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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 20,895 | $911.4K | 0.21% | 00.0% | Unchanged |
| Excalibur Management Corp | 20,863 | $910.0K | 0.39% | −24−0.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 20,767 | $905.9K | 0.09% | −190−0.9% | Reduced |
| Semmax Financial Advisors Inc. | 20,041 | $902.7K | 0.30% | −1,277−6.0% | Reduced |
| Moody National Bank Trust Division | 20,633 | $900.0K | 0.07% | −214−1.0% | Reduced |
| Profund Advisors LLC | 20,549 | $896.3K | 0.03% | −3,744−15.4% | Reduced |
| Duff & Phelps Investment Management Co | 20,431 | $891.2K | 0.01% | +779+4.0% | Added |
| BancorpSouth Bank | 20,374 | $888.7K | 0.06% | −867−4.1% | Reduced |
| Brighton Jones LLC | 20,321 | $886.4K | 0.03% | −391−1.9% | Reduced |
| Inscription Capital, LLC | 20,313 | $886.0K | 0.15% | +9,487+87.6% | Added |
| Center For Asset Management LLC | 20,303 | $885.6K | 0.72% | +463+2.3% | Added |
| Cidel Asset Management Inc | 20,231 | $882.5K | 0.07% | +878+4.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 19,764 | $881.9K | 0.06% | −2,777−12.3% | Reduced |
| Sentry Investment Management LLC | 20,207 | $881.0K | 0.34% | 00.0% | Unchanged |
| Clarity Financial LLC | 20,168 | $879.7K | 0.14% | −939−4.4% | Reduced |
| Gray Wealth Management Inc. | 20,024 | $873.5K | 0.39% | −794−3.8% | Reduced |
| Rossmore Private Capital | 20,004 | $872.6K | 0.11% | −520−2.5% | Reduced |
| Timelo Investment Management Inc. | 20,000 | $872.4K | 1.35% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 19,880 | $867.2K | 0.03% | −1,512−7.1% | Reduced |
| First Nebraska Trust Co | 19,861 | $866.3K | 0.09% | −269−1.3% | Reduced |
| WFA Asset Management Corp | 19,830 | $865.0K | 0.45% | +3,518+21.6% | Added |
| Viewpoint Capital Management LLC | 19,677 | $858.3K | 0.55% | −326−1.6% | Reduced |
| Hoylecohen, LLC | 19,673 | $858.2K | 0.07% | −23−0.1% | Reduced |
| Hexagon Capital Partners LLC | 19,655 | $857.4K | 0.19% | +4,140+26.7% | Added |
| AdvisorNet Financial, Inc | 19,577 | $853.9K | 0.08% | −5,849−23.0% | Reduced |
| Legacy Capital Group California, Inc. | 19,575 | $853.9K | 0.32% | −650−3.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 19,661 | $852.9K | 0.15% | +4,416+29.0% | Added |
| Exeter Financial, LLC | 20,419 | $848.0K | 0.39% | +5,295+35.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 18,944 | $845.4K | 0.02% | −749−3.8% | Reduced |
| Koshinski Asset Management, Inc. | 19,374 | $845.1K | 0.09% | −9,088−31.9% | Reduced |
| Machina Capital S.A.S. | 19,354 | $844.2K | 0.44% | −13,240−40.6% | Reduced |
| My Legacy Advisors, LLC | 19,328 | $843.1K | 0.28% | +2,720+16.4% | Added |
| American Century Companies Inc | 19,294 | $841.6K | 0.00% | −1,254−6.1% | Reduced |
| Taylor Hoffman Wealth Management | 19,278 | $840.9K | 0.36% | −160−0.8% | Reduced |
| First Trust Investment Solutions L.P. | 19,207 | $837.8K | 0.15% | +387+2.1% | Added |
| World Equity Group, Inc. | 19,202 | $837.6K | 0.17% | −12,716−39.8% | Reduced |
| Focus Financial Network, Inc. | 20,197 | $834.1K | 0.04% | +20,197 | New |
| Beacon Financial Advisory LLC | 19,097 | $833.0K | 0.41% | +3,390+21.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 19,092 | $832.8K | 0.02% | +1,253+7.0% | Added |
| Vise Technologies, Inc. | 19,076 | $832.1K | 0.16% | +5,327+38.7% | Added |
| Ameritas Investment Partners, Inc. | 19,075 | $832.1K | 0.03% | −579−2.9% | Reduced |
| NBC Securities, Inc. | 19,076 | $832.0K | 0.08% | −1,408−6.9% | Reduced |
| Spears Abacus Advisors LLC | 18,835 | $821.6K | 0.02% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 18,819 | $821.0K | 0.06% | −270−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 18,805 | $820.3K | 0.06% | −904−4.6% | Reduced |
| Mitchell Sinkler & Starr | 18,802 | $820.1K | 0.21% | −2,676−12.5% | Reduced |
| ICA Group Wealth Management, LLC | 18,793 | $819.7K | 0.16% | +5,463+41.0% | Added |
| Grove Bank & Trust | 18,786 | $819.4K | 0.14% | −786−4.0% | Reduced |
| Cigna Investments Inc | 18,778 | $819.0K | 0.16% | −204−1.1% | Reduced |
