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 |
|---|---|---|---|---|---|
| William Allan, LLC | 4,700 | $209.7K | 0.17% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 4,712 | $210.2K | 0.03% | +138+3.0% | Added |
| Barry Investment Advisors, LLC | 4,714 | $210.4K | 0.07% | +40+0.9% | Added |
| Weaver Consulting Group | 4,724 | $210.8K | 0.10% | +101+2.2% | Added |
| Parkside Advisors LLC | 4,744 | $211.7K | 0.07% | −985−17.2% | Reduced |
| Channel Wealth LLC | 4,748 | $211.9K | 0.14% | +4,748 | New |
| Thompson Siegel & Walmsley LLC | 4,743 | $212.0K | 0.00% | −39−0.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 4,754 | $212.1K | 0.02% | +10.0% | Added |
| Maven Securities LTD | 4,765 | $212.6K | 0.03% | −3,045−39.0% | Reduced |
| Mark Stevens | 4,772 | $212.9K | 0.03% | −274−5.4% | Reduced |
| Family Firm, Inc. | 4,779 | $213.2K | 0.06% | +9+0.2% | Added |
| MV Capital Management, Inc. | 4,789 | $213.7K | 0.03% | +3,903+440.5% | Added |
| Amica Retiree Medical Trust | 4,791 | $214.0K | 0.23% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,800 | $214.2K | 0.02% | +4,800 | New |
| Tarbox Family Office, Inc. | 4,800 | $214.2K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 4,805 | $214.4K | 0.08% | +2,466+105.4% | Added |
| Virginia Wealth Management Group, Inc. | 4,806 | $214.4K | 0.15% | −112−2.3% | Reduced |
| Atwood & Palmer Inc | 4,808 | $214.5K | 0.02% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 4,811 | $214.7K | 0.15% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,816 | $214.8K | 0.04% | −1,014−17.4% | Reduced |
| Detalus Advisors, LLC | 4,817 | $214.9K | 0.10% | +25+0.5% | Added |
| NBW Capital LLC | 4,818 | $215.0K | 0.05% | +411+9.3% | Added |
| BLB&B Advisors, LLC | 4,834 | $215.7K | 0.02% | −74−1.5% | Reduced |
| Buckingham Strategic Partners | 4,842 | $216.1K | 0.01% | −1,878−27.9% | Reduced |
| Vicus Capital | 4,860 | $216.8K | 0.02% | +4,860 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,870 | $217.0K | 0.14% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 4,864 | $217.0K | 0.12% | 00.0% | Unchanged |
| Apexium Financial, LP | 4,867 | $217.2K | 0.02% | −99−2.0% | Reduced |
| AXS Investments LLC | 4,875 | $217.5K | 0.07% | −328−6.3% | Reduced |
| First Citizens Bank & Trust Co | 4,889 | $218.2K | 0.00% | +4,889 | New |
| ZWJ Investment Counsel Inc | 4,913 | $219.2K | 0.01% | +500+11.3% | Added |
| Country Club Bank | 4,929 | $219.3K | 0.02% | −12−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,917 | $219.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,932 | $220.1K | 0.03% | −4−0.1% | Reduced |
| Jag Capital Management, LLC | 4,945 | $220.6K | 0.03% | +4,945 | New |
| Pointe Capital Management LLC | 4,951 | $220.9K | 0.16% | +4,951 | New |
| Kennedy Investment Group | 4,954 | $221.1K | 0.14% | −481−8.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,962 | $221.4K | 0.17% | +243+5.1% | Added |
| SevenBridge Financial Group, LLC | 4,963 | $221.4K | 0.06% | +5+0.1% | Added |
| Icon Wealth Partners, LLC | 4,965 | $221.5K | 0.02% | +4,965 | New |
| Fort Pitt Capital Group, LLC | 4,990 | $222.7K | 0.01% | −67−1.3% | Reduced |
| Element Wealth, LLC | 4,990 | $222.7K | 0.17% | +17+0.3% | Added |
| Greenhouse Wealth Management, LLC | 4,992 | $222.7K | 0.21% | 00.0% | Unchanged |
| GFS Advisors, LLC | 4,992 | $223.0K | 0.05% | +4,992 | New |
| Alta Advisers Ltd | 5,000 | $223.1K | 0.13% | 00.0% | Unchanged |
| Insight Advisors, LLC | 5,022 | $224.1K | 0.05% | −3,188−38.8% | Reduced |
| NWF Advisory Services Inc. | 4,951 | $224.3K | 0.05% | +4,951 | New |
| GSB Wealth Management, LLC | 5,030 | $224.4K | 0.07% | −210−4.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,031 | $224.5K | 0.18% | −271−5.1% | Reduced |
| Day & Ennis, LLC | 5,039 | $224.8K | 0.08% | +61+1.2% | Added |
