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
- 1,876
- +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
- 814 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 |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 14,014 | $625.3K | 0.12% | +1,137+8.8% | Added |
| Hexagon Capital Partners LLC | 14,033 | $626.2K | 0.17% | +2,507+21.8% | Added |
| Essex Savings Bank | 14,088 | $628.5K | 0.22% | +1,339+10.5% | Added |
| Summit X, LLC | 14,099 | $629.1K | 0.16% | +337+2.4% | Added |
| Raab & Moskowitz Asset Management LLC | 14,109 | $629.5K | 0.23% | −30−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 14,143 | $631.0K | 0.04% | −1,176−7.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,881 | $631.7K | 0.01% | −342−2.4% | Reduced |
| Bartlett & Co. LLC | 13,881 | $632.0K | 0.01% | −342−2.4% | Reduced |
| Signature Wealth Management Partners, LLC | 14,169 | $632.2K | 0.59% | +49+0.3% | Added |
| Wolff Financial Management LLC | 14,201 | $634.0K | 0.22% | +20.0% | Added |
| TRUE Private Wealth Advisors | 14,299 | $638.0K | 0.09% | +100+0.7% | Added |
| Vise Technologies, Inc. | 14,342 | $639.9K | 0.17% | +4,575+46.8% | Added |
| Capital Analysts, LLC | 14,346 | $640.0K | 0.04% | +729+5.4% | Added |
| My Legacy Advisors, LLC | 14,471 | $644.0K | 0.28% | +120+0.8% | Added |
| Principle Wealth Partners LLC | 14,458 | $645.1K | 0.07% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 14,535 | $648.5K | 0.12% | +4,743+48.4% | Added |
| Kapstone Financial Advisors LLC | 14,451 | $649.9K | 0.59% | +18+0.1% | Added |
| Dorchester Wealth Management Co | 14,594 | $651.2K | 0.13% | +305+2.1% | Added |
| Pettyjohn, Wood & White, Inc | 14,753 | $658.3K | 0.16% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 14,796 | $660.2K | 0.11% | +15+0.1% | Added |
| Straight Path Wealth Management | 14,829 | $661.7K | 0.53% | +50.0% | Added |
| Ronald Blue Trust, Inc. | 14,565 | $666.0K | 0.01% | +329+2.3% | Added |
| Baker Tilly Wealth Management, LLC | 14,944 | $666.8K | 0.07% | +540+3.7% | Added |
| TrinityPoint Wealth, LLC | 14,959 | $667.5K | 0.14% | +114+0.8% | Added |
| Endurance Wealth Management, Inc. | 15,000 | $669.0K | 0.09% | +2,000+15.4% | Added |
| Palisade Capital Management LLC | 15,100 | $673.8K | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 15,097 | $674.0K | 0.32% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 15,126 | $674.9K | 0.06% | +2,378+18.7% | Added |
| Siemens Fonds Invest GmbH | 15,140 | $675.5K | 0.07% | −211−1.4% | Reduced |
| Horizon Investments, LLC | 15,191 | $677.8K | 0.02% | +6,949+84.3% | Added |
| Delta Asset Management LLC | 15,234 | $679.7K | 0.07% | +598+4.1% | Added |
| Bahl & Gaynor Inc | 15,247 | $680.3K | 0.00% | −234−1.5% | Reduced |
| Lafayette Investments, Inc. | 15,293 | $682.4K | 0.19% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 15,384 | $686.4K | 0.35% | −47−0.3% | Reduced |
| VeraBank, N.A. | 15,387 | $686.6K | 0.32% | −275−1.8% | Reduced |
| Westwood Holdings Group Inc. | 15,432 | $689.0K | 0.01% | −19,264−55.5% | Reduced |
| Romano Brothers and Company | 15,451 | $689.4K | 0.11% | +2,911+23.2% | Added |
| Gables Capital Management Inc. | 15,525 | $692.7K | 0.48% | −100−0.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 15,631 | $697.4K | 0.37% | −169−1.1% | Reduced |
| Point72 Middle East FZE | 15,668 | $699.1K | 0.04% | −14,362−47.8% | Reduced |
| Allegheny Financial Group LTD | 15,728 | $701.8K | 0.28% | −223−1.4% | Reduced |
| Foundations Investment Advisors, LLC | 15,844 | $707.0K | 0.03% | +201+1.3% | Added |
| Horst & Graben Wealth Management LLC | 15,863 | $708.0K | 0.18% | +775+5.1% | Added |
| IFG Advisory, LLC | 15,872 | $708.3K | 0.07% | +291+1.9% | Added |
| Independent Wealth Network Inc. | 15,875 | $708.3K | 0.45% | +227+1.5% | Added |
| Everett Harris & Co | 15,875 | $708.3K | 0.01% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 15,898 | $709.4K | 0.43% | +6,262+65.0% | Added |
| Centennial Bank | 15,972 | $712.7K | 0.47% | −5,212−24.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 15,991 | $713.5K | 0.27% | +2,502+18.5% | Added |
