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, 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
- 1,900
- +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
- 718 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 | 2,574 | $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, 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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 22,011 | $1.01M | 0.53% | −1,082−4.7% | Reduced |
| Godsey & Gibb Associates | 22,024 | $1.01M | 0.19% | +22,024 | New |
| Tufton Capital Management | 22,029 | $1.01M | 0.22% | +840+4.0% | Added |
| Mogy Joel R Investment Counsel Inc | 22,075 | $1.01M | 0.10% | −50.0% | Reduced |
| Coombe, Bender & Co LLC | 22,250 | $1.02M | 0.93% | −1,786−7.4% | Reduced |
| Cigna Investments Inc | 22,283 | $1.02M | 0.21% | −100−0.4% | Reduced |
| Grove Bank & Trust | 22,300 | $1.02M | 0.22% | +8,033+56.3% | Added |
| Samalin Investment Counsel, LLC | 22,414 | $1.02M | 0.65% | +1,361+6.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 22,506 | $1.03M | 0.99% | +22,506 | New |
| One Capital Management, LLC | 22,590 | $1.03M | 0.06% | 00.0% | Unchanged |
| Knoll Capital Management, LLC | 22,700 | $1.04M | 2.34% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 22,733 | $1.04M | 0.19% | −1,550−6.4% | Reduced |
| Wealthcare Advisory Partners LLC | 22,767 | $1.04M | 0.05% | +4,208+22.7% | Added |
| Shoker Investment Counsel, Inc. | 22,771 | $1.04M | 0.47% | +1,010+4.6% | Added |
| XML Financial, LLC | 22,784 | $1.04M | 0.13% | +805+3.7% | Added |
| Intrust Bank NA | 22,850 | $1.04M | 0.14% | +1,168+5.4% | Added |
| Forte Capital LLC | 22,867 | $1.05M | 0.18% | −117−0.5% | Reduced |
| Focus Financial Network, Inc. | 22,463 | $1.05M | 0.09% | −1,788−7.4% | Reduced |
| GoalVest Advisory LLC | 22,932 | $1.05M | 0.68% | +1,708+8.0% | Added |
| Warren Averett Asset Management, LLC | 22,974 | $1.05M | 0.06% | +4,527+24.5% | Added |
| CoreFirst Bank & Trust | 23,003 | $1.05M | 0.80% | +780+3.5% | Added |
| Spire Wealth Management | 23,228 | $1.06M | 0.06% | +3,182+15.9% | Added |
| Comerica Securities,inc. | 22,804 | $1.06M | 0.08% | +157+0.7% | Added |
| ICW Investment Advisors LLC | 23,309 | $1.07M | 0.64% | −237−1.0% | Reduced |
| Blueprint Investment Partners LLC | 23,380 | $1.07M | 0.23% | +23,380 | New |
| Meiji Yasuda Asset Management Co Ltd. | 23,434 | $1.07M | 0.05% | +1,520+6.9% | Added |
| Park National Corp | 23,461 | $1.07M | 0.05% | +2,105+9.9% | Added |
| Parallel Advisors, LLC | 23,689 | $1.08M | 0.05% | −3,302−12.2% | Reduced |
| Convergence Investment Partners, LLC | 23,772 | $1.09M | 0.64% | −85−0.4% | Reduced |
| Institutional & Family Asset Management, LLC | 23,817 | $1.09M | 0.18% | +51+0.2% | Added |
| Cutler Group LP | 23,940 | $1.09M | 0.13% | −11,253−32.0% | Reduced |
| Sequoia Financial Advisors, LLC | 24,030 | $1.10M | 0.03% | +8,845+58.2% | Added |
| Citizens Financial Group Inc | 23,615 | $1.10M | 0.04% | +1,236+5.5% | Added |
| Focused Wealth Management, Inc | 24,161 | $1.10M | 0.22% | −66−0.3% | Reduced |
| Marex Group plc | 24,100 | $1.11M | 0.16% | +24,100 | New |
| Sandy Spring Bank | 24,252 | $1.11M | 0.07% | +515+2.2% | Added |
| Bradley Foster & Sargent Inc | 24,276 | $1.11M | 0.03% | −75−0.3% | Reduced |
| Quantinno Capital Management LP | 24,293 | $1.11M | 0.08% | +17,739+270.7% | Added |
| Invst, LLC | 25,023 | $1.13M | 0.18% | +265+1.1% | Added |
| Certified Advisory Corp | 24,669 | $1.13M | 0.22% | +331+1.4% | Added |
| Capital CS Group, LLC | 24,723 | $1.13M | 1.25% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 24,805 | $1.13M | 0.10% | +1,030+4.3% | Added |
| Nwam LLC | 24,873 | $1.14M | 0.10% | −1,168−4.5% | Reduced |
| HBW Advisory Services LLC | 24,868 | $1.14M | 0.30% | −136−0.5% | Reduced |
| LS Investment Advisors, LLC | 25,109 | $1.15M | 0.22% | +24+0.1% | Added |
| Logan Capital Management Inc | 25,228 | $1.15M | 0.06% | +23,074+1,071.2% | Added |
| Sonora Investment Management Group, LLC | 25,274 | $1.16M | 0.11% | +11,226+79.9% | Added |
| Cascade Investment Group, Inc. | 25,288 | $1.16M | 1.20% | +25,288 | New |
