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 |
|---|---|---|---|---|---|
| Executive Wealth Group LLC | 17,135 | $783.2K | 0.60% | +385+2.3% | Added |
| Fiduciary Group LLC | 17,162 | $784.5K | 0.10% | 00.0% | Unchanged |
| Clarius Group, LLC | 17,188 | $786.0K | 0.07% | +720+4.4% | Added |
| 44 Wealth Management LLC | 17,277 | $789.7K | 0.27% | −4,431−20.4% | Reduced |
| Sonen Capital LLC | 17,000 | $793.0K | 1.30% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17,418 | $796.2K | 0.09% | −668−3.7% | Reduced |
| Engineers Gate Manager LP | 17,430 | $796.7K | 0.05% | −18,115−51.0% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $805.0K | 0.22% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 17,668 | $807.6K | 0.76% | +2,547+16.8% | Added |
| First National Bank & Trust Co of Newtown | 17,675 | $807.7K | 0.18% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 17,747 | $811.2K | 0.17% | +1,471+9.0% | Added |
| KLCM Advisors, Inc. | 17,835 | $815.2K | 0.17% | +1,704+10.6% | Added |
| HF Advisory Group, LLC | 17,847 | $815.8K | 0.82% | +17,847 | New |
| Princeton Global Asset Management LLC | 17,894 | $818.0K | 0.26% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17,946 | $820.3K | 0.10% | −3,523−16.4% | Reduced |
| HCR Wealth Advisors | 17,634 | $821.2K | 0.17% | +677+4.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 18,014 | $823.4K | 0.03% | +815+4.7% | Added |
| Advisory Alpha, LLC | 18,032 | $824.3K | 0.06% | +18,032 | New |
| North Star Investment Management Corp. | 18,039 | $824.5K | 0.07% | −557−3.0% | Reduced |
| Exeter Financial, LLC | 18,075 | $826.2K | 0.43% | −599−3.2% | Reduced |
| Taylor Hoffman Wealth Management | 18,078 | $826.3K | 0.51% | −9,053−33.4% | Reduced |
| Quadrature Capital Ltd | 18,111 | $827.9K | 0.02% | −1,481−7.6% | Reduced |
| Joel Isaacson & Co., LLC | 18,118 | $828.2K | 0.06% | +2,030+12.6% | Added |
| Plimoth Trust Co LLC | 18,315 | $837.0K | 0.27% | −55−0.3% | Reduced |
| Gibraltar Capital Management, Inc. | 18,347 | $838.6K | 0.40% | +4,980+37.3% | Added |
| Total Clarity Wealth Management, Inc. | 18,349 | $838.7K | 0.43% | +9,406+105.2% | Added |
| Cary Street Partner Investment Advisory LLC | 18,377 | $840.0K | 0.06% | −847−4.4% | Reduced |
| Bank of Hawaii | 18,440 | $842.9K | 0.05% | +1,467+8.6% | Added |
| Mitchell Sinkler & Starr | 18,556 | $848.2K | 0.27% | −962−4.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 18,583 | $849.4K | 0.32% | +1,702+10.1% | Added |
| Titleist Asset Management, Ltd. | 18,641 | $852.1K | 0.20% | +403+2.2% | Added |
| Financial Advocates Investment Management | 18,678 | $853.8K | 0.06% | +9,676+107.5% | Added |
| Cambridge Trust Co | 18,688 | $855.0K | 0.04% | −10,271−35.5% | Reduced |
| Cortland Associates Inc | 18,721 | $856.0K | 0.14% | −270−1.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,768 | $857.9K | 0.01% | −1,922−9.3% | Reduced |
| Sanders Morris Harris LLC | 18,785 | $858.7K | 0.33% | −1,000−5.1% | Reduced |
| Woodward Diversified Capital, LLC | 18,857 | $861.9K | 0.69% | −315−1.6% | Reduced |
| Kanawha Capital Management LLC | 18,950 | $866.0K | 0.09% | +352+1.9% | Added |
| Indiana Trust & Investment Management CO | 18,947 | $866.0K | 0.49% | +5,195+37.8% | Added |
| Dover Advisors, LLC | 18,615 | $868.4K | 0.94% | +18,615 | New |
| Algert Global LLC | 19,081 | $872.2K | 0.05% | +19,081 | New |
| Radnor Capital Management, LLC | 18,659 | $873.0K | 0.21% | −210−1.1% | Reduced |
| Harrison & Co Wealth Management, LLC | 19,220 | $878.5K | 0.85% | +872+4.8% | Added |
| Zhang Financial LLC | 19,224 | $878.7K | 0.11% | +1,326+7.4% | Added |
| Franklin Street Advisors Inc | 19,319 | $883.0K | 0.08% | −500−2.5% | Reduced |
| Capula Management Ltd | 19,330 | $883.6K | 0.09% | −2,590−11.8% | Reduced |
| Taurus Asset Management, LLC | 19,335 | $883.8K | 0.11% | −25−0.1% | Reduced |
| KCM Investment Advisors LLC | 19,340 | $884.0K | 0.04% | +7,835+68.1% | Added |
| Fiduciary Trust Co | 19,392 | $886.4K | 0.02% | −1,074−5.2% | Reduced |
