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 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 | 2,574 | $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 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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 33,821 | $1.77M | 0.09% | −11,981−26.2% | Reduced |
| M Holdings Securities, Inc. | 33,864 | $1.77M | 0.13% | +33,864 | New |
| Sound View Wealth Advisors Group, LLC | 34,003 | $1.78M | 0.34% | −515−1.5% | Reduced |
| Moody National Bank Trust Division | 34,158 | $1.78M | 0.06% | −3,808−10.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 34,185 | $1.79M | 0.04% | +34,185 | New |
| Verus Capital Partners, LLC | 32,427 | $1.80M | 0.28% | +32,427 | New |
| Kavar Capital Partners Group, LLC | 34,517 | $1.80M | 0.39% | −310−0.9% | Reduced |
| Wesbanco Bank Inc | 34,550 | $1.80M | 0.07% | +572+1.7% | Added |
| Buckingham Strategic Wealth, LLC | 34,648 | $1.81M | 0.04% | +344+1.0% | Added |
| Proequities, Inc. | 34,144 | $1.81M | 0.13% | −2,304−6.3% | Reduced |
| First City Capital Management, Inc. | 34,775 | $1.82M | 1.00% | +629+1.8% | Added |
| Nomura Holdings Inc | 34,783 | $1.82M | 0.01% | −11,987−25.6% | Reduced |
| Confluence Wealth Services, Inc. | 34,963 | $1.83M | 0.66% | −3,011−7.9% | Reduced |
| Cordasco Financial Network | 35,029 | $1.83M | 1.18% | −2,505−6.7% | Reduced |
| Covington Capital Management | 35,042 | $1.83M | 0.07% | +2,707+8.4% | Added |
| Truvestments Capital LLC | 35,061 | $1.83M | 1.00% | −4,705−11.8% | Reduced |
| Moors & Cabot, Inc. | 35,153 | $1.84M | 0.11% | +111+0.3% | Added |
| Essex Financial Services, Inc. | 35,166 | $1.84M | 0.18% | +844+2.5% | Added |
| Convergence Investment Partners, LLC | 35,396 | $1.85M | 0.95% | +461+1.3% | Added |
| Lee Danner & Bass Inc | 35,460 | $1.85M | 0.16% | −891−2.5% | Reduced |
| AlphaCrest Capital Management LLC | 35,598 | $1.86M | 0.10% | +4,760+15.4% | Added |
| Davy Global Fund Management Ltd | 35,776 | $1.87M | 0.30% | −500−1.4% | Reduced |
| Disciplined Equity Management, Inc. | 35,770 | $1.87M | 1.87% | −370−1.0% | Reduced |
| Mirabella Financial Services LLP | 35,815 | $1.87M | 0.21% | +35,815 | New |
| Aurora Investment Counsel | 36,070 | $1.89M | 1.20% | +513+1.4% | Added |
| Algert Global LLC | 36,464 | $1.91M | 0.12% | +36,464 | New |
| Welch Group, LLC | 36,646 | $1.92M | 0.11% | +9,810+36.6% | Added |
| Fred Alger Management, LLC | 36,796 | $1.92M | 0.01% | +3,087+9.2% | Added |
| Financial Counselors Inc | 36,858 | $1.93M | 0.04% | +375+1.0% | Added |
| Symphony Financial, Ltd. Co. | 35,884 | $1.93M | 0.45% | +3,482+10.7% | Added |
| Legacy Capital Partners, Inc. | 37,020 | $1.93M | 0.64% | +236+0.6% | Added |
| Frontier Wealth Management LLC | 35,342 | $1.94M | 0.02% | −10,333−22.6% | Reduced |
| Private Trust Co NA | 37,414 | $1.96M | 0.31% | −100−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 37,593 | $1.96M | 0.11% | +1,860+5.2% | Added |
| Green Square Capital Advisors LLC | 37,740 | $1.97M | 0.31% | +720+1.9% | Added |
| Spire Wealth Management | 37,687 | $1.98M | 0.05% | −22,117−37.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 38,159 | $1.99M | 0.37% | −3,261−7.9% | Reduced |
| Berkshire Asset Management LLC | 38,161 | $1.99M | 0.13% | +949+2.6% | Added |
| MAI Capital Management | 38,285 | $2.00M | 0.03% | +1,151+3.1% | Added |
| Hilltop Holdings Inc. | 38,348 | $2.00M | 0.23% | −26,007−40.4% | Reduced |
| Howard Capital Management Group, LLC | 38,569 | $2.02M | 0.18% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 38,866 | $2.03M | 0.07% | +209+0.5% | Added |
| Means Investment Co., Inc. | 38,974 | $2.04M | 0.37% | −26−0.1% | Reduced |
| Trustmark National Bank Trust Department | 38,960 | $2.04M | 0.16% | +30,790+376.9% | Added |
| Caldwell Trust Co | 39,141 | $2.05M | 0.24% | −205−0.5% | Reduced |
| JB Capital LLC | 39,212 | $2.05M | 0.20% | −2,469−5.9% | Reduced |
| Koshinski Asset Management, Inc. | 39,216 | $2.05M | 0.17% | +2,025+5.4% | Added |
| FORA Capital, LLC | 39,424 | $2.05M | 0.37% | +39,424 | New |
