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 |
|---|---|---|---|---|---|
| Alpha Paradigm Partners, LLC | 9,158 | $419.0K | 0.17% | +1,800+24.5% | Added |
| Aveo Capital Partners, LLC | 9,137 | $417.7K | 0.06% | +300+3.4% | Added |
| Core Wealth Partners LLC | 5,182 | $417.3K | 0.52% | +5,182 | New |
| Flputnam Investment Management Co | 9,099 | $415.9K | 0.02% | +751+9.0% | Added |
| Midwest Heritage Bank, FSB | 9,098 | $415.9K | 0.40% | 00.0% | Unchanged |
| Holderness Investments Co | 9,044 | $413.4K | 0.18% | −444−4.7% | Reduced |
| Cito Capital Group, LLC | 8,900 | $412.0K | 0.23% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 9,000 | $411.4K | 0.07% | 00.0% | Unchanged |
| Terry L. Blaker | 8,991 | $410.9K | 0.04% | +8,991 | New |
| Wealth Alliance | 8,980 | $410.5K | 0.07% | −1,736−16.2% | Reduced |
| RS Crum Inc. | 8,976 | $410.3K | 0.19% | −4,190−31.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $410.0K | 0.13% | 00.0% | Unchanged |
| True Capital Management | 8,963 | $409.7K | 0.33% | +8,963 | New |
| Cohen Investment Advisors LLC | 8,951 | $409.1K | 0.34% | +642+7.7% | Added |
| Parsec Financial Management, Inc. | 8,938 | $408.5K | 0.02% | +63+0.7% | Added |
| Towerpoint Wealth, LLC | 8,909 | $407.2K | 0.23% | 00.0% | Unchanged |
| Wealth Effects LLC | 8,900 | $406.8K | 0.23% | −25−0.3% | Reduced |
| Fort, L.P. | 8,872 | $405.5K | 0.61% | −2,507−22.0% | Reduced |
| Concord Wealth Partners | 8,861 | $405.0K | 0.12% | +1,775+25.0% | Added |
| Main Street Financial Solutions, LLC | 8,829 | $404.0K | 0.06% | +166+1.9% | Added |
| MCF Advisors LLC | 8,728 | $403.8K | 0.04% | +21+0.2% | Added |
| KLR Investment Advisors, LLC | 8,662 | $403.3K | 0.33% | +8,662 | New |
| Stephens Consulting, LLC | 8,795 | $402.0K | 0.27% | +17+0.2% | Added |
| Schmidt P J Investment Management Inc | 8,791 | $401.8K | 0.09% | +151+1.7% | Added |
| Jackson Hole Capital Partners, LLC | 8,743 | $399.7K | 0.12% | −159−1.8% | Reduced |
| Royal Capital Wealth Management, LLC | 8,730 | $399.0K | 0.42% | −1,861−17.6% | Reduced |
| Clark Financial Services Group Inc | 8,732 | $399.0K | 0.46% | +38+0.4% | Added |
| Laidlaw Wealth Management LLC | 8,722 | $398.7K | 0.09% | −733−7.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,683 | $396.9K | 0.19% | 00.0% | Unchanged |
| Gradient Investments LLC | 8,676 | $396.6K | 0.01% | −1,072−11.0% | Reduced |
| Vivaldi Capital Management, LLC | 8,624 | $396.5K | 0.10% | +2,047+31.1% | Added |
| Xcel Wealth Management, LLC | 8,663 | $396.0K | 0.16% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 8,600 | $394.0K | 0.01% | −32,300−79.0% | Reduced |
| Farmers Trust Co | 8,625 | $394.0K | 0.09% | −74−0.9% | Reduced |
| Cypress Wealth Services, LLC | 8,577 | $392.0K | 0.13% | +378+4.6% | Added |
| CFO4Life Group, LLC | 8,555 | $391.1K | 0.08% | +858+11.1% | Added |
| CFO4Life, L.P. | 8,555 | $391.1K | 0.08% | +8,555 | New |
| Tocqueville Asset Management L.P. | 8,535 | $390.1K | 0.01% | +303+3.7% | Added |
| IFG Advisors, LLC | 8,525 | $389.7K | 0.17% | −317−3.6% | Reduced |
| PDS Planning, Inc | 8,519 | $389.4K | 0.06% | +1,311+18.2% | Added |
| Accredited Investors Inc. | 8,501 | $388.6K | 0.03% | −63−0.7% | Reduced |
| State of Wyoming | 8,500 | $388.5K | 0.13% | +1,510+21.6% | Added |
| Atlantic Private Wealth, LLC | 8,458 | $386.6K | 0.42% | 00.0% | Unchanged |
| Pflug Koory, LLC | 8,446 | $386.0K | 0.21% | −192−2.2% | Reduced |
| Equitable Trust Co | 8,430 | $385.3K | 0.03% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,429 | $385.3K | 0.02% | +556+7.1% | Added |
| Tilt Investment Management Holdings, PBC | 8,243 | $384.2K | 0.33% | +8,243 | New |
| Arden Trust Co | 8,402 | $384.1K | 0.08% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 8,366 | $382.0K | 0.05% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 8,345 | $381.4K | 0.17% | −25,526−75.4% | Reduced |
