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 |
|---|---|---|---|---|---|
| YorkBridge Wealth Partners, LLC | 38,547 | $1.76M | 0.45% | −867−2.2% | Reduced |
| Howard Capital Management Group, LLC | 38,569 | $1.76M | 0.21% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 38,882 | $1.78M | 0.36% | +203+0.5% | Added |
| Private Trust Co NA | 38,923 | $1.78M | 0.26% | +120.0% | Added |
| Hohimer Wealth Management, LLC | 39,102 | $1.79M | 0.57% | −877−2.2% | Reduced |
| BBR Partners, LLC | 39,143 | $1.79M | 0.20% | +58+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 39,198 | $1.79M | 0.08% | −1,534−3.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 39,232 | $1.79M | 0.03% | −1,041−2.6% | Reduced |
| Nations Financial Group Inc, | 39,425 | $1.80M | 0.20% | +2,069+5.5% | Added |
| Welch Group, LLC | 39,566 | $1.81M | 0.10% | −49−0.1% | Reduced |
| Coldstream Capital Management Inc | 39,789 | $1.82M | 0.07% | +39,789 | New |
| WealthPLAN Partners, LLC | 38,402 | $1.82M | 0.13% | +38,402 | New |
| Geneos Wealth Management Inc. | 39,871 | $1.82M | 0.11% | +1,483+3.9% | Added |
| Amica Mutual Insurance Co | 39,899 | $1.82M | 0.23% | −17,000−29.9% | Reduced |
| Maxi Investments CY Ltd | 40,000 | $1.83M | 1.73% | 00.0% | Unchanged |
| First Foundation Advisors | 40,028 | $1.83M | 0.09% | −36,766−47.9% | Reduced |
| Investors Asset Management of Georgia Inc | 40,186 | $1.84M | 0.96% | +300+0.8% | Added |
| WealthPlan Investment Management, LLC | 38,402 | $1.84M | 0.13% | −3,012−7.3% | Reduced |
| Greenleaf Trust | 40,278 | $1.84M | 0.02% | −1,588−3.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 40,400 | $1.85M | 0.03% | −470−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 40,432 | $1.85M | 0.10% | −2,506−5.8% | Reduced |
| Ieq Capital, LLC | 40,606 | $1.86M | 0.05% | +4,121+11.3% | Added |
| Redwood Investment Management, LLC | 40,733 | $1.86M | 0.25% | +40,733 | New |
| Disciplined Equity Management, Inc. | 40,805 | $1.86M | 1.65% | +2,590+6.8% | Added |
| Pensionfund Sabic | 41,000 | $1.87M | 0.61% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 41,116 | $1.88M | 0.12% | +9,127+28.5% | Added |
| Crawford Investment Counsel Inc | 41,118 | $1.88M | 0.04% | −315,622−88.5% | Reduced |
| Tudor Investment Corp Et Al | 41,158 | $1.88M | 0.05% | +41,158 | New |
| Green Square Capital Advisors LLC | 41,166 | $1.88M | 0.27% | −503−1.2% | Reduced |
| Financial Sense Advisors, Inc. | 42,106 | $1.92M | 0.80% | +6,776+19.2% | Added |
| Moody National Bank Trust Division | 42,124 | $1.93M | 0.17% | +100.0% | Added |
| Hayek Kallen Investment Management | 42,472 | $1.94M | 0.89% | −1,015−2.3% | Reduced |
| Ellenbecker Investment Group | 42,620 | $1.95M | 0.58% | +185+0.4% | Added |
| Vestcor Inc | 42,720 | $1.95M | 0.07% | +62+0.1% | Added |
| World Equity Group, Inc. | 43,204 | $1.97M | 0.47% | +3,301+8.3% | Added |
| Independence Bank of Kentucky | 43,206 | $1.98M | 0.89% | −200−0.5% | Reduced |
| Simmons Bank | 43,244 | $1.98M | 0.17% | +1,298+3.1% | Added |
| Balentine LLC | 43,366 | $1.98M | 0.07% | +19,305+80.2% | Added |
| Proequities, Inc. | 42,517 | $1.98M | 0.16% | +42,517 | New |
| Hilltop Holdings Inc. | 43,658 | $2.00M | 0.26% | −934−2.1% | Reduced |
| Meixler Investment Management, Ltd. | 43,996 | $2.01M | 2.02% | +2,550+6.2% | Added |
| Fisher Asset Management, LLC | 44,259 | $2.02M | 0.00% | −813−1.8% | Reduced |
| OmniStar Financial Group, Inc. | 44,325 | $2.03M | 2.30% | +1,201+2.8% | Added |
| Beverly Hills Private Wealth, LLC | 44,467 | $2.03M | 0.89% | +44,467 | New |
| Stoneridge Investment Partners LLC | 44,553 | $2.04M | 1.12% | +44,553 | New |
| North Star Asset Management Inc | 44,948 | $2.05M | 0.13% | −75−0.2% | Reduced |
| NBT Bank N A | 44,971 | $2.06M | 0.30% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 45,235 | $2.07M | 1.41% | +110.0% | Added |
| EFG Asset Management (Americas) Corp. | 45,344 | $2.07M | 0.51% | +2,002+4.6% | Added |
| Trust Co of Vermont | 45,416 | $2.08M | 0.15% | −1,387−3.0% | Reduced |
