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; 2,574 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
- 1,766
- −17 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
- 100
- 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Next Level Private LLC | 27,041 | $1.16M | 1.02% | +27,041 | New |
| Keudell/Morrison Wealth Management | 28,605 | $1.16M | 0.43% | −90.0% | Reduced |
| Everett Harris & Co | 28,503 | $1.15M | 0.02% | −2,142−7.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 28,430 | $1.15M | 0.06% | +1,216+4.5% | Added |
| Lee Financial Co | 28,406 | $1.15M | 0.21% | +61+0.2% | Added |
| Range Financial Group LLC | 28,385 | $1.15M | 0.89% | +837+3.0% | Added |
| CenterBook Partners LP | 28,299 | $1.14M | 0.22% | +13,007+85.1% | Added |
| Delta Capital Management LLC | 28,245 | $1.14M | 0.93% | 00.0% | Unchanged |
| Greenfield Savings Bank | 28,110 | $1.14M | 0.82% | −380−1.3% | Reduced |
| CMG Global Holdings, LLC | 28,079 | $1.13M | 1.22% | −462−1.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 28,043 | $1.13M | 0.79% | +2,091+8.1% | Added |
| Flagship Harbor Advisors, LLC | 27,988 | $1.13M | 0.13% | +655+2.4% | Added |
| Welch & Forbes LLC | 27,647 | $1.12M | 0.02% | +1,835+7.1% | Added |
| First Hawaiian Bank | 27,645 | $1.12M | 0.04% | −290−1.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 27,566 | $1.11M | 0.06% | +1,078+4.1% | Added |
| Rothschild Investment Corp | 27,420 | $1.11M | 0.11% | +71+0.3% | Added |
| CIBC World Markets Corp | 27,325 | $1.10M | 0.02% | −990,970−97.3% | Reduced |
| Wealthspire Advisors, LLC | 27,304 | $1.10M | 0.02% | +4,255+18.5% | Added |
| Sante Capital Fund, LP | 27,294 | $1.10M | 2.25% | −20,254−42.6% | Reduced |
| Orion Portfolio Solutions, LLC | 27,233 | $1.10M | 0.04% | +5,997+28.2% | Added |
| Signaturefd, LLC | 27,228 | $1.10M | 0.04% | +487+1.8% | Added |
| Burns J W & Co Inc | 27,140 | $1.10M | 0.22% | −1,043−3.7% | Reduced |
| Taylor Hoffman Wealth Management | 27,131 | $1.10M | 0.57% | +763+2.9% | Added |
| Narwhal Capital Management | 26,985 | $1.09M | 0.16% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 26,991 | $1.09M | 0.05% | +5,322+24.6% | Added |
| Paradigm Capital Management, LLC | 26,943 | $1.09M | 1.45% | −124−0.5% | Reduced |
| Chelsea Counsel Co | 26,840 | $1.08M | 0.67% | +2,040+8.2% | Added |
| Metis Global Partners, LLC | 26,747 | $1.08M | 0.17% | −261−1.0% | Reduced |
| Steel Peak Wealth Management LLC | 26,093 | $1.08M | 0.08% | +3,959+17.9% | Added |
| Invst, LLC | 24,758 | $1.08M | 0.18% | +3,065+14.1% | Added |
| Wedgewood Investors Inc | 26,562 | $1.07M | 1.65% | 00.0% | Unchanged |
| Element Capital Management LLC | 26,511 | $1.07M | 0.51% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 26,385 | $1.06M | 0.09% | +1,821+7.4% | Added |
| Burleson & Company, LLC | 26,211 | $1.06M | 0.23% | +110.0% | Added |
| Smith, Moore & Co. | 26,148 | $1.06M | 0.16% | +1,504+6.1% | Added |
| Ashton Thomas Private Wealth, LLC | 26,085 | $1.05M | 0.12% | +357+1.4% | Added |
| Nwam LLC | 26,041 | $1.05M | 0.10% | +4,996+23.7% | Added |
| Level Four Advisory Services, LLC | 25,960 | $1.05M | 0.10% | −1,274−4.7% | Reduced |
| Close Asset Management Ltd | 25,901 | $1.05M | 0.06% | −1,313−4.8% | Reduced |
| Atlantic Union Bankshares Corp | 25,887 | $1.04M | 0.12% | −904−3.4% | Reduced |
| Traynor Capital Management, Inc. | 25,897 | $1.04M | 0.19% | −93−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 25,886 | $1.04M | 0.03% | +1,389+5.7% | Added |
| Wesbanco Bank Inc | 25,833 | $1.04M | 0.07% | −3,872−13.0% | Reduced |
| AdvisorNet Financial, Inc | 25,753 | $1.04M | 0.10% | −589−2.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 25,599 | $1.04M | 0.08% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 25,574 | $1.03M | 0.16% | +2,538+11.0% | Added |
