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 |
|---|---|---|---|---|---|
| CFO4Life Group, LLC | 9,023 | $393.6K | 0.07% | +5+0.1% | Added |
| Gratus Capital LLC | 9,038 | $394.2K | 0.02% | +2,832+45.6% | Added |
| Guardian Capital Advisors LP | 9,600 | $394.6K | 0.04% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 9,078 | $396.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 9,100 | $396.9K | 0.03% | −1,509−14.2% | Reduced |
| Sterling Investment Counsel, LLC | 9,102 | $397.0K | 0.18% | +255+2.9% | Added |
| Washington Trust Co | 9,127 | $398.1K | 0.01% | +7+0.1% | Added |
| Indie Asset Partners, LLC | 9,134 | $398.4K | 0.35% | +40+0.4% | Added |
| Skyline Advisors, Inc. | 9,136 | $398.5K | 0.18% | +20.0% | Added |
| Canandaigua National Bank & Trust Co | 9,139 | $398.6K | 0.06% | −1,001−9.9% | Reduced |
| One Wealth Advisors, LLC | 8,947 | $398.8K | 0.07% | +437+5.1% | Added |
| Asset Allocation Strategies LLC | 9,146 | $398.9K | 0.14% | +188+2.1% | Added |
| Tocqueville Asset Management L.P. | 9,202 | $401.4K | 0.01% | +2,133+30.2% | Added |
| Advisor OS, LLC | 9,230 | $402.6K | 0.05% | +2,033+28.2% | Added |
| C2C Wealth Management, LLC | 9,252 | $403.6K | 0.40% | −400−4.1% | Reduced |
| Fidelis Capital Partners, LLC | 9,262 | $404.0K | 0.06% | +1,820+24.5% | Added |
| Home Federal Bank of Tennessee | 9,265 | $404.1K | 0.13% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 9,272 | $404.4K | 0.00% | −187−2.0% | Reduced |
| Duncker Streett & Co Inc | 9,301 | $405.7K | 0.08% | −1,823−16.4% | Reduced |
| Acorn Wealth Advisors, LLC | 9,306 | $405.9K | 0.21% | +867+10.3% | Added |
| Summit Financial, LLC | 9,132 | $407.3K | 0.02% | +2,653+40.9% | Added |
| D'Orazio & Associates, Inc. | 9,354 | $408.0K | 0.07% | +1,022+12.3% | Added |
| Smartleaf Asset Management LLC | 9,364 | $408.8K | 0.08% | +811+9.5% | Added |
| Procyon Private Wealth Partners, LLC | 9,373 | $408.9K | 0.03% | +270+3.0% | Added |
| AdvisorShares Investments LLC | 9,382 | $409.2K | 0.07% | −1,610−14.6% | Reduced |
| Leonteq Securities AG | 9,419 | $410.9K | 0.06% | −5,593−37.3% | Reduced |
| Bedel Financial Consulting, Inc. | 9,442 | $411.8K | 0.06% | +10.0% | Added |
| Cutter & CO Brokerage, Inc. | 9,461 | $412.7K | 0.10% | −971−9.3% | Reduced |
| Investors Research Corp | 9,469 | $413.0K | 0.10% | +250+2.7% | Added |
| Successful Portfolios LLC | 9,522 | $415.4K | 0.28% | −1,221−11.4% | Reduced |
| Symmetry Partners, LLC | 9,539 | $416.0K | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 9,542 | $416.2K | 0.01% | +9,542 | New |
| Orca Investment Management, LLC | 9,560 | $417.0K | 0.39% | −1,016−9.6% | Reduced |
| Schnieders Capital Management LLC | 9,562 | $417.1K | 0.09% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 9,570 | $417.5K | 0.02% | +9,570 | New |
| Conning Inc. | 9,575 | $417.7K | 0.01% | +853+9.8% | Added |
| McElhenny Sheffield Capital Management, LLC | 9,579 | $417.8K | 0.15% | +210+2.2% | Added |
| FinTrust Capital Advisors, LLC | 9,608 | $419.1K | 0.08% | −15,791−62.2% | Reduced |
| Edge Capital Group, LLC | 9,622 | $419.7K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 9,626 | $419.9K | 0.10% | −821−7.9% | Reduced |
| Choate Investment Advisors | 9,646 | $420.8K | 0.01% | +141+1.5% | Added |
| Galvin, Gaustad & Stein, LLC | 9,646 | $420.8K | 0.04% | +9,646 | New |
| Hendershot Investments Inc. | 9,686 | $422.5K | 0.06% | −319−3.2% | Reduced |
| Dover Advisors, LLC | 9,705 | $423.3K | 0.29% | −5,739−37.2% | Reduced |
| Centennial Bank | 9,714 | $423.7K | 0.22% | −288−2.9% | Reduced |
| Raleigh Capital Management Inc. | 9,721 | $424.1K | 0.18% | +1,542+18.9% | Added |
| Foster Group, Inc. | 9,722 | $424.1K | 0.02% | −3,327−25.5% | Reduced |
| Winning Points Advisors, LLC | 10,532 | $424.9K | 0.65% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 9,742 | $425.0K | 0.13% | −630−6.1% | Reduced |
| TFB Advisors LLC | 9,699 | $425.0K | 0.15% | +9,699 | New |
