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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 6,484 | $289.0K | 0.06% | +9+0.1% | Added |
| Cassia Capital Partners, LLC | 6,489 | $289.5K | 0.23% | −133−2.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $290.0K | 0.11% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,518 | $290.9K | 0.18% | +707+12.2% | Added |
| Donaldson Capital Management, LLC | 6,541 | $291.9K | 0.01% | −794−10.8% | Reduced |
| Tandem Investment Advisors, Inc. | 6,566 | $293.0K | 0.01% | −751−10.3% | Reduced |
| SFMG, LLC | 6,568 | $293.1K | 0.03% | +10.0% | Added |
| Northwest Bancshares, Inc. | 6,585 | $293.8K | 0.06% | −125−1.9% | Reduced |
| San Luis Wealth Advisors LLC | 6,588 | $294.0K | 0.11% | −326−4.7% | Reduced |
| Physicians Financial Services, Inc. | 6,579 | $294.0K | 0.12% | −150−2.2% | Reduced |
| Peoples Financial Services Corp. | 6,597 | $294.3K | 0.14% | −100−1.5% | Reduced |
| Guyasuta Investment Advisors Inc | 6,601 | $294.5K | 0.02% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 6,603 | $294.7K | 0.04% | +30.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,614 | $295.1K | 0.17% | −17−0.3% | Reduced |
| Ahrens Investment Partners LLC | 6,631 | $295.9K | 0.15% | +20+0.3% | Added |
| Byrne Asset Management LLC | 6,635 | $296.0K | 0.21% | −610−8.4% | Reduced |
| V2 Financial group LLC | 6,651 | $296.8K | 0.21% | −74−1.1% | Reduced |
| Midwest Financial Group LLC | 6,670 | $298.0K | 0.27% | +6,670 | New |
| Ellis Investment Partners, LLC | 6,690 | $298.5K | 0.08% | +27+0.4% | Added |
| Beacon Capital Management, LLC | 6,705 | $299.2K | 0.09% | +18+0.3% | Added |
| Creative Financial Designs Inc | 6,712 | $299.5K | 0.04% | −2,737−29.0% | Reduced |
| Wambolt & Associates, LLC | 6,659 | $299.5K | 0.11% | −17−0.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,715 | $299.6K | 0.07% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,720 | $299.8K | 0.07% | −2,700−28.7% | Reduced |
| TSFG, LLC | 6,725 | $300.0K | 0.11% | −200−2.9% | Reduced |
| Vivaldi Capital Management, LLC | 6,738 | $300.6K | 0.09% | −1,886−21.9% | Reduced |
| West Bancorporation Inc | 6,739 | $300.7K | 0.23% | −168−2.4% | Reduced |
| Retirement Group, LLC | 6,743 | $301.0K | 0.14% | +1,142+20.4% | Added |
| Regent Peak Wealth Advisors LLC | 6,769 | $302.0K | 0.09% | +158+2.4% | Added |
| Wells Trecaso Financial Group, LLC | 6,779 | $302.5K | 0.14% | −91−1.3% | Reduced |
| Arrow Financial Corp | 6,781 | $302.6K | 0.04% | 00.0% | Unchanged |
| Wendell David Associates Inc | 6,800 | $303.0K | 0.04% | +1,000+17.2% | Added |
| Wayfinding Financial, LLC | 6,663 | $303.0K | 0.23% | +6,663 | New |
| Webster Bank, N. A. | 6,809 | $303.8K | 0.04% | +500+7.9% | Added |
| Tompkins Financial Corp | 6,827 | $304.6K | 0.05% | −485−6.6% | Reduced |
| Drive Wealth Management, LLC | 6,737 | $307.0K | 0.13% | −715−9.6% | Reduced |
| MCF Advisors LLC | 6,776 | $307.4K | 0.03% | −1,952−22.4% | Reduced |
| Gratus Capital LLC | 6,892 | $307.5K | 0.02% | −3,418−33.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,920 | $308.8K | 0.01% | −5−0.1% | Reduced |
| MBA Advisors LLC | 6,923 | $308.9K | 0.19% | +1,900+37.8% | Added |
| IMS Capital Management | 6,956 | $310.4K | 0.18% | −22−0.3% | Reduced |
| Jones Financial Companies LLLP | 6,957 | $310.4K | 0.00% | +254+3.8% | Added |
| Procyon Private Wealth Partners, LLC | 6,978 | $311.4K | 0.05% | +77+1.1% | Added |
| D. Scott Neal, Inc. | 7,000 | $312.3K | 0.17% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7,005 | $312.5K | 0.04% | +13+0.2% | Added |
| Coastline Trust Co | 7,025 | $313.5K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 7,040 | $314.1K | 0.18% | +105+1.5% | Added |
| Mairs & Power Inc | 7,062 | $315.1K | 0.00% | +2,032+40.4% | Added |
| Laurion Capital Management LP | 7,129 | $318.1K | 0.01% | +7,129 | New |
