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 |
|---|---|---|---|---|---|
| Univest Financial Corp | 5,330 | $243.6K | 0.08% | 00.0% | Unchanged |
| Courier Capital LLC | 5,337 | $244.0K | 0.03% | −50−0.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,338 | $244.0K | 0.07% | +5,338 | New |
| Howard Financial Services, Ltd. | 5,350 | $244.5K | 0.06% | +68+1.3% | Added |
| Domani Wealth, LLC | 5,384 | $246.0K | 0.06% | +27+0.5% | Added |
| RKL Wealth Management LLC | 5,393 | $246.5K | 0.03% | +183+3.5% | Added |
| XR Securities LLC | 5,394 | $246.6K | 0.29% | +5,394 | New |
| Birch Hill Investment Advisors LLC | 5,400 | $246.8K | 0.02% | 00.0% | Unchanged |
| Monument Capital Management | 5,410 | $247.3K | 0.08% | +66+1.2% | Added |
| Vaughan David Investments LLC | 5,419 | $248.0K | 0.01% | −732−11.9% | Reduced |
| Kennedy Investment Group | 5,435 | $248.4K | 0.16% | +5,435 | New |
| Strategic Advisors LLC | 5,438 | $248.6K | 0.06% | +249+4.8% | Added |
| Fairfield, Bush & Co. | 5,440 | $248.7K | 0.16% | −54−1.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 5,474 | $250.0K | 0.00% | −1,793−24.7% | Reduced |
| Gryphon Financial Partners LLC | 5,471 | $250.1K | 0.06% | +5,471 | New |
| Zullo Investment Group, Inc. | 5,492 | $251.0K | 0.15% | +52+1.0% | Added |
| Dearborn Partners LLC | 5,495 | $251.2K | 0.01% | +5,495 | New |
| Smith Anglin Financial, LLC | 5,506 | $251.7K | 0.05% | −390−6.6% | Reduced |
| Enterprise Financial Services Corp | 5,515 | $252.1K | 0.17% | −102−1.8% | Reduced |
| Guardian Wealth Advisors, LLC | 5,406 | $252.2K | 0.05% | −7−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,571 | $254.7K | 0.00% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,500 | $256.6K | 0.10% | 00.0% | Unchanged |
| City Holding Co | 5,618 | $256.7K | 0.05% | −1,055−15.8% | Reduced |
| Thoroughbred Financial Services, LLC | 5,625 | $257.0K | 0.04% | +153+2.8% | Added |
| GYL Financial Synergies, LLC | 5,637 | $257.7K | 0.06% | +251+4.7% | Added |
| Brandywine Oak Private Wealth LLC | 5,642 | $257.9K | 0.03% | +15+0.3% | Added |
| Retirement Group, LLC | 5,601 | $258.0K | 0.13% | +4,452+387.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,664 | $258.9K | 0.02% | +5,664 | New |
| Monticello Wealth Management, LLC | 5,668 | $259.1K | 0.03% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 5,667 | $259.1K | 0.23% | +5,667 | New |
| STAR Financial Bank | 5,676 | $259.4K | 0.26% | +5,676 | New |
| Bremer Bank National Association | 5,705 | $261.0K | 0.05% | −89−1.5% | Reduced |
| Sittner & Nelson, LLC | 5,712 | $261.1K | 0.16% | +742+14.9% | Added |
| Old North State Trust, LLC | 5,739 | $262.0K | 0.17% | −150−2.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 5,735 | $262.1K | 0.24% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,651 | $263.6K | 0.04% | 00.0% | Unchanged |
| Carlson Capital Management | 5,767 | $263.6K | 0.02% | −176−3.0% | Reduced |
| Gallacher Capital Management LLC | 5,777 | $264.1K | 0.16% | +5,777 | New |
| Aberdeen Wealth Management LLC | 5,785 | $264.4K | 0.20% | 00.0% | Unchanged |
| M. Kraus & Co | 5,786 | $264.5K | 0.10% | +5,786 | New |
| Wendell David Associates Inc | 5,800 | $265.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5,804 | $265.0K | 0.09% | 00.0% | Unchanged |
| Steward Financial Group LLC | 5,799 | $265.0K | 0.13% | +125+2.2% | Added |
| Yacktman Asset Management LP | 5,800 | $265.1K | 0.00% | −7,200−55.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,811 | $265.6K | 0.17% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 5,830 | $266.5K | 0.11% | +849+17.0% | Added |
| Alterity Financial Group, LLC | 5,838 | $266.9K | 0.43% | −100−1.7% | Reduced |
| Kornitzer Capital Management Inc | 5,841 | $267.0K | 0.01% | 00.0% | Unchanged |
| Parkside Advisors LLC | 5,729 | $267.3K | 0.09% | +5,729 | New |
