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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 97,975 | $4.37M | 0.34% | −14,827−13.1% | Reduced |
| LVW Advisors, LLC | 98,854 | $4.41M | 0.88% | +2,627+2.7% | Added |
| KWMG, LLC | 98,877 | $4.41M | 0.60% | +3,398+3.6% | Added |
| Fluent Financial, LLC | 100,429 | $4.48M | 3.07% | +6,516+6.9% | Added |
| Umb Bank N A | 100,653 | $4.49M | 0.07% | −3,639−3.5% | Reduced |
| Butensky & Cohen Financial Security, Inc | 101,805 | $4.54M | 1.64% | +1,320+1.3% | Added |
| Ar Asset Management Inc | 103,626 | $4.62M | 1.24% | 00.0% | Unchanged |
| Beacon Financial Group | 106,295 | $4.73M | 0.66% | −2,846−2.6% | Reduced |
| Massmutual Trust Co FSB | 106,033 | $4.73M | 0.18% | +2,016+1.9% | Added |
| Motco | 106,048 | $4.73M | 0.32% | +1,660+1.6% | Added |
| Hutner Capital Management Inc | 106,160 | $4.74M | 2.88% | −486−0.5% | Reduced |
| Grassi Investment Management | 107,386 | $4.79M | 0.59% | −1,000−0.9% | Reduced |
| Venture Visionary Partners LLC | 107,420 | $4.79M | 0.30% | +9,906+10.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 107,497 | $4.80M | 2.51% | +11,130+11.5% | Added |
| National Asset Management, Inc. | 105,625 | $4.80M | 0.13% | −8,937−7.8% | Reduced |
| Rafferty Asset Management, LLC | 107,985 | $4.82M | 0.03% | +7,800+7.8% | Added |
| Salomon & Ludwin, LLC | 108,754 | $4.85M | 0.58% | +180.0% | Added |
| Symphony Financial, Ltd. Co. | 110,795 | $4.93M | 1.28% | +7,379+7.1% | Added |
| M&G Investment Management Ltd | 109,953 | $4.95M | 0.03% | +19,823+22.0% | Added |
| Toroso Investments, LLC | 111,908 | $4.99M | 0.16% | +13,453+13.7% | Added |
| Sage Capital Advisors,llc | 111,970 | $5.00M | 1.90% | +9,770+9.6% | Added |
| Fifth Third Bancorp | 113,135 | $5.05M | 0.02% | −12,926−10.3% | Reduced |
| Keystone Financial Planning, Inc. | 113,457 | $5.06M | 1.72% | −268−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 113,662 | $5.07M | 0.08% | +806+0.7% | Added |
| Boyer & Corporon Wealth Management, LLC | 114,430 | $5.11M | 1.62% | +3,074+2.8% | Added |
| Principal Street Partners, LLC | 114,541 | $5.11M | 1.29% | +2,633+2.4% | Added |
| Callodine Capital Management, LP | 115,000 | $5.13M | 1.51% | −45,000−28.1% | Reduced |
| Winton Group Ltd | 115,303 | $5.14M | 0.31% | +9,450+8.9% | Added |
| D. E. Shaw & Co., Inc. | 115,987 | $5.18M | 0.01% | −6,224−5.1% | Reduced |
| Louisiana State Employees Retirement System | 116,100 | $5.18M | 0.13% | +300+0.3% | Added |
| Peapack Gladstone Financial Corp | 114,696 | $5.20M | 0.10% | −5,485−4.6% | Reduced |
| Norinchukin Bank, The | 117,047 | $5.22M | 0.10% | +3,163+2.8% | Added |
| Howe & Rusling Inc | 117,666 | $5.25M | 0.63% | +1,350+1.2% | Added |
| KBC Group NV | 117,852 | $5.26M | 0.02% | +7,930+7.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 118,082 | $5.27M | 1.84% | −9,384−7.4% | Reduced |
| Kingsview Wealth Management, LLC | 118,617 | $5.29M | 0.22% | +2,787+2.4% | Added |
| Clifford Swan Investment Counsel LLC | 118,668 | $5.29M | 0.22% | −530−0.4% | Reduced |
| Banque Cantonale Vaudoise | 119,338 | $5.33M | 0.26% | −1,565−1.3% | Reduced |
| Nomura Holdings Inc | 120,027 | $5.36M | 0.05% | −4,457−3.6% | Reduced |
| Claybrook Capital, LLC | 120,458 | $5.37M | 3.00% | +10,265+9.3% | Added |
| Regions Financial Corp | 120,772 | $5.39M | 0.05% | −2,574−2.1% | Reduced |
| Johnson Financial Group, Inc. | 120,957 | $5.43M | 0.39% | +13,337+12.4% | Added |
| Investment Management Associates Inc | 121,767 | $5.43M | 2.24% | −55,338−31.2% | Reduced |
| Atria Investments LLC | 123,084 | $5.49M | 0.10% | +5,727+4.9% | Added |
| Windle Wealth, LLC | 123,510 | $5.51M | 4.09% | +2,559+2.1% | Added |
| Independent Advisor Alliance | 124,320 | $5.55M | 0.27% | +5,258+4.4% | Added |
| Beacon Pointe Advisors, LLC | 125,203 | $5.59M | 0.10% | +33,296+36.2% | Added |
| Hennessy Advisors Inc | 125,500 | $5.60M | 0.41% | +12,700+11.3% | Added |
| Capital Management Corp | 126,265 | $5.63M | 1.29% | +1,865+1.5% | Added |
| Cubist Systematic Strategies, LLC | 126,545 | $5.65M | 0.05% | +47,884+60.9% | Added |
