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 |
|---|---|---|---|---|---|
| Garde Capital, Inc. | 4,369 | $190.0K | 0.01% | +549+14.4% | Added |
| V-Square Quantitative Management LLC | 4,363 | $190.3K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,570 | $199.3K | 0.07% | +4,130+938.6% | Added |
| Johnson & White Wealth Management, LLC | 4,577 | $200.0K | 0.15% | +4,577 | New |
| Creative Financial Designs Inc | 4,587 | $200.1K | 0.02% | −2,792−37.8% | Reduced |
| Elmwood Wealth Management, Inc. | 4,597 | $200.5K | 0.09% | +4,597 | New |
| Soltis Investment Advisors LLC | 4,598 | $200.6K | 0.02% | −3,554−43.6% | Reduced |
| Coastline Trust Co | 4,600 | $200.7K | 0.02% | +4,600 | New |
| Arkfeld Wealth Strategies, L.L.C. | 4,822 | $201.0K | 0.11% | +24+0.5% | Added |
| First Heartland Consultants, Inc. | 4,597 | $201.0K | 0.02% | −1,008−18.0% | Reduced |
| Perennial Investment Advisors, LLC | 4,623 | $201.7K | 0.03% | −372−7.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,625 | $201.7K | 0.12% | +4,625 | New |
| Clear Harbor Asset Management, LLC | 4,640 | $202.4K | 0.02% | +4,640 | New |
| Blankinship & Foster, LLC | 4,652 | $202.9K | 0.05% | +4,652 | New |
| Proficio Capital Partners LLC | 4,652 | $202.9K | 0.02% | −429−8.4% | Reduced |
| Concord Wealth Partners | 4,658 | $203.2K | 0.04% | −2,094−31.0% | Reduced |
| Simon Quick Advisors, LLC | 4,659 | $203.2K | 0.02% | +4,659 | New |
| Weaver Consulting Group | 4,670 | $203.7K | 0.08% | +4,670 | New |
| Pensionmark Financial Group, LLC | 4,670 | $203.7K | 0.03% | +4,670 | New |
| Emprise Bank | 4,690 | $204.6K | 0.14% | +4,690 | New |
| WealthShield Partners, LLC | 4,589 | $204.7K | 0.03% | −471−9.3% | Reduced |
| Larson Financial Group LLC | 4,692 | $204.7K | 0.02% | +2,136+83.6% | Added |
| Worth Asset Management, LLC | 4,699 | $205.0K | 0.13% | +4,699 | New |
| BEAM Asset Management, LLC | 4,700 | $205.0K | 0.12% | +4,700 | New |
| Driehaus Capital Management LLC | 4,703 | $205.1K | 0.00% | −1,577−25.1% | Reduced |
| Jeppson Wealth Management, LLC | 4,710 | $205.4K | 0.08% | −940−16.6% | Reduced |
| FSA Advisors, Inc. | 4,712 | $205.5K | 0.22% | +4,712 | New |
| Lakeridge Wealth Management LLC | 4,712 | $205.5K | 0.13% | +4,712 | New |
| Family Wealth Group, LLC | 4,721 | $205.9K | 0.22% | +4,721 | New |
| Diametric Capital, LP | 4,721 | $205.9K | 0.11% | +4,721 | New |
| Next Capital Management LLC | 4,722 | $206.0K | 0.08% | +4,722 | New |
| William Allan, LLC | 4,731 | $206.0K | 0.14% | +4,731 | New |
| Rakuten Securities, Inc. | 4,729 | $206.3K | 0.09% | −5,028−51.5% | Reduced |
| Country Club Bank | 4,740 | $206.8K | 0.01% | +4,740 | New |
| Tarbox Family Office, Inc. | 4,755 | $207.4K | 0.04% | +4,755 | New |
| Legacy Capital Wealth Partners, LLC | 4,510 | $208.1K | 0.15% | +4,510 | New |
| State of Wyoming | 4,777 | $208.4K | 0.03% | −144−2.9% | Reduced |
| Diversified, LLC | 4,783 | $208.7K | 0.03% | +4,783 | New |
| Monetary Management Group Inc | 4,800 | $209.4K | 0.06% | −3,600−42.9% | Reduced |
| NWF Advisory Services Inc. | 4,801 | $209.4K | 0.03% | +4,801 | New |
| Sharp Financial Services, LLC | 4,804 | $209.6K | 0.19% | +4,804 | New |
| Broderick Brian C | 4,822 | $210.3K | 0.04% | +4,822 | New |
| Royal Fund Management, LLC | 4,833 | $210.9K | 0.02% | −631−11.5% | Reduced |
| MBL Wealth, LLC | 4,844 | $211.3K | 0.02% | −996−17.1% | Reduced |
| Atwood & Palmer Inc | 4,845 | $211.3K | 0.02% | +37+0.8% | Added |
| Sonata Capital Group Inc | 4,864 | $212.0K | 0.10% | +4,864 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,863 | $212.1K | 0.01% | −539−10.0% | Reduced |
| Woodmont Investment Counsel LLC | 4,866 | $212.3K | 0.02% | +4,866 | New |
| Northcape Wealth Management, LLC | 4,882 | $212.9K | 0.08% | −5,224−51.7% | Reduced |
