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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 51,635 | $2.33M | 0.12% | −1,681−3.2% | Reduced |
| Pinnacle Associates Ltd | 52,397 | $2.29M | 0.04% | −2,094−3.8% | Reduced |
| Bogart Wealth, LLC | 52,395 | $2.29M | 0.12% | −3,532−6.3% | Reduced |
| NBT Bank N A | 52,177 | $2.28M | 0.17% | −1,021−1.9% | Reduced |
| Ostrum Asset Management | 51,990 | $2.27M | 0.18% | 00.0% | Unchanged |
| Hosking Partners LLP | 51,587 | $2.25M | 0.08% | −262−0.5% | Reduced |
| Trust Co of Virginia | 51,538 | $2.25M | 0.22% | −2,416−4.5% | Reduced |
| Cohen Klingenstein LLC | 51,479 | $2.25M | 0.08% | 00.0% | Unchanged |
| Argent Trust Co | 51,235 | $2.23M | 0.10% | −3,729−6.8% | Reduced |
| Allworth Financial LP | 51,140 | $2.23M | 0.02% | −4,149−7.5% | Reduced |
| Associated Banc-Corp | 51,050 | $2.23M | 0.07% | −1,293−2.5% | Reduced |
| HBW Advisory Services LLC | 55,142 | $2.22M | 0.42% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 50,657 | $2.21M | 0.04% | −30,046−37.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 50,654 | $2.21M | 0.30% | −9,208−15.4% | Reduced |
| Moran Wealth Management, LLC | 50,548 | $2.20M | 0.07% | +18,523+57.8% | Added |
| Leelyn Smith, LLC | 50,485 | $2.20M | 0.44% | +1,057+2.1% | Added |
| Sepio Capital, LP | 50,415 | $2.20M | 0.19% | −3,453−6.4% | Reduced |
| We Are One Seven, LLC | 50,380 | $2.20M | 0.11% | +2,109+4.4% | Added |
| Kinloch Capital, LLC | 50,244 | $2.19M | 1.13% | +10,527+26.5% | Added |
| Federated Hermes, Inc. | 50,189 | $2.19M | 0.01% | −6,963−12.2% | Reduced |
| Hunter Associates Investment Management LLC | 50,048 | $2.19M | 0.37% | +573+1.2% | Added |
| Verus Capital Partners, LLC | 50,057 | $2.18M | 0.24% | −546−1.1% | Reduced |
| MYDA Advisors LLC | 50,000 | $2.18M | 0.76% | +50,000 | New |
| Sunbelt Securities, Inc. | 49,827 | $2.17M | 0.24% | +12,849+34.7% | Added |
| Wolverine Trading, LLC | 49,708 | $2.17M | 0.02% | −180,406−78.4% | Reduced |
| Hilltop Holdings Inc. | 49,370 | $2.15M | 0.24% | +2,756+5.9% | Added |
| Parthenon LLC | 49,295 | $2.15M | 0.27% | −4,000−7.5% | Reduced |
| Capital Investment Advisory Services, LLC | 49,242 | $2.15M | 0.23% | −728−1.5% | Reduced |
| TownSquare Capital, LLC | 49,144 | $2.14M | 0.03% | +19,781+67.4% | Added |
| Silvercrest Asset Management Group LLC | 48,764 | $2.13M | 0.01% | −1,862−3.7% | Reduced |
| Vontobel Holding Ltd. | 48,756 | $2.13M | 0.02% | +12,062+32.9% | Added |
| Harbour Investments, Inc. | 48,460 | $2.11M | 0.07% | +5,959+14.0% | Added |
| SeaCrest Wealth Management, LLC | 48,283 | $2.11M | 0.26% | −7,001−12.7% | Reduced |
| Simplicity Wealth,LLC | 48,272 | $2.11M | 0.05% | +48,272 | New |
| Proequities, Inc. | 47,174 | $2.10M | 0.14% | −454−1.0% | Reduced |
| HM Payson & Co | 48,152 | $2.10M | 0.04% | +5,522+13.0% | Added |
| Financial Sense Advisors, Inc. | 47,990 | $2.09M | 0.74% | −1,353−2.7% | Reduced |
| Rakuten Investment Management, Inc. | 47,941 | $2.09M | 0.02% | +43,563+995.0% | Added |
| Squarepoint Ops LLC | 47,824 | $2.09M | 0.01% | −645,105−93.1% | Reduced |
| Confluence Wealth Services, Inc. | 47,745 | $2.08M | 0.19% | +3,930+9.0% | Added |
| Cyndeo Wealth Partners, LLC | 47,435 | $2.07M | 0.17% | +38,092+407.7% | Added |
| Independent Financial Group, LLC | 47,258 | $2.06M | 0.09% | +2,155+4.8% | Added |
| Waters Parkerson & Co., LLC | 46,943 | $2.05M | 0.11% | +450+1.0% | Added |
| Prospera Financial Services Inc | 46,918 | $2.05M | 0.06% | −304−0.6% | Reduced |
| ProVise Management Group, LLC | 46,739 | $2.04M | 0.18% | −10,209−17.9% | Reduced |
| Deltec Asset Management LLC | 46,650 | $2.03M | 0.40% | −4,500−8.8% | Reduced |
| NewEdge Wealth, LLC | 46,191 | $2.03M | 0.05% | +5,225+12.8% | Added |
| Colony Group, LLC | 46,458 | $2.03M | 0.02% | +19,133+70.0% | Added |
| Edgar Lomax Co | 46,440 | $2.03M | 0.13% | −4,300−8.5% | Reduced |
| Edgestream Partners, L.P. | 46,322 | $2.02M | 0.10% | +18,450+66.2% | Added |
