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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 6,272 | $286.7K | 0.04% | +355+6.0% | Added |
| Smithfield Trust Co | 6,250 | $286.0K | 0.02% | −244−3.8% | Reduced |
| TCG Advisory Services, LLC | 6,253 | $285.8K | 0.11% | +568+10.0% | Added |
| Balboa Wealth Partners | 6,247 | $285.5K | 0.13% | +363+6.2% | Added |
| Souders Financial Advisors | 6,243 | $285.4K | 0.07% | +615+10.9% | Added |
| WealthTrust Axiom LLC | 6,241 | $285.3K | 0.10% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 6,240 | $285.2K | 0.10% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 6,238 | $285.1K | 0.16% | +6,238 | New |
| Gibson Wealth Advisors LLC | 6,300 | $285.0K | 0.01% | +6,200+6,200.0% | Added |
| Yarger Wealth Strategies, LLC | 6,231 | $284.8K | 0.35% | +134+2.2% | Added |
| JB Capital LLC | 6,225 | $284.5K | 0.03% | −110−1.7% | Reduced |
| Perfromance Wealth Partners, LLC | 6,214 | $284.0K | 0.02% | −169−2.6% | Reduced |
| Nicolet Bankshares Inc | 6,208 | $283.8K | 0.10% | +16+0.3% | Added |
| Infrastructure Capital Advisors, LLC | 6,202 | $283.5K | 0.06% | +6,202 | New |
| Keystone Financial Group | 6,201 | $283.5K | 0.06% | −408−6.2% | Reduced |
| Benedetti & Gucer, Inc. | 6,183 | $283.0K | 0.21% | +836+15.6% | Added |
| Northeast Financial Group, Inc. | 6,189 | $282.9K | 0.22% | +119+2.0% | Added |
| Toth Financial Advisory Corp | 6,184 | $282.7K | 0.05% | −74−1.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,167 | $281.9K | 0.15% | +6,167 | New |
| Ervin Investment Management, LLC | 6,150 | $281.1K | 0.26% | −250−3.9% | Reduced |
| Center for Financial Planning, Inc. | 6,149 | $281.1K | 0.07% | 00.0% | Unchanged |
| First Citizens Financial Corp | 6,143 | $281.0K | 0.24% | +350+6.0% | Added |
| Trustco Bank Corp N Y | 6,139 | $280.6K | 0.31% | +686+12.6% | Added |
| Clarus Group, Inc. | 6,126 | $280.0K | 0.25% | +12+0.2% | Added |
| Keeley-Teton Advisors, LLC | 6,120 | $279.7K | 0.03% | −900−12.8% | Reduced |
| Summit Wealth Partners, LLC | 6,113 | $279.4K | 0.07% | +14+0.2% | Added |
| Beck Mack & Oliver LLC | 6,103 | $279.0K | 0.01% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 6,096 | $278.6K | 0.17% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6,089 | $278.3K | 0.04% | +6,089 | New |
| Silvant Capital Management LLC | 5,966 | $278.3K | 0.02% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 6,088 | $278.3K | 0.20% | −196−3.1% | Reduced |
| Defender Capital, LLC. | 6,086 | $278.2K | 0.11% | 00.0% | Unchanged |
| Krilogy Financial LLC | 6,074 | $277.6K | 0.03% | −642−9.6% | Reduced |
| Affinity Capital Advisors, LLC | 6,066 | $277.3K | 0.10% | +21+0.3% | Added |
| Centiva Capital, LP | 6,050 | $276.5K | 0.02% | −26,350−81.3% | Reduced |
| Greatmark Investment Partners, Inc. | 6,036 | $275.9K | 0.05% | −1,500−19.9% | Reduced |
| Colonial Trust Advisors | 6,014 | $274.9K | 0.03% | +192+3.3% | Added |
| Hemenway Trust Co LLC | 5,990 | $273.8K | 0.03% | 00.0% | Unchanged |
| 1st Source Bank | 5,987 | $273.7K | 0.02% | −360−5.7% | Reduced |
| Kolinsky Wealth Management, LLC | 5,976 | $273.0K | 0.31% | +219+3.8% | Added |
| WealthShield Partners, LLC | 5,843 | $272.6K | 0.05% | −186−3.1% | Reduced |
| Fort Point Capital Partners LLC | 5,957 | $272.3K | 0.05% | −3,390−36.3% | Reduced |
| Jeppson Wealth Management, LLC | 5,950 | $272.0K | 0.11% | −100−1.7% | Reduced |
| Pure Financial Advisors, Inc. | 5,937 | $271.4K | 0.01% | +98+1.7% | Added |
| Journey Advisory Group, LLC | 5,936 | $271.3K | 0.07% | −990−14.3% | Reduced |
| KMG Fiduciary Partners, LLC | 5,919 | $270.5K | 0.04% | −3−0.1% | Reduced |
| Empowered Funds, LLC | 5,897 | $269.6K | 0.02% | +5,897 | New |
| Childress Capital Advisors, LLC | 5,896 | $269.5K | 0.09% | +5,896 | New |
| First United Bank Trust | 5,886 | $269.0K | 0.13% | 00.0% | Unchanged |
