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 |
|---|---|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 7,635 | $349.0K | 0.12% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 7,616 | $348.0K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 7,452 | $347.7K | 0.17% | +7,452 | New |
| Family Management Corp | 7,603 | $347.5K | 0.08% | −64−0.8% | Reduced |
| Plancorp, LLC | 7,593 | $347.1K | 0.02% | +152+2.0% | Added |
| Berger Financial Group, Inc | 7,508 | $343.2K | 0.05% | −768−9.3% | Reduced |
| Capital Insight Partners, LLC | 7,485 | $342.1K | 0.09% | −115−1.5% | Reduced |
| Baxter Bros Inc | 7,468 | $341.0K | 0.06% | −150−2.0% | Reduced |
| Teamwork Financial Advisors, LLC | 7,449 | $340.5K | 0.07% | −505−6.3% | Reduced |
| Icon Wealth Advisors, LLC | 7,442 | $340.2K | 0.04% | −21−0.3% | Reduced |
| Requisite Capital Management, LLC | 7,253 | $338.4K | 0.11% | 00.0% | Unchanged |
| Monetary Management Group Inc | 7,400 | $338.3K | 0.11% | +1,774+31.5% | Added |
| First Financial Bank - Trust Division | 7,397 | $338.0K | 0.04% | −50−0.7% | Reduced |
| Charter Trust Co | 7,370 | $336.9K | 0.03% | −220−2.9% | Reduced |
| Access Financial Services, Inc. | 7,366 | $336.7K | 0.21% | 00.0% | Unchanged |
| SP Asset Management LLC | 7,356 | $336.2K | 0.05% | +7,356 | New |
| Hills Bank & Trust Co | 7,353 | $336.0K | 0.05% | −496−6.3% | Reduced |
| Donaldson Capital Management, LLC | 7,335 | $335.3K | 0.02% | +544+8.0% | Added |
| Tompkins Financial Corp | 7,312 | $334.0K | 0.05% | +175+2.5% | Added |
| Tandem Investment Advisors, Inc. | 7,317 | $334.0K | 0.02% | +363+5.2% | Added |
| Kenfarb & Co. | 7,300 | $333.6K | 0.30% | 00.0% | Unchanged |
| Regent Investment Management LLC | 7,265 | $332.0K | 0.09% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 7,245 | $331.2K | 0.24% | +390+5.7% | Added |
| Van Hulzen Asset Management, LLC | 7,244 | $331.0K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,231 | $330.5K | 0.13% | +25+0.3% | Added |
| Catalyst Financial Partners LLC | 7,227 | $330.3K | 0.17% | +7,227 | New |
| Ellerson Group Inc | 7,225 | $330.0K | 0.35% | +7,225 | New |
| HHM Wealth Advisors, LLC | 7,198 | $329.0K | 0.08% | −255−3.4% | Reduced |
| LGT Group Foundation | 7,168 | $327.6K | 0.01% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 7,163 | $327.4K | 0.20% | −332−4.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,156 | $327.0K | 0.15% | +7,156 | New |
| Eudaimonia Advisors LLC | 7,140 | $326.4K | 0.22% | −106−1.5% | Reduced |
| Community Trust & Investment Co | 7,130 | $325.9K | 0.03% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 7,055 | $322.5K | 0.13% | −347−4.7% | Reduced |
| Institute for Wealth Management, LLC. | 7,040 | $321.8K | 0.07% | +410+6.2% | Added |
| Coastline Trust Co | 7,025 | $321.1K | 0.05% | −5,400−43.5% | Reduced |
| D. Scott Neal, Inc. | 7,000 | $320.0K | 0.16% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6,992 | $319.6K | 0.05% | −554−7.3% | Reduced |
| IMS Capital Management | 6,978 | $319.0K | 0.20% | +6,978 | New |
| TSFG, LLC | 6,925 | $317.0K | 0.13% | +14+0.2% | Added |
| Proficio Capital Partners LLC | 6,935 | $317.0K | 0.06% | +1,228+21.5% | Added |
| Opal Wealth Advisors, LLC | 6,935 | $317.0K | 0.17% | +73+1.1% | Added |
| Kula Investments, LLC | 6,933 | $316.9K | 0.11% | +6,933 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,925 | $316.5K | 0.01% | −4−0.1% | Reduced |
| San Luis Wealth Advisors LLC | 6,914 | $316.0K | 0.29% | −10,457−60.2% | Reduced |
| Boenning & Scattergood, Inc. | 6,051 | $316.0K | 0.05% | −1,163−16.1% | Reduced |
| HC Advisors, LLC | 6,909 | $315.8K | 0.22% | +6,909 | New |
| West Bancorporation Inc | 6,907 | $315.7K | 0.23% | −356−4.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,901 | $315.5K | 0.06% | −5,969−46.4% | Reduced |
