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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 2,662 | $118.8K | 0.01% | +2,662 | New |
| Glassman Wealth Services | 2,692 | $120.1K | 0.02% | −183−6.4% | Reduced |
| First National Bank of South Miami | 2,699 | $120.4K | 0.10% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,705 | $120.7K | 0.01% | +8+0.3% | Added |
| Bogart Wealth, LLC | 2,724 | $121.5K | 0.01% | +154+6.0% | Added |
| Larson Financial Group LLC | 2,731 | $121.9K | 0.01% | +10.0% | Added |
| Buck Wealth Strategies, LLC | 2,833 | $126.4K | 0.06% | +2,833 | New |
| West Oak Capital, LLC | 2,840 | $126.7K | 0.06% | +240+9.2% | Added |
| Sutton Wealth Advisors Inc. | 2,857 | $127.5K | 0.07% | −1,711−37.5% | Reduced |
| Cypress Capital Management LLC (WY) | 2,900 | $129.4K | 0.15% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,950 | $131.6K | 0.11% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $134.0K | 0.01% | −708−19.1% | Reduced |
| Aspire Private Capital, LLC | 3,076 | $137.3K | 0.05% | +34+1.1% | Added |
| Laurel Wealth Advisors LLC | 3,088 | $137.8K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,124 | $139.4K | 0.03% | +3,124 | New |
| Antonetti Capital Management LLC | 3,141 | $140.2K | 0.20% | +340+12.1% | Added |
| JFS Wealth Advisors, LLC | 3,181 | $141.9K | 0.01% | +96+3.1% | Added |
| Paradigm Asset Management Co LLC | 3,200 | $142.8K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,254 | $145.2K | 0.14% | −207−6.0% | Reduced |
| Evermay Wealth Management LLC | 3,216 | $146.2K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 3,324 | $148.3K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,330 | $148.6K | 0.08% | −64−1.9% | Reduced |
| MB, Levis & Associates, LLC | 3,359 | $149.9K | 0.10% | +646+23.8% | Added |
| Capital Advisors, Ltd. LLC | 3,372 | $150.0K | 0.02% | −649−16.1% | Reduced |
| Chilton Capital Management LLC | 3,383 | $150.9K | 0.01% | +3,383 | New |
| American National Bank | 3,390 | $151.3K | 0.03% | −735−17.8% | Reduced |
| Mizuho Securities Co. Ltd. | 3,440 | $153.5K | 0.48% | +2,940+588.0% | Added |
| Acima Private Wealth, LLC | 3,452 | $154.0K | 0.08% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 3,472 | $154.9K | 0.07% | +211+6.5% | Added |
| Evolution Advisers, Inc. | 3,478 | $155.0K | 0.11% | +3+0.1% | Added |
| Worth Asset Management, LLC | 3,480 | $155.3K | 0.12% | −78−2.2% | Reduced |
| Farther Finance Advisors, LLC | 3,484 | $155.5K | 0.05% | +1,705+95.8% | Added |
| Tanglewood Legacy Advisors, LLC | 3,487 | $155.6K | 0.10% | +11+0.3% | Added |
| Foster Dykema Cabot & Co Inc | 3,500 | $156.0K | 0.02% | +3,500 | New |
| Caldwell Sutter Capital, Inc. | 3,527 | $157.4K | 0.11% | +1,417+67.2% | Added |
| Piscataqua Savings Bank | 3,547 | $158.2K | 0.13% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,629 | $161.9K | 0.05% | +1,143+46.0% | Added |
| Dividend Assets Capital, LLC | 3,566 | $163.0K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3,688 | $164.6K | 0.04% | −105−2.8% | Reduced |
| Acropolis Investment Management, LLC | 3,694 | $164.8K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 3,715 | $165.0K | 0.03% | −20,225−84.5% | Reduced |
| Chiron Investment Management, LLC | 3,703 | $165.2K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,628 | $166.8K | 0.05% | +78+2.2% | Added |
| Stonebridge Capital Advisors LLC | 3,743 | $167.0K | 0.02% | −43−1.1% | Reduced |
| Bellevue Asset Management, LLC | 3,771 | $168.3K | 0.11% | +11+0.3% | Added |
| First Command Bank | 3,811 | $170.0K | 0.02% | +200+5.5% | Added |
| First Command Financial Services, Inc. | 3,811 | $170.0K | 0.02% | +200+5.5% | Added |
| Cranbrook Wealth Management, LLC | 3,861 | $172.3K | 0.05% | +12+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 3,887 | $175.0K | 0.14% | +37+1.0% | Added |