| Rehmann Capital Advisory Group | 25,355 | $1.16M | 0.12% | −3,799−13.0% | Reduced |
| Traynor Capital Management, Inc. | 25,415 | $1.16M | 0.20% | −482−1.9% | Reduced |
| Meeder Advisory Services, Inc. | 25,520 | $1.17M | 0.15% | +25,520 | New |
| Diversified Trust Co | 25,651 | $1.17M | 0.05% | +5,242+25.7% | Added |
| Integrated Wealth Concepts LLC | 25,698 | $1.18M | 0.03% | −188−0.7% | Reduced |
| Integrated Advisors Network LLC | 25,943 | $1.19M | 0.08% | +1,581+6.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,043 | $1.19M | 0.06% | +4,002+18.2% | Added |
| Paradigm Capital Management, LLC | 26,098 | $1.19M | 1.75% | −845−3.1% | Reduced |
| Burleson & Company, LLC | 26,171 | $1.20M | 0.30% | −40−0.2% | Reduced |
| Smith, Moore & Co. | 26,212 | $1.20M | 0.17% | +64+0.2% | Added |
| Close Asset Management Ltd | 26,229 | $1.20M | 0.06% | +328+1.3% | Added |
| GM Advisory Group, Inc. | 26,288 | $1.20M | 0.13% | +2,370+9.9% | Added |
| Ashton Thomas Private Wealth, LLC | 26,365 | $1.21M | 0.12% | +280+1.1% | Added |
| Welch & Forbes LLC | 26,432 | $1.21M | 0.02% | −1,215−4.4% | Reduced |
| Wedgewood Investors Inc | 26,512 | $1.21M | 1.60% | −50−0.2% | Reduced |
| AdvisorNet Financial, Inc | 26,597 | $1.22M | 0.12% | +844+3.3% | Added |
| First Hawaiian Bank | 26,639 | $1.22M | 0.04% | −1,006−3.6% | Reduced |
| FinTrust Capital Advisors, LLC | 26,693 | $1.22M | 0.29% | +212+0.8% | Added |
| Kovack Advisors, Inc. | 26,767 | $1.22M | 0.18% | +3,577+15.4% | Added |
| Burns J W & Co Inc | 26,792 | $1.23M | 0.22% | −348−1.3% | Reduced |
| Narwhal Capital Management | 26,818 | $1.23M | 0.16% | −167−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 26,344 | $1.23M | 0.09% | +251+1.0% | Added |
| Ossiam | 27,202 | $1.24M | 0.03% | +23,288+595.0% | Added |
| Ausdal Financial Partners, Inc. | 27,266 | $1.25M | 0.18% | −2,058−7.0% | Reduced |
| Semmax Financial Advisors Inc. | 27,914 | $1.26M | 0.50% | +567+2.1% | Added |
| Shell Asset Management Co | 27,687 | $1.27M | 0.06% | −6,544−19.1% | Reduced |
| Keudell/Morrison Wealth Management | 27,817 | $1.27M | 0.41% | −788−2.8% | Reduced |
| Greenfield Savings Bank | 27,825 | $1.27M | 0.84% | −285−1.0% | Reduced |
| Leavell Investment Management, Inc. | 27,356 | $1.28M | 0.10% | −2,457−8.2% | Reduced |
| Wagner Wealth Management, LLC | 28,008 | $1.28M | 0.79% | +6,146+28.1% | Added |
| PFG Advisors | 28,012 | $1.28M | 0.13% | −3,366−10.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 28,021 | $1.28M | 0.36% | +28,021 | New |
| Capital Advisory Group Advisory Services, LLC | 28,125 | $1.29M | 0.87% | +82+0.3% | Added |
| Range Financial Group LLC | 28,159 | $1.29M | 0.88% | −226−0.8% | Reduced |
| Next Level Private LLC | 28,047 | $1.29M | 0.95% | +1,006+3.7% | Added |
| Octavia Wealth Advisors, LLC | 27,672 | $1.29M | 0.32% | −760−2.7% | Reduced |
| Delta Capital Management LLC | 28,245 | $1.29M | 0.94% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 28,270 | $1.29M | 0.10% | −501−1.7% | Reduced |
| DuPont Capital Management Corp | 28,276 | $1.29M | 0.06% | −15,258−35.0% | Reduced |
| Paradigm Financial Partners, LLC | 27,843 | $1.29M | 0.38% | −160−0.6% | Reduced |
| CMG Global Holdings, LLC | 28,323 | $1.29M | 1.23% | +244+0.9% | Added |
| Transcend Wealth Collective, LLC | 28,346 | $1.30M | 0.14% | −4,423−13.5% | Reduced |
| Kowal Investment Group, LLC | 28,414 | $1.30M | 0.39% | −1,128−3.8% | Reduced |
| Applied Capital LLC | 28,456 | $1.30M | 1.30% | +28,456 | New |
| Sawtooth Solutions, LLC | 28,468 | $1.30M | 0.18% | −300−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 28,559 | $1.31M | 0.10% | +2,174+8.2% | Added |
| Chelsea Counsel Co | 28,180 | $1.31M | 0.66% | +1,340+5.0% | Added |
| Lee Financial Co | 28,766 | $1.31M | 0.22% | +360+1.3% | Added |
| Wesbanco Bank Inc | 28,965 | $1.32M | 0.06% | +3,132+12.1% | Added |
| Nicholas Hoffman & Company, LLC. | 29,016 | $1.33M | 0.14% | −159−0.5% | Reduced |
| Owen LaRue, LLC | 29,338 | $1.33M | 1.44% | +29,338 | New |
| Longfellow Investment Management Co LLC | 29,331 | $1.34M | 0.30% | 00.0% | Unchanged |