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 |
|---|---|---|---|---|---|
| Berkshire Asset Management LLC | 31,650 | $1.41M | 0.09% | −4,141−11.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,670 | $1.41M | 0.06% | +5,627+21.6% | Added |
| Bessemer Group Inc | 31,901 | $1.42M | 0.00% | −4,230−11.7% | Reduced |
| Botty Investors LLC | 31,267 | $1.42M | 0.62% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 31,947 | $1.43M | 0.16% | +22,028+222.1% | Added |
| Valmark Advisers, Inc. | 32,035 | $1.43M | 0.03% | +18+0.1% | Added |
| Tower Research Capital LLC (TRC) | 32,214 | $1.44M | 0.05% | −6,144−16.0% | Reduced |
| Parallel Advisors, LLC | 32,227 | $1.44M | 0.05% | +8,538+36.0% | Added |
| Inceptionr LLC | 32,245 | $1.44M | 0.46% | +32,245 | New |
| Range Financial Group LLC | 32,546 | $1.45M | 0.95% | +4,387+15.6% | Added |
| Tokio Marine Asset Management Co Ltd | 32,652 | $1.46M | 0.10% | +4,093+14.3% | Added |
| SG Americas Securities, LLC | 32,705 | $1.46M | 0.02% | +28,576+692.1% | Added |
| Lynch & Associates | 32,725 | $1.46M | 0.38% | −111−0.3% | Reduced |
| Ziegler Capital Management, LLC | 32,718 | $1.46M | 0.06% | −140−0.4% | Reduced |
| Marino, Stram & Associates LLC | 32,882 | $1.47M | 0.44% | +495+1.5% | Added |
| Private Portfolio Partners LLC | 33,116 | $1.48M | 0.40% | −842−2.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 33,168 | $1.48M | 0.06% | +1,431+4.5% | Added |
| Traverso Chambers Private Wealth Management, LLC | 33,225 | $1.48M | 0.41% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 33,244 | $1.48M | 0.15% | −3,443−9.4% | Reduced |
| Axxcess Wealth Management, LLC | 33,518 | $1.50M | 0.12% | −62,759−65.2% | Reduced |
| Bollard Group LLC | 33,546 | $1.50M | 0.05% | +342+1.0% | Added |
| Algert Global LLC | 33,683 | $1.50M | 0.07% | +14,602+76.5% | Added |
| Geneos Wealth Management Inc. | 33,708 | $1.50M | 0.09% | −6,163−15.5% | Reduced |
| Crawford Investment Counsel Inc | 33,867 | $1.51M | 0.03% | −7,251−17.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,913 | $1.51M | 0.01% | −135,443−80.0% | Reduced |
| Csenge Advisory Group | 33,917 | $1.51M | 0.11% | −105−0.3% | Reduced |
| Quantitative Investment Management, LLC | 34,234 | $1.53M | 0.32% | +27,390+400.2% | Added |
| Griffin Asset Management, Inc. | 34,270 | $1.53M | 0.21% | +345+1.0% | Added |
| Accurate Wealth Management, LLC | 34,858 | $1.55M | 0.53% | +13,062+59.9% | Added |
| Elevated Capital Advisors, LLC | 34,798 | $1.55M | 0.56% | +433+1.3% | Added |
| FineMark National Bank & Trust | 35,012 | $1.56M | 0.07% | −788−2.2% | Reduced |
| Caldwell Trust Co | 35,088 | $1.57M | 0.22% | −817−2.3% | Reduced |
| Moors & Cabot, Inc. | 35,107 | $1.57M | 0.11% | −807−2.2% | Reduced |
| J.W. Cole Advisors, Inc. | 35,132 | $1.57M | 0.11% | +3,309+10.4% | Added |
| Convergence Investment Partners, LLC | 35,157 | $1.57M | 0.92% | +11,385+47.9% | Added |
| We Are One Seven, LLC | 35,363 | $1.58M | 0.10% | −340−1.0% | Reduced |
| First Foundation Advisors | 35,679 | $1.59M | 0.07% | −4,349−10.9% | Reduced |
| Northeast Financial Consultants Inc | 35,914 | $1.60M | 0.10% | −2,308−6.0% | Reduced |
| Poehling Capital Management, LLC | 35,919 | $1.60M | 0.54% | −130.0% | Reduced |
| Manhattan West Asset Management, LLC | 36,023 | $1.61M | 0.70% | +6,388+21.6% | Added |
| Harbour Investments, Inc. | 36,165 | $1.61M | 0.09% | +6,520+22.0% | Added |
| Wolverine Trading, LLC | 36,441 | $1.62M | 0.05% | +36,441 | New |
| Essex Financial Services, Inc. | 36,357 | $1.62M | 0.17% | +1,799+5.2% | Added |
| Intercontinental Wealth Advisors, LLC | 36,363 | $1.62M | 0.41% | −123−0.3% | Reduced |
| Kavar Capital Partners Group, LLC | 36,447 | $1.63M | 0.35% | +750+2.1% | Added |
| Weinberger Asset Management, Inc | 36,483 | $1.63M | 0.95% | +497+1.4% | Added |
| Cornerstone Wealth Management, LLC | 36,568 | $1.63M | 0.16% | +36,568 | New |
| Stolper Co | 36,687 | $1.64M | 0.70% | +5,766+18.6% | Added |
| DuPont Capital Management Corp | 36,989 | $1.65M | 0.08% | +8,713+30.8% | Added |
