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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 13,294 | $607.7K | 0.14% | +2,200+19.8% | Added |
| Van Cleef Asset Management,Inc | 13,344 | $609.9K | 0.10% | −46−0.3% | Reduced |
| Segall Bryant & Hamill, LLC | 13,398 | $612.0K | 0.01% | −300−2.2% | Reduced |
| City State Bank | 13,406 | $613.0K | 0.38% | +310+2.4% | Added |
| Marco Investment Management LLC | 13,458 | $615.2K | 0.07% | −50.0% | Reduced |
| West Chester Capital Advisors, Inc | 13,472 | $615.8K | 1.23% | −3,398−20.1% | Reduced |
| Bank Ozk | 13,475 | $615.9K | 0.31% | −782−5.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,489 | $616.6K | 0.24% | +20.0% | Added |
| Old Point Trust & Financial Services N A | 13,496 | $616.9K | 0.28% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13,515 | $617.8K | 0.11% | +2,162+19.0% | Added |
| Keystone Wealth Services, LLC | 13,585 | $621.0K | 0.27% | +30+0.2% | Added |
| Capital Analysts, LLC | 13,617 | $622.0K | 0.04% | +463+3.5% | Added |
| BKD Wealth Advisors, LLC | 13,697 | $626.1K | 0.02% | +355+2.7% | Added |
| Dakota Wealth Management | 13,705 | $626.5K | 0.04% | −868−6.0% | Reduced |
| First Horizon Advisors, Inc. | 13,733 | $627.8K | 0.02% | +206+1.5% | Added |
| Qtron Investments LLC | 13,786 | $630.2K | 0.13% | 00.0% | Unchanged |
| Optimum Investment Advisors | 13,855 | $633.3K | 0.34% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 13,957 | $638.0K | 0.03% | −201−1.4% | Reduced |
| Terrapin Asset Management, LLC | 14,000 | $639.9K | 0.66% | +14,000 | New |
| Matrix Private Capital Group LLC | 13,757 | $641.8K | 0.42% | −62−0.4% | Reduced |
| Perigon Wealth Management, LLC | 14,048 | $642.1K | 0.04% | +1,719+13.9% | Added |
| Signature Wealth Management Partners, LLC | 14,120 | $645.4K | 0.64% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 14,139 | $646.3K | 0.25% | +1,031+7.9% | Added |
| Lineweaver Wealth Advisors, LLC | 14,172 | $647.6K | 0.20% | −1,625−10.3% | Reduced |
| Blue Chip Partners, Inc. | 14,175 | $647.9K | 0.08% | −1,223−7.9% | Reduced |
| Virtue Capital Management, LLC | 14,180 | $648.2K | 0.10% | +6,093+75.3% | Added |
| Wolff Financial Management LLC | 14,199 | $649.0K | 0.24% | +30.0% | Added |
| TRUE Private Wealth Advisors | 14,199 | $649.0K | 0.10% | +85+0.6% | Added |
| Acrisure Capital Management, LLC | 14,218 | $649.9K | 0.72% | +14,218 | New |
| Eudaimonia Partners, LLC | 14,232 | $650.5K | 0.16% | −941−6.2% | Reduced |
| Tradition Wealth Management, LLC | 14,242 | $651.0K | 0.09% | −573−3.9% | Reduced |
| Dorchester Wealth Management Co | 14,289 | $653.1K | 0.15% | −295−2.0% | Reduced |
| Assetmark, Inc | 14,325 | $654.8K | 0.00% | −8,716−37.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 14,404 | $658.4K | 0.08% | +318+2.3% | Added |
| Principle Wealth Partners LLC | 14,458 | $660.9K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14,223 | $663.5K | 0.01% | +715+5.3% | Added |
| Bartlett & Co. LLC | 14,223 | $664.0K | 0.01% | +715+5.3% | Added |
| Petrus Trust Company, LTA | 14,627 | $668.6K | 0.08% | +14,627 | New |
| Delta Asset Management LLC | 14,636 | $669.0K | 0.07% | +1,038+7.6% | Added |
| My Legacy Advisors, LLC | 14,351 | $673.2K | 0.29% | +1,831+14.6% | Added |
| Pettyjohn, Wood & White, Inc | 14,753 | $674.0K | 0.17% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 14,754 | $674.4K | 0.27% | +14,754 | New |
| Alpha Omega Wealth Management LLC | 14,781 | $675.7K | 0.12% | −56−0.4% | Reduced |
| Teza Capital Management LLC | 14,782 | $675.7K | 0.13% | +14,782 | New |
| Straight Path Wealth Management | 14,824 | $677.6K | 0.65% | +52+0.4% | Added |
| Kapstone Financial Advisors LLC | 14,433 | $677.9K | 0.62% | +14,433 | New |
| TrinityPoint Wealth, LLC | 14,845 | $678.6K | 0.15% | +326+2.2% | Added |
| Resurgent Financial Advisors LLC | 15,017 | $686.4K | 0.37% | +236+1.6% | Added |
| Kendall Capital Management | 15,097 | $690.0K | 0.35% | −673−4.3% | Reduced |
