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 |
|---|---|---|---|---|---|
| Monograph Wealth Advisors, LLC | 27,429 | $1.22M | 0.18% | +27,429 | New |
| Daymark Wealth Partners, LLC | 27,994 | $1.22M | 0.07% | +3,888+16.1% | Added |
| Ausdal Financial Partners, Inc. | 27,819 | $1.21M | 0.14% | +619+2.3% | Added |
| Kathmere Capital Management, LLC | 27,708 | $1.21M | 0.14% | +6,288+29.4% | Added |
| Delta Capital Management LLC | 27,690 | $1.21M | 0.80% | −50−0.2% | Reduced |
| Applied Capital LLC | 27,505 | $1.20M | 0.98% | +621+2.3% | Added |
| Integrated Advisors Network LLC | 27,422 | $1.20M | 0.06% | +1,944+7.6% | Added |
| EFG Asset Management (Americas) Corp. | 27,338 | $1.19M | 0.36% | −16,831−38.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,317 | $1.19M | 0.01% | +21,746+390.3% | Added |
| XML Financial, LLC | 27,297 | $1.19M | 0.12% | −400−1.4% | Reduced |
| Geneos Wealth Management Inc. | 27,218 | $1.19M | 0.05% | +1,068+4.1% | Added |
| Infrastructure Capital Advisors, LLC | 27,115 | $1.18M | 0.16% | +386+1.4% | Added |
| Belpointe Asset Management LLC | 27,072 | $1.18M | 0.09% | −12,273−31.2% | Reduced |
| Keudell/Morrison Wealth Management | 26,964 | $1.18M | 0.36% | +1,570+6.2% | Added |
| Sonora Investment Management Group, LLC | 26,955 | $1.18M | 0.09% | −2,149−7.4% | Reduced |
| Greenfield Savings Bank | 26,926 | $1.17M | 0.62% | −225−0.8% | Reduced |
| Whitener Capital Management, Inc. | 26,920 | $1.17M | 0.38% | +6,809+33.9% | Added |
| Berkeley Capital Partners, LLC | 26,801 | $1.17M | 0.36% | +4,679+21.2% | Added |
| Atom Investors LP | 26,764 | $1.17M | 0.15% | +26,764 | New |
| Keynote Financial Services LLC | 26,374 | $1.15M | 0.97% | +26,374 | New |
| Traynor Capital Management, Inc. | 26,292 | $1.15M | 0.11% | +832+3.3% | Added |
| GoalVest Advisory LLC | 26,216 | $1.14M | 0.38% | +2,376+10.0% | Added |
| Focused Wealth Management, Inc | 26,204 | $1.14M | 0.18% | +408+1.6% | Added |
| Leavell Investment Management, Inc. | 25,604 | $1.14M | 0.07% | −1,218−4.5% | Reduced |
| Narwhal Capital Management | 26,075 | $1.14M | 0.11% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 26,059 | $1.14M | 0.85% | −535−2.0% | Reduced |
| Flagship Harbor Advisors, LLC | 25,920 | $1.13M | 0.07% | −1,242−4.6% | Reduced |
| Signaturefd, LLC | 25,811 | $1.13M | 0.02% | +2,896+12.6% | Added |
| Private Portfolio Partners LLC | 25,728 | $1.12M | 0.23% | −7,305−22.1% | Reduced |
| Berkshire Asset Management LLC | 25,728 | $1.12M | 0.06% | −2,304−8.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 25,495 | $1.11M | 0.71% | −40.0% | Reduced |
| Radnor Capital Management, LLC | 25,347 | $1.11M | 0.19% | −952−3.6% | Reduced |
| Capital CS Group, LLC | 25,350 | $1.11M | 1.11% | +127+0.5% | Added |
| Quilter Plc | 25,295 | $1.10M | 0.03% | −254−1.0% | Reduced |
| Logan Capital Management Inc | 25,219 | $1.10M | 0.05% | 00.0% | Unchanged |
| Park National Corp | 25,181 | $1.10M | 0.04% | −2,931−10.4% | Reduced |
| Coho Partners, Ltd. | 25,159 | $1.10M | 0.03% | −31,300−55.4% | Reduced |
| Close Asset Management Ltd | 25,044 | $1.09M | 0.04% | 00.0% | Unchanged |
| Ally Financial Inc. | 25,000 | $1.09M | 0.15% | −65,000−72.2% | Reduced |
| Meeder Advisory Services, Inc. | 24,997 | $1.09M | 0.11% | +406+1.7% | Added |
| Madden Securities Corp | 24,907 | $1.09M | 0.50% | +2,300+10.2% | Added |
| Burns J W & Co Inc | 24,856 | $1.08M | 0.15% | −1,426−5.4% | Reduced |
| Lakeview Capital Partners, LLC | 24,847 | $1.08M | 0.18% | +90.0% | Added |
| First Horizon Advisors, Inc. | 24,758 | $1.08M | 0.03% | −3,530−12.5% | Reduced |
| First Hawaiian Bank | 24,716 | $1.08M | 0.03% | −759−3.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 24,547 | $1.07M | 0.26% | +2,058+9.2% | Added |
| Farther Finance Advisors, LLC | 24,748 | $1.07M | 0.07% | +5,542+28.9% | Added |
| Pearl River Capital, LLC | 24,368 | $1.06M | 0.17% | −10,661−30.4% | Reduced |
| Harbor Capital Advisors, Inc. | 24,297 | $1.06M | 0.14% | −2,534−9.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 24,246 | $1.06M | 0.25% | +354+1.5% | Added |
