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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 9,189 | $420.0K | 0.06% | +986+12.0% | Added |
| Anchor Investment Management, LLC | 9,201 | $420.6K | 0.06% | −440−4.6% | Reduced |
| Investment Management of Virginia LLC | 9,250 | $422.8K | 0.08% | 00.0% | Unchanged |
| Cercano Management LLC | 9,256 | $423.1K | 0.02% | +9,256 | New |
| Compton Financial Group, LLC | 9,274 | $423.9K | 0.18% | +5+0.1% | Added |
| Sterling Investment Counsel, LLC | 9,280 | $424.2K | 0.26% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9,280 | $424.2K | 0.05% | −110−1.2% | Reduced |
| First Interstate Bank | 9,296 | $425.0K | 0.03% | +20+0.2% | Added |
| L.M. Kohn & Company | 9,311 | $425.6K | 0.20% | +70+0.8% | Added |
| FourThought Financial Partners, LLC | 9,419 | $430.5K | 0.06% | +9,419 | New |
| Bedel Financial Consulting, Inc. | 9,420 | $430.6K | 0.11% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 9,449 | $431.9K | 0.06% | −1,724−15.4% | Reduced |
| Synergy Financial Management, LLC | 9,462 | $432.5K | 0.11% | −42,573−81.8% | Reduced |
| Wellington Shields & Co., LLC | 9,537 | $435.9K | 0.10% | +17+0.2% | Added |
| Wade G W & Inc | 9,529 | $436.0K | 0.02% | +270+2.9% | Added |
| Cheviot Value Management, LLC | 9,541 | $436.1K | 0.11% | +11+0.1% | Added |
| Home Federal Bank of Tennessee | 9,542 | $436.2K | 0.17% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 9,549 | $436.5K | 0.40% | +9,549 | New |
| Axq Capital, LP | 9,570 | $437.4K | 0.30% | +9,570 | New |
| Schechter Investment Advisors, LLC | 9,578 | $437.8K | 0.04% | +1,901+24.8% | Added |
| Foundation Wealth Management, LLC | 9,600 | $438.8K | 0.45% | +9,600 | New |
| Park Place Capital Corp | 9,613 | $439.0K | 0.12% | +9,613 | New |
| WealthCare Investment Partners, LLC | 9,636 | $440.4K | 0.30% | +3,610+59.9% | Added |
| Voya Financial Advisors, Inc. | 9,626 | $441.5K | 0.06% | −1,264−11.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 9,663 | $441.7K | 0.15% | −15−0.2% | Reduced |
| Patriot Investment Management Inc. | 10,012 | $441.9K | 0.04% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 9,852 | $442.0K | 0.08% | −200−2.0% | Reduced |
| Court Place Advisors, LLC | 9,678 | $442.4K | 0.16% | −40−0.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,711 | $443.9K | 0.14% | +9,711 | New |
| Congress Wealth Management LLC | 9,718 | $444.2K | 0.01% | +954+10.9% | Added |
| Capital Advisors Wealth Management, LLC | 9,723 | $444.4K | 0.13% | +1,018+11.7% | Added |
| Atlas Brown,Inc. | 9,761 | $446.2K | 0.22% | −2,620−21.2% | Reduced |
| Vise Technologies, Inc. | 9,767 | $446.4K | 0.14% | +1,838+23.2% | Added |
| Cornerstone Advisory, LLC | 9,792 | $447.6K | 0.09% | −4,596−31.9% | Reduced |
| Cladis Investment Advisory, LLC | 9,800 | $448.0K | 0.45% | −600−5.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 9,829 | $449.3K | 0.18% | +836+9.3% | Added |
| Bouchey Financial Group Ltd | 9,835 | $449.6K | 0.06% | +16+0.2% | Added |
| Schnieders Capital Management LLC | 9,862 | $450.8K | 0.10% | −900−8.4% | Reduced |
| Successful Portfolios LLC | 9,861 | $451.0K | 0.29% | +286+3.0% | Added |
| Waldron Private Wealth LLC | 10,913 | $452.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 9,901 | $452.6K | 0.02% | −10.0% | Reduced |
| Trustcore Financial Services, LLC | 9,912 | $453.1K | 0.04% | +57+0.6% | Added |
| Edgestream Partners, L.P. | 9,919 | $453.4K | 0.05% | −52,053−84.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 9,933 | $454.0K | 0.13% | +37+0.4% | Added |
| Summit Financial Group Inc | 9,975 | $456.0K | 0.18% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 9,798 | $456.3K | 0.06% | −2,158−18.0% | Reduced |
| McRae Capital Management Inc | 9,996 | $456.9K | 0.13% | −391−3.8% | Reduced |
| State Farm Mutual Automobile Insurance Co | 10,000 | $457.1K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 10,018 | $457.9K | 0.17% | +33+0.3% | Added |
