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 |
|---|---|---|---|---|---|
| Fishman Jay A Ltd | 11,035 | $504.4K | 0.07% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 11,054 | $505.3K | 0.41% | +1,905+20.8% | Added |
| Charles Schwab Trust Co | 11,086 | $506.7K | 0.07% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 11,086 | $506.8K | 0.60% | +113+1.0% | Added |
| Ti-Trust, Inc | 11,109 | $507.8K | 0.48% | 00.0% | Unchanged |
| First County Bank | 11,111 | $507.9K | 0.24% | +11,111 | New |
| MSH Capital Advisors LLC | 11,113 | $508.0K | 0.23% | −119−1.1% | Reduced |
| Cobblestone Capital Advisors LLC | 11,137 | $509.1K | 0.04% | +300+2.8% | Added |
| Conning Inc. | 11,146 | $509.5K | 0.02% | −60−0.5% | Reduced |
| TFC Financial Management | 11,148 | $509.6K | 0.15% | −670−5.7% | Reduced |
| Powers Advisory Group, LLC | 11,209 | $512.4K | 0.38% | +53+0.5% | Added |
| McGowan Group Asset Management, Inc. | 11,287 | $515.9K | 0.08% | +850+8.1% | Added |
| Monarch Capital Management Inc | 11,101 | $517.1K | 0.16% | 00.0% | Unchanged |
| Forum Financial Management, LP | 11,337 | $518.2K | 0.02% | +35+0.3% | Added |
| Shelton Capital Management | 11,430 | $522.5K | 0.06% | −1,347−10.5% | Reduced |
| Personal Capital Advisors Corp | 11,454 | $523.6K | 0.00% | −358−3.0% | Reduced |
| Paragon Financial Partners, Inc. | 11,458 | $523.8K | 0.58% | −254−2.2% | Reduced |
| RFG Advisory, LLC | 11,168 | $523.9K | 0.03% | −10,689−48.9% | Reduced |
| Chapin Davis, Inc. | 11,470 | $524.3K | 0.30% | +11,470 | New |
| WFA Asset Management Corp | 11,492 | $525.3K | 0.35% | +1,096+10.5% | Added |
| Hexagon Capital Partners LLC | 11,526 | $526.9K | 0.15% | +1,006+9.6% | Added |
| SPC Financial, Inc. | 11,527 | $526.9K | 0.06% | +461+4.2% | Added |
| Trust Co of Oklahoma | 11,545 | $527.7K | 0.21% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 11,558 | $528.3K | 0.34% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11,560 | $528.4K | 0.30% | −19,576−62.9% | Reduced |
| Duncker Streett & Co Inc | 11,570 | $528.9K | 0.13% | +60+0.5% | Added |
| StoneX Group Inc. | 11,357 | $529.4K | 0.06% | +910+8.7% | Added |
| Cutter & CO Brokerage, Inc. | 11,594 | $530.0K | 0.18% | −963−7.7% | Reduced |
| Machina Capital S.A.S. | 11,600 | $530.2K | 0.98% | +2,786+31.6% | Added |
| Silver Oak Securities, Inc | 11,624 | $531.0K | 0.10% | +1,446+14.2% | Added |
| Burney Co | 11,620 | $531.2K | 0.03% | −1,044−8.2% | Reduced |
| Capital Asset Advisory Services LLC | 11,394 | $535.5K | 0.04% | −364−3.1% | Reduced |
| Westmount Partners, LLC | 11,719 | $535.7K | 0.28% | +11,719 | New |
| Avidian Wealth Solutions, LLC | 11,736 | $536.5K | 0.03% | +376+3.3% | Added |
| Capital City Trust Co | 11,750 | $537.1K | 0.18% | +100+0.9% | Added |
| Brown Miller Wealth Management, LLC | 11,764 | $537.8K | 0.34% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 11,845 | $541.4K | 0.07% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 11,863 | $542.3K | 0.22% | +490+4.3% | Added |
| Stonnington Group, LLC | 11,800 | $542.7K | 0.15% | −500−4.1% | Reduced |
| Ballentine Partners, LLC | 11,892 | $543.6K | 0.02% | +2,868+31.8% | Added |
| HNP Capital LLC | 11,913 | $544.5K | 0.15% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 11,913 | $545.0K | 0.14% | 00.0% | Unchanged |
| Ignite Planners, LLC | 12,342 | $545.5K | 0.23% | +1,247+11.2% | Added |
| Mattern Wealth Management LLC | 11,954 | $546.4K | 0.22% | −475−3.8% | Reduced |
| Sax Wealth Advisors, LLC | 11,963 | $546.8K | 0.13% | −316−2.6% | Reduced |
| Cross Staff Investments Inc | 11,970 | $547.1K | 0.57% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 12,022 | $549.5K | 0.43% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 12,043 | $550.5K | 0.03% | +12,043 | New |
| D'Orazio & Associates, Inc. | 12,028 | $551.4K | 0.13% | +3,913+48.2% | Added |
| Canandaigua National Corp | 12,073 | $552.0K | 0.09% | +7+0.1% | Added |