| HBK Sorce Advisory LLC | 24,189 | $1.06M | 0.04% | +1,293+5.6% | Added |
| Silverlake Wealth Management LLC | 24,107 | $1.05M | 0.54% | +2,304+10.6% | Added |
| Institutional & Family Asset Management, LLC | 24,085 | $1.05M | 0.17% | +61+0.3% | Added |
| Mission Wealth Management, LP | 24,063 | $1.05M | 0.03% | −14,939−38.3% | Reduced |
| Bradley Foster & Sargent Inc | 24,001 | $1.05M | 0.02% | +91+0.4% | Added |
| Bramshill Investments, LLC | 23,949 | $1.04M | 0.12% | −651−2.6% | Reduced |
| Wedbush Securities Inc | 23,943 | $1.04M | 0.04% | −1,890−7.3% | Reduced |
| Mill Capital Management, LLC | 23,886 | $1.04M | 0.09% | −3,300−12.1% | Reduced |
| Fiduciary Trust Co | 23,885 | $1.04M | 0.02% | +2,225+10.3% | Added |
| Certified Advisory Corp | 23,866 | $1.04M | 0.15% | −854−3.5% | Reduced |
| Crestwood Advisors Group LLC | 23,625 | $1.03M | 0.02% | +576+2.5% | Added |
| Shoker Investment Counsel, Inc. | 23,805 | $1.03M | 0.37% | −2,278−8.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 25,290 | $1.02M | 0.39% | −8,027−24.1% | Reduced |
| Ignite Planners, LLC | 23,566 | $1.02M | 0.29% | −4,251−15.3% | Reduced |
| Alpha Cubed Investments, LLC | 23,335 | $1.02M | 0.05% | −780−3.2% | Reduced |
| Capula Management Ltd | 23,120 | $1.01M | 0.03% | +1,308+6.0% | Added |
| CAPROCK Group, Inc. | 22,607 | $1.01M | 0.06% | +1,653+7.9% | Added |
| Sumitomo Life Insurance Co | 23,068 | $1.01M | 0.03% | −1,015−4.2% | Reduced |
| Rehmann Capital Advisory Group | 23,003 | $1.00M | 0.07% | −189−0.8% | Reduced |
| Modera Wealth Management, LLC | 22,944 | $1.00M | 0.02% | −1,723−7.0% | Reduced |
| Griffin Asset Management, Inc. | 22,918 | $999.7K | 0.12% | +2,667+13.2% | Added |
| Clear Creek Financial Management, LLC | 22,684 | $989.6K | 0.13% | +13,161+138.2% | Added |
| Winton Group Ltd | 22,678 | $989.2K | 0.07% | +22,678 | New |
| Morningstar Investment Management LLC | 22,595 | $986.0K | 0.11% | 00.0% | Unchanged |
| United Advisor Group, LLC | 22,560 | $984.1K | 0.37% | +22,560 | New |
| Imprint Wealth LLC | 22,621 | $977.7K | 0.24% | +5,077+28.9% | Added |
| Burford Brothers, Inc. | 22,326 | $973.9K | 0.64% | −259−1.1% | Reduced |
| Jacobi Capital Management LLC | 22,156 | $966.5K | 0.09% | +987+4.7% | Added |
| Leisure Capital Management | 22,109 | $964.4K | 0.48% | −24−0.1% | Reduced |
| Rothschild Investment LLC | 22,000 | $959.6K | 0.07% | −117−0.5% | Reduced |
| One Capital Management, LLC | 21,990 | $959.2K | 0.03% | −300−1.3% | Reduced |
| Paragon Financial Partners, Inc. | 21,978 | $958.7K | 0.79% | +10,520+91.8% | Added |
| Key Client Fiduciary Advisors, LLC | 21,968 | $958.2K | 0.51% | +1,327+6.4% | Added |
| FRG Family Wealth Advisors LLC | 21,867 | $958.0K | 0.19% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 21,952 | $957.5K | 0.11% | +12,507+132.4% | Added |
| Jamison Private Wealth Management, Inc. | 21,874 | $954.2K | 0.16% | +3,403+18.4% | Added |
| Capital Fund Management S.A. | 21,692 | $946.2K | 0.01% | −927,994−97.7% | Reduced |
| ICW Investment Advisors LLC | 21,688 | $946.0K | 0.42% | −1,018−4.5% | Reduced |
| Charter Research & Investment Group, Inc. | 21,667 | $945.1K | 0.75% | 00.0% | Unchanged |
| ETF Store, Inc. | 21,655 | $944.6K | 0.54% | +15+0.1% | Added |
| Financial Counselors Inc | 21,520 | $938.7K | 0.02% | −10,051−31.8% | Reduced |
| Welch & Forbes LLC | 21,493 | $937.5K | 0.01% | −1,622−7.0% | Reduced |
| Sandy Spring Bank | 21,443 | $936.5K | 0.04% | −3,866−15.3% | Reduced |
| Crawford Investment Counsel Inc | 21,417 | $934.2K | 0.02% | −8,611−28.7% | Reduced |
| Quadrature Capital Ltd | 21,372 | $932.2K | 0.02% | +21,372 | New |
| Smith, Moore & Co. | 21,358 | $931.7K | 0.10% | +1,470+7.4% | Added |
| Dudley Capital Management, LLC | 21,518 | $930.0K | 0.54% | −9,942−31.6% | Reduced |
| HCR Wealth Advisors | 21,238 | $926.4K | 0.14% | +128+0.6% | Added |
| Verition Fund Management LLC | 21,085 | $919.7K | 0.01% | −49,230−70.0% | Reduced |
| Dodge & Cox | 21,000 | $916.0K | 0.00% | 00.0% | Unchanged |