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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 8,607 | $450.0K | 0.06% | +1,015+13.4% | Added |
| Walleye Capital LLC | 8,607 | $450.0K | 0.01% | +8,607 | New |
| Equitable Trust Co | 8,650 | $452.0K | 0.03% | −300−3.4% | Reduced |
| EPG Wealth Management LLC | 8,674 | $453.0K | 0.16% | +1,039+13.6% | Added |
| Front Barnett Associates LLC | 8,686 | $454.0K | 0.05% | −350−3.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,683 | $454.0K | 0.16% | −30.0% | Reduced |
| Allen Capital Group, LLC | 8,687 | $454.0K | 0.09% | +145+1.7% | Added |
| Azimuth Capital Management LLC | 8,700 | $455.0K | 0.02% | −100−1.1% | Reduced |
| Fort Point Capital Partners LLC | 8,713 | $455.0K | 0.07% | +437+5.3% | Added |
| ERn Financial, LLC | 8,711 | $455.0K | 0.10% | +612+7.6% | Added |
| Synergy Financial Management, LLC | 8,722 | $456.0K | 0.11% | +145+1.7% | Added |
| Trustcore Financial Services, LLC | 8,728 | $456.0K | 0.04% | +656+8.1% | Added |
| Sound Income Strategies, LLC | 8,744 | $457.0K | 0.05% | −91−1.0% | Reduced |
| Stephens Consulting, LLC | 8,749 | $457.2K | 0.38% | +13+0.1% | Added |
| Latitude Advisors, LLC | 8,781 | $459.0K | 0.10% | −8,484−49.1% | Reduced |
| Silver Oak Securities, Inc | 8,478 | $459.0K | 0.09% | +8,478 | New |
| Grandfield & Dodd, LLC | 8,781 | $460.0K | 0.03% | −8−0.1% | Reduced |
| Lebenthal Global Advisors, LLC | 8,842 | $460.0K | 0.20% | +1,100+14.2% | Added |
| Warther Private Wealth, LLC | 8,724 | $460.0K | 0.30% | +8,724 | New |
| Bahl & Gaynor Inc | 8,833 | $462.0K | 0.00% | −5,907−40.1% | Reduced |
| L.M. Kohn & Company | 8,827 | $462.0K | 0.18% | +8,827 | New |
| Parsec Financial Management, Inc. | 8,870 | $463.0K | 0.02% | +292+3.4% | Added |
| Towerpoint Wealth, LLC | 8,909 | $465.0K | 0.23% | −170−1.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 8,920 | $466.0K | 0.22% | −15−0.2% | Reduced |
| Ossiam | 8,916 | $466.0K | 0.01% | +7,906+782.8% | Added |
| Financial Advisory Corp | 8,966 | $468.0K | 0.25% | −4,922−35.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $469.0K | 0.14% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 9,009 | $470.0K | 0.12% | −3,250−26.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,000 | $470.0K | 0.06% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 9,078 | $473.0K | 0.05% | −2,665−22.7% | Reduced |
| Baldwin Brothers Inc | 9,100 | $475.0K | 0.05% | 00.0% | Unchanged |
| LGT Group Foundation | 9,000 | $475.0K | 0.01% | +9,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 9,137 | $477.0K | 0.09% | +753+9.0% | Added |
| Archford Capital Strategies, LLC | 9,078 | $478.0K | 0.11% | +599+7.1% | Added |
| Kovitz Investment Group Partners, LLC | 9,148 | $478.0K | 0.01% | +3,249+55.1% | Added |
| Two Sigma Securities, LLC | 9,155 | $478.0K | 0.07% | +4,613+101.6% | Added |
| Personal Capital Advisors Corp | 9,168 | $479.0K | 0.00% | −3,258−26.2% | Reduced |
| Parcion Private Wealth LLC | 9,273 | $479.0K | 0.04% | −13−0.1% | Reduced |
| Ledyard National Bank | 9,198 | $481.0K | 0.05% | −833−8.3% | Reduced |
| KCM Investment Advisors LLC | 9,206 | $481.0K | 0.02% | −761−7.6% | Reduced |
| Callahan Advisors, LLC | 9,199 | $481.0K | 0.05% | +2,471+36.7% | Added |
| Washington Trust Co | 9,232 | $482.0K | 0.02% | −16−0.2% | Reduced |
| Brewin Dolphin Ltd | 9,233 | $482.0K | 0.02% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 9,250 | $483.0K | 0.08% | −1,000−9.8% | Reduced |
| FourThought Financial, LLC | 9,252 | $483.0K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 9,280 | $484.0K | 0.33% | −27−0.3% | Reduced |
| Compton Financial Group, LLC | 9,260 | $484.0K | 0.20% | +5+0.1% | Added |
| Harvest Fund Management Co., Ltd | 9,266 | $484.0K | 0.10% | +4,348+88.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 9,157 | $487.0K | 0.29% | +9,157 | New |
| Smith, Salley & Associates | 9,352 | $488.0K | 0.04% | −687−6.8% | Reduced |
