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
- 1,903
- +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
- 750 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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 583 | $25.4K | 0.01% | −177−23.3% | Reduced |
| Accordant Advisory Group Inc | 600 | $26.2K | 0.02% | +600 | New |
| Northwest Bank & Trust Co | 600 | $26.3K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 614 | $26.8K | 0.00% | −131−17.6% | Reduced |
| IAG Wealth Partners, LLC | 616 | $26.8K | 0.01% | +15+2.5% | Added |
| Providence Capital Advisors, LLC | 620 | $27.1K | 0.01% | −346−35.8% | Reduced |
| BNP Paribas | 630 | $27.5K | 0.00% | +630 | New |
| Pacific Capital Wealth Advisors, Inc | 643 | $28.0K | 0.01% | +46+7.7% | Added |
| AllSquare Wealth Management LLC | 645 | $28.1K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 649 | $28.3K | 0.00% | +7+1.1% | Added |
| Criterion Capital Advisors, LLC | 649 | $28.3K | 0.02% | −32−4.7% | Reduced |
| Ruedi Wealth Management, Inc. | 650 | $28.4K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 666 | $29.1K | 0.01% | +666 | New |
| Altshuler Shaham Ltd | 673 | $29.4K | 0.00% | +57+9.3% | Added |
| Bray Capital Advisors | 695 | $30.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 697 | $30.4K | 0.02% | +20+3.0% | Added |
| Fortis Group Advisors, LLC | 705 | $30.8K | 0.01% | −705−50.0% | Reduced |
| Northwest Capital Management Inc | 708 | $30.9K | 0.01% | −280−28.3% | Reduced |
| Tortoise Investment Management, LLC | 714 | $31.1K | 0.00% | +5+0.7% | Added |
| Ulland Investment Advisors, LLC | 742 | $32.0K | 0.03% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 741 | $32.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 721 | $32.0K | 0.00% | +227+46.0% | Added |
| Bruce G. Allen Investments, LLC | 747 | $32.6K | 0.03% | −208−21.8% | Reduced |
| Iron Horse Wealth Management, LLC | 764 | $33.3K | 0.01% | +5+0.7% | Added |
| POM Investment Strategies, LLC | 767 | $33.4K | 0.03% | +344+81.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 800 | $34.9K | 0.07% | +800 | New |
| Intelligent Financial Strategies | 800 | $35.7K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 818 | $35.7K | 0.03% | +818 | New |
| Pineridge Advisors LLC | 831 | $36.3K | 0.01% | +128+18.2% | Added |
| First Personal Financial Services | 841 | $36.7K | 0.01% | +450+115.1% | Added |
| Islay Capital Management, LLC | 842 | $36.7K | 0.03% | −118−12.3% | Reduced |
| CGC Financial Services, LLC | 850 | $37.1K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 860 | $37.5K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 890 | $38.8K | 0.03% | +17+1.9% | Added |
| Newton One Investments LLC | 923 | $40.3K | 0.02% | +21+2.3% | Added |
| Tower View Investment Management & Research LLC | 941 | $41.1K | 0.02% | +13+1.4% | Added |
| Private Wealth Management Group, LLC | 946 | $41.3K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 951 | $41.5K | 0.03% | +505+113.2% | Added |
| SOA Wealth Advisors, LLC. | 975 | $42.5K | 0.01% | +11+1.1% | Added |
| True Wealth Design, LLC | 985 | $43.0K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 1,000 | $43.6K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,008 | $44.0K | 0.01% | +152+17.8% | Added |
| Covestor Ltd | 1,047 | $46.0K | 0.03% | +262+33.4% | Added |
| GW&K Investment Management, LLC | 1,077 | $47.0K | 0.00% | −2,921−73.1% | Reduced |
| Scarborough Advisors, LLC | 1,083 | $47.2K | 0.02% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,096 | $47.8K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,100 | $48.0K | 0.02% | −324−22.8% | Reduced |
| Global Trust Asset Management, LLC | 1,114 | $48.6K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,138 | $49.7K | 0.00% | −425−27.2% | Reduced |
