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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 13,010 | $679.0K | 0.06% | −50.0% | Reduced |
| PBMares Wealth Management LLC | 12,967 | $678.0K | 0.42% | −1,652−11.3% | Reduced |
| Ignite Planners, LLC | 12,195 | $677.0K | 0.45% | +290+2.4% | Added |
| Douglass Winthrop Advisors, LLC | 12,918 | $675.0K | 0.02% | −330−2.5% | Reduced |
| WMS Partners, LLC | 12,927 | $675.0K | 0.09% | +7,582+141.9% | Added |
| Essex Savings Bank | 12,860 | $672.0K | 0.22% | −3,189−19.9% | Reduced |
| Canandaigua National Corp | 12,829 | $670.0K | 0.10% | −49−0.4% | Reduced |
| RS Crum Inc. | 12,799 | $669.0K | 0.38% | −658−4.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 12,797 | $669.0K | 0.01% | +683+5.6% | Added |
| Tevis Investment Management | 12,766 | $667.0K | 0.60% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 12,753 | $666.0K | 0.24% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 12,716 | $664.0K | 0.26% | +1,236+10.8% | Added |
| TCW Group Inc | 12,670 | $662.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12,654 | $661.0K | 0.18% | −1,760−12.2% | Reduced |
| Wellington Shields Capital Management, LLC | 12,645 | $661.0K | 0.07% | +1,400+12.4% | Added |
| Naples Global Advisors, LLC | 12,596 | $658.0K | 0.08% | −1,500−10.6% | Reduced |
| Lafayette Investments, Inc. | 12,593 | $658.0K | 0.16% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 12,599 | $658.0K | 0.04% | +694+5.8% | Added |
| Mattern Wealth Management LLC | 12,576 | $657.0K | 0.22% | 00.0% | Unchanged |
| 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 |
| Assetmark, Inc | 12,455 | $651.0K | 0.00% | −1,635−11.6% | Reduced |
| Salvus Wealth Management, LLC | 12,395 | $648.0K | 0.50% | +323+2.7% | Added |
| Trust Co of Oklahoma | 12,345 | $645.0K | 0.25% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 12,326 | $644.0K | 0.26% | +15+0.1% | Added |
| 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 |
| 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 |
| Millennium Capital Advisors, LLC | 12,132 | $633.9K | 0.51% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 12,083 | $631.0K | 0.05% | +12,083 | New |
| 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 |
| Foundations Investment Advisors, LLC | 11,414 | $628.0K | 0.02% | +421+3.8% | 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 |
| 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 |
| Colonial River Wealth Management, LLC | 11,934 | $624.0K | 0.36% | −1,700−12.5% | Reduced |
| 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 |
| 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 |
| Brown Advisory Securities, LLC | 11,901 | $621.0K | 0.36% | 00.0% | Unchanged |
| Aspiriant, LLC | 11,877 | $620.0K | 0.03% | +11,877 | New |
| Dakota Wealth Management | 11,801 | $617.0K | 0.05% | +11,801 | New |
| 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 |
| Paragon Financial Partners, Inc. | 11,712 | $612.0K | 0.53% | +417+3.7% | Added |
| Credit Agricole S A | 11,652 | $609.0K | 0.02% | +1,594+15.8% | 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 |
| Sage Private Wealth Group, LLC | 11,595 | $606.0K | 0.59% | +69+0.6% | Added |
| 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 |
| Galvin, Gaustad & Stein, LLC | 11,561 | $604.0K | 0.05% | −6,750−36.9% | Reduced |
| Sax Wealth Advisors, LLC | 11,532 | $603.0K | 0.15% | −625−5.1% | Reduced |
| GSB Wealth Management, LLC | 11,505 | $601.0K | 0.18% | −6,221−35.1% | Reduced |
| West Bancorporation Inc | 11,438 | $598.0K | 0.37% | +4,908+75.2% | Added |
| 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 |
| Duncker Streett & Co Inc | 11,406 | $596.0K | 0.12% | −1,691−12.9% | Reduced |
| Freedom Day Solutions, LLC | 11,362 | $594.0K | 0.25% | +11,362 | New |
| 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 |
| Joel Isaacson & Co., LLC | 10,844 | $592.0K | 0.04% | 00.0% | Unchanged |
| Burney Co | 11,315 | $591.0K | 0.03% | −1,881−14.3% | Reduced |
| Inscription Capital, LLC | 11,094 | $590.0K | 0.17% | +323+3.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,270 | $589.0K | 0.27% | −870−7.2% | Reduced |
| Stonnington Group, LLC | 10,800 | $588.0K | 0.14% | +4,000+58.8% | Added |
| Powers Advisory Group, LLC | 11,235 | $587.0K | 0.41% | +119+1.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,196 | $585.0K | 0.03% | −1,762−13.6% | Reduced |
| McGinn Investment Management, Inc. | 11,150 | $583.0K | 0.39% | +11,150 | New |
| Ti-Trust, Inc | 11,109 | $580.0K | 0.53% | −1,000−8.3% | Reduced |
| 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 |
| SPC Financial, Inc. | 11,066 | $578.0K | 0.07% | +500+4.7% | Added |
| Key Client Fiduciary Advisors, LLC | 11,038 | $577.0K | 0.47% | +986+9.8% | Added |
| Fishman Jay A Ltd | 11,035 | $576.6K | 0.06% | 00.0% | Unchanged |
| MAS Advisors LLC | 11,065 | $576.0K | 0.44% | +130+1.2% | Added |
| 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 |
| MidWestOne Financial Group, Inc. | 10,944 | $572.0K | 0.12% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 10,931 | $571.1K | 0.24% | +431+4.1% | Added |
| First Horizon Advisors, Inc. | 10,928 | $571.0K | 0.03% | −4,252−28.0% | Reduced |
| 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 |
| 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 |
| 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 |
| Orca Investment Management, LLC | 10,745 | $561.0K | 0.46% | +201+1.9% | Added |