| Westbourne Investment Advisors, Inc. | 16,099 | $718.0K | 0.35% | 00.0% | Unchanged |
| Fiduciary Group LLC | 16,112 | $718.9K | 0.09% | −1,050−6.1% | Reduced |
| Daymark Wealth Partners, LLC | 16,215 | $723.5K | 0.10% | +5,239+47.7% | Added |
| Crescent Grove Advisors, LLC | 15,917 | $725.2K | 0.08% | +281+1.8% | Added |
| Boston Family Office LLC | 16,334 | $728.0K | 0.06% | +100+0.6% | Added |
| Imprint Wealth LLC | 15,979 | $728.2K | 0.48% | +15,979 | New |
| Jackson Hole Capital Partners, LLC | 16,346 | $729.3K | 0.19% | +7,603+87.0% | Added |
| Columbia Asset Management | 16,380 | $731.0K | 0.17% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 16,492 | $736.2K | 0.08% | +585+3.7% | Added |
| Gulf International Bank (UK) Ltd | 16,543 | $738.0K | 0.02% | 00.0% | Unchanged |
| Bailard, Inc. | 16,589 | $740.2K | 0.03% | +74+0.4% | Added |
| Astoria Portfolio Advisors LLC. | 16,669 | $740.9K | 0.31% | +16,669 | New |
| Thomasville National Bank | 16,621 | $741.6K | 0.08% | +400+2.5% | Added |
| Ballentine Partners, LLC | 16,682 | $744.4K | 0.02% | +4,790+40.3% | Added |
| TownSquare Capital, LLC | 16,721 | $746.1K | 0.02% | +4,251+34.1% | Added |
| Gibraltar Capital Management, Inc. | 16,779 | $748.7K | 0.35% | −1,568−8.5% | Reduced |
| Beacon Financial Advisory LLC | 16,888 | $753.5K | 0.48% | +1,106+7.0% | Added |
| Nwam LLC | 16,911 | $754.6K | 0.08% | −7,962−32.0% | Reduced |
| Vaughan & Co Securities, Inc. | 16,970 | $757.2K | 0.56% | +463+2.8% | Added |
| Cozad Asset Management Inc | 17,016 | $759.3K | 0.10% | +186+1.1% | Added |
| Eagle Global Advisors LLC | 17,029 | $759.8K | 0.05% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 17,030 | $759.9K | 0.02% | +1,262+8.0% | Added |
| CWS Financial Advisors, LLC | 17,033 | $760.0K | 0.30% | −2,005−10.5% | Reduced |
| MTM Investment Management, LLC | 17,058 | $761.1K | 0.39% | +80.0% | Added |
| Bank of Hawaii | 17,086 | $762.4K | 0.04% | −1,354−7.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 17,091 | $762.6K | 0.07% | 00.0% | Unchanged |
| Exeter Financial, LLC | 17,216 | $766.1K | 0.38% | −859−4.8% | Reduced |
| First National Bank & Trust Co of Newtown | 17,185 | $766.6K | 0.17% | −490−2.8% | Reduced |
| Eudaimonia Partners, LLC | 17,218 | $768.3K | 0.19% | +2,986+21.0% | Added |
| Washington Trust Advisors, Inc. | 17,218 | $768.3K | 0.08% | −200−1.1% | Reduced |
| Patron Partners Advisors, LLC | 17,289 | $771.4K | 0.57% | +600+3.6% | Added |
| TD Private Client Wealth LLC | 17,290 | $771.5K | 0.03% | −40,073−69.9% | Reduced |
| Executive Wealth Group LLC | 17,481 | $780.0K | 0.55% | +346+2.0% | Added |
| Plimoth Trust Co LLC | 17,535 | $782.4K | 0.24% | −780−4.3% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $785.8K | 0.21% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 17,643 | $787.2K | 0.16% | −104−0.6% | Reduced |
| Finer Wealth Management, Inc. | 17,668 | $788.3K | 0.67% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 17,699 | $789.7K | 0.04% | −5,275−23.0% | Reduced |
| Sonen Capital LLC | 17,396 | $792.6K | 1.34% | +396+2.3% | Added |
| DRW Securities, LLC | 17,763 | $793.0K | 0.12% | +17,763 | New |
| KLCM Advisors, Inc. | 17,835 | $795.8K | 0.16% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 17,841 | $796.1K | 0.78% | −26,155−59.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 17,844 | $796.2K | 0.41% | +1,208+7.3% | Added |
| Princeton Global Asset Management LLC | 17,894 | $798.4K | 0.23% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17,895 | $798.5K | 0.09% | −51−0.3% | Reduced |
| Cambria Investment Management, L.P. | 18,000 | $803.2K | 0.07% | −2,000−10.0% | Reduced |
| HCR Wealth Advisors | 17,668 | $803.5K | 0.16% | +34+0.2% | Added |
| Evergreen Capital Management LLC | 17,624 | $804.9K | 0.04% | +2,025+13.0% | Added |
| North Star Investment Management Corp. | 18,056 | $805.7K | 0.07% | +17+0.1% | Added |
| Cambridge Trust Co | 18,088 | $807.1K | 0.04% | −600−3.2% | Reduced |
| Joel Isaacson & Co., LLC | 18,135 | $809.2K | 0.06% | +17+0.1% | Added |