| LS Investment Advisors, LLC | 25,085 | $1.01M | 0.21% | +24+0.1% | Added |
| HBW Advisory Services LLC | 25,004 | $1.01M | 0.28% | +1,382+5.9% | Added |
| IFG Advisory, LLC | 24,916 | $1.01M | 0.09% | +8,587+52.6% | Added |
| RFG Advisory, LLC | 21,857 | $1.00M | 0.06% | +1,023+4.9% | Added |
| Focus Financial Network, Inc. | 24,251 | $1.00M | 0.09% | +1,573+6.9% | Added |
| Capital CS Group, LLC | 24,723 | $998.0K | 1.11% | +2,000+8.8% | Added |
| Wipfli Financial Advisors LLC, | 24,191 | $998.0K | 0.07% | +24,191 | New |
| Integrated Advisors Network LLC | 24,362 | $984.0K | 0.07% | −3,366−12.1% | Reduced |
| Bradley Foster & Sargent Inc | 24,351 | $984.0K | 0.03% | +540+2.3% | Added |
| Certified Advisory Corp | 24,338 | $983.0K | 0.22% | +66+0.3% | Added |
| Patton Albertson Miller Group, LLC | 24,283 | $981.0K | 0.21% | −330−1.3% | Reduced |
| Human Investing LLC | 24,274 | $980.0K | 0.25% | −4,296−15.0% | Reduced |
| 55I, LLC | 24,242 | $979.0K | 0.03% | +11,974+97.6% | Added |
| Focused Wealth Management, Inc | 24,227 | $978.0K | 0.21% | +473+2.0% | Added |
| Jaffetilchin Investment Partners, LLC | 24,125 | $974.0K | 0.13% | +5,471+29.3% | Added |
| Balentine LLC | 24,061 | $972.0K | 0.04% | −31,006−56.3% | Reduced |
| Colony Group LLC | 24,067 | $972.0K | 0.02% | +1,783+8.0% | Added |
| Coombe, Bender & Co LLC | 24,036 | $971.0K | 0.86% | +1,166+5.1% | Added |
| GM Advisory Group, Inc. | 23,918 | $966.0K | 0.12% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 23,857 | $963.0K | 0.63% | −11,802−33.1% | Reduced |
| Meeder Asset Management Inc | 23,843 | $963.0K | 0.06% | −5,165−17.8% | 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 |
| Sandy Spring Bank | 23,737 | $958.0K | 0.06% | −901−3.7% | Reduced |
| ICW Investment Advisors LLC | 23,546 | $951.0K | 0.64% | +455+2.0% | Added |
| 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 |
| Excalibur Management Corp | 23,093 | $932.0K | 0.52% | −125−0.5% | Reduced |
| Assetmark, Inc | 23,041 | $930.0K | 0.00% | +21,539+1,434.0% | Added |
| Forte Capital LLC | 22,984 | $928.0K | 0.17% | −37−0.2% | Reduced |
| CAPROCK Group, Inc. | 22,504 | $927.0K | 0.09% | +2,648+13.3% | Added |
| Citizens Financial Group Inc | 22,379 | $924.0K | 0.04% | −1,229−5.2% | 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 |
| One Capital Management, LLC | 22,590 | $912.0K | 0.05% | −200−0.9% | Reduced |
| Cigna Investments Inc | 22,383 | $903.0K | 0.20% | −1,127−4.8% | Reduced |
| CoreFirst Bank & Trust | 22,223 | $897.0K | 0.77% | −600−2.6% | Reduced |
| Ameritas Investment Partners, Inc. | 22,162 | $894.0K | 0.04% | −494−2.2% | Reduced |
| TrimTabs Asset Management, LLC | 22,126 | $893.0K | 0.62% | −1,620−6.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,080 | $892.0K | 0.09% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,041 | $890.0K | 0.05% | −415−1.8% | Reduced |
| XML Financial, LLC | 21,979 | $888.0K | 0.12% | +294+1.4% | Added |
| FRG Family Wealth Advisors LLC | 21,967 | $887.0K | 0.22% | −100−0.5% | Reduced |
| 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 |
| Wagner Wealth Management, LLC | 21,862 | $883.0K | 0.65% | +8,640+65.3% | Added |
| Shoker Investment Counsel, Inc. | 21,761 | $878.0K | 0.46% | +5,929+37.4% | Added |
| 44 Wealth Management LLC | 21,708 | $877.0K | 0.36% | +8,905+69.6% | Added |
| 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 |
| Mork Capital Management, LLC | 21,580 | $871.0K | 0.86% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 21,535 | $870.0K | 0.19% | −76,984−78.1% | Reduced |
| Lindbrook Capital, LLC | 21,469 | $867.0K | 0.15% | +1,178+5.8% | Added |