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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 23,686 | $1.06M | 0.07% | +3,878+19.6% | Added |
| Institutional & Family Asset Management, LLC | 23,866 | $1.06M | 0.18% | +49+0.2% | Added |
| Sequoia Financial Advisors, LLC | 24,021 | $1.07M | 0.02% | −90.0% | Reduced |
| XML Financial, LLC | 24,042 | $1.07M | 0.13% | +1,258+5.5% | Added |
| Colony Group LLC | 24,044 | $1.07M | 0.02% | −8,573−26.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 24,053 | $1.07M | 0.40% | +5,470+29.4% | Added |
| CoreFirst Bank & Trust | 24,123 | $1.08M | 0.78% | +1,120+4.9% | Added |
| Coombe, Bender & Co LLC | 24,201 | $1.08M | 0.85% | +1,951+8.8% | Added |
| Sandy Spring Bank | 24,258 | $1.08M | 0.06% | +60.0% | Added |
| Intrust Bank NA | 24,278 | $1.08M | 0.14% | +1,428+6.2% | Added |
| Prime Capital Investment Advisors, LLC | 24,302 | $1.08M | 0.04% | +4,674+23.8% | Added |
| First Horizon Advisors, Inc. | 24,308 | $1.08M | 0.04% | +10,575+77.0% | Added |
| Diversified Trust Co | 24,530 | $1.09M | 0.04% | −1,121−4.4% | Reduced |
| One Capital Management, LLC | 24,721 | $1.10M | 0.05% | +2,131+9.4% | Added |
| Capital CS Group, LLC | 24,723 | $1.10M | 1.05% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 24,750 | $1.10M | 0.65% | +1,818+7.9% | Added |
| Quantinno Capital Management LP | 24,759 | $1.10M | 0.07% | +466+1.9% | Added |
| Focused Wealth Management, Inc | 24,885 | $1.11M | 0.22% | +724+3.0% | Added |
| Rehmann Capital Advisory Group | 24,936 | $1.11M | 0.10% | −419−1.7% | Reduced |
| HBK Sorce Advisory LLC | 24,946 | $1.11M | 0.05% | −35,878−59.0% | Reduced |
| Lee Financial Co | 24,996 | $1.12M | 0.19% | −3,770−13.1% | Reduced |
| Cascade Investment Group, Inc. | 25,094 | $1.12M | 1.10% | −194−0.8% | Reduced |
| LS Investment Advisors, LLC | 25,133 | $1.12M | 0.21% | +24+0.1% | Added |
| Logan Capital Management Inc | 25,228 | $1.13M | 0.05% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 25,333 | $1.13M | 0.17% | −82−0.3% | Reduced |
| Bradley Foster & Sargent Inc | 25,540 | $1.14M | 0.03% | +1,264+5.2% | Added |
| Arlington Partners LLC | 25,567 | $1.14M | 0.16% | +25,567 | New |
| Wealthspire Advisors, LLC | 25,603 | $1.14M | 0.02% | −4,721−15.6% | Reduced |
| Certified Advisory Corp | 25,708 | $1.15M | 0.20% | +1,039+4.2% | Added |
| Close Asset Management Ltd | 25,889 | $1.16M | 0.06% | −340−1.3% | Reduced |
| WealthPLAN Partners, LLC | 26,022 | $1.16M | 0.13% | −12,380−32.2% | Reduced |
| PFG Advisors | 26,044 | $1.16M | 0.10% | −1,968−7.0% | Reduced |
| Transcend Wealth Collective, LLC | 26,111 | $1.17M | 0.12% | −2,235−7.9% | Reduced |
| Ausdal Financial Partners, Inc. | 26,134 | $1.17M | 0.16% | −1,132−4.2% | Reduced |
| AdvisorNet Financial, Inc | 26,153 | $1.17M | 0.11% | −444−1.7% | Reduced |
| Sonora Investment Management Group, LLC | 26,233 | $1.17M | 0.10% | +959+3.8% | Added |
| Invst, LLC | 24,855 | $1.17M | 0.18% | −168−0.7% | Reduced |
| Park National Corp | 26,367 | $1.18M | 0.05% | +2,906+12.4% | Added |
| Welch & Forbes LLC | 26,406 | $1.18M | 0.02% | −26−0.1% | Reduced |
| Greenfield Savings Bank | 26,575 | $1.19M | 0.77% | −1,250−4.5% | Reduced |
| Harbor Capital Advisors, Inc. | 26,645 | $1.19M | 0.34% | +26,645 | New |
| Burns J W & Co Inc | 26,717 | $1.19M | 0.20% | −75−0.3% | Reduced |
| Smith, Moore & Co. | 26,808 | $1.20M | 0.16% | +596+2.3% | Added |
| Narwhal Capital Management | 26,818 | $1.20M | 0.15% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 33,036 | $1.20M | 0.18% | +33,036 | New |
| Wedgewood Investors Inc | 27,037 | $1.21M | 1.58% | +525+2.0% | Added |
| Wagner Wealth Management, LLC | 27,134 | $1.21M | 0.55% | −874−3.1% | Reduced |
| FinTrust Capital Advisors, LLC | 26,693 | $1.22M | 0.30% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 27,363 | $1.22M | 0.08% | +10,736+64.6% | Added |
| Shell Asset Management Co | 27,545 | $1.23M | 0.05% | −142−0.5% | Reduced |
