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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 42,389 | $1.90M | 0.46% | +42,389 | New |
| Greenleaf Trust | 42,684 | $1.90M | 0.02% | +2,406+6.0% | Added |
| Kinloch Capital, LLC | 42,895 | $1.91M | 1.12% | −30,309−41.4% | Reduced |
| Alley Investment Management Company, LLC | 43,028 | $1.92M | 0.32% | −150,868−77.8% | Reduced |
| TrimTabs Asset Management, LLC | 43,115 | $1.92M | 1.03% | +5,620+15.0% | Added |
| Spreng Capital Management, Inc. | 43,259 | $1.93M | 1.67% | −3,026−6.5% | Reduced |
| X-Square Capital, LLC | 43,271 | $1.93M | 1.14% | −6,282−12.7% | Reduced |
| KMG Fiduciary Partners, LLC | 43,474 | $1.94M | 0.28% | +37,555+634.5% | Added |
| Confluence Wealth Services, Inc. | 43,580 | $1.94M | 0.45% | −3,708−7.8% | Reduced |
| Redwood Investment Management, LLC | 43,730 | $1.95M | 0.21% | +2,997+7.4% | Added |
| Independence Bank of Kentucky | 43,956 | $1.96M | 0.85% | +750+1.7% | Added |
| Pathstone Family Office, LLC | 45,532 | $1.97M | 0.03% | −19,541−30.0% | Reduced |
| Green Square Capital Advisors LLC | 44,130 | $1.97M | 0.26% | +2,964+7.2% | Added |
| HM Payson & Co | 44,321 | $1.98M | 0.05% | −2,961−6.3% | Reduced |
| North Star Asset Management Inc | 44,367 | $1.98M | 0.12% | −581−1.3% | Reduced |
| Ossiam | 44,533 | $1.99M | 0.04% | +17,331+63.7% | Added |
| Change Path, LLC | 44,685 | $1.99M | 0.10% | +9,340+26.4% | Added |
| Hilltop Holdings Inc. | 44,839 | $2.00M | 0.27% | +1,181+2.7% | Added |
| NBT Bank N A | 44,851 | $2.00M | 0.29% | −120−0.3% | Reduced |
| M Holdings Securities, Inc. | 45,260 | $2.02M | 0.21% | −4,731−9.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 45,286 | $2.02M | 0.63% | +819+1.8% | Added |
| Financial Partners Group, LLC | 45,439 | $2.03M | 1.06% | −422−0.9% | Reduced |
| Proequities, Inc. | 44,524 | $2.03M | 0.16% | +2,007+4.7% | Added |
| EFG Asset Management (Americas) Corp. | 45,545 | $2.03M | 0.49% | +201+0.4% | Added |
| South State Corp. | 46,139 | $2.06M | 0.19% | −2,249−4.6% | Reduced |
| Hartford Financial Management Inc. | 46,149 | $2.06M | 0.53% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 46,259 | $2.06M | 0.12% | −967−2.0% | Reduced |
| Aviance Capital Partners, LLC | 46,546 | $2.08M | 0.46% | +961+2.1% | Added |
| Silvercrest Asset Management Group LLC | 47,005 | $2.10M | 0.02% | −445−0.9% | Reduced |
| Valeo Financial Advisors, LLC | 47,089 | $2.10M | 0.10% | +6,657+16.5% | Added |
| Financial Sense Advisors, Inc. | 47,174 | $2.10M | 0.96% | +5,068+12.0% | Added |
| Buckhead Capital Management LLC | 47,359 | $2.11M | 0.50% | +325+0.7% | Added |
| Prospera Financial Services Inc | 47,519 | $2.12M | 0.09% | −1,240−2.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 47,607 | $2.12M | 0.05% | −590−1.2% | Reduced |
| Doliver Advisors, LP | 48,226 | $2.15M | 0.68% | +2,751+6.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 48,496 | $2.16M | 0.13% | +7,380+17.9% | Added |
| Koshinski Asset Management, Inc. | 48,524 | $2.17M | 0.21% | +223+0.5% | Added |
| Trust Co of Vermont | 48,556 | $2.17M | 0.15% | +3,140+6.9% | Added |
| Stratos Wealth Advisors, LLC | 48,694 | $2.17M | 0.17% | +17,855+57.9% | Added |
| Federation des caisses Desjardins du Quebec | 48,716 | $2.17M | 0.02% | +2,968+6.5% | Added |
| Carnegie Capital Asset Management, LLC | 48,832 | $2.18M | 0.09% | +9,634+24.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 49,123 | $2.19M | 0.03% | +11,555+30.8% | Added |
| HB Wealth Management, LLC | 49,653 | $2.22M | 0.04% | +2,838+6.1% | Added |
| Vestcor Inc | 49,723 | $2.22M | 0.08% | +7,003+16.4% | Added |
| Stonegate Investment Group, LLC | 50,075 | $2.23M | 0.08% | −7,174−12.5% | Reduced |
| Pinnacle Associates Ltd | 50,497 | $2.25M | 0.05% | −4,722−8.6% | Reduced |
| Founders Financial Alliance, LLC | 49,104 | $2.26M | 1.13% | +1,883+4.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,030 | $2.28M | 0.03% | +10,630+26.3% | Added |
| Twin Tree Management, LP | 51,117 | $2.28M | 0.06% | +51,117 | New |
