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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 36,510 | $1.56M | 0.13% | +2,366+6.9% | Added |
| Berkshire Asset Management LLC | 36,828 | $1.54M | 0.10% | −1,333−3.5% | Reduced |
| Caldwell Trust Co | 36,549 | $1.53M | 0.21% | −2,592−6.6% | Reduced |
| Disciplined Equity Management, Inc. | 36,545 | $1.53M | 1.38% | +775+2.2% | Added |
| Valeo Financial Advisors, LLC | 36,507 | $1.52M | 0.10% | −7,848−17.7% | Reduced |
| Moors & Cabot, Inc. | 36,118 | $1.51M | 0.11% | +965+2.7% | Added |
| Poehling Capital Management, LLC | 36,009 | $1.50M | 0.57% | +4,026+12.6% | Added |
| Good Life Advisors, LLC | 35,909 | $1.50M | 0.21% | +2,414+7.2% | Added |
| Davy Global Fund Management Ltd | 35,876 | $1.50M | 0.30% | +100+0.3% | Added |
| Centaurus Financial, Inc. | 35,875 | $1.50M | 0.15% | +2,726+8.2% | Added |
| Essex Financial Services, Inc. | 35,751 | $1.49M | 0.17% | +585+1.7% | Added |
| Algert Global LLC | 35,652 | $1.49M | 0.11% | −812−2.2% | Reduced |
| Convergence Investment Partners, LLC | 35,659 | $1.49M | 0.90% | +263+0.7% | Added |
| Independent Solutions Wealth Management, LLC | 35,590 | $1.49M | 0.46% | +7,691+27.6% | Added |
| Financial Sense Advisors, Inc. | 35,401 | $1.48M | 0.55% | +35,401 | New |
| Lee Danner & Bass Inc | 35,359 | $1.48M | 0.15% | −101−0.3% | Reduced |
| Sunbelt Securities, Inc. | 35,071 | $1.47M | 0.31% | +1,404+4.2% | Added |
| Pitcairn Co | 34,994 | $1.46M | 0.15% | +2,365+7.2% | Added |
| First City Capital Management, Inc. | 34,953 | $1.46M | 0.90% | +178+0.5% | Added |
| Cordasco Financial Network | 34,727 | $1.45M | 1.05% | −302−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 34,651 | $1.45M | 0.12% | −9,496−21.5% | Reduced |
| Verition Fund Management LLC | 34,488 | $1.44M | 0.03% | +29,546+597.9% | Added |
| Intercontinental Wealth Advisors, LLC | 34,441 | $1.44M | 0.39% | +998+3.0% | Added |
| Kavar Capital Partners Group, LLC | 34,267 | $1.43M | 0.33% | −250−0.7% | Reduced |
| Ziegler Capital Management, LLC | 34,061 | $1.42M | 0.06% | +12,239+56.1% | Added |
| RSM US Wealth Management LLC | 34,044 | $1.42M | 0.08% | +223+0.7% | Added |
| IHT Wealth Management, LLC | 33,957 | $1.42M | 0.12% | +356+1.1% | Added |
| King Luther Capital Management Corp | 33,888 | $1.42M | 0.01% | +1,511+4.7% | Added |
| Van Hulzen Asset Management, LLC | 33,716 | $1.41M | 0.17% | −316,000−90.4% | Reduced |
| Stolper Co | 33,550 | $1.40M | 0.66% | +1,519+4.7% | Added |
| Truvestments Capital LLC | 33,437 | $1.40M | 0.82% | −1,624−4.6% | Reduced |
| Wedbush Securities Inc | 33,278 | $1.39M | 0.08% | −11,296−25.3% | Reduced |
| Symphony Financial, Ltd. Co. | 33,262 | $1.39M | 0.41% | −2,622−7.3% | Reduced |
| Harbour Investments, Inc. | 33,210 | $1.39M | 0.09% | +33,210 | New |
| Laurel Wealth Advisors, Inc. | 33,190 | $1.39M | 0.14% | −8,837−21.0% | Reduced |
| Moody National Bank Trust Division | 33,148 | $1.39M | 0.15% | −1,010−3.0% | Reduced |
| PFG Advisors | 33,167 | $1.39M | 0.16% | −107−0.3% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 33,075 | $1.38M | 0.46% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 32,998 | $1.38M | 0.29% | −1,005−3.0% | Reduced |
| Verus Capital Partners, LLC | 19,858 | $1.38M | 0.27% | −12,569−38.8% | Reduced |
| Coldstream Capital Management Inc | 32,722 | $1.37M | 0.05% | +1,593+5.1% | Added |
| Bowling Portfolio Management LLC | 32,403 | $1.35M | 0.34% | −456−1.4% | Reduced |
| Lynch & Associates | 32,329 | $1.35M | 0.37% | +1,089+3.5% | Added |
| Gamble Jones Investment Counsel | 32,037 | $1.34M | 0.10% | +25+0.1% | Added |
| Sumitomo Life Insurance Co | 32,036 | $1.34M | 0.04% | +629+2.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 25,952 | $1.34M | 0.80% | +260+1.0% | Added |
| Moloney Securities Asset Management, LLC | 31,950 | $1.33M | 0.31% | +218+0.7% | Added |
| Spire Wealth Management | 31,910 | $1.33M | 0.05% | −5,777−15.3% | Reduced |