| Community Trust & Investment Co | 7,130 | $318.1K | 0.03% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 7,140 | $318.6K | 0.07% | −345−4.6% | Reduced |
| Van Hulzen Asset Management, LLC | 7,144 | $319.0K | 0.03% | −100−1.4% | Reduced |
| JSF Financial, LLC | 7,153 | $319.2K | 0.12% | +7,153 | New |
| Smith Shellnut Wilson LLC | 7,163 | $319.6K | 0.19% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 7,183 | $320.5K | 0.57% | +7,183 | New |
| Man Group plc | – | $320.7K | 0.00% | – | – |
| HHM Wealth Advisors, LLC | 7,198 | $321.2K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 7,052 | $321.3K | 0.01% | −457−6.1% | Reduced |
| Sound Income Strategies, LLC | 7,211 | $321.8K | 0.03% | −2,069−22.3% | Reduced |
| Charter Trust Co | 7,260 | $323.9K | 0.03% | −110−1.5% | Reduced |
| Choate Investment Advisors | 7,273 | $324.5K | 0.02% | +820+12.7% | Added |
| Kenfarb & Co. | 7,300 | $325.7K | 0.29% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 7,309 | $326.1K | 0.03% | −88−1.2% | Reduced |
| Hills Bank & Trust Co | 7,353 | $328.1K | 0.05% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 7,366 | $328.7K | 0.20% | 00.0% | Unchanged |
| Monetary Management Group Inc | 7,400 | $330.2K | 0.10% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 7,253 | $330.4K | 0.10% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 7,411 | $330.7K | 0.14% | −592−7.4% | Reduced |
| GYL Financial Synergies, LLC | 7,429 | $331.5K | 0.04% | +1,792+31.8% | Added |
| Equitable Trust Co | 7,430 | $331.5K | 0.03% | −1,000−11.9% | Reduced |
| SP Asset Management LLC | 7,499 | $334.6K | 0.04% | +143+1.9% | Added |
| Benedetti & Gucer, Inc. | 7,523 | $336.0K | 0.19% | +1,340+21.7% | Added |
| Greatmark Investment Partners, Inc. | 7,536 | $336.3K | 0.06% | +1,500+24.9% | Added |
| Front Barnett Associates LLC | 7,566 | $338.0K | 0.04% | −800−9.6% | Reduced |
| Cantor Fitzgerald, L. P. | 7,587 | $338.5K | 0.01% | −28,337−78.9% | Reduced |
| EPG Wealth Management LLC | 7,604 | $339.3K | 0.11% | +373+5.2% | Added |
| First Business Financial Services, Inc. | 7,616 | $339.8K | 0.04% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 7,635 | $340.7K | 0.11% | 00.0% | Unchanged |
| Lane & Associates LLC | 7,640 | $340.9K | 0.30% | −637−7.7% | Reduced |
| Terry L. Blaker | 7,647 | $341.1K | 0.03% | −1,344−14.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,655 | $341.6K | 0.17% | −130−1.7% | Reduced |
| Delta Investment Management, LLC | 7,662 | $341.9K | 0.10% | −622−7.5% | Reduced |
| SRB Corp | 7,667 | $342.1K | 0.02% | −2,569−25.1% | Reduced |
| Petrus Trust Company, LTA | 7,682 | $342.8K | 0.04% | −6,945−47.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,703 | $343.0K | 0.15% | +547+7.6% | Added |
| Smithfield Trust Co | 7,695 | $343.0K | 0.02% | +1,445+23.1% | Added |
| Avaii Wealth Management, LLC | 7,707 | $343.9K | 0.30% | +2,040+36.0% | Added |
| Sovereign Financial Group, Inc. | 7,711 | $344.0K | 0.13% | −251−3.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,711 | $344.1K | 0.04% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 7,662 | $345.0K | 0.37% | +12+0.2% | Added |
| Ted Buchan & Co | 7,781 | $347.2K | 0.29% | +7,781 | New |
| One Wealth Advisors, LLC | 7,818 | $348.8K | 0.08% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7,813 | $349.0K | 0.15% | +20+0.3% | Added |
| Fidelity D & D Bancorp Inc | 8,016 | $349.7K | 0.26% | +8,016 | New |
| Berger Financial Group, Inc | 7,838 | $349.7K | 0.04% | +330+4.4% | Added |
| Harvey Investment Co LLC | 7,833 | $350.0K | 0.04% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 7,847 | $350.1K | 0.44% | 00.0% | Unchanged |
| Wealth Alliance | 7,856 | $350.5K | 0.06% | −1,124−12.5% | Reduced |
| Northcape Wealth Management, LLC | 7,860 | $350.7K | 0.13% | +7,860 | New |
| RS Crum Inc. | 7,905 | $352.7K | 0.14% | −1,071−11.9% | Reduced |