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 |
|---|---|---|---|---|---|
| D L Carlson Investment Group Inc | 18,163 | $810.0K | 0.18% | −20,025−52.4% | Reduced |
| Mission Wealth Management, LP | 18,175 | $811.0K | 0.03% | −1,365−7.0% | Reduced |
| Tradition Wealth Management, LLC | 18,180 | $811.0K | 0.10% | +3,938+27.7% | Added |
| Chicago Trust Co NA | 18,210 | $812.5K | 0.20% | −2,018−10.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 18,243 | $814.0K | 0.06% | −134−0.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 18,351 | $818.8K | 0.05% | +18,351 | New |
| Kanawha Capital Management LLC | 18,394 | $820.7K | 0.08% | −556−2.9% | Reduced |
| Kula Investments, LLC | 18,400 | $821.0K | 0.20% | +11,467+165.4% | Added |
| Mork Capital Management, LLC | 18,410 | $821.5K | 0.67% | −1,190−6.1% | Reduced |
| Legacy Capital Group California, Inc. | 18,488 | $824.9K | 0.40% | +18,488 | New |
| Tufton Capital Management | 18,574 | $828.8K | 0.18% | −3,455−15.7% | Reduced |
| Clarius Group, LLC | 18,607 | $830.2K | 0.07% | +1,419+8.3% | Added |
| Mitchell Sinkler & Starr | 18,802 | $838.9K | 0.25% | +246+1.3% | Added |
| Radnor Capital Management, LLC | 18,803 | $839.0K | 0.22% | +144+0.8% | Added |
| Key Client Fiduciary Advisors, LLC | 18,919 | $844.1K | 0.53% | +2,998+18.8% | Added |
| Woodward Diversified Capital, LLC | 18,954 | $845.7K | 0.66% | +97+0.5% | Added |
| Franklin Street Advisors Inc | 19,089 | $852.0K | 0.08% | −230−1.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 19,176 | $855.7K | 0.46% | +827+4.5% | Added |
| Klingenstein Fields & Co LP | 19,202 | $856.8K | 0.04% | −1,254−6.1% | Reduced |
| Zhang Financial LLC | 19,233 | $858.2K | 0.10% | +90.0% | Added |
| Fiduciary Trust Co | 19,255 | $859.2K | 0.02% | −137−0.7% | Reduced |
| Taurus Asset Management, LLC | 19,285 | $860.5K | 0.11% | −50−0.3% | Reduced |
| Taylor Hoffman Wealth Management | 19,288 | $860.6K | 0.47% | +1,210+6.7% | Added |
| Virtue Capital Management, LLC | 18,454 | $861.6K | 0.14% | +4,274+30.1% | Added |
| Viewpoint Capital Management LLC | 19,342 | $863.1K | 0.77% | −601−3.0% | Reduced |
| Coastwise Capital Group, LLC | 19,348 | $863.3K | 0.99% | +3,946+25.6% | Added |
| LMCG Investments, LLC | 19,361 | $863.9K | 0.06% | −638−3.2% | Reduced |
| First Nebraska Trust Co | 19,505 | $870.3K | 0.11% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 19,661 | $877.3K | 0.03% | +1,647+9.1% | Added |
| Hoylecohen, LLC | 19,673 | $877.8K | 0.08% | +205+1.1% | Added |
| Bath Savings Trust Co | 19,736 | $880.6K | 0.11% | +69+0.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 19,764 | $881.9K | 0.06% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 19,804 | $883.7K | 0.01% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 19,835 | $885.0K | 0.60% | 00.0% | Unchanged |
| Fundamentun, LLC | 19,931 | $889.3K | 0.15% | +353+1.8% | Added |
| Empirical Finance, LLC | 19,973 | $891.2K | 0.08% | −1,613−7.5% | Reduced |
| Jacobi Capital Management LLC | 19,984 | $891.7K | 0.11% | +223+1.1% | Added |
| Titleist Asset Management, LLC | 20,015 | $893.1K | 0.19% | +20,015 | New |
| Burke & Herbert Bank & Trust Co | 20,038 | $894.1K | 0.66% | −600−2.9% | Reduced |
| Widmann Financial Services, Inc. | 20,067 | $895.4K | 0.90% | −389−1.9% | Reduced |
| Kathmere Capital Management, LLC | 20,089 | $896.4K | 0.15% | +345+1.7% | Added |
| Beese Fulmer Investment Management, Inc. | 20,099 | $896.8K | 0.10% | −1,000−4.7% | Reduced |
| BancorpSouth Bank | 20,134 | $898.4K | 0.08% | +204+1.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 20,143 | $898.8K | 0.03% | −1,626−7.5% | Reduced |
| Cortland Associates Inc | 20,149 | $899.0K | 0.14% | +1,428+7.6% | Added |
| Bramshill Investments, LLC | 20,168 | $899.9K | 0.11% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 20,178 | $900.3K | 0.55% | +690+3.5% | Added |
| Patton Albertson Miller Group, LLC | 20,259 | $904.0K | 0.17% | −2,474−10.9% | Reduced |
| Philadelphia Trust Co | 20,337 | $907.0K | 0.09% | −550−2.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 20,359 | $908.4K | 0.28% | −80.0% | Reduced |