| Halpern Financial, Inc. | 1,180 | $49.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,148 | $50.1K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,153 | $50.3K | 0.01% | −252−17.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,154 | $50.3K | 0.02% | 00.0% | Unchanged |
| LGT Group Foundation | 1,168 | $50.9K | 0.00% | +1,168 | New |
| EntryPoint Capital, LLC | 1,183 | $51.6K | 0.05% | −470−28.4% | Reduced |
| Activest Wealth Management | 1,184 | $51.7K | 0.02% | +984+492.0% | Added |
| Pingora Partners LLC | 1,190 | $51.9K | 0.04% | +190+19.0% | Added |
| Glen Eagle Advisors, LLC | 1,192 | $52.0K | 0.01% | +100+9.2% | Added |
| First PREMIER Bank | 1,190 | $52.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,197 | $52.2K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,200 | $52.3K | 0.02% | 00.0% | Unchanged |
| Bleichroeder LP | 1,200 | $52.3K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,215 | $53.0K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,222 | $53.3K | 0.04% | −3,216−72.5% | Reduced |
| Cutler Group LP | 1,254 | $54.0K | 0.03% | −40,959−97.0% | Reduced |
| Peoples Bank | 1,241 | $54.1K | 0.04% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,250 | $54.5K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,268 | $55.3K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 1,300 | $56.7K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,300 | $56.7K | 0.04% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,300 | $56.7K | 0.01% | +1,300 | New |
| Fortitude Family Office, LLC | 1,322 | $57.7K | 0.04% | −207−13.5% | Reduced |
| Canton Hathaway, LLC | 1,340 | $58.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,361 | $59.4K | 0.01% | +40+3.0% | Added |
| Partnership Wealth Management, LLC | 1,364 | $59.5K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,369 | $59.7K | 0.01% | +1,095+399.6% | Added |
| Timber Creek Capital Management LLC | 1,440 | $62.8K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,447 | $63.1K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,460 | $63.7K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,463 | $64.0K | 0.03% | −49−3.2% | Reduced |
| Versant Capital Management, Inc | 1,472 | $64.2K | 0.02% | −36−2.4% | Reduced |
| Tacita Capital Inc | 1,485 | $64.8K | 0.04% | +125+9.2% | Added |
| McClarren Financial Advisors, Inc. | 1,477 | $65.0K | 0.05% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,492 | $65.1K | 0.02% | +350+30.6% | Added |
| Hoese & Co LLP | 1,600 | $65.4K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,522 | $65.8K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1,524 | $66.5K | 0.09% | +1,524 | New |
| Castleview Partners, LLC | 1,525 | $66.5K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,449 | $66.6K | 0.02% | +32+2.3% | Added |
| Atticus Wealth Management, LLC | 1,531 | $66.8K | 0.02% | −339−18.1% | Reduced |
| Crewe Advisors LLC | 1,537 | $67.0K | 0.01% | +1,537 | New |
| S.A. Mason LLC | 1,565 | $68.3K | 0.04% | +65+4.3% | Added |
| Cranbrook Wealth Management, LLC | 1,567 | $68.3K | 0.02% | −178−10.2% | Reduced |
| Granite FO LLC | 1,302 | $69.3K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,595 | $69.6K | 0.01% | −1,942−54.9% | Reduced |
| Spectrum Wealth Counsel, LLC | 1,598 | $69.7K | 0.01% | −421−20.9% | Reduced |
| Pacific Center for Financial Services | 1,602 | $69.9K | 0.02% | −130−7.5% | Reduced |
| Proffitt & Goodson Inc | 1,603 | $69.9K | 0.01% | +595+59.0% | Added |
| New England Capital Financial Advisors LLC | 1,608 | $70.2K | 0.04% | +34+2.2% | Added |
| Prestige Wealth Management Group LLC | 1,624 | $72.4K | 0.02% | −759−31.9% | Reduced |