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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 19,518 | $1.02M | 0.32% | −246−1.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 19,715 | $1.03M | 0.62% | −455−2.3% | Reduced |
| Royal Fund Management, LLC | 19,731 | $1.03M | 0.15% | +1,061+5.7% | Added |
| West Chester Capital Advisors, Inc | 19,757 | $1.03M | 0.75% | +218+1.1% | Added |
| Woodward Diversified Capital, LLC | 19,750 | $1.03M | 0.67% | +889+4.7% | Added |
| Bath Savings Trust Co | 19,770 | $1.03M | 0.12% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 19,785 | $1.03M | 0.20% | −83−0.4% | Reduced |
| Duff & Phelps Investment Management Co | 19,804 | $1.03M | 0.01% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 19,813 | $1.03M | 0.36% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 19,840 | $1.04M | 0.07% | +19,840 | New |
| Widmann Financial Services, Inc. | 19,871 | $1.04M | 0.92% | +216+1.1% | Added |
| CAPROCK Group, Inc. | 19,599 | $1.04M | 0.10% | +2,217+12.8% | Added |
| Cambria Investment Management, L.P. | 20,000 | $1.04M | 0.13% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 19,996 | $1.04M | 0.08% | +2,233+12.6% | Added |
| Beaton Management Co. Inc. | 20,135 | $1.05M | 0.65% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 20,211 | $1.06M | 0.89% | +20,211 | New |
| Chicago Trust Co NA | 20,279 | $1.06M | 0.23% | +722+3.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,358 | $1.06M | 0.01% | −2,977−12.8% | Reduced |
| Jacobi Capital Management LLC | 20,412 | $1.07M | 0.13% | −280−1.4% | Reduced |
| Klingenstein Fields & Co LP | 20,456 | $1.07M | 0.05% | −4,993−19.6% | Reduced |
| Viewpoint Capital Management LLC | 20,497 | $1.07M | 0.83% | −965−4.5% | Reduced |
| Samalin Investment Counsel, LLC | 20,496 | $1.07M | 0.65% | +431+2.1% | Added |
| Fundamentun, LLC | 20,515 | $1.07M | 0.18% | +2,092+11.4% | Added |
| Sowell Financial Services LLC | 20,602 | $1.08M | 0.19% | −68,323−76.8% | Reduced |
| Point72 Europe (London) LLP | 20,656 | $1.08M | 0.40% | −153,584−88.1% | Reduced |
| Cornerstone Advisory, LLC | 20,769 | $1.08M | 0.17% | +824+4.1% | Added |
| Orion Portfolio Solutions, LLC | 20,997 | $1.10M | 0.04% | −1,650−7.3% | Reduced |
| Dodge & Cox | 21,000 | $1.10M | 0.00% | 00.0% | Unchanged |
| Forte Capital LLC | 23,209 | $1.10M | 0.14% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 21,073 | $1.10M | 0.70% | −30−0.1% | Reduced |
| Wealthspire Advisors, LLC | 21,164 | $1.11M | 0.02% | −10,460−33.1% | Reduced |
| Sawtooth Solutions, LLC | 21,221 | $1.11M | 0.14% | −3,521−14.2% | Reduced |
| Wealth Advisors of Iowa, LLC | 21,309 | $1.11M | 0.56% | +7,691+56.5% | Added |
| Empirical Finance, LLC | 21,361 | $1.12M | 0.13% | +138+0.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 21,436 | $1.12M | 0.38% | −130−0.6% | Reduced |
| XML Financial, LLC | 21,468 | $1.12M | 0.13% | −454−2.1% | Reduced |
| Ausdal Financial Partners, Inc. | 21,553 | $1.13M | 0.15% | −4,139−16.1% | Reduced |
| Mork Capital Management, LLC | 21,580 | $1.13M | 1.02% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 21,667 | $1.13M | 0.92% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 21,854 | $1.14M | 0.71% | 00.0% | Unchanged |
| Wright Investors Service Inc | 21,910 | $1.15M | 0.28% | +1,120+5.4% | Added |
| Semmax Financial Advisors Inc. | 22,011 | $1.15M | 0.45% | +844+4.0% | Added |
| FRG Family Wealth Advisors LLC | 22,067 | $1.15M | 0.22% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 22,080 | $1.15M | 0.09% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 22,094 | $1.15M | 0.04% | +1,314+6.3% | Added |
| Ziegler Capital Management, LLC | 21,822 | $1.16M | 0.05% | +891+4.3% | Added |
| Mission Wealth Management, LP | 22,174 | $1.16M | 0.05% | +244+1.1% | Added |
| Colony Group LLC | 22,262 | $1.16M | 0.02% | +1,675+8.1% | Added |