| Stratos Wealth Partners, LTD. | 51,201 | $2.28M | 0.06% | −5,661−10.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 51,334 | $2.29M | 0.25% | +21,779+73.7% | Added |
| Cohen Klingenstein LLC | 51,479 | $2.30M | 0.11% | 00.0% | Unchanged |
| Pitcairn Co | 51,619 | $2.30M | 0.21% | +5,480+11.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 51,752 | $2.31M | 0.27% | −5,887−10.2% | Reduced |
| Clearstead Advisors, LLC | 51,837 | $2.31M | 0.17% | +118+0.2% | Added |
| First Heartland Consultants, Inc. | 52,179 | $2.33M | 0.35% | −758−1.4% | Reduced |
| Virtu Financial LLC | 52,269 | $2.33M | 0.25% | +37,152+245.8% | Added |
| Winning Points Advisors, LLC | 52,409 | $2.34M | 2.82% | −979−1.8% | Reduced |
| Capital Investment Advisory Services, LLC | 52,725 | $2.35M | 0.28% | −1,014−1.9% | Reduced |
| United Capital Financial Advisers, LLC | 52,730 | $2.35M | 0.01% | −10,644−16.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 52,730 | $2.35M | 0.08% | −39,118−42.6% | Reduced |
| Leelyn Smith, LLC | 53,054 | $2.37M | 0.61% | +978+1.9% | Added |
| Parthenon LLC | 53,295 | $2.38M | 0.36% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 53,833 | $2.40M | 0.29% | +4,534+9.2% | Added |
| Ci Investments Inc. | 54,173 | $2.42M | 0.01% | −1,717−3.1% | Reduced |
| Salem Investment Counselors Inc | 53,586 | $2.43M | 0.10% | +2,049+4.0% | Added |
| Deltec Asset Management LLC | 54,547 | $2.43M | 0.60% | −1,315−2.4% | Reduced |
| ProVise Management Group, LLC | 54,629 | $2.44M | 0.23% | +5,125+10.4% | Added |
| Trust Co of Virginia | 54,910 | $2.45M | 0.27% | −55,586−50.3% | Reduced |
| Hunter Associates Investment Management LLC | 55,062 | $2.45M | 0.53% | −9,717−15.0% | Reduced |
| Roundview Capital LLC | 55,198 | $2.46M | 0.26% | +2,789+5.3% | Added |
| Edgar Lomax Co | 55,640 | $2.48M | 0.16% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 55,661 | $2.48M | 0.16% | +18,375+49.3% | Added |
| Dana Investment Advisors, Inc. | 55,912 | $2.49M | 0.13% | −530−0.9% | Reduced |
| Spears Abacus Advisors LLC | 56,130 | $2.50M | 0.22% | −28,211−33.4% | Reduced |
| SeaCrest Wealth Management, LLC | 56,679 | $2.53M | 0.34% | −677−1.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 57,155 | $2.55M | 0.04% | −432−0.8% | Reduced |
| Allworth Financial LP | 57,493 | $2.57M | 0.03% | −60.0% | Reduced |
| Hancock Whitney Corp | 57,795 | $2.58M | 0.10% | −1,251−2.1% | Reduced |
| Hohimer Wealth Management, LLC | 57,791 | $2.58M | 0.75% | +18,689+47.8% | Added |
| Whittier Trust Co of Nevada Inc | 57,902 | $2.58M | 0.09% | −562−1.0% | Reduced |
| Investmark Advisory Group LLC | 57,978 | $2.59M | 1.90% | +2,857+5.2% | Added |
| Ieq Capital, LLC | 58,276 | $2.60M | 0.06% | +17,670+43.5% | Added |
| Marcum Wealth, LLC | 58,378 | $2.60M | 0.33% | −1,653−2.8% | Reduced |
| Integrated Wealth Concepts LLC | 58,379 | $2.60M | 0.05% | +32,681+127.2% | Added |
| Eisler Capital (US) LLC | 58,415 | $2.61M | 1.32% | +58,415 | New |
| Fred Alger Management, LLC | 58,854 | $2.63M | 0.01% | +5,341+10.0% | Added |
| CSS LLC | 59,200 | $2.64M | 0.20% | +10,200+20.8% | Added |
| Ancora Advisors, LLC | 59,487 | $2.65M | 0.08% | +1,187+2.0% | Added |
| Federated Hermes, Inc. | 59,662 | $2.66M | 0.01% | −15,495−20.6% | Reduced |
| Park Avenue Securities LLC | 59,707 | $2.66M | 0.05% | −59,724−50.0% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 59,886 | $2.67M | 2.27% | −1,996−3.2% | Reduced |
| Tiaa, FSB | 60,441 | $2.70M | 0.01% | +704+1.2% | Added |
| Capital Square, LLC | 61,145 | $2.72M | 2.51% | −3,043−4.7% | Reduced |
| Financial Counselors Inc | 61,642 | $2.75M | 0.06% | −2,579−4.0% | Reduced |
| Clark Estates Inc | 61,800 | $2.76M | 0.55% | −12,000−16.3% | Reduced |
| Kovack Advisors, Inc. | 61,850 | $2.76M | 0.38% | +35,083+131.1% | Added |
| Lowe Brockenbrough & Co Inc | 60,761 | $2.77M | 0.22% | +1,393+2.3% | Added |
| Bronte Capital Management Pty Ltd. | 62,166 | $2.77M | 0.32% | −3,317−5.1% | Reduced |
| Verus Financial Partners, Inc. | 60,558 | $2.79M | 0.38% | −89−0.1% | Reduced |