| Horst & Graben Wealth Management LLC | 15,088 | $690.0K | 0.18% | +278+1.9% | Added |
| Palisade Capital Management LLC | 15,100 | $690.2K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,117 | $691.0K | 0.09% | −16,093−51.6% | Reduced |
| Atlantic Union Bankshares Corp | 15,231 | $696.2K | 0.07% | −10,656−41.2% | Reduced |
| Veracity Capital LLC | 15,276 | $698.3K | 0.33% | −1,904−11.1% | Reduced |
| Lafayette Investments, Inc. | 15,293 | $699.0K | 0.20% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 15,319 | $700.3K | 0.05% | +1,784+13.2% | Added |
| Siemens Fonds Invest GmbH | 15,351 | $701.7K | 0.07% | −1,353−8.1% | Reduced |
| Linscomb & Williams, Inc. | 15,366 | $702.4K | 0.04% | +5,504+55.8% | Added |
| Coastwise Capital Group, LLC | 15,402 | $704.0K | 0.84% | −1,527−9.0% | Reduced |
| Magnolia Capital Advisors LLC | 15,431 | $705.0K | 0.47% | +3,709+31.6% | Added |
| Bahl & Gaynor Inc | 15,481 | $707.6K | 0.00% | +681+4.6% | Added |
| IFG Advisory, LLC | 15,581 | $712.0K | 0.07% | −9,335−37.5% | Reduced |
| Moneta Group Investment Advisors LLC | 15,830 | $713.0K | 0.02% | −1,332−7.8% | Reduced |
| Gables Capital Management Inc. | 15,625 | $714.2K | 0.52% | −150−1.0% | Reduced |
| Graham Capital Management, L.P. | 15,634 | $714.6K | 0.03% | +15,634 | New |
| Foundations Investment Advisors, LLC | 15,643 | $715.0K | 0.03% | +5,169+49.4% | Added |
| Independent Wealth Network Inc. | 15,648 | $715.3K | 0.49% | +360+2.4% | Added |
| VeraBank, N.A. | 15,662 | $715.9K | 0.36% | −20.0% | Reduced |
| Bank of the West | 15,718 | $718.5K | 0.08% | −10.0% | Reduced |
| Evercore Wealth Management, LLC | 15,768 | $720.8K | 0.02% | −222−1.4% | Reduced |
| Beacon Financial Advisory LLC | 15,782 | $721.4K | 0.52% | +706+4.7% | Added |
| Newbridge Financial Services Group, Inc. | 15,800 | $722.2K | 0.42% | −994−5.9% | Reduced |
| Everett Harris & Co | 15,875 | $726.0K | 0.01% | −12,628−44.3% | Reduced |
| Evergreen Capital Management LLC | 15,599 | $726.9K | 0.03% | +676+4.5% | Added |
| Quadrant Capital Group LLC | 15,907 | $727.4K | 0.08% | +1,173+8.0% | Added |
| Key Client Fiduciary Advisors, LLC | 15,921 | $727.7K | 0.50% | +3,952+33.0% | Added |
| Allegheny Financial Group LTD | 15,951 | $729.1K | 0.30% | +61+0.4% | Added |
| Crescent Grove Advisors, LLC | 15,636 | $729.4K | 0.08% | +574+3.8% | Added |
| Human Investing LLC | 16,004 | $731.5K | 0.19% | −8,270−34.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $736.0K | 0.37% | 00.0% | Unchanged |
| Thomasville National Bank | 16,221 | $741.0K | 0.09% | −885−5.2% | Reduced |
| Boston Family Office LLC | 16,234 | $742.0K | 0.06% | −1,536−8.6% | Reduced |
| Columbia Asset Management | 16,380 | $749.0K | 0.18% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 16,469 | $753.0K | 0.01% | −670−3.9% | Reduced |
| Spinnaker Trust | 16,467 | $753.0K | 0.06% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 16,507 | $754.5K | 0.60% | −1,897−10.3% | Reduced |
| Bailard, Inc. | 16,515 | $754.9K | 0.03% | −3,037−15.5% | Reduced |
| Gulf International Bank (UK) Ltd | 16,543 | $756.0K | 0.01% | +950+6.1% | Added |
| Bickling Financial Services, Inc. | 16,620 | $759.7K | 0.47% | +20+0.1% | Added |
| SageView Advisory Group, LLC | 16,627 | $760.0K | 0.06% | +16,627 | New |
| Carmichael Hill & Associates, Inc. | 16,636 | $760.4K | 0.42% | −253−1.5% | Reduced |
| Patron Partners Advisors, LLC | 16,689 | $762.9K | 0.57% | −20−0.1% | Reduced |
| Cozad Asset Management Inc | 16,830 | $769.3K | 0.11% | +114+0.7% | Added |
| Loomis Sayles & Co L P | 16,843 | $770.0K | 0.00% | +13,149+356.0% | Added |
| Toews Corp | 17,000 | $777.1K | 0.38% | +17,000 | New |
| Eagle Global Advisors LLC | 17,029 | $778.4K | 0.05% | −663−3.7% | Reduced |
| MTM Investment Management, LLC | 17,050 | $779.4K | 0.40% | +70.0% | Added |
| Moody Lynn & Lieberson, LLC | 17,091 | $781.0K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 17,088 | $781.0K | 0.34% | +3,536+26.1% | Added |
| ARGI Investment Services, LLC | 17,129 | $783.0K | 0.03% | −1,116−6.1% | Reduced |