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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 1,665 | $72.6K | 0.04% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,771 | $73.1K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,751 | $76.4K | 0.00% | −3,375−65.8% | Reduced |
| Thompson Investment Management, Inc. | 1,764 | $76.9K | 0.01% | +300+20.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,813 | $79.1K | 0.03% | −94−4.9% | Reduced |
| Basso Capital Management, L.P. | 1,814 | $79.1K | 0.07% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,836 | $80.1K | 0.02% | +1,836 | New |
| Pathway Financial Advisers, LLC | 1,847 | $80.6K | 0.03% | +104+6.0% | Added |
| Addison Advisors LLC | 1,888 | $82.4K | 0.03% | −563−23.0% | Reduced |
| Evermay Wealth Management LLC | 1,879 | $83.5K | 0.01% | −932−33.2% | Reduced |
| Motco | 1,935 | $84.4K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,938 | $84.5K | 0.01% | +1,896+4,514.3% | Added |
| Security National Bank | 1,957 | $85.4K | 0.01% | −310−13.7% | Reduced |
| ADAR1 Capital Management, LLC | 2,000 | $87.2K | 0.02% | −4,000−66.7% | Reduced |
| Game Plan Financial Advisors, LLC | 2,000 | $87.2K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,007 | $87.6K | 0.01% | +117+6.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,975 | $87.9K | 0.03% | +1,587+409.0% | Added |
| BFSG, LLC | 2,043 | $89.1K | 0.01% | +128+6.7% | Added |
| Sanctuary Wealth Management, L.L.C. | 2,055 | $89.6K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,100 | $91.6K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,150 | $95.0K | 0.06% | +232+12.1% | Added |
| Quarry LP | 2,185 | $95.3K | 0.04% | −119−5.2% | Reduced |
| Avion Wealth | 2,220 | $97.0K | 0.03% | +186+9.1% | Added |
| Highlander Capital Management, LLC | 2,237 | $97.6K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,270 | $99.0K | 0.10% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,275 | $99.2K | 0.04% | +238+11.7% | Added |
| Burkett Financial Services, LLC | 2,279 | $99.4K | 0.05% | +52+2.3% | Added |
| Norwood Financial Corp | 2,281 | $99.5K | 0.14% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,287 | $99.8K | 0.01% | −4,377−65.7% | Reduced |
| Benjamin Edwards Inc | 2,302 | $100.0K | 0.02% | −2,669−53.7% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 2,300 | $100.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 2,319 | $101.2K | 0.04% | +2,319 | New |
| Bank of New Hampshire | 2,320 | $101.2K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,383 | $103.9K | 0.01% | −214−8.2% | Reduced |
| Field & Main Bank | 2,400 | $104.7K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,409 | $105.1K | 0.00% | +375+18.4% | Added |
| Sachetta, LLC | 2,572 | $106.2K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,435 | $106.2K | 0.04% | −1,189−32.8% | Reduced |
| Gen-Wealth Partners Inc | 2,441 | $106.5K | 0.05% | +2,441 | New |
| CNB Bank | 2,460 | $107.3K | 0.05% | −234−8.7% | Reduced |
| Roble, Belko & Company, Inc | 2,485 | $108.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,489 | $108.5K | 0.02% | −11−0.4% | Reduced |
| Park Place Capital Corp | 2,496 | $108.9K | 0.04% | +30+1.2% | Added |
| Nabity-Jensen Investment Management Inc | 2,500 | $109.0K | 0.09% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2,520 | $110.0K | 0.07% | 00.0% | Unchanged |
| NCP Inc. | 2,700 | $117.8K | 0.08% | +2,700 | New |
| Kelly Lawrence W & Associates Inc | 2,715 | $118.4K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 2,740 | $120.0K | 0.05% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 2,756 | $120.2K | 0.08% | +37+1.4% | Added |
| Albion Financial Group | 2,767 | $120.7K | 0.01% | +911+49.1% | Added |
| GPS Wealth Strategies Group, LLC | 2,789 | $121.7K | 0.02% | −116−4.0% | Reduced |
