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 |
|---|---|---|---|---|---|
| Summit Financial Group Inc | 10,690 | $446.0K | 0.17% | −25−0.2% | Reduced |
| SkyOak Wealth, LLC | 10,680 | $446.0K | 0.15% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 10,683 | $446.0K | 0.08% | +323+3.1% | Added |
| St. Louis Trust Co | 10,700 | $447.0K | 0.10% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 10,740 | $449.0K | 0.15% | −765−6.6% | Reduced |
| Inscription Capital, LLC | 10,769 | $450.0K | 0.08% | −325−2.9% | Reduced |
| TFC Financial Management | 10,800 | $451.0K | 0.13% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 10,862 | $454.0K | 0.14% | −934−7.9% | Reduced |
| Sage Private Wealth Group, LLC | 10,890 | $455.0K | 0.65% | −705−6.1% | Reduced |
| Burney Co | 10,885 | $455.0K | 0.02% | −430−3.8% | Reduced |
| Alterity Financial Group, LLC | 10,900 | $455.0K | 0.68% | +10,900 | New |
| Orca Investment Management, LLC | 10,920 | $456.0K | 0.42% | +175+1.6% | Added |
| Asset Management Corp | 10,924 | $456.0K | 0.34% | +741+7.3% | Added |
| Taylor & Morgan Wealth Management, LLC | 10,946 | $457.0K | 0.43% | −36−0.3% | Reduced |
| MidWestOne Financial Group, Inc. | 10,944 | $457.0K | 0.11% | 00.0% | Unchanged |
| Stevens Capital Management LP | 10,946 | $457.0K | 0.32% | +10,946 | New |
| Frontier Wealth Management LLC | 10,968 | $458.0K | 0.03% | −24,374−69.0% | Reduced |
| Ignite Planners, LLC | 10,961 | $458.0K | 0.38% | −1,234−10.1% | Reduced |
| IMC-Chicago, LLC | 10,965 | $458.0K | 0.04% | +10,965 | New |
| Guardian Capital Advisors LP | 11,025 | $459.0K | 0.05% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 10,753 | $459.0K | 0.15% | +3,000+38.7% | Added |
| Avidian Wealth Solutions, LLC | 11,008 | $460.0K | 0.03% | +377+3.5% | Added |
| Fishman Jay A Ltd | 11,035 | $460.9K | 0.06% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 11,033 | $461.0K | 0.35% | −202−1.8% | Reduced |
| West Bancorporation Inc | 11,050 | $462.0K | 0.33% | −388−3.4% | Reduced |
| SPC Financial, Inc. | 11,066 | $462.0K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,563 | $463.0K | 0.12% | −4,359−29.2% | Reduced |
| Ti-Trust, Inc | 11,109 | $464.0K | 0.48% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 11,105 | $464.0K | 0.03% | +4,081+58.1% | Added |
| Cito Capital Group, LLC | 10,900 | $465.0K | 0.25% | 00.0% | Unchanged |
| McGinn Investment Management, Inc. | 11,150 | $466.0K | 0.37% | 00.0% | Unchanged |
| Wealth Architects, LLC | 11,204 | $468.0K | 0.09% | −720−6.0% | Reduced |
| Joel Isaacson & Co., LLC | 11,199 | $468.0K | 0.04% | +355+3.3% | Added |
| Financial Advisory Service, Inc. | 11,246 | $470.0K | 0.05% | +699+6.6% | Added |
| Conning Inc. | 11,309 | $472.0K | 0.01% | −123−1.1% | Reduced |
| Personal Capital Advisors Corp | 11,307 | $472.0K | 0.00% | +2,139+23.3% | Added |
| Foundations Investment Advisors, LLC | 11,519 | $474.0K | 0.02% | +105+0.9% | Added |
| Colonial River Wealth Management, LLC | 11,346 | $474.0K | 0.31% | −588−4.9% | Reduced |
| Doyle Wealth Management | 11,383 | $475.0K | 0.04% | −39−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 9,099 | $475.0K | 0.01% | +9,099 | New |
| MSH Capital Advisors LLC | 11,377 | $475.2K | 0.22% | +446+4.1% | Added |
| Duncker Streett & Co Inc | 11,451 | $478.0K | 0.11% | +45+0.4% | Added |
| Key Client Fiduciary Advisors, LLC | 11,451 | $478.0K | 0.47% | +413+3.7% | Added |
| Accurate Wealth Management, LLC | 11,495 | $480.0K | 0.26% | +725+6.7% | Added |
| Intellectus Partners, LLC | 11,281 | $481.0K | 0.17% | −764−6.3% | Reduced |
| Trust Co of Oklahoma | 11,545 | $482.2K | 0.23% | −800−6.5% | Reduced |
| Monarch Capital Management Inc | 11,623 | $485.0K | 0.14% | 00.0% | Unchanged |
| Teza Capital Management LLC | 11,645 | $486.0K | 0.19% | +11,645 | New |
| Northstar Advisory Group, LLC | 11,662 | $487.0K | 0.36% | +81+0.7% | Added |
| Girard Partners Ltd. | 11,689 | $488.0K | 0.06% | +61+0.5% | Added |