| Corrigan Financial, Inc. | 5,058 | $225.7K | 0.07% | −19−0.4% | Reduced |
| Prostatis Group LLC | 5,045 | $225.9K | 0.12% | −12−0.2% | Reduced |
| Thompson Davis & Co., Inc. | 5,072 | $226.3K | 0.30% | +5,072 | New |
| BDO Wealth Advisors, LLC | 5,074 | $226.4K | 0.03% | −156−3.0% | Reduced |
| Capital Investment Counsel, Inc | 5,076 | $226.5K | 0.05% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 5,088 | $227.0K | 0.14% | 00.0% | Unchanged |
| Gries Financial LLC | 5,105 | $227.8K | 0.07% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 5,108 | $227.9K | 0.03% | +5,108 | New |
| RKL Wealth Management LLC | 5,108 | $227.9K | 0.03% | −285−5.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,110 | $228.0K | 0.03% | −2,640−34.1% | Reduced |
| Alera Investment Advisors, LLC | 5,125 | $228.7K | 0.05% | +65+1.3% | Added |
| Apeiron RIA LLC | 5,159 | $229.2K | 0.08% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 5,149 | $229.8K | 0.03% | +136+2.7% | Added |
| Bluesphere Advisors, LLC | 5,153 | $229.9K | 0.19% | +60+1.2% | Added |
| Morris Financial Concepts, Inc. | 5,162 | $230.3K | 0.16% | −132−2.5% | Reduced |
| Triumph Capital Management | 5,170 | $230.7K | 0.12% | +5,170 | New |
| Breakwater Capital Group | 5,176 | $231.0K | 0.10% | +96+1.9% | Added |
| Coastal Capital Group, Inc. | 5,187 | $231.4K | 0.05% | +114+2.2% | Added |
| Magnus Financial Group LLC | 5,198 | $231.9K | 0.04% | −74−1.4% | Reduced |
| Abbrea Capital, LLC | 5,091 | $232.0K | 0.04% | −10−0.2% | Reduced |
| Planned Solutions, Inc. | 5,200 | $232.0K | 0.15% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 5,201 | $232.1K | 0.16% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,096 | $232.2K | 0.04% | −310−5.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,207 | $232.4K | 0.06% | −131−2.5% | Reduced |
| CRA Financial Services, LLC | 5,239 | $233.8K | 0.07% | +363+7.4% | Added |
| Waddell & Associates, LLC | 5,259 | $234.7K | 0.04% | +77+1.5% | Added |
| 626 Financial, LLC | 5,260 | $234.7K | 0.16% | +5+0.1% | Added |
| Courier Capital LLC | 5,262 | $234.8K | 0.03% | −75−1.4% | Reduced |
| Curi Capital | 5,265 | $234.9K | 0.03% | −2,859−35.2% | Reduced |
| Johnson Midwest Financial, LLC | 5,266 | $235.0K | 0.34% | +128+2.5% | Added |
| Nadler Financial Group, Inc. | 5,289 | $236.0K | 0.04% | +11+0.2% | Added |
| Carson Advisory Inc. | 5,291 | $236.1K | 0.21% | +204+4.0% | Added |
| Executive Wealth Management, LLC | 5,298 | $236.4K | 0.03% | +5,298 | New |
| LJI Wealth Management, LLC | 5,300 | $236.5K | 0.07% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,308 | $236.8K | 0.04% | +713+15.5% | Added |
| Clarus Wealth Advisors | 5,352 | $237.8K | 0.15% | +5,352 | New |
| Univest Financial Corp | 5,330 | $237.8K | 0.07% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 5,328 | $238.0K | 0.00% | −1,335−20.0% | Reduced |
| Mather Group, LLC. | 5,359 | $239.1K | 0.00% | +530+11.0% | Added |
| Howard Financial Services, Ltd. | 5,379 | $240.0K | 0.06% | +29+0.5% | Added |
| Domani Wealth, LLC | 5,384 | $240.2K | 0.06% | 00.0% | Unchanged |
| Krilogy Financial LLC | 5,390 | $240.5K | 0.02% | −684−11.3% | Reduced |
| Capstone Investment Advisors, LLC | 5,393 | $240.6K | 0.01% | −25,759−82.7% | Reduced |
| Birch Hill Investment Advisors LLC | 5,400 | $240.9K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,432 | $242.4K | 0.06% | −39−0.7% | Reduced |
| Fairfield, Bush & Co. | 5,440 | $242.7K | 0.09% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 5,475 | $244.2K | 0.06% | +444+8.8% | Added |
| Abacus Planning Group, Inc. | 5,492 | $245.0K | 0.06% | +1,089+24.7% | Added |
| Dearborn Partners LLC | 5,495 | $245.2K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,500 | $245.4K | 0.37% | +5,500 | New |