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 |
|---|---|---|---|---|---|
| FRG Family Wealth Advisors LLC | 21,867 | $999.5K | 0.24% | −100−0.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 21,769 | $995.1K | 0.04% | −929−4.1% | Reduced |
| Charter Research & Investment Group, Inc. | 21,667 | $990.4K | 0.95% | 00.0% | Unchanged |
| Empirical Finance, LLC | 21,586 | $986.7K | 0.10% | +225+1.1% | Added |
| CWS Financial Advisors, LLC | 19,038 | $974.0K | 0.42% | +2,597+15.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 21,223 | $970.1K | 0.22% | +389+1.9% | Added |
| Ameritas Investment Partners, Inc. | 21,633 | $969.4K | 0.04% | −529−2.4% | Reduced |
| Centennial Bank | 21,184 | $968.3K | 0.55% | +21,184 | New |
| Beese Fulmer Investment Management, Inc. | 21,099 | $964.4K | 0.12% | +579+2.8% | Added |
| Ipswich Investment Management Co., Inc. | 21,085 | $963.8K | 0.28% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 22,854 | $960.1K | 0.56% | +22,854 | New |
| Dodge & Cox | 21,000 | $959.9K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 20,954 | $957.8K | 0.72% | −350−1.6% | Reduced |
| Philadelphia Trust Co | 20,887 | $955.0K | 0.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 20,752 | $948.6K | 0.15% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 20,329 | $947.2K | 0.52% | +20,329 | New |
| Burke & Herbert Bank & Trust Co | 20,638 | $943.0K | 0.70% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 20,456 | $935.1K | 0.98% | +17+0.1% | Added |
| Klingenstein Fields & Co LP | 20,456 | $935.0K | 0.05% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 20,367 | $931.0K | 0.31% | −950−4.5% | Reduced |
| Gray Wealth Management Inc. | 20,302 | $928.0K | 0.54% | +1,406+7.4% | Added |
| CIBC Private Wealth Group, LLC | 253,554 | $925.3K | 0.00% | −11,296−4.3% | Reduced |
| Chicago Trust Co NA | 20,228 | $925.0K | 0.23% | −167−0.8% | Reduced |
| Bramshill Investments, LLC | 20,168 | $921.9K | 0.11% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 19,762 | $921.8K | 0.09% | −2,742−12.2% | Reduced |
| Capital Advisors Inc | 20,067 | $917.3K | 0.03% | +7,709+62.4% | Added |
| Cambria Investment Management, L.P. | 20,000 | $914.2K | 0.08% | +1,000+5.3% | Added |
| LMCG Investments, LLC | 19,999 | $914.2K | 0.06% | −117,844−85.5% | Reduced |
| Viewpoint Capital Management LLC | 19,943 | $911.6K | 0.88% | +79+0.4% | Added |
| BancorpSouth Bank | 19,930 | $911.0K | 0.08% | −595−2.9% | Reduced |
| Beaton Management Co. Inc. | 19,835 | $907.0K | 0.61% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 19,825 | $906.2K | 0.04% | +17,868+913.0% | Added |
| Profund Advisors LLC | 19,808 | $905.4K | 0.06% | +1,776+9.8% | Added |
| Duff & Phelps Investment Management Co | 19,804 | $905.2K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 19,764 | $903.4K | 0.07% | −5,835−22.8% | Reduced |
| Jacobi Capital Management LLC | 19,761 | $903.3K | 0.11% | +1,616+8.9% | Added |
| Kathmere Capital Management, LLC | 19,744 | $902.5K | 0.16% | +6,225+46.0% | Added |
| Checchi Capital Advisers, LLC | 19,735 | $902.1K | 0.09% | +2,161+12.3% | Added |
| Fund Management at Engine No. 1 LLC | 19,728 | $901.8K | 0.22% | +2,410+13.9% | Added |
| ETF Store, Inc. | 19,081 | $901.4K | 0.69% | +1,491+8.5% | Added |
| Bath Savings Trust Co | 19,667 | $899.0K | 0.12% | −103−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,628 | $897.2K | 0.03% | +6,469+49.2% | Added |
| Mork Capital Management, LLC | 19,600 | $895.9K | 0.69% | −1,980−9.2% | Reduced |
| Berkeley Capital Partners, LLC | 19,594 | $895.6K | 0.35% | −607−3.0% | Reduced |
| Fundamentun, LLC | 19,578 | $895.0K | 0.16% | +1,280+7.0% | Added |
| Mission Wealth Management, LP | 19,540 | $893.2K | 0.04% | +1,005+5.4% | Added |
| First Nebraska Trust Co | 19,505 | $891.6K | 0.12% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 19,502 | $891.4K | 0.08% | +1,697+9.5% | Added |
| Silverlake Wealth Management LLC | 19,488 | $890.8K | 0.56% | −368−1.9% | Reduced |
| Hoylecohen, LLC | 19,468 | $889.9K | 0.09% | +2,686+16.0% | Added |
