, Inc. | 148,175 | $6.46M | 0.20% | +2,705+1.9% | Added |
| Janus Henderson Group PLC | 148,700 | $6.49M | 0.00% | −9,402−5.9% | Reduced |
| Synovus Financial Corp | 150,218 | $6.55M | 0.09% | −34,560−18.7% | Reduced |
| Oregon Public Employees Retirement Fund | 150,727 | $6.57M | 0.13% | −148,561−49.6% | Reduced |
| Auxier Asset Management | 153,013 | $6.67M | 1.02% | −2,254−1.5% | Reduced |
| Insight Folios Inc | 153,971 | $6.72M | 2.72% | +2,255+1.5% | Added |
| Wealthfront Advisers LLC | 154,898 | $6.76M | 0.02% | −22,781−12.8% | Reduced |
| Huntington National Bank | 157,484 | $6.87M | 0.06% | −14,869−8.6% | Reduced |
| Advisory Services Network, LLC | 159,934 | $6.98M | 0.15% | −32,822−17.0% | Reduced |
| Principal Street Partners, LLC | 159,307 | $7.00M | 1.32% | +56,055+54.3% | Added |
| Blair William & Co | 162,641 | $7.09M | 0.02% | −9,433−5.5% | Reduced |
| Newport Trust Co | 164,341 | $7.17M | 0.02% | −3,702−2.2% | Reduced |
| TD Waterhouse Canada Inc. | 150,746 | $7.18M | 0.05% | +1,229+0.8% | Added |
| Cedar Wealth Management, LLC | 165,709 | $7.23M | 2.38% | −37,479−18.4% | Reduced |
| Old National Bancorp | 166,089 | $7.24M | 0.17% | +9,842+6.3% | Added |
| Private Advisor Group, LLC | 169,551 | $7.40M | 0.05% | +1,938+1.2% | Added |
| Intact Investment Management Inc. | 170,600 | $7.44M | 0.29% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 171,219 | $7.47M | 0.08% | −5,103−2.9% | Reduced |
| Bard Financial Services, Inc. | 174,717 | $7.62M | 0.81% | +11,405+7.0% | Added |
| Busey Wealth Management | 176,656 | $7.71M | 0.27% | +1,469+0.8% | Added |
| Crossmark Global Holdings, Inc. | 179,079 | $7.81M | 0.15% | +37,308+26.3% | Added |
| Atria Wealth Solutions, Inc. | 178,465 | $7.82M | 0.09% | +16,837+10.4% | Added |
| Miller Howard Investments Inc | 180,000 | $7.85M | 0.26% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 180,133 | $7.86M | 0.89% | +28,600+18.9% | Added |
| Viking Fund Management LLC | 180,250 | $7.86M | 1.42% | +3,650+2.1% | Added |
| Daiwa Securities Group Inc. | 182,409 | $7.96M | 0.04% | +22,417+14.0% | Added |
| Pathstone Holdings, LLC | 182,319 | $7.98M | 0.04% | −23,855−11.6% | Reduced |
| Kestra Private Wealth Services, LLC | 183,962 | $8.02M | 0.18% | +12,509+7.3% | Added |
| Pinnacle Financial Partners Inc | 183,978 | $8.03M | 0.17% | +13,453+7.9% | Added |
| Capital Management Corp | 184,311 | $8.04M | 1.53% | −64,721−26.0% | Reduced |
| Beacon Pointe Advisors, LLC | 184,617 | $8.05M | 0.09% | −79,291−30.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 185,052 | $8.07M | 0.06% | +81,942+79.5% | Added |
| Northern Oak Wealth Management Inc | 185,437 | $8.09M | 0.96% | −9,977−5.1% | Reduced |
| Thornburg Investment Management Inc | 187,900 | $8.20M | 0.11% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 188,085 | $8.20M | 0.55% | +23,387+14.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 198,678 | $8.23M | 1.58% | −961−0.5% | Reduced |
| Brown Advisory Inc | 189,817 | $8.28M | 0.01% | −9,858−4.9% | Reduced |
| AlTi Global, Inc. | 190,866 | $8.34M | 0.23% | +15,123+8.6% | Added |
| Hennessy Advisors Inc | 191,700 | $8.36M | 0.35% | +81,700+74.3% | Added |
| Jacobs Levy Equity Management, Inc | 195,097 | $8.51M | 0.04% | +18,482+10.5% | Added |
| Artemis Investment Management LLP | 196,851 | $8.58M | 0.11% | +101,669+106.8% | Added |
| Dean Investment Associates, LLC | 197,359 | $8.61M | 1.18% | +47,954+32.1% | Added |
| WBI Investments | 197,918 | $8.63M | 1.80% | +20,404+11.5% | Added |
