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
- 1,902
- +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
- 749 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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 133,878 | $5.84M | 0.02% | −3,356−2.4% | Reduced |
| Sowell Financial Services LLC | 129,798 | $5.79M | 0.27% | +11,912+10.1% | Added |
| Central Trust Co | 132,524 | $5.78M | 0.14% | −4,024−2.9% | Reduced |
| Maryland State Retirement & Pension System | 139,055 | $5.69M | 0.11% | 00.0% | Unchanged |
| MAI Capital Management | 130,407 | $5.69M | 0.06% | +37,257+40.0% | Added |
| Independent Advisor Alliance | 130,380 | $5.69M | 0.21% | +92+0.1% | Added |
| Ritholtz Wealth Management | 130,362 | $5.69M | 0.20% | +4,292+3.4% | Added |
| Commonwealth Retirement Investments LLC | 128,603 | $5.61M | 2.68% | +49,268+62.1% | Added |
| Aptus Capital Advisors, LLC | 128,454 | $5.60M | 0.12% | +13,349+11.6% | Added |
| Clear Street Markets LLC | 127,400 | $5.56M | 2.54% | +49,800+64.2% | Added |
| KBC Group NV | 126,008 | $5.50M | 0.02% | +5,925+4.9% | Added |
| Schwerin Boyle Capital Management Inc | 125,640 | $5.48M | 0.55% | 00.0% | Unchanged |
| First Manhattan Co | 125,222 | $5.46M | 0.02% | −17,608−12.3% | Reduced |
| Kennon-Green & Company, LLC | 124,514 | $5.43M | 5.07% | +2,066+1.7% | Added |
| Symphony Financial, Ltd. Co. | 123,063 | $5.37M | 1.25% | +2,865+2.4% | Added |
| Equitable Holdings, Inc. | 120,906 | $5.27M | 0.06% | −7,484−5.8% | Reduced |
| Mutual Advisors, LLC | 119,939 | $5.23M | 0.17% | +2,890+2.5% | Added |
| KWMG, LLC | 117,920 | $5.14M | 0.56% | +5,214+4.6% | Added |
| Valley National Advisers Inc | 116,693 | $5.09M | 0.77% | −7,977−6.4% | Reduced |
| Gateway Investment Advisers LLC | 116,498 | $5.08M | 0.06% | −672,626−85.2% | Reduced |
| SpiderRock Advisors, LLC | 113,690 | $5.06M | 0.16% | +113,690 | New |
| Boyer & Corporon Wealth Management, LLC | 115,984 | $5.06M | 1.74% | +5,091+4.6% | Added |
| Tectonic Advisors LLC | 115,518 | $5.04M | 0.38% | +15,237+15.2% | Added |
| Hartford Investment Management Co | 114,075 | $4.98M | 0.18% | −5,181−4.3% | Reduced |
| First National Trust Co | 113,148 | $4.94M | 0.20% | +3,002+2.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 112,897 | $4.92M | 2.02% | +41,609+58.4% | Added |
| SYSTM Wealth Solutions LLC | 110,534 | $4.87M | 0.62% | +9,054+8.9% | Added |
| Sage Capital Advisors,llc | 111,596 | $4.87M | 1.41% | −2,063−1.8% | Reduced |
| GLOBALT Investments LLC | 110,428 | $4.82M | 0.19% | +2,306+2.1% | Added |
| Keystone Financial Planning, Inc. | 110,376 | $4.81M | 1.56% | −4,898−4.2% | Reduced |
| Salomon & Ludwin, LLC | 110,263 | $4.81M | 0.41% | −4,444−3.9% | Reduced |
| BBR Partners, LLC | 110,084 | $4.80M | 0.38% | +66,824+154.5% | Added |
| Butensky & Cohen Financial Security, Inc | 108,233 | $4.72M | 1.47% | +3,578+3.4% | Added |
| Credit Agricole S A | 113,375 | $4.68M | 0.08% | +57,084+101.4% | Added |
| Man Group plc | 107,278 | $4.68M | 0.01% | +39,277+57.8% | Added |
| Hyman Charles D | 106,846 | $4.66M | 0.26% | −3,880−3.5% | Reduced |
| Whittier Trust Co | 105,780 | $4.61M | 0.07% | −3,734−3.4% | Reduced |
| Avantax Advisory Services, Inc. | 104,994 | $4.58M | 0.04% | −9,576−8.4% | Reduced |
| JustInvest LLC | 104,492 | $4.56M | 0.10% | −6,406−5.8% | Reduced |
| LVM Capital Management Ltd | 104,180 | $4.54M | 0.54% | −24,893−19.3% | Reduced |
| Securian Asset Management, Inc | 103,866 | $4.53M | 0.13% | −8,148−7.3% | Reduced |
| Regions Financial Corp | 103,768 | $4.53M | 0.03% | −4,919−4.5% | Reduced |
| Sather Financial Group Inc | 103,732 | $4.52M | 0.32% | −51,868−33.3% | Reduced |
| Brookstone Capital Management | 103,268 | $4.50M | 0.08% | +8,777+9.3% | Added |
| Ar Asset Management Inc | 103,076 | $4.50M | 1.10% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 102,870 | $4.49M | 1.55% | +3,853+3.9% | Added |
| Louisiana State Employees Retirement System | 102,700 | $4.48M | 0.09% | −4,200−3.9% | Reduced |
| Crestline Management, LP | 102,321 | $4.46M | 0.42% | +102,321 | New |