| First United Bank Trust | 5,886 | $269.0K | 0.13% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 5,896 | $269.5K | 0.09% | +5,896 | New |
| Empowered Funds, LLC | 5,897 | $269.6K | 0.02% | +5,897 | New |
| KMG Fiduciary Partners, LLC | 5,919 | $270.5K | 0.04% | −3−0.1% | Reduced |
| Journey Advisory Group, LLC | 5,936 | $271.3K | 0.07% | −990−14.3% | Reduced |
| Pure Financial Advisors, Inc. | 5,937 | $271.4K | 0.01% | +98+1.7% | Added |
| Jeppson Wealth Management, LLC | 5,950 | $272.0K | 0.11% | −100−1.7% | Reduced |
| Fort Point Capital Partners LLC | 5,957 | $272.3K | 0.05% | −3,390−36.3% | Reduced |
| WealthShield Partners, LLC | 5,843 | $272.6K | 0.05% | −186−3.1% | Reduced |
| Kolinsky Wealth Management, LLC | 5,976 | $273.0K | 0.31% | +219+3.8% | Added |
| 1st Source Bank | 5,987 | $273.7K | 0.02% | −360−5.7% | Reduced |
| Hemenway Trust Co LLC | 5,990 | $273.8K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6,014 | $274.9K | 0.03% | +192+3.3% | Added |
| Greatmark Investment Partners, Inc. | 6,036 | $275.9K | 0.05% | −1,500−19.9% | Reduced |
| Centiva Capital, LP | 6,050 | $276.5K | 0.02% | −26,350−81.3% | Reduced |
| Affinity Capital Advisors, LLC | 6,066 | $277.3K | 0.10% | +21+0.3% | Added |
| Krilogy Financial LLC | 6,074 | $277.6K | 0.03% | −642−9.6% | Reduced |
| Defender Capital, LLC. | 6,086 | $278.2K | 0.11% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 6,088 | $278.3K | 0.20% | −196−3.1% | Reduced |
| Silvant Capital Management LLC | 5,966 | $278.3K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6,089 | $278.3K | 0.04% | +6,089 | New |
| Tempus Wealth Planning, LLC | 6,096 | $278.6K | 0.17% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 6,096 | $278.7K | 0.12% | +941+18.3% | Added |
| Beck Mack & Oliver LLC | 6,103 | $279.0K | 0.01% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 6,113 | $279.4K | 0.07% | +14+0.2% | Added |
| Keeley-Teton Advisors, LLC | 6,120 | $279.7K | 0.03% | −900−12.8% | Reduced |
| Clarus Group, Inc. | 6,126 | $280.0K | 0.25% | +12+0.2% | Added |
| Trustco Bank Corp N Y | 6,139 | $280.6K | 0.31% | +686+12.6% | Added |
| First Citizens Financial Corp | 6,143 | $281.0K | 0.24% | +350+6.0% | Added |
| Center for Financial Planning, Inc. | 6,149 | $281.1K | 0.07% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 6,150 | $281.1K | 0.26% | −250−3.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,167 | $281.9K | 0.15% | +6,167 | New |
| Toth Financial Advisory Corp | 6,184 | $282.7K | 0.05% | −74−1.2% | Reduced |
| Northeast Financial Group, Inc. | 6,189 | $282.9K | 0.22% | +119+2.0% | Added |
| Benedetti & Gucer, Inc. | 6,183 | $283.0K | 0.21% | +836+15.6% | Added |
| Keystone Financial Group | 6,201 | $283.5K | 0.06% | −408−6.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 6,202 | $283.5K | 0.06% | +6,202 | New |
| Nicolet Bankshares Inc | 6,208 | $283.8K | 0.10% | +16+0.3% | Added |
| Perfromance Wealth Partners, LLC | 6,214 | $284.0K | 0.02% | −169−2.6% | Reduced |
| JB Capital LLC | 6,225 | $284.5K | 0.03% | −110−1.7% | Reduced |
| Yarger Wealth Strategies, LLC | 6,231 | $284.8K | 0.35% | +134+2.2% | Added |
| Gibson Wealth Advisors LLC | 6,300 | $285.0K | 0.01% | +6,200+6,200.0% | Added |
| Augustine Asset Management Inc | 6,238 | $285.1K | 0.16% | +6,238 | New |
| Triangle Securities Wealth Management | 6,240 | $285.2K | 0.10% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 6,241 | $285.3K | 0.10% | 00.0% | Unchanged |
| Souders Financial Advisors | 6,243 | $285.4K | 0.07% | +615+10.9% | Added |
| Balboa Wealth Partners | 6,247 | $285.5K | 0.13% | +363+6.2% | Added |
| TCG Advisory Services, LLC | 6,253 | $285.8K | 0.11% | +568+10.0% | Added |
| Smithfield Trust Co | 6,250 | $286.0K | 0.02% | −244−3.8% | Reduced |
| Bristlecone Advisors, LLC | 6,272 | $286.7K | 0.04% | +355+6.0% | Added |
| King Wealth | 6,303 | $288.0K | 0.07% | −100−1.6% | Reduced |