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, Q2 2022
Institutional positions in Altria Group, Inc. as of Jun 30, 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
- 1,814
- −80 vs. Q1 2022
- Shares held
- 1.07B
- +4.15M (+0.4%) vs. Q1 2022
- Total value
- $44.8B
- −$10.9B (−19.6%) vs. Q1 2022
- New holders
- 119
- 823 more added
- Sold out
- 199
- 593 more reduced
26 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spartan Planning & Wealth Management | 5 | $0 | 0.00% | −998−99.5% | Reduced |
| Clean Yield Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 12 | $0 | 0.00% | +12 | New |
| Old North State Trust, LLC | 6 | $246 | 0.22% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 32 | $1.37K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 29 | $1.61K | 0.00% | −73−71.6% | Reduced |
| HBC Financial Services, PLLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 105 | $4.00K | 0.00% | +28+36.4% | Added |
| Rise Advisors, LLC | 128 | $5.00K | 0.01% | +2+1.6% | Added |
| Dark Forest Capital Management LP | 108 | $5.00K | 0.00% | +25+30.1% | Added |
| Mizuho Securities Co. Ltd. | 124 | $6.00K | 0.00% | −601−82.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 155 | $6.00K | 0.00% | −200−56.3% | Reduced |
| NewSquare Capital LLC | 148 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 150 | $6.00K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 154 | $6.00K | 0.00% | +154 | New |
| Morton Brown Family Wealth, LLC | 151 | $6.00K | 0.00% | +151 | New |
| Raffa Wealth Management, LLC | 150 | $6.27K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 167 | $7.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 166 | $7.00K | 0.00% | +2+1.2% | Added |
| Mascoma Wealth Management LLC | 200 | $8.00K | 0.00% | −200−50.0% | Reduced |
| Interactive Financial Advisors | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 190 | $8.00K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 191 | $8.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 204 | $9.00K | 0.00% | −118,872−99.8% | Reduced |
| JNBA Financial Advisors | 225 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 225 | $9.00K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 226 | $9.00K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 212 | $9.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 227 | $9.00K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 220 | $9.19K | 0.00% | +150+214.3% | Added |
| Front Row Advisors LLC | 241 | $10.0K | 0.00% | −4−1.6% | Reduced |
| US Asset Management LLC | 250 | $10.0K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 240 | $10.0K | 0.01% | +240 | New |
| Tfo-TDC, LLC | 259 | $11.0K | 0.00% | +259 | New |
| New Millennium Group LLC | 258 | $11.0K | 0.01% | +258 | New |
| Fairfield Financial Advisors, LTD | 280 | $11.7K | 0.01% | +5+1.8% | Added |
| Cedar Mountain Advisors, LLC | 285 | $12.0K | 0.00% | −456−61.5% | Reduced |
| Private Ocean, LLC | 305 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 292 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 286 | $12.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 283 | $12.0K | 0.01% | +51+22.0% | Added |
| Tradewinds Capital Management, LLC | 300 | $13.0K | 0.00% | −732−70.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 314 | $13.0K | 0.00% | −120−27.6% | Reduced |
| NVWM, LLC | 300 | $13.0K | 0.01% | −64−17.6% | Reduced |
| Pittenger & Anderson Inc | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 308 | $13.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 308 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 306 | $13.0K | 0.00% | +306 | New |
| Winch Advisory Services, LLC | 360 | $15.0K | 0.01% | −675−65.2% | Reduced |
| Ogorek Anthony Joseph | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 391 | $16.0K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 384 | $16.0K | 0.02% | +384 | New |
| Spectrum Management Group, LLC | 416 | $17.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 396 | $17.0K | 0.00% | −4−1.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 425 | $17.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 443 | $19.0K | 0.00% | −199−31.0% | Reduced |
| Country Trust Bank | 475 | $20.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 471 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 492 | $21.0K | 0.02% | −65−11.7% | Reduced |
| IAG Wealth Partners, LLC | 499 | $21.0K | 0.01% | +7+1.4% | Added |
| Level Financial Advisors, Inc. | 500 | $21.0K | 0.02% | +500 | New |
| Ritter Daniher Financial Advisory LLC | 500 | $21.0K | 0.01% | +500 | New |
| West Paces Advisors Inc. | 517 | $21.6K | 0.01% | −297−36.5% | Reduced |
| Bellwether Advisors, LLC | 550 | $22.0K | 0.01% | −16,394−96.8% | Reduced |
| Gleason Group, Inc. | 533 | $22.0K | 0.01% | +8+1.5% | Added |
| Bromfield Sneider Wealth Advisors | 519 | $22.0K | 0.03% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 528 | $22.0K | 0.01% | +528 | New |
| Karlinski Andrew C | 555 | $23.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 551 | $23.0K | 0.01% | −2,139−79.5% | Reduced |
| Pacifica Partners Inc. | 537 | $24.0K | 0.02% | +4+0.8% | Added |
| Lumature Wealth Partners, LLC | 583 | $24.0K | 0.01% | +233+66.6% | Added |
| PSI Advisors, LLC | 595 | $25.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 588 | $25.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 587 | $25.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 634 | $26.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 616 | $26.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 590 | $26.0K | 0.01% | +3+0.5% | Added |
| WFA of San Diego, LLC | 623 | $26.0K | 0.02% | +623 | New |
| United Community Bank | 632 | $26.4K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 656 | $27.0K | 0.01% | −266−28.9% | Reduced |
| Arlington Partners LLC | 651 | $27.0K | 0.01% | +651 | New |
| AllSquare Wealth Management LLC | 701 | $29.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 695 | $29.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 701 | $29.0K | 0.01% | +5+0.7% | Added |
| Baron Financial Group, LLC | 700 | $29.2K | 0.02% | 00.0% | Unchanged |