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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 6,309 | $288.0K | 0.04% | 00.0% | Unchanged |
| JT Stratford LLC | 6,313 | $288.6K | 0.09% | +789+14.3% | Added |
| Schrum Private Wealth Management LLC | 6,320 | $288.9K | 0.34% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 6,336 | $289.6K | 0.07% | +6,336 | New |
| Oak Harbor Wealth Partners, LLC | 6,368 | $291.1K | 0.11% | +534+9.2% | Added |
| Legacy Financial Advisors, Inc. | 6,372 | $291.2K | 0.06% | +6,372 | New |
| River Street Advisors LLC | 6,394 | $292.3K | 0.31% | +6,394 | New |
| Group One Trading, L.P. | 6,404 | $292.7K | 0.01% | +6,404 | New |
| Pacitti Group Inc. | 6,408 | $292.9K | 0.23% | −50−0.8% | Reduced |
| Pinnacle Bancorp, Inc. | 6,414 | $293.0K | 0.11% | +100+1.6% | Added |
| Boston Common Asset Management, LLC | 6,436 | $294.0K | 0.01% | +141+2.2% | Added |
| Northstar Group, Inc. | 6,434 | $294.1K | 0.08% | −200−3.0% | Reduced |
| Peak Financial Advisors LLC | 6,443 | $294.5K | 0.27% | −699−9.8% | Reduced |
| Choate Investment Advisors | 6,453 | $295.0K | 0.02% | +6,453 | New |
| Financial Management Professionals, Inc. | 6,475 | $296.0K | 0.06% | 00.0% | Unchanged |
| Rockland Trust Co | 6,484 | $297.0K | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $297.1K | 0.12% | 00.0% | Unchanged |
| SFMG, LLC | 6,567 | $300.2K | 0.03% | +4+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,631 | $301.0K | 0.18% | +38+0.6% | Added |
| Cowa, LLC | 5,797 | $301.5K | 0.19% | −820−12.4% | Reduced |
| Financial Architects, Inc | 6,599 | $301.7K | 0.05% | +23+0.3% | Added |
| Edgemoor Investment Advisors, Inc. | 6,600 | $301.7K | 0.04% | +30.0% | Added |
| Guyasuta Investment Advisors Inc | 6,601 | $301.7K | 0.02% | −197−2.9% | Reduced |
| Ahrens Investment Partners LLC | 6,611 | $302.2K | 0.14% | +21+0.3% | Added |
| Cassia Capital Partners, LLC | 6,622 | $302.7K | 0.25% | +6,622 | New |
| LeJeune Puetz Investment Counsel LLC | 6,636 | $303.3K | 0.11% | 00.0% | Unchanged |
| Connable Office Inc | 6,661 | $304.0K | 0.04% | +700+11.7% | Added |
| Ellis Investment Partners, LLC | 6,663 | $304.6K | 0.08% | −53−0.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 6,663 | $305.0K | 0.01% | +42+0.6% | Added |
| Jeereddi Investments, LP | 6,675 | $305.1K | 1.20% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 6,676 | $305.1K | 0.12% | −198−2.9% | Reduced |
| Beacon Capital Management, LLC | 6,687 | $305.7K | 0.10% | +4,582+217.7% | Added |
| Premier Asset Management LLC | 6,688 | $305.7K | 0.38% | +1,004+17.7% | Added |
| Jones Financial Companies LLLP | 6,703 | $306.0K | 0.00% | −347−4.9% | Reduced |
| Peoples Financial Services Corp. | 6,697 | $306.1K | 0.14% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,710 | $306.7K | 0.06% | −500−6.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,715 | $306.9K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,720 | $307.2K | 0.02% | −2,738−28.9% | Reduced |
| V2 Financial group LLC | 6,725 | $307.4K | 0.24% | −323−4.6% | Reduced |
| Physicians Financial Services, Inc. | 6,729 | $308.0K | 0.14% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 6,611 | $308.4K | 0.10% | −459−6.5% | Reduced |
| RFP Financial Group LLC | 6,769 | $309.4K | 0.14% | +6,769 | New |
| Mill Creek Capital Advisors, LLC | 6,771 | $309.5K | 0.01% | +6,771 | New |
| Industrial Alliance Investment Management Inc. | 6,788 | $310.0K | 0.01% | +24+0.4% | Added |
| Arrow Financial Corp | 6,781 | $311.0K | 0.04% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 6,844 | $312.0K | 0.06% | +6,844 | New |
| BCJ Capital Management, LLC | 6,857 | $313.4K | 0.03% | +966+16.4% | Added |
| Fortis Capital Advisors, LLC | 6,865 | $313.8K | 0.19% | +6,865 | New |
| Wells Trecaso Financial Group, LLC | 6,870 | $314.1K | 0.16% | +8+0.1% | Added |