| Fiduciary Trust Co | 19,392 | $886.4K | 0.02% | −1,074−5.2% | Reduced |
| KCM Investment Advisors LLC | 19,340 | $884.0K | 0.04% | +7,835+68.1% | Added |
| Taurus Asset Management, LLC | 19,335 | $883.8K | 0.11% | −25−0.1% | Reduced |
| Capula Management Ltd | 19,330 | $883.6K | 0.09% | −2,590−11.8% | Reduced |
| Franklin Street Advisors Inc | 19,319 | $883.0K | 0.08% | −500−2.5% | Reduced |
| Zhang Financial LLC | 19,224 | $878.7K | 0.11% | +1,326+7.4% | Added |
| Harrison & Co Wealth Management, LLC | 19,220 | $878.5K | 0.85% | +872+4.8% | Added |
| Radnor Capital Management, LLC | 18,659 | $873.0K | 0.21% | −210−1.1% | Reduced |
| Algert Global LLC | 19,081 | $872.2K | 0.05% | +19,081 | New |
| Dover Advisors, LLC | 18,615 | $868.4K | 0.94% | +18,615 | New |
| Kanawha Capital Management LLC | 18,950 | $866.0K | 0.09% | +352+1.9% | Added |
| Indiana Trust & Investment Management CO | 18,947 | $866.0K | 0.49% | +5,195+37.8% | Added |
| Woodward Diversified Capital, LLC | 18,857 | $861.9K | 0.69% | −315−1.6% | Reduced |
| Sanders Morris Harris LLC | 18,785 | $858.7K | 0.33% | −1,000−5.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,768 | $857.9K | 0.01% | −1,922−9.3% | Reduced |
| Cortland Associates Inc | 18,721 | $856.0K | 0.14% | −270−1.4% | Reduced |
| Cambridge Trust Co | 18,688 | $855.0K | 0.04% | −10,271−35.5% | Reduced |
| Financial Advocates Investment Management | 18,678 | $853.8K | 0.06% | +9,676+107.5% | Added |
| Titleist Asset Management, Ltd. | 18,641 | $852.1K | 0.20% | +403+2.2% | Added |
| Wealth Alliance Advisory Group, LLC | 18,583 | $849.4K | 0.32% | +1,702+10.1% | Added |
| Mitchell Sinkler & Starr | 18,556 | $848.2K | 0.27% | −962−4.9% | Reduced |
| Bank of Hawaii | 18,440 | $842.9K | 0.05% | +1,467+8.6% | Added |
| Cary Street Partner Investment Advisory LLC | 18,377 | $840.0K | 0.06% | −847−4.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 18,349 | $838.7K | 0.43% | +9,406+105.2% | Added |
| Gibraltar Capital Management, Inc. | 18,347 | $838.6K | 0.40% | +4,980+37.3% | Added |
| Plimoth Trust Co LLC | 18,315 | $837.0K | 0.27% | −55−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 18,118 | $828.2K | 0.06% | +2,030+12.6% | Added |
| Quadrature Capital Ltd | 18,111 | $827.9K | 0.02% | −1,481−7.6% | Reduced |
| Taylor Hoffman Wealth Management | 18,078 | $826.3K | 0.51% | −9,053−33.4% | Reduced |
| Exeter Financial, LLC | 18,075 | $826.2K | 0.43% | −599−3.2% | Reduced |
| North Star Investment Management Corp. | 18,039 | $824.5K | 0.07% | −557−3.0% | Reduced |
| Advisory Alpha, LLC | 18,032 | $824.3K | 0.06% | +18,032 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 18,014 | $823.4K | 0.03% | +815+4.7% | Added |
| HCR Wealth Advisors | 17,634 | $821.2K | 0.17% | +677+4.0% | Added |
| Lindbrook Capital, LLC | 17,946 | $820.3K | 0.10% | −3,523−16.4% | Reduced |
| Princeton Global Asset Management LLC | 17,894 | $818.0K | 0.26% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 17,847 | $815.8K | 0.82% | +17,847 | New |
| KLCM Advisors, Inc. | 17,835 | $815.2K | 0.17% | +1,704+10.6% | Added |
| Personal Cfo Solutions, LLC | 17,747 | $811.2K | 0.17% | +1,471+9.0% | Added |
| First National Bank & Trust Co of Newtown | 17,675 | $807.7K | 0.18% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 17,668 | $807.6K | 0.76% | +2,547+16.8% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $805.0K | 0.22% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 17,430 | $796.7K | 0.05% | −18,115−51.0% | Reduced |
| Washington Trust Advisors, Inc. | 17,418 | $796.2K | 0.09% | −668−3.7% | Reduced |
| Sonen Capital LLC | 17,000 | $793.0K | 1.30% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 17,277 | $789.7K | 0.27% | −4,431−20.4% | Reduced |
| Clarius Group, LLC | 17,188 | $786.0K | 0.07% | +720+4.4% | Added |
| Fiduciary Group LLC | 17,162 | $784.5K | 0.10% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 17,135 | $783.2K | 0.60% | +385+2.3% | Added |
| ARGI Investment Services, LLC | 17,129 | $783.0K | 0.03% | −1,116−6.1% | Reduced |