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 |
|---|---|---|---|---|---|
| My Legacy Advisors, LLC | 12,520 | $566.0K | 0.29% | +1,920+18.1% | Added |
| Lloyd Park, LLC | 14,065 | $568.0K | 0.70% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 14,086 | $569.0K | 0.08% | −151−1.1% | Reduced |
| TRUE Private Wealth Advisors | 14,114 | $569.0K | 0.09% | +102+0.7% | Added |
| Signature Wealth Management Partners, LLC | 14,120 | $570.0K | 0.63% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 13,819 | $571.0K | 0.39% | −202−1.4% | Reduced |
| Modera Wealth Management, LLC | 14,158 | $572.0K | 0.03% | −1,324−8.6% | Reduced |
| Maven Securities LTD | 14,156 | $572.0K | 0.03% | +6,008+73.7% | Added |
| Wolff Financial Management LLC | 14,196 | $573.0K | 0.26% | +20.0% | Added |
| Red Door Wealth Management, LLC | 14,262 | $575.0K | 0.22% | −429−2.9% | Reduced |
| Grove Bank & Trust | 14,267 | $576.0K | 0.14% | −3,119−17.9% | Reduced |
| Bank Ozk | 14,257 | $576.0K | 0.31% | −775−5.2% | Reduced |
| Cornerstone Advisory, LLC | 14,388 | $581.0K | 0.13% | +6,777+89.0% | Added |
| Principle Wealth Partners LLC | 14,458 | $584.0K | 0.08% | −1,850−11.3% | Reduced |
| TrinityPoint Wealth, LLC | 14,519 | $586.0K | 0.13% | +261+1.8% | Added |
| Sonora Investment Management Group, LLC | 14,048 | $587.0K | 0.08% | 00.0% | Unchanged |
| Dakota Wealth Management | 14,573 | $588.0K | 0.05% | −71,687−83.1% | Reduced |
| Dorchester Wealth Management Co | 14,584 | $589.0K | 0.13% | +50.0% | Added |
| Ronald Blue Trust, Inc. | 14,228 | $594.0K | 0.01% | +5,129+56.4% | Added |
| Quadrant Capital Group LLC | 14,734 | $595.0K | 0.08% | +1,342+10.0% | Added |
| Straight Path Wealth Management | 14,772 | $596.0K | 0.54% | +60.0% | Added |
| Pettyjohn, Wood & White, Inc | 14,753 | $596.0K | 0.16% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 14,781 | $597.0K | 0.41% | +796+5.7% | Added |
| Bahl & Gaynor Inc | 14,800 | $598.0K | 0.00% | −425−2.8% | Reduced |
| Tradition Wealth Management, LLC | 14,815 | $598.0K | 0.09% | +125+0.9% | Added |
| Horst & Graben Wealth Management LLC | 14,810 | $598.0K | 0.17% | +276+1.9% | Added |
| Alpha Omega Wealth Management LLC | 14,837 | $599.0K | 0.11% | −1,995−11.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 14,882 | $601.0K | 0.54% | +1,007+7.3% | Added |
| Beacon Financial Advisory LLC | 15,076 | $609.0K | 0.43% | −2,113−12.3% | Reduced |
| B&D White Capital Company, LLC | 15,100 | $609.0K | 0.23% | +15,100 | New |
| Palisade Capital Management LLC | 15,100 | $610.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 15,134 | $611.0K | 0.04% | −1,380−8.4% | Reduced |
| Finer Wealth Management, Inc. | 15,121 | $611.0K | 0.60% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 15,173 | $613.0K | 0.16% | −15,453−50.5% | Reduced |
| Sequoia Financial Advisors, LLC | 15,185 | $613.0K | 0.02% | +350+2.4% | Added |
| Evergreen Capital Management LLC | 14,923 | $616.0K | 0.03% | +9,106+156.5% | Added |
| Independent Wealth Network Inc. | 15,288 | $617.0K | 0.48% | +663+4.5% | Added |
| Lafayette Investments, Inc. | 15,293 | $618.0K | 0.19% | +1,700+12.5% | Added |
| Crescent Grove Advisors, LLC | 15,062 | $622.0K | 0.07% | −11,662−43.6% | Reduced |
| Blue Chip Partners, Inc. | 15,398 | $622.0K | 0.09% | +305+2.0% | Added |
| Gulf International Bank (UK) Ltd | 15,593 | $629.0K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 15,569 | $629.0K | 0.09% | +3,378+27.7% | Added |
| VeraBank, N.A. | 15,664 | $633.0K | 0.40% | 00.0% | Unchanged |
| Summit X, LLC | 15,619 | $634.0K | 0.19% | +1,854+13.5% | Added |
| Bank of the West | 15,719 | $635.0K | 0.08% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 15,775 | $637.0K | 0.51% | 00.0% | Unchanged |
| Kendall Capital Management | 15,770 | $637.0K | 0.37% | +140+0.9% | Added |
| Lineweaver Wealth Advisors, LLC | 15,797 | $638.0K | 0.21% | +151+1.0% | Added |
| Westpac Banking Corp | 15,809 | $638.4K | 0.01% | +2,213+16.3% | Added |
| Allegheny Financial Group LTD | 15,890 | $641.0K | 0.30% | −527−3.2% | Reduced |
