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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 35,659 | $1.49M | 0.90% | +263+0.7% | Added |
| Essex Financial Services, Inc. | 35,751 | $1.49M | 0.17% | +585+1.7% | Added |
| Centaurus Financial, Inc. | 35,875 | $1.50M | 0.15% | +2,726+8.2% | Added |
| Davy Global Fund Management Ltd | 35,876 | $1.50M | 0.30% | +100+0.3% | Added |
| Good Life Advisors, LLC | 35,909 | $1.50M | 0.21% | +2,414+7.2% | Added |
| Poehling Capital Management, LLC | 36,009 | $1.50M | 0.57% | +4,026+12.6% | Added |
| Moors & Cabot, Inc. | 36,118 | $1.51M | 0.11% | +965+2.7% | Added |
| Valeo Financial Advisors, LLC | 36,507 | $1.52M | 0.10% | −7,848−17.7% | Reduced |
| Disciplined Equity Management, Inc. | 36,545 | $1.53M | 1.38% | +775+2.2% | Added |
| Caldwell Trust Co | 36,549 | $1.53M | 0.21% | −2,592−6.6% | Reduced |
| Berkshire Asset Management LLC | 36,828 | $1.54M | 0.10% | −1,333−3.5% | Reduced |
| Proequities, Inc. | 36,510 | $1.56M | 0.13% | +2,366+6.9% | Added |
| PDT Partners, LLC | 37,308 | $1.56M | 0.14% | +37,308 | New |
| Richard Bernstein Advisors LLC | 37,528 | $1.57M | 0.03% | +23,508+167.7% | Added |
| HB Wealth Management, LLC | 37,654 | $1.57M | 0.03% | +7,437+24.6% | Added |
| Northeast Financial Consultants Inc | 37,778 | $1.58M | 0.11% | −3,025−7.4% | Reduced |
| Welch Group, LLC | 37,840 | $1.58M | 0.10% | +1,194+3.3% | Added |
| Green Square Capital Advisors LLC | 37,944 | $1.58M | 0.29% | +204+0.5% | Added |
| Buckingham Strategic Wealth, LLC | 38,137 | $1.59M | 0.03% | +3,489+10.1% | Added |
| Weinberger Asset Management, Inc | 38,281 | $1.60M | 1.06% | +38,281 | New |
| Means Investment Co., Inc. | 38,487 | $1.61M | 0.34% | −487−1.2% | Reduced |
| Howard Capital Management Group, LLC | 38,569 | $1.61M | 0.19% | 00.0% | Unchanged |
| World Equity Group, Inc. | 38,657 | $1.61M | 0.41% | −16,037−29.3% | Reduced |
| Private Trust Co NA | 39,238 | $1.64M | 0.25% | +1,824+4.9% | Added |
| MAI Capital Management | 39,268 | $1.64M | 0.03% | +983+2.6% | Added |
| Meixler Investment Management, Ltd. | 39,467 | $1.65M | 1.89% | −11,042−21.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 39,522 | $1.65M | 0.43% | −924−2.3% | Reduced |
| Ellenbecker Investment Group | 39,559 | $1.65M | 0.51% | −3,039−7.1% | Reduced |
| Bollard Group LLC | 39,780 | $1.66M | 0.07% | +377+1.0% | Added |
| Confluence Wealth Services, Inc. | 36,972 | $1.67M | 0.73% | +2,009+5.7% | Added |
| Patton Fund Management, Inc. | 39,942 | $1.67M | 0.62% | +39,942 | New |
| Hohimer Wealth Management, LLC | 39,979 | $1.67M | 0.49% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 40,054 | $1.67M | 0.04% | −1,000−2.4% | Reduced |
| Investors Asset Management of Georgia Inc | 40,194 | $1.68M | 0.87% | −201−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 40,361 | $1.69M | 0.10% | +1,495+3.8% | Added |
| Mill Capital Management, LLC | 40,535 | $1.69M | 0.19% | −5,750−12.4% | Reduced |
| Compagnie Lombard Odier SCmA | 40,900 | $1.71M | 0.04% | −2,160−5.0% | Reduced |
| BBR Partners, LLC | 40,948 | $1.71M | 0.20% | 00.0% | Unchanged |
| Pensionfund Sabic | 41,000 | $1.71M | 0.55% | −4,000−8.9% | Reduced |
| Simmons Bank | 41,031 | $1.71M | 0.15% | +1,293+3.3% | Added |
| Shell Asset Management Co | 41,271 | $1.72M | 0.05% | +752+1.9% | Added |
| Strategic Wealth Advisors Group, LLC | 41,263 | $1.72M | 0.07% | +16,218+64.8% | Added |
| OmniStar Financial Group, Inc. | 41,789 | $1.75M | 1.93% | +876+2.1% | Added |
| Koshinski Asset Management, Inc. | 42,115 | $1.76M | 0.17% | +2,899+7.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 42,198 | $1.76M | 0.03% | +2,133+5.3% | Added |
| JB Capital LLC | 42,238 | $1.76M | 0.19% | +3,026+7.7% | Added |
| Vestcor Inc | 42,292 | $1.77M | 0.07% | +13,230+45.5% | Added |
| Independence Bank of Kentucky | 42,706 | $1.78M | 0.80% | −222−0.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 42,939 | $1.79M | 0.42% | +4,780+12.5% | Added |
