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 |
|---|---|---|---|---|---|
| Edmp, Inc. | 78,843 | $4.12M | 3.87% | +8,865+12.7% | Added |
| Sante Capital Fund, LP | 78,006 | $4.08M | 4.55% | +78,006 | New |
| Shilanski & Associates, Inc. | 77,356 | $4.04M | 1.70% | +1,806+2.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 76,799 | $4.01M | 0.36% | −71−0.1% | Reduced |
| Heritage Investors Management Corp | 76,661 | $4.01M | 0.16% | −27,589−26.5% | Reduced |
| Cresset Asset Management, LLC | 75,011 | $3.99M | 0.04% | +6,472+9.4% | Added |
| Greylin Investment Mangement Inc | 75,933 | $3.97M | 0.68% | −215−0.3% | Reduced |
| Mutual Advisors, LLC | 75,586 | $3.95M | 0.22% | +282+0.4% | Added |
| Heritage Trust Co | 75,360 | $3.94M | 0.56% | −129−0.2% | Reduced |
| Concorde Asset Management, LLC | 75,146 | $3.93M | 2.61% | +19,730+35.6% | Added |
| Formidable Asset Management, LLC | 74,563 | $3.90M | 0.75% | +8,868+13.5% | Added |
| Peapack Gladstone Financial Corp | 74,199 | $3.88M | 0.08% | −6,830−8.4% | Reduced |
| Brookstone Capital Management | 70,900 | $3.86M | 0.08% | +15,947+29.0% | Added |
| Clark Estates Inc | 73,800 | $3.86M | 0.61% | −10,100−12.0% | Reduced |
| Cerity Partners LLC | 73,624 | $3.85M | 0.06% | +3,664+5.2% | Added |
| Meyer Handelman Co | 72,682 | $3.80M | 0.15% | 00.0% | Unchanged |
| Veritable, L.P. | 72,578 | $3.79M | 0.06% | +18,490+34.2% | Added |
| Haverford Trust Co | 71,896 | $3.76M | 0.04% | −4,654−6.1% | Reduced |
| Fernwood Investment Management, LLC | 71,856 | $3.75M | 1.32% | −846−1.2% | Reduced |
| Lavaca Capital LLC | 71,645 | $3.74M | 1.60% | −35,376−33.1% | Reduced |
| Marcum Wealth, LLC | 71,457 | $3.73M | 0.52% | +903+1.3% | Added |
| Capital International Sarl | 71,286 | $3.73M | 0.18% | +370+0.5% | Added |
| FDx Advisors, Inc. | 71,215 | $3.72M | 0.13% | +443+0.6% | Added |
| Ascent Group, LLC | 70,767 | $3.70M | 0.43% | +6,617+10.3% | Added |
| Equitable Holdings, Inc. | 70,696 | $3.69M | 0.06% | +5,647+8.7% | Added |
| Tiaa, FSB | 70,665 | $3.69M | 0.01% | −1,182−1.6% | Reduced |
| Hollencrest Capital Management | 70,473 | $3.68M | 0.33% | +118+0.2% | Added |
| Community Bank & Trust, Waco, Texas | 70,387 | $3.68M | 1.05% | +2,879+4.3% | Added |
| First Heartland Consultants, Inc. | 69,426 | $3.63M | 0.56% | +36,697+112.1% | Added |
| Glenview Trust Co | 68,989 | $3.60M | 0.12% | −3,609−5.0% | Reduced |
| Siena Capital LLC | 68,881 | $3.60M | 2.03% | −3,775−5.2% | Reduced |
| Arnhold LLC | 67,695 | $3.54M | 0.40% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 67,408 | $3.52M | 0.19% | −89−0.1% | Reduced |
| Oxbow Advisors, LLC | 67,244 | $3.51M | 0.35% | +2,958+4.6% | Added |
| Associated Banc-Corp | 67,070 | $3.50M | 0.13% | −927−1.4% | Reduced |
| Cornercap Investment Counsel Inc | 66,848 | $3.49M | 0.39% | +1,790+2.8% | Added |
| Axxcess Wealth Management, LLC | 66,835 | $3.49M | 0.28% | −46,186−40.9% | Reduced |
| Murphy Capital Management Inc | 66,738 | $3.49M | 0.40% | −2,852−4.1% | Reduced |
| Bryn Mawr Trust Co | 66,590 | $3.48M | 0.14% | +93+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 66,078 | $3.45M | 0.04% | +66,078 | New |
| Kinloch Capital, LLC | 65,958 | $3.45M | 2.06% | +1,555+2.4% | Added |
| IndexIQ Advisors LLC | 65,549 | $3.42M | 0.12% | +65,549 | New |
| SG Americas Securities, LLC | 65,374 | $3.42M | 0.03% | −203,946−75.7% | Reduced |
| Cornerstone Wealth Group, LLC | 65,065 | $3.40M | 0.62% | +8,610+15.3% | Added |
| Raymond James Trust N.A. | 65,005 | $3.40M | 0.10% | −3,036−4.5% | Reduced |
| Heritage Wealth Advisors | 64,865 | $3.39M | 0.19% | −2,315−3.4% | Reduced |
| Park Circle Co | 64,750 | $3.38M | 2.83% | 00.0% | Unchanged |
| Bessemer Group Inc | 63,979 | $3.34M | 0.01% | +5,314+9.1% | Added |
| Verus Financial Partners, Inc. | 60,859 | $3.34M | 0.47% | +260.0% | Added |
| Capital Square, LLC | 63,850 | $3.34M | 2.38% | +807+1.3% | Added |
