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, 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 | 2,574 | $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, 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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 13,213 | $552.0K | 0.22% | −499−3.6% | Reduced |
| Hendershot Investments Inc. | 13,210 | $552.0K | 0.10% | −27−0.2% | Reduced |
| Wagner Wealth Management, LLC | 13,222 | $552.0K | 0.44% | +5,459+70.3% | Added |
| StoneX Group Inc. | 12,963 | $550.5K | 0.07% | +3,455+36.3% | Added |
| Continuum Advisory, LLC | 13,175 | $550.0K | 0.10% | +374+2.9% | Added |
| RS Crum Inc. | 13,166 | $550.0K | 0.28% | +367+2.9% | Added |
| Capital Analysts, LLC | 13,151 | $550.0K | 0.04% | +650+5.2% | Added |
| United Bank | 13,165 | $550.0K | 0.08% | +948+7.8% | Added |
| Mattern Wealth Management LLC | 13,104 | $547.0K | 0.21% | +528+4.2% | Added |
| Forum Financial Management, LP | 13,101 | $547.0K | 0.03% | +2,455+23.1% | Added |
| StrategIQ Financial Group, LLC | 13,089 | $547.0K | 0.07% | +7,777+146.4% | Added |
| Capital Insight Partners, LLC | 13,035 | $544.0K | 0.13% | −3,875−22.9% | Reduced |
| Essex Savings Bank | 13,010 | $544.0K | 0.21% | +150+1.2% | 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 |
| 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 |
| 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 |
| 44 Wealth Management LLC | 12,803 | $535.0K | 0.21% | +50+0.4% | Added |
| 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 |
| 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 |
| 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 |
| Wellington Shields Capital Management, LLC | 12,645 | $528.0K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 12,522 | $523.0K | 0.24% | −2,239−15.2% | Reduced |
| Gladstone Institutional Advisory LLC | 12,500 | $522.0K | 0.04% | −99−0.8% | Reduced |
| 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 |
| Procyon Private Wealth Partners, LLC | 12,383 | $517.0K | 0.11% | +6,653+116.1% | Added |
| Millennium Capital Advisors, LLC | 12,341 | $515.5K | 0.50% | +209+1.7% | Added |
| 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 |
| 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 |
| Covenant Partners, LLC | 12,244 | $511.0K | 0.24% | +206+1.7% | Added |
| 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 |
| Altium Wealth Management LLC | 12,070 | $504.0K | 0.04% | −1,657−12.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 12,053 | $503.0K | 0.17% | +444+3.8% | Added |
| 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 |
| Cross Staff Investments Inc | 11,970 | $500.0K | 0.55% | 00.0% | Unchanged |
| 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 |
| Warren Averett Asset Management, LLC | 11,908 | $497.0K | 0.05% | −1,102−8.5% | Reduced |
| 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 |
| Pinnacle Private Wealth, LLC | 11,855 | $495.0K | 0.19% | +275+2.4% | Added |
| Sunflower Bank, N.A. | 11,816 | $494.0K | 0.10% | −7,000−37.2% | Reduced |
| Charles Schwab Trust Co | 11,811 | $493.0K | 0.10% | +1,015+9.4% | Added |
| Paragon Financial Partners, Inc. | 11,712 | $489.0K | 0.50% | 00.0% | Unchanged |
| Girard Partners Ltd. | 11,689 | $488.0K | 0.06% | +61+0.5% | Added |
| Northstar Advisory Group, LLC | 11,662 | $487.0K | 0.36% | +81+0.7% | Added |
| Teza Capital Management LLC | 11,645 | $486.0K | 0.19% | +11,645 | New |
| Monarch Capital Management Inc | 11,623 | $485.0K | 0.14% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 11,545 | $482.2K | 0.23% | −800−6.5% | Reduced |
| Intellectus Partners, LLC | 11,281 | $481.0K | 0.17% | −764−6.3% | Reduced |
| Accurate Wealth Management, LLC | 11,495 | $480.0K | 0.26% | +725+6.7% | 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 |
| MSH Capital Advisors LLC | 11,377 | $475.2K | 0.22% | +446+4.1% | Added |
| 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 |
| 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 |
| 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 |
| Financial Advisory Service, Inc. | 11,246 | $470.0K | 0.05% | +699+6.6% | Added |
| 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 |
| McGinn Investment Management, Inc. | 11,150 | $466.0K | 0.37% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 10,900 | $465.0K | 0.25% | 00.0% | Unchanged |
| 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 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,563 | $463.0K | 0.12% | −4,359−29.2% | 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 |
| Powers Advisory Group, LLC | 11,033 | $461.0K | 0.35% | −202−1.8% | Reduced |
| Fishman Jay A Ltd | 11,035 | $460.9K | 0.06% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 11,008 | $460.0K | 0.03% | +377+3.5% | Added |
| 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 |
| 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 |
| 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 |
| Orca Investment Management, LLC | 10,920 | $456.0K | 0.42% | +175+1.6% | Added |