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; 2,575 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 83,174 | $3.80M | 0.09% | +14,252+20.7% | Added |
| Coston, McIsaac & Partners | 81,938 | $3.75M | 1.46% | +5,949+7.8% | Added |
| Hosking Partners LLP | 81,787 | $3.74M | 0.15% | −24,954−23.4% | Reduced |
| Mechanics Bank Trust Department | 81,657 | $3.73M | 0.65% | −1,304−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 81,053 | $3.70M | 0.18% | +650+0.8% | Added |
| WBI Investments | 81,028 | $3.70M | 0.79% | +81,028 | New |
| CFM Wealth Partners LLC | 80,824 | $3.69M | 1.11% | −329−0.4% | Reduced |
| Viking Fund Management LLC | 80,000 | $3.66M | 0.73% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 78,732 | $3.63M | 0.26% | +11,040+16.3% | Added |
| Meitav Dash Investments Ltd | 78,846 | $3.62M | 0.06% | +242+0.3% | Added |
| Cresset Asset Management, LLC | 87,677 | $3.62M | 0.05% | −13,240−13.1% | Reduced |
| Cubist Systematic Strategies, LLC | 78,661 | $3.60M | 0.03% | −240,933−75.4% | Reduced |
| Dynamic Advisor Solutions LLC | 78,312 | $3.58M | 0.24% | +1,903+2.5% | Added |
| Brookstone Capital Management | 77,007 | $3.58M | 0.07% | +6,242+8.8% | Added |
| MAI Capital Management | 78,027 | $3.57M | 0.06% | +3,185+4.3% | Added |
| Stephens Inc | 77,694 | $3.55M | 0.07% | −1,871−2.4% | Reduced |
| Altrius Capital Management Inc | 77,498 | $3.54M | 1.11% | +8,826+12.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 77,350 | $3.54M | 0.39% | +238+0.3% | Added |
| Equitable Holdings, Inc. | 76,791 | $3.51M | 0.06% | −130.0% | Reduced |
| NEIRG Wealth Management, LLC | 76,750 | $3.51M | 0.66% | +6,568+9.4% | Added |
| Surience Private Wealth LLC | 75,759 | $3.46M | 4.60% | +75,759 | New |
| Freestone Capital Holdings, LLC | 75,755 | $3.46M | 0.16% | −19,646−20.6% | Reduced |
| Aua Capital Management, LLC | 75,724 | $3.46M | 2.35% | +35,693+89.2% | Added |
| Veritable, L.P. | 75,626 | $3.46M | 0.06% | +10,542+16.2% | Added |
| Federated Hermes, Inc. | 75,157 | $3.44M | 0.01% | −192,603−71.9% | Reduced |
| Heritage Investors Management Corp | 74,416 | $3.40M | 0.16% | −343−0.5% | Reduced |
| Sepio Capital, LP | 73,861 | $3.38M | 0.29% | −2,284−3.0% | Reduced |
| Formidable Asset Management, LLC | 73,851 | $3.38M | 0.76% | +601+0.8% | Added |
| Heritage Trust Co | 73,851 | $3.38M | 0.55% | −984−1.3% | Reduced |
| Clark Estates Inc | 73,800 | $3.37M | 0.70% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 73,322 | $3.35M | 0.95% | −155−0.2% | Reduced |
| Kinloch Capital, LLC | 73,204 | $3.35M | 1.95% | +2,379+3.4% | Added |
| Global Retirement Partners, LLC | 73,097 | $3.34M | 0.23% | +2,741+3.9% | Added |
| Cornerstone Wealth Group, LLC | 72,769 | $3.33M | 0.63% | +1,680+2.4% | Added |
| Meyer Handelman Co | 72,682 | $3.32M | 0.14% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 72,538 | $3.32M | 0.46% | +582+0.8% | Added |
| GWM Advisors LLC | 157,266 | $3.31M | 0.09% | +16,632+11.8% | Added |
| Avantax Planning Partners, Inc. | 72,240 | $3.30M | 0.13% | −1,274−1.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 72,089 | $3.30M | 0.08% | 00.0% | Unchanged |
| Lavaca Capital LLC | 70,932 | $3.28M | 1.30% | −427−0.6% | Reduced |
| Allstate Corp | 71,111 | $3.25M | 0.10% | +1,128+1.6% | Added |
| Allstate Investment Management Co | 71,111 | $3.25M | 0.10% | +71,111 | New |
| Community Bank & Trust, Waco, Texas | 70,619 | $3.23M | 1.05% | −544−0.8% | Reduced |
| International Assets Investment Management, LLC | 1,146,062 | $3.23M | 0.33% | +1,124,527+5,221.9% | Added |
| Hollencrest Capital Management | 70,201 | $3.21M | 0.40% | −2,199−3.0% | Reduced |
| Bridges Investment Management Inc | 69,534 | $3.18M | 0.12% | −800−1.1% | Reduced |
| Glenview Trust Co | 69,405 | $3.17M | 0.11% | +1,002+1.5% | Added |
| Johnson Investment Counsel Inc | 69,125 | $3.16M | 0.04% | −1,298−1.8% | Reduced |
| ETF Managers Group, LLC | 68,933 | $3.15M | 0.15% | +80+0.1% | Added |