| First National Trust Co | 63,449 | $3.31M | 0.17% | +217+0.3% | Added |
| MUFG Americas Holdings Corp | 62,874 | $3.29M | 0.06% | −689−1.1% | Reduced |
| Avantax Planning Partners, Inc. | 62,694 | $3.28M | 0.13% | +11,169+21.7% | Added |
| Winning Points Advisors, LLC | 62,688 | $3.28M | 2.54% | +43,465+226.1% | Added |
| Citizens National Bank Trust Department | 58,911 | $3.27M | 1.32% | −100−0.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 61,828 | $3.23M | 0.44% | +8,477+15.9% | Added |
| Whittier Trust Co of Nevada Inc | 61,765 | $3.23M | 0.12% | −600−1.0% | Reduced |
| CX Institutional | 60,553 | $3.16M | 0.25% | −20,345−25.1% | Reduced |
| Stratos Wealth Partners, LTD. | 60,281 | $3.15M | 0.07% | +159+0.3% | Added |
| Lincoln National Corp | 60,247 | $3.15M | 0.07% | +7,963+15.2% | Added |
| SeaCrest Wealth Management, LLC | 59,907 | $3.13M | 0.36% | +2,371+4.1% | Added |
| Meitav Dash Investments Ltd | 60,007 | $3.13M | 0.05% | −15,593−20.6% | Reduced |
| Merit Financial Group, LLC | 59,219 | $3.09M | 0.19% | +578+1.0% | Added |
| Dana Investment Advisors, Inc. | 58,576 | $3.06M | 0.14% | −543−0.9% | Reduced |
| Meritage Portfolio Management | 58,411 | $3.05M | 0.19% | +817+1.4% | Added |
| Trust Co of Virginia | 58,284 | $3.05M | 0.32% | −1,875−3.1% | Reduced |
| Allworth Financial LP | 58,262 | $3.04M | 0.04% | +6,642+12.9% | Added |
| Johnson Investment Counsel Inc | 57,177 | $3.04M | 0.04% | −331−0.6% | Reduced |
| L2 Asset Management, LLC | 57,990 | $3.03M | 1.89% | +5,644+10.8% | Added |
| Deltec Asset Management LLC | 57,621 | $3.01M | 0.51% | −1,866−3.1% | Reduced |
| Wintrust Investments LLC | 57,512 | $3.00M | 0.29% | −738−1.3% | Reduced |
| Pinnacle Associates Ltd | 56,745 | $2.96M | 0.05% | +66+0.1% | Added |
| Ancora Advisors, LLC | 56,697 | $2.96M | 0.07% | −764−1.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 56,248 | $2.94M | 0.01% | +7,521+15.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 56,130 | $2.93M | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 55,078 | $2.92M | 0.23% | +55,078 | New |
| Clear Street Markets LLC | 55,647 | $2.91M | 0.87% | −111,346−66.7% | Reduced |
| Edgar Lomax Co | 55,640 | $2.91M | 0.17% | 00.0% | Unchanged |
| CSS LLC | 55,400 | $2.90M | 0.12% | −138,700−71.5% | Reduced |
| Corient Capital Partners, LLC | 55,366 | $2.89M | 0.19% | +6,955+14.4% | Added |
| Parthenon LLC | 55,295 | $2.89M | 0.42% | 00.0% | Unchanged |
| JustInvest LLC | 54,915 | $2.87M | 0.14% | +22,468+69.2% | Added |
| World Equity Group, Inc. | 54,694 | $2.86M | 0.62% | +54,694 | New |
| Psagot Value Holdings Ltd. / (Israel) | 54,500 | $2.85M | 0.63% | −1,000−1.8% | Reduced |
| Advisor Partners LLC | 54,068 | $2.83M | 0.18% | +3,689+7.3% | Added |
| Roundview Capital LLC | 53,963 | $2.82M | 0.29% | +2,686+5.2% | Added |
| South State Corp. | 53,892 | $2.82M | 0.22% | +3,241+6.4% | Added |
| TD Private Client Wealth LLC | 53,836 | $2.81M | 0.12% | +6,381+13.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 53,814 | $2.81M | 0.25% | +6,445+13.6% | Added |
| Cypress Capital Group | 53,651 | $2.80M | 0.35% | +2,482+4.9% | Added |
| WealthPLAN Partners, LLC | 50,415 | $2.80M | 0.19% | −228,804−81.9% | Reduced |
| WealthPlan Investment Management, LLC | 50,415 | $2.80M | 0.19% | +50,415 | New |
| Federation des caisses Desjardins du Quebec | 53,569 | $2.80M | 0.03% | −3,089−5.5% | Reduced |
| DuPont Capital Management Corp | 52,533 | $2.75M | 0.11% | −7,906−13.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 52,524 | $2.74M | 0.15% | −3,761−6.7% | Reduced |
| Clearstead Advisors, LLC | 52,354 | $2.73M | 0.19% | +1,190+2.3% | Added |
| Cohen Klingenstein LLC | 51,479 | $2.69M | 0.11% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 51,389 | $2.69M | 0.11% | −28,180−35.4% | Reduced |
| HM Payson & Co | 51,248 | $2.68M | 0.06% | +566+1.1% | Added |
| D L Carlson Investment Group Inc | 51,172 | $2.67M | 0.44% | +51,172 | New |