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 2022
Institutional positions in Altria Group, Inc. as of Mar 31, 2022. 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
- 1,920
- +91 vs. Q4 2021
- Shares held
- 1.07B
- +2.20M (+0.2%) vs. Q4 2021
- Total value
- $56.2B
- +$5.38B (+10.6%) vs. Q4 2021
- New holders
- 191
- 766 more added
- Sold out
- 100
- 678 more reduced
23 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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 2022
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clean Yield Group | 1 | $0 | 0.00% | −100−99.0% | Reduced |
| Old North State Trust, LLC | 6 | $308 | 0.25% | −5,883−99.9% | Reduced |
| Advocacy Wealth Management Services, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Laffer Tengler Investments | 32 | $1.69K | 0.00% | +1+3.2% | Added |
| HBC Financial Services, PLLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 60 | $3.19K | 0.00% | +60 | New |
| Tucker Asset Management LLC | 70 | $3.66K | 0.00% | −125−64.1% | Reduced |
| Dark Forest Capital Management LP | 83 | $4.00K | 0.00% | −67−44.7% | Reduced |
| HighMark Wealth Management LLC | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 77 | $4.00K | 0.00% | +77 | New |
| CFS Investment Advisory Services, LLC | 194,997 | $4.00K | 0.02% | +194,997 | New |
| Lansing Street Advisors | 83 | $4.00K | 0.00% | +83 | New |
| Castleview Partners, LLC | 102 | $5.00K | 0.00% | −1,344,365−100.0% | Reduced |
| Mach-1 Financial Group, Inc. | 100 | $5.00K | 0.00% | −40−28.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 98 | $5.00K | 0.00% | +98 | New |
| Gs Investments, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 107 | $6.00K | 0.00% | +107 | New |
| Rise Advisors, LLC | 126 | $7.00K | 0.01% | +3+2.4% | Added |
| Raffa Wealth Management, LLC | 150 | $7.84K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 167 | $9.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 164 | $9.00K | 0.01% | +3+1.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 190 | $10.0K | 0.01% | −570−75.0% | Reduced |
| First Personal Financial Services | 191 | $10.0K | 0.00% | −11−5.4% | Reduced |
| Simon Quick Advisors, LLC | 183 | $10.0K | 0.00% | −19−9.4% | Reduced |
| Interactive Financial Advisors | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 212 | $11.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 227 | $11.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 234 | $12.0K | 0.02% | −10,410−97.8% | Reduced |
| Carolina Wealth Advisors, LLC | 225 | $12.0K | 0.01% | −1,100−83.0% | Reduced |
| JNBA Financial Advisors | 225 | $12.0K | 0.00% | −408−64.5% | Reduced |
| Maryland Capital Advisors Inc. | 226 | $12.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 232 | $12.0K | 0.01% | +183+373.5% | Added |
| Front Row Advisors LLC | 245 | $13.0K | 0.01% | +15+6.5% | Added |
| US Asset Management LLC | 250 | $13.0K | 0.01% | +250 | New |
| Fairfield Financial Advisors, LTD | 275 | $14.4K | 0.01% | +275 | New |
| Bivin & Associates, Inc. | 286 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 292 | $15.0K | 0.00% | +292 | New |
| Goodwin Investment Advisory | 283 | $15.0K | 0.01% | +283 | New |
| Perkins Coie Trust Co | 308 | $16.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 308 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 305 | $16.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $16.0K | 0.00% | +205+215.8% | Added |
| Lumature Wealth Partners, LLC | 350 | $18.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 355 | $19.0K | 0.01% | −194−35.3% | Reduced |
| NVWM, LLC | 364 | $19.0K | 0.01% | −36−9.0% | Reduced |
| Blume Capital Management, Inc. | 357 | $19.0K | 0.01% | +357 | New |
| Mark Sheptoff Financial Planning, LLC | 391 | $20.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 397 | $20.7K | 0.00% | +201+102.6% | Added |
| Core Alternative Capital | 400 | $21.0K | 0.01% | −109−21.4% | Reduced |
| Founders Capital Management | 439 | $21.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 400 | $21.0K | 0.01% | +100+33.3% | Added |
| Spectrum Management Group, LLC | 416 | $22.0K | 0.00% | +416 | New |
| Brown, Lisle/Cummings, Inc. | 425 | $22.2K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 434 | $23.0K | 0.00% | −69,798−99.4% | Reduced |
| Freedman Financial Associates, Inc. | 455 | $24.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 475 | $25.0K | 0.00% | −30−5.9% | Reduced |
| Asset Dedication, LLC | 471 | $25.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 486 | $25.0K | 0.00% | +486 | New |
| Alaethes Wealth LLC | 500 | $26.0K | 0.02% | −35−6.5% | Reduced |
| IAG Wealth Partners, LLC | 492 | $26.0K | 0.01% | +7+1.4% | Added |
| Halpern Financial, Inc. | 500 | $26.1K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 525 | $27.0K | 0.01% | +10+1.9% | Added |
| Bromfield Sneider Wealth Advisors | 519 | $27.0K | 0.03% | +519 | New |
| Pacifica Partners Inc. | 533 | $28.0K | 0.02% | +86+19.2% | Added |
| Karlinski Andrew C | 555 | $29.0K | 0.05% | +49+9.7% | Added |
| Ulland Investment Advisors, LLC | 557 | $29.0K | 0.02% | +65+13.2% | Added |
| PSI Advisors, LLC | 595 | $31.0K | 0.01% | −56−8.6% | Reduced |
| Providence Capital Advisors, LLC | 587 | $31.0K | 0.01% | +3+0.5% | Added |
| Professional Financial Advisors, LLC | 588 | $31.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 587 | $31.0K | 0.02% | +435+286.2% | Added |
| Reitz Capital Advisors LLC | 600 | $31.0K | 0.02% | +600 | New |
| McIlrath & Eck, LLC | 616 | $32.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 634 | $33.0K | 0.01% | +170+36.6% | Added |
| United Community Bank | 632 | $33.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 642 | $34.0K | 0.01% | −320−33.3% | Reduced |
| Bray Capital Advisors | 695 | $36.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 696 | $36.0K | 0.02% | +6+0.9% | Added |
| Okabena Investment Services Inc | 684 | $36.0K | 0.02% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 700 | $36.6K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 701 | $37.0K | 0.02% | +56+8.7% | Added |
| Tilia Fiduciary Partners, Inc. | 732 | $38.0K | 0.03% | +5+0.7% | Added |
| Mizuho Securities Co. Ltd. | 725 | $38.0K | 0.01% | +602+489.4% | Added |