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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 39,723 | $1.73M | 0.06% | +16,662+72.3% | Added |
| Horizon Kinetics Asset Management LLC | 39,306 | $1.71M | 0.03% | −50−0.1% | Reduced |
| Public Sector Pension Investment Board | 39,177 | $1.71M | 0.01% | −1,200−3.0% | Reduced |
| Stolper Co | 39,039 | $1.70M | 0.61% | +5,174+15.3% | Added |
| Aviance Capital Partners, LLC | 38,896 | $1.70M | 0.25% | +1,386+3.7% | Added |
| Welch Group, LLC | 38,886 | $1.70M | 0.08% | +43+0.1% | Added |
| Affinity Investment Advisors, LLC | 38,727 | $1.69M | 1.23% | +2,652+7.4% | Added |
| Fisher Asset Management, LLC | 38,659 | $1.69M | 0.00% | −5,261−12.0% | Reduced |
| J.W. Cole Advisors, Inc. | 38,500 | $1.68M | 0.08% | −2,396−5.9% | Reduced |
| Csenge Advisory Group | 38,378 | $1.67M | 0.09% | +709+1.9% | Added |
| Steel Peak Wealth Management LLC | 37,514 | $1.67M | 0.09% | +12,005+47.1% | Added |
| FNY Investment Advisers, LLC | 38,300 | $1.67M | 1.09% | +11,886+45.0% | Added |
| Sound View Wealth Advisors Group, LLC | 38,076 | $1.66M | 0.18% | −39,191−50.7% | Reduced |
| Washington Trust Bank | 37,683 | $1.64M | 0.16% | +358+1.0% | Added |
| EP Wealth Advisors, LLC | 37,277 | $1.63M | 0.02% | +3,151+9.2% | Added |
| Investors Asset Management of Georgia Inc | 37,236 | $1.62M | 0.76% | −1,150−3.0% | Reduced |
| Essex Financial Services, Inc. | 37,206 | $1.62M | 0.15% | +574+1.6% | Added |
| Ferguson Wellman Capital Management, Inc | 37,186 | $1.62M | 0.03% | −11,586−23.8% | Reduced |
| Wesbanco Bank Inc | 36,980 | $1.61M | 0.06% | +12,040+48.3% | Added |
| Prime Capital Investment Advisors, LLC | 36,807 | $1.61M | 0.02% | −3,267−8.2% | Reduced |
| Hohimer Wealth Management, LLC | 36,790 | $1.60M | 0.38% | +143+0.4% | Added |
| TrimTabs Asset Management, LLC | 36,720 | $1.60M | 0.40% | +5,543+17.8% | Added |
| Bluefin Capital Management, LLC | 36,637 | $1.60M | 0.26% | +36,637 | New |
| TCW Group Inc | 36,500 | $1.59M | 0.02% | −4,110−10.1% | Reduced |
| Colonial River Wealth Management, LLC | 36,460 | $1.59M | 0.90% | +226+0.6% | Added |
| IHT Wealth Management, LLC | 36,338 | $1.59M | 0.06% | +1,979+5.8% | Added |
| FineMark National Bank & Trust | 36,300 | $1.58M | 0.06% | +394+1.1% | Added |
| SageView Advisory Group, LLC | 36,231 | $1.58M | 0.09% | −3,039−7.7% | Reduced |
| Weinberger Asset Management, Inc | 35,997 | $1.57M | 0.76% | −229−0.6% | Reduced |
| Central Pacific Bank - Trust Division | 36,223 | $1.57M | 0.19% | +36,223 | New |
| Paradigm Asset Management Co LLC | 35,800 | $1.56M | 0.40% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 35,632 | $1.55M | 0.04% | −2,151−5.7% | Reduced |
| RSM US Wealth Management LLC | 35,625 | $1.55M | 0.04% | −5,511−13.4% | Reduced |
| Balentine LLC | 35,587 | $1.55M | 0.05% | +12,069+51.3% | Added |
| Warren Averett Asset Management, LLC | 35,443 | $1.55M | 0.04% | +17,499+97.5% | Added |
| Northeast Financial Consultants Inc | 35,287 | $1.54M | 0.08% | −525−1.5% | Reduced |
| Range Financial Group LLC | 35,148 | $1.53M | 0.80% | +4,479+14.6% | Added |
| Salem Investment Counselors Inc | 34,286 | $1.53M | 0.05% | −8,528−19.9% | Reduced |
| Poehling Capital Management, LLC | 34,454 | $1.50M | 0.40% | −96−0.3% | Reduced |
| CMG Global Holdings, LLC | 34,237 | $1.49M | 1.03% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 33,869 | $1.48M | 0.13% | −193,843−85.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 33,842 | $1.48M | 0.08% | +1,432+4.4% | Added |
| Next Level Private LLC | 33,803 | $1.47M | 0.68% | +284+0.8% | Added |
| Lazari Capital Management, Inc. | 33,787 | $1.47M | 0.80% | −1,633−4.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 33,619 | $1.47M | 0.11% | +19,158+132.5% | Added |
| Fulton Bank, N.A. | 33,569 | $1.46M | 0.06% | −4,955−12.9% | Reduced |
| Greenleaf Trust | 33,474 | $1.46M | 0.01% | +278+0.8% | Added |
| Wealthspire Advisors, LLC | 33,387 | $1.46M | 0.02% | −2,637−7.3% | Reduced |
| WP Advisors, LLC | 33,263 | $1.45M | 0.48% | +4,111+14.1% | Added |
