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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 18,032 | $728.0K | 0.05% | −1,101−5.8% | Reduced |
| Washington Trust Advisors, Inc. | 18,086 | $730.0K | 0.07% | +368+2.1% | Added |
| Jacobi Capital Management LLC | 18,145 | $733.0K | 0.10% | +323+1.8% | Added |
| Titleist Asset Management, Ltd. | 18,238 | $736.0K | 0.18% | +21+0.1% | Added |
| ARGI Investment Services, LLC | 18,245 | $737.0K | 0.03% | −843−4.4% | Reduced |
| Fundamentun, LLC | 18,298 | $739.0K | 0.15% | −2,288−11.1% | Reduced |
| Harrison & Co Wealth Management, LLC | 18,348 | $741.0K | 0.79% | +202+1.1% | Added |
| Exencial Wealth Advisors, LLC | 18,367 | $742.0K | 0.05% | −1,108−5.7% | Reduced |
| Plimoth Trust Co LLC | 18,370 | $742.0K | 0.26% | +110+0.6% | Added |
| Vaughan & Co Securities, Inc. | 18,404 | $743.0K | 0.64% | +964+5.5% | Added |
| Warren Averett Asset Management, LLC | 18,447 | $745.0K | 0.05% | +6,539+54.9% | Added |
| Mission Wealth Management, LP | 18,535 | $748.0K | 0.04% | +2,756+17.5% | Added |
| Wealthcare Advisory Partners LLC | 18,559 | $749.0K | 0.04% | +2,729+17.2% | Added |
| Kanawha Capital Management LLC | 18,598 | $751.0K | 0.08% | −1,165−5.9% | Reduced |
| North Star Investment Management Corp. | 18,596 | $751.0K | 0.07% | +218+1.2% | Added |
| Exeter Financial, LLC | 18,674 | $754.0K | 0.44% | +283+1.5% | Added |
| Botty Investors LLC | 18,317 | $757.0K | 0.31% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 18,775 | $758.0K | 0.59% | −100−0.5% | Reduced |
| Fiduciary Group LLC | 17,162 | $759.0K | 0.10% | +784+4.8% | Added |
| Stratos Wealth Advisors, LLC | 18,822 | $760.0K | 0.08% | +3,284+21.1% | Added |
| Radnor Capital Management, LLC | 18,869 | $762.0K | 0.22% | −109−0.6% | Reduced |
| Gray Wealth Management Inc. | 18,896 | $763.0K | 0.49% | +304+1.6% | Added |
| Cambria Investment Management, L.P. | 19,000 | $767.0K | 0.08% | −1,000−5.0% | Reduced |
| Cortland Associates Inc | 18,991 | $767.0K | 0.14% | −30−0.2% | Reduced |
| Birmingham Capital Management Co Inc | 19,013 | $768.0K | 0.34% | −350−1.8% | Reduced |
| Woodward Diversified Capital, LLC | 19,172 | $774.0K | 0.64% | −46−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 19,224 | $776.0K | 0.06% | +2,885+17.7% | Added |
| Marathon Trading Investment Management LLC | 19,298 | $779.0K | 0.51% | +19,298 | New |
| Taurus Asset Management, LLC | 19,360 | $782.0K | 0.10% | 00.0% | Unchanged |
| First Nebraska Trust Co | 19,505 | $787.6K | 0.11% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 19,518 | $788.0K | 0.31% | 00.0% | Unchanged |
| Bailard, Inc. | 19,552 | $790.0K | 0.03% | +2,932+17.6% | Added |
| Quadrature Capital Ltd | 19,592 | $792.0K | 0.03% | +19,592 | New |
| Bath Savings Trust Co | 19,770 | $798.0K | 0.11% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 19,819 | $800.0K | 0.08% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 19,804 | $800.0K | 0.01% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 19,835 | $801.0K | 0.61% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 19,856 | $801.8K | 0.54% | +1,600+8.8% | Added |
| Viewpoint Capital Management LLC | 19,864 | $802.0K | 0.79% | −333−1.6% | Reduced |
| Balyasny Asset Management LLC | 19,846 | $802.0K | 0.00% | +15,025+311.7% | Added |
| P.A.W. Capital Corp | 20,000 | $808.0K | 1.21% | 00.0% | Unchanged |
| Spire Wealth Management | 20,046 | $809.0K | 0.05% | −11,864−37.2% | Reduced |
| Sanders Morris Harris LLC | 19,785 | $811.0K | 0.20% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 20,168 | $814.0K | 0.12% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 20,201 | $816.0K | 0.35% | +734+3.8% | Added |
| Diversified Trust Co | 20,409 | $824.0K | 0.04% | −710−3.4% | Reduced |
| Chicago Trust Co NA | 20,395 | $824.0K | 0.21% | −612−2.9% | Reduced |
| Widmann Financial Services, Inc. | 20,439 | $825.4K | 0.91% | +404+2.0% | Added |
| Fiduciary Trust Co | 20,466 | $826.0K | 0.02% | −2,559−11.1% | Reduced |
| Klingenstein Fields & Co LP | 20,456 | $826.0K | 0.05% | 00.0% | Unchanged |