| Hoylecohen, LLC | 19,468 | $889.9K | 0.09% | +2,686+16.0% | Added |
| Silverlake Wealth Management LLC | 19,488 | $890.8K | 0.56% | −368−1.9% | Reduced |
| Arete Wealth Advisors, LLC | 19,502 | $891.4K | 0.08% | +1,697+9.5% | Added |
| First Nebraska Trust Co | 19,505 | $891.6K | 0.12% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 19,540 | $893.2K | 0.04% | +1,005+5.4% | Added |
| Fundamentun, LLC | 19,578 | $895.0K | 0.16% | +1,280+7.0% | Added |
| Berkeley Capital Partners, LLC | 19,594 | $895.6K | 0.35% | −607−3.0% | Reduced |
| Mork Capital Management, LLC | 19,600 | $895.9K | 0.69% | −1,980−9.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,628 | $897.2K | 0.03% | +6,469+49.2% | Added |
| Bath Savings Trust Co | 19,667 | $899.0K | 0.12% | −103−0.5% | Reduced |
| ETF Store, Inc. | 19,081 | $901.4K | 0.69% | +1,491+8.5% | Added |
| Fund Management at Engine No. 1 LLC | 19,728 | $901.8K | 0.22% | +2,410+13.9% | Added |
| Checchi Capital Advisers, LLC | 19,735 | $902.1K | 0.09% | +2,161+12.3% | Added |
| Kathmere Capital Management, LLC | 19,744 | $902.5K | 0.16% | +6,225+46.0% | Added |
| Jacobi Capital Management LLC | 19,761 | $903.3K | 0.11% | +1,616+8.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 19,764 | $903.4K | 0.07% | −5,835−22.8% | Reduced |
| Duff & Phelps Investment Management Co | 19,804 | $905.2K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 19,808 | $905.4K | 0.06% | +1,776+9.8% | Added |
| Money Concepts Capital Corp | 19,825 | $906.2K | 0.04% | +17,868+913.0% | Added |
| Beaton Management Co. Inc. | 19,835 | $907.0K | 0.61% | 00.0% | Unchanged |
| BancorpSouth Bank | 19,930 | $911.0K | 0.08% | −595−2.9% | Reduced |
| Viewpoint Capital Management LLC | 19,943 | $911.6K | 0.88% | +79+0.4% | Added |
| LMCG Investments, LLC | 19,999 | $914.2K | 0.06% | −117,844−85.5% | Reduced |
| Cambria Investment Management, L.P. | 20,000 | $914.2K | 0.08% | +1,000+5.3% | Added |
| Capital Advisors Inc | 20,067 | $917.3K | 0.03% | +7,709+62.4% | Added |
| CAPROCK Group, Inc. | 19,762 | $921.8K | 0.09% | −2,742−12.2% | Reduced |
| Bramshill Investments, LLC | 20,168 | $921.9K | 0.11% | 00.0% | Unchanged |
| Chicago Trust Co NA | 20,228 | $925.0K | 0.23% | −167−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 253,554 | $925.3K | 0.00% | −11,296−4.3% | Reduced |
| Gray Wealth Management Inc. | 20,302 | $928.0K | 0.54% | +1,406+7.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 20,367 | $931.0K | 0.31% | −950−4.5% | Reduced |
| Klingenstein Fields & Co LP | 20,456 | $935.0K | 0.05% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 20,456 | $935.1K | 0.98% | +17+0.1% | Added |
| Burke & Herbert Bank & Trust Co | 20,638 | $943.0K | 0.70% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 20,329 | $947.2K | 0.52% | +20,329 | New |
| Rossmore Private Capital | 20,752 | $948.6K | 0.15% | 00.0% | Unchanged |
| Philadelphia Trust Co | 20,887 | $955.0K | 0.10% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 20,954 | $957.8K | 0.72% | −350−1.6% | Reduced |
| Dodge & Cox | 21,000 | $959.9K | 0.00% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 22,854 | $960.1K | 0.56% | +22,854 | New |
| Ipswich Investment Management Co., Inc. | 21,085 | $963.8K | 0.28% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 21,099 | $964.4K | 0.12% | +579+2.8% | Added |
| Centennial Bank | 21,184 | $968.3K | 0.55% | +21,184 | New |
| Ameritas Investment Partners, Inc. | 21,633 | $969.4K | 0.04% | −529−2.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 21,223 | $970.1K | 0.22% | +389+1.9% | Added |
| CWS Financial Advisors, LLC | 19,038 | $974.0K | 0.42% | +2,597+15.8% | Added |
| Empirical Finance, LLC | 21,586 | $986.7K | 0.10% | +225+1.1% | Added |
| Charter Research & Investment Group, Inc. | 21,667 | $990.4K | 0.95% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 21,769 | $995.1K | 0.04% | −929−4.1% | Reduced |
| FRG Family Wealth Advisors LLC | 21,867 | $999.5K | 0.24% | −100−0.5% | Reduced |
| Accurate Wealth Management, LLC | 21,796 | $1.00M | 0.37% | +10,253+88.8% | Added |