| Pekin Hardy Strauss, Inc. | 68,929 | $3.15M | 0.50% | −3,542−4.9% | Reduced |
| Raymond James Trust N.A. | 68,906 | $3.15M | 0.11% | −824−1.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 77,267 | $3.12M | 0.34% | +43,250+127.1% | Added |
| Arnhold LLC | 67,695 | $3.09M | 0.38% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 67,192 | $3.07M | 1.27% | +605+0.9% | Added |
| Associated Banc-Corp | 67,157 | $3.07M | 0.13% | −1,022−1.5% | Reduced |
| Oxbow Advisors, LLC | 66,568 | $3.04M | 0.57% | −5,493−7.6% | Reduced |
| Heritage Wealth Advisors | 66,058 | $3.02M | 0.17% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 65,947 | $3.01M | 0.19% | +8,238+14.3% | Added |
| Bronte Capital Management Pty Ltd. | 65,483 | $2.99M | 0.38% | −135,048−67.3% | Reduced |
| First National Trust Co | 65,267 | $2.98M | 0.16% | +2,057+3.3% | Added |
| JustInvest LLC | 65,168 | $2.98M | 0.12% | +3,793+6.2% | Added |
| Bryn Mawr Trust Co | 64,998 | $2.97M | 0.13% | −3,020−4.4% | Reduced |
| Man Group plc | 64,953 | $2.97M | 0.01% | +54,869+544.1% | Added |
| Hunter Associates Investment Management LLC | 64,779 | $2.96M | 0.71% | −759−1.2% | Reduced |
| Park Circle Co | 64,750 | $2.96M | 2.89% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 64,557 | $2.95M | 0.13% | −3,619−5.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 64,536 | $2.95M | 0.26% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 64,535 | $2.95M | 0.34% | +32,653+102.4% | Added |
| Wintrust Investments LLC | 64,282 | $2.94M | 0.38% | +6,563+11.4% | Added |
| Haverford Trust Co | 64,243 | $2.94M | 0.04% | −1,130−1.7% | Reduced |
| Financial Counselors Inc | 64,221 | $2.94M | 0.07% | −174−0.3% | Reduced |
| Cornercap Investment Counsel Inc | 64,213 | $2.94M | 0.51% | −2,562−3.8% | Reduced |
| Capital Square, LLC | 64,188 | $2.93M | 2.65% | +1,133+1.8% | Added |
| Penserra Capital Management LLC | 64,219 | $2.93M | 0.06% | +64,219 | New |
| ICICI Prudential Asset Management Co Ltd | 63,900 | $2.92M | 0.45% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 63,488 | $2.90M | 2.58% | +28,242+80.1% | Added |
| Symmetry Partners, LLC | 63,498 | $2.90M | 0.17% | +46,924+283.1% | Added |
| Apollon Wealth Management, LLC | 63,377 | $2.90M | 0.21% | +15,828+33.3% | Added |
| United Capital Financial Advisers, LLC | 63,374 | $2.90M | 0.02% | −9,663−13.2% | Reduced |
| Level Four Advisory Services, LLC | 63,087 | $2.88M | 0.21% | +37,127+143.0% | Added |
| TD Waterhouse Canada Inc. | 59,257 | $2.87M | 0.03% | +1,848+3.2% | Added |
| Holocene Advisors, LP | 62,593 | $2.86M | 0.02% | −126,868−67.0% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 61,882 | $2.83M | 2.34% | +61,882 | New |
| HBK Sorce Advisory LLC | 60,824 | $2.78M | 0.07% | +30,435+100.2% | Added |
| DFPG Investments, LLC | 60,576 | $2.78M | 0.46% | +60,576 | New |
| Lowe Brockenbrough & Co Inc | 59,368 | $2.76M | 0.24% | +5,507+10.2% | Added |
| Marcum Wealth, LLC | 60,031 | $2.74M | 0.36% | −1,396−2.3% | Reduced |
| Verus Financial Partners, Inc. | 60,647 | $2.73M | 0.38% | −287−0.5% | Reduced |
| Tiaa, FSB | 59,737 | $2.73M | 0.01% | −2,273−3.7% | Reduced |
| Hancock Whitney Corp | 59,046 | $2.70M | 0.10% | +23,888+67.9% | Added |
| Great Lakes Advisors, LLC | 58,859 | $2.69M | 0.15% | +3,048+5.5% | Added |
| Argent Trust Co | 58,628 | $2.68M | 0.18% | +4,554+8.4% | Added |
| Whittier Trust Co of Nevada Inc | 58,464 | $2.67M | 0.11% | −755−1.3% | Reduced |
| Ancora Advisors, LLC | 58,300 | $2.67M | 0.08% | +893+1.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 57,639 | $2.63M | 0.39% | +57,639 | New |
| Williams Jones Wealth Management, LLC. | 57,587 | $2.63M | 0.04% | −935−1.6% | Reduced |
| Allworth Financial LP | 57,499 | $2.63M | 0.03% | −1,008−1.7% | Reduced |
| TD Private Client Wealth LLC | 57,363 | $2.62M | 0.12% | −7,231−11.2% | Reduced |
| SeaCrest Wealth Management, LLC | 57,356 | $2.62M | 0.38% | +2,749+5.0% | Added |
| Stonegate Investment Group, LLC | 57,249 | $2.62M | 0.11% | −4,126−6.7% | Reduced |