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 |
|---|---|---|---|---|---|
| Compton Financial Group, LLC | 5,294 | $230.9K | 0.08% | −794−13.0% | Reduced |
| Hemenway Trust Co LLC | 5,300 | $231.2K | 0.02% | −765−12.6% | Reduced |
| Stelac Advisory Services LLC | 5,200 | $231.7K | 0.11% | +5,200 | New |
| Bank of Hawaii | 5,324 | $232.2K | 0.01% | +5,324 | New |
| 1st Source Bank | 5,327 | $232.4K | 0.01% | −515−8.8% | Reduced |
| Univest Financial Corp | 5,330 | $232.5K | 0.07% | −300−5.3% | Reduced |
| 626 Financial, LLC | 5,355 | $233.6K | 0.14% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,362 | $233.9K | 0.07% | +5,362 | New |
| May Barnhard Investments LLC | 5,367 | $234.1K | 0.12% | +123+2.3% | Added |
| Cubic Asset Management, LLC | 5,368 | $234.2K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 5,374 | $234.4K | 0.02% | −68−1.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,376 | $234.5K | 0.07% | +35+0.7% | Added |
| Fiduciary Family Office, LLC | 5,380 | $234.7K | 0.09% | +5,380 | New |
| Van Cleef Asset Management,Inc | 5,383 | $234.8K | 0.03% | +5+0.1% | Added |
| Birch Hill Investment Advisors LLC | 5,400 | $235.5K | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,434 | $237.0K | 0.02% | +5,434 | New |
| Great Waters Wealth Management | 5,437 | $237.1K | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5,440 | $237.3K | 0.14% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 5,440 | $237.3K | 0.10% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 5,441 | $237.3K | 0.03% | +5,441 | New |
| West Coast Financial LLC | 5,450 | $237.7K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,901 | $238.0K | 0.00% | −417−6.6% | Reduced |
| TD Private Client Wealth LLC | 5,468 | $238.5K | 0.01% | −320−5.5% | Reduced |
| Harbor Investment Advisory, LLC | 5,468 | $238.5K | 0.02% | +40+0.7% | Added |
| Fort, L.P. | 5,471 | $238.6K | 0.60% | −392−6.7% | Reduced |
| Sage Investment Advisers LLC | 5,493 | $239.6K | 0.27% | −76−1.4% | Reduced |
| Legacy Financial Advisors, Inc. | 5,498 | $239.8K | 0.04% | −253−4.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,518 | $240.7K | 0.06% | −680−11.0% | Reduced |
| CRA Financial Services, LLC | 5,520 | $240.8K | 0.05% | −319−5.5% | Reduced |
| Concorde Asset Management, LLC | 5,528 | $241.0K | 0.17% | −903−14.0% | Reduced |
| Midwest Financial Group LLC | 5,525 | $241.0K | 0.16% | −200−3.5% | Reduced |
| Barlow Wealth Partners, Inc. | 5,874 | $241.1K | 0.03% | 00.0% | Unchanged |
| NBW Capital LLC | 5,544 | $241.8K | 0.05% | +5,544 | New |
| Van Hulzen Asset Management, LLC | 5,544 | $242.0K | 0.02% | −601−9.8% | Reduced |
| WMG Financial Advisors, LLC | 5,555 | $242.3K | 0.14% | +5,555 | New |
| HC Advisors, LLC | 5,559 | $242.5K | 0.12% | +16+0.3% | Added |
| Requisite Capital Management, LLC | 5,440 | $242.6K | 0.05% | 00.0% | Unchanged |
| Bremer Bank National Association | 5,579 | $243.4K | 0.05% | +108+2.0% | Added |
| Astoria Portfolio Advisors LLC. | 5,981 | $244.9K | 0.09% | −2,233−27.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5,623 | $245.3K | 0.08% | +5,040+864.5% | Added |
| Bienville Capital Management, LLC | 5,500 | $245.3K | 0.07% | 00.0% | Unchanged |
| Prostatis Group LLC | 5,645 | $246.2K | 0.09% | +600+11.9% | Added |
| Calton & Associates, Inc. | 5,650 | $246.5K | 0.12% | +671+13.5% | Added |
| Tritonpoint Wealth, LLC | 3,479 | $246.5K | 0.03% | −2,625−43.0% | Reduced |
| TrueWealth Advisors, LLC | 5,657 | $246.8K | 0.10% | +514+10.0% | Added |
| American Institute for Advanced Investment Management, LLP | 5,660 | $246.9K | 0.20% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,661 | $246.9K | 0.06% | −200−3.4% | Reduced |
| International Private Wealth Advisors LLC | 5,668 | $247.2K | 0.48% | +5,668 | New |
| Arrow Financial Corp | 5,700 | $248.6K | 0.02% | −222−3.7% | Reduced |