| Parcion Private Wealth LLC | 10,104 | $461.9K | 0.05% | +380+3.9% | Added |
| Asset Management Corp | 10,114 | $462.3K | 0.39% | +51+0.5% | Added |
| Hall Capital Management Co Inc | 10,150 | $464.0K | 0.28% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 10,162 | $464.5K | 0.26% | +1,149+12.7% | Added |
| Grandfield & Dodd, LLC | 10,199 | $466.2K | 0.03% | +1,412+16.1% | Added |
| Interchange Capital Partners, LLC | 10,202 | $466.4K | 0.48% | −1,226−10.7% | Reduced |
| Total Investment Management Inc | 10,238 | $468.0K | 0.11% | +40.0% | Added |
| SRB Corp | 10,236 | $468.0K | 0.03% | +10,236 | New |
| Oakworth Capital, Inc. | 10,243 | $468.2K | 0.04% | +54+0.5% | Added |
| Summit Financial, LLC | 10,271 | $469.5K | 0.04% | +59+0.6% | Added |
| Brooks, Moore & Associates, Inc. | 10,282 | $470.0K | 0.34% | +200+2.0% | Added |
| Gratus Capital LLC | 10,310 | $471.3K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 10,132 | $471.7K | 0.03% | −723−6.7% | Reduced |
| Resolute Partners Group | 10,134 | $472.7K | 0.06% | +208+2.1% | Added |
| Montecito Bank & Trust | 10,331 | $473.0K | 0.11% | −139−1.3% | Reduced |
| Droms Strauss Advisors Inc | 10,355 | $473.0K | 0.22% | −26−0.3% | Reduced |
| WMS Partners, LLC | 10,352 | $473.2K | 0.05% | −500−4.6% | Reduced |
| Investors Research Corp | 10,400 | $475.4K | 0.13% | −175−1.7% | Reduced |
| Castle Rock Wealth Management, LLC | 10,737 | $475.5K | 0.21% | +1,302+13.8% | Added |
| Smallwood Wealth Investment Management, LLC | 10,417 | $476.2K | 0.40% | −4,465−30.0% | Reduced |
| Alpha Cubed Investments, LLC | 10,467 | $478.4K | 0.04% | +536+5.4% | Added |
| Alliance Wealth Advisors, LLC | 10,491 | $479.5K | 0.40% | +1,151+12.3% | Added |
| Wedmont Private Capital | 10,328 | $479.7K | 0.07% | +4,443+75.5% | Added |
| Covenant Partners, LLC | 10,496 | $479.8K | 0.19% | 00.0% | Unchanged |
| Leuthold Group, LLC | 10,503 | $480.1K | 0.06% | +10,503 | New |
| Orca Investment Management, LLC | 10,514 | $480.6K | 0.61% | +48+0.5% | Added |
| Indie Asset Partners, LLC | 10,515 | $480.6K | 0.53% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10,320 | $481.5K | 0.03% | −66−0.6% | Reduced |
| Woodmont Investment Counsel LLC | 10,536 | $481.6K | 0.05% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 10,578 | $484.0K | 0.03% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,436 | $484.8K | 0.20% | +2,011+23.9% | Added |
| Garden State Investment Advisory Services LLC | 10,624 | $486.1K | 0.29% | +10,624 | New |
| SkyOak Wealth, LLC | 10,680 | $488.2K | 0.16% | 00.0% | Unchanged |
| St. Louis Trust Co | 10,700 | $489.1K | 0.10% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 10,753 | $491.5K | 0.41% | +10,753 | New |
| Inscription Capital, LLC | 10,769 | $492.3K | 0.17% | −50−0.5% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 10,782 | $492.8K | 0.46% | −111−1.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,820 | $494.6K | 0.16% | +120+1.1% | Added |
| Guardian Capital Advisors LP | 10,900 | $494.9K | 0.06% | 00.0% | Unchanged |
| Bank Hapoalim BM | 10,820 | $495.0K | 0.06% | −7,100−39.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,837 | $495.4K | 0.13% | +44+0.4% | Added |
| Birmingham Capital Management Co Inc | 10,838 | $495.4K | 0.19% | −8,175−43.0% | Reduced |
| Meritage Portfolio Management | 10,858 | $496.0K | 0.04% | −51,867−82.7% | Reduced |
| Madden Securities Corp | 10,881 | $497.4K | 0.26% | +2,805+34.7% | Added |
| FLC Capital Advisors | 10,890 | $497.8K | 0.15% | +1,580+17.0% | Added |
| Lake Street Advisors Group, LLC | 10,899 | $498.0K | 0.03% | +544+5.3% | Added |
| Gilbert & Cook, Inc. | 10,933 | $499.7K | 0.09% | +131+1.2% | Added |
| Financial Advisory Service, Inc. | 10,940 | $500.1K | 0.06% | +416+4.0% | Added |
| BMS Financial Advisors, LLC | 10,953 | $500.7K | 0.33% | −931−7.8% | Reduced |
| Daymark Wealth Partners, LLC | 10,976 | $501.7K | 0.09% | +10,976 | New |
| Wealth Architects, LLC | 10,990 | $502.4K | 0.10% | +132+1.2% | Added |