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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 10,976 | $501.7K | 0.09% | +10,976 | New |
| BMS Financial Advisors, LLC | 10,953 | $500.7K | 0.33% | −931−7.8% | Reduced |
| Financial Advisory Service, Inc. | 10,940 | $500.1K | 0.06% | +416+4.0% | Added |
| Gilbert & Cook, Inc. | 10,933 | $499.7K | 0.09% | +131+1.2% | Added |
| Lake Street Advisors Group, LLC | 10,899 | $498.0K | 0.03% | +544+5.3% | Added |
| FLC Capital Advisors | 10,890 | $497.8K | 0.15% | +1,580+17.0% | Added |
| Madden Securities Corp | 10,881 | $497.4K | 0.26% | +2,805+34.7% | Added |
| Meritage Portfolio Management | 10,858 | $496.0K | 0.04% | −51,867−82.7% | Reduced |
| Birmingham Capital Management Co Inc | 10,838 | $495.4K | 0.19% | −8,175−43.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,837 | $495.4K | 0.13% | +44+0.4% | Added |
| Bank Hapoalim BM | 10,820 | $495.0K | 0.06% | −7,100−39.6% | Reduced |
| Guardian Capital Advisors LP | 10,900 | $494.9K | 0.06% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 10,820 | $494.6K | 0.16% | +120+1.1% | Added |
| Taylor & Morgan Wealth Management, LLC | 10,782 | $492.8K | 0.46% | −111−1.0% | Reduced |
| Inscription Capital, LLC | 10,769 | $492.3K | 0.17% | −50−0.5% | Reduced |
| Fee-Only Financial Planning, L.C. | 10,753 | $491.5K | 0.41% | +10,753 | New |
| St. Louis Trust Co | 10,700 | $489.1K | 0.10% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,680 | $488.2K | 0.16% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 10,624 | $486.1K | 0.29% | +10,624 | New |
| Onyx Bridge Wealth Group LLC | 10,436 | $484.8K | 0.20% | +2,011+23.9% | Added |
| Staley Capital Advisers Inc | 10,578 | $484.0K | 0.03% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 10,536 | $481.6K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10,320 | $481.5K | 0.03% | −66−0.6% | Reduced |
| Indie Asset Partners, LLC | 10,515 | $480.6K | 0.53% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 10,514 | $480.6K | 0.61% | +48+0.5% | Added |
| Leuthold Group, LLC | 10,503 | $480.1K | 0.06% | +10,503 | New |
| Covenant Partners, LLC | 10,496 | $479.8K | 0.19% | 00.0% | Unchanged |
| Wedmont Private Capital | 10,328 | $479.7K | 0.07% | +4,443+75.5% | Added |
| Alliance Wealth Advisors, LLC | 10,491 | $479.5K | 0.40% | +1,151+12.3% | Added |
| Alpha Cubed Investments, LLC | 10,467 | $478.4K | 0.04% | +536+5.4% | Added |
| Smallwood Wealth Investment Management, LLC | 10,417 | $476.2K | 0.40% | −4,465−30.0% | Reduced |
| Castle Rock Wealth Management, LLC | 10,737 | $475.5K | 0.21% | +1,302+13.8% | Added |
| Investors Research Corp | 10,400 | $475.4K | 0.13% | −175−1.7% | Reduced |
| WMS Partners, LLC | 10,352 | $473.2K | 0.05% | −500−4.6% | Reduced |
| 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 |
| Resolute Partners Group | 10,134 | $472.7K | 0.06% | +208+2.1% | Added |
| Chicago Partners Investment Group LLC | 10,132 | $471.7K | 0.03% | −723−6.7% | Reduced |
| Gratus Capital LLC | 10,310 | $471.3K | 0.04% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 10,282 | $470.0K | 0.34% | +200+2.0% | Added |
| Summit Financial, LLC | 10,271 | $469.5K | 0.04% | +59+0.6% | Added |
| Oakworth Capital, Inc. | 10,243 | $468.2K | 0.04% | +54+0.5% | Added |
| SRB Corp | 10,236 | $468.0K | 0.03% | +10,236 | New |
| Total Investment Management Inc | 10,238 | $468.0K | 0.11% | +40.0% | Added |
| Interchange Capital Partners, LLC | 10,202 | $466.4K | 0.48% | −1,226−10.7% | Reduced |
| Grandfield & Dodd, LLC | 10,199 | $466.2K | 0.03% | +1,412+16.1% | Added |
| Perritt Capital Management Inc | 10,162 | $464.5K | 0.26% | +1,149+12.7% | Added |
| Hall Capital Management Co Inc | 10,150 | $464.0K | 0.28% | 00.0% | Unchanged |
| Asset Management Corp | 10,114 | $462.3K | 0.39% | +51+0.5% | Added |
| Parcion Private Wealth LLC | 10,104 | $461.9K | 0.05% | +380+3.9% | Added |
