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 |
|---|---|---|---|---|---|
| Fernwood Investment Management, LLC | 71,856 | $3.75M | 1.32% | −846−1.2% | Reduced |
| Haverford Trust Co | 71,896 | $3.76M | 0.04% | −4,654−6.1% | Reduced |
| Veritable, L.P. | 72,578 | $3.79M | 0.06% | +18,490+34.2% | Added |
| Meyer Handelman Co | 72,682 | $3.80M | 0.15% | 00.0% | Unchanged |
| Cerity Partners LLC | 73,624 | $3.85M | 0.06% | +3,664+5.2% | Added |
| Clark Estates Inc | 73,800 | $3.86M | 0.61% | −10,100−12.0% | Reduced |
| Brookstone Capital Management | 70,900 | $3.86M | 0.08% | +15,947+29.0% | Added |
| Peapack Gladstone Financial Corp | 74,199 | $3.88M | 0.08% | −6,830−8.4% | Reduced |
| Formidable Asset Management, LLC | 74,563 | $3.90M | 0.75% | +8,868+13.5% | Added |
| Concorde Asset Management, LLC | 75,146 | $3.93M | 2.61% | +19,730+35.6% | Added |
| Heritage Trust Co | 75,360 | $3.94M | 0.56% | −129−0.2% | Reduced |
| Mutual Advisors, LLC | 75,586 | $3.95M | 0.22% | +282+0.4% | Added |
| Greylin Investment Mangement Inc | 75,933 | $3.97M | 0.68% | −215−0.3% | Reduced |
| Cresset Asset Management, LLC | 75,011 | $3.99M | 0.04% | +6,472+9.4% | Added |
| Heritage Investors Management Corp | 76,661 | $4.01M | 0.16% | −27,589−26.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 76,799 | $4.01M | 0.36% | −71−0.1% | Reduced |
| Shilanski & Associates, Inc. | 77,356 | $4.04M | 1.70% | +1,806+2.4% | Added |
| Sante Capital Fund, LP | 78,006 | $4.08M | 4.55% | +78,006 | New |
| Edmp, Inc. | 78,843 | $4.12M | 3.87% | +8,865+12.7% | Added |
| Sepio Capital, LP | 79,402 | $4.15M | 0.36% | +372+0.5% | Added |
| Scotia Capital Inc. | 79,559 | $4.16M | 0.03% | +1,110+1.4% | Added |
| American Portfolios Advisors | 79,849 | $4.17M | 0.14% | +687+0.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 80,160 | $4.19M | 0.31% | −5,256−6.2% | Reduced |
| Cinctive Capital Management LP | 80,163 | $4.19M | 0.19% | +80,163 | New |
| Beacon Harbor Wealth Advisors, Inc. | 81,552 | $4.26M | 1.39% | +9,039+12.5% | Added |
| D. E. Shaw & Co., Inc. | 81,674 | $4.27M | 0.01% | −422,450−83.8% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 81,953 | $4.28M | 1.28% | −868−1.0% | Reduced |
| Geneos Wealth Management Inc. | 81,990 | $4.28M | 0.18% | −12,883−13.6% | Reduced |
| CFM Wealth Partners LLC | 82,971 | $4.33M | 1.04% | −367−0.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 83,391 | $4.36M | 2.59% | +2,603+3.2% | Added |
| Independent Advisor Alliance | 83,391 | $4.36M | 0.21% | +36,175+76.6% | Added |
| Lowe Brockenbrough & Co Inc | 82,168 | $4.37M | 0.32% | +3,220+4.1% | Added |
| KWMG, LLC | 83,597 | $4.37M | 0.60% | +4,318+5.4% | Added |
| Aigen Investment Management, LP | 84,691 | $4.42M | 0.76% | −54,711−39.2% | Reduced |
| Cutler Group LP | 84,934 | $4.44M | 0.41% | +84,934 | New |
| Annex Advisory Services, LLC | 85,086 | $4.45M | 0.33% | +4,326+5.4% | Added |
| Hantz Financial Services, Inc. | 85,609 | $4.47M | 0.13% | +6,404+8.1% | Added |
| Venture Visionary Partners LLC | 85,713 | $4.48M | 0.30% | +1,131+1.3% | Added |
| Regentatlantic Capital LLC | 86,278 | $4.51M | 0.13% | +2,833+3.4% | Added |
| Gofen & Glossberg LLC | 86,647 | $4.53M | 0.10% | +3,710+4.5% | Added |
| Bridges Investment Management Inc | 86,953 | $4.54M | 0.14% | −1,370−1.6% | Reduced |
| Dean Investment Associates, LLC | 88,199 | $4.61M | 0.83% | +10,828+14.0% | Added |
| Baugh & Associates, LLC | 88,873 | $4.64M | 2.73% | −296−0.3% | Reduced |
| Contrarius Investment Management Ltd | 88,964 | $4.65M | 0.21% | −2,747−3.0% | Reduced |
| Butensky & Cohen Financial Security, Inc | 88,954 | $4.65M | 1.63% | +1,880+2.2% | Added |
| Mechanics Bank Trust Department | 89,324 | $4.67M | 0.72% | −4,753−5.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 89,851 | $4.70M | 0.07% | +6,337+7.6% | Added |
| Avantax Advisory Services, Inc. | 90,549 | $4.74M | 0.07% | +11,669+14.8% | Added |
| American Research & Management Co. | 90,922 | $4.75M | 1.05% | −69−0.1% | Reduced |
| Old Mission Capital LLC | 91,883 | $4.80M | 0.14% | +91,883 | New |