| V Wealth Advisors LLC | 6,883 | $314.6K | 0.07% | −9,643−58.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,901 | $315.5K | 0.06% | −5,969−46.4% | Reduced |
| West Bancorporation Inc | 6,907 | $315.7K | 0.23% | −356−4.9% | Reduced |
| HC Advisors, LLC | 6,909 | $315.8K | 0.22% | +6,909 | New |
| San Luis Wealth Advisors LLC | 6,914 | $316.0K | 0.29% | −10,457−60.2% | Reduced |
| Boenning & Scattergood, Inc. | 6,051 | $316.0K | 0.05% | −1,163−16.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,925 | $316.5K | 0.01% | −4−0.1% | Reduced |
| Kula Investments, LLC | 6,933 | $316.9K | 0.11% | +6,933 | New |
| Opal Wealth Advisors, LLC | 6,935 | $317.0K | 0.17% | +73+1.1% | Added |
| Proficio Capital Partners LLC | 6,935 | $317.0K | 0.06% | +1,228+21.5% | Added |
| TSFG, LLC | 6,925 | $317.0K | 0.13% | +14+0.2% | Added |
| IMS Capital Management | 6,978 | $319.0K | 0.20% | +6,978 | New |
| Plante Moran Financial Advisors, LLC | 6,992 | $319.6K | 0.05% | −554−7.3% | Reduced |
| D. Scott Neal, Inc. | 7,000 | $320.0K | 0.16% | 00.0% | Unchanged |
| Coastline Trust Co | 7,025 | $321.1K | 0.05% | −5,400−43.5% | Reduced |
| Institute for Wealth Management, LLC. | 7,040 | $321.8K | 0.07% | +410+6.2% | Added |
| SC&H Financial Advisors, Inc. | 7,055 | $322.5K | 0.13% | −347−4.7% | Reduced |
| Community Trust & Investment Co | 7,130 | $325.9K | 0.03% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 7,140 | $326.4K | 0.22% | −106−1.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,156 | $327.0K | 0.15% | +7,156 | New |
| Smith Shellnut Wilson LLC | 7,163 | $327.4K | 0.20% | −332−4.4% | Reduced |
| LGT Group Foundation | 7,168 | $327.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7,198 | $329.0K | 0.08% | −255−3.4% | Reduced |
| Ellerson Group Inc | 7,225 | $330.0K | 0.35% | +7,225 | New |
| Catalyst Financial Partners LLC | 7,227 | $330.3K | 0.17% | +7,227 | New |
| EPG Wealth Management LLC | 7,231 | $330.5K | 0.13% | +25+0.3% | Added |
| Van Hulzen Asset Management, LLC | 7,244 | $331.0K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 7,245 | $331.2K | 0.24% | +390+5.7% | Added |
| Regent Investment Management LLC | 7,265 | $332.0K | 0.09% | 00.0% | Unchanged |
| Kenfarb & Co. | 7,300 | $333.6K | 0.30% | 00.0% | Unchanged |
| Tompkins Financial Corp | 7,312 | $334.0K | 0.05% | +175+2.5% | Added |
| Tandem Investment Advisors, Inc. | 7,317 | $334.0K | 0.02% | +363+5.2% | Added |
| Donaldson Capital Management, LLC | 7,335 | $335.3K | 0.02% | +544+8.0% | Added |
| Hills Bank & Trust Co | 7,353 | $336.0K | 0.05% | −496−6.3% | Reduced |
| SP Asset Management LLC | 7,356 | $336.2K | 0.05% | +7,356 | New |
| Access Financial Services, Inc. | 7,366 | $336.7K | 0.21% | 00.0% | Unchanged |
| Charter Trust Co | 7,370 | $336.9K | 0.03% | −220−2.9% | Reduced |
| First Financial Bank - Trust Division | 7,397 | $338.0K | 0.04% | −50−0.7% | Reduced |
| Monetary Management Group Inc | 7,400 | $338.3K | 0.11% | +1,774+31.5% | Added |
| Requisite Capital Management, LLC | 7,253 | $338.4K | 0.11% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 7,442 | $340.2K | 0.04% | −21−0.3% | Reduced |
| Teamwork Financial Advisors, LLC | 7,449 | $340.5K | 0.07% | −505−6.3% | Reduced |
| Baxter Bros Inc | 7,468 | $341.0K | 0.06% | −150−2.0% | Reduced |
| Capital Insight Partners, LLC | 7,485 | $342.1K | 0.09% | −115−1.5% | Reduced |
| Berger Financial Group, Inc | 7,508 | $343.2K | 0.05% | −768−9.3% | Reduced |
| Plancorp, LLC | 7,593 | $347.1K | 0.02% | +152+2.0% | Added |
| Family Management Corp | 7,603 | $347.5K | 0.08% | −64−0.8% | Reduced |
| Drive Wealth Management, LLC | 7,452 | $347.7K | 0.17% | +7,452 | New |
| First Business Financial Services, Inc. | 7,616 | $348.0K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 7,635 | $349.0K | 0.12% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 7,643 | $349.4K | 0.02% | +7,643 | New |