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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 29,016 | $1.33M | 0.14% | −159−0.5% | Reduced |
| Wesbanco Bank Inc | 28,965 | $1.32M | 0.06% | +3,132+12.1% | Added |
| Lee Financial Co | 28,766 | $1.31M | 0.22% | +360+1.3% | Added |
| Chelsea Counsel Co | 28,180 | $1.31M | 0.66% | +1,340+5.0% | Added |
| Tokio Marine Asset Management Co Ltd | 28,559 | $1.31M | 0.10% | +2,174+8.2% | Added |
| Sawtooth Solutions, LLC | 28,468 | $1.30M | 0.18% | −300−1.0% | Reduced |
| Applied Capital LLC | 28,456 | $1.30M | 1.30% | +28,456 | New |
| Kowal Investment Group, LLC | 28,414 | $1.30M | 0.39% | −1,128−3.8% | Reduced |
| Transcend Wealth Collective, LLC | 28,346 | $1.30M | 0.14% | −4,423−13.5% | Reduced |
| CMG Global Holdings, LLC | 28,323 | $1.29M | 1.23% | +244+0.9% | Added |
| Paradigm Financial Partners, LLC | 27,843 | $1.29M | 0.38% | −160−0.6% | Reduced |
| DuPont Capital Management Corp | 28,276 | $1.29M | 0.06% | −15,258−35.0% | Reduced |
| Sumitomo Life Insurance Co | 28,270 | $1.29M | 0.10% | −501−1.7% | Reduced |
| Delta Capital Management LLC | 28,245 | $1.29M | 0.94% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 27,672 | $1.29M | 0.32% | −760−2.7% | Reduced |
| Next Level Private LLC | 28,047 | $1.29M | 0.95% | +1,006+3.7% | Added |
| Range Financial Group LLC | 28,159 | $1.29M | 0.88% | −226−0.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 28,125 | $1.29M | 0.87% | +82+0.3% | Added |
| Linden Thomas Advisory Services, LLC | 28,021 | $1.28M | 0.36% | +28,021 | New |
| PFG Advisors | 28,012 | $1.28M | 0.13% | −3,366−10.7% | Reduced |
| Wagner Wealth Management, LLC | 28,008 | $1.28M | 0.79% | +6,146+28.1% | Added |
| Leavell Investment Management, Inc. | 27,356 | $1.28M | 0.10% | −2,457−8.2% | Reduced |
| Greenfield Savings Bank | 27,825 | $1.27M | 0.84% | −285−1.0% | Reduced |
| Keudell/Morrison Wealth Management | 27,817 | $1.27M | 0.41% | −788−2.8% | Reduced |
| Shell Asset Management Co | 27,687 | $1.27M | 0.06% | −6,544−19.1% | Reduced |
| Semmax Financial Advisors Inc. | 27,914 | $1.26M | 0.50% | +567+2.1% | Added |
| Ausdal Financial Partners, Inc. | 27,266 | $1.25M | 0.18% | −2,058−7.0% | Reduced |
| Ossiam | 27,202 | $1.24M | 0.03% | +23,288+595.0% | Added |
| Steel Peak Wealth Management LLC | 26,344 | $1.23M | 0.09% | +251+1.0% | Added |
| Narwhal Capital Management | 26,818 | $1.23M | 0.16% | −167−0.6% | Reduced |
| Burns J W & Co Inc | 26,792 | $1.23M | 0.22% | −348−1.3% | Reduced |
| Kovack Advisors, Inc. | 26,767 | $1.22M | 0.18% | +3,577+15.4% | Added |
| FinTrust Capital Advisors, LLC | 26,693 | $1.22M | 0.29% | +212+0.8% | Added |
| First Hawaiian Bank | 26,639 | $1.22M | 0.04% | −1,006−3.6% | Reduced |
| AdvisorNet Financial, Inc | 26,597 | $1.22M | 0.12% | +844+3.3% | Added |
| Wedgewood Investors Inc | 26,512 | $1.21M | 1.60% | −50−0.2% | Reduced |
| Welch & Forbes LLC | 26,432 | $1.21M | 0.02% | −1,215−4.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 26,365 | $1.21M | 0.12% | +280+1.1% | Added |
| GM Advisory Group, Inc. | 26,288 | $1.20M | 0.13% | +2,370+9.9% | Added |
| Close Asset Management Ltd | 26,229 | $1.20M | 0.06% | +328+1.3% | Added |
| Smith, Moore & Co. | 26,212 | $1.20M | 0.17% | +64+0.2% | Added |
| Burleson & Company, LLC | 26,171 | $1.20M | 0.30% | −40−0.2% | Reduced |
| Paradigm Capital Management, LLC | 26,098 | $1.19M | 1.75% | −845−3.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,043 | $1.19M | 0.06% | +4,002+18.2% | Added |
| Integrated Advisors Network LLC | 25,943 | $1.19M | 0.08% | +1,581+6.5% | Added |
| Integrated Wealth Concepts LLC | 25,698 | $1.18M | 0.03% | −188−0.7% | Reduced |
| Diversified Trust Co | 25,651 | $1.17M | 0.05% | +5,242+25.7% | Added |
| Meeder Advisory Services, Inc. | 25,520 | $1.17M | 0.15% | +25,520 | New |
| Traynor Capital Management, Inc. | 25,415 | $1.16M | 0.20% | −482−1.9% | Reduced |
| Rehmann Capital Advisory Group | 25,355 | $1.16M | 0.12% | −3,799−13.0% | Reduced |