| Archford Capital Strategies, LLC | 12,098 | $553.0K | 0.13% | +1,737+16.8% | Added |
| Scissortail Wealth Management, LLC | 11,725 | $553.0K | 0.32% | +11,725 | New |
| MQS Management LLC | 12,132 | $554.6K | 0.38% | +12,132 | New |
| KC Investment Advisors, LLC | 12,136 | $555.0K | 0.52% | −1,017−7.7% | Reduced |
| Richard W. Paul & Associates, LLC | 12,148 | $555.3K | 0.28% | +12,148 | New |
| Douglass Winthrop Advisors, LLC | 12,168 | $556.0K | 0.02% | −750−5.8% | Reduced |
| Summit Trail Advisors, LLC | 11,983 | $558.5K | 0.02% | +4,175+53.5% | Added |
| Intellectus Partners, LLC | 12,038 | $561.6K | 0.20% | +242+2.1% | Added |
| Aaron Wealth Advisors | 12,308 | $562.6K | 0.08% | +1,396+12.8% | Added |
| L2 Asset Management, LLC | 12,336 | $563.9K | 0.36% | −598−4.6% | Reduced |
| Lakeview Capital Partners, LLC | 12,673 | $563.9K | 0.18% | +1,249+10.9% | Added |
| Hendershot Investments Inc. | 12,402 | $566.9K | 0.10% | −469−3.6% | Reduced |
| David Loasby | 12,408 | $568.5K | 0.08% | +1,322+11.9% | Added |
| TownSquare Capital, LLC | 12,470 | $570.0K | 0.01% | +2,779+28.7% | Added |
| Parkside Financial Bank & Trust | 12,480 | $570.5K | 0.16% | +885+7.6% | Added |
| Romano Brothers and Company | 12,540 | $573.2K | 0.09% | −408−3.2% | Reduced |
| Millennium Capital Advisors, LLC | 12,541 | $573.2K | 0.58% | +100+0.8% | Added |
| Foster Group, Inc. | 12,544 | $573.4K | 0.04% | −4,580−26.7% | Reduced |
| Continuum Advisory, LLC | 12,575 | $574.8K | 0.10% | +780+6.6% | Added |
| Summit X, LLC | 13,762 | $574.9K | 0.17% | −1,857−11.9% | Reduced |
| Ronald Blue Trust, Inc. | 14,236 | $575.0K | 0.01% | +8+0.1% | Added |
| Evanson Asset Management, LLC | 12,589 | $575.4K | 0.06% | −3,793−23.2% | Reduced |
| 180 Wealth Advisors, LLC | 13,004 | $575.9K | 0.14% | +94+0.7% | Added |
| First Western Trust Bank | 12,620 | $576.9K | 0.03% | +2,992+31.1% | Added |
| Neo Ivy Capital Management | 12,618 | $577.0K | 0.39% | +12,618 | New |
| Farmers & Merchants Investments Inc | 12,636 | $577.6K | 0.02% | −470−3.6% | Reduced |
| Spirit of America Management Corp | 12,650 | $578.2K | 0.13% | +400+3.3% | Added |
| TCW Group Inc | 12,670 | $579.1K | 0.01% | −420−3.2% | Reduced |
| United Bank | 12,690 | $580.1K | 0.08% | +100+0.8% | Added |
| Essex Savings Bank | 12,749 | $582.6K | 0.20% | −135−1.0% | Reduced |
| Meridian Wealth Management, LLC | 12,748 | $582.7K | 0.06% | +525+4.3% | Added |
| Tevis Investment Management | 12,766 | $583.5K | 0.62% | 00.0% | Unchanged |
| Brighton Jones LLC | 12,826 | $586.3K | 0.04% | −2,308−15.3% | Reduced |
| Ethic Inc. | 12,826 | $586.3K | 0.03% | +577+4.7% | Added |
| Veriti Management LLC | 12,857 | $587.7K | 0.08% | −2,712−17.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 12,877 | $588.6K | 0.12% | −328−2.5% | Reduced |
| Crestwood Advisors Group LLC | 12,880 | $588.8K | 0.02% | −871−6.3% | Reduced |
| Salvus Wealth Management, LLC | 12,978 | $593.2K | 0.54% | +74+0.6% | Added |
| Endurance Wealth Management, Inc. | 13,000 | $594.0K | 0.09% | 00.0% | Unchanged |
| Girard Partners Ltd. | 13,002 | $594.4K | 0.07% | +1,554+13.6% | Added |
| Zeke Capital Advisors, LLC | 13,033 | $595.8K | 0.04% | +2,517+23.9% | Added |
| Walker Asset Management, LLC | 13,076 | $597.7K | 0.52% | +100+0.8% | Added |
| Patten & Patten Inc | 13,087 | $598.0K | 0.05% | −450−3.3% | Reduced |
| Edge Capital Group, LLC | 13,084 | $598.1K | 0.04% | −302−2.3% | Reduced |
| StrategIQ Financial Group, LLC | 13,089 | $598.3K | 0.07% | 00.0% | Unchanged |
| Bangor Savings Bank | 13,164 | $602.0K | 0.07% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 13,217 | $604.2K | 0.36% | +350+2.7% | Added |
| Neville Rodie & Shaw Inc | 13,225 | $605.0K | 0.06% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 13,247 | $605.5K | 0.05% | +276+2.1% | Added |
| Chicago Capital, LLC | 13,252 | $605.7K | 0.03% | 00.0% | Unchanged |