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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Aureus Asset Management, LLC | 13,247 | $605.5K | 0.05% | +276+2.1% | Added |
| Neville Rodie & Shaw Inc | 13,225 | $605.0K | 0.06% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 13,217 | $604.2K | 0.36% | +350+2.7% | Added |
| Bangor Savings Bank | 13,164 | $602.0K | 0.07% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 13,089 | $598.3K | 0.07% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 13,084 | $598.1K | 0.04% | −302−2.3% | Reduced |
| Patten & Patten Inc | 13,087 | $598.0K | 0.05% | −450−3.3% | Reduced |
| Walker Asset Management, LLC | 13,076 | $597.7K | 0.52% | +100+0.8% | Added |
| Zeke Capital Advisors, LLC | 13,033 | $595.8K | 0.04% | +2,517+23.9% | Added |
| Girard Partners Ltd. | 13,002 | $594.4K | 0.07% | +1,554+13.6% | Added |
| Endurance Wealth Management, Inc. | 13,000 | $594.0K | 0.09% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 12,978 | $593.2K | 0.54% | +74+0.6% | Added |
| Crestwood Advisors Group LLC | 12,880 | $588.8K | 0.02% | −871−6.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 12,877 | $588.6K | 0.12% | −328−2.5% | Reduced |
| Veriti Management LLC | 12,857 | $587.7K | 0.08% | −2,712−17.4% | Reduced |
| Ethic Inc. | 12,826 | $586.3K | 0.03% | +577+4.7% | Added |
| Brighton Jones LLC | 12,826 | $586.3K | 0.04% | −2,308−15.3% | Reduced |
| Tevis Investment Management | 12,766 | $583.5K | 0.62% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 12,748 | $582.7K | 0.06% | +525+4.3% | Added |
| Essex Savings Bank | 12,749 | $582.6K | 0.20% | −135−1.0% | Reduced |
| United Bank | 12,690 | $580.1K | 0.08% | +100+0.8% | Added |
| TCW Group Inc | 12,670 | $579.1K | 0.01% | −420−3.2% | Reduced |
| Spirit of America Management Corp | 12,650 | $578.2K | 0.13% | +400+3.3% | Added |
| Farmers & Merchants Investments Inc | 12,636 | $577.6K | 0.02% | −470−3.6% | Reduced |
| Neo Ivy Capital Management | 12,618 | $577.0K | 0.39% | +12,618 | New |
| First Western Trust Bank | 12,620 | $576.9K | 0.03% | +2,992+31.1% | Added |
| 180 Wealth Advisors, LLC | 13,004 | $575.9K | 0.14% | +94+0.7% | Added |
| Evanson Asset Management, LLC | 12,589 | $575.4K | 0.06% | −3,793−23.2% | Reduced |
| Ronald Blue Trust, Inc. | 14,236 | $575.0K | 0.01% | +8+0.1% | Added |
| Summit X, LLC | 13,762 | $574.9K | 0.17% | −1,857−11.9% | Reduced |
| Continuum Advisory, LLC | 12,575 | $574.8K | 0.10% | +780+6.6% | Added |
| Foster Group, Inc. | 12,544 | $573.4K | 0.04% | −4,580−26.7% | Reduced |
| Millennium Capital Advisors, LLC | 12,541 | $573.2K | 0.58% | +100+0.8% | Added |
| Romano Brothers and Company | 12,540 | $573.2K | 0.09% | −408−3.2% | Reduced |
| Parkside Financial Bank & Trust | 12,480 | $570.5K | 0.16% | +885+7.6% | Added |
| TownSquare Capital, LLC | 12,470 | $570.0K | 0.01% | +2,779+28.7% | Added |
| David Loasby | 12,408 | $568.5K | 0.08% | +1,322+11.9% | Added |
| Hendershot Investments Inc. | 12,402 | $566.9K | 0.10% | −469−3.6% | Reduced |
| Lakeview Capital Partners, LLC | 12,673 | $563.9K | 0.18% | +1,249+10.9% | Added |
| L2 Asset Management, LLC | 12,336 | $563.9K | 0.36% | −598−4.6% | Reduced |
| Aaron Wealth Advisors | 12,308 | $562.6K | 0.08% | +1,396+12.8% | Added |
| Intellectus Partners, LLC | 12,038 | $561.6K | 0.20% | +242+2.1% | Added |
| Summit Trail Advisors, LLC | 11,983 | $558.5K | 0.02% | +4,175+53.5% | Added |
| Douglass Winthrop Advisors, LLC | 12,168 | $556.0K | 0.02% | −750−5.8% | Reduced |
| Richard W. Paul & Associates, LLC | 12,148 | $555.3K | 0.28% | +12,148 | New |
| KC Investment Advisors, LLC | 12,136 | $555.0K | 0.52% | −1,017−7.7% | Reduced |
| MQS Management LLC | 12,132 | $554.6K | 0.38% | +12,132 | New |
| Scissortail Wealth Management, LLC | 11,725 | $553.0K | 0.32% | +11,725 | New |
| Archford Capital Strategies, LLC | 12,098 | $553.0K | 0.13% | +1,737+16.8% | Added |
