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 |
|---|---|---|---|---|---|
| SS&H Financial Advisors, Inc. | 6,500 | $262.0K | 0.14% | 00.0% | Unchanged |
| Davis R M Inc | 6,568 | $265.0K | 0.01% | −67−1.0% | Reduced |
| Quantinno Capital Management LP | 6,554 | $265.0K | 0.03% | +548+9.1% | Added |
| AMG National Trust Bank | 6,571 | $265.0K | 0.01% | +6,571 | New |
| Edgemoor Investment Advisors, Inc. | 6,597 | $266.0K | 0.04% | +30.0% | Added |
| Financial Architects, Inc | 6,576 | $266.0K | 0.05% | +108+1.7% | Added |
| Ahrens Investment Partners LLC | 6,590 | $266.0K | 0.14% | +1,270+23.9% | Added |
| Two Sigma Securities, LLC | 6,618 | $267.0K | 0.04% | −3,201−32.6% | Reduced |
| Cowa, LLC | 6,617 | $267.0K | 0.18% | −500−7.0% | Reduced |
| Keystone Financial Group | 6,609 | $267.0K | 0.05% | −176−2.6% | Reduced |
| IAM Advisory, LLC | 6,607 | $267.0K | 0.11% | +10+0.2% | Added |
| Kovitz Investment Group Partners, LLC | 6,621 | $267.0K | 0.01% | +503+8.2% | Added |
| Northstar Group, Inc. | 6,634 | $268.0K | 0.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,630 | $268.0K | 0.06% | +5+0.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 6,636 | $268.0K | 0.11% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 6,649 | $268.0K | 0.00% | +6,649 | New |
| Gilman Hill Asset Management, LLC | 6,658 | $269.0K | 0.06% | −2,880−30.2% | Reduced |
| City Holding Co | 6,673 | $269.0K | 0.05% | −84−1.2% | Reduced |
| Peoples Financial Services Corp. | 6,697 | $270.0K | 0.14% | −200−2.9% | Reduced |
| Jeereddi Investments, LP | 6,675 | $270.0K | 1.24% | +6,675 | New |
| Krilogy Financial LLC | 6,716 | $271.0K | 0.03% | −1,157−14.7% | Reduced |
| Ellis Investment Partners, LLC | 6,716 | $271.0K | 0.08% | −737−9.9% | Reduced |
| Physicians Financial Services, Inc. | 6,729 | $272.0K | 0.13% | −286−4.1% | Reduced |
| Herold Advisors, Inc. | 6,755 | $272.0K | 0.13% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 6,764 | $273.0K | 0.01% | −1,396−17.1% | Reduced |
| Clear Creek Financial Management, LLC | 6,794 | $274.0K | 0.06% | +50+0.7% | Added |
| Arrow Financial Corp | 6,781 | $274.0K | 0.04% | +700+11.5% | Added |
| Donaldson Capital Management, LLC | 6,791 | $274.0K | 0.02% | +6,791 | New |
| Guyasuta Investment Advisors Inc | 6,798 | $275.0K | 0.02% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 6,827 | $276.0K | 0.35% | +949+16.1% | Added |
| Opal Wealth Advisors, LLC | 6,862 | $277.0K | 0.20% | −17−0.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,862 | $277.0K | 0.15% | +163+2.4% | Added |
| Byrne Asset Management LLC | 6,855 | $277.0K | 0.21% | +407+6.3% | Added |
| Wambolt & Associates, LLC | 6,874 | $278.0K | 0.12% | −60−0.9% | Reduced |
| Gsa Capital Partners LLP | 6,913 | $279.0K | 0.04% | −9,705−58.4% | Reduced |
| TSFG, LLC | 6,911 | $279.0K | 0.13% | +163+2.4% | Added |
| Claro Advisors LLC | 6,674 | $279.0K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,929 | $280.0K | 0.01% | −6−0.1% | Reduced |
| Journey Advisory Group, LLC | 6,926 | $280.0K | 0.07% | +1,600+30.0% | Added |
| Tandem Investment Advisors, Inc. | 6,954 | $281.0K | 0.02% | −155−2.2% | Reduced |
| Vivaldi Capital Management, LLC | 6,577 | $282.0K | 0.08% | −142−2.1% | Reduced |
| State of Wyoming | 6,990 | $282.0K | 0.14% | +4,124+143.9% | Added |
| D. Scott Neal, Inc. | 7,000 | $283.0K | 0.12% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 7,020 | $283.0K | 0.04% | +900+14.7% | Added |
| RWM Asset Management, LLC | 7,036 | $284.0K | 0.06% | +6,123+670.6% | Added |
| V2 Financial group LLC | 7,048 | $284.6K | 0.25% | +300+4.4% | Added |
| E&G Advisors, LP | 7,067 | $285.0K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 7,070 | $285.0K | 0.10% | +1,046+17.4% | Added |
| Strategic Blueprint, LLC | 7,055 | $285.0K | 0.04% | +1,191+20.3% | Added |
| Jones Financial Companies LLLP | 7,050 | $285.0K | 0.00% | +1,353+23.7% | Added |
