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 |
|---|---|---|---|---|---|
| Catalyst Financial Partners LLC | 11,052 | $454.2K | 0.12% | −584−5.0% | Reduced |
| Journey Strategic Wealth LLC | 10,423 | $454.6K | 0.02% | +1,845+21.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,708 | $455.8K | 0.00% | 00.0% | Unchanged |
| Graypoint LLC | 10,503 | $458.1K | 0.03% | +1,203+12.9% | Added |
| Schmidt P J Investment Management Inc | 10,506 | $458.3K | 0.09% | +815+8.4% | Added |
| Monarch Capital Management Inc | 10,309 | $459.8K | 0.13% | −192−1.8% | Reduced |
| Cheviot Value Management, LLC | 10,594 | $462.1K | 0.10% | +150+1.4% | Added |
| Jackson Hole Capital Partners, LLC | 10,602 | $462.5K | 0.11% | −1,799−14.5% | Reduced |
| SkyOak Wealth, LLC | 10,610 | $462.8K | 0.11% | −70−0.7% | Reduced |
| Vaughan & Co Securities, Inc. | 10,610 | $462.8K | 0.29% | −63−0.6% | Reduced |
| Atlas Brown,Inc. | 10,630 | $463.7K | 0.17% | +602+6.0% | Added |
| Quadcap Wealth Management, LLC | 10,645 | $464.3K | 0.11% | −2,174−17.0% | Reduced |
| Fishman Jay A Ltd | 10,655 | $464.8K | 0.05% | +220+2.1% | Added |
| St. Louis Trust Co | 10,700 | $466.7K | 0.07% | 00.0% | Unchanged |
| Wealth Architects, LLC | 10,711 | $467.2K | 0.06% | −133−1.2% | Reduced |
| Teamwork Financial Advisors, LLC | 10,715 | $467.4K | 0.07% | +689+6.9% | Added |
| Deerfield Management Company, L.P. (Series C) | 10,739 | $468.4K | 0.01% | −3,557−24.9% | Reduced |
| Fee-Only Financial Planning, L.C. | 10,753 | $469.0K | 0.32% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 10,520 | $469.2K | 0.02% | −650−5.8% | Reduced |
| Wagner Wealth Management, LLC | 10,777 | $470.1K | 0.14% | −14,912−58.0% | Reduced |
| Lafayette Investments, Inc. | 10,788 | $470.6K | 0.11% | −1,248−10.4% | Reduced |
| M Holdings Securities, Inc. | 10,823 | $472.0K | 0.08% | −6,591−37.8% | Reduced |
| Chicago Partners Investment Group LLC | 11,012 | $472.1K | 0.02% | +469+4.4% | Added |
| TFC Financial Management | 10,825 | $472.2K | 0.08% | −24−0.2% | Reduced |
| Naples Global Advisors, LLC | 10,626 | $473.5K | 0.05% | −1,234−10.4% | Reduced |
| Howe & Rusling Inc | 10,880 | $474.6K | 0.05% | −5,854−35.0% | Reduced |
| Strategic Blueprint, LLC | 10,888 | $474.9K | 0.03% | +794+7.9% | Added |
| Forum Financial Management, LP | 10,894 | $475.2K | 0.01% | −1,763−13.9% | Reduced |
| L.M. Kohn & Company | 10,909 | $475.9K | 0.13% | +62+0.6% | Added |
| Cape Investment Advisory, Inc. | 10,965 | $478.3K | 0.22% | +1,854+20.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,030 | $481.1K | 0.29% | +400+3.8% | Added |
| Clearbridge Investments, LLC | 11,036 | $481.4K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 11,071 | $483.0K | 0.12% | −292−2.6% | Reduced |
| Burns Matteson Capital Management, LLC | 11,112 | $484.7K | 0.31% | −6,446−36.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,118 | $485.0K | 0.06% | −4,319−28.0% | Reduced |
| Patriot Investment Management Inc. | 11,127 | $485.4K | 0.04% | +9+0.1% | Added |
| NorthStar Asset Management LLC | 11,195 | $488.3K | 0.37% | +58+0.5% | Added |
| Wealth Group, Ltd. | 11,204 | $489.0K | 0.37% | +11,204 | New |
| Avaii Wealth Management, LLC | 11,232 | $489.9K | 0.29% | −387−3.3% | Reduced |
| Mattern Wealth Management LLC | 11,276 | $491.9K | 0.12% | −500−4.2% | Reduced |
| Shelton Capital Management | 11,366 | $495.8K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 11,378 | $496.0K | 0.01% | +708+6.6% | Added |
| Cross Staff Investments Inc | 11,391 | $496.9K | 0.42% | −200−1.7% | Reduced |
| Silver Oak Securities, Inc | 11,445 | $499.2K | 0.08% | −105−0.9% | Reduced |
| Wellington Shields Capital Management, LLC | 11,453 | $499.6K | 0.09% | −216−1.9% | Reduced |
| Plan Group Financial, LLC | 11,462 | $500.0K | 0.33% | +3,728+48.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 11,482 | $500.9K | 0.15% | +1,200+11.7% | Added |
| Alethea Capital Management, LLC | 11,487 | $501.1K | 0.41% | +11,487 | New |
