Skip to main content

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.

Institutional holdersQ1 2022: 1,920 institutions
Q1 2021: 1,776 institutionsQ2 2021: 1,753 institutionsQ3 2021: 1,711 institutionsQ4 2021: 1,852 institutionsQ1 2022: 1,920 institutionsQ2 2022: 1,814 institutionsQ3 2022: 1,767 institutionsQ4 2022: 1,901 institutionsQ1 2023: 1,877 institutionsQ2 2023: 1,885 institutionsQ3 2023: 1,843 institutionsQ4 2023: 1,891 institutionsQ1 2024: 1,903 institutionsQ2 2024: 1,919 institutionsQ3 2024: 1,997 institutionsQ4 2024: 2,173 institutionsQ1 2025: 2,251 institutionsQ2 2025: 2,267 institutionsQ3 2025: 2,357 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,502 institutionsQ2 2026: 2,575 institutions
Value heldQ1 2022: $56.2B
Q1 2021: $57.2BQ2 2021: $52.4BQ3 2021: $49.6BQ4 2021: $50.8BQ1 2022: $56.2BQ2 2022: $44.8BQ3 2022: $42.6BQ4 2022: $48.2BQ1 2023: $46.8BQ2 2023: $47.5BQ3 2023: $43.6BQ4 2023: $40.9BQ1 2024: $45.9BQ2 2024: $46.1BQ3 2024: $51.9BQ4 2024: $53.6BQ1 2025: $63.3BQ2 2025: $60.5BQ3 2025: $68.2BQ4 2025: $60.4BQ1 2026: $68.7BQ2 2026: $77.1B
Institutions holding MO and their total value by quarter
QuarterHoldersValue
Q2 20262,575$77.1B
Q1 20262,502$68.7B
Q4 20252,395$60.4B
Q3 20252,357$68.2B
Q2 20252,267$60.5B
Q1 20252,251$63.3B
Q4 20242,173$53.6B
Q3 20241,997$51.9B
Q2 20241,919$46.1B
Q1 20241,903$45.9B
Q4 20231,891$40.9B
Q3 20231,843$43.6B
Q2 20231,885$47.5B
Q1 20231,877$46.8B
Q4 20221,901$48.2B
Q3 20221,767$42.6B
Q2 20221,814$44.8B
Q1 20221,920$56.2B
Q4 20211,852$50.8B
Q3 20211,711$49.6B
Q2 20211,753$52.4B
Q1 20211,776$57.2B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q4 2021.