| Concord Wealth Partners | 7,086 | $286.0K | 0.09% | +791+12.6% | Added |
| Peak Financial Advisors LLC | 7,142 | $288.0K | 0.35% | −1,920−21.2% | Reduced |
| Tompkins Financial Corp | 7,137 | $288.0K | 0.05% | 00.0% | Unchanged |
| Community Trust & Investment Co | 7,130 | $288.0K | 0.03% | 00.0% | Unchanged |
| LGT Group Foundation | 7,168 | $289.0K | 0.01% | −4,832−40.3% | Reduced |
| PDS Planning, Inc | 7,208 | $291.0K | 0.05% | −646−8.2% | Reduced |
| SP Asset Management | 7,209 | $291.0K | 0.04% | −259−3.5% | Reduced |
| Northwest Bancshares, Inc. | 7,210 | $291.0K | 0.07% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,206 | $291.0K | 0.12% | +12+0.2% | Added |
| Evoke Wealth, LLC | 7,054 | $291.0K | 0.01% | +112+1.6% | Added |
| Boenning & Scattergood, Inc. | 7,214 | $291.0K | 0.06% | +1,861+34.8% | Added |
| Centerpoint Advisors, LLC | 7,208 | $291.0K | 0.15% | +6,507+928.2% | Added |
| Van Hulzen Asset Management, LLC | 7,244 | $293.0K | 0.04% | −26,472−78.5% | Reduced |
| West Bancorporation Inc | 7,263 | $293.0K | 0.22% | −3,787−34.3% | Reduced |
| TD Ameritrade Investment Management, LLC | 7,267 | $293.0K | 0.00% | −1,340−15.6% | Reduced |
| Eudaimonia Advisors LLC | 7,246 | $293.0K | 0.21% | −86−1.2% | Reduced |
| Regent Investment Management LLC | 7,265 | $293.0K | 0.09% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 6,593 | $293.0K | 0.19% | +220+3.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 7,113 | $294.0K | 0.15% | −300−4.0% | Reduced |
| SFMG, LLC | 6,563 | $294.0K | 0.03% | +20.0% | Added |
| Kenfarb & Co. | 7,300 | $295.0K | 0.28% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 7,311 | $295.0K | 0.05% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 7,366 | $297.0K | 0.19% | +40+0.5% | Added |
| Alpha Paradigm Partners, LLC | 7,358 | $297.0K | 0.13% | +4,205+133.4% | Added |
| SC&H Financial Advisors, Inc. | 7,402 | $299.0K | 0.15% | −1,496−16.8% | Reduced |
| Requisite Capital Management, LLC | 7,253 | $300.0K | 0.10% | −3,500−32.5% | Reduced |
| Plancorp, LLC | 7,441 | $300.0K | 0.02% | +67+0.9% | Added |
| HHM Wealth Advisors, LLC | 7,453 | $301.0K | 0.08% | −300−3.9% | Reduced |
| First Financial Bank - Trust Division | 7,447 | $301.0K | 0.04% | +449+6.4% | Added |
| Icon Wealth Advisors, LLC | 7,463 | $301.0K | 0.04% | +7,463 | New |
| Smith Shellnut Wilson LLC | 7,495 | $303.0K | 0.20% | −2,000−21.1% | Reduced |
| Greatmark Investment Partners, Inc. | 7,536 | $304.0K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7,546 | $305.0K | 0.05% | −50−0.7% | Reduced |
| Sovereign Financial Group, Inc. | 7,552 | $305.0K | 0.12% | +158+2.1% | Added |
| Summit Financial Wealth Advisors, LLC | 6,715 | $305.0K | 0.09% | 00.0% | Unchanged |
| Charter Trust Co | 7,590 | $306.0K | 0.03% | −165−2.1% | Reduced |
| Howland Capital Management LLC | 7,414 | $306.0K | 0.02% | +2,499+50.8% | Added |
| Capital Insight Partners, LLC | 7,600 | $307.0K | 0.08% | −5,435−41.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 7,635 | $308.0K | 0.11% | 00.0% | Unchanged |
| Baxter Bros Inc | 7,618 | $308.0K | 0.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 7,616 | $308.0K | 0.04% | 00.0% | Unchanged |
| Family Management Corp | 7,667 | $310.0K | 0.08% | −304−3.8% | Reduced |
| Schechter Investment Advisors, LLC | 7,677 | $310.0K | 0.03% | +2,093+37.5% | Added |
| DRW Securities, L.L.C. | 7,666 | $310.0K | 0.10% | +7,666 | New |
| Cipher Capital LP | 7,674 | $310.0K | 0.05% | +7,674 | New |
| CFO4Life Group, LLC | 7,697 | $311.0K | 0.08% | −208−2.6% | Reduced |
| Oak Asset Management, LLC | 7,709 | $311.0K | 0.15% | +7,709 | New |
| Raleigh Capital Management Inc. | 7,755 | $313.0K | 0.18% | +616+8.6% | Added |
| Frisch Financial Group, Inc. | 7,787 | $314.0K | 0.13% | +570+7.9% | Added |
| Graypoint LLC | 7,780 | $314.0K | 0.04% | +2,456+46.1% | Added |