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 |
|---|---|---|---|---|---|
| Seeyond | 57,104 | $2.61M | 0.25% | +1,786+3.2% | Added |
| Stratos Wealth Partners, LTD. | 56,862 | $2.60M | 0.07% | −1,409−2.4% | Reduced |
| Dana Investment Advisors, Inc. | 56,442 | $2.58M | 0.14% | −337−0.6% | Reduced |
| Ci Investments Inc. | 55,890 | $2.56M | 0.01% | −58,743−51.2% | Reduced |
| Deltec Asset Management LLC | 55,862 | $2.55M | 0.73% | −75−0.1% | Reduced |
| Edgar Lomax Co | 55,640 | $2.54M | 0.15% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 55,219 | $2.52M | 0.06% | −45−0.1% | Reduced |
| Investmark Advisory Group LLC | 55,121 | $2.52M | 1.87% | +2,786+5.3% | Added |
| Capital Investment Advisory Services, LLC | 53,739 | $2.46M | 0.29% | +1,203+2.3% | Added |
| Fred Alger Management, LLC | 53,513 | $2.45M | 0.01% | +3,479+7.0% | Added |
| Ameritas Advisory Services, LLC | 53,432 | $2.44M | 0.11% | +11,428+27.2% | Added |
| Winning Points Advisors, LLC | 53,388 | $2.44M | 3.11% | −303−0.6% | Reduced |
| Parthenon LLC | 53,295 | $2.44M | 0.40% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 53,217 | $2.43M | 0.38% | +11,270+26.9% | Added |
| Wright Investors Service Inc | 52,938 | $2.42M | 0.69% | +69+0.1% | Added |
| First Heartland Consultants, Inc. | 52,937 | $2.42M | 0.39% | −13,682−20.5% | Reduced |
| Ritholtz Wealth Management | 52,413 | $2.40M | 0.13% | −2,947−5.3% | Reduced |
| Roundview Capital LLC | 52,409 | $2.40M | 0.27% | +73+0.1% | Added |
| Salem Investment Counselors Inc | 51,537 | $2.40M | 0.10% | −203−0.4% | Reduced |
| Leelyn Smith, LLC | 52,076 | $2.38M | 0.65% | +6,744+14.9% | Added |
| Clearstead Advisors, LLC | 51,719 | $2.36M | 0.19% | −310−0.6% | Reduced |
| Private Advisor Group, LLC | 158,499 | $2.36M | 0.12% | −3,773−2.3% | Reduced |
| Cohen Klingenstein LLC | 51,479 | $2.35M | 0.12% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 49,991 | $2.29M | 0.24% | +10,558+26.8% | Added |
| X-Square Capital, LLC | 49,553 | $2.27M | 1.29% | +505+1.0% | Added |
| ProVise Management Group, LLC | 49,504 | $2.26M | 0.23% | −749−1.5% | Reduced |
| Verdence Capital Advisors LLC | 49,299 | $2.25M | 0.28% | +224+0.5% | Added |
| CSS LLC | 49,000 | $2.24M | 0.15% | −8,000−14.0% | Reduced |
| Prospera Financial Services Inc | 48,759 | $2.23M | 0.11% | +4,654+10.6% | Added |
| South State Corp. | 48,388 | $2.21M | 0.20% | −7,627−13.6% | Reduced |
| Koshinski Asset Management, Inc. | 48,301 | $2.21M | 0.21% | +2,000+4.3% | Added |
| Ferguson Wellman Capital Management, Inc | 48,197 | $2.20M | 0.06% | +17,288+55.9% | Added |
| Silvercrest Asset Management Group LLC | 47,450 | $2.17M | 0.02% | +1,502+3.3% | Added |
| Affinity Investment Advisors, LLC | 47,320 | $2.16M | 0.99% | +2,240+5.0% | Added |
| Confluence Wealth Services, Inc. | 47,288 | $2.16M | 0.56% | +12,383+35.5% | Added |
| HM Payson & Co | 47,282 | $2.16M | 0.05% | −1,034−2.1% | Reduced |
| Waters Parkerson & Co., LLC | 47,226 | $2.16M | 0.13% | −967−2.0% | Reduced |
| Founders Financial Alliance, LLC | 47,221 | $2.16M | 0.99% | −90−0.2% | Reduced |
| Buckhead Capital Management LLC | 47,034 | $2.15M | 0.52% | −3,055−6.1% | Reduced |
| HB Wealth Management, LLC | 46,815 | $2.14M | 0.04% | −292−0.6% | Reduced |
| Financial Partners Capital Management LLC | 46,568 | $2.13M | 0.47% | −1,720−3.6% | Reduced |
| Spreng Capital Management, Inc. | 46,285 | $2.12M | 1.83% | +2,558+5.8% | Added |
| Hartford Financial Management Inc. | 46,149 | $2.11M | 0.56% | −620−1.3% | Reduced |
| Pitcairn Co | 46,139 | $2.11M | 0.21% | +3,275+7.6% | Added |
| Financial Partners Group, LLC | 45,861 | $2.10M | 1.24% | +45,861 | New |
| Federation des caisses Desjardins du Quebec | 45,748 | $2.09M | 0.02% | −55,351−54.7% | Reduced |
| Aviance Capital Partners, LLC | 45,585 | $2.08M | 0.49% | −10,246−18.4% | Reduced |
| Doliver Advisors, LP | 45,475 | $2.08M | 0.68% | −289−0.6% | Reduced |
| Trust Co of Vermont | 45,416 | $2.08M | 0.15% | −1,387−3.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 45,344 | $2.07M | 0.51% | +2,002+4.6% | Added |