| Benchmark Financial Wealth Advisors, LLC | 9,788 | $426.9K | 0.16% | +1,794+22.4% | Added |
| Cobblestone Asset Management LLC | 9,791 | $427.1K | 0.29% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 9,825 | $428.6K | 0.14% | −400−3.9% | Reduced |
| Montecito Bank & Trust | 9,831 | $428.8K | 0.09% | 00.0% | Unchanged |
| Ossiam | 9,835 | $429.0K | 0.01% | −19,624−66.6% | Reduced |
| Montag A & Associates Inc | 9,620 | $429.1K | 0.02% | −1,205−11.1% | Reduced |
| Sowa Financial Group, Inc. | 10,652 | $430.0K | 0.35% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 9,858 | $430.0K | 0.05% | +885+9.9% | Added |
| Legacy Advisors, LLC | 9,888 | $431.3K | 0.05% | +402+4.2% | Added |
| KMG Fiduciary Partners, LLC | 9,892 | $431.5K | 0.04% | −48,425−83.0% | Reduced |
| Lake Street Advisors Group, LLC | 9,700 | $432.6K | 0.02% | +572+6.3% | Added |
| Powers Advisory Group, LLC | 9,933 | $433.3K | 0.25% | −1,335−11.8% | Reduced |
| Strategic Advisors LLC | 9,937 | $433.5K | 0.09% | +1,072+12.1% | Added |
| Summit Financial Group Inc | 9,950 | $434.0K | 0.15% | 00.0% | Unchanged |
| Mosley Wealth Management | 9,982 | $435.4K | 0.41% | −135−1.3% | Reduced |
| Loomis Sayles & Co L P | 9,996 | $436.0K | 0.00% | −1,349−11.9% | Reduced |
| Meritage Portfolio Management | 9,997 | $436.0K | 0.03% | +64+0.6% | Added |
| State Farm Mutual Automobile Insurance Co | 10,000 | $436.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 10,018 | $437.0K | 0.04% | −3,200−24.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 10,059 | $438.8K | 0.13% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 10,062 | $438.9K | 0.04% | −800−7.4% | Reduced |
| Ted Buchan & Co | 10,069 | $439.2K | 0.27% | +3,213+46.9% | Added |
| LMCG Investments, LLC | 10,092 | $440.2K | 0.03% | −243−2.4% | Reduced |
| Bangor Savings Bank | 10,099 | $440.5K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10,110 | $441.0K | 0.07% | +657+7.0% | Added |
| Colonial Trust Co | 10,126 | $441.7K | 0.08% | +2,150+27.0% | Added |
| San Luis Wealth Advisors LLC | 10,122 | $442.0K | 0.23% | +1,667+19.7% | Added |
| Qsemble Capital Management, LP | 10,154 | $442.9K | 0.10% | +10,154 | New |
| V2 Financial group LLC | 10,166 | $443.5K | 0.30% | +406+4.2% | Added |
| WMS Partners, LLC | 10,180 | $444.1K | 0.03% | +680+7.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,184 | $444.2K | 0.08% | +30+0.3% | Added |
| Hartline Investment Corp | 10,184 | $444.2K | 0.08% | +10,184 | New |
| Essex Savings Bank | 11,038 | $445.3K | 0.13% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 10,209 | $445.3K | 0.08% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 10,213 | $445.5K | 0.02% | +331+3.3% | Added |
| Total Investment Management Inc | 10,219 | $445.8K | 0.06% | +50.0% | Added |
| Baker Tilly Wealth Management, LLC | 10,226 | $446.1K | 0.08% | −496−4.6% | Reduced |
| KCM Investment Advisors LLC | 10,249 | $447.1K | 0.02% | +4,911+92.0% | Added |
| MSH Capital Advisors LLC | 10,274 | $448.2K | 0.16% | +567+5.8% | Added |
| Adviser Investments LLC | 10,277 | $448.3K | 0.01% | −117−1.1% | Reduced |
| Grimes & Company, Inc. | 10,283 | $448.5K | 0.01% | +121+1.2% | Added |
| Gladstone Institutional Advisory LLC | 10,305 | $449.5K | 0.02% | −4,423−30.0% | Reduced |
| Cladis Investment Advisory, LLC | 10,325 | $450.4K | 0.33% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 10,911 | $451.4K | 0.08% | −4,138−27.5% | Reduced |
| Rodgers Brothers Inc. | 10,360 | $451.9K | 0.06% | +3,500+51.0% | Added |
| Vectors Research Management, LLC | 10,371 | $452.0K | 0.13% | −794−7.1% | Reduced |
| Droms Strauss Advisors Inc | 10,352 | $452.0K | 0.17% | −30.0% | Reduced |
| Jones Financial Companies LLLP | 10,370 | $452.3K | 0.00% | +3,917+60.7% | Added |
| Peak Financial Advisors LLC | 10,390 | $453.2K | 0.28% | +32+0.3% | Added |
| Strategic Financial Concepts, LLC | 10,395 | $453.4K | 0.11% | +4,686+82.1% | Added |