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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 38,236 | $1.75M | 0.03% | −67,468−63.8% | Reduced |
| Northeast Financial Consultants Inc | 38,222 | $1.75M | 0.12% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 38,188 | $1.75M | 0.37% | −1,314−3.3% | Reduced |
| Centaurus Financial, Inc. | 38,068 | $1.74M | 0.16% | +349+0.9% | Added |
| Independent Financial Group, LLC | 37,818 | $1.73M | 0.15% | −17,923−32.2% | Reduced |
| Richard Bernstein Advisors LLC | 37,528 | $1.72M | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 37,495 | $1.71M | 0.10% | +2,850+8.2% | Added |
| TrimTabs Asset Management, LLC | 37,495 | $1.71M | 1.12% | +15,369+69.5% | Added |
| Wetherby Asset Management Inc | 37,455 | $1.71M | 0.11% | +4,486+13.6% | Added |
| Washington Trust Bank | 37,470 | $1.71M | 0.19% | −398−1.1% | Reduced |
| Metis Global Partners, LLC | 37,286 | $1.70M | 0.15% | +10,539+39.4% | Added |
| Loudon Investment Management, LLC | 37,244 | $1.70M | 1.23% | −2,318−5.9% | Reduced |
| Pendal Group Limited | 37,223 | $1.70M | 0.01% | +23,627+173.8% | Added |
| IHT Wealth Management, LLC | 37,092 | $1.70M | 0.11% | −1,022−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 36,872 | $1.69M | 0.05% | +4,019+12.2% | Added |
| Bleakley Financial Group, LLC | 36,832 | $1.68M | 0.06% | +36,832 | New |
| NewEdge Wealth, LLC | 36,797 | $1.68M | 0.07% | +895+2.5% | Added |
| Mill Capital Management, LLC | 36,687 | $1.68M | 0.18% | −2,000−5.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 37,568 | $1.67M | 0.02% | −71,226−65.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 36,486 | $1.67M | 0.50% | −270−0.7% | Reduced |
| Bessemer Group Inc | 36,131 | $1.65M | 0.00% | −5,672−13.6% | Reduced |
| Weinberger Asset Management, Inc | 35,986 | $1.64M | 1.01% | +160.0% | Added |
| Poehling Capital Management, LLC | 35,932 | $1.64M | 0.61% | −73−0.2% | Reduced |
| Cantor Fitzgerald, L. P. | 35,924 | $1.64M | 0.04% | +27,587+330.9% | Added |
| Moors & Cabot, Inc. | 35,914 | $1.64M | 0.11% | −1,961−5.2% | Reduced |
| Caldwell Trust Co | 35,905 | $1.64M | 0.23% | −102−0.3% | Reduced |
| ICA Group Wealth Management, LLC | 35,899 | $1.64M | 0.38% | −9,789−21.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 35,860 | $1.64M | 0.50% | +1,644+4.8% | Added |
| FineMark National Bank & Trust | 35,800 | $1.64M | 0.07% | −6,095−14.5% | Reduced |
| Berkshire Asset Management LLC | 35,791 | $1.64M | 0.10% | −153−0.4% | Reduced |
| We Are One Seven, LLC | 35,703 | $1.63M | 0.16% | −1,190−3.2% | Reduced |
| Kavar Capital Partners Group, LLC | 35,697 | $1.63M | 0.38% | +55+0.2% | Added |
| Cullinan Associates Inc | 35,650 | $1.63M | 0.09% | +3,238+10.0% | Added |
| Pathstone Family Office, LLC | 65,073 | $1.63M | 0.03% | +33,600+106.8% | Added |
| Sunbelt Securities, Inc. | 35,634 | $1.63M | 0.32% | +150.0% | Added |
| Boston Private Wealth LLC | 35,602 | $1.63M | 0.02% | −191−0.5% | Reduced |
| Westpac Banking Corp | 35,558 | $1.63M | 0.02% | +19,749+124.9% | Added |
| Change Path, LLC | 35,345 | $1.62M | 0.09% | +4,778+15.6% | Added |
| Exencial Wealth Advisors, LLC | 34,943 | $1.60M | 0.09% | +16,576+90.2% | Added |
| Westwood Holdings Group Inc. | 34,696 | $1.59M | 0.01% | −10.0% | Reduced |
| Essex Financial Services, Inc. | 34,558 | $1.58M | 0.17% | −27−0.1% | Reduced |
| Verus Capital Partners, LLC | 34,543 | $1.58M | 0.30% | +4,860+16.4% | Added |
| Elevated Capital Advisors, LLC | 34,365 | $1.57M | 0.60% | +1,735+5.3% | Added |
| RSM US Wealth Management LLC | 34,036 | $1.56M | 0.08% | +915+2.8% | Added |
| Csenge Advisory Group | 34,022 | $1.56M | 0.12% | +3,231+10.5% | Added |
| Laurel Wealth Advisors, Inc. | 33,979 | $1.55M | 0.15% | +1,640+5.1% | Added |
| Private Portfolio Partners LLC | 33,958 | $1.55M | 0.41% | +3,975+13.3% | Added |
| Griffin Asset Management, Inc. | 33,925 | $1.55M | 0.23% | +2,791+9.0% | Added |
| Moloney Securities Asset Management, LLC | 33,841 | $1.55M | 0.34% | +1,418+4.4% | Added |
