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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, Q4 2022

Institutional positions in Altria Group, Inc. as of Dec 31, 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
1,901
+170 vs. Q3 2022
Shares held
1.06B
+2.88M (+0.3%) vs. Q3 2022
Total value
$48.2B
+$5.69B (+13.4%) vs. Q3 2022
New holders
250
719 more added
Sold out
80
661 more reduced

36 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,901 institutions
Q1 2021: 1,776 institutionsQ2 2021: 1,753 institutionsQ3 2021: 1,711 institutionsQ4 2021: 1,852 institutionsQ1 2022: 1,920 institutionsQ2 2022: 1,814 institutionsQ3 2022: 1,767 institutionsQ4 2022: 1,901 institutionsQ1 2023: 1,877 institutionsQ2 2023: 1,885 institutionsQ3 2023: 1,843 institutionsQ4 2023: 1,891 institutionsQ1 2024: 1,903 institutionsQ2 2024: 1,919 institutionsQ3 2024: 1,997 institutionsQ4 2024: 2,173 institutionsQ1 2025: 2,251 institutionsQ2 2025: 2,267 institutionsQ3 2025: 2,357 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,502 institutionsQ2 2026: 2,575 institutions
Value heldQ4 2022: $48.2B
Q1 2021: $57.2BQ2 2021: $52.4BQ3 2021: $49.6BQ4 2021: $50.8BQ1 2022: $56.2BQ2 2022: $44.8BQ3 2022: $42.6BQ4 2022: $48.2BQ1 2023: $46.8BQ2 2023: $47.5BQ3 2023: $43.6BQ4 2023: $40.9BQ1 2024: $45.9BQ2 2024: $46.1BQ3 2024: $51.9BQ4 2024: $53.6BQ1 2025: $63.3BQ2 2025: $60.5BQ3 2025: $68.2BQ4 2025: $60.4BQ1 2026: $68.7BQ2 2026: $77.1B
Institutions holding MO and their total value by quarter
QuarterHoldersValue
Q2 20262,575$77.1B
Q1 20262,502$68.7B
Q4 20252,395$60.4B
Q3 20252,357$68.2B
Q2 20252,267$60.5B
Q1 20252,251$63.3B
Q4 20242,173$53.6B
Q3 20241,997$51.9B
Q2 20241,919$46.1B
Q1 20241,903$45.9B
Q4 20231,891$40.9B
Q3 20231,843$43.6B
Q2 20231,885$47.5B
Q1 20231,877$46.8B
Q4 20221,901$48.2B
Q3 20221,767$42.6B
Q2 20221,814$44.8B
Q1 20221,920$56.2B
Q4 20211,852$50.8B
Q3 20211,711$49.6B
Q2 20211,753$52.4B
Q1 20211,776$57.2B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q3 2022.

