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 |
|---|---|---|---|---|---|
| Stonegate Investment Group, LLC | 48,309 | $2.52M | 0.08% | −2,028−4.0% | Reduced |
| Investmark Advisory Group LLC | 48,330 | $2.52M | 2.60% | +1,983+4.3% | Added |
| X-Square Capital, LLC | 48,387 | $2.53M | 1.31% | +881+1.9% | Added |
| Vontobel Holding Ltd. | 48,579 | $2.53M | 0.02% | +12,519+34.7% | Added |
| Loudon Investment Management, LLC | 48,579 | $2.54M | 1.67% | +6,141+14.5% | Added |
| Waters Parkerson & Co., LLC | 48,693 | $2.54M | 0.14% | −7,443−13.3% | Reduced |
| Financial Partners Capital Management LLC | 48,738 | $2.55M | 0.47% | −450−0.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 49,300 | $2.57M | 0.34% | −151,594−75.5% | Reduced |
| Dynamic Advisor Solutions LLC | 49,320 | $2.58M | 0.18% | −1,857−3.6% | Reduced |
| Aviance Capital Partners, LLC | 49,335 | $2.58M | 0.47% | +13,391+37.3% | Added |
| Third Security, LLC | 50,000 | $2.61M | 1.04% | −11,000−18.0% | Reduced |
| Lynwood Capital Management Inc. | 50,000 | $2.61M | 2.80% | +50,000 | New |
| CWM, LLC | 50,033 | $2.61M | 0.02% | +6,523+15.0% | Added |
| Silvercrest Asset Management Group LLC | 50,267 | $2.63M | 0.02% | +938+1.9% | Added |
| Prospera Financial Services Inc | 50,264 | $2.63M | 0.11% | +1,380+2.8% | Added |
| Connectus Wealth, LLC | 55,675 | $2.64M | 0.08% | −278−0.5% | Reduced |
| Meixler Investment Management, Ltd. | 50,509 | $2.64M | 2.58% | +226+0.4% | Added |
| Roosevelt Investment Group LLC | 50,768 | $2.65M | 0.16% | +2,048+4.2% | Added |
| Alaska Permanent Fund Corp | 51,000 | $2.67M | 0.04% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 51,172 | $2.67M | 0.44% | +51,172 | New |
| HM Payson & Co | 51,248 | $2.68M | 0.06% | +566+1.1% | Added |
| Salem Investment Counselors Inc | 51,389 | $2.69M | 0.11% | −28,180−35.4% | Reduced |
| Cohen Klingenstein LLC | 51,479 | $2.69M | 0.11% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 52,354 | $2.73M | 0.19% | +1,190+2.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 52,524 | $2.74M | 0.15% | −3,761−6.7% | Reduced |
| DuPont Capital Management Corp | 52,533 | $2.75M | 0.11% | −7,906−13.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 53,569 | $2.80M | 0.03% | −3,089−5.5% | Reduced |
| WealthPLAN Partners, LLC | 50,415 | $2.80M | 0.19% | −228,804−81.9% | Reduced |
| WealthPlan Investment Management, LLC | 50,415 | $2.80M | 0.19% | +50,415 | New |
| Cypress Capital Group | 53,651 | $2.80M | 0.35% | +2,482+4.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 53,814 | $2.81M | 0.25% | +6,445+13.6% | Added |
| TD Private Client Wealth LLC | 53,836 | $2.81M | 0.12% | +6,381+13.4% | Added |
| South State Corp. | 53,892 | $2.82M | 0.22% | +3,241+6.4% | Added |
| Roundview Capital LLC | 53,963 | $2.82M | 0.29% | +2,686+5.2% | Added |
| Advisor Partners LLC | 54,068 | $2.83M | 0.18% | +3,689+7.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 54,500 | $2.85M | 0.63% | −1,000−1.8% | Reduced |
| World Equity Group, Inc. | 54,694 | $2.86M | 0.62% | +54,694 | New |
| JustInvest LLC | 54,915 | $2.87M | 0.14% | +22,468+69.2% | Added |
| Parthenon LLC | 55,295 | $2.89M | 0.42% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 55,366 | $2.89M | 0.19% | +6,955+14.4% | Added |
| CSS LLC | 55,400 | $2.90M | 0.12% | −138,700−71.5% | Reduced |
| Edgar Lomax Co | 55,640 | $2.91M | 0.17% | 00.0% | Unchanged |
| Clear Street Markets LLC | 55,647 | $2.91M | 0.87% | −111,346−66.7% | Reduced |
| Global Retirement Partners, LLC | 55,078 | $2.92M | 0.23% | +55,078 | New |
| B. Metzler seel. Sohn & Co. AG | 56,130 | $2.93M | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 56,248 | $2.94M | 0.01% | +7,521+15.4% | Added |
| Ancora Advisors, LLC | 56,697 | $2.96M | 0.07% | −764−1.3% | Reduced |
| Pinnacle Associates Ltd | 56,745 | $2.96M | 0.05% | +66+0.1% | Added |
| Wintrust Investments LLC | 57,512 | $3.00M | 0.29% | −738−1.3% | Reduced |