| Wealthsource Partners, LLC | 22,318 | $1.17M | 0.08% | −2,633−10.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,320 | $1.17M | 0.13% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 22,350 | $1.17M | 0.42% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 22,424 | $1.17M | 0.74% | +3,480+18.4% | Added |
| Sandy Spring Bank | 22,494 | $1.18M | 0.06% | −850−3.6% | Reduced |
| CenterBook Partners LP | 22,545 | $1.18M | 0.42% | +22,545 | New |
| Knoll Capital Management, LLC | 22,700 | $1.19M | 0.74% | 00.0% | Unchanged |
| Capital CS Group, LLC | 22,723 | $1.19M | 1.03% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 21,848 | $1.19M | 0.56% | −2,323−9.6% | Reduced |
| CoreFirst Bank & Trust | 22,828 | $1.19M | 0.82% | 00.0% | Unchanged |
| One Capital Management, LLC | 22,854 | $1.19M | 0.06% | −592−2.5% | Reduced |
| ICW Investment Advisors LLC | 22,843 | $1.19M | 0.69% | +205+0.9% | Added |
| Savant Capital, LLC | 22,854 | $1.19M | 0.04% | +1,018+4.7% | Added |
| GM Advisory Group, Inc. | 22,918 | $1.20M | 0.14% | +550+2.5% | Added |
| Rossmore Private Capital | 22,952 | $1.20M | 0.19% | −71−0.3% | Reduced |
| Cardiff Park Advisors, LLC | 22,961 | $1.20M | 0.17% | +261+1.1% | Added |
| Intrepid Capital Management Inc | 23,000 | $1.20M | 0.72% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 23,138 | $1.21M | 0.04% | +611+2.7% | Added |
| Nwam LLC | 23,129 | $1.21M | 0.09% | +1,115+5.1% | Added |
| Williams Jones Wealth Management, LLC. | 23,224 | $1.21M | 0.02% | +859+3.8% | Added |
| Ameritas Investment Partners, Inc. | 23,258 | $1.22M | 0.04% | −824−3.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 23,313 | $1.22M | 0.05% | +726+3.2% | Added |
| Manhattan West Asset Management, LLC | 23,388 | $1.22M | 0.66% | +18,757+405.0% | Added |
| Next Level Private LLC | 23,425 | $1.22M | 0.99% | +1,046+4.7% | Added |
| Focused Wealth Management, Inc | 23,454 | $1.23M | 0.19% | +692+3.0% | Added |
| Virtu Financial LLC | 23,465 | $1.23M | 0.09% | −8,791−27.3% | Reduced |
| Certified Advisory Corp | 23,465 | $1.23M | 0.26% | +54+0.2% | Added |
| Cheviot Value Management, LLC | 23,485 | $1.23M | 0.26% | +13,277+130.1% | Added |
| CoreCap Advisors, LLC | 23,521 | $1.23M | 0.08% | +7,812+49.7% | Added |
| Steel Peak Wealth Management LLC | 23,591 | $1.23M | 0.08% | +1,996+9.2% | Added |
| Griffin Asset Management, Inc. | 23,624 | $1.23M | 0.16% | −961−3.9% | Reduced |
| People's United Financial, Inc. | 23,679 | $1.24M | 0.04% | −2,287−8.8% | Reduced |
| Institutional & Family Asset Management, LLC | 23,680 | $1.24M | 0.20% | +29+0.1% | Added |
| Excalibur Management Corp | 23,815 | $1.24M | 0.54% | −137−0.6% | Reduced |
| Man Group plc | 24,178 | $1.26M | 0.00% | +24,178 | New |
| Intrust Bank NA | 24,203 | $1.26M | 0.16% | +3,612+17.5% | Added |
| First Hawaiian Bank | 24,348 | $1.27M | 0.04% | +4,404+22.1% | Added |
| LS Investment Advisors, LLC | 24,443 | $1.28M | 0.20% | −55−0.2% | Reduced |
| Tectonic Advisors LLC | 24,474 | $1.28M | 0.22% | +4,187+20.6% | Added |
| Rehmann Capital Advisory Group | 24,578 | $1.28M | 0.12% | +2,046+9.1% | Added |
| Smith, Moore & Co. | 24,686 | $1.29M | 0.18% | −248−1.0% | Reduced |
| Fiduciary Trust Co | 24,764 | $1.29M | 0.02% | +1,483+6.4% | Added |
| Intersect Capital LLC | 24,924 | $1.30M | 0.25% | +5,154+26.1% | Added |
| Welch & Forbes LLC | 24,948 | $1.30M | 0.02% | −79−0.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 25,045 | $1.31M | 0.05% | +5,217+26.3% | Added |
| Flagship Harbor Advisors, LLC | 25,133 | $1.31M | 0.13% | +1,349+5.7% | Added |
| Crescent Grove Advisors, LLC | 24,747 | $1.31M | 0.13% | +2,415+10.8% | Added |
| Kings Point Capital Management | 25,205 | $1.32M | 0.11% | −1,197−4.5% | Reduced |
| Ritholtz Wealth Management | 25,420 | $1.33M | 0.09% | +8,554+50.7% | Added |
| Elevated Capital Advisors, LLC | 25,599 | $1.34M | 0.44% | +25,599 | New |
| Paradigm Capital Management, LLC | 25,667 | $1.34M | 1.35% | +1,726+7.2% | Added |
| Profund Advisors LLC | 25,693 | $1.34M | 0.06% | −3,594−12.3% | Reduced |