| Whitener Capital Management, Inc. | 8,322 | $380.4K | 0.17% | +400+5.0% | Added |
| Howland Capital Management LLC | 8,142 | $379.8K | 0.02% | +728+9.8% | Added |
| CVA Family Office, LLC | 8,304 | $379.6K | 0.09% | +145+1.8% | Added |
| Compass Financial Advisors LLC | 8,299 | $379.4K | 0.51% | +107+1.3% | Added |
| TCI Wealth Advisors, Inc. | 8,286 | $378.7K | 0.05% | +14+0.2% | Added |
| Delta Investment Management, LLC | 8,284 | $378.7K | 0.12% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 8,277 | $378.3K | 0.05% | +264+3.3% | Added |
| Lane & Associates LLC | 8,277 | $378.3K | 0.36% | +8,277 | New |
| Horizon Investments, LLC | 8,242 | $377.0K | 0.01% | +2,412+41.4% | Added |
| Vantage Consulting Group Inc | 8,246 | $376.9K | 0.22% | −739−8.2% | Reduced |
| Syntax Advisors, LLC | 8,246 | $376.9K | 0.31% | −739−8.2% | Reduced |
| Raleigh Capital Management Inc. | 8,194 | $376.4K | 0.20% | +439+5.7% | Added |
| Insight Advisors, LLC | 8,210 | $374.3K | 0.13% | +64+0.8% | Added |
| Investment Advisory Group, LLC | 8,181 | $373.9K | 0.23% | −435−5.0% | Reduced |
| InterOcean Capital Group, LLC | 8,171 | $373.5K | 0.01% | −94−1.1% | Reduced |
| Financial Perspectives, Inc | 8,141 | $372.1K | 0.19% | +20.0% | Added |
| BSW Wealth Partners | 8,149 | $372.0K | 0.08% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 8,128 | $372.0K | 0.29% | +141+1.8% | Added |
| Curi Capital | 8,124 | $371.4K | 0.05% | +2,702+49.8% | Added |
| Azimuth Capital Investment Management LLC | 8,100 | $370.3K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8,061 | $368.5K | 0.05% | −828−9.3% | Reduced |
| Wealth Quarterback LLC | 8,059 | $368.4K | 0.31% | +78+1.0% | Added |
| Woodard & Co Asset Management Group Inc | 8,035 | $367.3K | 0.13% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 8,028 | $367.0K | 0.16% | +1,273+18.8% | Added |
| Old Second National Bank of Aurora | 8,009 | $366.1K | 0.11% | −1,000−11.1% | Reduced |
| Reaves W H & Co Inc | 8,000 | $366.0K | 0.01% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 8,003 | $365.8K | 0.16% | +76+1.0% | Added |
| Graypoint LLC | 7,984 | $364.9K | 0.04% | +204+2.6% | Added |
| Wealthstar Advisors, LLC | 7,968 | $364.2K | 0.17% | −690−8.0% | Reduced |
| Sovereign Financial Group, Inc. | 7,962 | $363.9K | 0.14% | +410+5.4% | Added |
| Soltis Investment Advisors LLC | 7,934 | $362.6K | 0.05% | +7,934 | New |
| Congress Park Capital LLC | 7,925 | $362.3K | 0.23% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 7,923 | $362.0K | 0.14% | +136+1.7% | Added |
| Prossimo Advisors, LLC | 7,858 | $359.0K | 0.83% | +7,858 | New |
| Luts & Greenleigh Group, Inc | 7,847 | $358.7K | 0.45% | +7,847 | New |
| Maven Securities LTD | 7,810 | $358.6K | 0.07% | −6,346−44.8% | Reduced |
| Harvey Investment Co LLC | 7,833 | $358.0K | 0.05% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 7,818 | $357.4K | 0.08% | +2,391+44.1% | Added |
| Intrua Financial, LLC | 8,000 | $356.3K | 0.08% | −101−1.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,785 | $356.0K | 0.18% | −180−2.3% | Reduced |
| Centerpoint Advisors, LLC | 7,793 | $356.0K | 0.17% | +585+8.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,750 | $354.0K | 0.04% | +7,750 | New |
| Claro Advisors LLC | 7,743 | $353.9K | 0.12% | +1,069+16.0% | Added |
| Dorsey & Whitney Trust CO LLC | 7,718 | $352.8K | 0.03% | −4,679−37.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,711 | $352.5K | 0.05% | +400+5.5% | Added |
| Mayfair Advisory Group, LLC | 7,650 | $351.8K | 0.45% | +43+0.6% | Added |
| Evoke Wealth, LLC | 7,509 | $349.8K | 0.01% | +455+6.5% | Added |
| Strategic Blueprint, LLC | 7,653 | $349.8K | 0.04% | +598+8.5% | Added |
| AlphaStar Capital Management, LLC | 7,650 | $349.7K | 0.04% | −495−6.1% | Reduced |
| Hamilton Capital, LLC | 7,643 | $349.4K | 0.02% | +7,643 | New |