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 |
|---|---|---|---|---|---|
| Cowa, LLC | 5,797 | $322.7K | 0.19% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7,256 | $323.6K | 0.02% | +1,071+17.3% | Added |
| Pure Financial Advisors, Inc. | 7,441 | $324.6K | 0.01% | +215+3.0% | Added |
| Steward Partners Investment Solutions, LLC | 7,441 | $324.6K | 0.05% | +7,441 | New |
| Ci Investments Inc. | 7,485 | $326.0K | 0.00% | +2,504+50.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,476 | $326.1K | 0.03% | −793−9.6% | Reduced |
| Smith Anglin Financial, LLC | 7,495 | $326.9K | 0.03% | +120+1.6% | Added |
| Plancorp, LLC | 7,526 | $328.3K | 0.01% | −585−7.2% | Reduced |
| Wealth Quarterback LLC | 7,534 | $328.6K | 0.18% | +7+0.1% | Added |
| Holland Advisory Services, Inc. | 7,549 | $329.3K | 0.36% | +181+2.5% | Added |
| Callahan Advisors, LLC | 7,589 | $331.0K | 0.03% | +1,014+15.4% | Added |
| Grandfield & Dodd, LLC | 7,603 | $331.6K | 0.02% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 7,633 | $333.0K | 0.03% | +7,633 | New |
| WealthPlan Investment Management, LLC | 7,637 | $333.1K | 0.05% | +1,037+15.7% | Added |
| Hills Bank & Trust Co | 7,646 | $333.5K | 0.03% | +343+4.7% | Added |
| Ellis Investment Partners, LLC | 7,651 | $333.7K | 0.07% | +726+10.5% | Added |
| Linscomb & Williams, Inc. | 7,654 | $333.9K | 0.02% | −1,327−14.8% | Reduced |
| BCJ Capital Management, LLC | 7,692 | $335.5K | 0.03% | −7,063−47.9% | Reduced |
| Whalerock Point Partners, LLC | 7,702 | $336.0K | 0.09% | +400+5.5% | Added |
| Evanson Asset Management, LLC | 7,707 | $336.2K | 0.03% | −4,315−35.9% | Reduced |
| Bellecapital International Ltd. | 7,718 | $336.7K | 0.07% | +7,718 | New |
| Centennial Wealth Advisory LLC | 7,744 | $337.8K | 0.16% | −1,008−11.5% | Reduced |
| Cohen Investment Advisors LLC | 7,750 | $338.1K | 0.22% | −335−4.1% | Reduced |
| Pinnacle Bancorp, Inc. | 7,759 | $338.4K | 0.10% | +1,100+16.5% | Added |
| PDS Planning, Inc | 7,761 | $338.5K | 0.04% | −861−10.0% | Reduced |
| Davis R M Inc | 7,787 | $339.7K | 0.01% | −1,513−16.3% | Reduced |
| Harvey Investment Co LLC | 7,833 | $342.0K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 7,876 | $343.6K | 0.17% | +19+0.2% | Added |
| MBA Advisors LLC | 7,885 | $343.9K | 0.18% | +2,522+47.0% | Added |
| Equitable Trust Co | 7,898 | $344.5K | 0.02% | +631+8.7% | Added |
| Keystone Financial Group | 7,938 | $346.3K | 0.05% | +2,254+39.7% | Added |
| Azimuth Capital Investment Management LLC | 7,950 | $346.8K | 0.01% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 7,963 | $347.4K | 0.29% | −373−4.5% | Reduced |
| Councilmark Asset Management, LLC | 7,966 | $347.5K | 0.25% | +7,966 | New |
| GeoWealth Management, LLC | 7,981 | $348.1K | 0.01% | +1,376+20.8% | Added |
| Sentry LLC | 7,987 | $348.4K | 0.07% | 00.0% | Unchanged |
| ORG Partners LLC | 8,061 | $348.4K | 0.66% | −48,130−85.7% | Reduced |
| Baader Bank INC | 8,000 | $349.0K | 0.03% | −1,395−14.8% | Reduced |
| Bank Ozk | 8,000 | $349.0K | 0.16% | −814−9.2% | Reduced |
| Reaves W H & Co Inc | 8,000 | $349.0K | 0.01% | 00.0% | Unchanged |
| SP Asset Management LLC | 8,007 | $349.3K | 0.03% | +42+0.5% | Added |
| Fidelity D & D Bancorp Inc | 8,016 | $349.7K | 0.26% | −1,600−16.6% | Reduced |
| IMS Capital Management | 8,069 | $352.0K | 0.16% | −6,255−43.7% | Reduced |
| Old Second National Bank of Aurora | 8,069 | $352.0K | 0.09% | +100+1.3% | Added |
| Evoke Wealth, LLC | 7,915 | $352.9K | 0.01% | +7,915 | New |
| Sovereign Financial Group, Inc. | 8,093 | $353.0K | 0.09% | +22+0.3% | Added |
| First Business Financial Services, Inc. | 8,116 | $354.0K | 0.04% | +500+6.6% | Added |
| Bouchey Financial Group Ltd | 8,103 | $354.4K | 0.03% | +131+1.6% | Added |
| Midwest Heritage Bank, FSB | 8,150 | $355.5K | 0.19% | −172−2.1% | Reduced |
| Financial Perspectives, Inc | 8,151 | $355.5K | 0.13% | +30.0% | Added |
