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 |
|---|---|---|---|---|---|
| Corient Capital Partners, LLC | 55,074 | $2.30M | 0.17% | −292−0.5% | Reduced |
| Balentine LLC | 55,067 | $2.30M | 0.08% | +29,289+113.6% | Added |
| Aviance Capital Partners, LLC | 54,824 | $2.29M | 0.51% | +5,489+11.1% | Added |
| Vident Investment Advisory, LLC | 54,803 | $2.29M | 0.07% | +14,790+37.0% | Added |
| Aptus Capital Advisors, LLC | 53,782 | $2.26M | 0.08% | +43,195+408.0% | Added |
| Winning Points Advisors, LLC | 53,688 | $2.24M | 2.46% | −9,000−14.4% | Reduced |
| Roundview Capital LLC | 53,477 | $2.23M | 0.27% | −486−0.9% | Reduced |
| Parthenon LLC | 53,295 | $2.23M | 0.38% | −2,000−3.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 53,239 | $2.22M | 0.02% | −330−0.6% | Reduced |
| D L Carlson Investment Group Inc | 53,146 | $2.22M | 0.47% | +1,974+3.9% | Added |
| South State Corp. | 52,885 | $2.21M | 0.21% | −1,007−1.9% | Reduced |
| TD Private Client Wealth LLC | 52,392 | $2.19M | 0.11% | −1,444−2.7% | Reduced |
| Salem Investment Counselors Inc | 51,457 | $2.19M | 0.10% | +68+0.1% | Added |
| Roosevelt Investment Group LLC | 52,241 | $2.18M | 0.16% | +1,473+2.9% | Added |
| Loudon Investment Management, LLC | 51,942 | $2.17M | 1.63% | +3,363+6.9% | Added |
| Argent Trust Co | 51,935 | $2.17M | 0.15% | +10,633+25.7% | Added |
| Clearstead Advisors, LLC | 51,907 | $2.17M | 0.17% | −447−0.9% | Reduced |
| JustInvest LLC | 51,785 | $2.16M | 0.10% | −3,130−5.7% | Reduced |
| Cohen Klingenstein LLC | 51,479 | $2.15M | 0.11% | 00.0% | Unchanged |
| Advisor Partners LLC | 51,448 | $2.15M | 0.15% | −2,620−4.8% | Reduced |
| Spears Abacus Advisors LLC | 51,138 | $2.14M | 0.19% | +31,803+164.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,789 | $2.12M | 0.00% | +22,405+78.9% | Added |
| CSS LLC | 50,000 | $2.09M | 0.10% | −5,400−9.7% | Reduced |
| Investmark Advisory Group LLC | 49,974 | $2.09M | 2.06% | +1,644+3.4% | Added |
| Synergy Financial Management, LLC | 49,482 | $2.07M | 0.55% | +40,760+467.3% | 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 |
| Wolverine Trading, LLC | 49,350 | $2.06M | 0.06% | +7,455+17.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 49,300 | $2.06M | 0.38% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 46,535 | $2.05M | 0.02% | +4,577+10.9% | Added |
| Brightworth | 48,959 | $2.04M | 0.22% | +1,385+2.9% | Added |
| Amica Mutual Insurance Co | 48,927 | $2.04M | 0.26% | +6,783+16.1% | Added |
| X-Square Capital, LLC | 48,833 | $2.04M | 1.23% | +446+0.9% | Added |
| Financial Partners Capital Management LLC | 48,738 | $2.04M | 0.44% | 00.0% | Unchanged |
| Doliver Advisors, LP | 48,696 | $2.03M | 0.72% | +6,093+14.3% | Added |
| Wealth Advisors of Iowa, LLC | 42,948 | $2.02M | 0.53% | +21,639+101.5% | Added |
| Waters Parkerson & Co., LLC | 48,193 | $2.01M | 0.13% | −500−1.0% | Reduced |
| FORA Capital, LLC | 47,915 | $2.00M | 0.40% | +8,491+21.5% | Added |
| Sante Capital Fund, LP | 47,548 | $1.99M | 7.22% | −30,458−39.0% | Reduced |
| Demars Financial Group, LLC | 47,076 | $1.97M | 1.12% | +47,076 | New |
| ICA Group Wealth Management, LLC | 43,140 | $1.96M | 0.37% | −2,500−5.5% | Reduced |
| Apollon Wealth Management, LLC | 46,945 | $1.96M | 0.16% | +457+1.0% | Added |
| Hartford Financial Management Inc. | 46,769 | $1.95M | 0.54% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 46,688 | $1.95M | 0.00% | +3,673+8.5% | Added |
| Trust Co of Vermont | 46,553 | $1.95M | 0.15% | +3,024+6.9% | Added |
| DuPont Capital Management Corp | 46,416 | $1.94M | 0.09% | −6,117−11.6% | Reduced |
| Leelyn Smith, LLC | 46,406 | $1.94M | 0.50% | +2,999+6.9% | 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 |
| Fred Alger Management, LLC | 46,098 | $1.93M | 0.01% | +9,302+25.3% | Added |
