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, Q3 2022
Institutional positions in Altria Group, Inc. as of Sep 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
- 1,767
- −16 vs. Q2 2022
- Shares held
- 1.05B
- −13.7M (−1.3%) vs. Q2 2022
- Total value
- $42.6B
- −$2.12B (−4.7%) vs. Q2 2022
- New holders
- 101
- 770 more added
- Sold out
- 117
- 599 more reduced
31 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clean Yield Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 3 | $0 | 0.00% | +3 | New |
| PFG Private Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cowen and Company, LLC | 25,300 | $1.00K | 0.00% | +25,300 | New |
| WestEnd Advisors, LLC | 18 | $1.00K | 0.00% | +18 | New |
| CFS Investment Advisory Services, LLC | 27,015 | $1.00K | 0.00% | +27,015 | New |
| Delos Wealth Advisors, LLC | 25 | $1.00K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Laffer Tengler Investments | 33 | $1.35K | 0.00% | +1+3.1% | Added |
| HBC Financial Services, PLLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 40 | $2.00K | 0.00% | +40 | New |
| Stapp Wealth Management, PLLC | 49 | $2.00K | 0.01% | +49 | New |
| HighMark Wealth Management LLC | 86 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 64 | $3.00K | 0.00% | −41−39.0% | Reduced |
| Baldrige Asset Management LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 40 | $3.00K | 0.00% | +40 | New |
| Interactive Financial Advisors | 100 | $4.00K | 0.00% | −100−50.0% | Reduced |
| Syverson Strege & Co | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 100 | $4.04K | 0.00% | −20,070−99.5% | Reduced |
| Mizuho Securities Co. Ltd. | 124 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 130 | $5.00K | 0.00% | +2+1.6% | Added |
| NewSquare Capital LLC | 148 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 150 | $6.00K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 150 | $6.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 152 | $6.14K | 0.00% | +152 | New |
| Kayne Anderson Rudnick Investment Management LLC | 169 | $7.00K | 0.00% | −145−46.2% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 190 | $8.00K | 0.11% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 202 | $8.00K | 0.00% | +102+102.0% | Added |
| Front Row Advisors LLC | 207 | $9.00K | 0.00% | −34−14.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 219 | $9.00K | 0.00% | +15+7.4% | Added |
| JNBA Financial Advisors | 225 | $9.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 227 | $9.00K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 225 | $9.00K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 226 | $9.00K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 244 | $9.85K | 0.00% | −946−79.5% | Reduced |
| Heritage Wealth Management, LLC | 258 | $10.0K | 0.00% | −293−53.2% | Reduced |
| Schubert & Co | 249 | $10.0K | 0.01% | −34−12.0% | Reduced |
| Castle Wealth Management LLC | 240 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 270 | $11.0K | 0.00% | −1,402−83.9% | Reduced |
| New Millennium Group LLC | 263 | $11.0K | 0.01% | +5+1.9% | Added |
| Activest Wealth Management | 270 | $11.0K | 0.00% | +104+62.7% | Added |
| Fairfield Financial Advisors, LTD | 285 | $11.5K | 0.01% | +5+1.8% | Added |
| Paloma Partners Management Co | 300 | $12.0K | 0.00% | −108,800−99.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 300 | $12.0K | 0.01% | −91−23.3% | Reduced |
| Pittenger & Anderson Inc | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 308 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 308 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 292 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 305 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 285 | $12.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 330 | $13.0K | 0.01% | +330 | New |
| Beaird Harris Wealth Management, LLC | 355 | $14.0K | 0.00% | +200+129.0% | Added |
| Winch Advisory Services, LLC | 368 | $15.0K | 0.01% | +8+2.2% | Added |
| Core Wealth Advisors, Inc. | 372 | $15.0K | 0.01% | +372 | New |
| Studio Investment Management LLC | 386 | $15.6K | 0.01% | +386 | New |
| IAG Wealth Partners, LLC | 407 | $16.0K | 0.01% | −92−18.4% | Reduced |
| Ogorek Anthony Joseph | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 391 | $16.0K | 0.00% | +200+104.7% | Added |
| Kelly Lawrence W & Associates Inc | 400 | $16.0K | 0.00% | +400 | New |
| Proffitt & Goodson Inc | 420 | $17.0K | 0.00% | −1,738−80.5% | Reduced |
| Spectrum Management Group, LLC | 416 | $17.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 433 | $17.0K | 0.00% | +37+9.3% | Added |
| Brown, Lisle/Cummings, Inc. | 425 | $17.2K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 475 | $19.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 471 | $19.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 461 | $19.0K | 0.01% | +294+176.0% | Added |
| Karlinski Andrew C | 500 | $20.0K | 0.03% | −55−9.9% | Reduced |
| Ulland Investment Advisors, LLC | 492 | $20.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 500 | $20.0K | 0.03% | +100+25.0% | Added |
| Axiom Investment Management LLC | 500 | $20.0K | 0.04% | +500 | New |
| West Paces Advisors Inc. | 517 | $20.9K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $21.0K | 0.01% | −1,595−100.0% | Reduced |
| Bromfield Sneider Wealth Advisors | 519 | $21.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 514 | $21.0K | 0.02% | +485+1,672.4% | Added |
| Riverview Trust Co | 543 | $22.0K | 0.02% | −779−58.9% | Reduced |
| Gleason Group, Inc. | 545 | $22.0K | 0.01% | +12+2.3% | Added |
| Ten Capital Wealth Advisors, LLC | 540 | $22.0K | 0.01% | +140+35.0% | Added |
| TD Capital Management LLC | 539 | $22.0K | 0.00% | +539 | New |
| Pacifica Partners Inc. | 544 | $23.0K | 0.02% | +7+1.3% | Added |
| PSI Advisors, LLC | 595 | $24.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 587 | $24.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 583 | $24.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 616 | $24.0K | 0.01% | +66+12.0% | Added |
| Providence Capital Advisors, LLC | 594 | $25.0K | 0.01% | +4+0.7% | Added |
| United Community Bank | 632 | $25.5K | 0.03% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 653 | $26.0K | 0.00% | −290−30.8% | Reduced |
| Tortoise Investment Management, LLC | 656 | $26.0K | 0.01% | 00.0% | Unchanged |