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 |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 5,302 | $242.3K | 0.21% | +30+0.6% | Added |
| LJI Wealth Management, LLC | 5,300 | $242.3K | 0.08% | +5,300 | New |
| Morris Financial Concepts, Inc. | 5,294 | $242.0K | 0.20% | +5,294 | New |
| Nadler Financial Group, Inc. | 5,278 | $241.2K | 0.04% | +11+0.2% | Added |
| Magnus Financial Group LLC | 5,272 | $241.0K | 0.04% | +49+0.9% | Added |
| 626 Financial, LLC | 5,255 | $240.2K | 0.17% | +160+3.1% | Added |
| GSB Wealth Management, LLC | 5,240 | $239.5K | 0.09% | −5,500−51.2% | Reduced |
| 9258 Wealth Management, LLC | 5,239 | $239.5K | 0.05% | +3+0.1% | Added |
| BDO Wealth Advisors, LLC | 5,230 | $239.1K | 0.03% | +145+2.9% | Added |
| Abbrea Capital, LLC | 5,101 | $238.4K | 0.04% | −499−8.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,220 | $238.0K | 0.01% | +5,220 | New |
| AXS Investments LLC | 5,203 | $237.8K | 0.08% | −680−11.6% | Reduced |
| Chiron Capital Management, LLC | 5,201 | $237.7K | 0.17% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 5,200 | $237.7K | 0.17% | −781−13.1% | Reduced |
| Waddell & Associates, LLC | 5,182 | $236.9K | 0.04% | +5,182 | New |
| Apeiron RIA LLC | 5,159 | $235.8K | 0.09% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 5,138 | $235.0K | 0.86% | −235−4.4% | Reduced |
| Resonant Capital Advisors, LLC | 5,010 | $233.7K | 0.03% | +153+3.2% | Added |
| Gries Financial LLC | 5,105 | $233.0K | 0.08% | +100+2.0% | Added |
| Community Bank, N.A. | 5,096 | $232.9K | 0.03% | −1,067−17.3% | Reduced |
| Bluesphere Advisors, LLC | 5,093 | $232.8K | 0.21% | +50+1.0% | Added |
| Atlas Private Wealth Management | 5,088 | $232.6K | 0.11% | +5,088 | New |
| Carson Advisory Inc. | 5,087 | $232.5K | 0.22% | +3+0.1% | Added |
| Breakwater Capital Group | 5,080 | $232.2K | 0.12% | +5,080 | New |
| Corrigan Financial, Inc. | 5,077 | $232.1K | 0.08% | −19−0.4% | Reduced |
| Capital Investment Counsel, Inc | 5,076 | $232.0K | 0.05% | +5,076 | New |
| Resources Management Corp | 5,078 | $232.0K | 0.04% | −600−10.6% | Reduced |
| Benjamin Edwards Inc | 5,073 | $232.0K | 0.06% | +277+5.8% | Added |
| Alera Investment Advisors, LLC | 5,060 | $231.3K | 0.05% | +5,060 | New |
| Fort Pitt Capital Group, LLC | 5,057 | $231.2K | 0.01% | +5,057 | New |
| Prostatis Group LLC | 5,057 | $231.1K | 0.14% | +5,057 | New |
| Well Done, LLC | 5,043 | $230.5K | 0.05% | +33+0.7% | Added |
| Axim Planning & Wealth | 5,040 | $230.4K | 0.24% | +3,940+358.2% | Added |
| Cape Cod Five Cents Savings Bank | 5,036 | $230.2K | 0.03% | −635−11.2% | Reduced |
| Mark Stevens | 5,046 | $230.0K | 0.03% | −181−3.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 5,031 | $230.0K | 0.07% | +5,031 | New |
| Mairs & Power Inc | 5,030 | $229.9K | 0.00% | +3+0.1% | Added |
| Manchester Capital Management LLC | 5,025 | $229.7K | 0.03% | −4,106−45.0% | Reduced |
| MBA Advisors LLC | 5,023 | $229.6K | 0.15% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 5,013 | $229.2K | 0.03% | −20,561−80.4% | Reduced |
| Alta Advisers Ltd | 5,000 | $229.0K | 0.14% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 4,992 | $228.2K | 0.23% | 00.0% | Unchanged |
| Day & Ennis, LLC | 4,978 | $227.6K | 0.09% | +4,978 | New |
| Robertson Stephens Wealth Management, LLC | 4,877 | $227.5K | 0.02% | −73−1.5% | Reduced |
| Element Wealth, LLC | 4,973 | $227.3K | 0.19% | −269−5.1% | Reduced |
| Apexium Financial, LP | 4,966 | $227.0K | 0.02% | +4,966 | New |
| Red Door Wealth Management, LLC | 4,962 | $226.8K | 0.07% | −9,300−65.2% | Reduced |
| SevenBridge Financial Group, LLC | 4,958 | $226.6K | 0.07% | +4,958 | New |
| Country Club Bank | 4,941 | $225.9K | 0.02% | +4,941 | New |
