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
- 1,877
- +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
- 815 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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 703 | $31.4K | 0.01% | −8,910−92.7% | Reduced |
| NewSquare Capital LLC | 731 | $32.6K | 0.00% | +443+153.8% | Added |
| Tilia Fiduciary Partners, Inc. | 754 | $33.7K | 0.03% | +7+0.9% | Added |
| Meeder Asset Management Inc | 789 | $35.2K | 0.00% | +789 | New |
| Winch Advisory Services, LLC | 813 | $36.0K | 0.01% | +8+1.0% | Added |
| Intelligent Financial Strategies | 800 | $36.4K | 0.03% | 00.0% | Unchanged |
| Newton One Investments LLC | 847 | $37.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 867 | $38.7K | 0.02% | +718+481.9% | Added |
| Covestor Ltd | 893 | $40.0K | 0.03% | +85+10.5% | Added |
| Providence Capital Advisors, LLC | 909 | $40.6K | 0.01% | +311+52.0% | Added |
| Ulland Investment Advisors, LLC | 912 | $41.0K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 929 | $41.4K | 0.01% | +929 | New |
| Global Financial Private Client, LLC | 928 | $41.8K | 0.02% | +379+69.0% | Added |
| Earnest Partners LLC | 940 | $41.9K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 938 | $42.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 972 | $43.4K | 0.04% | +16+1.7% | Added |
| True Wealth Design, LLC | 985 | $44.0K | 0.02% | +830+535.5% | Added |
| Missouri Trust & Investment Co | 1,000 | $44.6K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $44.6K | 0.02% | +150+17.6% | Added |
| Ritter Daniher Financial Advisory LLC | 1,000 | $44.6K | 0.02% | +500+100.0% | Added |
| RFP Financial Group LLC | 1,025 | $45.7K | 0.05% | −5,744−84.9% | Reduced |
| SOA Wealth Advisors, LLC. | 1,037 | $46.3K | 0.01% | +8+0.8% | Added |
| Cornerstone Management, Inc. | 1,051 | $46.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,053 | $47.0K | 0.00% | −97−8.4% | Reduced |
| Disciplined Investments, LLC | 1,075 | $48.0K | 0.02% | +6+0.6% | Added |
| Mendota Financial Group, LLC | 935 | $48.9K | 0.05% | +670+252.8% | Added |
| Sawyer & Company, Inc | 1,100 | $49.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,117 | $49.8K | 0.01% | +40+3.7% | Added |
| Boyd Watterson Asset Management LLC | 1,142 | $51.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 1,146 | $51.0K | 0.04% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,170 | $52.2K | 0.02% | −10−0.8% | Reduced |
| Baystate Wealth Management LLC | 1,177 | $52.6K | 0.00% | +121+11.5% | Added |
| Halpern Financial, Inc. | 1,180 | $52.7K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 1,190 | $53.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,202 | $53.0K | 0.05% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,190 | $53.1K | 0.02% | +224+23.2% | Added |
| Investment Research & Advisory Group, Inc. | 1,197 | $53.4K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,200 | $53.5K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 1,200 | $53.5K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,202 | $54.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,215 | $54.2K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,220 | $54.4K | 0.04% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,220 | $54.4K | 0.09% | +947+346.9% | Added |
| Core Alternative Capital | 1,226 | $54.7K | 0.01% | +854+229.6% | Added |
| Kozak & Associates, Inc. | 1,300 | $58.0K | 0.03% | +26+2.0% | Added |
| Costello Asset Management, INC | 1,300 | $58.0K | 0.06% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,309 | $58.4K | 0.02% | +1,309 | New |
| Norwood Financial Corp | 1,310 | $58.4K | 0.09% | 00.0% | Unchanged |