| Telemus Capital, LLC | 27,606 | $1.23M | 0.11% | −2,616−8.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 27,610 | $1.23M | 0.11% | +1,245+4.7% | Added |
| Applied Capital LLC | 27,868 | $1.24M | 1.23% | −588−2.1% | Reduced |
| Keudell/Morrison Wealth Management | 27,971 | $1.25M | 0.37% | +154+0.6% | Added |
| Sumitomo Life Insurance Co | 27,981 | $1.25M | 0.11% | −289−1.0% | Reduced |
| Leavell Investment Management, Inc. | 27,416 | $1.25M | 0.09% | +60+0.2% | Added |
| Integrated Advisors Network LLC | 28,029 | $1.25M | 0.08% | +2,086+8.0% | Added |
| Delta Capital Management LLC | 28,085 | $1.25M | 0.88% | −160−0.6% | Reduced |
| Coastal Investment Advisors, Inc. | 28,179 | $1.26M | 0.31% | −2,426−7.9% | Reduced |
| ETF Managers Group, LLC | 28,229 | $1.26M | 0.04% | −40,704−59.0% | Reduced |
| 3Chopt Investment Partners, LLC | 27,661 | $1.26M | 0.67% | +7,332+36.1% | Added |
| Octavia Wealth Advisors, LLC | 27,671 | $1.26M | 0.28% | −10.0% | Reduced |
| Wesbanco Bank Inc | 28,291 | $1.26M | 0.05% | −674−2.3% | Reduced |
| Paradigm Financial Partners, LLC | 28,295 | $1.26M | 0.34% | +452+1.6% | Added |
| CMG Global Holdings, LLC | 28,466 | $1.27M | 1.15% | +143+0.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 28,662 | $1.28M | 0.77% | +537+1.9% | Added |
| Valicenti Advisory Services Inc | 28,676 | $1.28M | 0.43% | −755−2.6% | Reduced |
| Signaturefd, LLC | 28,955 | $1.29M | 0.04% | −376−1.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 29,041 | $1.30M | 0.12% | +25+0.1% | Added |
| Spire Wealth Management | 29,098 | $1.30M | 0.05% | +5,870+25.3% | Added |
| Dynamic Technology Lab Private Ltd | 29,122 | $1.30M | 0.12% | +29,122 | New |
| Next Level Private LLC | 29,121 | $1.30M | 1.02% | +1,074+3.8% | Added |
| Meeder Advisory Services, Inc. | 29,230 | $1.30M | 0.15% | +3,710+14.5% | Added |
| Moloney Securities Asset Management, LLC | 29,240 | $1.30M | 0.24% | −4,601−13.6% | Reduced |
| Longfellow Investment Management Co LLC | 29,331 | $1.31M | 0.30% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 29,354 | $1.31M | 0.20% | −225−0.8% | Reduced |
| King Luther Capital Management Corp | 29,467 | $1.31M | 0.01% | −336−1.1% | Reduced |
| WP Advisors, LLC | 29,571 | $1.32M | 0.54% | −291−1.0% | Reduced |
| Kowal Investment Group, LLC | 29,643 | $1.32M | 0.37% | +1,229+4.3% | Added |
| Owen LaRue, LLC | 29,338 | $1.33M | 1.44% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 29,881 | $1.33M | 0.33% | +5,013+20.2% | Added |
| First Hawaiian Bank | 30,064 | $1.34M | 0.05% | +3,425+12.9% | Added |
| Flagship Harbor Advisors, LLC | 30,166 | $1.35M | 0.13% | −1,636−5.1% | Reduced |
| Wedbush Securities Inc | 30,229 | $1.35M | 0.07% | +110+0.4% | Added |
| Delta Financial Group, Inc. | 30,482 | $1.36M | 0.53% | −608−2.0% | Reduced |
| Fulton Bank, N.A. | 30,690 | $1.37M | 0.07% | −180−0.6% | Reduced |
| Dudley Capital Management, LLC | 30,704 | $1.37M | 0.96% | +90+0.3% | Added |
| Brandywine Trust Co | 30,814 | $1.37M | 0.37% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 30,926 | $1.38M | 0.13% | +4,638+17.6% | Added |
| Exencial Wealth Advisors, LLC | 30,991 | $1.38M | 0.07% | −3,952−11.3% | Reduced |
| Chelsea Counsel Co | 30,400 | $1.39M | 0.67% | +2,220+7.9% | Added |
| Steel Peak Wealth Management LLC | 30,440 | $1.39M | 0.09% | +4,096+15.5% | Added |
| Rothschild Investment Corp | 31,113 | $1.39M | 0.12% | −174−0.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 31,121 | $1.39M | 0.97% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 31,194 | $1.39M | 0.55% | −1,004−3.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 30,478 | $1.39M | 0.03% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 31,389 | $1.40M | 0.13% | −2,270−6.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 31,495 | $1.41M | 0.16% | +425+1.4% | Added |
| Linden Thomas Advisory Services, LLC | 31,503 | $1.41M | 0.35% | +3,482+12.4% | Added |
| Fortis Capital Advisors, LLC | 31,511 | $1.41M | 0.75% | +24,646+359.0% | Added |