| Paragon Financial Partners, Inc. | 11,712 | $489.0K | 0.50% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 11,811 | $493.0K | 0.10% | +1,015+9.4% | Added |
| Sunflower Bank, N.A. | 11,816 | $494.0K | 0.10% | −7,000−37.2% | Reduced |
| Pinnacle Private Wealth, LLC | 11,855 | $495.0K | 0.19% | +275+2.4% | Added |
| Patten & Patten Inc | 11,878 | $496.0K | 0.04% | −20−0.2% | Reduced |
| RGT Wealth Advisors, LLC | 11,880 | $496.0K | 0.08% | +11,880 | New |
| Warren Averett Asset Management, LLC | 11,908 | $497.0K | 0.05% | −1,102−8.5% | Reduced |
| Magnolia Capital Advisors LLC | 11,956 | $499.0K | 0.45% | −760−6.0% | Reduced |
| Vectors Research Management, LLC | 11,938 | $499.0K | 0.13% | +40+0.3% | Added |
| HNP Capital LLC | 11,938 | $499.0K | 0.14% | +25+0.2% | Added |
| Meridian Wealth Management, LLC | 11,948 | $499.0K | 0.04% | +1,891+18.8% | Added |
| Cross Staff Investments Inc | 11,970 | $500.0K | 0.55% | 00.0% | Unchanged |
| Capital City Trust Co | 12,040 | $502.0K | 0.16% | +250+2.1% | Added |
| LGT Group Foundation | 12,000 | $502.0K | 0.02% | +3,000+33.3% | Added |
| Cutter & CO Brokerage, Inc. | 12,053 | $503.0K | 0.17% | +444+3.8% | Added |
| Altium Wealth Management LLC | 12,070 | $504.0K | 0.04% | −1,657−12.1% | Reduced |
| Veriti Management LLC | 12,191 | $509.0K | 0.07% | −2,083−14.6% | Reduced |
| Parkside Financial Bank & Trust | 12,188 | $509.0K | 0.16% | −466−3.7% | Reduced |
| Covenant Partners, LLC | 12,244 | $511.0K | 0.24% | +206+1.7% | Added |
| Spirit of America Management Corp | 12,250 | $512.0K | 0.12% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 12,267 | $512.0K | 0.13% | +735+6.4% | Added |
| 55I, LLC | 12,268 | $512.0K | 0.01% | +5,840+90.9% | Added |
| Ninety One UK Ltd | 12,269 | $512.0K | 0.00% | +12,269 | New |
| PBMares Wealth Management LLC | 12,328 | $515.0K | 0.22% | −639−4.9% | Reduced |
| Salvus Wealth Management, LLC | 12,326 | $515.0K | 0.46% | −69−0.6% | Reduced |
| BMS Financial Advisors, LLC | 12,341 | $515.0K | 0.34% | +555+4.7% | Added |
| KCM Investment Advisors LLC | 12,329 | $515.0K | 0.02% | +3,123+33.9% | Added |
| Millennium Capital Advisors, LLC | 12,341 | $515.5K | 0.50% | +209+1.7% | Added |
| Procyon Private Wealth Partners, LLC | 12,383 | $517.0K | 0.11% | +6,653+116.1% | Added |
| Canandaigua National Corp | 12,437 | $519.0K | 0.09% | −392−3.1% | Reduced |
| Atlas Brown,Inc. | 12,424 | $519.0K | 0.25% | +98+0.8% | Added |
| Coastline Trust Co | 12,425 | $519.0K | 0.08% | +5,500+79.4% | Added |
| Gladstone Institutional Advisory LLC | 12,500 | $522.0K | 0.04% | −99−0.8% | Reduced |
| Sentry Investment Management LLC | 12,522 | $523.0K | 0.24% | −2,239−15.2% | Reduced |
| Wellington Shields Capital Management, LLC | 12,645 | $528.0K | 0.07% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 12,667 | $529.0K | 0.34% | −500−3.8% | Reduced |
| TCW Group Inc | 12,670 | $529.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 12,766 | $533.0K | 0.51% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 12,596 | $533.0K | 0.07% | 00.0% | Unchanged |
| WMS Partners, LLC | 12,782 | $534.0K | 0.08% | −145−1.1% | Reduced |
| Farmers & Merchants Investments Inc | 12,785 | $534.0K | 0.02% | +783+6.5% | Added |
| 44 Wealth Management LLC | 12,803 | $535.0K | 0.21% | +50+0.4% | Added |
| Arete Wealth Advisors, LLC | 12,917 | $540.0K | 0.06% | −590−4.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 12,918 | $540.0K | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 12,930 | $540.0K | 0.05% | +12,930 | New |
| Aureus Asset Management, LLC | 12,958 | $541.0K | 0.04% | −1,480−10.3% | Reduced |
| Barings LLC | 12,942 | $541.0K | 0.02% | +5,358+70.6% | Added |
| Yacktman Asset Management LP | 13,000 | $543.0K | 0.01% | −300−2.3% | Reduced |
| Endurance Wealth Management, Inc. | 13,000 | $543.0K | 0.08% | −100−0.8% | Reduced |
| Capital Insight Partners, LLC | 13,035 | $544.0K | 0.13% | −3,875−22.9% | Reduced |