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 |
|---|---|---|---|---|---|
| Carlson Capital Management | 5,521 | $246.4K | 0.02% | −246−4.3% | Reduced |
| MQS Management LLC | 5,524 | $246.5K | 0.16% | −6,608−54.5% | Reduced |
| Bremer Bank National Association | 5,540 | $247.2K | 0.05% | −165−2.9% | Reduced |
| Guardian Financial Partners, LLC | 5,566 | $248.3K | 0.25% | +5,566 | New |
| L2 Asset Management, LLC | 5,570 | $248.5K | 0.15% | −6,766−54.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,571 | $248.6K | 0.00% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 5,581 | $249.0K | 0.08% | −485−8.0% | Reduced |
| Smith Anglin Financial, LLC | 5,587 | $249.3K | 0.04% | +81+1.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,589 | $249.4K | 0.02% | −75−1.3% | Reduced |
| Bienville Capital Management, LLC | 5,500 | $250.6K | 0.10% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 5,630 | $251.2K | 0.29% | −690−10.9% | Reduced |
| Northstar Group, Inc. | 5,634 | $251.4K | 0.06% | −800−12.4% | Reduced |
| Alterity Financial Group, LLC | 5,638 | $251.6K | 0.37% | −200−3.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,650 | $252.1K | 0.09% | −718−11.3% | Reduced |
| Old North State Trust, LLC | 5,671 | $253.0K | 0.18% | −68−1.2% | Reduced |
| STAR Financial Bank | 5,676 | $253.3K | 0.25% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,668 | $253.7K | 0.03% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,568 | $253.7K | 0.02% | +691+14.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 5,683 | $254.0K | 0.04% | +375+7.1% | Added |
| American Institute for Advanced Investment Management, LLP | 5,735 | $255.9K | 0.27% | 00.0% | Unchanged |
| City Holding Co | 5,743 | $256.2K | 0.05% | +125+2.2% | Added |
| Connable Office Inc | 5,746 | $256.4K | 0.04% | −915−13.7% | Reduced |
| Sittner & Nelson, LLC | 5,767 | $257.3K | 0.15% | +55+1.0% | Added |
| Steward Financial Group LLC | 5,788 | $258.0K | 0.09% | −11−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 5,797 | $258.0K | 0.04% | +172+3.1% | Added |
| Aberdeen Wealth Management LLC | 5,785 | $258.1K | 0.19% | 00.0% | Unchanged |
| M. Kraus & Co | 5,786 | $258.2K | 0.09% | 00.0% | Unchanged |
| Cowa, LLC | 5,797 | $258.7K | 0.21% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 5,800 | $258.8K | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 5,802 | $258.9K | 0.04% | −1,133−16.3% | Reduced |
| 1st Source Bank | 5,802 | $258.9K | 0.02% | −185−3.1% | Reduced |
| Atlantic Trust, LLC | 5,804 | $259.0K | 0.08% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,805 | $259.0K | 0.03% | +163+2.9% | Added |
| Well Done, LLC | 5,812 | $259.3K | 0.06% | +769+15.2% | Added |
| Kornitzer Capital Management Inc | 5,841 | $260.6K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,842 | $260.7K | 0.05% | +603+11.5% | Added |
| Bank Hapoalim BM | 5,855 | $261.0K | 0.04% | −4,965−45.9% | Reduced |
| Ellerson Group Inc | 5,850 | $261.0K | 0.28% | −1,375−19.0% | Reduced |
| Journey Advisory Group, LLC | 5,851 | $261.1K | 0.04% | −85−1.4% | Reduced |
| Zullo Investment Group, Inc. | 5,860 | $261.5K | 0.16% | +368+6.7% | Added |
| WealthShield Partners, LLC | 5,753 | $262.1K | 0.04% | −90−1.5% | Reduced |
| First United Bank Trust | 5,886 | $262.6K | 0.12% | 00.0% | Unchanged |
| Lee Financial Group Hawaii, Inc. | 5,887 | $262.7K | 0.27% | +5,887 | New |
| Clarus Group, Inc. | 5,888 | $262.7K | 0.25% | −238−3.9% | Reduced |
| Weatherly Asset Management L. P. | 5,771 | $262.9K | 0.03% | +120+2.1% | Added |
| Towerpoint Wealth, LLC | 5,895 | $263.0K | 0.15% | −3,014−33.8% | Reduced |
| AtlasMark Financial, Inc | 5,915 | $263.9K | 0.35% | +5,915 | New |
| Benjamin Edwards Inc | 5,918 | $264.0K | 0.06% | +845+16.7% | Added |
| Peak Financial Advisors LLC | 5,949 | $265.4K | 0.22% | −494−7.7% | Reduced |