| Tucker Asset Management LLC | 2,832 | $123.5K | 0.03% | −402−12.4% | Reduced |
| M&R Capital Management Inc | 2,854 | $124.5K | 0.03% | −556−16.3% | Reduced |
| JFS Wealth Advisors, LLC | 2,889 | $126.0K | 0.01% | −111−3.7% | Reduced |
| Cypress Capital Management LLC (WY) | 2,900 | $126.5K | 0.13% | 00.0% | Unchanged |
| Planning Capital Management Corp | 2,904 | $126.7K | 0.09% | +296+11.3% | Added |
| Tanglewood Legacy Advisors, LLC | 2,931 | $127.8K | 0.06% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,963 | $129.2K | 0.01% | +163+5.8% | Added |
| Key Financial Inc | 2,998 | $130.8K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $131.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3,018 | $132.0K | 0.05% | 00.0% | Unchanged |
| Laurion Capital Management LP | 3,050 | $133.0K | 0.00% | −338,853−99.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,051 | $133.1K | 0.08% | −509−14.3% | Reduced |
| Venturi Wealth Management, LLC | 3,062 | $133.6K | 0.01% | −337−9.9% | Reduced |
| American Capital Advisory, LLC | 3,048 | $136.0K | 0.12% | −365−10.7% | Reduced |
| Aspire Private Capital, LLC | 3,165 | $138.1K | 0.04% | +25+0.8% | Added |
| Resources Management Corp | 3,270 | $143.0K | 0.02% | −200−5.8% | Reduced |
| Northwest Investment Counselors, LLC | 3,306 | $144.2K | 0.04% | +3,306 | New |
| Capital Advisors, Ltd. LLC | 3,330 | $145.0K | 0.02% | +85+2.6% | Added |
| Sugarloaf Wealth Management, LLC | 3,344 | $145.9K | 0.03% | −390−10.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,345 | $145.9K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,362 | $146.6K | 0.01% | −1,012−23.1% | Reduced |
| Bullock Wealth Management Group | 3,403 | $147.1K | 0.10% | +3,403 | New |
| Adirondack Trust Co | 3,379 | $147.4K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,379 | $147.4K | 0.01% | −820−19.5% | Reduced |
| BKM Wealth Management, LLC | 3,384 | $147.6K | 0.06% | +1,782+111.2% | Added |
| Carolinas Wealth Consulting LLC | 3,322 | $148.2K | 0.03% | −37,389−91.8% | Reduced |
| Eagle Bay Advisors LLC | 3,330 | $148.5K | 0.09% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 3,452 | $150.6K | 0.06% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 3,473 | $151.5K | 0.06% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 3,487 | $152.1K | 0.12% | +1,325+61.3% | Added |
| Financial Management Professionals, Inc. | 3,511 | $153.0K | 0.02% | −3,000−46.1% | Reduced |
| Piscataqua Savings Bank | 3,547 | $154.7K | 0.14% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3,552 | $154.9K | 0.09% | +14+0.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,550 | $155.0K | 0.06% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 3,574 | $155.9K | 0.08% | +59+1.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 3,500 | $156.1K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3,600 | $157.0K | 0.18% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,650 | $159.2K | 0.04% | −600−14.1% | Reduced |
| DT Investment Partners, LLC | 3,662 | $159.7K | 0.02% | −1,834−33.4% | Reduced |
| Union Savings Bank | 3,690 | $160.9K | 0.08% | +64+1.8% | Added |
| Chilton Capital Management LLC | 3,799 | $165.7K | 0.01% | +946+33.2% | Added |
| Future Financial Wealth Managment LLC | 3,812 | $166.3K | 0.13% | +3,812 | New |
| Laurel Wealth Advisors LLC | 3,826 | $166.9K | 0.03% | +828+27.6% | Added |
| JJJ Advisors Inc. | 3,767 | $167.9K | 0.04% | +247+7.0% | Added |
| Cito Capital Group, LLC | 3,900 | $174.0K | 0.07% | −5,000−56.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,995 | $174.3K | 0.04% | −99−2.4% | Reduced |
| Slocum, Gordon & Co LLP | 4,150 | $181.0K | 0.13% | 00.0% | Unchanged |
| City Holding Co | 4,178 | $182.2K | 0.03% | −785−15.8% | Reduced |
| PFS Partners, LLC | 4,183 | $182.5K | 0.12% | +516+14.1% | Added |