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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 509 | $23.3K | 0.00% | −477−48.4% | Reduced |
| West Paces Advisors Inc. | 517 | $23.6K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 519 | $23.7K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 520 | $23.8K | 0.01% | +520 | Added |
| Bourgeon Capital Management LLC | 542 | $24.8K | 0.01% | +250+85.6% | Added |
| Global Financial Private Client, LLC | 549 | $25.1K | 0.01% | −994−64.4% | Reduced |
| Gleason Group, Inc. | 557 | $25.5K | 0.01% | +12+2.2% | Added |
| Pacifica Partners Inc. | 551 | $25.6K | 0.02% | +7+1.3% | Added |
| Lumature Wealth Partners, LLC | 583 | $26.6K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 587 | $26.8K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 593 | $27.1K | 0.00% | +54+10.0% | Added |
| PSI Advisors, LLC | 595 | $27.2K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 598 | $27.9K | 0.01% | +4+0.7% | Added |
| United Community Bank | 632 | $28.9K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 634 | $29.0K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 650 | $29.7K | 0.02% | +650 | New |
| Tortoise Investment Management, LLC | 656 | $30.0K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 653 | $30.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 667 | $30.0K | 0.01% | +667 | New |
| Bray Capital Advisors | 695 | $31.8K | 0.01% | −1,233−64.0% | Reduced |
| AllSquare Wealth Management LLC | 701 | $32.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 739 | $33.8K | 0.01% | +739 | New |
| Tilia Fiduciary Partners, Inc. | 747 | $34.2K | 0.03% | +7+0.9% | Added |
| 1832 Asset Management L.P. | 774 | $35.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 782 | $35.7K | 0.01% | +524+203.1% | Added |
| Covestor Ltd | 808 | $37.0K | 0.03% | +138+20.6% | Added |
| Winch Advisory Services, LLC | 805 | $37.0K | 0.02% | +437+118.8% | Added |
| Intelligent Financial Strategies | 800 | $37.3K | 0.03% | 00.0% | Unchanged |
| Newton One Investments LLC | 847 | $38.7K | 0.02% | −330−28.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 850 | $38.9K | 0.02% | +74+9.5% | Added |
| MV Capital Management, Inc. | 886 | $40.5K | 0.01% | +249+39.1% | Added |
| Ulland Investment Advisors, LLC | 912 | $42.0K | 0.05% | +420+85.4% | Added |
| Earnest Partners LLC | 940 | $43.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 938 | $43.0K | 0.03% | +19+2.1% | Added |
| Wolff Wiese Magana LLC | 956 | $43.7K | 0.04% | −15−1.5% | Reduced |
| Core Wealth Advisors, Inc. | 966 | $44.2K | 0.02% | +594+159.7% | Added |
| Castleview Partners, LLC | 976 | $44.6K | 0.04% | +462+89.9% | Added |
| Hallmark Capital Management Inc | 982 | $44.9K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,000 | $46.0K | 0.03% | +1,000 | New |
| SOA Wealth Advisors, LLC. | 1,029 | $47.0K | 0.01% | +59+6.1% | Added |
| Baystate Wealth Management LLC | 1,056 | $48.0K | 0.00% | −172−14.0% | Reduced |
| Cornerstone Management, Inc. | 1,051 | $48.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,069 | $48.9K | 0.02% | +1,005+1,570.3% | Added |
| Glen Eagle Advisors, LLC | 1,077 | $49.2K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,100 | $50.0K | 0.02% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 1,100 | $50.0K | 0.04% | +1,100 | New |
| Founders Capital Management | 1,146 | $52.0K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,142 | $52.2K | 0.02% | +1,142 | New |
| Zions Bancorporation, N.A. | 1,150 | $52.6K | 0.00% | +112+10.8% | Added |
| BOK Financial Private Wealth, Inc. | 1,130 | $52.7K | 0.00% | +1,130 | New |
| RWM Asset Management, LLC | 1,156 | $52.8K | 0.01% | −5,880−83.6% | Reduced |
| WR Wealth Planners, LLC | 1,179 | $53.9K | 0.03% | +23+2.0% | Added |
| Halpern Financial, Inc. | 1,180 | $53.9K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 1,190 | $54.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,202 | $54.0K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,180 | $54.1K | 0.02% | +460+63.9% | Added |
| Investment Research & Advisory Group, Inc. | 1,197 | $54.7K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 1,200 | $54.9K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,202 | $55.0K | 0.00% | −1,173−49.4% | Reduced |
| Stephenson National Bank & Trust | 1,200 | $55.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,215 | $55.5K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,220 | $55.8K | 0.04% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,274 | $58.0K | 0.03% | +26+2.1% | Added |
| Costello Asset Management, INC | 1,300 | $59.4K | 0.05% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,310 | $59.9K | 0.09% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 1,317 | $60.2K | 0.02% | +1,317 | New |
| First Community Trust NA | 1,330 | $61.0K | 0.07% | −8,349−86.3% | Reduced |
| Canton Hathaway, LLC | 1,340 | $61.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,360 | $62.0K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,364 | $62.3K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,380 | $63.1K | 0.03% | +1,380 | New |
| Timber Creek Capital Management LLC | 1,440 | $65.8K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,650 | $66.0K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,484 | $66.7K | 0.05% | +1,484 | New |
| Islay Capital Management, LLC | 1,479 | $67.6K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,481 | $67.7K | 0.01% | +171+13.1% | Added |
| Cowen Prime Advisors LLC | 1,500 | $69.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,514 | $69.2K | 0.05% | −124−7.6% | Reduced |
| Bell Investment Advisors, Inc | 1,555 | $71.1K | 0.02% | −17−1.1% | Reduced |
| Hoese & Co LLP | 1,600 | $75.0K | 0.08% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,646 | $75.2K | 0.02% | −354−17.7% | Reduced |
| S.A. Mason LLC | 1,650 | $75.4K | 0.06% | 00.0% | Unchanged |
| Lansing Street Advisors | 1,658 | $75.8K | 0.05% | +196+13.4% | Added |
| Barrett & Company, Inc. | 1,697 | $77.6K | 0.05% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,705 | $77.9K | 0.03% | +1,705 | New |
| Coppell Advisory Solutions Corp. | 1,705 | $77.9K | 0.03% | +1,705 | New |
| AdvisorShares Investments LLC | 1,750 | $80.0K | 0.02% | −168−8.8% | Reduced |
| Farther Finance Advisors, LLC | 1,779 | $81.3K | 0.03% | +1,779 | New |
| BerganKDV Wealth Management, LLC | 1,780 | $81.4K | 0.01% | −289−14.0% | Reduced |
| Albion Financial Group | 1,819 | $83.1K | 0.01% | −47−2.5% | Reduced |
| Cornerstone Planning Group LLC | 1,927 | $85.9K | 0.04% | +1,927 | New |
| Pinnacle Holdings, LLC | 1,946 | $89.0K | 0.04% | −135−6.5% | Reduced |
| Accel Wealth Management | 1,986 | $90.8K | 0.04% | +378+23.5% | Added |
| Sanctuary Wealth Management, L.L.C. | 2,014 | $92.1K | 0.11% | +2,014 | New |
| Atticus Wealth Management, LLC | 2,032 | $92.9K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,034 | $93.0K | 0.07% | +2,034 | New |
| Highlander Capital Management, LLC | 2,045 | $93.0K | 0.05% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,046 | $93.5K | 0.05% | +16+0.8% | Added |
| Blue Bell Private Wealth Management, LLC | 2,088 | $95.5K | 0.03% | +2+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 2,110 | $96.4K | 0.09% | +2,110 | New |