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
- 1,900
- +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
- 718 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 |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 17,091 | $781.0K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 17,088 | $781.0K | 0.34% | +3,536+26.1% | Added |
| MTM Investment Management, LLC | 17,050 | $779.4K | 0.40% | +70.0% | Added |
| Eagle Global Advisors LLC | 17,029 | $778.4K | 0.05% | −663−3.7% | Reduced |
| Toews Corp | 17,000 | $777.1K | 0.38% | +17,000 | New |
| Loomis Sayles & Co L P | 16,843 | $770.0K | 0.00% | +13,149+356.0% | Added |
| Cozad Asset Management Inc | 16,830 | $769.3K | 0.11% | +114+0.7% | Added |
| Patron Partners Advisors, LLC | 16,689 | $762.9K | 0.57% | −20−0.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 16,636 | $760.4K | 0.42% | −253−1.5% | Reduced |
| SageView Advisory Group, LLC | 16,627 | $760.0K | 0.06% | +16,627 | New |
| Bickling Financial Services, Inc. | 16,620 | $759.7K | 0.47% | +20+0.1% | Added |
| Gulf International Bank (UK) Ltd | 16,543 | $756.0K | 0.01% | +950+6.1% | Added |
| Bailard, Inc. | 16,515 | $754.9K | 0.03% | −3,037−15.5% | Reduced |
| Vaughan & Co Securities, Inc. | 16,507 | $754.5K | 0.60% | −1,897−10.3% | Reduced |
| Madison Asset Management, LLC | 16,469 | $753.0K | 0.01% | −670−3.9% | Reduced |
| Spinnaker Trust | 16,467 | $753.0K | 0.06% | 00.0% | Unchanged |
| Columbia Asset Management | 16,380 | $749.0K | 0.18% | 00.0% | Unchanged |
| Boston Family Office LLC | 16,234 | $742.0K | 0.06% | −1,536−8.6% | Reduced |
| Thomasville National Bank | 16,221 | $741.0K | 0.09% | −885−5.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $736.0K | 0.37% | 00.0% | Unchanged |
| Human Investing LLC | 16,004 | $731.5K | 0.19% | −8,270−34.1% | Reduced |
| Crescent Grove Advisors, LLC | 15,636 | $729.4K | 0.08% | +574+3.8% | Added |
| Allegheny Financial Group LTD | 15,951 | $729.1K | 0.30% | +61+0.4% | Added |
| Key Client Fiduciary Advisors, LLC | 15,921 | $727.7K | 0.50% | +3,952+33.0% | Added |
| Quadrant Capital Group LLC | 15,907 | $727.4K | 0.08% | +1,173+8.0% | Added |
| Evergreen Capital Management LLC | 15,599 | $726.9K | 0.03% | +676+4.5% | Added |
| Everett Harris & Co | 15,875 | $726.0K | 0.01% | −12,628−44.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 15,800 | $722.2K | 0.42% | −994−5.9% | Reduced |
| Beacon Financial Advisory LLC | 15,782 | $721.4K | 0.52% | +706+4.7% | Added |
| Evercore Wealth Management, LLC | 15,768 | $720.8K | 0.02% | −222−1.4% | Reduced |
| Bank of the West | 15,718 | $718.5K | 0.08% | −10.0% | Reduced |
| VeraBank, N.A. | 15,662 | $715.9K | 0.36% | −20.0% | Reduced |
| Independent Wealth Network Inc. | 15,648 | $715.3K | 0.49% | +360+2.4% | Added |
| Foundations Investment Advisors, LLC | 15,643 | $715.0K | 0.03% | +5,169+49.4% | Added |
| Graham Capital Management, L.P. | 15,634 | $714.6K | 0.03% | +15,634 | New |
| Gables Capital Management Inc. | 15,625 | $714.2K | 0.52% | −150−1.0% | Reduced |
| Moneta Group Investment Advisors LLC | 15,830 | $713.0K | 0.02% | −1,332−7.8% | Reduced |
| IFG Advisory, LLC | 15,581 | $712.0K | 0.07% | −9,335−37.5% | Reduced |
| Bahl & Gaynor Inc | 15,481 | $707.6K | 0.00% | +681+4.6% | Added |
| Magnolia Capital Advisors LLC | 15,431 | $705.0K | 0.47% | +3,709+31.6% | Added |
| Coastwise Capital Group, LLC | 15,402 | $704.0K | 0.84% | −1,527−9.0% | Reduced |
| Linscomb & Williams, Inc. | 15,366 | $702.4K | 0.04% | +5,504+55.8% | Added |
| Siemens Fonds Invest GmbH | 15,351 | $701.7K | 0.07% | −1,353−8.1% | Reduced |
| Gladstone Institutional Advisory LLC | 15,319 | $700.3K | 0.05% | +1,784+13.2% | Added |
| Lafayette Investments, Inc. | 15,293 | $699.0K | 0.20% | 00.0% | Unchanged |
| Veracity Capital LLC | 15,276 | $698.3K | 0.33% | −1,904−11.1% | Reduced |
| Atlantic Union Bankshares Corp | 15,231 | $696.2K | 0.07% | −10,656−41.2% | Reduced |
| Virtu Financial LLC | 15,117 | $691.0K | 0.09% | −16,093−51.6% | Reduced |
