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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 4,203 | $220.0K | 0.01% | −432−9.3% | Reduced |
| RKL Wealth Management LLC | 4,206 | $220.0K | 0.03% | +4,206 | New |
| Sutton Wealth Advisors Inc. | 4,227 | $220.9K | 0.08% | +130+3.2% | Added |
| Summit Financial Strategies, Inc. | 4,234 | $221.0K | 0.04% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 4,244 | $222.0K | 0.04% | 00.0% | Unchanged |
| BancorpSouth Bank | 4,263 | $223.0K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 4,263 | $223.0K | 0.02% | +4,263 | New |
| MBA Advisors LLC | 4,313 | $225.0K | 0.14% | −63−1.4% | Reduced |
| SRS Capital Advisors, Inc. | 4,303 | $225.0K | 0.03% | +7+0.2% | Added |
| Engrave Wealth Partners LLC | 4,306 | $225.0K | 0.08% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 4,314 | $225.0K | 0.13% | +24+0.6% | Added |
| Bluesphere Advisors, LLC | 4,306 | $225.0K | 0.19% | +4,306 | New |
| Paradigm, Strategies in Wealth Management, LLC | 4,319 | $226.0K | 0.24% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 4,319 | $226.0K | 0.14% | +8+0.2% | Added |
| Powell Investment Advisors, LLC | 4,255 | $226.0K | 0.13% | +55+1.3% | Added |
| Plante Moran Financial Advisors, LLC | 4,335 | $227.0K | 0.04% | −866−16.7% | Reduced |
| Trust Co of Toledo NA | 4,339 | $227.0K | 0.03% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 4,346 | $227.0K | 0.06% | +4,346 | New |
| Omnia Family Wealth, LLC | 4,293 | $228.0K | 0.15% | −3,628−45.8% | Reduced |
| Cubic Asset Management, LLC | 4,368 | $228.0K | 0.05% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,370 | $228.0K | 0.03% | +14+0.3% | Added |
| Ironwood Investment Counsel, LLC | 4,380 | $228.0K | 0.06% | +40+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,369 | $228.0K | 0.02% | +62+1.4% | Added |
| Northwest Quadrant Wealth Management, LLC | 4,347 | $229.0K | 0.06% | −243−5.3% | Reduced |
| Country Club Bank | 4,405 | $229.0K | 0.02% | +4,405 | New |
| Evergreen Capital Management LLC | 4,376 | $229.0K | 0.01% | +4,376 | New |
| Global Wealth Management Investment Advisory, Inc. | 4,404 | $230.0K | 0.07% | −200−4.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,400 | $230.0K | 0.03% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 4,400 | $230.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 4,430 | $231.0K | 0.02% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 4,425 | $231.0K | 0.15% | 00.0% | Unchanged |
| Round Table Services, LLC | 4,445 | $232.0K | 0.04% | −973−18.0% | Reduced |
| Wealth Alliance | 4,433 | $232.0K | 0.05% | −228−4.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,427 | $232.0K | 0.13% | +22+0.5% | Added |
| Fragasso Group Inc. | 4,449 | $232.0K | 0.03% | +4,449 | New |
| GoalVest Advisory LLC | 4,446 | $232.0K | 0.13% | +4,446 | New |
| Journey Advisory Group, LLC | 4,466 | $233.0K | 0.06% | +4,466 | New |
| Sage Investment Advisers LLC | 4,472 | $234.0K | 0.31% | −2,874−39.1% | Reduced |
| Koss-Olinger Consulting, LLC | 4,472 | $234.0K | 0.04% | +15+0.3% | Added |
| Cranbrook Wealth Management, LLC | 4,503 | $235.0K | 0.05% | −290−6.1% | Reduced |
| Jmac Enterprises LLC | 4,490 | $235.0K | 0.06% | +200+4.7% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,275 | $235.0K | 0.15% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 4,497 | $235.0K | 0.13% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 4,489 | $235.0K | 0.13% | +49+1.1% | Added |
| Lehman & Derafelo Financial Resources LLC | 4,467 | $237.0K | 0.07% | +91+2.1% | Added |
| tru Independence LLC | 4,528 | $237.0K | 0.06% | +4,528 | New |
| SignalPoint Asset Management, LLC | 4,564 | $238.0K | 0.08% | +4,564 | New |
| Weaver Consulting Group | 4,573 | $239.0K | 0.12% | −35−0.8% | Reduced |
| Next Capital Management LLC | 4,576 | $239.0K | 0.17% | +4,576 | New |