| Harbor Investment Advisory, LLC | 4,936 | $225.6K | 0.04% | +41+0.8% | Added |
| Virginia Wealth Management Group, Inc. | 4,918 | $224.8K | 0.16% | +4,918 | New |
| Beacon Investment Advisory Services, Inc. | 4,917 | $224.8K | 0.01% | +4,917 | New |
| BLB&B Advisors, LLC | 4,908 | $224.3K | 0.02% | +4,908 | New |
| Ingalls & Snyder LLC | 4,874 | $223.0K | 0.01% | −661−11.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,870 | $223.0K | 0.15% | +515+11.8% | Added |
| CRA Financial Services, LLC | 4,876 | $222.9K | 0.07% | −673−12.1% | Reduced |
| High Net Worth Advisory Group LLC | 4,874 | $222.8K | 0.09% | +225+4.8% | Added |
| Horizon Bancorp Inc | 4,855 | $222.0K | 0.13% | +4,855 | New |
| Sonata Capital Group Inc | 4,864 | $222.0K | 0.12% | +4,864 | New |
| Journey Strategic Wealth LLC | 4,846 | $221.5K | 0.03% | +4,846 | New |
| Mather Group, LLC. | 4,829 | $220.7K | 0.00% | −185−3.7% | Reduced |
| Mezzasalma Advisors, LLC | 4,811 | $219.9K | 0.19% | −200−4.0% | Reduced |
| Atwood & Palmer Inc | 4,808 | $219.8K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,800 | $219.4K | 0.05% | +4,800 | New |
| Fragasso Group Inc. | 4,796 | $219.2K | 0.03% | +4,796 | New |
| Detalus Advisors, LLC | 4,792 | $219.1K | 0.11% | +4,792 | New |
| Horizon Investment Services, LLC | 4,791 | $219.0K | 0.16% | −393−7.6% | Reduced |
| Amica Retiree Medical Trust | 4,791 | $219.0K | 0.28% | −2,036−29.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,782 | $219.0K | 0.00% | −144−2.9% | Reduced |
| Family Firm, Inc. | 4,770 | $218.0K | 0.06% | +4,770 | New |
| Vestor Capital, LLC | 4,769 | $218.0K | 0.03% | +339+7.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 4,753 | $217.3K | 0.02% | +4,753 | New |
| Smith, Salley & Associates | 4,722 | $215.8K | 0.02% | +4,722 | New |
| Pension & Wealth Management Advisors, Inc. | 4,719 | $215.7K | 0.18% | +4,719 | New |
| William Allan, LLC | 4,700 | $214.8K | 0.18% | +4,700 | New |
| Meiji Yasuda Life Insurance Co | 4,682 | $214.0K | 0.00% | +4,682 | New |
| NinePointTwo Capital | 4,682 | $214.0K | 0.09% | +4,682 | New |
| Advisor OS, LLC | 4,681 | $214.0K | 0.06% | +4,681 | New |
| Barry Investment Advisors, LLC | 4,674 | $213.6K | 0.07% | −1,277−21.5% | Reduced |
| Mechanics Financial Corp | 4,665 | $213.0K | 0.13% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 4,643 | $212.2K | 0.03% | +4,643 | New |
| SignalPoint Asset Management, LLC | 4,640 | $212.0K | 0.07% | +4,640 | New |
| Weaver Consulting Group | 4,623 | $211.3K | 0.11% | +4,623 | New |
| Davis R M Inc | 4,611 | $211.0K | 0.01% | −1,957−29.8% | Reduced |
| Baker Boyer National Bank | 4,615 | $210.9K | 0.09% | +4,615 | New |
| Elmwood Wealth Management, Inc. | 4,597 | $210.1K | 0.11% | +4,597 | New |
| Clear Creek Financial Management, LLC | 4,595 | $210.0K | 0.05% | −2,199−32.4% | Reduced |
| Pacific Sun Financial Corp | 4,595 | $210.0K | 0.15% | +4,595 | New |
| Garde Capital, Inc. | 4,592 | $210.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,587 | $209.7K | 0.02% | +74+1.6% | Added |
| Act Wealth Management, LLC | 4,587 | $209.7K | 0.13% | +4,587 | New |
| German American Bancorp, Inc. | 4,574 | $209.1K | 0.03% | +4,574 | New |
| Sculati Wealth Management, LLC | 4,573 | $209.0K | 0.12% | −1,299−22.1% | Reduced |
| Next Capital Management LLC | 4,576 | $209.0K | 0.11% | +4,576 | New |
| Sutton Wealth Advisors Inc. | 4,568 | $208.8K | 0.08% | +62+1.4% | Added |
| Cedrus LLC | 4,551 | $208.0K | 0.17% | +4,551 | New |
| Centurion Wealth Management LLC | 4,550 | $208.0K | 0.12% | +4,550 | New |
| Angeles Wealth Management, LLC | 4,549 | $207.9K | 0.04% | +4,549 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,502 | $205.8K | 0.08% | +4,502 | New |
| Diligent Investors, LLC | 4,493 | $205.4K | 0.07% | +4,493 | New |