| First Community Trust NA | 1,330 | $59.3K | 0.07% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,340 | $60.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,364 | $60.9K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,360 | $61.0K | 0.05% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 1,372 | $61.2K | 0.09% | +1,372 | New |
| Clearview Wealth Advisors LLC | 1,393 | $62.2K | 0.06% | −121−8.0% | Reduced |
| Timber Creek Capital Management LLC | 1,440 | $64.3K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,430 | $65.2K | 0.01% | +300+26.5% | Added |
| Thompson Investment Management, Inc. | 1,464 | $65.3K | 0.01% | +1,464 | New |
| Islay Capital Management, LLC | 1,479 | $66.0K | 0.06% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,484 | $66.2K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,511 | $67.4K | 0.01% | +30+2.0% | Added |
| Pathway Financial Advisers, LLC | 1,542 | $68.8K | 0.03% | +162+11.7% | Added |
| Cowen Prime Advisors LLC | 1,500 | $71.0K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 1,603 | $73.0K | 0.02% | −47−2.8% | Reduced |
| S.A. Mason LLC | 1,650 | $73.6K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,600 | $74.3K | 0.08% | 00.0% | Unchanged |
| Lansing Street Advisors | 1,689 | $75.4K | 0.05% | +31+1.9% | Added |
| Barrett & Company, Inc. | 1,697 | $75.7K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,701 | $75.9K | 0.03% | +522+44.3% | Added |
| 25 LLC | 1,654 | $77.1K | 0.05% | +1,654 | New |
| Pacific Center for Financial Services | 1,732 | $77.3K | 0.03% | +1,732 | New |
| AdvisorShares Investments LLC | 1,750 | $78.1K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,780 | $79.0K | 0.02% | −1,248−41.2% | Reduced |
| Bell Investment Advisors, Inc | 1,774 | $79.2K | 0.02% | +219+14.1% | Added |
| Albion Financial Group | 1,827 | $81.5K | 0.01% | +8+0.4% | Added |
| Kelly Lawrence W & Associates Inc | 1,856 | $82.8K | 0.02% | +1,456+364.0% | Added |
| Itau Unibanco Holding S.A. | 1,911 | $85.3K | 0.00% | −1,865−49.4% | Reduced |
| Rock Creek Group, LP | 1,976 | $88.2K | 0.01% | −873−30.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,991 | $88.8K | 0.03% | −97−4.6% | Reduced |
| Highlander Capital Management, LLC | 1,995 | $89.0K | 0.04% | −50−2.4% | Reduced |
| Accel Wealth Management | 1,996 | $89.1K | 0.04% | +10+0.5% | Added |
| Fortis Advisors, LLC | 2,034 | $90.8K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,131 | $95.1K | 0.01% | +18+0.9% | Added |
| BerganKDV Wealth Management, LLC | 2,191 | $97.8K | 0.01% | +411+23.1% | Added |
| Rosenberg Matthew Hamilton | 2,201 | $98.2K | 0.03% | +2+0.1% | Added |
| Kelly Financial Services LLC | 2,210 | $98.6K | 0.05% | +164+8.0% | Added |
| Bank of New Hampshire | 2,320 | $103.5K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,332 | $104.1K | 0.02% | −106−4.3% | Reduced |
| Atticus Wealth Management, LLC | 2,359 | $105.3K | 0.04% | +327+16.1% | Added |
| Field & Main Bank | 2,400 | $107.1K | 0.06% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,463 | $109.9K | 0.00% | −123,037−98.0% | Reduced |
| New Hampshire Trust | 2,464 | $109.9K | 0.03% | −355−12.6% | Reduced |
| Roble, Belko & Company, Inc | 2,485 | $111.0K | 0.02% | −456−15.5% | Reduced |
| General Partner, Inc. | 2,508 | $111.9K | 0.10% | −1,252−33.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,520 | $112.0K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,526 | $112.7K | 0.02% | +26+1.0% | Added |
| Pin Oak Investment Advisors Inc | 2,550 | $114.0K | 0.14% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,561 | $114.3K | 0.06% | +74+3.0% | Added |
| AlphaMark Advisors, LLC | 2,618 | $117.0K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,655 | $118.5K | 0.04% | −312−10.5% | Reduced |
| Riverview Trust Co | 2,655 | $118.5K | 0.11% | 00.0% | Unchanged |