| King Luther Capital Management Corp | 32,920 | $1.44M | 0.01% | +209+0.6% | Added |
| Shell Asset Management Co | 31,506 | $1.44M | 0.07% | −26,947−46.1% | Reduced |
| Means Investment Co., Inc. | 32,757 | $1.43M | 0.18% | −2,236−6.4% | Reduced |
| Jump Financial, LLC | 32,723 | $1.43M | 0.04% | +32,723 | New |
| Veriti Management LLC | 32,685 | $1.43M | 0.11% | +11,779+56.3% | Added |
| Kavar Capital Partners Group, LLC | 32,637 | $1.42M | 0.26% | −29,137−47.2% | Reduced |
| Bleakley Financial Group, LLC | 32,591 | $1.42M | 0.04% | +95+0.3% | Added |
| GM Advisory Group, Inc. | 32,551 | $1.42M | 0.10% | −5,775−15.1% | Reduced |
| Cullinan Associates Inc | 32,377 | $1.41M | 0.08% | −5,034−13.5% | Reduced |
| Icon Wealth Advisors, LLC | 32,317 | $1.41M | 0.13% | +22,731+237.1% | Added |
| Sequoia Financial Advisors, LLC | 32,163 | $1.40M | 0.02% | −1,431−4.3% | Reduced |
| Caldwell Trust Co | 32,063 | $1.40M | 0.16% | −658−2.0% | Reduced |
| First City Capital Management, Inc. | 31,986 | $1.40M | 0.77% | −662−2.0% | Reduced |
| Botty Investors LLC | 31,267 | $1.39M | 0.58% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 97,746 | $1.39M | 0.15% | −450.0% | Reduced |
| Moloney Securities Asset Management, LLC | 31,582 | $1.38M | 0.21% | +323+1.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 31,245 | $1.36M | 0.06% | +5,710+22.4% | Added |
| Valicenti Advisory Services Inc | 31,196 | $1.36M | 0.38% | +290+0.9% | Added |
| CSS LLC | 31,200 | $1.36M | 0.11% | −8,000−20.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 31,164 | $1.36M | 0.22% | +2,319+8.0% | Added |
| Brandywine Trust Co | 30,814 | $1.34M | 0.23% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 30,809 | $1.34M | 0.30% | +236+0.8% | Added |
| Horizon Investments, LLC | 30,520 | $1.33M | 0.03% | −29−0.1% | Reduced |
| Exencial Wealth Advisors, LLC | 30,477 | $1.33M | 0.05% | −3,130−9.3% | Reduced |
| Delta Financial Group, Inc. | 30,373 | $1.32M | 0.39% | +1,165+4.0% | Added |
| Kowal Investment Group, LLC | 30,349 | $1.32M | 0.29% | +3,621+13.5% | Added |
| Marino, Stram & Associates LLC | 30,347 | $1.32M | 0.31% | −2,148−6.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 30,341 | $1.32M | 0.63% | +1,415+4.9% | Added |
| Vista Investment Partners LLC | 29,891 | $1.30M | 0.45% | −14,571−32.8% | Reduced |
| Boston Private Wealth LLC | 29,808 | $1.30M | 0.03% | −4,169−12.3% | Reduced |
| Boothbay Fund Management, LLC | 29,752 | $1.30M | 0.04% | −18,224−38.0% | Reduced |
| Bollard Group LLC | 29,716 | $1.30M | 0.04% | +3,044+11.4% | Added |
| North Star Asset Management Inc | 29,707 | $1.30M | 0.06% | +425+1.5% | Added |
| Axq Capital, LP | 29,700 | $1.30M | 0.31% | +9,700+48.5% | Added |
| HF Advisory Group, LLC | 29,653 | $1.29M | 0.72% | +1,737+6.2% | Added |
| Buckingham Strategic Partners | 29,643 | $1.29M | 0.04% | +23,505+382.9% | Added |
| InterOcean Capital Group, LLC | 29,272 | $1.28M | 0.03% | +7,441+34.1% | Added |
| First Foundation Advisors | 29,199 | $1.27M | 0.05% | −1,404−4.6% | Reduced |
| Lynch & Associates | 29,149 | $1.27M | 0.29% | −2,090−6.7% | Reduced |
| Western Wealth Management, LLC | 29,137 | $1.27M | 0.10% | −7,364−20.2% | Reduced |
| IFP Advisors, Inc | 29,043 | $1.27M | 0.06% | −34,928−54.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 28,809 | $1.26M | 0.06% | −1,800−5.9% | Reduced |
| Investment Management Corp of Ontario | 28,596 | $1.25M | 0.04% | −12,800−30.9% | Reduced |
| Spire Wealth Management | 28,547 | $1.25M | 0.03% | −735−2.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 28,422 | $1.24M | 0.01% | −27,903−49.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 28,313 | $1.24M | 0.09% | −61,618−68.5% | Reduced |
| Ziegler Capital Management, LLC | 28,622 | $1.23M | 0.05% | −878−3.0% | Reduced |
| Thrive Capital Management, LLC | 28,272 | $1.23M | 0.66% | +28,272 | New |
| Perigon Wealth Management, LLC | 28,154 | $1.23M | 0.04% | +4,097+17.0% | Added |
| Spreng Capital Management, Inc. | 28,147 | $1.23M | 0.66% | −5,041−15.2% | Reduced |
| Wetherby Asset Management Inc | 28,072 | $1.22M | 0.06% | −4,367−13.5% | Reduced |