| Canandaigua National Corp | 12,073 | $552.0K | 0.09% | +7+0.1% | Added |
| D'Orazio & Associates, Inc. | 12,028 | $551.4K | 0.13% | +3,913+48.2% | Added |
| Cassaday & Co Wealth Management LLC | 12,043 | $550.5K | 0.03% | +12,043 | New |
| Northstar Advisory Group, LLC | 12,022 | $549.5K | 0.43% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 11,970 | $547.1K | 0.57% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 11,963 | $546.8K | 0.13% | −316−2.6% | Reduced |
| Mattern Wealth Management LLC | 11,954 | $546.4K | 0.22% | −475−3.8% | Reduced |
| Ignite Planners, LLC | 12,342 | $545.5K | 0.23% | +1,247+11.2% | Added |
| Vectors Research Management, LLC | 11,913 | $545.0K | 0.14% | 00.0% | Unchanged |
| HNP Capital LLC | 11,913 | $544.5K | 0.15% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 11,892 | $543.6K | 0.02% | +2,868+31.8% | Added |
| Stonnington Group, LLC | 11,800 | $542.7K | 0.15% | −500−4.1% | Reduced |
| PBMares Wealth Management LLC | 11,863 | $542.3K | 0.22% | +490+4.3% | Added |
| Wellington Shields Capital Management, LLC | 11,845 | $541.4K | 0.07% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 11,764 | $537.8K | 0.34% | 00.0% | Unchanged |
| Capital City Trust Co | 11,750 | $537.1K | 0.18% | +100+0.9% | Added |
| Avidian Wealth Solutions, LLC | 11,736 | $536.5K | 0.03% | +376+3.3% | Added |
| Westmount Partners, LLC | 11,719 | $535.7K | 0.28% | +11,719 | New |
| Capital Asset Advisory Services LLC | 11,394 | $535.5K | 0.04% | −364−3.1% | Reduced |
| Burney Co | 11,620 | $531.2K | 0.03% | −1,044−8.2% | Reduced |
| Silver Oak Securities, Inc | 11,624 | $531.0K | 0.10% | +1,446+14.2% | Added |
| Machina Capital S.A.S. | 11,600 | $530.2K | 0.98% | +2,786+31.6% | Added |
| Cutter & CO Brokerage, Inc. | 11,594 | $530.0K | 0.18% | −963−7.7% | Reduced |
| StoneX Group Inc. | 11,357 | $529.4K | 0.06% | +910+8.7% | Added |
| Duncker Streett & Co Inc | 11,570 | $528.9K | 0.13% | +60+0.5% | Added |
| Truvestments Capital LLC | 11,560 | $528.4K | 0.30% | −19,576−62.9% | Reduced |
| Colonial River Wealth Management, LLC | 11,558 | $528.3K | 0.34% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 11,545 | $527.7K | 0.21% | 00.0% | Unchanged |
| SPC Financial, Inc. | 11,527 | $526.9K | 0.06% | +461+4.2% | Added |
| Hexagon Capital Partners LLC | 11,526 | $526.9K | 0.15% | +1,006+9.6% | Added |
| WFA Asset Management Corp | 11,492 | $525.3K | 0.35% | +1,096+10.5% | Added |
| Chapin Davis, Inc. | 11,470 | $524.3K | 0.30% | +11,470 | New |
| RFG Advisory, LLC | 11,168 | $523.9K | 0.03% | −10,689−48.9% | Reduced |
| Paragon Financial Partners, Inc. | 11,458 | $523.8K | 0.58% | −254−2.2% | Reduced |
| Personal Capital Advisors Corp | 11,454 | $523.6K | 0.00% | −358−3.0% | Reduced |
| Shelton Capital Management | 11,430 | $522.5K | 0.06% | −1,347−10.5% | Reduced |
| Forum Financial Management, LP | 11,337 | $518.2K | 0.02% | +35+0.3% | Added |
| Monarch Capital Management Inc | 11,101 | $517.1K | 0.16% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 11,287 | $515.9K | 0.08% | +850+8.1% | Added |
| Powers Advisory Group, LLC | 11,209 | $512.4K | 0.38% | +53+0.5% | Added |
| TFC Financial Management | 11,148 | $509.6K | 0.15% | −670−5.7% | Reduced |
| Conning Inc. | 11,146 | $509.5K | 0.02% | −60−0.5% | Reduced |
| Cobblestone Capital Advisors LLC | 11,137 | $509.1K | 0.04% | +300+2.8% | Added |
| MSH Capital Advisors LLC | 11,113 | $508.0K | 0.23% | −119−1.1% | Reduced |
| First County Bank | 11,111 | $507.9K | 0.24% | +11,111 | New |
| Ti-Trust, Inc | 11,109 | $507.8K | 0.48% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 11,086 | $506.8K | 0.60% | +113+1.0% | Added |
| Charles Schwab Trust Co | 11,086 | $506.7K | 0.07% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 11,054 | $505.3K | 0.41% | +1,905+20.8% | Added |
| Fishman Jay A Ltd | 11,035 | $504.4K | 0.07% | 00.0% | Unchanged |
| Wealth Architects, LLC | 10,990 | $502.4K | 0.10% | +132+1.2% | Added |