| Voya Financial Advisors, Inc. | 8,150 | $355.8K | 0.04% | +86+1.1% | Added |
| First Western Trust Bank | 8,168 | $356.3K | 0.02% | −4,045−33.1% | Reduced |
| Financial Advisory Corp | 8,180 | $357.0K | 0.15% | +8,180 | New |
| Centiva Capital, LP | 8,221 | $358.6K | 0.02% | −4,261−34.1% | Reduced |
| Holderness Investments Co | 8,236 | $359.3K | 0.09% | +8+0.1% | Added |
| Wedmont Private Capital | 8,555 | $360.3K | 0.03% | +825+10.7% | Added |
| Armstrong Advisory Group, Inc | 8,936 | $360.5K | 0.03% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 8,335 | $363.6K | 0.26% | −1,110−11.8% | Reduced |
| Beacon Capital Management, LLC | 8,345 | $364.0K | 0.07% | +2,740+48.9% | Added |
| FourThought Financial Partners, LLC | 8,346 | $364.0K | 0.04% | +12+0.1% | Added |
| Birmingham Capital Management Co Inc | 8,363 | $364.8K | 0.13% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 8,125 | $364.8K | 0.11% | −477−5.5% | Reduced |
| Stephens Consulting, LLC | 8,366 | $364.9K | 0.11% | −737−8.1% | Reduced |
| WBH Advisory Inc | 8,375 | $365.3K | 0.04% | +228+2.8% | Added |
| Shulman DeMeo Asset Management LLC | 8,399 | $366.4K | 0.10% | +107+1.3% | Added |
| ERn Financial, LLC | 8,432 | $367.8K | 0.06% | −264−3.0% | Reduced |
| Farmers Trust Co | 8,434 | $367.9K | 0.07% | −111−1.3% | Reduced |
| Bristlecone Advisors, LLC | 8,440 | $368.2K | 0.03% | +257+3.1% | Added |
| Sage Private Wealth Group, LLC | 8,448 | $368.5K | 0.30% | −1,536−15.4% | Reduced |
| Enzi Wealth | 9,041 | $370.2K | 0.17% | −356−3.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,494 | $370.5K | 0.03% | +2,492+41.5% | Added |
| Harbour Trust & Investment Management Co | 8,499 | $370.7K | 0.05% | −1,508−15.1% | Reduced |
| Gerber, LLC | 8,502 | $370.9K | 0.31% | −2,670−23.9% | Reduced |
| Vantage Consulting Group Inc | 8,512 | $371.3K | 0.24% | +11+0.1% | Added |
| IFG Advisors, LLC | 8,525 | $371.9K | 0.10% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 8,579 | $374.2K | 0.03% | +1,310+18.0% | Added |
| Titleist Asset Management, LLC | 8,599 | $375.1K | 0.07% | −6,570−43.3% | Reduced |
| Wealth Alliance | 8,605 | $375.4K | 0.05% | −79−0.9% | Reduced |
| Alliance Wealth Advisors, LLC | 8,608 | $375.5K | 0.24% | +16+0.2% | Added |
| SFMG, LLC | 8,634 | $376.6K | 0.03% | +15+0.2% | Added |
| Paloma Partners Management Co | 8,657 | $377.6K | 0.05% | −1,351−13.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,670 | $378.2K | 0.06% | −2,409−21.7% | Reduced |
| Optimum Investment Advisors | 8,676 | $378.4K | 0.17% | +333+4.0% | Added |
| Perritt Capital Management Inc | 8,675 | $378.4K | 0.20% | +288+3.4% | Added |
| Cobblestone Capital Advisors LLC | 8,743 | $381.4K | 0.02% | −1,276−12.7% | Reduced |
| Stablepoint Partners, LLC | 8,802 | $383.9K | 0.08% | +1,000+12.8% | Added |
| Wellington Shields & Co., LLC | 8,807 | $384.2K | 0.13% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 9,290 | $384.9K | 0.22% | −95−1.0% | Reduced |
| Twin City Private Wealth, LLC | 8,647 | $385.5K | 0.38% | +8,647 | New |
| CVA Family Office, LLC | 8,862 | $386.5K | 0.07% | +818+10.2% | Added |
| Smallwood Wealth Investment Management, LLC | 8,898 | $388.1K | 0.30% | +30+0.3% | Added |
| Eagle Strategies LLC | 8,917 | $389.0K | 0.09% | +8,917 | New |
| Clark Financial Services Group Inc | 8,924 | $389.0K | 0.47% | +301+3.5% | Added |
| Greatmark Investment Partners, Inc. | 8,924 | $389.3K | 0.06% | −250−2.7% | Reduced |
| Accredited Investors Inc. | 8,959 | $390.8K | 0.03% | +30.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $391.2K | 0.10% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 8,988 | $392.1K | 0.04% | −208−2.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,000 | $392.6K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,012 | $393.1K | 0.01% | −19,699−68.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 9,015 | $393.2K | 0.10% | 00.0% | Unchanged |