| JT Stratford LLC | 11,490 | $501.2K | 0.10% | +112+1.0% | Added |
| Ellsworth Advisors, LLC | 12,215 | $501.4K | 0.14% | +1,573+14.8% | Added |
| Resolute Partners Group | 11,271 | $502.7K | 0.09% | +262+2.4% | Added |
| City State Bank | 11,522 | $503.0K | 0.22% | −444−3.7% | Reduced |
| GAMMA Investing LLC | 11,556 | $504.1K | 0.10% | +3,336+40.6% | Added |
| United Bank | 11,558 | $504.2K | 0.06% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 11,600 | $506.0K | 0.36% | −800−6.5% | Reduced |
| Empower Advisory Group, LLC | 11,636 | $507.6K | 0.00% | +287+2.5% | Added |
| Taylor & Morgan Wealth Management, LLC | 11,741 | $512.1K | 0.38% | −240−2.0% | Reduced |
| Wealth Effects LLC | 11,750 | $512.5K | 0.19% | +225+2.0% | Added |
| Nwam LLC | 11,733 | $514.3K | 0.04% | −4,549−27.9% | Reduced |
| Brown Miller Wealth Management, LLC | 11,800 | $514.7K | 0.23% | +2,600+28.3% | Added |
| Clarius Group, LLC | 11,826 | $515.9K | 0.04% | +162+1.4% | Added |
| Rogco, LP | 11,849 | $516.9K | 0.21% | −281−2.3% | Reduced |
| Tufton Capital Management | 11,850 | $516.9K | 0.10% | −2,604−18.0% | Reduced |
| Quadrant Capital Group LLC | 11,876 | $518.0K | 0.04% | −1,231−9.4% | Reduced |
| HAP Trading, LLC | 11,889 | $518.6K | 0.16% | +11,889 | New |
| Keystone Wealth Services, LLC | 11,918 | $519.9K | 0.17% | −626−5.0% | Reduced |
| Patton Albertson Miller Group, LLC | 11,943 | $521.0K | 0.08% | −1,745−12.7% | Reduced |
| Provenance Wealth Advisors, LLC | 11,995 | $523.2K | 0.07% | +5,220+77.0% | Added |
| Cambria Investment Management, L.P. | 12,085 | $527.1K | 0.03% | −3,665−23.3% | Reduced |
| Farmers & Merchants Investments Inc | 12,106 | $528.1K | 0.02% | −517−4.1% | Reduced |
| Advisory Alpha, LLC | 12,108 | $528.2K | 0.02% | +724+6.4% | Added |
| RFG Advisory, LLC | 12,125 | $528.9K | 0.02% | −630−4.9% | Reduced |
| SPC Financial, Inc. | 12,154 | $530.2K | 0.05% | −108−0.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 12,156 | $530.3K | 0.11% | +3,421+39.2% | Added |
| PBMares Wealth Management LLC | 12,190 | $531.7K | 0.14% | +1,085+9.8% | Added |
| Burney Co | 12,255 | $534.6K | 0.02% | −1,809−12.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,322 | $537.5K | 0.02% | +569+4.8% | Added |
| Spinnaker Trust | 12,333 | $538.0K | 0.03% | −234−1.9% | Reduced |
| Aureus Asset Management, LLC | 12,356 | $539.0K | 0.04% | −905−6.8% | Reduced |
| Evercore Wealth Management, LLC | 12,360 | $539.1K | 0.01% | −175−1.4% | Reduced |
| Girard Partners Ltd. | 12,370 | $539.6K | 0.05% | −1,879−13.2% | Reduced |
| Rational Advisors LLC | 12,420 | $541.8K | 0.05% | −3,249−20.7% | Reduced |
| Norden Group LLC | 12,449 | $543.0K | 0.11% | +12,449 | New |
| Aveo Capital Partners, LLC | 12,543 | $546.7K | 0.06% | +1,698+15.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,544 | $547.2K | 0.03% | +3,023+31.8% | Added |
| Westmount Partners, LLC | 12,548 | $547.3K | 0.20% | +196+1.6% | Added |
| Madison Asset Management, LLC | 12,581 | $548.8K | 0.01% | 00.0% | Unchanged |
| Capital City Trust Co | 12,583 | $548.9K | 0.15% | 00.0% | Unchanged |
| Spirit of America Management Corp | 12,650 | $551.8K | 0.11% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 12,669 | $552.6K | 0.42% | −2,676−17.4% | Reduced |
| Continuum Advisory, LLC | 12,405 | $554.6K | 0.08% | −4,334−25.9% | Reduced |
| Dakota Wealth Management | 12,719 | $555.1K | 0.01% | −308−2.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,751 | $556.2K | 0.08% | +12,751 | New |
| Tevis Investment Management | 12,766 | $556.9K | 0.47% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 12,792 | $558.0K | 0.32% | −6,123−32.4% | Reduced |
| Magnolia Capital Advisors LLC | 13,258 | $558.0K | 0.47% | −344−2.5% | Reduced |
| Diligent Investors, LLC | 12,803 | $558.5K | 0.14% | +514+4.2% | Added |
| 180 Wealth Advisors, LLC | 12,871 | $561.4K | 0.10% | −136−1.0% | Reduced |
| Gilbert & Cook, Inc. | 12,886 | $562.1K | 0.08% | −42−0.3% | Reduced |
| Northstar Advisory Group, LLC | 12,593 | $563.0K | 0.34% | +1,279+11.3% | Added |