| WBI Investments | 126,972 | $5.67M | 1.13% | +45,944+56.7% | Added |
| CWM, LLC | 127,560 | $5.69M | 0.04% | +28,273+28.5% | Added |
| Avantax Advisory Services, Inc. | 129,533 | $5.78M | 0.07% | +9,579+8.0% | Added |
| Crossmark Global Holdings, Inc. | 129,589 | $5.78M | 0.14% | +5,072+4.1% | Added |
| LVM Capital Management Ltd | 130,349 | $5.82M | 0.81% | +3,310+2.6% | Added |
| Engineers Gate Manager LP | 131,287 | $5.86M | 0.24% | +113,857+653.2% | Added |
| Hyman Charles D | 132,021 | $5.89M | 0.39% | −3,983−2.9% | Reduced |
| CWA Asset Management Group, LLC | 132,083 | $5.89M | 0.44% | −63,550−32.5% | Reduced |
| Aptus Capital Advisors, LLC | 132,085 | $5.90M | 0.17% | −9,213−6.5% | Reduced |
| Capital Group Private Client Services, Inc. | 137,328 | $6.13M | 0.08% | −14,293−9.4% | Reduced |
| NorthRock Partners, LLC | 137,584 | $6.14M | 0.65% | −3,392−2.4% | Reduced |
| Atria Wealth Solutions, Inc. | 137,507 | $6.15M | 0.09% | −5,986−4.2% | Reduced |
| Daiwa Securities Group Inc. | 138,314 | $6.17M | 0.04% | −78,753−36.3% | Reduced |
| Greylin Investment Mangement Inc | 138,916 | $6.20M | 1.13% | +1,716+1.3% | Added |
| Quadrature Capital Ltd | 139,383 | $6.22M | 0.17% | +121,272+669.6% | Added |
| Whittier Trust Co | 139,872 | $6.24M | 0.11% | +261+0.2% | Added |
| Kennon-Green & Company, LLC | 140,187 | $6.26M | 5.92% | −9,665−6.4% | Reduced |
| Central Trust Co | 140,655 | $6.28M | 0.18% | +913+0.7% | Added |
| Kentucky Retirement Systems | 141,177 | $6.30M | 0.23% | −406−0.3% | Reduced |
| Maryland State Retirement & Pension System | 141,935 | $6.33M | 0.14% | +1,346+1.0% | Added |
| Capula Management Ltd | 143,605 | $6.41M | 0.56% | +124,275+642.9% | Added |
| HighTower Trust Services, LTA | 138,469 | $6.45M | 0.63% | +5,544+4.2% | Added |
| Great Valley Advisor Group, Inc. | 144,930 | $6.47M | 0.30% | −21,940−13.1% | Reduced |
| Stony Point Wealth Management Inc. | 145,764 | $6.50M | 3.38% | −1,921−1.3% | Reduced |
| Keating Investment Counselors Inc | 147,473 | $6.58M | 2.49% | +5,890+4.2% | Added |
| Sigma Planning Corp | 148,450 | $6.62M | 0.22% | −2,562−1.7% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 148,506 | $6.63M | 1.47% | −3,673−2.4% | Reduced |
| IFP Advisors, Inc | 93,488 | $6.67M | 0.32% | −53,920−36.6% | Reduced |
| Securian Asset Management, Inc | 149,697 | $6.68M | 0.18% | +194+0.1% | Added |
| Insight Folios Inc | 151,161 | $6.74M | 2.99% | +5,820+4.0% | Added |
| Hartford Investment Management Co | 152,749 | $6.82M | 0.23% | +21,198+16.1% | Added |
| Bard Financial Services, Inc. | 153,067 | $6.83M | 0.55% | +4,800+3.2% | Added |
| Valley National Advisers Inc | 147,080 | $6.87M | 1.21% | −2,386−1.6% | Reduced |
| Private Advisor Group, LLC | 154,033 | $6.87M | 0.07% | −4,466−2.8% | Reduced |
| Visionary Wealth Advisors | 155,454 | $6.94M | 0.59% | +11,623+8.1% | Added |
| Sather Financial Group Inc | 155,600 | $6.94M | 0.60% | 00.0% | Unchanged |
| Auxier Asset Management | 159,866 | $7.13M | 1.23% | −255−0.2% | Reduced |
| British Columbia Investment Management Corp | 160,248 | $7.15M | 0.07% | +447+0.3% | Added |
| Walleye Trading LLC | 160,288 | $7.15M | 0.25% | −59,936−27.2% | Reduced |
| Old National Bancorp | 160,992 | $7.18M | 0.22% | +8,050+5.3% | Added |
| Bokf, NA | 161,609 | $7.21M | 0.15% | −38,431−19.2% | Reduced |
| Kestra Private Wealth Services, LLC | 162,618 | $7.26M | 0.29% | +21,952+15.6% | Added |
| GWM Advisors LLC | 161,314 | $7.26M | 0.09% | +4,048+2.6% | Added |
| Janus Henderson Group PLC | 163,932 | $7.31M | 0.00% | +1,217+0.7% | Added |
| Holocene Advisors, LP | 165,016 | $7.36M | 0.04% | +102,423+163.6% | Added |
| Greystone Financial Group, LLC | 165,526 | $7.39M | 1.86% | +165,526 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 167,179 | $7.46M | 0.13% | +6,869+4.3% | Added |
| Wealthfront Advisers LLC | 171,051 | $7.63M | 0.03% | −8,176−4.6% | Reduced |
| Keybank National Association | 171,729 | $7.66M | 0.04% | −1,307−0.8% | Reduced |
| Ritholtz Wealth Management | 174,012 | $7.76M | 0.39% | +121,599+232.0% | Added |