| SC&H Financial Advisors, Inc. | 9,355 | $489.0K | 0.23% | −692−6.9% | Reduced |
| Royal Capital Wealth Management, LLC | 9,380 | $490.0K | 0.48% | +440+4.9% | Added |
| Anchor Investment Management, LLC | 9,378 | $490.0K | 0.06% | −2,514−21.1% | Reduced |
| Alliance Wealth Advisors, LLC | 9,391 | $491.0K | 0.41% | −445−4.5% | Reduced |
| Successful Portfolios LLC | 9,402 | $491.0K | 0.28% | −17−0.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 9,419 | $492.0K | 0.21% | 00.0% | Unchanged |
| Sowa Financial Group, Inc. | 9,469 | $495.0K | 0.30% | −135−1.4% | Reduced |
| McGowan Group Asset Management, Inc. | 9,497 | $496.0K | 0.08% | +125+1.3% | Added |
| Bedel Financial Consulting, Inc. | 9,493 | $496.0K | 0.16% | +153+1.6% | Added |
| First Western Trust Bank | 9,563 | $498.0K | 0.03% | +9,563 | New |
| Home Federal Bank of Tennessee | 9,542 | $499.0K | 0.17% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 9,585 | $500.0K | 0.03% | +365+4.0% | Added |
| Clark Financial Services Group Inc | 9,600 | $502.0K | 0.37% | +21+0.2% | Added |
| Shulman DeMeo Asset Management LLC | 9,622 | $503.0K | 0.14% | −85−0.9% | Reduced |
| StoneX Group Inc. | 9,508 | $505.0K | 0.04% | +168+1.8% | Added |
| Resolute Partners Group | 9,569 | $509.0K | 0.02% | +163+1.7% | Added |
| American Trust | 9,740 | $509.0K | 0.03% | +797+8.9% | Added |
| Bouchey Financial Group Ltd | 9,791 | $512.0K | 0.07% | +13+0.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 9,876 | $514.0K | 0.02% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 9,836 | $514.0K | 0.28% | +1,130+13.0% | Added |
| Holderness Investments Co | 9,854 | $515.0K | 0.17% | +43+0.4% | Added |
| WFA Asset Management Corp | 9,867 | $515.5K | 0.34% | +175+1.8% | Added |
| Chicago Partners Investment Group LLC | 9,697 | $516.0K | 0.04% | +334+3.6% | Added |
| First Community Trust NA | 9,879 | $516.0K | 0.49% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 9,923 | $518.0K | 0.09% | +9,923 | New |
| Castle Rock Wealth Management, LLC | 9,423 | $520.0K | 0.24% | +2,000+26.9% | Added |
| Perigon Wealth Management, LLC | 9,977 | $521.0K | 0.04% | +64+0.6% | Added |
| Patriot Investment Management Inc. | 9,975 | $521.0K | 0.05% | +2,344+30.7% | Added |
| State Farm Mutual Automobile Insurance Co | 10,000 | $523.0K | 0.00% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 10,011 | $523.0K | 0.15% | +3,441+52.4% | Added |
| McRae Capital Management Inc | 10,036 | $524.0K | 0.12% | +10,036 | New |
| Meridian Wealth Management, LLC | 10,057 | $525.0K | 0.06% | −3,994−28.4% | Reduced |
| HBW Advisory Services LLC | 10,052 | $525.0K | 0.18% | +286+2.9% | Added |
| Edge Capital Group, LLC | 10,124 | $529.0K | 0.04% | +49+0.5% | Added |
| Lakeview Capital Partners, LLC | 10,150 | $530.0K | 0.27% | −599−5.6% | Reduced |
| Hall Capital Management Co Inc | 10,150 | $530.0K | 0.31% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 10,167 | $531.0K | 0.15% | +10,167 | New |
| Oakworth Capital, Inc. | 10,189 | $532.0K | 0.05% | −269−2.6% | Reduced |
| Asset Management Corp | 10,183 | $532.0K | 0.33% | −202−1.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 10,176 | $532.0K | 0.26% | +160+1.6% | Added |
| Redhawk Wealth Advisors, Inc. | 10,179 | $532.0K | 0.14% | +5,110+100.8% | Added |
| Woodmont Investment Counsel LLC | 10,201 | $533.0K | 0.06% | +5,575+120.5% | Added |
| Arkadios Wealth Advisors | 10,217 | $534.0K | 0.07% | −3,872−27.5% | Reduced |
| Zeke Capital Advisors, LLC | 10,229 | $534.0K | 0.03% | +10,229 | New |
| Brooks, Moore & Associates, Inc. | 10,232 | $535.0K | 0.33% | −324−3.1% | Reduced |
| Washington Trust Bank | 10,240 | $536.0K | 0.06% | −2,421−19.1% | Reduced |
| Waldron Private Wealth LLC | 10,269 | $536.0K | 0.03% | −2,053−16.7% | Reduced |
| Montag A & Associates Inc | 10,254 | $536.0K | 0.03% | 00.0% | Unchanged |
| David Loasby | 9,934 | $538.0K | 0.07% | +22+0.2% | Added |
| Oak Asset Management, LLC | 10,312 | $539.0K | 0.21% | −6,575−38.9% | Reduced |