| Garde Capital, Inc. | 4,592 | $240.0K | 0.02% | −959−17.3% | Reduced |
| Sand Hill Global Advisors, LLC | 4,585 | $240.0K | 0.01% | −163−3.4% | Reduced |
| Elmwood Wealth Management, Inc. | 4,597 | $240.0K | 0.12% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4,585 | $240.0K | 0.04% | +4,585 | New |
| Angeles Wealth Management, LLC | 4,616 | $241.0K | 0.05% | +4,616 | New |
| Schaper Benz & Wise Investment Counsel Inc | 4,625 | $242.0K | 0.02% | +10.0% | Added |
| Financial Advisory Group | 4,630 | $242.0K | 0.05% | +30+0.7% | Added |
| Legacy Wealth Planning, LLC | 4,658 | $243.0K | 0.29% | −142−3.0% | Reduced |
| Well Done, LLC | 4,648 | $243.0K | 0.05% | 00.0% | Unchanged |
| HYA Advisors, Inc | 4,647 | $243.0K | 0.08% | +61+1.3% | Added |
| Tanaka Capital Management Inc | 4,690 | $245.0K | 0.49% | −50−1.1% | Reduced |
| German American Bancorp, Inc. | 4,687 | $245.0K | 0.04% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4,715 | $246.0K | 0.13% | −650−12.1% | Reduced |
| Wealth Management Associates, Inc. | 4,722 | $246.7K | 0.14% | +28+0.6% | Added |
| Capital Planning Advisors, LLC | 4,735 | $247.0K | 0.05% | +4,735 | New |
| Morris Financial Concepts, Inc. | 4,738 | $248.0K | 0.21% | −584−11.0% | Reduced |
| Merriman Wealth Management, LLC | 4,751 | $248.0K | 0.02% | −116−2.4% | Reduced |
| Howland Capital Management LLC | 4,753 | $248.0K | 0.01% | +4,753 | New |
| Jeppson Wealth Management, LLC | 4,750 | $248.0K | 0.12% | +4,750 | New |
| Tarbox Family Office, Inc. | 4,762 | $249.0K | 0.05% | −529−10.0% | Reduced |
| Old Mission Investment Co LLC | 4,773 | $249.4K | 0.09% | +4,773 | New |
| Alera Investment Advisors, LLC | 4,769 | $250.0K | 0.06% | +4,769 | New |
| Day & Ennis, LLC | 4,813 | $251.0K | 0.08% | +49+1.0% | Added |
| Opal Wealth Advisors, LLC | 4,804 | $251.0K | 0.22% | +484+11.2% | Added |
| Horizon Wealth Management, LLC | 4,814 | $252.0K | 0.08% | +14+0.3% | Added |
| TownSquare Capital, LLC | 4,828 | $252.0K | 0.01% | +78+1.6% | Added |
| Byrne Asset Management LLC | 4,830 | $252.0K | 0.16% | +100+2.1% | Added |
| Americana Partners, LLC | 3,856 | $253.0K | 0.08% | −2,390−38.3% | Reduced |
| Selective Wealth Management, Inc. | 4,844 | $253.0K | 0.09% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,838 | $253.0K | 0.06% | +52+1.1% | Added |
| Dowling & Yahnke LLC | 4,865 | $254.0K | 0.01% | −2,100−30.2% | Reduced |
| Sonata Capital Group Inc | 4,864 | $254.0K | 0.11% | 00.0% | Unchanged |
| Graypoint LLC | 4,877 | $255.0K | 0.03% | +44+0.9% | Added |
| Bellecapital International Ltd. | 4,890 | $256.0K | 0.08% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 4,928 | $257.0K | 0.17% | −500−9.2% | Reduced |
| Fieldpoint Private Securities, LLC | 4,924 | $257.0K | 0.05% | +487+11.0% | Added |
| Covestor Ltd | 4,919 | $257.0K | 0.18% | +2,542+106.9% | Added |
| Verition Fund Management LLC | 4,942 | $258.0K | 0.00% | −9,069−64.7% | Reduced |
| Zullo Investment Group, Inc. | 4,930 | $258.0K | 0.13% | −131−2.6% | Reduced |
| Courier Capital LLC | 4,939 | $258.0K | 0.03% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,939 | $258.0K | 0.01% | +144+3.0% | Added |
| Hills Bank & Trust Co | 4,942 | $258.0K | 0.04% | +673+15.8% | Added |
| Retirement Guys Formula LLC | 4,944 | $258.0K | 0.17% | +4,944 | New |
| First Financial Corp | 4,950 | $259.0K | 0.16% | −400−7.5% | Reduced |
| White Pine Investment CO | 4,966 | $259.0K | 0.09% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,967 | $259.0K | 0.06% | +59+1.2% | Added |
| Relative Value Partners Group, LLC | 4,870 | $259.0K | 0.02% | +4,870 | New |
| Lake Hills Wealth Management, LLC | 4,970 | $260.0K | 0.19% | −6,703−57.4% | Reduced |
| Ahrens Investment Partners LLC | 4,971 | $260.0K | 0.08% | −130−2.5% | Reduced |
| Fosun International Ltd | 5,000 | $260.0K | 0.02% | 00.0% | Unchanged |
| Congress Park Capital LLC | 5,000 | $261.0K | 0.13% | −10,250−67.2% | Reduced |