| Parkside Advisors LLC | 5,729 | $267.3K | 0.09% | +5,729 | New |
| Kornitzer Capital Management Inc | 5,841 | $267.0K | 0.01% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 5,838 | $266.9K | 0.43% | −100−1.7% | Reduced |
| Perennial Investment Advisors, LLC | 5,830 | $266.5K | 0.11% | +849+17.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,811 | $265.6K | 0.17% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 5,800 | $265.1K | 0.00% | −7,200−55.4% | Reduced |
| Wendell David Associates Inc | 5,800 | $265.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5,804 | $265.0K | 0.09% | 00.0% | Unchanged |
| Steward Financial Group LLC | 5,799 | $265.0K | 0.13% | +125+2.2% | Added |
| M. Kraus & Co | 5,786 | $264.5K | 0.10% | +5,786 | New |
| Aberdeen Wealth Management LLC | 5,785 | $264.4K | 0.20% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 5,777 | $264.1K | 0.16% | +5,777 | New |
| Carlson Capital Management | 5,767 | $263.6K | 0.02% | −176−3.0% | Reduced |
| Weatherly Asset Management L. P. | 5,651 | $263.6K | 0.04% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 5,735 | $262.1K | 0.24% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5,739 | $262.0K | 0.17% | −150−2.5% | Reduced |
| Sittner & Nelson, LLC | 5,712 | $261.1K | 0.16% | +742+14.9% | Added |
| Bremer Bank National Association | 5,705 | $261.0K | 0.05% | −89−1.5% | Reduced |
| STAR Financial Bank | 5,676 | $259.4K | 0.26% | +5,676 | New |
| Avaii Wealth Management, LLC | 5,667 | $259.1K | 0.23% | +5,667 | New |
| Monticello Wealth Management, LLC | 5,668 | $259.1K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,664 | $258.9K | 0.02% | +5,664 | New |
| Retirement Group, LLC | 5,601 | $258.0K | 0.13% | +4,452+387.5% | Added |
| Brandywine Oak Private Wealth LLC | 5,642 | $257.9K | 0.03% | +15+0.3% | Added |
| GYL Financial Synergies, LLC | 5,637 | $257.7K | 0.06% | +251+4.7% | Added |
| Thoroughbred Financial Services, LLC | 5,625 | $257.0K | 0.04% | +153+2.8% | Added |
| City Holding Co | 5,618 | $256.7K | 0.05% | −1,055−15.8% | Reduced |
| Bienville Capital Management, LLC | 5,500 | $256.6K | 0.10% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,571 | $254.7K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,406 | $252.2K | 0.05% | −7−0.1% | Reduced |
| Enterprise Financial Services Corp | 5,515 | $252.1K | 0.17% | −102−1.8% | Reduced |
| Smith Anglin Financial, LLC | 5,506 | $251.7K | 0.05% | −390−6.6% | Reduced |
| Dearborn Partners LLC | 5,495 | $251.2K | 0.01% | +5,495 | New |
| Zullo Investment Group, Inc. | 5,492 | $251.0K | 0.15% | +52+1.0% | Added |
| Gryphon Financial Partners LLC | 5,471 | $250.1K | 0.06% | +5,471 | New |
| TD Ameritrade Investment Management, LLC | 5,474 | $250.0K | 0.00% | −1,793−24.7% | Reduced |
| Fairfield, Bush & Co. | 5,440 | $248.7K | 0.16% | −54−1.0% | Reduced |
| Strategic Advisors LLC | 5,438 | $248.6K | 0.06% | +249+4.8% | Added |
| Kennedy Investment Group | 5,435 | $248.4K | 0.16% | +5,435 | New |
| Vaughan David Investments LLC | 5,419 | $248.0K | 0.01% | −732−11.9% | Reduced |
| Monument Capital Management | 5,410 | $247.3K | 0.08% | +66+1.2% | Added |
| Birch Hill Investment Advisors LLC | 5,400 | $246.8K | 0.02% | 00.0% | Unchanged |
| XR Securities LLC | 5,394 | $246.6K | 0.29% | +5,394 | New |
| RKL Wealth Management LLC | 5,393 | $246.5K | 0.03% | +183+3.5% | Added |
| Domani Wealth, LLC | 5,384 | $246.0K | 0.06% | +27+0.5% | Added |
| Howard Financial Services, Ltd. | 5,350 | $244.5K | 0.06% | +68+1.3% | Added |
| Cedar Brook Financial Partners, LLC | 5,338 | $244.0K | 0.07% | +5,338 | New |
| Courier Capital LLC | 5,337 | $244.0K | 0.03% | −50−0.9% | Reduced |
| Univest Financial Corp | 5,330 | $243.6K | 0.08% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,329 | $243.6K | 0.01% | +5,329 | New |
| Eubel Brady & Suttman Asset Management Inc | 5,308 | $243.0K | 0.04% | −94−1.7% | Reduced |