| Deltec Asset Management LLC | 57,621 | $3.01M | 0.51% | −1,866−3.1% | Reduced |
| L2 Asset Management, LLC | 57,990 | $3.03M | 1.89% | +5,644+10.8% | Added |
| Johnson Investment Counsel Inc | 57,177 | $3.04M | 0.04% | −331−0.6% | Reduced |
| Allworth Financial LP | 58,262 | $3.04M | 0.04% | +6,642+12.9% | Added |
| Trust Co of Virginia | 58,284 | $3.05M | 0.32% | −1,875−3.1% | Reduced |
| Meritage Portfolio Management | 58,411 | $3.05M | 0.19% | +817+1.4% | Added |
| Dana Investment Advisors, Inc. | 58,576 | $3.06M | 0.14% | −543−0.9% | Reduced |
| Merit Financial Group, LLC | 59,219 | $3.09M | 0.19% | +578+1.0% | Added |
| Meitav Dash Investments Ltd | 60,007 | $3.13M | 0.05% | −15,593−20.6% | Reduced |
| SeaCrest Wealth Management, LLC | 59,907 | $3.13M | 0.36% | +2,371+4.1% | Added |
| Lincoln National Corp | 60,247 | $3.15M | 0.07% | +7,963+15.2% | Added |
| Stratos Wealth Partners, LTD. | 60,281 | $3.15M | 0.07% | +159+0.3% | Added |
| CX Institutional | 60,553 | $3.16M | 0.25% | −20,345−25.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 61,765 | $3.23M | 0.12% | −600−1.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 61,828 | $3.23M | 0.44% | +8,477+15.9% | Added |
| Citizens National Bank Trust Department | 58,911 | $3.27M | 1.32% | −100−0.2% | Reduced |
| Avantax Planning Partners, Inc. | 62,694 | $3.28M | 0.13% | +11,169+21.7% | Added |
| Winning Points Advisors, LLC | 62,688 | $3.28M | 2.54% | +43,465+226.1% | Added |
| MUFG Americas Holdings Corp | 62,874 | $3.29M | 0.06% | −689−1.1% | Reduced |
| First National Trust Co | 63,449 | $3.31M | 0.17% | +217+0.3% | Added |
| Capital Square, LLC | 63,850 | $3.34M | 2.38% | +807+1.3% | Added |
| Verus Financial Partners, Inc. | 60,859 | $3.34M | 0.47% | +260.0% | Added |
| Bessemer Group Inc | 63,979 | $3.34M | 0.01% | +5,314+9.1% | Added |
| Park Circle Co | 64,750 | $3.38M | 2.83% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 64,865 | $3.39M | 0.19% | −2,315−3.4% | Reduced |
| Raymond James Trust N.A. | 65,005 | $3.40M | 0.10% | −3,036−4.5% | Reduced |
| Cornerstone Wealth Group, LLC | 65,065 | $3.40M | 0.62% | +8,610+15.3% | Added |
| SG Americas Securities, LLC | 65,374 | $3.42M | 0.03% | −203,946−75.7% | Reduced |
| IndexIQ Advisors LLC | 65,549 | $3.42M | 0.12% | +65,549 | New |
| Kinloch Capital, LLC | 65,958 | $3.45M | 2.06% | +1,555+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 66,078 | $3.45M | 0.04% | +66,078 | New |
| Bryn Mawr Trust Co | 66,590 | $3.48M | 0.14% | +93+0.1% | Added |
| Murphy Capital Management Inc | 66,738 | $3.49M | 0.40% | −2,852−4.1% | Reduced |
| Axxcess Wealth Management, LLC | 66,835 | $3.49M | 0.28% | −46,186−40.9% | Reduced |
| Cornercap Investment Counsel Inc | 66,848 | $3.49M | 0.39% | +1,790+2.8% | Added |
| Associated Banc-Corp | 67,070 | $3.50M | 0.13% | −927−1.4% | Reduced |
| Oxbow Advisors, LLC | 67,244 | $3.51M | 0.35% | +2,958+4.6% | Added |
| Texas Yale Capital Corp. | 67,408 | $3.52M | 0.19% | −89−0.1% | Reduced |
| Arnhold LLC | 67,695 | $3.54M | 0.40% | 00.0% | Unchanged |
| Siena Capital LLC | 68,881 | $3.60M | 2.03% | −3,775−5.2% | Reduced |
| Glenview Trust Co | 68,989 | $3.60M | 0.12% | −3,609−5.0% | Reduced |
| First Heartland Consultants, Inc. | 69,426 | $3.63M | 0.56% | +36,697+112.1% | Added |
| Community Bank & Trust, Waco, Texas | 70,387 | $3.68M | 1.05% | +2,879+4.3% | Added |
| Hollencrest Capital Management | 70,473 | $3.68M | 0.33% | +118+0.2% | Added |
| Tiaa, FSB | 70,665 | $3.69M | 0.01% | −1,182−1.6% | Reduced |
| Equitable Holdings, Inc. | 70,696 | $3.69M | 0.06% | +5,647+8.7% | Added |
| Ascent Group, LLC | 70,767 | $3.70M | 0.43% | +6,617+10.3% | Added |
| FDx Advisors, Inc. | 71,215 | $3.72M | 0.13% | +443+0.6% | Added |
| Capital International Sarl | 71,286 | $3.73M | 0.18% | +370+0.5% | Added |
| Marcum Wealth, LLC | 71,457 | $3.73M | 0.52% | +903+1.3% | Added |
| Lavaca Capital LLC | 71,645 | $3.74M | 1.60% | −35,376−33.1% | Reduced |