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 |
|---|---|---|---|---|---|
| AlphaStar Capital Management, LLC | 7,650 | $349.7K | 0.04% | −495−6.1% | Reduced |
| Strategic Blueprint, LLC | 7,653 | $349.8K | 0.04% | +598+8.5% | Added |
| Evoke Wealth, LLC | 7,509 | $349.8K | 0.01% | +455+6.5% | Added |
| Mayfair Advisory Group, LLC | 7,650 | $351.8K | 0.45% | +43+0.6% | Added |
| Marble Harbor Investment Counsel, LLC | 7,711 | $352.5K | 0.05% | +400+5.5% | Added |
| Dorsey & Whitney Trust CO LLC | 7,718 | $352.8K | 0.03% | −4,679−37.7% | Reduced |
| Claro Advisors LLC | 7,743 | $353.9K | 0.12% | +1,069+16.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,750 | $354.0K | 0.04% | +7,750 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,785 | $356.0K | 0.18% | −180−2.3% | Reduced |
| Centerpoint Advisors, LLC | 7,793 | $356.0K | 0.17% | +585+8.1% | Added |
| Intrua Financial, LLC | 8,000 | $356.3K | 0.08% | −101−1.2% | Reduced |
| One Wealth Advisors, LLC | 7,818 | $357.4K | 0.08% | +2,391+44.1% | Added |
| Harvey Investment Co LLC | 7,833 | $358.0K | 0.05% | 00.0% | Unchanged |
| Maven Securities LTD | 7,810 | $358.6K | 0.07% | −6,346−44.8% | Reduced |
| Luts & Greenleigh Group, Inc | 7,847 | $358.7K | 0.45% | +7,847 | New |
| Prossimo Advisors, LLC | 7,858 | $359.0K | 0.83% | +7,858 | New |
| Frisch Financial Group, Inc. | 7,923 | $362.0K | 0.14% | +136+1.7% | Added |
| Congress Park Capital LLC | 7,925 | $362.3K | 0.23% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 7,934 | $362.6K | 0.05% | +7,934 | New |
| Sovereign Financial Group, Inc. | 7,962 | $363.9K | 0.14% | +410+5.4% | Added |
| Wealthstar Advisors, LLC | 7,968 | $364.2K | 0.17% | −690−8.0% | Reduced |
| Graypoint LLC | 7,984 | $364.9K | 0.04% | +204+2.6% | Added |
| TrueWealth Advisors, LLC | 8,003 | $365.8K | 0.16% | +76+1.0% | Added |
| Reaves W H & Co Inc | 8,000 | $366.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 8,009 | $366.1K | 0.11% | −1,000−11.1% | Reduced |
| Herold Advisors, Inc. | 8,028 | $367.0K | 0.16% | +1,273+18.8% | Added |
| Woodard & Co Asset Management Group Inc | 8,035 | $367.3K | 0.13% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8,059 | $368.4K | 0.31% | +78+1.0% | Added |
| Arkadios Wealth Advisors | 8,061 | $368.5K | 0.05% | −828−9.3% | Reduced |
| Azimuth Capital Investment Management LLC | 8,100 | $370.3K | 0.02% | 00.0% | Unchanged |
| Curi Capital | 8,124 | $371.4K | 0.05% | +2,702+49.8% | Added |
| BSW Wealth Partners | 8,149 | $372.0K | 0.08% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 8,128 | $372.0K | 0.29% | +141+1.8% | Added |
| Financial Perspectives, Inc | 8,141 | $372.1K | 0.19% | +20.0% | Added |
| InterOcean Capital Group, LLC | 8,171 | $373.5K | 0.01% | −94−1.1% | Reduced |
| Investment Advisory Group, LLC | 8,181 | $373.9K | 0.23% | −435−5.0% | Reduced |
| Insight Advisors, LLC | 8,210 | $374.3K | 0.13% | +64+0.8% | Added |
| Raleigh Capital Management Inc. | 8,194 | $376.4K | 0.20% | +439+5.7% | Added |
| Vantage Consulting Group Inc | 8,246 | $376.9K | 0.22% | −739−8.2% | Reduced |
| Syntax Advisors, LLC | 8,246 | $376.9K | 0.31% | −739−8.2% | Reduced |
| Horizon Investments, LLC | 8,242 | $377.0K | 0.01% | +2,412+41.4% | Added |
| Lane & Associates LLC | 8,277 | $378.3K | 0.36% | +8,277 | New |
| Callahan Advisors, LLC | 8,277 | $378.3K | 0.05% | +264+3.3% | Added |
| Delta Investment Management, LLC | 8,284 | $378.7K | 0.12% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8,286 | $378.7K | 0.05% | +14+0.2% | Added |
| Compass Financial Advisors LLC | 8,299 | $379.4K | 0.51% | +107+1.3% | Added |
| CVA Family Office, LLC | 8,304 | $379.6K | 0.09% | +145+1.8% | Added |
| Howland Capital Management LLC | 8,142 | $379.8K | 0.02% | +728+9.8% | Added |
| Whitener Capital Management, Inc. | 8,322 | $380.4K | 0.17% | +400+5.0% | Added |
