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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 81,966 | $3.58M | 0.58% | −1,321−1.6% | Reduced |
| Good Life Advisors, LLC | 81,916 | $3.57M | 0.32% | −516−0.6% | Reduced |
| Lincoln National Corp | 80,365 | $3.51M | 0.05% | −2,759−3.3% | Reduced |
| CFM Wealth Partners LLC | 79,930 | $3.49M | 0.70% | −1,971−2.4% | Reduced |
| Apollon Wealth Management, LLC | 79,154 | $3.45M | 0.11% | +3,289+4.3% | Added |
| Fifth Third Bancorp | 77,766 | $3.39M | 0.01% | −21,627−21.8% | Reduced |
| DoubleLine ETF Adviser LP | 76,999 | $3.36M | 0.86% | +76,999 | New |
| Synergy Financial Management, LLC | 76,670 | $3.34M | 0.57% | −37,885−33.1% | Reduced |
| Hollencrest Capital Management | 76,392 | $3.33M | 0.15% | +1,877+2.5% | Added |
| Cercano Management LLC | 76,086 | $3.32M | 0.09% | +66,830+722.0% | Added |
| Raymond James Trust N.A. | 75,853 | $3.31M | 0.08% | −8,516−10.1% | Reduced |
| First Citizens Bank & Trust Co | 75,784 | $3.31M | 0.06% | +69,928+1,194.1% | Added |
| Accurate Wealth Management, LLC | 78,483 | $3.30M | 0.96% | +30,080+62.1% | Added |
| Dynamic Advisor Solutions LLC | 75,576 | $3.30M | 0.11% | +2,608+3.6% | Added |
| Glenview Trust Co | 75,483 | $3.29M | 0.07% | +6,031+8.7% | Added |
| Change Path, LLC | 74,887 | $3.27M | 0.13% | +42,506+131.3% | Added |
| Fred Alger Management, LLC | 74,477 | $3.25M | 0.02% | +8,188+12.4% | Added |
| Krilogy Financial LLC | 74,445 | $3.25M | 0.25% | +74,445 | New |
| Verdence Capital Advisors LLC | 74,068 | $3.23M | 0.29% | +6,419+9.5% | Added |
| Heritage Investors Management Corp | 73,751 | $3.22M | 0.11% | +171+0.2% | Added |
| Cornerstone Advisors, LLC | 73,300 | $3.20M | 0.13% | −4,000−5.2% | Reduced |
| Peapack Gladstone Financial Corp | 72,563 | $3.17M | 0.05% | −13,871−16.0% | Reduced |
| HighPoint Advisor Group LLC | 69,973 | $3.15M | 0.22% | +430+0.6% | Added |
| Heritage Trust Co | 72,128 | $3.15M | 0.42% | −41−0.1% | Reduced |
| Renaissance Technologies LLC | 71,800 | $3.13M | 0.00% | −423,339−85.5% | Reduced |
| Cypress Capital Group | 71,628 | $3.12M | 0.37% | −5,977−7.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 71,414 | $3.12M | 0.76% | +2,105+3.0% | Added |
| Wintrust Investments LLC | 71,358 | $3.11M | 0.27% | −9,834−12.1% | Reduced |
| Metropolitan Life Insurance Co | 71,125 | $3.10M | 0.14% | −866−1.2% | Reduced |
| Banque Cantonale Vaudoise | 70,978 | $3.10M | 0.12% | +3,251+4.8% | Added |
| Fernwood Investment Management, LLC | 70,964 | $3.10M | 0.90% | +2,226+3.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 70,113 | $3.06M | 0.07% | −730,000−91.2% | Reduced |
| Citizens National Bank Trust Department | 69,635 | $3.04M | 0.70% | −1,807−2.5% | Reduced |
| Baldwin Brothers Inc | 68,425 | $2.98M | 0.22% | −6,907−9.2% | Reduced |
| Aviva PLC | 67,734 | $2.95M | 0.01% | −256−0.4% | Reduced |
| 3Chopt Investment Partners, LLC | 65,599 | $2.93M | 1.20% | +8,757+15.4% | Added |
| Torray LLC | 66,943 | $2.92M | 0.44% | −206,580−75.5% | Reduced |
| Mayflower Financial Advisors, LLC | 65,794 | $2.87M | 0.48% | −175,892−72.8% | Reduced |
| Cornercap Investment Counsel Inc | 65,638 | $2.86M | 0.44% | −1,308−2.0% | Reduced |
| Bessemer Group Inc | 65,405 | $2.85M | 0.01% | +20,438+45.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 65,410 | $2.85M | 1.06% | −1,735−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 64,704 | $2.82M | 0.07% | −138,701−68.2% | Reduced |
| Epoch Investment Partners, Inc. | 64,275 | $2.80M | 0.01% | −1,399−2.1% | Reduced |
| Stokes Family Office, LLC | 64,260 | $2.80M | 0.35% | −4,742−6.9% | Reduced |
| Capital Square, LLC | 63,823 | $2.78M | 1.97% | +2,347+3.8% | Added |
| Atlantic Union Bankshares Corp | 63,488 | $2.77M | 0.23% | +3,431+5.7% | Added |
| Level Four Advisory Services, LLC | 68,497 | $2.76M | 0.15% | +6,732+10.9% | Added |
| Mechanics Bank Trust Department | 63,136 | $2.75M | 0.40% | +1,352+2.2% | Added |
| Principal Securities, Inc. | 62,862 | $2.74M | 0.09% | +2,720+4.5% | Added |
| Pine Valley Investments Ltd Liability Co | 62,184 | $2.74M | 0.21% | +11,008+21.5% | Added |