| Ashfield Capital Partners, LLC | 15,893 | $642.0K | 0.05% | +85+0.5% | Added |
| Evercore Wealth Management, LLC | 15,990 | $646.0K | 0.01% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 16,099 | $650.0K | 0.34% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 16,088 | $650.0K | 0.06% | +4,889+43.7% | Added |
| KLCM Advisors, Inc. | 16,131 | $651.0K | 0.15% | +42+0.3% | Added |
| Personal Cfo Solutions, LLC | 16,276 | $657.0K | 0.17% | +181+1.1% | Added |
| Columbia Asset Management | 16,380 | $661.0K | 0.18% | +375+2.3% | Added |
| Evanson Asset Management, LLC | 16,382 | $662.0K | 0.08% | +2,500+18.0% | Added |
| CWS Financial Advisors, LLC | 16,441 | $664.0K | 0.32% | +849+5.4% | Added |
| Clarius Group, LLC | 16,468 | $665.0K | 0.07% | −1,860−10.1% | Reduced |
| Spinnaker Trust | 16,467 | $665.0K | 0.06% | −600−3.5% | Reduced |
| V Wealth Advisors LLC | 16,526 | $667.0K | 0.13% | +1,981+13.6% | Added |
| Symmetry Partners, LLC | 16,574 | $669.0K | 0.05% | +2,904+21.2% | Added |
| Bickling Financial Services, Inc. | 16,600 | $671.0K | 0.45% | −121−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 16,704 | $675.0K | 0.08% | −1,668−9.1% | Reduced |
| Patron Partners Advisors, LLC | 16,709 | $675.0K | 0.56% | −435−2.5% | Reduced |
| Cozad Asset Management Inc | 16,716 | $675.0K | 0.11% | −9−0.1% | Reduced |
| Executive Wealth Group LLC | 16,750 | $676.4K | 0.58% | +355+2.2% | Added |
| Hoylecohen, LLC | 16,782 | $678.0K | 0.07% | +110+0.7% | Added |
| Newbridge Financial Services Group, Inc. | 16,794 | $678.0K | 0.40% | +2,599+18.3% | Added |
| West Chester Capital Advisors, Inc | 16,870 | $681.0K | 1.50% | −100−0.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 16,889 | $682.0K | 0.40% | −97−0.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 16,881 | $682.0K | 0.30% | +1,986+13.3% | Added |
| Coastwise Capital Group, LLC | 16,929 | $684.0K | 1.08% | −502−2.9% | Reduced |
| Bank of Hawaii | 16,973 | $685.0K | 0.05% | −1,045−5.8% | Reduced |
| Wealth Advisors of Iowa, LLC | 17,023 | $688.0K | 0.64% | −25,925−60.4% | Reduced |
| MTM Investment Management, LLC | 17,043 | $688.0K | 0.39% | +70.0% | Added |
| Moody Lynn & Lieberson, LLC | 17,091 | $690.0K | 0.07% | −430−2.5% | Reduced |
| Foster Group, Inc. | 17,124 | $691.0K | 0.06% | −163−0.9% | Reduced |
| Thomasville National Bank | 17,106 | $691.0K | 0.08% | +1,736+11.3% | Added |
| Madison Asset Management, LLC | 17,139 | $692.0K | 0.01% | −130−0.8% | Reduced |
| Moneta Group Investment Advisors LLC | 17,162 | $693.0K | 0.03% | −5,151−23.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 17,199 | $694.0K | 0.03% | −117−0.7% | Reduced |
| Veracity Capital LLC | 17,180 | $694.0K | 0.38% | +408+2.4% | Added |
| Fund Management at Engine No. 1 LLC | 17,318 | $699.0K | 0.21% | −964−5.3% | Reduced |
| HCR Wealth Advisors | 16,957 | $700.0K | 0.15% | −42−0.2% | Reduced |
| San Luis Wealth Advisors LLC | 17,371 | $701.0K | 0.73% | +17,371 | New |
| Sonen Capital LLC | 17,000 | $703.0K | 1.14% | −502−2.9% | Reduced |
| Checchi Capital Advisers, LLC | 17,574 | $710.0K | 0.08% | −401−2.2% | Reduced |
| ETF Store, Inc. | 17,590 | $710.0K | 0.62% | +1,104+6.7% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $711.0K | 0.22% | −94−0.5% | Reduced |
| Eagle Global Advisors LLC | 17,692 | $714.0K | 0.05% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 17,675 | $714.0K | 0.17% | 00.0% | Unchanged |
| Boston Family Office LLC | 17,770 | $718.0K | 0.06% | −876−4.7% | Reduced |
| Foresight Wealth Management, LLC | 17,783 | $718.0K | 0.31% | +2,065+13.1% | Added |
| Arete Wealth Advisors, LLC | 17,805 | $719.0K | 0.07% | +4,888+37.8% | Added |
| Massachusetts Financial Services Co | 17,824 | $720.0K | 0.00% | −650−3.5% | Reduced |
| Zhang Financial LLC | 17,898 | $723.0K | 0.11% | −1,568−8.1% | Reduced |
| Princeton Global Asset Management LLC | 17,894 | $723.0K | 0.25% | 00.0% | Unchanged |
| Bank Hapoalim BM | 17,920 | $724.0K | 0.09% | −600−3.2% | Reduced |