| Ervin Investment Management, LLC | 5,700 | $248.6K | 0.17% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5,710 | $249.1K | 0.10% | −845−12.9% | Reduced |
| Retirement Group, LLC | 5,715 | $249.3K | 0.09% | +4+0.1% | Added |
| First United Bank Trust | 5,736 | $250.2K | 0.09% | −150−2.5% | Reduced |
| Connable Office Inc | 5,746 | $250.6K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 5,750 | $250.8K | 0.02% | −420−6.8% | Reduced |
| Manchester Financial Inc | 5,750 | $250.8K | 0.07% | −10−0.2% | Reduced |
| Sage Mountain Advisors LLC | 5,750 | $250.8K | 0.03% | +5,750 | New |
| Resonant Capital Advisors, LLC | 5,626 | $250.9K | 0.02% | +5,626 | New |
| N.E.W. Advisory Services LLC | 5,772 | $251.8K | 0.03% | +536+10.2% | Added |
| ZWJ Investment Counsel Inc | 5,775 | $251.9K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 5,776 | $252.0K | 0.02% | −12,652−68.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,777 | $252.0K | 0.02% | +41+0.7% | Added |
| Vestor Capital, LLC | 5,781 | $252.0K | 0.02% | +787+15.8% | Added |
| Trustco Bank Corp N Y | 5,785 | $252.3K | 0.26% | −62−1.1% | Reduced |
| Aberdeen Wealth Management LLC | 5,785 | $252.3K | 0.15% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 5,798 | $252.9K | 0.01% | −319−5.2% | Reduced |
| EHP Funds Inc. | 5,800 | $253.0K | 0.17% | −2,100−26.6% | Reduced |
| Yacktman Asset Management LP | 5,800 | $253.0K | 0.00% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 5,801 | $253.0K | 0.04% | −35−0.6% | Reduced |
| SignalPoint Asset Management, LLC | 5,803 | $253.1K | 0.07% | +5,803 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,800 | $253.4K | 0.00% | −10.0% | Reduced |
| Kornitzer Capital Management Inc | 5,830 | $254.3K | 0.00% | +78+1.4% | Added |
| EverSource Wealth Advisors, LLC | 5,820 | $255.0K | 0.02% | +1,344+30.0% | Added |
| Fundamentun, LLC | 5,879 | $256.4K | 0.03% | −8,234−58.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,880 | $256.5K | 0.03% | −366−5.9% | Reduced |
| Schrum Private Wealth Management LLC | 5,895 | $257.1K | 0.23% | +107+1.8% | Added |
| JSF Financial, LLC | 5,900 | $257.3K | 0.08% | −156−2.6% | Reduced |
| Summit X, LLC | 5,896 | $257.4K | 0.07% | −18−0.3% | Reduced |
| Beck Mack & Oliver LLC | 5,928 | $258.6K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,957 | $259.0K | 0.01% | +5,957 | New |
| Monticello Wealth Management, LLC | 5,952 | $259.6K | 0.02% | −2,588−30.3% | Reduced |
| Atomi Financial Group, Inc. | 5,953 | $259.7K | 0.02% | +399+7.2% | Added |
| Wambolt & Associates, LLC | 6,009 | $259.7K | 0.08% | −489−7.5% | Reduced |
| Charles Schwab Trust Co | 5,964 | $260.1K | 0.02% | −5,131−46.2% | Reduced |
| Donaldson Capital Management, LLC | 5,974 | $260.6K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5,984 | $261.0K | 0.04% | −50−0.8% | Reduced |
| Vicus Capital | 5,985 | $261.1K | 0.02% | −397−6.2% | Reduced |
| Affinity Capital Advisors, LLC | 5,991 | $261.3K | 0.06% | +22+0.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 6,023 | $262.7K | 0.02% | +6,023 | New |
| Smith Chas P & Associates Pa Cpas | 6,023 | $262.7K | 0.02% | +6,023 | New |
| Hall Capital Management Co Inc | 6,025 | $262.8K | 0.13% | −50−0.8% | Reduced |
| Smith, Salley & Associates | 6,037 | $263.3K | 0.02% | +6,037 | New |
| Towerpoint Wealth, LLC | 6,038 | $263.4K | 0.13% | +40+0.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,045 | $263.7K | 0.11% | −530−8.1% | Reduced |
| Financial Advocates Investment Management | 6,070 | $264.8K | 0.02% | −578−8.7% | Reduced |
| DGS Capital Management, LLC | 6,071 | $264.8K | 0.08% | +6,071 | New |
| Tandem Investment Advisors, Inc. | 6,086 | $265.0K | 0.01% | −469−7.2% | Reduced |
| Physicians Financial Services, Inc. | 6,079 | $265.0K | 0.09% | 00.0% | Unchanged |
| Defender Capital, LLC. | 6,086 | $265.5K | 0.09% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 6,088 | $265.6K | 0.16% | +6,088 | New |