Institutions holding MO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Level Financial Advisors, Inc.7$00.00%+7New
Clean Yield Group1$460.00%00.0%Unchanged
Abound Wealth Management3$1510.00%−149−98.0%Reduced
Grey Fox Wealth Advisors, LLC10$4570.00%+10New
Creative Capital Management Investments LLC11$1.00K0.00%+11New
WestEnd Advisors, LLC22$1.01K0.00%+4+22.2%Added
Delos Wealth Advisors, LLC25$1.14K0.00%00.0%Unchanged
Tfo-TDC, LLC21$1.25K0.00%+21New
Kayne Anderson Rudnick Investment Management LLC35$1.60K0.00%−134−79.3%Reduced
Adirondack Retirement Specialists, Inc.40$1.83K0.00%00.0%Unchanged
HBC Financial Services, PLLC60$2.00K0.00%00.0%Unchanged
Country Trust Bank46$2.10K0.00%−429−90.3%Reduced
Retirement Financial Solutions, LLC46$2.10K0.00%+46New
Laurel Wealth Planning LLC51$2.33K0.00%00.0%Unchanged
SJS Investment Consulting Inc.51$2.33K0.00%+35+218.8%Added
Red Tortoise LLC58$2.65K0.00%+58New
Baldrige Asset Management LLC70$3.00K0.00%00.0%Unchanged
Horan Securities, Inc.74$3.38K0.00%+74New
Fiduciary Alliance LLC77$3.53K0.00%+77New
Trifecta Capital Advisors, LLC79$3.61K0.00%+79New
HighMark Wealth Management LLC86$3.91K0.00%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.90$4.00K0.04%−100−52.6%Reduced
Interactive Financial Advisors100$4.57K0.00%00.0%Unchanged
Syverson Strege & Co100$4.57K0.00%00.0%Unchanged
Gs Investments, Inc.100$4.57K0.00%00.0%Unchanged
Cary Street Partners Asset Management LLC100$4.57K0.00%+100New
Cassady Schiller Wealth Management, LLC100$4.57K0.00%+100New
MBM Wealth Consultants, LLC100$5.00K0.00%00.0%Unchanged
PayPay Securities Corp123$5.62K0.38%+123New
FWL Investment Management, LLC130$5.94K0.00%+130New
Rise Advisors, LLC133$6.10K0.00%+3+2.3%Added
Advanced Asset Management Advisors Inc139$6.35K0.00%+139New
Quarry LP149$6.81K0.01%+149New
Emfo, LLC150$6.86K0.01%00.0%Unchanged
Raffa Wealth Management, LLC150$6.86K0.00%00.0%Unchanged
Ellevest, Inc.150$6.86K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC143$7.00K0.00%+123+615.0%Added
True Wealth Design, LLC155$7.08K0.00%+155New
Koesten, Hirschmann & Crabtree, INC.160$7.31K0.01%+160New
St Germain D J Co Inc165$7.54K0.00%−5,312−97.0%Reduced
Annapolis Financial Services, LLC167$7.63K0.00%−294−63.8%Reduced
Rebalance, LLC190$8.69K0.00%+190New
First Personal Financial Services200$9.14K0.00%−191−48.8%Reduced
Mascoma Wealth Management LLC200$9.14K0.00%00.0%Unchanged
My Personal CFO, LLC212$9.69K0.01%+212New
Front Row Advisors LLC207$10.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC225$10.0K0.01%00.0%Unchanged
Okabena Investment Services Inc220$10.1K0.01%+220New
JNBA Financial Advisors225$10.3K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.226$10.3K0.01%00.0%Unchanged
Insight Financial Services227$10.4K0.02%00.0%Unchanged
Schubert & Co235$10.7K0.01%−14−5.6%Reduced
Distillate Capital Partners LLC239$10.9K1.02%+239New
US Asset Management LLC250$11.0K0.01%+250New
Atlas Capital Advisors LLC244$11.2K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC252$11.5K0.00%+50+24.8%Added
Sierra Capital LLC270$12.0K0.00%00.0%Unchanged
Mendota Financial Group, LLC265$12.1K0.02%+265New
Phocas Financial Corp.273$12.5K0.00%+273New
FSC Wealth Advisors, LLC273$12.5K0.02%−440−61.7%Reduced
Activest Wealth Management284$13.0K0.00%+14+5.2%Added
New Millennium Group LLC284$13.0K0.01%+21+8.0%Added
Highline Wealth Partners LLC285$13.0K0.01%+285New
Cedar Mountain Advisors, LLC285$13.0K0.00%00.0%Unchanged
Spartan Planning & Wealth Management287$13.1K0.02%+282+5,640.0%Added
NewSquare Capital LLC288$13.1K0.00%+140+94.6%Added
Fairfield Financial Advisors, LTD291$13.3K0.01%+6+2.1%Added
Pittenger & Anderson Inc300$13.7K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC300$13.7K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC300$13.7K0.01%00.0%Unchanged
Global Wealth Strategies & Associates300$13.7K0.01%+300New
Private Ocean, LLC305$13.9K0.00%00.0%Unchanged
NVWM, LLC300$14.0K0.01%00.0%Unchanged
Sageworth Trust Co300$14.0K0.00%00.0%Unchanged
KB Financial Partners, LLC308$14.0K0.00%00.0%Unchanged
Perkins Coie Trust Co308$14.1K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP325$14.9K0.00%+325New
Goodwin Investment Advisory330$15.1K0.01%00.0%Unchanged
Marathon Trading Investment Management LLC334$15.3K0.01%−18,964−98.3%Reduced
Beaird Harris Wealth Management, LLC355$16.2K0.00%00.0%Unchanged
Core Alternative Capital372$17.0K0.00%−61−14.1%Reduced
VitalStone Financial, LLC375$17.0K0.01%+375New
Affiance Financial, LLC375$17.1K0.01%+375New
Bellwether Advisors, LLC380$17.4K0.01%−236−38.3%Reduced
Studio Investment Management LLC386$17.6K0.01%00.0%Unchanged
Financial Freedom, LLC386$17.6K0.01%+386New
EWG Elevate Inc.392$17.9K0.01%+392New
Ogorek Anthony Joseph400$18.0K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC400$18.3K0.01%−140−25.9%Reduced
Kelly Lawrence W & Associates Inc400$18.3K0.01%00.0%Unchanged
McIlrath & Eck, LLC403$18.4K0.00%−1,596−79.8%Reduced
IAG Wealth Partners, LLC416$19.0K0.01%+9+2.2%Added
Proffitt & Goodson Inc420$19.2K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.425$19.4K0.01%00.0%Unchanged
Register Financial Advisors LLC477$21.8K0.01%+477New
PrairieView Partners, LLC500$22.0K0.00%+200+66.7%Added
Ritter Daniher Financial Advisory LLC500$22.9K0.01%00.0%Unchanged
Mizuho Securities Co. Ltd.500$22.9K0.06%+376+303.2%Added
Iron Horse Wealth Management, LLC500$23.0K0.01%00.0%Unchanged
Asset Dedication, LLC494$23.0K0.00%+23+4.9%Added