| LVW Advisors, LLC | 92,343 | $4.83M | 0.85% | +5,118+5.9% | Added |
| Stephens Inc | 92,788 | $4.85M | 0.08% | −32,237−25.8% | Reduced |
| Northern Oak Wealth Management Inc | 93,932 | $4.91M | 0.60% | −34,581−26.9% | Reduced |
| Canal Capital Management, LLC | 94,106 | $4.92M | 1.33% | +8,874+10.4% | Added |
| Kingsview Wealth Management, LLC | 94,957 | $4.96M | 0.22% | +17,156+22.1% | Added |
| Toroso Investments, LLC | 95,289 | $4.98M | 0.15% | +32,767+52.4% | Added |
| Capital Group Private Client Services, Inc. | 95,775 | $5.00M | 0.05% | +2,730+2.9% | Added |
| Stony Point Wealth Management Inc. | 96,301 | $5.03M | 2.65% | +3,753+4.1% | Added |
| Eastover Investment Advisors LLC | 97,273 | $5.08M | 2.68% | +12,550+14.8% | Added |
| MainStreet Investment Advisors LLC | 97,640 | $5.10M | 0.48% | −638−0.6% | Reduced |
| Ingalls & Snyder LLC | 99,332 | $5.19M | 0.23% | −3,395−3.3% | Reduced |
| RMB Capital Management, LLC | 99,943 | $5.22M | 0.17% | +6,473+6.9% | Added |
| Old National Bancorp | 100,245 | $5.24M | 0.19% | +926+0.9% | Added |
| Thrivent Financial for Lutherans | 101,291 | $5.25M | 0.01% | −16,941−14.3% | Reduced |
| Regal Investment Advisors LLC | 100,580 | $5.25M | 0.48% | +16,341+19.4% | Added |
| Jarislowsky, Fraser Ltd | 100,845 | $5.27M | 0.03% | −4,250−4.0% | Reduced |
| Hutner Capital Management Inc | 100,935 | $5.27M | 3.01% | −115−0.1% | Reduced |
| Ar Asset Management Inc | 103,326 | $5.40M | 1.36% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 104,369 | $5.45M | 0.24% | −18,229−14.9% | Reduced |
| Claybrook Capital, LLC | 105,226 | $5.50M | 2.72% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 105,378 | $5.51M | 1.26% | +21,122+25.1% | Added |
| New Mexico Educational Retirement Board | 105,995 | $5.54M | 0.20% | −6,600−5.9% | Reduced |
| Park Avenue Securities LLC | 106,613 | $5.57M | 0.10% | +11,345+11.9% | Added |
| National Asset Management, Inc. | 106,650 | $5.57M | 0.18% | +845+0.8% | Added |
| KBC Group NV | 106,671 | $5.57M | 0.02% | −7,796−6.8% | Reduced |
| Stokes Family Office, LLC | 107,067 | $5.59M | 0.74% | −971−0.9% | Reduced |
| LVM Capital Management Ltd | 107,455 | $5.62M | 0.74% | −4,275−3.8% | Reduced |
| Acadian Asset Management LLC | 107,621 | $5.62M | 0.02% | +58,582+119.5% | Added |
| O'Shares Investment Advisers, LLC | 107,995 | $5.64M | 0.45% | +6,031+5.9% | Added |
| Umb Bank N A | 108,041 | $5.64M | 0.07% | −3,098−2.8% | Reduced |
| Insight Folios Inc | 108,376 | $5.67M | 2.52% | +6,079+5.9% | Added |
| Visionary Wealth Advisors | 109,049 | $5.70M | 0.46% | +8,383+8.3% | Added |
| Howe & Rusling Inc | 109,798 | $5.74M | 0.66% | +2,689+2.5% | Added |
| Sage Capital Advisors,llc | 106,079 | $5.74M | 2.33% | +2,160+2.1% | Added |
| Bokf, NA | 109,959 | $5.75M | 0.09% | +1,817+1.7% | Added |
| Palladium Partners LLC | 110,080 | $5.85M | 0.26% | −4,448−3.9% | Reduced |
| Metropolitan Life Insurance Co | 112,509 | $5.88M | 0.21% | −145,814−56.4% | Reduced |
| Grassi Investment Management | 113,136 | $5.91M | 0.62% | +7,500+7.1% | Added |
| Beacon Financial Group | 113,368 | $5.93M | 0.79% | +1,461+1.3% | Added |
| Hennessy Advisors Inc | 113,700 | $5.94M | 0.31% | +13,100+13.0% | Added |
| Keystone Financial Planning, Inc. | 114,606 | $5.99M | 2.00% | −1,024−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 114,687 | $5.99M | 0.19% | +22,365+24.2% | Added |
| Great Lakes Advisors, LLC | 116,052 | $6.06M | 0.10% | +97,056+510.9% | Added |
| Kentucky Retirement Systems | 116,210 | $6.07M | 0.25% | +8,036+7.4% | Added |
| Coho Partners, Ltd. | 116,465 | $6.08M | 0.10% | −2,419,855−95.4% | Reduced |
| Weiss Asset Management LP | 116,767 | $6.10M | 0.14% | +116,767 | New |
| Johnson Financial Group, Inc. | 116,849 | $6.11M | 0.43% | +1,885+1.6% | Added |
| Motco | 116,885 | $6.11M | 0.40% | −2,456−2.1% | Reduced |
| United Capital Financial Advisers, LLC | 117,527 | $6.14M | 0.03% | −9,692−7.6% | Reduced |
| Thornburg Investment Management Inc | 118,100 | $6.17M | 0.08% | −125,890−51.6% | Reduced |