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 |
|---|---|---|---|---|---|
| Delap Wealth Advisory, LLC | 6,095 | $265.9K | 0.11% | +6,095 | New |
| Fortitude Advisory Group L.L.C. | 6,095 | $265.9K | 0.15% | −152−2.4% | Reduced |
| Silvant Capital Management LLC | 5,966 | $266.1K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 6,119 | $266.9K | 0.06% | −13,827−69.3% | Reduced |
| Keeley-Teton Advisors, LLC | 6,120 | $267.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 6,110 | $267.0K | 0.07% | −513−7.7% | Reduced |
| Accuvest Global Advisors | 6,116 | $267.0K | 0.12% | 00.0% | Unchanged |
| First American Trust, FSB | 6,123 | $267.1K | 0.03% | +6,123 | New |
| Northeast Financial Group, Inc. | 6,133 | $267.5K | 0.12% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 6,140 | $268.0K | 0.09% | −154−2.4% | Reduced |
| Premier Path Wealth Partners, LLC | 6,145 | $268.0K | 0.05% | −1,156−15.8% | Reduced |
| Opal Wealth Advisors, LLC | 6,172 | $269.2K | 0.09% | −1,207−16.4% | Reduced |
| Augustine Asset Management Inc | 6,172 | $269.2K | 0.11% | +29+0.5% | Added |
| Trustmark National Bank Trust Department | 6,175 | $269.4K | 0.02% | +271+4.6% | Added |
| Claro Advisors LLC | 6,178 | $269.5K | 0.05% | +442+7.7% | Added |
| Gries Financial LLC | 6,183 | $269.7K | 0.05% | −1,089−15.0% | Reduced |
| Lifeworks Advisors, LLC | 6,226 | $271.6K | 0.08% | −358−5.4% | Reduced |
| Sax Wealth Advisors, LLC | 6,246 | $272.5K | 0.03% | −686−9.9% | Reduced |
| Tompkins Financial Corp | 6,252 | $272.7K | 0.03% | −46−0.7% | Reduced |
| Triangle Securities Wealth Management | 6,252 | $272.7K | 0.08% | +64+1.0% | Added |
| Caldwell Sutter Capital, Inc. | 6,272 | $273.6K | 0.13% | −621−9.0% | Reduced |
| West Bancorporation Inc | 6,279 | $273.9K | 0.18% | −189−2.9% | Reduced |
| Fragasso Group Inc. | 6,322 | $275.8K | 0.02% | +6,322 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 6,331 | $276.2K | 0.11% | −15−0.2% | Reduced |
| LJI Wealth Management, LLC | 6,336 | $276.4K | 0.07% | −964−13.2% | Reduced |
| Carson Advisory Inc. | 6,343 | $276.7K | 0.19% | +254+4.2% | Added |
| Clarus Group, Inc. | 6,357 | $277.3K | 0.19% | +8+0.1% | Added |
| LaSalle St. Investment Advisors, LLC | 6,534 | $278.0K | 0.16% | +6,534 | New |
| First County Bank | 6,376 | $278.1K | 0.14% | −89−1.4% | Reduced |
| River Street Advisors LLC | 6,394 | $278.9K | 0.19% | 00.0% | Unchanged |
| Arden Trust Co | 6,402 | $279.3K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 6,403 | $279.3K | 0.05% | +6,403 | New |
| Well Done, LLC | 6,418 | $280.0K | 0.06% | +6,418 | New |
| Wendell David Associates Inc | 6,450 | $281.0K | 0.03% | −350−5.1% | Reduced |
| Peoples Financial Services Corp. | 6,497 | $283.3K | 0.12% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $283.5K | 0.09% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,528 | $284.8K | 0.04% | −2,070−24.1% | Reduced |
| Abbrea Capital, LLC | 6,390 | $285.0K | 0.04% | −218−3.3% | Reduced |
| Manchester Capital Management LLC | 6,548 | $285.6K | 0.04% | +118+1.8% | Added |
| MV Capital Management, Inc. | 6,549 | $285.7K | 0.03% | +521+8.6% | Added |
| Lane & Associates LLC | 6,554 | $285.9K | 0.18% | −868−11.7% | Reduced |
| Pacitti Group Inc. | 6,505 | $286.1K | 0.15% | +20.0% | Added |
| Eudaimonia Advisors LLC | 6,584 | $287.2K | 0.15% | −160−2.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,595 | $287.7K | 0.12% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 6,616 | $288.6K | 0.12% | −585−8.1% | Reduced |
| Mayfair Advisory Group, LLC | 6,655 | $290.3K | 0.21% | +107+1.6% | Added |
| Almanack Investment Partners, LLC. | 6,655 | $290.3K | 0.05% | +341+5.4% | Added |
| CAP Partners, LLC | 6,683 | $291.5K | 0.26% | +224+3.5% | Added |
| Prossimo Advisors, LLC | 6,728 | $293.0K | 0.57% | −950−12.4% | Reduced |
| LRI Investments, LLC | 6,718 | $293.1K | 0.07% | +6,718 | New |
