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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 9,458 | $382.0K | 0.02% | +3,064+47.9% | Added |
| Holderness Investments Co | 9,488 | $383.0K | 0.17% | −280−2.9% | Reduced |
| Wellington Shields & Co., LLC | 9,520 | $384.0K | 0.17% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 8,640 | $384.0K | 0.09% | +300+3.6% | Added |
| Home Federal Bank of Tennessee | 9,542 | $385.0K | 0.16% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 9,530 | $385.0K | 0.11% | +11+0.1% | Added |
| Successful Portfolios LLC | 9,575 | $387.0K | 0.28% | −22−0.2% | Reduced |
| First Western Trust Bank | 9,628 | $389.0K | 0.03% | +65+0.7% | Added |
| Anchor Investment Management, LLC | 9,641 | $389.3K | 0.06% | −37−0.4% | Reduced |
| First Community Trust NA | 9,679 | $391.0K | 0.53% | −100−1.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 9,678 | $391.0K | 0.14% | −56−0.6% | Reduced |
| TownSquare Capital, LLC | 9,691 | $391.0K | 0.01% | +635+7.0% | Added |
| Court Place Advisors, LLC | 9,718 | $392.0K | 0.16% | +875+9.9% | Added |
| Parcion Private Wealth LLC | 9,724 | $393.0K | 0.04% | +337+3.6% | Added |
| Gradient Investments LLC | 9,748 | $394.0K | 0.01% | +283+3.0% | Added |
| Bouchey Financial Group Ltd | 9,819 | $396.0K | 0.06% | +16+0.2% | Added |
| Linscomb & Williams, Inc. | 9,862 | $398.0K | 0.02% | +1,064+12.1% | Added |
| Trustcore Financial Services, LLC | 9,855 | $398.0K | 0.04% | +1,084+12.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 9,896 | $400.0K | 0.12% | −500−4.8% | Reduced |
| Washington Trust Co | 9,902 | $400.0K | 0.02% | +674+7.3% | Added |
| Alpha Cubed Investments, LLC | 9,931 | $401.0K | 0.03% | +2,021+25.5% | Added |
| Summit Financial Group Inc | 9,975 | $403.0K | 0.17% | −715−6.7% | Reduced |
| MONECO Advisors, LLC | 9,985 | $403.0K | 0.16% | +344+3.6% | Added |
| State Farm Mutual Automobile Insurance Co | 10,000 | $404.0K | 0.00% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 10,012 | $404.0K | 0.04% | +107+1.1% | Added |
| Asset Management Corp | 10,063 | $406.0K | 0.32% | −861−7.9% | Reduced |
| Northcape Wealth Management, LLC | 10,044 | $406.0K | 0.14% | +3,769+60.1% | Added |
| Man Group plc | 10,084 | $407.0K | 0.00% | – | – |
| Brooks, Moore & Associates, Inc. | 10,082 | $407.0K | 0.33% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 10,150 | $410.0K | 0.27% | 00.0% | Unchanged |
| Resolute Partners Group | 9,926 | $410.0K | 0.05% | +203+2.1% | Added |
| Oakworth Capital, Inc. | 10,189 | $411.0K | 0.05% | 00.0% | Unchanged |
| Total Investment Management Inc | 10,234 | $413.0K | 0.08% | +40.0% | Added |
| Gratus Capital LLC | 10,310 | $416.0K | 0.04% | +1,365+15.3% | Added |
| Archford Capital Strategies, LLC | 10,361 | $418.0K | 0.11% | +578+5.9% | Added |
| Castle Rock Wealth Management, LLC | 9,435 | $418.0K | 0.21% | +10+0.1% | Added |
| Lake Street Advisors Group, LLC | 10,355 | $418.0K | 0.03% | +10,355 | New |
| McRae Capital Management Inc | 10,387 | $419.0K | 0.13% | +202+2.0% | Added |
| Droms Strauss Advisors Inc | 10,381 | $419.0K | 0.21% | +10,381 | New |
| WFA Asset Management Corp | 10,396 | $419.8K | 0.30% | +371+3.7% | Added |
| Cladis Investment Advisory, LLC | 10,400 | $420.0K | 0.45% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 10,437 | $421.0K | 0.07% | +917+9.6% | Added |
| Summit Financial, LLC | 10,212 | $421.9K | 0.04% | +2,753+36.9% | Added |
| Foundations Investment Advisors, LLC | 10,474 | $423.0K | 0.02% | −1,045−9.1% | Reduced |
| Orca Investment Management, LLC | 10,466 | $423.0K | 0.55% | −454−4.2% | Reduced |
| Montecito Bank & Trust | 10,470 | $423.0K | 0.11% | −194−1.8% | Reduced |
| Covenant Partners, LLC | 10,496 | $424.0K | 0.21% | −1,748−14.3% | Reduced |
| Financial Advisory Service, Inc. | 10,524 | $425.0K | 0.05% | −722−6.4% | Reduced |
| Woodmont Investment Counsel LLC | 10,536 | $425.0K | 0.05% | −25−0.2% | Reduced |