| Barry Investment Advisors, LLC | 4,899 | $213.7K | 0.07% | +51+1.1% | Added |
| Atlas Private Wealth Management | 4,901 | $213.8K | 0.09% | −400−7.5% | Reduced |
| Mechanics Financial Corp | 4,915 | $214.4K | 0.11% | 00.0% | Unchanged |
| Marex Group plc | 4,921 | $214.7K | 0.01% | −982,906−99.5% | Reduced |
| Pointe Capital Management LLC | 4,926 | $214.9K | 0.13% | +4,926 | New |
| Vantage Financial Partners, LLC | 4,931 | $215.1K | 0.06% | −97−1.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,949 | $215.9K | 0.01% | +4,949 | New |
| Northwest Wealth Management, LLC | 4,950 | $215.9K | 0.06% | +4,950 | New |
| Long Run Wealth Advisors, LLC | 4,955 | $216.1K | 0.06% | +4,955 | New |
| Webster Bank, N. A. | 4,963 | $216.5K | 0.02% | −500−9.2% | Reduced |
| WealthTrust Axiom LLC | 4,979 | $217.2K | 0.07% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 4,992 | $217.8K | 0.16% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 4,968 | $218.0K | 1.18% | +4,968 | New |
| Alta Advisers Ltd | 5,000 | $218.1K | 0.11% | 00.0% | Unchanged |
| Forthright Family Wealth Advisory LLC | 5,000 | $218.1K | 0.15% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,002 | $218.2K | 0.06% | +5,002 | New |
| Rockland Trust Co | 5,014 | $218.7K | 0.01% | −50−1.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,025 | $219.2K | 0.02% | −10,463−67.6% | Reduced |
| Signal Advisors Wealth, LLC | 5,028 | $219.3K | 0.05% | +5,028 | New |
| Mairs & Power Inc | 5,043 | $220.0K | 0.00% | +3+0.1% | Added |
| JB Capital LLC | 5,055 | $220.5K | 0.01% | +5,055 | New |
| Traphagen Investment Advisors LLC | 5,058 | $220.6K | 0.02% | +5,058 | New |
| Institute for Wealth Management, LLC. | 5,062 | $220.8K | 0.03% | −129−2.5% | Reduced |
| Invst, LLC | 5,109 | $220.8K | 0.03% | −13,115−72.0% | Reduced |
| First Financial Corp | 5,078 | $221.4K | 0.11% | −2,219−30.4% | Reduced |
| GFS Advisors, LLC | 5,092 | $222.0K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,095 | $222.2K | 0.03% | −29−0.6% | Reduced |
| Nicolet Bankshares Inc | 5,110 | $222.9K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,110 | $223.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 5,116 | $223.2K | 0.07% | +32+0.6% | Added |
| Stegent Equity Advisors, Inc. | 5,118 | $223.2K | 0.23% | +5,118 | New |
| Capital Investment Counsel, Inc | 5,127 | $223.6K | 0.04% | 00.0% | Unchanged |
| OMC Financial Services LTD | 5,126 | $224.0K | 0.11% | +5,126 | New |
| Abacus Planning Group, Inc. | 5,140 | $224.2K | 0.04% | +5,140 | New |
| J. L. Bainbridge & Co., Inc. | 5,145 | $224.4K | 0.02% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 5,573 | $224.8K | 0.02% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 5,168 | $225.4K | 0.11% | +5,168 | New |
| Wayfinding Financial, LLC | 5,110 | $226.0K | 0.13% | +5,110 | New |
| Executive Wealth Management, LLC | 5,231 | $226.1K | 0.02% | −292−5.3% | Reduced |
| Enterprise Financial Services Corp | 5,183 | $226.1K | 0.14% | +5,183 | New |
| Richardson Financial Services Inc. | 5,184 | $226.1K | 0.16% | +369+7.7% | Added |
| AXS Investments LLC | 5,185 | $226.2K | 0.05% | +268+5.5% | Added |
| Financial Advisory Service, Inc. | 5,201 | $226.9K | 0.02% | −317−5.7% | Reduced |
| Gratus Wealth Advisors, LLC | 5,510 | $227.6K | 0.04% | −395−6.7% | Reduced |
| Ingalls & Snyder LLC | 5,231 | $228.0K | 0.01% | −219−4.0% | Reduced |
| Sivia Capital Partners, LLC | 5,236 | $228.4K | 0.16% | +5,236 | New |
| HTLF Bank | 5,239 | $228.5K | 0.03% | −289−5.2% | Reduced |
| Novak & Powell Financial Services, Inc. | 5,243 | $228.7K | 0.17% | +5,243 | New |
| Mosaic Financial Group, LLC | 5,259 | $229.0K | 0.18% | +5,259 | New |
| American National Bank | 5,260 | $229.4K | 0.03% | +2,842+117.5% | Added |
| Journey Advisory Group, LLC | 5,287 | $230.6K | 0.03% | +200+3.9% | Added |