| Cutler Group LP | 31,712 | $1.32M | 0.18% | −53,222−62.7% | Reduced |
| Fulton Bank, N.A. | 31,681 | $1.32M | 0.07% | +615+2.0% | Added |
| Tectonic Advisors LLC | 31,648 | $1.32M | 0.24% | +7,174+29.3% | Added |
| Ferguson Wellman Capital Management, Inc | 31,591 | $1.32M | 0.05% | −1,349−4.1% | Reduced |
| We Are One Seven, LLC | 31,606 | $1.32M | 0.18% | +568+1.8% | Added |
| Covington Capital Management | 31,453 | $1.31M | 0.05% | −3,589−10.2% | Reduced |
| Marino, Stram & Associates LLC | 31,291 | $1.31M | 0.45% | +37+0.1% | Added |
| NewEdge Wealth, LLC | 31,174 | $1.30M | 0.06% | +31,174 | New |
| R.m.sincerbeaux Capital Management LLC | 31,121 | $1.30M | 0.95% | 00.0% | Unchanged |
| Alpha Square Group S, LLC | 31,000 | $1.29M | 0.55% | +31,000 | New |
| Quilter Plc | 30,892 | $1.29M | 0.04% | −938−2.9% | Reduced |
| Brandywine Trust Co | 30,814 | $1.29M | 0.44% | 00.0% | Unchanged |
| Aurora Investment Counsel | 30,754 | $1.28M | 0.93% | −5,316−14.7% | Reduced |
| Cornerstone Wealth Management, LLC | 30,717 | $1.28M | 0.14% | −163−0.5% | Reduced |
| Everett Harris & Co | 30,645 | $1.28M | 0.02% | +197+0.6% | Added |
| Eudaimonia Partners, LLC | 30,626 | $1.28M | 0.23% | +237+0.8% | Added |
| Wetherby Asset Management Inc | 30,604 | $1.28M | 0.09% | +1,205+4.1% | Added |
| Valicenti Advisory Services Inc | 30,556 | $1.28M | 0.42% | −125−0.4% | Reduced |
| Credit Agricole S A | 30,457 | $1.27M | 0.05% | +18,805+161.4% | Added |
| Leavell Investment Management, Inc. | 29,777 | $1.27M | 0.10% | +2,470+9.0% | Added |
| Valmark Advisers, Inc. | 30,375 | $1.27M | 0.02% | +374+1.2% | Added |
| Cornerstone Advisors, LLC | 30,200 | $1.26M | 0.07% | +30,200 | New |
| EP Wealth Advisors, LLC | 30,166 | $1.26M | 0.03% | +1,268+4.4% | Added |
| Greenleaf Trust | 30,101 | $1.26M | 0.02% | +1,117+3.9% | Added |
| Telemus Capital, LLC | 30,064 | $1.26M | 0.12% | +1,036+3.6% | Added |
| Transcend Wealth Collective, LLC | 29,995 | $1.25M | 0.13% | −334−1.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 29,834 | $1.25M | 0.06% | +392+1.3% | Added |
| Wesbanco Bank Inc | 29,705 | $1.24M | 0.05% | −4,845−14.0% | Reduced |
| Boston Private Wealth LLC | 29,403 | $1.23M | 0.02% | +508+1.8% | Added |
| Longfellow Investment Management Co LLC | 29,331 | $1.23M | 0.26% | 00.0% | Unchanged |
| Csenge Advisory Group | 29,206 | $1.22M | 0.10% | +911+3.2% | Added |
| Meeder Asset Management Inc | 29,008 | $1.21M | 0.07% | +1,029+3.7% | Added |
| Keudell/Morrison Wealth Management | 28,614 | $1.20M | 0.43% | −1,231−4.1% | Reduced |
| Octavia Wealth Advisors, LLC | 28,019 | $1.20M | 0.31% | −40−0.1% | Reduced |
| Kowal Investment Group, LLC | 28,621 | $1.20M | 0.39% | +1,818+6.8% | Added |
| Human Investing LLC | 28,570 | $1.19M | 0.29% | −644−2.2% | Reduced |
| CMG Global Holdings, LLC | 28,541 | $1.19M | 1.23% | −1,700−5.6% | Reduced |
| Cullinan Associates Inc | 28,512 | $1.19M | 0.07% | +900+3.3% | Added |
| Greenfield Savings Bank | 28,490 | $1.19M | 0.80% | +28,490 | New |
| WP Advisors, LLC | 28,375 | $1.19M | 0.52% | +325+1.2% | Added |
| Lee Financial Co | 28,345 | $1.18M | 0.22% | −50.0% | Reduced |
| Fluent Financial, LLC | 28,330 | $1.18M | 0.61% | −2,218−7.3% | Reduced |
| Nations Financial Group Inc, | 28,304 | $1.18M | 0.16% | +661+2.4% | Added |
| Delta Capital Management LLC | 28,245 | $1.18M | 0.89% | +30+0.1% | Added |
| Burns J W & Co Inc | 28,183 | $1.18M | 0.22% | −625−2.2% | Reduced |
| Sawtooth Solutions, LLC | 28,095 | $1.17M | 0.15% | +6,874+32.4% | Added |
| Vista Finance, LLC | 28,038 | $1.17M | 1.53% | +28,038 | New |
| Private Portfolio Partners LLC | 27,951 | $1.17M | 0.33% | −421−1.5% | Reduced |
| Independent Financial Group, LLC | 27,935 | $1.17M | 0.12% | −1,011−3.5% | Reduced |
| First Hawaiian Bank | 27,935 | $1.17M | 0.04% | +3,587+14.7% | Added |
| CoreCap Advisors, LLC | 27,829 | $1.16M | 0.09% | +4,308+18.3% | Added |
| Integrated Advisors Network LLC | 27,728 | $1.16M | 0.08% | +1,571+6.0% | Added |