| Zullo Investment Group, Inc. | 6,738 | $293.9K | 0.14% | +179+2.7% | Added |
| Capital Analysts, LLC | 6,740 | $294.0K | 0.01% | −2,112−23.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 5,897 | $294.2K | 0.01% | +4,317+273.2% | Added |
| Register Financial Advisors LLC | 6,756 | $294.7K | 0.15% | −126−1.8% | Reduced |
| Prairiewood Capital, LLC | 6,771 | $295.4K | 0.14% | +281+4.3% | Added |
| PFG Advisors | 6,782 | $295.8K | 0.02% | +284+4.4% | Added |
| Wells Trecaso Financial Group, LLC | 6,787 | $296.1K | 0.10% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,800 | $296.6K | 0.05% | −398−5.5% | Reduced |
| RS Crum Inc. | 6,805 | $296.8K | 0.08% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,806 | $296.9K | 0.04% | +795+13.2% | Added |
| Telos Capital Management, Inc. | 6,820 | $297.5K | 0.03% | −1,750−20.4% | Reduced |
| Renaissance Group LLC | 6,837 | $298.2K | 0.01% | +6,837 | New |
| Delta Investment Management, LLC | 6,866 | $299.5K | 0.07% | −384−5.3% | Reduced |
| Gladius Capital Management LP | 6,871 | $299.7K | 0.30% | −6,491−48.6% | Reduced |
| Avestar Capital, LLC | 6,875 | $299.9K | 0.03% | +6,875 | New |
| GYL Financial Synergies, LLC | 6,889 | $300.5K | 0.02% | +347+5.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,899 | $300.9K | 0.01% | −30.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 6,925 | $302.1K | 0.08% | −1,132−14.0% | Reduced |
| Chicago Trust Co NA | 6,942 | $302.8K | 0.06% | +500+7.8% | Added |
| Silver Coast Investments LLC | 6,949 | $303.1K | 0.12% | −40−0.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 6,970 | $304.0K | 0.06% | −362−4.9% | Reduced |
| Berger Financial Group, Inc | 6,971 | $304.1K | 0.03% | −566−7.5% | Reduced |
| Byrne Asset Management LLC | 6,975 | $304.3K | 0.21% | – | – |
| OmniStar Financial Group, Inc. | 6,999 | $305.3K | 0.28% | −35,464−83.5% | Reduced |
| Yarger Wealth Strategies, LLC | 7,000 | $305.4K | 0.21% | +175+2.6% | Added |
| Callan Capital, LLC | 7,003 | $305.5K | 0.03% | +1,748+33.3% | Added |
| Summit Wealth Partners, LLC | 7,010 | $305.8K | 0.07% | +28+0.4% | Added |
| RFP Financial Group LLC | 7,020 | $306.2K | 0.12% | +288+4.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 7,027 | $306.5K | 0.06% | +698+11.0% | Added |
| Congress Wealth Management LLC | 7,034 | $306.8K | 0.01% | −5,255−42.8% | Reduced |
| Cypress Wealth Services, LLC | 7,097 | $309.6K | 0.07% | −822−10.4% | Reduced |
| Angeles Investment Advisors, LLC | 7,107 | $310.0K | 0.02% | +941+15.3% | Added |
| TrinityPoint Wealth, LLC | 7,129 | $311.0K | 0.05% | −3,595−33.5% | Reduced |
| Community Trust & Investment Co | 7,130 | $311.0K | 0.02% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 7,000 | $312.2K | 0.20% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 7,165 | $312.5K | 0.16% | +7,165 | New |
| Taylor Financial Group, Inc. | 7,174 | $312.9K | 0.24% | −115−1.6% | Reduced |
| EPG Wealth Management LLC | 7,189 | $313.6K | 0.08% | −513−6.7% | Reduced |
| Blue Chip Partners, Inc. | 7,203 | $314.2K | 0.03% | −289−3.9% | Reduced |
| Valmark Advisers, Inc. | 7,224 | $315.1K | 0.01% | +60+0.8% | Added |
| Smith Shellnut Wilson LLC | 7,240 | $315.8K | 0.17% | +77+1.1% | Added |
| Centerpoint Advisors, LLC | 7,253 | $316.0K | 0.12% | +8+0.1% | Added |
| Howland Capital Management LLC | 7,109 | $317.1K | 0.02% | −22−0.3% | Reduced |
| Algert Global LLC | 7,270 | $317.1K | 0.01% | +7,270 | New |
| Citizens Business Bank | 7,285 | $317.8K | 0.07% | +7,285 | New |
| TCI Wealth Advisors, Inc. | 7,299 | $318.4K | 0.03% | −255−3.4% | Reduced |
| First Financial Bank - Trust Division | 7,317 | $319.2K | 0.03% | +485+7.1% | Added |
| AlphaStar Capital Management, LLC | 7,323 | $319.4K | 0.03% | +7,323 | New |
| Total Clarity Wealth Management, Inc. | 7,339 | $320.1K | 0.11% | −2,118−22.4% | Reduced |
| King Wealth | 7,369 | $321.0K | 0.06% | +847+13.0% | Added |