| Palisade Capital Management LLC | 15,100 | $690.2K | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 15,097 | $690.0K | 0.35% | −673−4.3% | Reduced |
| Horst & Graben Wealth Management LLC | 15,088 | $690.0K | 0.18% | +278+1.9% | Added |
| Resurgent Financial Advisors LLC | 15,017 | $686.4K | 0.37% | +236+1.6% | Added |
| TrinityPoint Wealth, LLC | 14,845 | $678.6K | 0.15% | +326+2.2% | Added |
| Kapstone Financial Advisors LLC | 14,433 | $677.9K | 0.62% | +14,433 | New |
| Straight Path Wealth Management | 14,824 | $677.6K | 0.65% | +52+0.4% | Added |
| Teza Capital Management LLC | 14,782 | $675.7K | 0.13% | +14,782 | New |
| Alpha Omega Wealth Management LLC | 14,781 | $675.7K | 0.12% | −56−0.4% | Reduced |
| Claraphi Advisory Network, LLC | 14,754 | $674.4K | 0.27% | +14,754 | New |
| Pettyjohn, Wood & White, Inc | 14,753 | $674.0K | 0.17% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 14,351 | $673.2K | 0.29% | +1,831+14.6% | Added |
| Delta Asset Management LLC | 14,636 | $669.0K | 0.07% | +1,038+7.6% | Added |
| Petrus Trust Company, LTA | 14,627 | $668.6K | 0.08% | +14,627 | New |
| Bartlett & Co. LLC | 14,223 | $664.0K | 0.01% | +715+5.3% | Added |
| Bartlett & Co. Wealth Management LLC | 14,223 | $663.5K | 0.01% | +715+5.3% | Added |
| Principle Wealth Partners LLC | 14,458 | $660.9K | 0.07% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 14,404 | $658.4K | 0.08% | +318+2.3% | Added |
| Assetmark, Inc | 14,325 | $654.8K | 0.00% | −8,716−37.8% | Reduced |
| Dorchester Wealth Management Co | 14,289 | $653.1K | 0.15% | −295−2.0% | Reduced |
| Tradition Wealth Management, LLC | 14,242 | $651.0K | 0.09% | −573−3.9% | Reduced |
| Eudaimonia Partners, LLC | 14,232 | $650.5K | 0.16% | −941−6.2% | Reduced |
| Acrisure Capital Management, LLC | 14,218 | $649.9K | 0.72% | +14,218 | New |
| TRUE Private Wealth Advisors | 14,199 | $649.0K | 0.10% | +85+0.6% | Added |
| Wolff Financial Management LLC | 14,199 | $649.0K | 0.24% | +30.0% | Added |
| Virtue Capital Management, LLC | 14,180 | $648.2K | 0.10% | +6,093+75.3% | Added |
| Blue Chip Partners, Inc. | 14,175 | $647.9K | 0.08% | −1,223−7.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 14,172 | $647.6K | 0.20% | −1,625−10.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 14,139 | $646.3K | 0.25% | +1,031+7.9% | Added |
| Signature Wealth Management Partners, LLC | 14,120 | $645.4K | 0.64% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 14,048 | $642.1K | 0.04% | +1,719+13.9% | Added |
| Matrix Private Capital Group LLC | 13,757 | $641.8K | 0.42% | −62−0.4% | Reduced |
| Terrapin Asset Management, LLC | 14,000 | $639.9K | 0.66% | +14,000 | New |
| Modera Wealth Management, LLC | 13,957 | $638.0K | 0.03% | −201−1.4% | Reduced |
| Optimum Investment Advisors | 13,855 | $633.3K | 0.34% | 00.0% | Unchanged |
| Qtron Investments LLC | 13,786 | $630.2K | 0.13% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13,733 | $627.8K | 0.02% | +206+1.5% | Added |
| Dakota Wealth Management | 13,705 | $626.5K | 0.04% | −868−6.0% | Reduced |
| BKD Wealth Advisors, LLC | 13,697 | $626.1K | 0.02% | +355+2.7% | Added |
| Capital Analysts, LLC | 13,617 | $622.0K | 0.04% | +463+3.5% | Added |
| Keystone Wealth Services, LLC | 13,585 | $621.0K | 0.27% | +30+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,515 | $617.8K | 0.11% | +2,162+19.0% | Added |
| Old Point Trust & Financial Services N A | 13,496 | $616.9K | 0.28% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 13,489 | $616.6K | 0.24% | +20.0% | Added |
| Bank Ozk | 13,475 | $615.9K | 0.31% | −782−5.5% | Reduced |
| West Chester Capital Advisors, Inc | 13,472 | $615.8K | 1.23% | −3,398−20.1% | Reduced |
| Marco Investment Management LLC | 13,458 | $615.2K | 0.07% | −50.0% | Reduced |
| City State Bank | 13,406 | $613.0K | 0.38% | +310+2.4% | Added |
| Segall Bryant & Hamill, LLC | 13,398 | $612.0K | 0.01% | −300−2.2% | Reduced |
| Van Cleef Asset Management,Inc | 13,344 | $609.9K | 0.10% | −46−0.3% | Reduced |
| MidWestOne Financial Group, Inc. | 13,294 | $607.7K | 0.14% | +2,200+19.8% | Added |
| Chicago Capital, LLC | 13,252 | $605.7K | 0.03% | 00.0% | Unchanged |