| FineMark National Bank & Trust | 39,340 | $2.06M | 0.08% | +124+0.3% | Added |
| Bollard Group LLC | 39,403 | $2.06M | 0.07% | +414+1.1% | Added |
| Simmons Bank | 39,738 | $2.08M | 0.16% | +2,782+7.5% | Added |
| Hohimer Wealth Management, LLC | 39,979 | $2.09M | 0.41% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 40,013 | $2.09M | 0.05% | +5,719+16.7% | Added |
| Investors Asset Management of Georgia Inc | 40,395 | $2.11M | 1.07% | −267−0.7% | Reduced |
| YorkBridge Wealth Partners, LLC | 40,446 | $2.11M | 0.46% | −147−0.4% | Reduced |
| Shell Asset Management Co | 40,519 | $2.12M | 0.05% | −1,300−3.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 40,065 | $2.13M | 0.03% | −31,165−43.8% | Reduced |
| Northeast Financial Consultants Inc | 40,803 | $2.13M | 0.12% | +3,191+8.5% | Added |
| OmniStar Financial Group, Inc. | 40,913 | $2.14M | 2.12% | −1,093−2.6% | Reduced |
| BBR Partners, LLC | 40,948 | $2.14M | 0.20% | +2,008+5.2% | Added |
| Horizon Kinetics Asset Management LLC | 41,054 | $2.15M | 0.04% | +40+0.1% | Added |
| Argent Trust Co | 41,302 | $2.16M | 0.13% | +3,860+10.3% | Added |
| Wolverine Trading, LLC | 41,895 | $2.18M | 0.06% | +3,929+10.3% | Added |
| Paloma Partners Management Co | 41,900 | $2.19M | 0.17% | −65,129−60.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 42,027 | $2.20M | 0.18% | −1,416−3.3% | Reduced |
| Amica Mutual Insurance Co | 42,144 | $2.20M | 0.26% | −51,075−54.8% | Reduced |
| Ellenbecker Investment Group | 42,598 | $2.23M | 0.63% | +140+0.3% | Added |
| Doliver Advisors, LP | 42,603 | $2.23M | 0.70% | −428−1.0% | Reduced |
| Independence Bank of Kentucky | 42,928 | $2.24M | 0.89% | +4,412+11.5% | Added |
| Fisher Asset Management, LLC | 43,015 | $2.25M | 0.00% | −3,404−7.3% | Reduced |
| Compagnie Lombard Odier SCmA | 43,060 | $2.25M | 0.05% | −2,160−4.8% | Reduced |
| Tufton Capital Management | 43,308 | $2.26M | 0.37% | −915−2.1% | Reduced |
| TD Waterhouse Canada Inc. | 41,958 | $2.26M | 0.02% | +1,150+2.8% | Added |
| Stock Yards Bank & Trust Co | 43,346 | $2.27M | 0.13% | −2,218−4.9% | Reduced |
| Leelyn Smith, LLC | 43,407 | $2.27M | 0.59% | +2,244+5.5% | Added |
| Trust Co of Vermont | 43,529 | $2.27M | 0.15% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 44,147 | $2.31M | 0.15% | +1,103+2.6% | Added |
| Exencial Wealth Advisors, LLC | 44,291 | $2.31M | 0.12% | +26,509+149.1% | Added |
| Valeo Financial Advisors, LLC | 44,355 | $2.32M | 0.12% | +8,179+22.6% | Added |
| Spreng Capital Management, Inc. | 44,392 | $2.32M | 1.42% | −4,847−9.8% | Reduced |
| Affinity Investment Advisors, LLC | 44,400 | $2.32M | 0.95% | −852−1.9% | Reduced |
| Hayek Kallen Investment Management | 44,512 | $2.33M | 0.86% | −500−1.1% | Reduced |
| Wedbush Securities Inc | 44,574 | $2.33M | 0.11% | −4,906−9.9% | Reduced |
| Point72 Asset Management, L.P. | 44,900 | $2.35M | 0.01% | −411,480−90.2% | Reduced |
| Founders Financial Alliance, LLC | 44,932 | $2.35M | 1.04% | −532−1.2% | Reduced |
| Pensionfund Sabic | 45,000 | $2.35M | 0.59% | −15,000−25.0% | Reduced |
| NBT Bank N A | 45,101 | $2.36M | 0.32% | −250−0.6% | Reduced |
| Trexquant Investment LP | 45,233 | $2.36M | 0.11% | +45,233 | New |
| ProVise Management Group, LLC | 45,416 | $2.37M | 0.22% | +19,119+72.7% | Added |
| Tyler-Stone Wealth Management | 45,794 | $2.39M | 1.32% | +73+0.2% | Added |
| Mill Capital Management, LLC | 46,285 | $2.42M | 0.23% | −9,038−16.3% | Reduced |
| North Star Asset Management Inc | 46,365 | $2.42M | 0.13% | −434−0.9% | Reduced |
| Apollon Wealth Management, LLC | 46,488 | $2.43M | 0.17% | +789+1.7% | Added |
| Verdence Capital Advisors LLC | 46,621 | $2.44M | 0.28% | +269+0.6% | Added |
| Hartford Financial Management Inc. | 46,769 | $2.44M | 0.59% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 45,640 | $2.45M | 0.46% | +45,640 | New |
| Seeyond | 47,250 | $2.47M | 0.25% | −1,407−2.9% | Reduced |
| Brightworth | 47,574 | $2.49M | 0.25% | +510+1.1% | Added |
| Edgestream Partners, L.P. | 48,044 | $2.51M | 0.20% | +36,596+319.7% | Added |
| Western Wealth Management, LLC | 48,058 | $2.51M | 0.12% | +28,600+147.0% | Added |