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 |
|---|---|---|---|---|---|
| Wealthstar Advisors, LLC | 7,959 | $353.1K | 0.15% | −9−0.1% | Reduced |
| Soltis Investment Advisors LLC | 7,974 | $355.8K | 0.05% | +40+0.5% | Added |
| Prossimo Advisors, LLC | 7,968 | $356.0K | 0.87% | +110+1.4% | Added |
| Reaves W H & Co Inc | 8,000 | $357.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 8,009 | $357.4K | 0.10% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 8,023 | $358.0K | 0.11% | +3,061+61.7% | Added |
| Woodard & Co Asset Management Group Inc | 8,057 | $359.5K | 0.13% | +22+0.3% | Added |
| Azimuth Capital Investment Management LLC | 8,100 | $361.4K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,683 | $362.6K | 0.01% | −23,135−77.6% | Reduced |
| Private Wealth Partners, LLC | 8,130 | $362.8K | 0.04% | +8,130 | New |
| Wealth Quarterback LLC | 8,131 | $362.8K | 0.31% | +72+0.9% | Added |
| Financial Perspectives, Inc | 8,143 | $363.3K | 0.17% | +20.0% | Added |
| CVA Family Office, LLC | 8,154 | $363.8K | 0.08% | −150−1.8% | Reduced |
| Investment Advisory Group, LLC | 8,181 | $365.0K | 0.21% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,194 | $365.6K | 0.01% | −235−2.8% | Reduced |
| Vantage Consulting Group Inc | 8,197 | $365.8K | 0.21% | −49−0.6% | Reduced |
| Syntax Advisors, LLC | 8,197 | $365.8K | 0.28% | −49−0.6% | Reduced |
| Acorn Wealth Advisors, LLC | 8,198 | $365.8K | 0.27% | +70+0.9% | Added |
| Teamwork Financial Advisors, LLC | 8,202 | $366.0K | 0.07% | +753+10.1% | Added |
| Pflug Koory, LLC | 8,221 | $366.8K | 0.20% | −225−2.7% | Reduced |
| Strategic Blueprint, LLC | 8,240 | $367.6K | 0.04% | +587+7.7% | Added |
| Sterling Investment Counsel, LLC | 8,270 | $369.0K | 0.22% | −1,010−10.9% | Reduced |
| Callahan Advisors, LLC | 8,291 | $369.9K | 0.05% | +14+0.2% | Added |
| TCI Wealth Advisors, Inc. | 8,303 | $370.5K | 0.05% | +17+0.2% | Added |
| Howland Capital Management LLC | 8,142 | $370.9K | 0.02% | 00.0% | Unchanged |
| Veracity Capital LLC | 8,332 | $371.8K | 0.17% | −6,944−45.5% | Reduced |
| Cypress Wealth Services, LLC | 8,344 | $372.3K | 0.11% | −233−2.7% | Reduced |
| Advus Financial Partners, LLC | 8,358 | $372.9K | 0.15% | +2,262+37.1% | Added |
| Raleigh Capital Management Inc. | 8,402 | $374.9K | 0.19% | +208+2.5% | Added |
| Arden Trust Co | 8,402 | $375.0K | 0.07% | 00.0% | Unchanged |
| Claro Advisors LLC | 8,420 | $375.7K | 0.11% | +677+8.7% | Added |
| Truvestments Capital LLC | 8,421 | $375.8K | 0.20% | −3,139−27.2% | Reduced |
| Herold Advisors, Inc. | 8,458 | $377.4K | 0.13% | +430+5.4% | Added |
| Atlantic Private Wealth, LLC | 8,458 | $377.4K | 0.40% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 8,486 | $378.6K | 0.14% | +1,850+27.9% | Added |
| IFG Advisors, LLC | 8,525 | $380.4K | 0.15% | 00.0% | Unchanged |
| Concord Wealth Partners | 8,587 | $383.2K | 0.11% | −274−3.1% | Reduced |
| Farmers Trust Co | 8,600 | $383.7K | 0.08% | −25−0.3% | Reduced |
| Plancorp, LLC | 8,606 | $384.0K | 0.02% | +1,013+13.3% | Added |
| Dorsey & Whitney Trust CO LLC | 8,640 | $385.5K | 0.04% | +922+11.9% | Added |
| Accredited Investors Inc. | 8,650 | $386.0K | 0.03% | +149+1.8% | Added |
| Stephens Consulting, LLC | 8,700 | $388.2K | 0.23% | −95−1.1% | Reduced |
| Midwest Heritage Bank, FSB | 8,720 | $389.1K | 0.31% | −378−4.2% | Reduced |
| Wellington Shields & Co., LLC | 8,787 | $392.1K | 0.09% | −750−7.9% | Reduced |
| CFO4Life Group, LLC | 8,793 | $392.3K | 0.09% | +238+2.8% | Added |
| Intrua Financial, LLC | 8,645 | $394.8K | 0.08% | +645+8.1% | Added |
| JT Stratford LLC | 8,856 | $395.2K | 0.11% | +2,543+40.3% | Added |
| FourThought Financial Partners, LLC | 8,857 | $395.2K | 0.05% | −562−6.0% | Reduced |
| Voya Financial Advisors, Inc. | 8,894 | $395.8K | 0.05% | −732−7.6% | Reduced |
| Clark Financial Services Group Inc | 8,873 | $396.0K | 0.58% | +141+1.6% | Added |