Institutions holding MO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Dorsey & Whitney Trust CO LLC5,933$310.0K0.03%+823+16.1%Added
Wedmont Private Capital5,872$310.0K0.07%+1,694+40.5%Added
Connable Office Inc5,961$311.0K0.04%−916−13.3%Reduced
Regent Peak Wealth Advisors LLC5,967$312.0K0.09%+15+0.3%Added
Oarsman Capital, Inc.5,970$312.0K0.12%+5,970New
Hemenway Trust Co LLC5,990$313.0K0.03%00.0%Unchanged
Chiron Capital Management, LLC6,000$314.0K0.20%−1,000−14.3%Reduced
Oak Harbor Wealth Partners, LLC6,021$315.0K0.10%+76+1.3%Added
Childress Capital Advisors, LLC6,041$315.0K0.11%+215+3.7%Added
Northeast Financial Group, Inc.6,039$315.6K0.22%+6,039New
Boenning & Scattergood, Inc.6,051$316.0K0.05%+20.0%Added
Silvant Capital Management LLC5,966$317.0K0.06%00.0%Unchanged
Summit Wealth Partners, LLC6,074$317.4K0.07%+11+0.2%Added
Defender Capital, LLC.6,086$318.0K0.11%00.0%Unchanged
Clarus Group, Inc.6,093$318.0K0.22%+9+0.1%Added
WealthCare Investment Partners, LLC5,807$318.0K0.28%+783+15.6%Added
Tempus Wealth Planning, LLC6,096$319.0K0.23%−519−7.8%Reduced
Cape Cod Five Cents Savings Bank6,118$319.0K0.03%+47+0.8%Added
Abbrea Capital, LLC6,015$320.0K0.04%00.0%Unchanged
Keeley-Teton Advisors, LLC6,120$320.0K0.03%00.0%Unchanged
Arrow Financial Corp6,131$321.0K0.04%00.0%Unchanged
Tocqueville Asset Management L.P.6,141$321.0K0.00%+61+1.0%Added
Vaughan David Investments LLC6,181$323.0K0.01%−1,270−17.0%Reduced
City Holding Co6,182$323.0K0.05%−70−1.1%Reduced
Barr E S & Co6,198$324.0K0.02%00.0%Unchanged
Pacitti Group Inc.6,214$325.0K0.21%−700−10.1%Reduced
Transform Wealth, LLC6,225$325.0K0.04%−612−9.0%Reduced
Financial Architects, Inc6,233$326.0K0.05%−152−2.4%Reduced
WealthTrust Axiom LLC6,241$326.0K0.10%−50−0.8%Reduced
Industrial Alliance Investment Management Inc.6,271$328.0K0.01%−72−1.1%Reduced
Webster Bank, N. A.6,309$330.0K0.04%00.0%Unchanged
TSFG, LLC6,322$330.0K0.12%+12+0.2%Added
Triangle Securities Wealth Management6,311$330.0K0.11%+1,800+39.9%Added
Prime Capital Investment Advisors, LLC7,024$333.0K0.02%00.0%Unchanged
Capstone Investment Advisors, LLC6,391$334.0K0.01%−81,363−92.7%Reduced
First Citizens Financial Corp6,412$335.0K0.25%+500+8.5%Added
Murphy, Middleton, Hinkle & Parker, Inc.6,439$336.0K0.18%00.0%Unchanged
Infrastructure Capital Advisors, LLC6,436$336.0K0.05%+6,436New
55I, LLC6,428$336.0K0.01%+6,428New
Hexagon Capital Partners LLC6,459$337.0K0.09%−504−7.2%Reduced
Bremer Bank National Association6,469$338.0K0.06%−466−6.7%Reduced
Financial Management Professionals, Inc.6,473$338.0K0.07%+241+3.9%Added
Edgemoor Investment Advisors, Inc.6,505$340.0K0.04%−1,191−15.5%Reduced
Icon Wealth Partners, LLC6,501$340.0K0.03%−497−7.1%Reduced
Supplemental Annuity Collective Trust of NJ6,500$340.0K0.11%00.0%Unchanged
Xcel Wealth Management, LLC6,504$340.0K0.09%+1,095+20.2%Added
Perfromance Wealth Partners, LLC6,525$341.0K0.01%−249−3.7%Reduced
Ervin Investment Management, LLC6,548$341.0K0.26%−75−1.1%Reduced
Proficio Capital Partners LLC6,523$341.0K0.05%+407+6.7%Added
Johnson Midwest Financial, LLC6,524$341.0K0.48%+771+13.4%Added
SS&H Financial Advisors, Inc.6,535$341.0K0.13%+6,535New
Smith Anglin Financial, LLC6,547$342.0K0.08%−726−10.0%Reduced
Keystone Financial Group6,554$342.0K0.06%+11+0.2%Added
SFMG, LLC6,560$343.0K0.03%−4,017−38.0%Reduced
Smithfield Trust Co6,605$344.0K0.02%+160+2.5%Added
IAM Advisory, LLC6,590$344.0K0.14%+6,590New
Smith Chas P & Associates Pa Cpas6,629$346.0K0.03%−705−9.6%Reduced
Rockland Trust Co6,617$346.0K0.02%−300−4.3%Reduced
LeJeune Puetz Investment Counsel LLC6,636$346.0K0.12%00.0%Unchanged
Pinnacle Bancorp, Inc.6,614$346.0K0.12%00.0%Unchanged
FLC Capital Advisors6,626$346.0K0.10%+100+1.5%Added
Northstar Group, Inc.6,634$347.0K0.08%−103−1.5%Reduced
Minot Wealth Management LLC6,663$348.0K0.07%+143+2.2%Added
Raleigh Capital Management Inc.6,659$348.0K0.19%+919+16.0%Added
Physicians Financial Services, Inc.6,729$352.0K0.13%−100−1.5%Reduced
Herold Advisors, Inc.6,755$353.0K0.13%+1,510+28.8%Added
Golden State Wealth Management, LLC6,761$353.0K0.07%−1,110−14.1%Reduced
Godsey & Gibb Associates6,748$353.0K0.13%00.0%Unchanged
Vivaldi Capital Management, LLC6,669$354.0K0.09%−146−2.1%Reduced
Guyasuta Investment Advisors Inc6,798$355.0K0.02%00.0%Unchanged
Carlson Capital Management6,788$355.0K0.03%+318+4.9%Added
J2 Capital Management Inc6,841$357.0K0.39%+231+3.5%Added
Wealth Effects LLC6,825$357.0K0.17%+350+5.4%Added
Wells Trecaso Financial Group, LLC6,845$358.0K0.16%+4+0.1%Added
Calton & Associates, Inc.6,873$359.0K0.11%−131−1.9%Reduced
Peoples Financial Services Corp.6,897$360.0K0.16%−50−0.7%Reduced
Summit Trail Advisors, LLC6,760$360.0K0.03%+322+5.0%Added
Manchester Capital Management LLC6,884$360.0K0.05%+944+15.9%Added
Nicolet Bankshares Inc6,898$360.0K0.08%+1,158+20.2%Added
Comprehensive Financial Consultants Institutional, Inc.6,373$361.0K0.25%00.0%Unchanged
Strategic Financial Services, Inc,6,937$362.0K0.03%00.0%Unchanged
Coastline Trust Co6,925$362.0K0.04%00.0%Unchanged
Avalon Investment & Advisory6,920$362.0K0.01%+459+7.1%Added
Northwestern Mutual Investment Management Company, LLC6,950$363.0K0.01%−35−0.5%Reduced
Wambolt & Associates, LLC6,911$364.0K0.13%−620−8.2%Reduced
Hunter Associates Investment Management LLC7,000$366.0K0.12%00.0%Unchanged
BOK Financial Private Wealth, Inc.6,997$366.0K0.03%+1,897+37.2%Added
D. Scott Neal, Inc.7,000$366.0K0.15%+7,000New
Schechter Investment Advisors, LLC7,035$367.0K0.03%+1,737+32.8%Added
Vise Technologies, Inc.7,046$368.0K0.14%−7,155−50.4%Reduced
1st Source Bank7,043$368.0K0.02%+451+6.8%Added
E&G Advisors, LP7,067$369.0K0.10%−2,600−26.9%Reduced
Plancorp, LLC7,066$369.0K0.02%−483−6.4%Reduced
MONECO Advisors, LLC7,078$370.0K0.14%−503−6.6%Reduced
Institute for Wealth Management, LLC.7,092$371.0K0.06%+6+0.1%Added
Arvest Trust Co N A7,094$371.0K0.02%+114+1.6%Added
Congress Wealth Management LLC7,117$372.0K0.01%−1,267−15.1%Reduced
Tandem Investment Advisors, Inc.7,115$372.0K0.02%−467−6.2%Reduced
First Financial Bank - Trust Division7,107$372.0K0.04%+127+1.8%Added
Thrive Wealth Management, LLC7,157$374.0K0.11%−874−10.9%Reduced