| MONECO Advisors, LLC | 10,018 | $457.9K | 0.17% | +33+0.3% | Added |
| State Farm Mutual Automobile Insurance Co | 10,000 | $457.1K | 0.00% | 00.0% | Unchanged |
| McRae Capital Management Inc | 9,996 | $456.9K | 0.13% | −391−3.8% | Reduced |
| Naples Global Advisors, LLC | 9,798 | $456.3K | 0.06% | −2,158−18.0% | Reduced |
| Summit Financial Group Inc | 9,975 | $456.0K | 0.18% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,933 | $454.0K | 0.13% | +37+0.4% | Added |
| Edgestream Partners, L.P. | 9,919 | $453.4K | 0.05% | −52,053−84.0% | Reduced |
| Trustcore Financial Services, LLC | 9,912 | $453.1K | 0.04% | +57+0.6% | Added |
| Washington Trust Co | 9,901 | $452.6K | 0.02% | −10.0% | Reduced |
| Waldron Private Wealth LLC | 10,913 | $452.0K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 9,861 | $451.0K | 0.29% | +286+3.0% | Added |
| Schnieders Capital Management LLC | 9,862 | $450.8K | 0.10% | −900−8.4% | Reduced |
| Bouchey Financial Group Ltd | 9,835 | $449.6K | 0.06% | +16+0.2% | Added |
| Wealth Dimensions Group, Ltd. | 9,829 | $449.3K | 0.18% | +836+9.3% | Added |
| Cladis Investment Advisory, LLC | 9,800 | $448.0K | 0.45% | −600−5.8% | Reduced |
| Cornerstone Advisory, LLC | 9,792 | $447.6K | 0.09% | −4,596−31.9% | Reduced |
| Vise Technologies, Inc. | 9,767 | $446.4K | 0.14% | +1,838+23.2% | Added |
| Atlas Brown,Inc. | 9,761 | $446.2K | 0.22% | −2,620−21.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 9,723 | $444.4K | 0.13% | +1,018+11.7% | Added |
| Congress Wealth Management LLC | 9,718 | $444.2K | 0.01% | +954+10.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,711 | $443.9K | 0.14% | +9,711 | New |
| Court Place Advisors, LLC | 9,678 | $442.4K | 0.16% | −40−0.4% | Reduced |
| C2C Wealth Management, LLC | 9,852 | $442.0K | 0.08% | −200−2.0% | Reduced |
| Patriot Investment Management Inc. | 10,012 | $441.9K | 0.04% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 9,663 | $441.7K | 0.15% | −15−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 9,626 | $441.5K | 0.06% | −1,264−11.6% | Reduced |
| WealthCare Investment Partners, LLC | 9,636 | $440.4K | 0.30% | +3,610+59.9% | Added |
| Park Place Capital Corp | 9,613 | $439.0K | 0.12% | +9,613 | New |
| Foundation Wealth Management, LLC | 9,600 | $438.8K | 0.45% | +9,600 | New |
| Schechter Investment Advisors, LLC | 9,578 | $437.8K | 0.04% | +1,901+24.8% | Added |
| Axq Capital, LP | 9,570 | $437.4K | 0.30% | +9,570 | New |
| Cravens & Co Advisors, LLC | 9,549 | $436.5K | 0.40% | +9,549 | New |
| Home Federal Bank of Tennessee | 9,542 | $436.2K | 0.17% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 9,541 | $436.1K | 0.11% | +11+0.1% | Added |
| Wade G W & Inc | 9,529 | $436.0K | 0.02% | +270+2.9% | Added |
| Wellington Shields & Co., LLC | 9,537 | $435.9K | 0.10% | +17+0.2% | Added |
| Synergy Financial Management, LLC | 9,462 | $432.5K | 0.11% | −42,573−81.8% | Reduced |
| Creative Financial Designs Inc | 9,449 | $431.9K | 0.06% | −1,724−15.4% | Reduced |
| Bedel Financial Consulting, Inc. | 9,420 | $430.6K | 0.11% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 9,419 | $430.5K | 0.06% | +9,419 | New |
| L.M. Kohn & Company | 9,311 | $425.6K | 0.20% | +70+0.8% | Added |
| First Interstate Bank | 9,296 | $425.0K | 0.03% | +20+0.2% | Added |
| Sound Income Strategies, LLC | 9,280 | $424.2K | 0.05% | −110−1.2% | Reduced |
| Sterling Investment Counsel, LLC | 9,280 | $424.2K | 0.26% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 9,274 | $423.9K | 0.18% | +5+0.1% | Added |
| Cercano Management LLC | 9,256 | $423.1K | 0.02% | +9,256 | New |
| Investment Management of Virginia LLC | 9,250 | $422.8K | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 9,201 | $420.6K | 0.06% | −440−4.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 9,189 | $420.0K | 0.06% | +986+12.0% | Added |
| ERn Financial, LLC | 9,173 | $419.3K | 0.10% | +97+1.1% | Added |