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 |
|---|---|---|---|---|---|
| Cypress Wealth Services, LLC | 10,338 | $540.0K | 0.15% | +390+3.9% | Added |
| Gilbert & Cook, Inc. | 10,360 | $541.0K | 0.09% | +239+2.4% | Added |
| Hancock Whitney Corp | 10,339 | $541.0K | 0.02% | +1,858+21.9% | Added |
| Cladis Investment Advisory, LLC | 10,400 | $543.4K | 0.44% | +2,800+36.8% | Added |
| Flputnam Investment Management Co | 10,409 | $544.0K | 0.02% | +1,334+14.7% | Added |
| Interchange Capital Partners, LLC | 10,465 | $546.0K | 0.56% | −78−0.7% | Reduced |
| Indie Asset Partners, LLC | 10,465 | $547.0K | 0.41% | +1,024+10.8% | Added |
| Montecito Bank & Trust | 10,525 | $550.0K | 0.10% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 10,528 | $550.0K | 0.00% | +10,528 | New |
| Financial Advisory Service, Inc. | 10,547 | $551.0K | 0.05% | −746−6.6% | Reduced |
| My Legacy Advisors, LLC | 10,540 | $551.0K | 0.26% | +10,540 | New |
| Pathstone Family Office, LLC | 9,949 | $553.0K | 0.01% | −2,162−17.9% | Reduced |
| Investors Research Corp | 10,575 | $553.0K | 0.16% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 10,631 | $555.0K | 0.03% | −4,205−28.3% | Reduced |
| Forum Financial Management, LP | 10,646 | $556.0K | 0.03% | +7+0.1% | Added |
| C2C Wealth Management, LLC | 10,052 | $556.0K | 0.09% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,680 | $558.0K | 0.16% | 00.0% | Unchanged |
| Summit Financial Group Inc | 10,715 | $560.0K | 0.19% | −250−2.3% | Reduced |
| St. Louis Trust Co | 10,700 | $560.0K | 0.12% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 10,745 | $561.0K | 0.46% | +201+1.9% | Added |
| Brewin Dolphin Wealth Management Ltd | 10,755 | $562.0K | 0.06% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10,746 | $562.0K | 0.14% | +8,224+326.1% | Added |
| Accurate Wealth Management, LLC | 10,770 | $563.0K | 0.25% | +2,526+30.6% | Added |
| Aptus Capital Advisors, LLC | 10,587 | $563.0K | 0.02% | +2,781+35.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 10,796 | $564.0K | 0.15% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 10,796 | $564.0K | 0.10% | 00.0% | Unchanged |
| TFC Financial Management | 10,800 | $564.0K | 0.16% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10,928 | $571.0K | 0.03% | −4,252−28.0% | Reduced |
| MSH Capital Advisors LLC | 10,931 | $571.1K | 0.24% | +431+4.1% | Added |
| MidWestOne Financial Group, Inc. | 10,944 | $572.0K | 0.12% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 10,982 | $574.0K | 0.47% | +110+1.0% | Added |
| Linscomb & Williams, Inc. | 10,999 | $574.0K | 0.03% | +178+1.6% | Added |
| Gradient Investments LLC | 10,988 | $574.0K | 0.01% | +1,248+12.8% | Added |
| MAS Advisors LLC | 11,065 | $576.0K | 0.44% | +130+1.2% | Added |
| Fishman Jay A Ltd | 11,035 | $576.6K | 0.06% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 11,038 | $577.0K | 0.47% | +986+9.8% | Added |
| SPC Financial, Inc. | 11,066 | $578.0K | 0.07% | +500+4.7% | Added |
| Cito Capital Group, LLC | 10,900 | $579.0K | 0.26% | 00.0% | Unchanged |
| Qtron Investments LLC | 11,086 | $579.0K | 0.13% | 00.0% | Unchanged |
| Ti-Trust, Inc | 11,109 | $580.0K | 0.53% | −1,000−8.3% | Reduced |
| McGinn Investment Management, Inc. | 11,150 | $583.0K | 0.39% | +11,150 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,196 | $585.0K | 0.03% | −1,762−13.6% | Reduced |
| Powers Advisory Group, LLC | 11,235 | $587.0K | 0.41% | +119+1.1% | Added |
| Stonnington Group, LLC | 10,800 | $588.0K | 0.14% | +4,000+58.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,270 | $589.0K | 0.27% | −870−7.2% | Reduced |
| Inscription Capital, LLC | 11,094 | $590.0K | 0.17% | +323+3.0% | Added |
| Burney Co | 11,315 | $591.0K | 0.03% | −1,881−14.3% | Reduced |
| Joel Isaacson & Co., LLC | 10,844 | $592.0K | 0.04% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 11,345 | $593.0K | 0.05% | +1,918+20.3% | Added |