| FineMark National Bank & Trust | 43,116 | $1.80M | 0.08% | +3,776+9.6% | Added |
| Tufton Capital Management | 43,318 | $1.81M | 0.34% | +100.0% | Added |
| Prospera Financial Services Inc | 43,588 | $1.82M | 0.09% | −6,676−13.3% | Reduced |
| Hayek Kallen Investment Management | 43,762 | $1.83M | 0.80% | −750−1.7% | Reduced |
| Spreng Capital Management, Inc. | 44,399 | $1.84M | 1.37% | +70.0% | Added |
| Verdence Capital Advisors LLC | 44,335 | $1.85M | 0.24% | −2,286−4.9% | Reduced |
| Murphy Capital Management Inc | 44,474 | $1.86M | 0.26% | −22,264−33.4% | Reduced |
| NBT Bank N A | 44,851 | $1.87M | 0.29% | −250−0.6% | Reduced |
| Western Wealth Management, LLC | 45,024 | $1.88M | 0.11% | −3,034−6.3% | Reduced |
| Affinity Investment Advisors, LLC | 45,126 | $1.89M | 0.92% | +726+1.6% | Added |
| North Star Asset Management Inc | 45,275 | $1.89M | 0.12% | −1,090−2.4% | Reduced |
| Silvercrest Asset Management Group LLC | 45,948 | $1.92M | 0.01% | −4,319−8.6% | Reduced |
| Tyler-Stone Wealth Management | 46,025 | $1.92M | 1.28% | +231+0.5% | Added |
| Fred Alger Management, LLC | 46,098 | $1.93M | 0.01% | +9,302+25.3% | Added |
| Seeyond | 46,322 | $1.93M | 0.22% | −928−2.0% | Reduced |
| Hilltop Holdings Inc. | 46,286 | $1.93M | 0.26% | +7,938+20.7% | Added |
| Leelyn Smith, LLC | 46,406 | $1.94M | 0.50% | +2,999+6.9% | Added |
| DuPont Capital Management Corp | 46,416 | $1.94M | 0.09% | −6,117−11.6% | Reduced |
| Trust Co of Vermont | 46,553 | $1.95M | 0.15% | +3,024+6.9% | Added |
| Fisher Asset Management, LLC | 46,688 | $1.95M | 0.00% | +3,673+8.5% | Added |
| Hartford Financial Management Inc. | 46,769 | $1.95M | 0.54% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 46,945 | $1.96M | 0.16% | +457+1.0% | Added |
| ICA Group Wealth Management, LLC | 43,140 | $1.96M | 0.37% | −2,500−5.5% | Reduced |
| Demars Financial Group, LLC | 47,076 | $1.97M | 1.12% | +47,076 | New |
| Sante Capital Fund, LP | 47,548 | $1.99M | 7.22% | −30,458−39.0% | Reduced |
| FORA Capital, LLC | 47,915 | $2.00M | 0.40% | +8,491+21.5% | Added |
| Waters Parkerson & Co., LLC | 48,193 | $2.01M | 0.13% | −500−1.0% | Reduced |
| Wealth Advisors of Iowa, LLC | 42,948 | $2.02M | 0.53% | +21,639+101.5% | Added |
| Doliver Advisors, LP | 48,696 | $2.03M | 0.72% | +6,093+14.3% | Added |
| Financial Partners Capital Management LLC | 48,738 | $2.04M | 0.44% | 00.0% | Unchanged |
| X-Square Capital, LLC | 48,833 | $2.04M | 1.23% | +446+0.9% | Added |
| Amica Mutual Insurance Co | 48,927 | $2.04M | 0.26% | +6,783+16.1% | Added |
| Brightworth | 48,959 | $2.04M | 0.22% | +1,385+2.9% | Added |
| TD Waterhouse Canada Inc. | 46,535 | $2.05M | 0.02% | +4,577+10.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 49,300 | $2.06M | 0.38% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 49,350 | $2.06M | 0.06% | +7,455+17.8% | Added |
| HM Payson & Co | 49,371 | $2.06M | 0.05% | −1,877−3.7% | Reduced |
| Dorsey Wright & Associates | 49,364 | $2.06M | 0.60% | +49,364 | New |
| Synergy Financial Management, LLC | 49,482 | $2.07M | 0.55% | +40,760+467.3% | Added |
| Investmark Advisory Group LLC | 49,974 | $2.09M | 2.06% | +1,644+3.4% | Added |
| CSS LLC | 50,000 | $2.09M | 0.10% | −5,400−9.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,789 | $2.12M | 0.00% | +22,405+78.9% | Added |
| Spears Abacus Advisors LLC | 51,138 | $2.14M | 0.19% | +31,803+164.5% | Added |
| Advisor Partners LLC | 51,448 | $2.15M | 0.15% | −2,620−4.8% | Reduced |
| Cohen Klingenstein LLC | 51,479 | $2.15M | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 51,785 | $2.16M | 0.10% | −3,130−5.7% | Reduced |
| Clearstead Advisors, LLC | 51,907 | $2.17M | 0.17% | −447−0.9% | Reduced |
| Argent Trust Co | 51,935 | $2.17M | 0.15% | +10,633+25.7% | Added |
| Loudon Investment Management, LLC | 51,942 | $2.17M | 1.63% | +3,363+6.9% | Added |
| Roosevelt Investment Group LLC | 52,241 | $2.18M | 0.16% | +1,473+2.9% | Added |
| Salem Investment Counselors Inc | 51,457 | $2.19M | 0.10% | +68+0.1% | Added |