| Quantamental Technologies LLC | 8,345 | $381.4K | 0.17% | −25,526−75.4% | Reduced |
| Front Barnett Associates LLC | 8,366 | $382.0K | 0.05% | 00.0% | Unchanged |
| Arden Trust Co | 8,402 | $384.1K | 0.08% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 8,243 | $384.2K | 0.33% | +8,243 | New |
| Grimes & Company, Inc. | 8,429 | $385.3K | 0.02% | +556+7.1% | Added |
| Equitable Trust Co | 8,430 | $385.3K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 8,446 | $386.0K | 0.21% | −192−2.2% | Reduced |
| Atlantic Private Wealth, LLC | 8,458 | $386.6K | 0.42% | 00.0% | Unchanged |
| State of Wyoming | 8,500 | $388.5K | 0.13% | +1,510+21.6% | Added |
| Accredited Investors Inc. | 8,501 | $388.6K | 0.03% | −63−0.7% | Reduced |
| PDS Planning, Inc | 8,519 | $389.4K | 0.06% | +1,311+18.2% | Added |
| IFG Advisors, LLC | 8,525 | $389.7K | 0.17% | −317−3.6% | Reduced |
| Tocqueville Asset Management L.P. | 8,535 | $390.1K | 0.01% | +303+3.7% | Added |
| CFO4Life Group, LLC | 8,555 | $391.1K | 0.08% | +858+11.1% | Added |
| CFO4Life, L.P. | 8,555 | $391.1K | 0.08% | +8,555 | New |
| Cypress Wealth Services, LLC | 8,577 | $392.0K | 0.13% | +378+4.6% | Added |
| Compagnie Lombard Odier SCmA | 8,600 | $394.0K | 0.01% | −32,300−79.0% | Reduced |
| Farmers Trust Co | 8,625 | $394.0K | 0.09% | −74−0.9% | Reduced |
| Xcel Wealth Management, LLC | 8,663 | $396.0K | 0.16% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 8,624 | $396.5K | 0.10% | +2,047+31.1% | Added |
| Gradient Investments LLC | 8,676 | $396.6K | 0.01% | −1,072−11.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,683 | $396.9K | 0.19% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 8,722 | $398.7K | 0.09% | −733−7.8% | Reduced |
| Royal Capital Wealth Management, LLC | 8,730 | $399.0K | 0.42% | −1,861−17.6% | Reduced |
| Clark Financial Services Group Inc | 8,732 | $399.0K | 0.46% | +38+0.4% | Added |
| Jackson Hole Capital Partners, LLC | 8,743 | $399.7K | 0.12% | −159−1.8% | Reduced |
| Schmidt P J Investment Management Inc | 8,791 | $401.8K | 0.09% | +151+1.7% | Added |
| Stephens Consulting, LLC | 8,795 | $402.0K | 0.27% | +17+0.2% | Added |
| KLR Investment Advisors, LLC | 8,662 | $403.3K | 0.33% | +8,662 | New |
| MCF Advisors LLC | 8,728 | $403.8K | 0.04% | +21+0.2% | Added |
| Main Street Financial Solutions, LLC | 8,829 | $404.0K | 0.06% | +166+1.9% | Added |
| Concord Wealth Partners | 8,861 | $405.0K | 0.12% | +1,775+25.0% | Added |
| Fort, L.P. | 8,872 | $405.5K | 0.61% | −2,507−22.0% | Reduced |
| Wealth Effects LLC | 8,900 | $406.8K | 0.23% | −25−0.3% | Reduced |
| Towerpoint Wealth, LLC | 8,909 | $407.2K | 0.23% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 8,938 | $408.5K | 0.02% | +63+0.7% | Added |
| Cohen Investment Advisors LLC | 8,951 | $409.1K | 0.34% | +642+7.7% | Added |
| True Capital Management | 8,963 | $409.7K | 0.33% | +8,963 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $410.0K | 0.13% | 00.0% | Unchanged |
| RS Crum Inc. | 8,976 | $410.3K | 0.19% | −4,190−31.8% | Reduced |
| Wealth Alliance | 8,980 | $410.5K | 0.07% | −1,736−16.2% | Reduced |
| Terry L. Blaker | 8,991 | $410.9K | 0.04% | +8,991 | New |
| NJ State Employees Deferred Compensation Plan | 9,000 | $411.4K | 0.07% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 8,900 | $412.0K | 0.23% | 00.0% | Unchanged |
| Holderness Investments Co | 9,044 | $413.4K | 0.18% | −444−4.7% | Reduced |
| Midwest Heritage Bank, FSB | 9,098 | $415.9K | 0.40% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 9,099 | $415.9K | 0.02% | +751+9.0% | Added |
| Core Wealth Partners LLC | 5,182 | $417.3K | 0.52% | +5,182 | New |
| Aveo Capital Partners, LLC | 9,137 | $417.7K | 0.06% | +300+3.4% | Added |
| Alpha Paradigm Partners, LLC | 9,158 | $419.0K | 0.17% | +1,800+24.5% | Added |
| ERn Financial, LLC | 9,173 | $419.3K | 0.10% | +97+1.1% | Added |