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, Q1 2023
Institutional positions in Altria Group, Inc. as of Mar 31, 2023. 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
- 1,877
- +20 vs. Q4 2022
- Shares held
- 1.05B
- −4.56M (−0.4%) vs. Q4 2022
- Total value
- $46.8B
- −$1.33B (−2.8%) vs. Q4 2022
- New holders
- 111
- 815 more added
- Sold out
- 91
- 658 more reduced
44 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 117,574 | $3 | 0.07% | +117,574 | New |
| Clean Yield Group | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 2 | $91 | 0.00% | −8−80.0% | Reduced |
| Abound Wealth Management | 3 | $147 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $312 | 0.00% | −14−66.7% | Reduced |
| PFG Private Wealth Management, LLC | 20 | $892 | 0.00% | −123−86.0% | Reduced |
| Delos Wealth Advisors, LLC | 25 | $1.12K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $1.12K | 0.00% | – | – |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $1.56K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 40 | $1.78K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 46 | $2.05K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 48 | $2.14K | 0.00% | +48 | New |
| Red Tortoise LLC | 58 | $2.59K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 66 | $3.00K | 0.00% | +66 | New |
| Trifecta Capital Advisors, LLC | 79 | $3.52K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 86 | $3.82K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 88 | $3.93K | 0.26% | −35−28.5% | Reduced |
| Penserra Capital Management LLC | 96 | $4.00K | 0.00% | −64,123−99.9% | Reduced |
| Syverson Strege & Co | 100 | $4.46K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $4.46K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 100 | $4.46K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $4.46K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 136 | $6.07K | 0.00% | +3+2.3% | Added |
| Raffa Wealth Management, LLC | 150 | $6.69K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 150 | $6.69K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 171 | $7.00K | 0.00% | +171 | New |
| Koesten, Hirschmann & Crabtree, INC. | 160 | $7.14K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 167 | $7.45K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 187 | $8.34K | 0.01% | −97−34.2% | Reduced |
| Northwest Investment Counselors, LLC | 200 | $8.92K | 0.00% | −1,446−87.8% | Reduced |
| Front Row Advisors LLC | 207 | $9.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 211 | $9.42K | 0.00% | +160+313.7% | Added |
| Mascoma Wealth Management LLC | 200 | $9.50K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 215 | $9.59K | 0.00% | −559−72.2% | Reduced |
| JNBA Financial Advisors | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 225 | $10.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 226 | $10.1K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 227 | $10.1K | 0.04% | 00.0% | Unchanged |
| Schubert & Co | 237 | $10.6K | 0.01% | +2+0.9% | Added |
| US Asset Management LLC | 250 | $11.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 252 | $11.2K | 0.00% | +252 | New |
| Ridgewood Investments LLC | 263 | $11.7K | 0.01% | +263 | New |
| New Millennium Group LLC | 289 | $12.9K | 0.01% | +5+1.8% | Added |
| Fairfield Financial Advisors, LTD | 297 | $13.2K | 0.01% | +6+2.1% | Added |
| Pittenger & Anderson Inc | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $13.4K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 300 | $13.4K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 300 | $13.4K | 0.00% | +15+5.3% | Added |
| NVWM, LLC | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 308 | $13.7K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 308 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 341 | $15.2K | 0.00% | +97+39.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 352 | $15.7K | 0.00% | +100+39.7% | Added |
| Horan Securities, Inc. | 354 | $15.8K | 0.01% | +280+378.4% | Added |
| Beaird Harris Wealth Management, LLC | 355 | $15.8K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 375 | $16.7K | 0.00% | +50+15.4% | Added |
| Bellwether Advisors, LLC | 380 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 382 | $17.0K | 0.00% | −211−35.6% | Reduced |
| Private Ocean, LLC | 385 | $17.2K | 0.00% | +80+26.2% | Added |
| ZRC Wealth Management, LLC | 389 | $17.3K | 0.02% | +389 | New |
| First Personal Financial Services | 391 | $17.4K | 0.00% | +191+95.5% | Added |
| Financial Freedom, LLC | 392 | $17.5K | 0.01% | +6+1.6% | Added |
| Studio Investment Management LLC | 386 | $17.6K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 400 | $17.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 403 | $18.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 413 | $18.0K | 0.00% | −240−36.8% | Reduced |
| Hallmark Capital Management Inc | 407 | $18.2K | 0.00% | −575−58.6% | Reduced |
| Proffitt & Goodson Inc | 420 | $18.7K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 424 | $18.9K | 0.01% | +8+1.9% | Added |
| Brown, Lisle/Cummings, Inc. | 425 | $19.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 430 | $19.2K | 0.00% | −13,895−97.0% | Reduced |
| Carmel Capital Partners, LLC | 436 | $19.5K | 0.01% | +436 | New |
| Financial Synergies Wealth Advisors, Inc. | 480 | $21.4K | 0.00% | +480 | New |
| Asset Dedication, LLC | 494 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 519 | $23.2K | 0.02% | 00.0% | Unchanged |
| Kalos Management, Inc. | 532 | $23.7K | 0.05% | +532 | New |
| Bourgeon Capital Management LLC | 542 | $24.2K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 557 | $24.7K | 0.01% | +6+1.1% | Added |
| Gleason Group, Inc. | 568 | $25.4K | 0.01% | +11+2.0% | Added |
| Lumature Wealth Partners, LLC | 583 | $26.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 587 | $26.2K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 595 | $26.5K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 600 | $26.8K | 0.01% | +100+20.0% | Added |
| West Paces Advisors Inc. | 607 | $27.1K | 0.01% | +90+17.4% | Added |
| Nalls Sherbakoff Group, LLC | 620 | $27.6K | 0.03% | +620 | New |
| Register Financial Advisors LLC | 627 | $28.0K | 0.02% | +150+31.4% | Added |
| Hanson & Doremus Investment Management | 634 | $28.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 632 | $28.2K | 0.03% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 650 | $29.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 656 | $29.3K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 670 | $29.9K | 0.00% | +520+346.7% | Added |
| Castleview Partners, LLC | 683 | $30.5K | 0.03% | −293−30.0% | Reduced |
| PrairieView Partners, LLC | 700 | $31.0K | 0.00% | +200+40.0% | Added |
| Bray Capital Advisors | 695 | $31.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 701 | $31.3K | 0.02% | 00.0% | Unchanged |