| Indie Asset Partners, LLC | 10,515 | $425.0K | 0.44% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 10,516 | $425.0K | 0.03% | +47+0.4% | Added |
| Hexagon Capital Partners LLC | 10,520 | $425.0K | 0.13% | +3,069+41.2% | Added |
| Morton Capital Management LLC | 10,553 | $426.1K | 0.19% | +10,553 | New |
| Staley Capital Advisers Inc | 10,578 | $427.0K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 10,575 | $427.0K | 0.13% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 10,052 | $427.0K | 0.08% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 10,178 | $428.0K | 0.09% | +164+1.6% | Added |
| Royal Capital Wealth Management, LLC | 10,591 | $428.0K | 0.50% | +509+5.0% | Added |
| Montag A & Associates Inc | 10,386 | $429.0K | 0.03% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,680 | $431.0K | 0.15% | 00.0% | Unchanged |
| StoneX Group Inc. | 10,447 | $431.5K | 0.06% | −2,516−19.4% | Reduced |
| Bedel Financial Consulting, Inc. | 9,420 | $432.0K | 0.11% | +7+0.1% | Added |
| Wealth Alliance | 10,716 | $432.0K | 0.09% | +1,343+14.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,700 | $432.0K | 0.13% | +3,370+46.0% | Added |
| GSB Wealth Management, LLC | 10,740 | $434.0K | 0.16% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 10,762 | $435.0K | 0.12% | −100−0.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,793 | $436.0K | 0.13% | +230+2.2% | Added |
| Inscription Capital, LLC | 10,819 | $437.0K | 0.12% | +50+0.5% | Added |
| WMS Partners, LLC | 10,852 | $438.0K | 0.06% | −1,930−15.1% | Reduced |
| Wealth Architects, LLC | 10,858 | $438.0K | 0.09% | −346−3.1% | Reduced |
| Cobblestone Capital Advisors LLC | 10,837 | $438.0K | 0.04% | +2,860+35.9% | Added |
| St. Louis Trust Co | 10,700 | $439.0K | 0.13% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 10,874 | $439.0K | 0.04% | +10,874 | New |
| Taylor & Morgan Wealth Management, LLC | 10,893 | $440.0K | 0.44% | −53−0.5% | Reduced |
| Investment Partners, Ltd. | 10,924 | $441.0K | 0.13% | +10,924 | New |
| Aaron Wealth Advisors | 10,912 | $441.0K | 0.08% | +10,912 | New |
| Sage Private Wealth Group, LLC | 10,973 | $443.0K | 0.59% | +83+0.8% | Added |
| Fishman Jay A Ltd | 11,035 | $445.6K | 0.06% | 00.0% | Unchanged |
| SPC Financial, Inc. | 11,066 | $447.0K | 0.06% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 11,086 | $448.0K | 0.08% | −725−6.1% | Reduced |
| MidWestOne Financial Group, Inc. | 11,094 | $448.0K | 0.11% | +150+1.4% | Added |
| Voya Financial Advisors, Inc. | 10,890 | $448.0K | 0.06% | +715+7.0% | Added |
| WBH Advisory Inc | 11,125 | $449.0K | 0.06% | −2,440−18.0% | Reduced |
| Ti-Trust, Inc | 11,109 | $449.0K | 0.48% | 00.0% | Unchanged |
| McGinn Investment Management, Inc. | 11,150 | $450.0K | 0.39% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 11,156 | $450.0K | 0.36% | +123+1.1% | Added |
| Creative Financial Designs Inc | 11,173 | $451.0K | 0.07% | +3,592+47.4% | Added |
| Conning Inc. | 11,206 | $452.0K | 0.02% | −103−0.9% | Reduced |
| Waldron Private Wealth LLC | 10,913 | $452.0K | 0.03% | +784+7.7% | Added |
| MSH Capital Advisors LLC | 11,232 | $453.6K | 0.22% | −145−1.3% | Reduced |
| Forum Financial Management, LP | 11,302 | $456.0K | 0.02% | −1,799−13.7% | Reduced |
| Monarch Capital Management Inc | 11,101 | $458.0K | 0.15% | −522−4.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11,353 | $458.0K | 0.08% | +3,246+40.0% | Added |
| Fort, L.P. | 11,379 | $459.0K | 0.57% | −7,344−39.2% | Reduced |
| PBMares Wealth Management LLC | 11,373 | $459.0K | 0.20% | −955−7.7% | Reduced |
| Avidian Wealth Solutions, LLC | 11,360 | $459.0K | 0.03% | +352+3.2% | Added |
| Ignite Planners, LLC | 11,095 | $459.0K | 0.37% | +134+1.2% | Added |
| Lakeview Capital Partners, LLC | 11,424 | $461.0K | 0.18% | +1,163+11.3% | Added |
| Interchange Capital Partners, LLC | 11,428 | $461.0K | 0.51% | +1,611+16.4% | Added |
| Girard Partners Ltd. | 11,448 | $462.0K | 0.06% | −241−2.1% | Reduced |