| Royal Capital Wealth Management, LLC | 8,878 | $396.0K | 0.40% | +148+1.7% | Added |
| Sanders Morris Harris LLC | 8,917 | $397.9K | 0.14% | −9,868−52.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $400.2K | 0.12% | 00.0% | Unchanged |
| State of Wyoming | 8,981 | $400.7K | 0.13% | +481+5.7% | Added |
| NJ State Employees Deferred Compensation Plan | 9,000 | $401.6K | 0.06% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 9,001 | $401.6K | 0.27% | +1,861+26.1% | Added |
| Capital Advisors Wealth Management, LLC | 9,018 | $402.4K | 0.11% | −705−7.3% | Reduced |
| Sentry LLC | 9,037 | $403.2K | 0.09% | +9,037 | New |
| Gradient Investments LLC | 9,056 | $404.1K | 0.01% | +380+4.4% | Added |
| American Century Companies Inc | 20,955 | $404.3K | 0.00% | +20,955 | New |
| Anchor Investment Management, LLC | 9,061 | $404.3K | 0.06% | −140−1.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 9,061 | $404.3K | 0.13% | −602−6.2% | Reduced |
| Cito Capital Group, LLC | 8,900 | $405.0K | 0.20% | 00.0% | Unchanged |
| Holderness Investments Co | 9,101 | $406.1K | 0.16% | +57+0.6% | Added |
| Laidlaw Wealth Management LLC | 9,114 | $406.7K | 0.08% | +392+4.5% | Added |
| True Capital Management | 9,116 | $406.8K | 0.28% | +153+1.7% | Added |
| Parsec Financial Management, Inc. | 9,117 | $406.8K | 0.02% | +179+2.0% | Added |
| Tocqueville Asset Management L.P. | 9,136 | $407.6K | 0.01% | +601+7.0% | Added |
| Investment Management of Virginia LLC | 9,150 | $408.3K | 0.08% | −100−1.1% | Reduced |
| Main Street Financial Solutions, LLC | 9,161 | $408.8K | 0.06% | +332+3.8% | Added |
| Consolidated Portfolio Review Corp | 9,190 | $410.1K | 0.11% | +9,190 | New |
| Manchester Capital Management LLC | 9,210 | $411.0K | 0.05% | +4,185+83.3% | Added |
| First Interstate Bank | 9,212 | $411.0K | 0.03% | −84−0.9% | Reduced |
| ERn Financial, LLC | 9,252 | $412.8K | 0.09% | +79+0.9% | Added |
| Cercano Management LLC | 9,256 | $413.0K | 0.02% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 9,279 | $414.0K | 0.16% | +5+0.1% | Added |
| L.M. Kohn & Company | 9,282 | $414.2K | 0.17% | −29−0.3% | Reduced |
| Charles Schwab Trust Co | 9,332 | $416.4K | 0.05% | −1,754−15.8% | Reduced |
| Fort Point Capital Partners LLC | 9,333 | $416.4K | 0.07% | +3,376+56.7% | Added |
| KCM Investment Advisors LLC | 9,346 | $417.0K | 0.02% | −9,994−51.7% | Reduced |
| Aveo Capital Partners, LLC | 9,348 | $417.1K | 0.06% | +211+2.3% | Added |
| Wade G W & Inc | 9,362 | $418.0K | 0.02% | −167−1.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 9,409 | $419.8K | 0.22% | +726+8.4% | Added |
| Bouchey Financial Group Ltd | 9,451 | $421.0K | 0.06% | −384−3.9% | Reduced |
| SBB Research Group LLC | 9,451 | $421.7K | 0.59% | +9,451 | New |
| Cheviot Value Management, LLC | 9,473 | $422.7K | 0.10% | −68−0.7% | Reduced |
| TCG Advisory Services, LLC | 9,484 | $423.2K | 0.09% | +3,231+51.7% | Added |
| Empowered Funds, LLC | 9,497 | $423.8K | 0.02% | +3,600+61.0% | Added |
| Schechter Investment Advisors, LLC | 9,539 | $425.6K | 0.04% | −39−0.4% | Reduced |
| Home Federal Bank of Tennessee | 9,542 | $425.8K | 0.16% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,546 | $425.9K | 0.12% | −387−3.9% | Reduced |
| Tilt Investment Management Holdings, PBC | 9,458 | $427.8K | 0.32% | +1,215+14.7% | Added |
| Foundation Wealth Management, LLC | 9,600 | $428.4K | 0.44% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 9,603 | $428.5K | 0.06% | +9,603 | New |
| Cravens & Co Advisors, LLC | 9,627 | $429.6K | 0.40% | +78+0.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,667 | $431.3K | 0.06% | +478+5.2% | Added |
| Xcel Wealth Management, LLC | 9,688 | $432.3K | 0.15% | +1,025+11.8% | Added |
| Wealth Effects LLC | 9,700 | $432.8K | 0.22% | +800+9.0% | Added |
| Frisch Financial Group, Inc. | 9,704 | $433.0K | 0.17% | +1,781+22.5% | Added |
| Whitener Capital Management, Inc. | 9,717 | $433.6K | 0.18% | +1,395+16.8% | Added |