| Moneta Group Investment Advisors LLC | 11,349 | $593.0K | 0.02% | +3,141+38.3% | Added |
| Freedom Day Solutions, LLC | 11,362 | $594.0K | 0.25% | +11,362 | New |
| Duncker Streett & Co Inc | 11,406 | $596.0K | 0.12% | −1,691−12.9% | Reduced |
| Conning Inc. | 11,432 | $597.0K | 0.02% | +980+9.4% | Added |
| Doyle Wealth Management | 11,422 | $597.0K | 0.04% | +1,935+20.4% | Added |
| West Bancorporation Inc | 11,438 | $598.0K | 0.37% | +4,908+75.2% | Added |
| GSB Wealth Management, LLC | 11,505 | $601.0K | 0.18% | −6,221−35.1% | Reduced |
| Sax Wealth Advisors, LLC | 11,532 | $603.0K | 0.15% | −625−5.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 11,561 | $604.0K | 0.05% | −6,750−36.9% | Reduced |
| Pinnacle Private Wealth, LLC | 11,580 | $605.0K | 0.19% | −557−4.6% | Reduced |
| Staley Capital Advisers Inc | 11,578 | $605.0K | 0.03% | −50−0.4% | Reduced |
| Guardian Capital Advisors LP | 11,025 | $605.0K | 0.06% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 11,581 | $605.0K | 0.39% | +1,478+14.6% | Added |
| Sage Private Wealth Group, LLC | 11,595 | $606.0K | 0.59% | +69+0.6% | Added |
| Optimum Investment Advisors | 11,613 | $607.0K | 0.26% | −250−2.1% | Reduced |
| Monarch Capital Management Inc | 11,623 | $607.0K | 0.16% | +60+0.5% | Added |
| Cutter & CO Brokerage, Inc. | 11,609 | $607.0K | 0.18% | +145+1.3% | Added |
| Girard Partners Ltd. | 11,628 | $607.0K | 0.07% | +3,280+39.3% | Added |
| Credit Agricole S A | 11,652 | $609.0K | 0.02% | +1,594+15.8% | Added |
| Paragon Financial Partners, Inc. | 11,712 | $612.0K | 0.53% | +417+3.7% | Added |
| Capital City Trust Co | 11,790 | $616.0K | 0.18% | +140+1.2% | Added |
| BMS Financial Advisors, LLC | 11,786 | $616.0K | 0.39% | +453+4.0% | Added |
| Schnieders Capital Management LLC | 11,796 | $616.0K | 0.15% | +3,859+48.6% | Added |
| Dakota Wealth Management | 11,801 | $617.0K | 0.05% | +11,801 | New |
| Aspiriant, LLC | 11,877 | $620.0K | 0.03% | +11,877 | New |
| Brown Advisory Securities, LLC | 11,901 | $621.0K | 0.36% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 11,898 | $622.0K | 0.14% | −15−0.1% | Reduced |
| HNP Capital LLC | 11,913 | $622.0K | 0.15% | 00.0% | Unchanged |
| Patten & Patten Inc | 11,898 | $622.0K | 0.05% | +8+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 11,914 | $623.0K | 0.07% | −1,085−8.3% | Reduced |
| Wealth Architects, LLC | 11,924 | $623.0K | 0.11% | +1,041+9.6% | Added |
| Colonial River Wealth Management, LLC | 11,934 | $624.0K | 0.36% | −1,700−12.5% | Reduced |
| Cross Staff Investments Inc | 11,970 | $625.0K | 0.58% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 11,968 | $625.0K | 0.11% | +1,012+9.2% | Added |
| Farmers & Merchants Investments Inc | 12,002 | $627.0K | 0.02% | −80−0.7% | Reduced |
| Aaron Wealth Advisors | 32,760 | $627.0K | 0.01% | +32,760 | New |
| Foundations Investment Advisors, LLC | 11,414 | $628.0K | 0.02% | +421+3.8% | Added |
| Covenant Partners, LLC | 12,038 | $629.0K | 0.25% | −5,854−32.7% | Reduced |
| BKD Wealth Advisors, LLC | 12,035 | $629.0K | 0.03% | −41−0.3% | Reduced |
| Parsons Capital Management Inc | 12,083 | $631.0K | 0.05% | +12,083 | New |
| Millennium Capital Advisors, LLC | 12,132 | $633.9K | 0.51% | 00.0% | Unchanged |
| United Bank | 12,217 | $638.0K | 0.08% | −1,504−11.0% | Reduced |
| Laird Norton Trust Company, LLC | 12,226 | $638.0K | 0.06% | −604−4.7% | Reduced |
| Spirit of America Management Corp | 12,250 | $640.0K | 0.13% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 12,045 | $640.0K | 0.19% | +103+0.9% | Added |
| Atlas Brown,Inc. | 12,326 | $644.0K | 0.26% | +15+0.1% | Added |
| Trust Co of Oklahoma | 12,345 | $645.0K | 0.25% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 12,395 | $648.0K | 0.50% | +323+2.7% | Added |
| Assetmark, Inc | 12,455 | $651.0K | 0.00% | −1,635−11.6% | Reduced |
| Capital Analysts, LLC | 12,501 | $653.0K | 0.04% | +743+6.3% | Added |
| CTC Capital Management, LLC | 12,500 | $653.0K | 1.76% | +12,500 | New |