| Texas Yale Capital Corp. | 62,523 | $2.73M | 0.12% | −345−0.5% | Reduced |
| Financial Partners Group, LLC | 62,482 | $2.73M | 1.05% | +1,156+1.9% | Added |
| Jarislowsky, Fraser Ltd | 61,700 | $2.69M | 0.02% | −10,300−14.3% | Reduced |
| Norinchukin Bank, The | 61,529 | $2.68M | 0.08% | −1,025−1.6% | Reduced |
| Dana Investment Advisors, Inc. | 61,489 | $2.68M | 0.09% | +1,933+3.2% | Added |
| Axxcess Wealth Management, LLC | 61,451 | $2.68M | 0.08% | −1,818−2.9% | Reduced |
| Ieq Capital, LLC | 61,382 | $2.68M | 0.04% | +9,333+17.9% | Added |
| Bryn Mawr Trust Co | 61,163 | $2.67M | 0.10% | +61,163 | New |
| Founders Financial Alliance, LLC | 60,917 | $2.66M | 0.80% | +6,071+11.1% | Added |
| Grey Street Capital, LLC | 59,061 | $2.63M | 0.36% | +59,061 | New |
| Diversify Advisory Services, LLC | 60,910 | $2.63M | 0.16% | +60,910 | New |
| Waterloo Capital, L.P. | 60,295 | $2.63M | 0.34% | +23,547+64.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 60,021 | $2.62M | 0.14% | +7,253+13.7% | Added |
| Kovack Advisors, Inc. | 59,858 | $2.61M | 0.32% | +8,152+15.8% | Added |
| Investmark Advisory Group LLC | 59,704 | $2.60M | 1.43% | −725−1.2% | Reduced |
| Haverford Trust Co | 59,650 | $2.60M | 0.03% | −2,470−4.0% | Reduced |
| Quantinno Capital Management LP | 59,496 | $2.60M | 0.06% | +16,721+39.1% | Added |
| Convergence Investment Partners, LLC | 59,447 | $2.59M | 0.99% | +8,404+16.5% | Added |
| Tiaa Trust, National Association | 59,429 | $2.59M | 0.01% | +2,520+4.4% | Added |
| Contrarius Investment Management Ltd | 59,404 | $2.59M | 0.15% | −2,287−3.7% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 59,253 | $2.58M | 1.88% | +7,230+13.9% | Added |
| MONECO Advisors, LLC | 59,188 | $2.58M | 0.41% | −4,036−6.4% | Reduced |
| PFG Investments, LLC | 59,098 | $2.58M | 0.16% | +44,754+312.0% | Added |
| Mid-American Wealth Advisory Group, Inc. | 59,096 | $2.58M | 1.74% | +3,840+6.9% | Added |
| Alaska Permanent Fund Corp | 59,090 | $2.58M | 0.04% | +5,715+10.7% | Added |
| KPP Advisory Services LLC | 59,081 | $2.58M | 0.71% | −986−1.6% | Reduced |
| HB Wealth Management, LLC | 58,819 | $2.57M | 0.03% | +10,339+21.3% | Added |
| Carnegie Capital Asset Management, LLC | 58,756 | $2.56M | 0.08% | +14,915+34.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 58,196 | $2.54M | 0.17% | −4,814−7.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 58,127 | $2.54M | 0.41% | +1,908+3.4% | Added |
| Concurrent Investment Advisors, LLC | 57,475 | $2.51M | 0.10% | −1,669−2.8% | Reduced |
| Elequin Capital LP | 58,022 | $2.49M | 0.48% | −27,778−32.4% | Reduced |
| Hancock Whitney Corp | 57,009 | $2.49M | 0.09% | +5,973+11.7% | Added |
| Park Avenue Securities LLC | 56,937 | $2.48M | 0.03% | −7,555−11.7% | Reduced |
| Ridgepath Capital Management LLC | 56,416 | $2.46M | 2.77% | +46,960+496.6% | Added |
| Lowe Brockenbrough & Co Inc | 54,944 | $2.45M | 0.17% | −2,710−4.7% | Reduced |
| United Capital Financial Advisers, LLC | 56,161 | $2.45M | 0.02% | +12,971+30.0% | Added |
| Independent Solutions Wealth Management, LLC | 56,075 | $2.45M | 0.58% | +1,151+2.1% | Added |
| Slagle Financial, LLC | 55,867 | $2.44M | 1.32% | −104,513−65.2% | Reduced |
| LVW Advisors, LLC | 55,816 | $2.43M | 0.41% | +10,417+22.9% | Added |
| Stratos Wealth Partners, LTD. | 55,557 | $2.42M | 0.04% | −677−1.2% | Reduced |
| Verus Financial Partners, Inc. | 55,316 | $2.41M | 0.28% | −6,351−10.3% | Reduced |
| Marcum Wealth, LLC | 55,241 | $2.41M | 0.24% | +1,545+2.9% | Added |
| CoreCap Advisors, LLC | 55,225 | $2.41M | 0.13% | +4,611+9.1% | Added |
| Executive Wealth Group LLC | 57,378 | $2.38M | 0.50% | +38,690+207.0% | Added |
| Mesirow Financial Investment Management, Inc. | 54,323 | $2.37M | 0.05% | +11,631+27.2% | Added |
| Bridges Investment Management Inc | 53,737 | $2.34M | 0.07% | −5,053−8.6% | Reduced |
| Redwood Investment Management, LLC | 53,689 | $2.34M | 0.22% | −837−1.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 53,627 | $2.34M | 0.03% | +1,214+2.3% | Added |
| Strategic Investment Advisors | 53,490 | $2.33M | 0.30% | +4,352+8.9% | Added |