| Chelsea Counsel Co | 18,330 | $817.5K | 0.46% | −8,320−31.2% | Reduced |
| WealthCare Investment Partners, LLC | 18,713 | $816.2K | 0.39% | +144+0.8% | Added |
| Klingenstein Fields & Co LP | 18,602 | $811.4K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 18,181 | $810.8K | 0.03% | +9,029+98.7% | Added |
| Independent Wealth Network Inc. | 18,550 | $809.1K | 0.38% | +637+3.6% | Added |
| Widmann Financial Services, Inc. | 18,540 | $808.7K | 0.68% | −188−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,080 | $806.4K | 0.01% | −22−0.1% | Reduced |
| Intrua Financial, LLC | 18,395 | $802.4K | 0.12% | +9,121+98.4% | Added |
| Zhang Financial LLC | 18,395 | $802.4K | 0.06% | +100+0.5% | Added |
| Philadelphia Trust Co | 18,321 | $799.0K | 0.06% | +817+4.7% | Added |
| Bill Few Associates, Inc. | 18,227 | $795.1K | 0.32% | +5,110+39.0% | Added |
| Chapin Davis, Inc. | 18,034 | $786.6K | 0.29% | +465+2.6% | Added |
| WealthPLAN Partners, LLC | 17,991 | $784.8K | 0.08% | −4,939−21.5% | Reduced |
| KLCM Advisors, Inc. | 17,932 | $782.2K | 0.10% | −104−0.6% | Reduced |
| Forte Capital LLC | 17,844 | $778.4K | 0.10% | −445−2.4% | Reduced |
| Prosperity Consulting Group, LLC | 17,779 | $775.5K | 0.10% | +7,494+72.9% | Added |
| X-Square Capital, LLC | 17,723 | $775.0K | 0.37% | −18,682−51.3% | Reduced |
| Richard W. Paul & Associates, LLC | 17,758 | $774.6K | 0.31% | +1,713+10.7% | Added |
| Retirement Guys Formula LLC | 17,708 | $772.4K | 0.38% | +4,706+36.2% | Added |
| Kanawha Capital Management LLC | 17,689 | $771.6K | 0.06% | −448−2.5% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $768.1K | 0.16% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17,533 | $764.8K | 0.05% | −358−2.0% | Reduced |
| Coastwise Capital Group, LLC | 17,352 | $756.9K | 0.70% | +57+0.3% | Added |
| Intrust Bank NA | 17,206 | $750.5K | 0.08% | −2,774−13.9% | Reduced |
| Godsey & Gibb Associates | 17,141 | $747.7K | 0.08% | −526−3.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 17,109 | $746.3K | 0.31% | +177+1.0% | Added |
| CoreFirst Bank & Trust | 17,097 | $745.8K | 0.47% | −980−5.4% | Reduced |
| Cortland Associates Inc | 17,080 | $745.0K | 0.10% | +98+0.6% | Added |
| Moneta Group Investment Advisors LLC | 17,062 | $744.2K | 0.01% | −4,729−21.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 17,049 | $743.7K | 0.02% | +381+2.3% | Added |
| Capital Advisors Inc | 17,002 | $741.6K | 0.02% | +787+4.9% | Added |
| Williams Jones Wealth Management, LLC. | 16,949 | $739.3K | 0.01% | −1,126−6.2% | Reduced |
| Lloyd Advisory Services, LLC. | 16,860 | $735.5K | 0.16% | +6,849+68.4% | Added |
| Woodward Diversified Capital, LLC | 16,834 | $734.3K | 0.46% | +835+5.2% | Added |
| Insigneo Advisory Services, LLC | 16,447 | $733.9K | 0.09% | +911+5.9% | Added |
| Everett Harris & Co | 16,800 | $732.8K | 0.01% | +966+6.1% | Added |
| Walker Asset Management, LLC | 16,792 | $732.5K | 0.48% | +114+0.7% | Added |
| Moody Lynn & Lieberson, LLC | 16,787 | $732.2K | 0.05% | −122−0.7% | Reduced |
| Straight Path Wealth Management | 16,694 | $728.2K | 0.41% | +1,294+8.4% | Added |
| Ethic Inc. | 16,641 | $725.9K | 0.02% | +5,572+50.3% | Added |
| Ancora Advisors, LLC | 16,580 | $723.2K | 0.02% | −356−2.1% | Reduced |
| American Financial & Tax Strategies Inc | 16,447 | $717.4K | 0.39% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 16,442 | $717.0K | 0.05% | −1,359−7.6% | Reduced |
| Impact Partnership Wealth, LLC | 16,229 | $707.9K | 0.28% | −1,936−10.7% | Reduced |
| Allegheny Financial Group LTD | 16,204 | $706.8K | 0.22% | +138+0.9% | Added |
| MTM Investment Management, LLC | 16,190 | $706.2K | 0.29% | +9+0.1% | Added |
| DRW Securities, LLC | 16,200 | $705.4K | 0.04% | +16,200 | New |
| Plimoth Trust Co LLC | 16,170 | $705.3K | 0.19% | −650−3.9% | Reduced |
| BluePath Capital Management, LLC | 16,113 | $702.9K | 0.54% | +1,726+12.0% | Added |
| Westbourne Investment Advisors, Inc. | 16,099 | $702.0K | 0.26% | 00.0% | Unchanged |
| Bath Savings Trust Co | 16,086 | $701.7K | 0.07% | −3,628−18.4% | Reduced |