| Tyler-Stone Wealth Management | 45,235 | $2.07M | 1.41% | +110.0% | Added |
| NBT Bank N A | 44,971 | $2.06M | 0.30% | 00.0% | Unchanged |
| North Star Asset Management Inc | 44,948 | $2.05M | 0.13% | −75−0.2% | Reduced |
| Stoneridge Investment Partners LLC | 44,553 | $2.04M | 1.12% | +44,553 | New |
| Beverly Hills Private Wealth, LLC | 44,467 | $2.03M | 0.89% | +44,467 | New |
| OmniStar Financial Group, Inc. | 44,325 | $2.03M | 2.30% | +1,201+2.8% | Added |
| Fisher Asset Management, LLC | 44,259 | $2.02M | 0.00% | −813−1.8% | Reduced |
| Meixler Investment Management, Ltd. | 43,996 | $2.01M | 2.02% | +2,550+6.2% | Added |
| Hilltop Holdings Inc. | 43,658 | $2.00M | 0.26% | −934−2.1% | Reduced |
| Proequities, Inc. | 42,517 | $1.98M | 0.16% | +42,517 | New |
| Balentine LLC | 43,366 | $1.98M | 0.07% | +19,305+80.2% | Added |
| Simmons Bank | 43,244 | $1.98M | 0.17% | +1,298+3.1% | Added |
| Independence Bank of Kentucky | 43,206 | $1.98M | 0.89% | −200−0.5% | Reduced |
| World Equity Group, Inc. | 43,204 | $1.97M | 0.47% | +3,301+8.3% | Added |
| Vestcor Inc | 42,720 | $1.95M | 0.07% | +62+0.1% | Added |
| Ellenbecker Investment Group | 42,620 | $1.95M | 0.58% | +185+0.4% | Added |
| Hayek Kallen Investment Management | 42,472 | $1.94M | 0.89% | −1,015−2.3% | Reduced |
| Moody National Bank Trust Division | 42,124 | $1.93M | 0.17% | +100.0% | Added |
| Financial Sense Advisors, Inc. | 42,106 | $1.92M | 0.80% | +6,776+19.2% | Added |
| Green Square Capital Advisors LLC | 41,166 | $1.88M | 0.27% | −503−1.2% | Reduced |
| Tudor Investment Corp Et Al | 41,158 | $1.88M | 0.05% | +41,158 | New |
| Crawford Investment Counsel Inc | 41,118 | $1.88M | 0.04% | −315,622−88.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 41,116 | $1.88M | 0.12% | +9,127+28.5% | Added |
| Pensionfund Sabic | 41,000 | $1.87M | 0.61% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 40,805 | $1.86M | 1.65% | +2,590+6.8% | Added |
| Redwood Investment Management, LLC | 40,733 | $1.86M | 0.25% | +40,733 | New |
| Ieq Capital, LLC | 40,606 | $1.86M | 0.05% | +4,121+11.3% | Added |
| Valeo Financial Advisors, LLC | 40,432 | $1.85M | 0.10% | −2,506−5.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 40,400 | $1.85M | 0.03% | −470−1.1% | Reduced |
| Greenleaf Trust | 40,278 | $1.84M | 0.02% | −1,588−3.8% | Reduced |
| WealthPlan Investment Management, LLC | 38,402 | $1.84M | 0.13% | −3,012−7.3% | Reduced |
| Investors Asset Management of Georgia Inc | 40,186 | $1.84M | 0.96% | +300+0.8% | Added |
| First Foundation Advisors | 40,028 | $1.83M | 0.09% | −36,766−47.9% | Reduced |
| Maxi Investments CY Ltd | 40,000 | $1.83M | 1.73% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 39,899 | $1.82M | 0.23% | −17,000−29.9% | Reduced |
| Geneos Wealth Management Inc. | 39,871 | $1.82M | 0.11% | +1,483+3.9% | Added |
| WealthPLAN Partners, LLC | 38,402 | $1.82M | 0.13% | +38,402 | New |
| Coldstream Capital Management Inc | 39,789 | $1.82M | 0.07% | +39,789 | New |
| Welch Group, LLC | 39,566 | $1.81M | 0.10% | −49−0.1% | Reduced |
| Nations Financial Group Inc, | 39,425 | $1.80M | 0.20% | +2,069+5.5% | Added |
| Horizon Kinetics Asset Management LLC | 39,232 | $1.79M | 0.03% | −1,041−2.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 39,198 | $1.79M | 0.08% | −1,534−3.8% | Reduced |
| BBR Partners, LLC | 39,143 | $1.79M | 0.20% | +58+0.1% | Added |
| Hohimer Wealth Management, LLC | 39,102 | $1.79M | 0.57% | −877−2.2% | Reduced |
| Private Trust Co NA | 38,923 | $1.78M | 0.26% | +120.0% | Added |
| Means Investment Co., Inc. | 38,882 | $1.78M | 0.36% | +203+0.5% | Added |
| Howard Capital Management Group, LLC | 38,569 | $1.76M | 0.21% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 38,547 | $1.76M | 0.45% | −867−2.2% | Reduced |
| CoreCap Advisors, LLC | 38,469 | $1.76M | 0.13% | +5,044+15.1% | Added |
| Tower Research Capital LLC (TRC) | 38,358 | $1.75M | 0.07% | −87,901−69.6% | Reduced |