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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 57,363 | $2.62M | 0.12% | −7,231−11.2% | Reduced |
| Allworth Financial LP | 57,499 | $2.63M | 0.03% | −1,008−1.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 57,587 | $2.63M | 0.04% | −935−1.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 57,639 | $2.63M | 0.39% | +57,639 | New |
| Ancora Advisors, LLC | 58,300 | $2.67M | 0.08% | +893+1.6% | Added |
| Whittier Trust Co of Nevada Inc | 58,464 | $2.67M | 0.11% | −755−1.3% | Reduced |
| Argent Trust Co | 58,628 | $2.68M | 0.18% | +4,554+8.4% | Added |
| Great Lakes Advisors, LLC | 58,859 | $2.69M | 0.15% | +3,048+5.5% | Added |
| Hancock Whitney Corp | 59,046 | $2.70M | 0.10% | +23,888+67.9% | Added |
| Tiaa, FSB | 59,737 | $2.73M | 0.01% | −2,273−3.7% | Reduced |
| Verus Financial Partners, Inc. | 60,647 | $2.73M | 0.38% | −287−0.5% | Reduced |
| Marcum Wealth, LLC | 60,031 | $2.74M | 0.36% | −1,396−2.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 59,368 | $2.76M | 0.24% | +5,507+10.2% | Added |
| DFPG Investments, LLC | 60,576 | $2.78M | 0.46% | +60,576 | New |
| HBK Sorce Advisory LLC | 60,824 | $2.78M | 0.07% | +30,435+100.2% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 61,882 | $2.83M | 2.34% | +61,882 | New |
| Holocene Advisors, LP | 62,593 | $2.86M | 0.02% | −126,868−67.0% | Reduced |
| TD Waterhouse Canada Inc. | 59,257 | $2.87M | 0.03% | +1,848+3.2% | Added |
| Level Four Advisory Services, LLC | 63,087 | $2.88M | 0.21% | +37,127+143.0% | Added |
| United Capital Financial Advisers, LLC | 63,374 | $2.90M | 0.02% | −9,663−13.2% | Reduced |
| Apollon Wealth Management, LLC | 63,377 | $2.90M | 0.21% | +15,828+33.3% | Added |
| Symmetry Partners, LLC | 63,498 | $2.90M | 0.17% | +46,924+283.1% | Added |
| Concorde Asset Management, LLC | 63,488 | $2.90M | 2.58% | +28,242+80.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 63,900 | $2.92M | 0.45% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 64,219 | $2.93M | 0.06% | +64,219 | New |
| Capital Square, LLC | 64,188 | $2.93M | 2.65% | +1,133+1.8% | Added |
| Cornercap Investment Counsel Inc | 64,213 | $2.94M | 0.51% | −2,562−3.8% | Reduced |
| Financial Counselors Inc | 64,221 | $2.94M | 0.07% | −174−0.3% | Reduced |
| Haverford Trust Co | 64,243 | $2.94M | 0.04% | −1,130−1.7% | Reduced |
| Wintrust Investments LLC | 64,282 | $2.94M | 0.38% | +6,563+11.4% | Added |
| Occudo Quantitative Strategies LP | 64,535 | $2.95M | 0.34% | +32,653+102.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 64,536 | $2.95M | 0.26% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 64,557 | $2.95M | 0.13% | −3,619−5.3% | Reduced |
| Park Circle Co | 64,750 | $2.96M | 2.89% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 64,779 | $2.96M | 0.71% | −759−1.2% | Reduced |
| Man Group plc | 64,953 | $2.97M | 0.01% | +54,869+544.1% | Added |
| Bryn Mawr Trust Co | 64,998 | $2.97M | 0.13% | −3,020−4.4% | Reduced |
| JustInvest LLC | 65,168 | $2.98M | 0.12% | +3,793+6.2% | Added |
| First National Trust Co | 65,267 | $2.98M | 0.16% | +2,057+3.3% | Added |
| Bronte Capital Management Pty Ltd. | 65,483 | $2.99M | 0.38% | −135,048−67.3% | Reduced |
| Advisor Partners II, LLC | 65,947 | $3.01M | 0.19% | +8,238+14.3% | Added |
| Heritage Wealth Advisors | 66,058 | $3.02M | 0.17% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 66,568 | $3.04M | 0.57% | −5,493−7.6% | Reduced |
| Associated Banc-Corp | 67,157 | $3.07M | 0.13% | −1,022−1.5% | Reduced |
| Fernwood Investment Management, LLC | 67,192 | $3.07M | 1.27% | +605+0.9% | Added |
| Arnhold LLC | 67,695 | $3.09M | 0.38% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 77,267 | $3.12M | 0.34% | +43,250+127.1% | Added |
| Raymond James Trust N.A. | 68,906 | $3.15M | 0.11% | −824−1.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 68,929 | $3.15M | 0.50% | −3,542−4.9% | Reduced |
| ETF Managers Group, LLC | 68,933 | $3.15M | 0.15% | +80+0.1% | Added |