| Jeppson Wealth Management, LLC | 5,950 | $265.5K | 0.12% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 5,975 | $266.6K | 0.01% | −796−11.8% | Reduced |
| SC&H Financial Advisors, Inc. | 5,979 | $266.8K | 0.10% | −1,076−15.3% | Reduced |
| Blueprint Investment Partners LLC | 5,981 | $266.9K | 0.06% | −17,399−74.4% | Reduced |
| Colonial Trust Advisors | 5,993 | $267.4K | 0.03% | −21−0.3% | Reduced |
| Strategic Advisors LLC | 6,007 | $268.0K | 0.05% | +569+10.5% | Added |
| Enterprise Financial Services Corp | 6,031 | $269.1K | 0.18% | +516+9.4% | Added |
| Axim Planning & Wealth | 6,040 | $269.5K | 0.27% | +1,000+19.8% | Added |
| Pure Financial Advisors, Inc. | 6,082 | $271.4K | 0.01% | +145+2.4% | Added |
| Ervin Investment Management, LLC | 6,100 | $271.4K | 0.24% | −50−0.8% | Reduced |
| Defender Capital, LLC. | 6,086 | $271.6K | 0.09% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 5,966 | $271.8K | 0.02% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 6,103 | $272.3K | 0.01% | 00.0% | Unchanged |
| Accuvest Global Advisors | 6,116 | $273.0K | 0.12% | +6,116 | New |
| Keeley-Teton Advisors, LLC | 6,120 | $273.1K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6,124 | $273.2K | 0.03% | +35+0.6% | Added |
| Summit Wealth Partners, LLC | 6,127 | $273.4K | 0.07% | +14+0.2% | Added |
| Prairiewood Capital, LLC | 6,130 | $273.5K | 0.19% | +42+0.7% | Added |
| Allstate Corp | 6,133 | $273.7K | 0.02% | −64,978−91.4% | Reduced |
| Toth Financial Advisory Corp | 6,145 | $274.2K | 0.04% | −39−0.6% | Reduced |
| V Wealth Advisors LLC | 6,152 | $274.5K | 0.05% | −731−10.6% | Reduced |
| Perfromance Wealth Partners, LLC | 6,153 | $274.5K | 0.01% | −61−1.0% | Reduced |
| Tempus Wealth Planning, LLC | 6,164 | $275.0K | 0.13% | +68+1.1% | Added |
| Souders Financial Advisors | 6,228 | $277.9K | 0.06% | −15−0.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 6,233 | $278.1K | 0.14% | +66+1.1% | Added |
| Center for Financial Planning, Inc. | 6,234 | $278.1K | 0.06% | +85+1.4% | Added |
| WealthTrust Axiom LLC | 6,237 | $278.3K | 0.09% | −4−0.1% | Reduced |
| Augustine Asset Management Inc | 6,238 | $278.3K | 0.14% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 6,240 | $278.4K | 0.10% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 6,189 | $278.8K | 0.20% | 00.0% | Unchanged |
| JB Capital LLC | 6,261 | $279.4K | 0.03% | +36+0.6% | Added |
| Cape Investment Advisory, Inc. | 6,267 | $279.7K | 0.17% | +6,267 | New |
| Legacy Financial Advisors, Inc. | 6,273 | $279.9K | 0.06% | −99−1.6% | Reduced |
| Nicolet Bankshares Inc | 6,282 | $280.3K | 0.09% | +74+1.2% | Added |
| King Wealth | 6,303 | $281.0K | 0.06% | 00.0% | Unchanged |
| Family Management Corp | 6,309 | $281.5K | 0.06% | −1,294−17.0% | Reduced |
| Balboa Wealth Partners | 6,319 | $281.9K | 0.11% | +72+1.2% | Added |
| Bristlecone Advisors, LLC | 6,337 | $282.8K | 0.03% | +65+1.0% | Added |
| Yarger Wealth Strategies, LLC | 6,357 | $283.6K | 0.31% | +126+2.0% | Added |
| Fort, L.P. | 6,362 | $283.9K | 0.73% | −2,510−28.3% | Reduced |
| Trustco Bank Corp N Y | 6,364 | $284.0K | 0.31% | +225+3.7% | Added |
| Hemenway Trust Co LLC | 6,365 | $284.0K | 0.03% | +375+6.3% | Added |
| Allen Capital Group, LLC | 6,381 | $284.7K | 0.05% | +6,381 | New |
| Granite FO LLC | 6,000 | $285.1K | 0.18% | +6,000 | New |
| River Street Advisors LLC | 6,394 | $285.3K | 0.28% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 6,414 | $286.2K | 0.11% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 6,432 | $287.0K | 0.07% | +96+1.5% | Added |
| HC Advisors, LLC | 6,434 | $287.1K | 0.18% | −475−6.9% | Reduced |
| Financial Architects, Inc | 6,447 | $287.7K | 0.05% | −152−2.3% | Reduced |
| Pacitti Group Inc. | 6,453 | $287.9K | 0.21% | +45+0.7% | Added |
| Baxter Bros Inc | 6,468 | $288.6K | 0.05% | −1,000−13.4% | Reduced |