| Tyler-Stone Wealth Management | 46,025 | $1.92M | 1.28% | +231+0.5% | Added |
| Silvercrest Asset Management Group LLC | 45,948 | $1.92M | 0.01% | −4,319−8.6% | Reduced |
| North Star Asset Management Inc | 45,275 | $1.89M | 0.12% | −1,090−2.4% | Reduced |
| Affinity Investment Advisors, LLC | 45,126 | $1.89M | 0.92% | +726+1.6% | Added |
| Western Wealth Management, LLC | 45,024 | $1.88M | 0.11% | −3,034−6.3% | Reduced |
| NBT Bank N A | 44,851 | $1.87M | 0.29% | −250−0.6% | Reduced |
| Murphy Capital Management Inc | 44,474 | $1.86M | 0.26% | −22,264−33.4% | Reduced |
| Verdence Capital Advisors LLC | 44,335 | $1.85M | 0.24% | −2,286−4.9% | Reduced |
| Spreng Capital Management, Inc. | 44,399 | $1.84M | 1.37% | +70.0% | Added |
| Hayek Kallen Investment Management | 43,762 | $1.83M | 0.80% | −750−1.7% | Reduced |
| Prospera Financial Services Inc | 43,588 | $1.82M | 0.09% | −6,676−13.3% | Reduced |
| Tufton Capital Management | 43,318 | $1.81M | 0.34% | +100.0% | Added |
| FineMark National Bank & Trust | 43,116 | $1.80M | 0.08% | +3,776+9.6% | Added |
| EFG Asset Management (Americas) Corp. | 42,939 | $1.79M | 0.42% | +4,780+12.5% | Added |
| Independence Bank of Kentucky | 42,706 | $1.78M | 0.80% | −222−0.5% | Reduced |
| Vestcor Inc | 42,292 | $1.77M | 0.07% | +13,230+45.5% | Added |
| JB Capital LLC | 42,238 | $1.76M | 0.19% | +3,026+7.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 42,198 | $1.76M | 0.03% | +2,133+5.3% | Added |
| Koshinski Asset Management, Inc. | 42,115 | $1.76M | 0.17% | +2,899+7.4% | Added |
| OmniStar Financial Group, Inc. | 41,789 | $1.75M | 1.93% | +876+2.1% | 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 |
| 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 |
| BBR Partners, LLC | 40,948 | $1.71M | 0.20% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 40,900 | $1.71M | 0.04% | −2,160−5.0% | Reduced |
| Mill Capital Management, LLC | 40,535 | $1.69M | 0.19% | −5,750−12.4% | Reduced |
| Ameritas Advisory Services, LLC | 40,361 | $1.69M | 0.10% | +1,495+3.8% | Added |
| Investors Asset Management of Georgia Inc | 40,194 | $1.68M | 0.87% | −201−0.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 40,054 | $1.67M | 0.04% | −1,000−2.4% | Reduced |
| Hohimer Wealth Management, LLC | 39,979 | $1.67M | 0.49% | 00.0% | Unchanged |
| 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 |
| Bollard Group LLC | 39,780 | $1.66M | 0.07% | +377+1.0% | Added |
| Ellenbecker Investment Group | 39,559 | $1.65M | 0.51% | −3,039−7.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 39,522 | $1.65M | 0.43% | −924−2.3% | Reduced |
| Meixler Investment Management, Ltd. | 39,467 | $1.65M | 1.89% | −11,042−21.9% | Reduced |
| MAI Capital Management | 39,268 | $1.64M | 0.03% | +983+2.6% | Added |
| Private Trust Co NA | 39,238 | $1.64M | 0.25% | +1,824+4.9% | Added |
| World Equity Group, Inc. | 38,657 | $1.61M | 0.41% | −16,037−29.3% | Reduced |
| Howard Capital Management Group, LLC | 38,569 | $1.61M | 0.19% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 38,487 | $1.61M | 0.34% | −487−1.2% | Reduced |
| Weinberger Asset Management, Inc | 38,281 | $1.60M | 1.06% | +38,281 | New |
| Buckingham Strategic Wealth, LLC | 38,137 | $1.59M | 0.03% | +3,489+10.1% | Added |
| Green Square Capital Advisors LLC | 37,944 | $1.58M | 0.29% | +204+0.5% | Added |
| Welch Group, LLC | 37,840 | $1.58M | 0.10% | +1,194+3.3% | Added |
| Northeast Financial Consultants Inc | 37,778 | $1.58M | 0.11% | −3,025−7.4% | Reduced |
| HB Wealth Management, LLC | 37,654 | $1.57M | 0.03% | +7,437+24.6% | Added |
| Richard Bernstein Advisors LLC | 37,528 | $1.57M | 0.03% | +23,508+167.7% | Added |
| PDT Partners, LLC | 37,308 | $1.56M | 0.14% | +37,308 | New |