| Johnson Investment Counsel Inc | 69,125 | $3.16M | 0.04% | −1,298−1.8% | Reduced |
| Glenview Trust Co | 69,405 | $3.17M | 0.11% | +1,002+1.5% | Added |
| Bridges Investment Management Inc | 69,534 | $3.18M | 0.12% | −800−1.1% | Reduced |
| Hollencrest Capital Management | 70,201 | $3.21M | 0.40% | −2,199−3.0% | Reduced |
| International Assets Investment Management, LLC | 1,146,062 | $3.23M | 0.33% | +1,124,527+5,221.9% | Added |
| Community Bank & Trust, Waco, Texas | 70,619 | $3.23M | 1.05% | −544−0.8% | Reduced |
| Allstate Corp | 71,111 | $3.25M | 0.10% | +1,128+1.6% | Added |
| Allstate Investment Management Co | 71,111 | $3.25M | 0.10% | +71,111 | New |
| Lavaca Capital LLC | 70,932 | $3.28M | 1.30% | −427−0.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 72,089 | $3.30M | 0.08% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 72,240 | $3.30M | 0.13% | −1,274−1.7% | Reduced |
| GWM Advisors LLC | 157,266 | $3.31M | 0.09% | +16,632+11.8% | Added |
| Good Life Advisors, LLC | 72,538 | $3.32M | 0.46% | +582+0.8% | Added |
| Meyer Handelman Co | 72,682 | $3.32M | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 72,769 | $3.33M | 0.63% | +1,680+2.4% | Added |
| Global Retirement Partners, LLC | 73,097 | $3.34M | 0.23% | +2,741+3.9% | Added |
| Kinloch Capital, LLC | 73,204 | $3.35M | 1.95% | +2,379+3.4% | Added |
| Citizens National Bank Trust Department | 73,322 | $3.35M | 0.95% | −155−0.2% | Reduced |
| Clark Estates Inc | 73,800 | $3.37M | 0.70% | 00.0% | Unchanged |
| Heritage Trust Co | 73,851 | $3.38M | 0.55% | −984−1.3% | Reduced |
| Formidable Asset Management, LLC | 73,851 | $3.38M | 0.76% | +601+0.8% | Added |
| Sepio Capital, LP | 73,861 | $3.38M | 0.29% | −2,284−3.0% | Reduced |
| Heritage Investors Management Corp | 74,416 | $3.40M | 0.16% | −343−0.5% | Reduced |
| Federated Hermes, Inc. | 75,157 | $3.44M | 0.01% | −192,603−71.9% | Reduced |
| Veritable, L.P. | 75,626 | $3.46M | 0.06% | +10,542+16.2% | Added |
| Aua Capital Management, LLC | 75,724 | $3.46M | 2.35% | +35,693+89.2% | Added |
| Freestone Capital Holdings, LLC | 75,755 | $3.46M | 0.16% | −19,646−20.6% | Reduced |
| Surience Private Wealth LLC | 75,759 | $3.46M | 4.60% | +75,759 | New |
| NEIRG Wealth Management, LLC | 76,750 | $3.51M | 0.66% | +6,568+9.4% | Added |
| Equitable Holdings, Inc. | 76,791 | $3.51M | 0.06% | −130.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 77,350 | $3.54M | 0.39% | +238+0.3% | Added |
| Altrius Capital Management Inc | 77,498 | $3.54M | 1.11% | +8,826+12.9% | Added |
| Stephens Inc | 77,694 | $3.55M | 0.07% | −1,871−2.4% | Reduced |
| MAI Capital Management | 78,027 | $3.57M | 0.06% | +3,185+4.3% | Added |
| Brookstone Capital Management | 77,007 | $3.58M | 0.07% | +6,242+8.8% | Added |
| Dynamic Advisor Solutions LLC | 78,312 | $3.58M | 0.24% | +1,903+2.5% | Added |
| Cubist Systematic Strategies, LLC | 78,661 | $3.60M | 0.03% | −240,933−75.4% | Reduced |
| Cresset Asset Management, LLC | 87,677 | $3.62M | 0.05% | −13,240−13.1% | Reduced |
| Meitav Dash Investments Ltd | 78,846 | $3.62M | 0.06% | +242+0.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 78,732 | $3.63M | 0.26% | +11,040+16.3% | Added |
| Viking Fund Management LLC | 80,000 | $3.66M | 0.73% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 80,824 | $3.69M | 1.11% | −329−0.4% | Reduced |
| WBI Investments | 81,028 | $3.70M | 0.79% | +81,028 | New |
| Vestmark Advisory Solutions, Inc. | 81,053 | $3.70M | 0.18% | +650+0.8% | Added |
| Mechanics Bank Trust Department | 81,657 | $3.73M | 0.65% | −1,304−1.6% | Reduced |
| Hosking Partners LLP | 81,787 | $3.74M | 0.15% | −24,954−23.4% | Reduced |
| Coston, McIsaac & Partners | 81,938 | $3.75M | 1.46% | +5,949+7.8% | Added |
| Lincoln National Corp | 83,174 | $3.80M | 0.09% | +14,252+20.7% | Added |
| Merit Financial Group, LLC | 83,733 | $3.83M | 0.14% | +5,658+7.2% | Added |
| Contrarius Investment Management Ltd | 83,899 | $3.83M | 0.23% | −2,980−3.4% | Reduced |