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 |
|---|---|---|---|---|---|
| Narwhal Capital Management | 26,985 | $1.41M | 0.17% | +896+3.4% | Added |
| Close Asset Management Ltd | 29,589 | $1.40M | 0.05% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 26,803 | $1.40M | 0.43% | +43+0.2% | Added |
| Atlantic Union Bankshares Corp | 26,754 | $1.40M | 0.12% | −311−1.1% | Reduced |
| AdvisorNet Financial, Inc | 26,656 | $1.39M | 0.09% | +991+3.9% | Added |
| Wedgewood Investors Inc | 26,562 | $1.39M | 1.68% | −200−0.7% | Reduced |
| Citizens Financial Group Inc | 26,457 | $1.38M | 0.05% | −93−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 26,415 | $1.38M | 0.12% | +4,420+20.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 26,389 | $1.38M | 0.06% | −529−2.0% | Reduced |
| Taylor Hoffman Wealth Management | 26,368 | $1.38M | 0.55% | 00.0% | Unchanged |
| Burleson & Company, LLC | 26,192 | $1.37M | 0.22% | +90.0% | Added |
| Integrated Advisors Network LLC | 26,157 | $1.37M | 0.08% | +6,767+34.9% | Added |
| Parallel Advisors, LLC | 26,164 | $1.36M | 0.05% | +5,126+24.4% | Added |
| Fortem Financial Group, LLC | 25,902 | $1.35M | 0.59% | +5,664+28.0% | Added |
| FinTrust Capital Advisors, LLC | 25,881 | $1.35M | 0.31% | +17,769+219.0% | Added |
| Coastal Investment Advisors, Inc. | 25,784 | $1.35M | 0.27% | +708+2.8% | Added |
| Balentine LLC | 25,778 | $1.35M | 0.05% | +7,392+40.2% | Added |
| Traynor Capital Management, Inc. | 25,754 | $1.34M | 0.17% | −22−0.1% | Reduced |
| Profund Advisors LLC | 25,693 | $1.34M | 0.06% | −3,594−12.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 25,692 | $1.34M | 0.62% | +833+3.4% | Added |
| Paradigm Capital Management, LLC | 25,667 | $1.34M | 1.35% | +1,726+7.2% | Added |
| Elevated Capital Advisors, LLC | 25,599 | $1.34M | 0.44% | +25,599 | New |
| Ritholtz Wealth Management | 25,420 | $1.33M | 0.09% | +8,554+50.7% | Added |
| Kings Point Capital Management | 25,205 | $1.32M | 0.11% | −1,197−4.5% | Reduced |
| Crescent Grove Advisors, LLC | 24,747 | $1.31M | 0.13% | +2,415+10.8% | Added |
| Flagship Harbor Advisors, LLC | 25,133 | $1.31M | 0.13% | +1,349+5.7% | Added |
| Strategic Wealth Advisors Group, LLC | 25,045 | $1.31M | 0.05% | +5,217+26.3% | Added |
| Welch & Forbes LLC | 24,948 | $1.30M | 0.02% | −79−0.3% | Reduced |
| Intersect Capital LLC | 24,924 | $1.30M | 0.25% | +5,154+26.1% | Added |
| Fiduciary Trust Co | 24,764 | $1.29M | 0.02% | +1,483+6.4% | Added |
| Smith, Moore & Co. | 24,686 | $1.29M | 0.18% | −248−1.0% | Reduced |
| Rehmann Capital Advisory Group | 24,578 | $1.28M | 0.12% | +2,046+9.1% | Added |
| Tectonic Advisors LLC | 24,474 | $1.28M | 0.22% | +4,187+20.6% | Added |
| LS Investment Advisors, LLC | 24,443 | $1.28M | 0.20% | −55−0.2% | Reduced |
| First Hawaiian Bank | 24,348 | $1.27M | 0.04% | +4,404+22.1% | Added |
| Intrust Bank NA | 24,203 | $1.26M | 0.16% | +3,612+17.5% | Added |
| Man Group plc | 24,178 | $1.26M | 0.00% | +24,178 | New |
| Excalibur Management Corp | 23,815 | $1.24M | 0.54% | −137−0.6% | Reduced |
| People's United Financial, Inc. | 23,679 | $1.24M | 0.04% | −2,287−8.8% | Reduced |
| Institutional & Family Asset Management, LLC | 23,680 | $1.24M | 0.20% | +29+0.1% | Added |
| Griffin Asset Management, Inc. | 23,624 | $1.23M | 0.16% | −961−3.9% | Reduced |
| Steel Peak Wealth Management LLC | 23,591 | $1.23M | 0.08% | +1,996+9.2% | Added |
| CoreCap Advisors, LLC | 23,521 | $1.23M | 0.08% | +7,812+49.7% | Added |
| Cheviot Value Management, LLC | 23,485 | $1.23M | 0.26% | +13,277+130.1% | Added |
| Virtu Financial LLC | 23,465 | $1.23M | 0.09% | −8,791−27.3% | Reduced |
| Certified Advisory Corp | 23,465 | $1.23M | 0.26% | +54+0.2% | Added |
| Focused Wealth Management, Inc | 23,454 | $1.23M | 0.19% | +692+3.0% | Added |
| Next Level Private LLC | 23,425 | $1.22M | 0.99% | +1,046+4.7% | Added |
| Manhattan West Asset Management, LLC | 23,388 | $1.22M | 0.66% | +18,757+405.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 23,313 | $1.22M | 0.05% | +726+3.2% | Added |