| Godsey & Gibb Associates | 20,360 | $908.5K | 0.11% | −1,664−7.6% | Reduced |
| Graham Capital Management, L.P. | 20,441 | $912.1K | 0.03% | +4,807+30.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,594 | $918.9K | 0.00% | +20,594 | New |
| Capital Advisors Inc | 20,619 | $920.0K | 0.02% | +552+2.8% | Added |
| Gray Wealth Management Inc. | 20,727 | $924.8K | 0.50% | +425+2.1% | Added |
| Rossmore Private Capital | 20,752 | $926.0K | 0.14% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 20,792 | $927.7K | 0.02% | +4,962+31.3% | Added |
| Arete Wealth Advisors, LLC | 20,814 | $929.0K | 0.08% | +1,312+6.7% | Added |
| HF Advisory Group, LLC | 20,831 | $929.5K | 0.82% | +2,984+16.7% | Added |
| ETF Store, Inc. | 19,829 | $931.8K | 0.71% | +748+3.9% | Added |
| Checchi Capital Advisers, LLC | 20,906 | $932.8K | 0.09% | +1,171+5.9% | Added |
| Fox Run Management, L.L.C. | 20,910 | $933.0K | 0.30% | +20,910 | New |
| Ipswich Investment Management Co., Inc. | 20,985 | $936.4K | 0.26% | −100−0.5% | Reduced |
| Dodge & Cox | 21,000 | $937.0K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 21,262 | $948.7K | 0.83% | +9,662+83.3% | Added |
| Verition Fund Management LLC | 21,272 | $949.2K | 0.02% | −10,243−32.5% | Reduced |
| Berkeley Capital Partners, LLC | 21,535 | $960.9K | 0.36% | +1,941+9.9% | Added |
| Wealthcare Advisory Partners LLC | 21,610 | $964.2K | 0.04% | −1,157−5.1% | Reduced |
| Atlantic Union Bankshares Corp | 21,616 | $964.5K | 0.10% | +6,385+41.9% | Added |
| Ameritas Investment Partners, Inc. | 21,633 | $965.3K | 0.04% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 21,658 | $966.4K | 0.19% | +1,930+9.8% | Added |
| Charter Research & Investment Group, Inc. | 21,667 | $966.8K | 0.85% | 00.0% | Unchanged |
| Grove Bank & Trust | 21,812 | $973.3K | 0.21% | −488−2.2% | Reduced |
| Cigna Investments Inc | 21,850 | $975.0K | 0.20% | −433−1.9% | Reduced |
| FRG Family Wealth Advisors LLC | 21,867 | $975.7K | 0.22% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 21,995 | $981.4K | 0.53% | +3,048+16.1% | Added |
| Duality Advisers, LP | 22,063 | $984.5K | 0.11% | −93,688−80.9% | Reduced |
| Excalibur Management Corp | 22,066 | $984.6K | 0.51% | +55+0.2% | Added |
| Mogy Joel R Investment Counsel Inc | 22,075 | $985.0K | 0.09% | 00.0% | Unchanged |
| Dover Advisors, LLC | 21,705 | $988.9K | 0.95% | +3,090+16.6% | Added |
| Focus Financial Network, Inc. | 21,719 | $989.5K | 0.06% | −744−3.3% | Reduced |
| World Equity Group, Inc. | 14,891 | $995.2K | 0.17% | −28,313−65.5% | Reduced |
| Comerica Securities,inc. | 21,846 | $995.6K | 0.07% | −958−4.2% | Reduced |
| Samalin Investment Counsel, LLC | 22,653 | $1.01M | 0.61% | +239+1.1% | Added |
| Knoll Capital Management, LLC | 22,700 | $1.01M | 1.69% | 00.0% | Unchanged |
| Forte Capital LLC | 22,700 | $1.01M | 0.16% | −167−0.7% | Reduced |
| Seven Eight Capital, LP | 22,776 | $1.02M | 0.21% | +22,776 | New |
| Meiji Yasuda Asset Management Co Ltd. | 22,784 | $1.02M | 0.05% | −650−2.8% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 22,929 | $1.02M | 0.97% | +423+1.9% | Added |
| CAPROCK Group, Inc. | 22,527 | $1.03M | 0.08% | +2,765+14.0% | Added |
| Jefferies Financial Group Inc. | 23,117 | $1.03M | 0.02% | +23,117 | New |
| Alpha Cubed Investments, LLC | 23,199 | $1.04M | 0.07% | +12,732+121.6% | Added |
| Shoker Investment Counsel, Inc. | 23,225 | $1.04M | 0.45% | +454+2.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 23,253 | $1.04M | 0.21% | +2,030+9.6% | Added |
| Citizens Financial Group Inc | 23,313 | $1.04M | 0.04% | −302−1.3% | Reduced |
| Pearl River Capital, LLC | 23,365 | $1.04M | 0.17% | −7,968−25.4% | Reduced |
| Aaron Wealth Advisors | 23,477 | $1.05M | 0.14% | +11,169+90.7% | Added |
| K.J. Harrison & Partners Inc | 25,573 | $1.05M | 0.21% | +3,573+16.2% | Added |
| Acrisure Capital Management, LLC | 23,651 | $1.06M | 1.07% | +9,433+66.3% | Added |
| ICW Investment Advisors LLC | 23,654 | $1.06M | 0.60% | +345+1.5% | Added |