| Glenmede Trust Co NA | 199,547 | $8.70M | 0.04% | −14,950−7.0% | Reduced |
| GWM Advisors LLC | 199,626 | $8.71M | 0.08% | −8,805−4.2% | Reduced |
| Toroso Investments, LLC | 201,795 | $8.80M | 0.15% | +73,310+57.1% | Added |
| Oppenheimer & Co Inc | 207,117 | $9.03M | 0.15% | +16,008+8.4% | Added |
| Nissay Asset Management Corp | 208,042 | $9.07M | 0.06% | −3,740−1.8% | Reduced |
| Xponance, Inc. | 208,348 | $9.09M | 0.10% | +13,417+6.9% | Added |
| GAM Holding AG | 208,576 | $9.10M | 0.66% | +134+0.1% | Added |
| Greylin Investment Mangement Inc | 209,877 | $9.15M | 1.47% | +35,851+20.6% | Added |
| Gotham Asset Management, LLC | 210,588 | $9.19M | 0.14% | +1,609+0.8% | Added |
| British Columbia Investment Management Corp | 211,830 | $9.24M | 0.06% | +7,539+3.7% | Added |
| Systematic Alpha Investments, LLC | 212,638 | $9.28M | 0.37% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 215,210 | $9.40M | 0.10% | −238,696−52.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 217,473 | $9.49M | 0.01% | −11,135−4.9% | Reduced |
| Wellington Management Group LLP | 219,894 | $9.59M | 0.00% | +18,026+8.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 219,946 | $9.59M | 0.12% | +11,339+5.4% | Added |
| Capital International Inc | 220,812 | $9.63M | 0.13% | +40,298+22.3% | Added |
| Benedict Financial Advisors Inc | 220,875 | $9.63M | 2.44% | +2,124+1.0% | Added |
| ProShare Advisors LLC | 221,181 | $9.65M | 0.03% | −6,128−2.7% | Reduced |
| Kingsview Wealth Management, LLC | 222,335 | $9.70M | 0.24% | +12,619+6.0% | Added |
| Snowden Capital Advisors LLC | 220,590 | $9.83M | 0.31% | +51,628+30.6% | Added |
| Cresset Asset Management, LLC | 221,256 | $9.84M | 0.05% | +29,972+15.7% | Added |
| Cullen/Frost Bankers, Inc. | 227,417 | $9.92M | 0.15% | −3,151−1.4% | Reduced |
| South Dakota Investment Council | 228,008 | $9.95M | 0.21% | 00.0% | Unchanged |
| Korea Investment CORP | 228,555 | $9.97M | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 230,959 | $10.1M | 0.11% | −2,950−1.3% | Reduced |
| CWM, LLC | 234,207 | $10.2M | 0.05% | +13,696+6.2% | Added |
| New York Life Investment Management LLC | 234,792 | $10.2M | 0.10% | −3,411−1.4% | Reduced |
| SG Americas Securities, LLC | 241,832 | $10.5M | 0.05% | +153,742+174.5% | Added |
| Regal Investment Advisors LLC | 241,854 | $10.5M | 0.72% | +4,110+1.7% | Added |
| Guggenheim Capital LLC | 245,016 | $10.7M | 0.08% | +10,178+4.3% | Added |
| Public Employees Retirement Association of Colorado | 249,806 | $10.9M | 0.05% | −13,851−5.3% | Reduced |
| Lighthouse Investment Partners, LLC | 250,000 | $10.9M | 0.64% | +250,000 | New |
| Brown Brothers Harriman & Co | 250,463 | $10.9M | 0.08% | −398−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 256,703 | $11.1M | 0.02% | +13,536+5.6% | Added |
| Centre Asset Management, LLC | 255,872 | $11.2M | 2.66% | +5,025+2.0% | Added |
| Mediolanum International Funds Ltd | 261,985 | $11.4M | 0.19% | +261,985 | New |
| ING Groep NV | 264,747 | $11.5M | 0.08% | −500,456−65.4% | Reduced |
| Verity & Verity, LLC | 267,105 | $11.7M | 1.30% | +2,553+1.0% | Added |
| Adams Asset Advisors, LLC | 269,174 | $11.7M | 1.52% | +3,612+1.4% | Added |
| Sapient Capital LLC | 264,248 | $11.8M | 0.26% | −5,457−2.0% | Reduced |
| NorthRock Partners, LLC | 267,411 | $11.9M | 0.46% | −8,349−3.0% | Reduced |
| RMB Capital Management, LLC | 276,902 | $12.1M | 0.28% | +16,370+6.3% | Added |
| Advisors Capital Management, LLC | 278,586 | $12.2M | 0.22% | +453+0.2% | Added |