| Cascade Investment Group, Inc. | 25,288 | $1.16M | 1.20% | +25,288 | New |
| Sonora Investment Management Group, LLC | 25,274 | $1.16M | 0.11% | +11,226+79.9% | Added |
| Logan Capital Management Inc | 25,228 | $1.15M | 0.06% | +23,074+1,071.2% | Added |
| LS Investment Advisors, LLC | 25,109 | $1.15M | 0.22% | +24+0.1% | Added |
| HBW Advisory Services LLC | 24,868 | $1.14M | 0.30% | −136−0.5% | Reduced |
| Nwam LLC | 24,873 | $1.14M | 0.10% | −1,168−4.5% | Reduced |
| Trustmark National Bank Trust Department | 24,805 | $1.13M | 0.10% | +1,030+4.3% | Added |
| Capital CS Group, LLC | 24,723 | $1.13M | 1.25% | 00.0% | Unchanged |
| Certified Advisory Corp | 24,669 | $1.13M | 0.22% | +331+1.4% | Added |
| Invst, LLC | 25,023 | $1.13M | 0.18% | +265+1.1% | Added |
| Quantinno Capital Management LP | 24,293 | $1.11M | 0.08% | +17,739+270.7% | Added |
| Bradley Foster & Sargent Inc | 24,276 | $1.11M | 0.03% | −75−0.3% | Reduced |
| Sandy Spring Bank | 24,252 | $1.11M | 0.07% | +515+2.2% | Added |
| Marex Group plc | 24,100 | $1.11M | 0.16% | +24,100 | New |
| Focused Wealth Management, Inc | 24,161 | $1.10M | 0.22% | −66−0.3% | Reduced |
| Citizens Financial Group Inc | 23,615 | $1.10M | 0.04% | +1,236+5.5% | Added |
| Sequoia Financial Advisors, LLC | 24,030 | $1.10M | 0.03% | +8,845+58.2% | Added |
| Cutler Group LP | 23,940 | $1.09M | 0.13% | −11,253−32.0% | Reduced |
| Institutional & Family Asset Management, LLC | 23,817 | $1.09M | 0.18% | +51+0.2% | Added |
| Convergence Investment Partners, LLC | 23,772 | $1.09M | 0.64% | −85−0.4% | Reduced |
| Parallel Advisors, LLC | 23,689 | $1.08M | 0.05% | −3,302−12.2% | Reduced |
| Park National Corp | 23,461 | $1.07M | 0.05% | +2,105+9.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 23,434 | $1.07M | 0.05% | +1,520+6.9% | Added |
| Blueprint Investment Partners LLC | 23,380 | $1.07M | 0.23% | +23,380 | New |
| ICW Investment Advisors LLC | 23,309 | $1.07M | 0.64% | −237−1.0% | Reduced |
| Comerica Securities,inc. | 22,804 | $1.06M | 0.08% | +157+0.7% | Added |
| Spire Wealth Management | 23,228 | $1.06M | 0.06% | +3,182+15.9% | Added |
| CoreFirst Bank & Trust | 23,003 | $1.05M | 0.80% | +780+3.5% | Added |
| Warren Averett Asset Management, LLC | 22,974 | $1.05M | 0.06% | +4,527+24.5% | Added |
| GoalVest Advisory LLC | 22,932 | $1.05M | 0.68% | +1,708+8.0% | Added |
| Focus Financial Network, Inc. | 22,463 | $1.05M | 0.09% | −1,788−7.4% | Reduced |
| Forte Capital LLC | 22,867 | $1.05M | 0.18% | −117−0.5% | Reduced |
| Intrust Bank NA | 22,850 | $1.04M | 0.14% | +1,168+5.4% | Added |
| XML Financial, LLC | 22,784 | $1.04M | 0.13% | +805+3.7% | Added |
| Shoker Investment Counsel, Inc. | 22,771 | $1.04M | 0.47% | +1,010+4.6% | Added |
| Wealthcare Advisory Partners LLC | 22,767 | $1.04M | 0.05% | +4,208+22.7% | Added |
| Patton Albertson Miller Group, LLC | 22,733 | $1.04M | 0.19% | −1,550−6.4% | Reduced |
| Knoll Capital Management, LLC | 22,700 | $1.04M | 2.34% | 00.0% | Unchanged |
| One Capital Management, LLC | 22,590 | $1.03M | 0.06% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 22,506 | $1.03M | 0.99% | +22,506 | New |
| Samalin Investment Counsel, LLC | 22,414 | $1.02M | 0.65% | +1,361+6.5% | Added |
| Cigna Investments Inc | 22,283 | $1.02M | 0.21% | −100−0.4% | Reduced |
| Grove Bank & Trust | 22,300 | $1.02M | 0.22% | +8,033+56.3% | Added |
| Coombe, Bender & Co LLC | 22,250 | $1.02M | 0.93% | −1,786−7.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 22,075 | $1.01M | 0.10% | −50.0% | Reduced |
| Tufton Capital Management | 22,029 | $1.01M | 0.22% | +840+4.0% | Added |
| Godsey & Gibb Associates | 22,024 | $1.01M | 0.19% | +22,024 | New |
| Excalibur Management Corp | 22,011 | $1.01M | 0.53% | −1,082−4.7% | Reduced |
| Orion Portfolio Solutions, LLC | 21,980 | $1.00M | 0.04% | −5,253−19.3% | Reduced |
| Accurate Wealth Management, LLC | 21,796 | $1.00M | 0.37% | +10,253+88.8% | Added |