| Metis Global Partners, LLC | 46,012 | $2.01M | 0.07% | −1,403−3.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 45,772 | $2.00M | 0.01% | +322+0.7% | Added |
| Hartford Financial Management Inc. | 45,759 | $2.00M | 0.42% | −101−0.2% | Reduced |
| Simmons Bank | 45,315 | $1.98M | 0.15% | +1,607+3.7% | Added |
| Stonegate Investment Group, LLC | 44,992 | $1.96M | 0.06% | −1,371−3.0% | Reduced |
| Valeo Financial Advisors, LLC | 45,689 | $1.96M | 0.07% | +3,095+7.3% | Added |
| Ameritas Advisory Services, LLC | 44,533 | $1.95M | 0.08% | +8,036+22.0% | Added |
| Cary Street Partner Investment Advisory LLC | 44,585 | $1.94M | 0.08% | +10,998+32.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 44,566 | $1.94M | 0.04% | +1,448+3.4% | Added |
| NEOS Investment Management LLC | 44,382 | $1.94M | 0.12% | +19,311+77.0% | Added |
| Buckhead Capital Management LLC | 44,259 | $1.93M | 0.65% | +9,600+27.7% | Added |
| Private Trust Co NA | 43,913 | $1.92M | 0.21% | +3,078+7.5% | Added |
| Prosperitas Financial LLC | 43,833 | $1.91M | 1.23% | +8,365+23.6% | Added |
| Disciplined Equity Management, Inc. | 43,685 | $1.91M | 1.27% | +2,260+5.5% | Added |
| Personal Cfo Solutions, LLC | 43,453 | $1.90M | 0.30% | +17,289+66.1% | Added |
| Parallel Advisors, LLC | 43,394 | $1.89M | 0.05% | +8,117+23.0% | Added |
| Groupama Asset Managment | 19,175 | $1.88M | 0.03% | −84,609−81.5% | Reduced |
| Independence Bank of Kentucky | 42,989 | $1.88M | 0.56% | +325+0.8% | Added |
| Alley Investment Management Company, LLC | 42,949 | $1.87M | 0.26% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 41,939 | $1.87M | 0.05% | +31,443+299.6% | Added |
| Stratos Wealth Advisors, LLC | 42,837 | $1.87M | 0.11% | −63,570−59.7% | Reduced |
| Walleye Capital LLC | 42,569 | $1.86M | 0.02% | −180,475−80.9% | Reduced |
| Hayek Kallen Investment Management | 42,521 | $1.85M | 0.71% | +70.0% | Added |
| Westpac Banking Corp | 42,347 | $1.85M | 0.14% | +199+0.5% | Added |
| Perpetual Ltd | 42,347 | $1.85M | 0.02% | +199+0.5% | Added |
| Ceera Investments, LLC | 42,330 | $1.85M | 0.81% | +1,155+2.8% | Added |
| Empirical Finance, LLC | 42,265 | $1.84M | 0.11% | +2,150+5.4% | Added |
| Paradigm Financial Partners, LLC | 42,251 | $1.84M | 0.40% | +11,523+37.5% | Added |
| Beverly Hills Private Wealth, LLC | 42,238 | $1.84M | 0.43% | +1,252+3.1% | Added |
| Citadel Advisors LLC | 41,875 | $1.83M | 0.00% | −54,684−56.6% | Reduced |
| Cornerstone Wealth Management, LLC | 41,823 | $1.82M | 0.15% | +2,471+6.3% | Added |
| Trust Co of Vermont | 41,771 | $1.82M | 0.10% | +30,343+265.5% | Added |
| Doliver Advisors, LP | 41,685 | $1.82M | 0.51% | −3,650−8.1% | Reduced |
| Moors & Cabot, Inc. | 41,532 | $1.81M | 0.10% | +2,967+7.7% | Added |
| Green Square Capital Advisors LLC | 41,414 | $1.81M | 0.24% | +3,930+10.5% | Added |
| Howard Capital Management Group, LLC | 41,184 | $1.80M | 0.14% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 41,131 | $1.79M | 0.03% | −1,883−4.4% | Reduced |
| South State Corp. | 41,011 | $1.79M | 0.14% | −947−2.3% | Reduced |
| WSFS Capital Management, LLC | 41,010 | $1.79M | 0.10% | +768+1.9% | Added |
| Optimist Retirement Group LLC | 40,822 | $1.78M | 0.91% | +22,588+123.9% | Added |
| Pitcairn Co | 40,767 | $1.78M | 0.12% | −3,246−7.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 40,727 | $1.78M | 0.08% | +3,299+8.8% | Added |
| Fortune Financial Advisors, LLC | 40,604 | $1.77M | 1.12% | −238−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 40,142 | $1.75M | 0.05% | +6,009+17.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 40,136 | $1.75M | 0.06% | −1,760−4.2% | Reduced |
| Arkadios Wealth Advisors | 39,989 | $1.74M | 0.14% | +5,191+14.9% | Added |
| Tokio Marine Asset Management Co Ltd | 39,918 | $1.74M | 0.09% | +2,909+7.9% | Added |
| Amica Mutual Insurance Co | 39,899 | $1.74M | 0.18% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 39,879 | $1.74M | 0.77% | −1,936−4.6% | Reduced |
| Ellenbecker Investment Group | 39,818 | $1.74M | 0.36% | +445+1.1% | Added |