| Doliver Advisors, LP | 45,475 | $2.08M | 0.68% | −289−0.6% | Reduced |
| Aviance Capital Partners, LLC | 45,585 | $2.08M | 0.49% | −10,246−18.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 45,748 | $2.09M | 0.02% | −55,351−54.7% | Reduced |
| Financial Partners Group, LLC | 45,861 | $2.10M | 1.24% | +45,861 | New |
| Pitcairn Co | 46,139 | $2.11M | 0.21% | +3,275+7.6% | Added |
| Hartford Financial Management Inc. | 46,149 | $2.11M | 0.56% | −620−1.3% | Reduced |
| Spreng Capital Management, Inc. | 46,285 | $2.12M | 1.83% | +2,558+5.8% | Added |
| Financial Partners Capital Management LLC | 46,568 | $2.13M | 0.47% | −1,720−3.6% | Reduced |
| HB Wealth Management, LLC | 46,815 | $2.14M | 0.04% | −292−0.6% | Reduced |
| Buckhead Capital Management LLC | 47,034 | $2.15M | 0.52% | −3,055−6.1% | Reduced |
| Founders Financial Alliance, LLC | 47,221 | $2.16M | 0.99% | −90−0.2% | Reduced |
| Waters Parkerson & Co., LLC | 47,226 | $2.16M | 0.13% | −967−2.0% | Reduced |
| HM Payson & Co | 47,282 | $2.16M | 0.05% | −1,034−2.1% | Reduced |
| Confluence Wealth Services, Inc. | 47,288 | $2.16M | 0.56% | +12,383+35.5% | Added |
| Affinity Investment Advisors, LLC | 47,320 | $2.16M | 0.99% | +2,240+5.0% | Added |
| Silvercrest Asset Management Group LLC | 47,450 | $2.17M | 0.02% | +1,502+3.3% | Added |
| Ferguson Wellman Capital Management, Inc | 48,197 | $2.20M | 0.06% | +17,288+55.9% | Added |
| Koshinski Asset Management, Inc. | 48,301 | $2.21M | 0.21% | +2,000+4.3% | Added |
| South State Corp. | 48,388 | $2.21M | 0.20% | −7,627−13.6% | Reduced |
| Prospera Financial Services Inc | 48,759 | $2.23M | 0.11% | +4,654+10.6% | Added |
| CSS LLC | 49,000 | $2.24M | 0.15% | −8,000−14.0% | Reduced |
| Verdence Capital Advisors LLC | 49,299 | $2.25M | 0.28% | +224+0.5% | Added |
| ProVise Management Group, LLC | 49,504 | $2.26M | 0.23% | −749−1.5% | Reduced |
| X-Square Capital, LLC | 49,553 | $2.27M | 1.29% | +505+1.0% | Added |
| M Holdings Securities, Inc. | 49,991 | $2.29M | 0.24% | +10,558+26.8% | Added |
| Cohen Klingenstein LLC | 51,479 | $2.35M | 0.12% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 158,499 | $2.36M | 0.12% | −3,773−2.3% | Reduced |
| Clearstead Advisors, LLC | 51,719 | $2.36M | 0.19% | −310−0.6% | Reduced |
| Leelyn Smith, LLC | 52,076 | $2.38M | 0.65% | +6,744+14.9% | Added |
| Salem Investment Counselors Inc | 51,537 | $2.40M | 0.10% | −203−0.4% | Reduced |
| Roundview Capital LLC | 52,409 | $2.40M | 0.27% | +73+0.1% | Added |
| Ritholtz Wealth Management | 52,413 | $2.40M | 0.13% | −2,947−5.3% | Reduced |
| First Heartland Consultants, Inc. | 52,937 | $2.42M | 0.39% | −13,682−20.5% | Reduced |
| Wright Investors Service Inc | 52,938 | $2.42M | 0.69% | +69+0.1% | Added |
| Tectonic Advisors LLC | 53,217 | $2.43M | 0.38% | +11,270+26.9% | Added |
| Parthenon LLC | 53,295 | $2.44M | 0.40% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 53,388 | $2.44M | 3.11% | −303−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 53,432 | $2.44M | 0.11% | +11,428+27.2% | Added |
| Fred Alger Management, LLC | 53,513 | $2.45M | 0.01% | +3,479+7.0% | Added |
| Capital Investment Advisory Services, LLC | 53,739 | $2.46M | 0.29% | +1,203+2.3% | Added |
| Investmark Advisory Group LLC | 55,121 | $2.52M | 1.87% | +2,786+5.3% | Added |
| Pinnacle Associates Ltd | 55,219 | $2.52M | 0.06% | −45−0.1% | Reduced |
| Edgar Lomax Co | 55,640 | $2.54M | 0.15% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 55,862 | $2.55M | 0.73% | −75−0.1% | Reduced |
| Ci Investments Inc. | 55,890 | $2.56M | 0.01% | −58,743−51.2% | Reduced |
| Dana Investment Advisors, Inc. | 56,442 | $2.58M | 0.14% | −337−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 56,862 | $2.60M | 0.07% | −1,409−2.4% | Reduced |
| Seeyond | 57,104 | $2.61M | 0.25% | +1,786+3.2% | Added |
| Stonegate Investment Group, LLC | 57,249 | $2.62M | 0.11% | −4,126−6.7% | Reduced |
| SeaCrest Wealth Management, LLC | 57,356 | $2.62M | 0.38% | +2,749+5.0% | Added |