| BancorpSouth Bank | 20,525 | $828.0K | 0.09% | +20,525 | New |
| Beese Fulmer Investment Management, Inc. | 20,520 | $829.0K | 0.11% | −1,700−7.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 20,638 | $833.0K | 0.69% | −425−2.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,690 | $835.0K | 0.01% | −28−0.1% | Reduced |
| Rossmore Private Capital | 20,752 | $838.0K | 0.15% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 20,834 | $841.0K | 0.20% | +802+4.0% | Added |
| Philadelphia Trust Co | 20,887 | $843.0K | 0.10% | +1,050+5.3% | Added |
| Dodge & Cox | 21,000 | $848.0K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 21,053 | $850.0K | 0.62% | −62−0.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 21,085 | $851.0K | 0.27% | −502−2.3% | Reduced |
| Tufton Capital Management | 21,189 | $855.0K | 0.21% | −22,129−51.1% | Reduced |
| GoalVest Advisory LLC | 21,224 | $857.0K | 0.60% | −375−1.7% | Reduced |
| Moser Wealth Advisors, LLC | 21,304 | $860.0K | 0.67% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 21,317 | $861.0K | 0.33% | +20.0% | Added |
| Park National Corp | 21,356 | $862.0K | 0.04% | −1,727−7.5% | Reduced |
| Empirical Finance, LLC | 21,361 | $863.0K | 0.10% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21,469 | $867.0K | 0.15% | +1,178+5.8% | Added |
| International Assets Investment Management, LLC | 21,535 | $870.0K | 0.19% | −76,984−78.1% | Reduced |
| Mork Capital Management, LLC | 21,580 | $871.0K | 0.86% | 00.0% | Unchanged |
| Intrust Bank NA | 21,682 | $875.0K | 0.13% | −2,073−8.7% | Reduced |
| Charter Research & Investment Group, Inc. | 21,667 | $875.0K | 0.88% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 21,678 | $875.0K | 0.08% | +10,713+97.7% | Added |
| 44 Wealth Management LLC | 21,708 | $877.0K | 0.36% | +8,905+69.6% | Added |
| Shoker Investment Counsel, Inc. | 21,761 | $878.0K | 0.46% | +5,929+37.4% | Added |
| Wagner Wealth Management, LLC | 21,862 | $883.0K | 0.65% | +8,640+65.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,914 | $885.0K | 0.05% | −2,340−9.6% | Reduced |
| Capula Management Ltd | 21,920 | $885.0K | 0.11% | +21,920 | New |
| FRG Family Wealth Advisors LLC | 21,967 | $887.0K | 0.22% | −100−0.5% | Reduced |
| XML Financial, LLC | 21,979 | $888.0K | 0.12% | +294+1.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,041 | $890.0K | 0.05% | −415−1.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,080 | $892.0K | 0.09% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 22,126 | $893.0K | 0.62% | −1,620−6.8% | Reduced |
| Ameritas Investment Partners, Inc. | 22,162 | $894.0K | 0.04% | −494−2.2% | Reduced |
| CoreFirst Bank & Trust | 22,223 | $897.0K | 0.77% | −600−2.6% | Reduced |
| Cigna Investments Inc | 22,383 | $903.0K | 0.20% | −1,127−4.8% | Reduced |
| One Capital Management, LLC | 22,590 | $912.0K | 0.05% | −200−0.9% | Reduced |
| Knoll Capital Management, LLC | 22,700 | $917.0K | 0.54% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 22,698 | $917.0K | 0.04% | +171+0.8% | Added |
| Citizens Financial Group Inc | 22,379 | $924.0K | 0.04% | −1,229−5.2% | Reduced |
| CAPROCK Group, Inc. | 22,504 | $927.0K | 0.09% | +2,648+13.3% | Added |
| Forte Capital LLC | 22,984 | $928.0K | 0.17% | −37−0.2% | Reduced |
| Assetmark, Inc | 23,041 | $930.0K | 0.00% | +21,539+1,434.0% | Added |
| Excalibur Management Corp | 23,093 | $932.0K | 0.52% | −125−0.5% | Reduced |
| Comerica Securities,inc. | 22,647 | $936.0K | 0.08% | −510−2.2% | Reduced |
| Kovack Advisors, Inc. | 23,190 | $936.0K | 0.14% | +5,712+32.7% | Added |
| ICW Investment Advisors LLC | 23,546 | $951.0K | 0.64% | +455+2.0% | Added |
| Sandy Spring Bank | 23,737 | $958.0K | 0.06% | −901−3.7% | Reduced |
| Trustmark National Bank Trust Department | 23,775 | $960.0K | 0.09% | −1,795−7.0% | Reduced |
| Institutional & Family Asset Management, LLC | 23,766 | $960.0K | 0.17% | +50+0.2% | Added |
| Convergence Investment Partners, LLC | 23,857 | $963.0K | 0.63% | −11,802−33.1% | Reduced |