| Ameritas Investment Partners, Inc. | 23,258 | $1.22M | 0.04% | −824−3.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 23,224 | $1.21M | 0.02% | +859+3.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 23,138 | $1.21M | 0.04% | +611+2.7% | Added |
| Nwam LLC | 23,129 | $1.21M | 0.09% | +1,115+5.1% | Added |
| Intrepid Capital Management Inc | 23,000 | $1.20M | 0.72% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 22,961 | $1.20M | 0.17% | +261+1.1% | Added |
| Rossmore Private Capital | 22,952 | $1.20M | 0.19% | −71−0.3% | Reduced |
| GM Advisory Group, Inc. | 22,918 | $1.20M | 0.14% | +550+2.5% | Added |
| One Capital Management, LLC | 22,854 | $1.19M | 0.06% | −592−2.5% | Reduced |
| ICW Investment Advisors LLC | 22,843 | $1.19M | 0.69% | +205+0.9% | Added |
| Savant Capital, LLC | 22,854 | $1.19M | 0.04% | +1,018+4.7% | Added |
| CoreFirst Bank & Trust | 22,828 | $1.19M | 0.82% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 21,848 | $1.19M | 0.56% | −2,323−9.6% | Reduced |
| Capital CS Group, LLC | 22,723 | $1.19M | 1.03% | 00.0% | Unchanged |
| Knoll Capital Management, LLC | 22,700 | $1.19M | 0.74% | 00.0% | Unchanged |
| CenterBook Partners LP | 22,545 | $1.18M | 0.42% | +22,545 | New |
| Sandy Spring Bank | 22,494 | $1.18M | 0.06% | −850−3.6% | Reduced |
| Accretive Wealth Partners, LLC | 22,424 | $1.17M | 0.74% | +3,480+18.4% | Added |
| Enterprise Trust & Investment Co | 22,350 | $1.17M | 0.42% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 22,318 | $1.17M | 0.08% | −2,633−10.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,320 | $1.17M | 0.13% | 00.0% | Unchanged |
| Colony Group LLC | 22,262 | $1.16M | 0.02% | +1,675+8.1% | Added |
| Mission Wealth Management, LP | 22,174 | $1.16M | 0.05% | +244+1.1% | Added |
| Ziegler Capital Management, LLC | 21,822 | $1.16M | 0.05% | +891+4.3% | Added |
| Mogy Joel R Investment Counsel Inc | 22,080 | $1.15M | 0.09% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 22,094 | $1.15M | 0.04% | +1,314+6.3% | Added |
| FRG Family Wealth Advisors LLC | 22,067 | $1.15M | 0.22% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 22,011 | $1.15M | 0.45% | +844+4.0% | Added |
| Wright Investors Service Inc | 21,910 | $1.15M | 0.28% | +1,120+5.4% | Added |
| Moser Wealth Advisors, LLC | 21,854 | $1.14M | 0.71% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 21,667 | $1.13M | 0.92% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 21,580 | $1.13M | 1.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 21,553 | $1.13M | 0.15% | −4,139−16.1% | Reduced |
| XML Financial, LLC | 21,468 | $1.12M | 0.13% | −454−2.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 21,436 | $1.12M | 0.38% | −130−0.6% | Reduced |
| Empirical Finance, LLC | 21,361 | $1.12M | 0.13% | +138+0.7% | Added |
| Wealth Advisors of Iowa, LLC | 21,309 | $1.11M | 0.56% | +7,691+56.5% | Added |
| Sawtooth Solutions, LLC | 21,221 | $1.11M | 0.14% | −3,521−14.2% | Reduced |
| Wealthspire Advisors, LLC | 21,164 | $1.11M | 0.02% | −10,460−33.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,073 | $1.10M | 0.70% | −30−0.1% | Reduced |
| Forte Capital LLC | 23,209 | $1.10M | 0.14% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 20,997 | $1.10M | 0.04% | −1,650−7.3% | Reduced |
| Dodge & Cox | 21,000 | $1.10M | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 20,769 | $1.08M | 0.17% | +824+4.1% | Added |
| Point72 Europe (London) LLP | 20,656 | $1.08M | 0.40% | −153,584−88.1% | Reduced |
| Sowell Financial Services LLC | 20,602 | $1.08M | 0.19% | −68,323−76.8% | Reduced |
| Fundamentun, LLC | 20,515 | $1.07M | 0.18% | +2,092+11.4% | Added |
| Viewpoint Capital Management LLC | 20,497 | $1.07M | 0.83% | −965−4.5% | Reduced |
| Samalin Investment Counsel, LLC | 20,496 | $1.07M | 0.65% | +431+2.1% | Added |
| Klingenstein Fields & Co LP | 20,456 | $1.07M | 0.05% | −4,993−19.6% | Reduced |