| Key Financial Inc | 3,966 | $177.0K | 0.06% | +257+6.9% | Added |
| Carolinas Wealth Consulting LLC | 40,587 | $177.8K | 0.04% | +1,037+2.6% | Added |
| First Financial Corp | 4,069 | $181.5K | 0.11% | −170−4.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,073 | $181.8K | 0.15% | −108−2.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 4,100 | $182.9K | 0.01% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 4,099 | $183.0K | 0.53% | −75−1.8% | Reduced |
| Colonial Trust Co | 4,112 | $183.5K | 0.05% | −159−3.7% | Reduced |
| Horizon Bancorp Inc | 4,150 | $185.0K | 0.12% | −705−14.5% | Reduced |
| Strategic Investment Solutions, Inc. | 4,162 | $185.7K | 0.04% | +4,162 | New |
| Householder Group Estate & Retirement Specialist, LLC | 4,177 | $186.0K | 0.07% | +192+4.8% | Added |
| Adirondack Trust Co | 4,178 | $186.4K | 0.09% | +233+5.9% | Added |
| EverSource Wealth Advisors, LLC | 4,235 | $189.0K | 0.02% | −9−0.2% | Reduced |
| Achmea Investment Management B.V. | 4,256 | $190.0K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 4,348 | $193.9K | 0.06% | −116−2.6% | Reduced |
| New Vernon Capital Holdings II LLC | 4,440 | $198.1K | 0.15% | +40+0.9% | Added |
| RMR Wealth Builders | 4,484 | $200.1K | 0.04% | +4,484 | New |
| DT Investment Partners, LLC | 4,190 | $200.2K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,500 | $200.8K | 0.06% | +7+0.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,502 | $200.9K | 0.07% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 4,529 | $202.0K | 0.00% | −153−3.3% | Reduced |
| SignalPoint Asset Management, LLC | 4,528 | $202.0K | 0.07% | −112−2.4% | Reduced |
| Lifeworks Advisors, LLC | 4,528 | $202.0K | 0.10% | +4,528 | New |
| Chesley Taft & Associates LLC | 4,529 | $202.1K | 0.01% | +4,529 | New |
| Whalerock Point Partners, LLC | 4,533 | $202.3K | 0.08% | +4,533 | New |
| True North Advisors, LLC | 4,533 | $202.3K | 0.06% | +4,533 | New |
| Advisor OS, LLC | 4,537 | $202.4K | 0.05% | −144−3.1% | Reduced |
| Westside Investment Management, Inc. | 4,550 | $203.3K | 0.06% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 4,578 | $204.0K | 0.00% | −896−16.4% | Reduced |
| Vestor Capital, LLC | 4,582 | $204.0K | 0.02% | −187−3.9% | Reduced |
| Sculati Wealth Management, LLC | 4,573 | $204.0K | 0.11% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,575 | $204.1K | 0.07% | +4,575 | New |
| Next Capital Management LLC | 4,576 | $204.2K | 0.10% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,579 | $204.3K | 0.03% | +30+0.7% | Added |
| NinePointTwo Capital | 4,604 | $205.0K | 0.08% | −78−1.7% | Reduced |
| Garde Capital, Inc. | 4,592 | $205.0K | 0.02% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 4,583 | $205.0K | 0.10% | +4,583 | New |
| Baker Boyer National Bank | 4,615 | $205.9K | 0.08% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,617 | $206.0K | 0.10% | +20+0.4% | Added |
| Ingalls & Snyder LLC | 4,608 | $206.0K | 0.01% | −266−5.5% | Reduced |
| Davis R M Inc | 4,611 | $206.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 4,623 | $206.3K | 0.04% | +4,623 | New |
| Wedge Capital Management L L P | 4,625 | $206.4K | 0.00% | +4,625 | New |
| Act Wealth Management, LLC | 4,628 | $206.5K | 0.12% | +41+0.9% | Added |
| Lineweaver Wealth Advisors, LLC | 4,629 | $206.5K | 0.06% | −9,543−67.3% | Reduced |
| Platform Technology Partners | 4,631 | $206.7K | 0.10% | +4,631 | New |
| Hudson Valley Investment Advisors Inc | 4,643 | $207.2K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,645 | $207.2K | 0.03% | −451−8.9% | Reduced |
| High Net Worth Advisory Group LLC | 4,649 | $207.4K | 0.08% | −225−4.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,665 | $208.2K | 0.02% | −371−7.4% | Reduced |
| Mechanics Financial Corp | 4,665 | $208.2K | 0.12% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,685 | $209.0K | 0.04% | −2,355−33.5% | Reduced |