| V Wealth Advisors LLC | 6,883 | $314.6K | 0.07% | −9,643−58.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,870 | $314.1K | 0.16% | +8+0.1% | Added |
| Fortis Capital Advisors, LLC | 6,865 | $313.8K | 0.19% | +6,865 | New |
| BCJ Capital Management, LLC | 6,857 | $313.4K | 0.03% | +966+16.4% | Added |
| Quantitative Investment Management, LLC | 6,844 | $312.0K | 0.06% | +6,844 | New |
| Arrow Financial Corp | 6,781 | $311.0K | 0.04% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 6,788 | $310.0K | 0.01% | +24+0.4% | Added |
| Mill Creek Capital Advisors, LLC | 6,771 | $309.5K | 0.01% | +6,771 | New |
| RFP Financial Group LLC | 6,769 | $309.4K | 0.14% | +6,769 | New |
| Regent Peak Wealth Advisors LLC | 6,611 | $308.4K | 0.10% | −459−6.5% | Reduced |
| Physicians Financial Services, Inc. | 6,729 | $308.0K | 0.14% | 00.0% | Unchanged |
| V2 Financial group LLC | 6,725 | $307.4K | 0.24% | −323−4.6% | Reduced |
| Buckingham Strategic Partners | 6,720 | $307.2K | 0.02% | −2,738−28.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,715 | $306.9K | 0.07% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 6,710 | $306.7K | 0.06% | −500−6.9% | Reduced |
| Peoples Financial Services Corp. | 6,697 | $306.1K | 0.14% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,703 | $306.0K | 0.00% | −347−4.9% | Reduced |
| Premier Asset Management LLC | 6,688 | $305.7K | 0.38% | +1,004+17.7% | Added |
| Beacon Capital Management, LLC | 6,687 | $305.7K | 0.10% | +4,582+217.7% | Added |
| Wambolt & Associates, LLC | 6,676 | $305.1K | 0.12% | −198−2.9% | Reduced |
| Jeereddi Investments, LP | 6,675 | $305.1K | 1.20% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 6,663 | $305.0K | 0.01% | +42+0.6% | Added |
| Ellis Investment Partners, LLC | 6,663 | $304.6K | 0.08% | −53−0.8% | Reduced |
| Connable Office Inc | 6,661 | $304.0K | 0.04% | +700+11.7% | Added |
| LeJeune Puetz Investment Counsel LLC | 6,636 | $303.3K | 0.11% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 6,622 | $302.7K | 0.25% | +6,622 | New |
| Ahrens Investment Partners LLC | 6,611 | $302.2K | 0.14% | +21+0.3% | Added |
| Guyasuta Investment Advisors Inc | 6,601 | $301.7K | 0.02% | −197−2.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,600 | $301.7K | 0.04% | +30.0% | Added |
| Financial Architects, Inc | 6,599 | $301.7K | 0.05% | +23+0.3% | Added |
| Cowa, LLC | 5,797 | $301.5K | 0.19% | −820−12.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,631 | $301.0K | 0.18% | +38+0.6% | Added |
| SFMG, LLC | 6,567 | $300.2K | 0.03% | +4+0.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $297.1K | 0.12% | 00.0% | Unchanged |
| Rockland Trust Co | 6,484 | $297.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6,475 | $296.0K | 0.06% | 00.0% | Unchanged |
| Choate Investment Advisors | 6,453 | $295.0K | 0.02% | +6,453 | New |
| Peak Financial Advisors LLC | 6,443 | $294.5K | 0.27% | −699−9.8% | Reduced |
| Northstar Group, Inc. | 6,434 | $294.1K | 0.08% | −200−3.0% | Reduced |
| Boston Common Asset Management, LLC | 6,436 | $294.0K | 0.01% | +141+2.2% | Added |
| Pinnacle Bancorp, Inc. | 6,414 | $293.0K | 0.11% | +100+1.6% | Added |
| Pacitti Group Inc. | 6,408 | $292.9K | 0.23% | −50−0.8% | Reduced |
| Group One Trading, L.P. | 6,404 | $292.7K | 0.01% | +6,404 | New |
| River Street Advisors LLC | 6,394 | $292.3K | 0.31% | +6,394 | New |
| Legacy Financial Advisors, Inc. | 6,372 | $291.2K | 0.06% | +6,372 | New |
| Oak Harbor Wealth Partners, LLC | 6,368 | $291.1K | 0.11% | +534+9.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 6,336 | $289.6K | 0.07% | +6,336 | New |
| Schrum Private Wealth Management LLC | 6,320 | $288.9K | 0.34% | 00.0% | Unchanged |
| JT Stratford LLC | 6,313 | $288.6K | 0.09% | +789+14.3% | Added |
| King Wealth | 6,303 | $288.0K | 0.07% | −100−1.6% | Reduced |
| Webster Bank, N. A. | 6,309 | $288.0K | 0.04% | 00.0% | Unchanged |