| Atria Investments LLC | 102,257 | $4.46M | 0.06% | +9,290+10.0% | Added |
| Hutner Capital Management Inc | 102,056 | $4.45M | 2.41% | +210.0% | Added |
| Johnson Financial Group, Inc. | 99,690 | $4.44M | 0.24% | +28,540+40.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 101,087 | $4.41M | 0.02% | +63,701+170.4% | Added |
| Clifford Swan Investment Counsel LLC | 100,949 | $4.40M | 0.16% | −2,537−2.5% | Reduced |
| Coston, McIsaac & Partners | 99,631 | $4.34M | 1.40% | +2,270+2.3% | Added |
| Beacon Financial Group | 99,518 | $4.34M | 0.50% | −2,562−2.5% | Reduced |
| Altrius Capital Management Inc | 99,489 | $4.34M | 1.09% | +12,869+14.9% | Added |
| Rbo & Co LLC | 99,473 | $4.34M | 0.72% | −175−0.2% | Reduced |
| Scotia Capital Inc. | 97,080 | $4.23M | 0.03% | +3,759+4.0% | Added |
| Venture Visionary Partners LLC | 96,552 | $4.21M | 0.20% | +1,574+1.7% | Added |
| Meyer Handelman Co | 96,482 | $4.21M | 0.15% | +23,800+32.7% | Added |
| Foundations Investment Advisors, LLC | 96,364 | $4.20M | 0.11% | +1,608+1.7% | Added |
| Tyche Wealth Partners LLC | 95,958 | $4.19M | 1.02% | −2,069−2.1% | Reduced |
| Grassi Investment Management | 95,186 | $4.15M | 0.38% | −200−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 95,169 | $4.15M | 0.08% | −18,471−16.3% | Reduced |
| CWA Asset Management Group, LLC | 94,223 | $4.11M | 0.25% | −10,426−10.0% | Reduced |
| Savant Capital, LLC | 93,405 | $4.07M | 0.05% | +42,528+83.6% | Added |
| Baugh & Associates, LLC | 93,149 | $4.06M | 2.16% | −932−1.0% | Reduced |
| Edmp, Inc. | 92,527 | $4.04M | 3.37% | −161−0.2% | Reduced |
| Aua Capital Management, LLC | 92,489 | $4.03M | 2.32% | +120+0.1% | Added |
| Heritage Wealth Advisors | 92,446 | $4.03M | 0.18% | +137+0.1% | Added |
| iA Global Asset Management Inc. | 92,361 | $4.03M | 0.08% | +131+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 91,597 | $4.00M | 0.04% | −8,235−8.2% | Reduced |
| CX Institutional | 91,178 | $3.98M | 0.19% | +8,500+10.3% | Added |
| National Asset Management, Inc. | 91,794 | $3.95M | 0.11% | +11,546+14.4% | Added |
| Whittier Trust Co of Nevada Inc | 89,984 | $3.92M | 0.11% | −1,963−2.1% | Reduced |
| B&D White Capital Company, LLC | 89,915 | $3.92M | 0.87% | −333,450−78.8% | Reduced |
| Hantz Financial Services, Inc. | 89,403 | $3.90M | 0.08% | −5,550−5.8% | Reduced |
| Highland Capital Management, LLC | 89,253 | $3.89M | 0.22% | −1,020−1.1% | Reduced |
| New Mexico Educational Retirement Board | 89,095 | $3.89M | 0.14% | −3,800−4.1% | Reduced |
| M&G Plc | 87,857 | $3.87M | 0.02% | +87,857 | New |
| Sigma Planning Corp | 87,664 | $3.82M | 0.12% | +34,187+63.9% | Added |
| Financial Security Advisor, Inc. | 86,789 | $3.79M | 1.32% | +5,484+6.7% | Added |
| Ascent Group, LLC | 86,140 | $3.76M | 0.33% | −329−0.4% | Reduced |
| Park Circle Co | 86,050 | $3.75M | 3.50% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 85,905 | $3.75M | 0.04% | −647−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 85,640 | $3.74M | 0.30% | +667+0.8% | Added |
| Merit Financial Group, LLC | 85,367 | $3.72M | 0.09% | +13,353+18.5% | Added |
| Group One Trading, L.P. | 85,298 | $3.72M | 0.13% | +36,800+75.9% | Added |
| Freestone Capital Holdings, LLC | 84,586 | $3.69M | 0.14% | +8,562+11.3% | Added |
| Octavia Wealth Advisors, LLC | 82,692 | $3.68M | 0.54% | +44,825+118.4% | Added |
| Stock Yards Bank & Trust Co | 84,221 | $3.67M | 0.12% | +597+0.7% | Added |
| MainStreet Investment Advisors LLC | 84,129 | $3.67M | 0.44% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 84,040 | $3.67M | 0.34% | +3,282+4.1% | Added |
| Global Retirement Partners, LLC | 83,825 | $3.66M | 0.14% | +3,999+5.0% | Added |
| Massmutual Trust Co FSB | 83,694 | $3.65M | 0.11% | −1,061−1.3% | Reduced |
| Nomura Holdings Inc | 83,430 | $3.64M | 0.03% | −56,465−40.4% | Reduced |
| Bokf, NA | 83,997 | $3.63M | 0.07% | −24,899−22.9% | Reduced |
| Clark Estates Inc | 83,200 | $3.63M | 0.60% | +14,800+21.6% | Added |
| Integrated Wealth Concepts LLC | 82,172 | $3.58M | 0.05% | +7,581+10.2% | Added |
| Savoir Faire Capital Management, L.P. | 82,143 | $3.58M | 1.65% | −63,851−43.7% | Reduced |