| Pensionfund Sabic | 37,000 | $1.65M | 0.57% | −4,000−9.8% | Reduced |
| IHT Wealth Management, LLC | 37,096 | $1.66M | 0.09% | +40.0% | Added |
| First City Capital Management, Inc. | 34,965 | $1.66M | 0.97% | +1,141+3.4% | Added |
| Loudon Investment Management, LLC | 37,244 | $1.66M | 1.15% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 37,279 | $1.66M | 0.04% | +407+1.1% | Added |
| Vontobel Holding Ltd. | 37,290 | $1.66M | 0.02% | +5,801+18.4% | Added |
| ICA Group Wealth Management, LLC | 37,328 | $1.67M | 0.40% | +1,429+4.0% | Added |
| Washington Trust Bank | 37,427 | $1.67M | 0.18% | −43−0.1% | Reduced |
| Savant Capital, LLC | 37,459 | $1.67M | 0.03% | +3,396+10.0% | Added |
| Independent Solutions Wealth Management, LLC | 37,465 | $1.67M | 0.49% | +1,605+4.5% | Added |
| Richard Bernstein Advisors LLC | 37,528 | $1.67M | 0.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 37,586 | $1.68M | 0.90% | −2,600−6.5% | Reduced |
| Fisher Asset Management, LLC | 37,624 | $1.68M | 0.00% | −6,635−15.0% | Reduced |
| Western Wealth Management, LLC | 37,724 | $1.68M | 0.16% | +4,790+14.5% | Added |
| Boston Private Wealth LLC | 37,739 | $1.68M | 0.02% | +2,137+6.0% | Added |
| Means Investment Co., Inc. | 37,776 | $1.69M | 0.30% | −1,106−2.8% | Reduced |
| RIA Advisory Group LLC | 37,816 | $1.69M | 0.78% | +14,962+65.5% | Added |
| NewEdge Wealth, LLC | 37,948 | $1.69M | 0.06% | +1,151+3.1% | Added |
| Coldstream Capital Management Inc | 38,264 | $1.71M | 0.06% | −1,525−3.8% | Reduced |
| Simmons Bank | 38,381 | $1.71M | 0.15% | −4,863−11.2% | Reduced |
| HAP Trading, LLC | 38,518 | $1.72M | 0.42% | +38,518 | New |
| Private Trust Co NA | 38,850 | $1.73M | 0.24% | −73−0.2% | Reduced |
| Verus Capital Partners, LLC | 39,171 | $1.75M | 0.27% | +4,628+13.4% | Added |
| Welch Group, LLC | 39,221 | $1.75M | 0.10% | −345−0.9% | Reduced |
| BBR Partners, LLC | 39,267 | $1.75M | 0.20% | +124+0.3% | Added |
| Boothbay Fund Management, LLC | 39,291 | $1.75M | 0.05% | +33,962+637.3% | Added |
| Affinity Investment Advisors, LLC | 39,431 | $1.76M | 0.94% | −7,889−16.7% | Reduced |
| Independent Financial Group, LLC | 39,532 | $1.76M | 0.14% | +1,714+4.5% | Added |
| Balentine LLC | 39,651 | $1.77M | 0.06% | −3,715−8.6% | Reduced |
| Teza Capital Management LLC | 39,717 | $1.77M | 0.38% | +24,935+168.7% | Added |
| Horizon Kinetics Asset Management LLC | 39,782 | $1.78M | 0.03% | +550+1.4% | Added |
| Amica Mutual Insurance Co | 39,899 | $1.78M | 0.20% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 40,000 | $1.78M | 1.44% | 00.0% | Unchanged |
| Cullinan Associates Inc | 40,011 | $1.79M | 0.10% | +4,361+12.2% | Added |
| Sunbelt Securities, Inc. | 40,328 | $1.79M | 0.29% | +4,694+13.2% | Added |
| Centaurus Financial, Inc. | 40,239 | $1.79M | 0.14% | +2,171+5.7% | Added |
| Bleakley Financial Group, LLC | 40,461 | $1.81M | 0.06% | +3,629+9.9% | Added |
| Wright Investors Service Inc | 40,494 | $1.81M | 0.51% | −12,444−23.5% | Reduced |
| Ameritas Advisory Services, LLC | 39,589 | $1.81M | 0.09% | −13,843−25.9% | Reduced |
| Disciplined Equity Management, Inc. | 40,835 | $1.82M | 1.54% | +30+0.1% | Added |
| Nations Financial Group Inc, | 40,892 | $1.82M | 0.19% | +1,467+3.7% | Added |
| Howard Capital Management Group, LLC | 41,184 | $1.84M | 0.19% | +2,615+6.8% | Added |
| Wetherby Asset Management Inc | 41,347 | $1.84M | 0.11% | +3,892+10.4% | Added |
| Sound View Wealth Advisors Group, LLC | 41,444 | $1.85M | 0.25% | −35,823−46.4% | Reduced |
| OmniStar Financial Group, Inc. | 41,453 | $1.85M | 2.35% | −2,872−6.5% | Reduced |
| Hayek Kallen Investment Management | 41,988 | $1.87M | 0.85% | −484−1.1% | Reduced |
| Westpac Banking Corp | 42,110 | $1.88M | 0.03% | +6,552+18.4% | Added |
| Perpetual Ltd | 42,110 | $1.88M | 0.02% | +42,110 | New |
| RSM US Wealth Management LLC | 42,118 | $1.88M | 0.07% | +8,082+23.7% | Added |
| Ellenbecker Investment Group | 42,143 | $1.88M | 0.51% | −477−1.1% | Reduced |
| Moody National Bank Trust Division | 42,237 | $1.88M | 0.16% | +113+0.3% | Added |