| First City Capital Management, Inc. | 33,824 | $1.55M | 0.93% | −1,442−4.1% | Reduced |
| Lee Danner & Bass Inc | 33,659 | $1.54M | 0.15% | −1,700−4.8% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 33,225 | $1.52M | 0.44% | +150+0.5% | Added |
| Bollard Group LLC | 33,204 | $1.52M | 0.06% | −7,084−17.6% | Reduced |
| Western Wealth Management, LLC | 32,934 | $1.51M | 0.15% | −19,488−37.2% | Reduced |
| Ziegler Capital Management, LLC | 32,858 | $1.50M | 0.06% | −368−1.1% | Reduced |
| Lynch & Associates | 32,836 | $1.50M | 0.39% | +920+2.9% | Added |
| Colony Group LLC | 32,617 | $1.49M | 0.02% | +8,550+35.5% | Added |
| Marino, Stram & Associates LLC | 32,387 | $1.48M | 0.47% | −102−0.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 32,198 | $1.47M | 0.61% | +32,198 | New |
| Valmark Advisers, Inc. | 32,017 | $1.46M | 0.03% | +1,403+4.6% | Added |
| Botty Investors LLC | 31,267 | $1.46M | 0.69% | +12,950+70.7% | Added |
| J.W. Cole Advisors, Inc. | 31,823 | $1.45M | 0.11% | −504−1.6% | Reduced |
| Flagship Harbor Advisors, LLC | 31,802 | $1.45M | 0.15% | +3,814+13.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 31,737 | $1.45M | 0.07% | +3,307+11.6% | Added |
| Delta Financial Group, Inc. | 31,090 | $1.45M | 0.64% | +31,090 | New |
| Verition Fund Management LLC | 31,515 | $1.44M | 0.03% | −4,773−13.2% | Reduced |
| Vontobel Holding Ltd. | 31,489 | $1.44M | 0.01% | −50,334−61.5% | Reduced |
| Pearl River Capital, LLC | 31,333 | $1.43M | 0.24% | +31,333 | New |
| Rothschild Investment Corp | 31,287 | $1.43M | 0.13% | +3,867+14.1% | Added |
| Capstone Investment Advisors, LLC | 31,152 | $1.42M | 0.04% | +535+1.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 31,121 | $1.42M | 1.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 31,070 | $1.42M | 0.17% | +6,945+28.8% | Added |
| Savant Capital, LLC | 34,063 | $1.42M | 0.03% | +4,450+15.0% | Added |
| Stolper Co | 30,921 | $1.41M | 0.62% | −5,660−15.5% | Reduced |
| Fulton Bank, N.A. | 30,870 | $1.41M | 0.08% | −2,742−8.2% | Reduced |
| Stratos Wealth Advisors, LLC | 30,839 | $1.41M | 0.12% | +12,017+63.8% | Added |
| Brandywine Trust Co | 30,814 | $1.41M | 0.43% | 00.0% | Unchanged |
| Telemus Capital, LLC | 30,222 | $1.40M | 0.13% | −181−0.6% | Reduced |
| Dudley Capital Management, LLC | 30,614 | $1.40M | 1.03% | +30,614 | New |
| Coastal Investment Advisors, Inc. | 30,605 | $1.40M | 0.34% | +202+0.7% | Added |
| Buckingham Strategic Wealth, LLC | 30,478 | $1.39M | 0.03% | −5,406−15.1% | Reduced |
| Gamble Jones Investment Counsel | 30,457 | $1.39M | 0.10% | −500−1.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 30,395 | $1.39M | 0.00% | −19,874−39.5% | Reduced |
| Wealthspire Advisors, LLC | 30,324 | $1.39M | 0.03% | +3,020+11.1% | Added |
| Wedbush Securities Inc | 30,119 | $1.38M | 0.08% | −1,136−3.6% | Reduced |
| Point72 Middle East FZE | 30,030 | $1.37M | 0.11% | +30,030 | New |
| WP Advisors, LLC | 29,862 | $1.37M | 0.61% | +255+0.9% | Added |
| EP Wealth Advisors, LLC | 29,818 | $1.36M | 0.02% | −4,512−13.1% | Reduced |
| King Luther Capital Management Corp | 29,803 | $1.36M | 0.01% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 22,000 | $1.36M | 0.27% | +22,000 | New |
| Harbour Investments, Inc. | 29,645 | $1.36M | 0.08% | −3,565−10.7% | Reduced |
| Manhattan West Asset Management, LLC | 29,635 | $1.35M | 0.69% | −359−1.2% | Reduced |
| Quilter Plc | 29,625 | $1.35M | 0.04% | +133+0.5% | Added |
| SYSTM Wealth Solutions LLC | 29,579 | $1.35M | 0.17% | +29,579 | New |
| Cyndeo Wealth Partners, LLC | 29,555 | $1.35M | 0.16% | +29,555 | New |
| Leonteq Securities AG | 29,477 | $1.35M | 0.07% | −24,289−45.2% | Reduced |
| Valicenti Advisory Services Inc | 29,431 | $1.34M | 0.49% | −625−2.1% | Reduced |
| Signaturefd, LLC | 29,331 | $1.34M | 0.04% | +2,103+7.7% | Added |
| Longfellow Investment Management Co LLC | 29,331 | $1.34M | 0.30% | 00.0% | Unchanged |
| Owen LaRue, LLC | 29,338 | $1.33M | 1.44% | +29,338 | New |