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 |
|---|---|---|---|---|---|
| Schmidt P J Investment Management Inc | 9,194 | $433.9K | 0.09% | +403+4.6% | Added |
| Flputnam Investment Management Co | 9,725 | $433.9K | 0.01% | +626+6.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,767 | $435.8K | 0.07% | +56+0.6% | Added |
| Cladis Investment Advisory, LLC | 9,800 | $437.3K | 0.39% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 9,852 | $439.6K | 0.09% | +3,650+58.9% | Added |
| WMS Partners, LLC | 9,856 | $439.8K | 0.04% | −496−4.8% | Reduced |
| Parcion Private Wealth LLC | 9,862 | $440.0K | 0.05% | −242−2.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 9,870 | $440.4K | 0.17% | +41+0.4% | Added |
| Court Place Advisors, LLC | 9,878 | $440.8K | 0.16% | +200+2.1% | Added |
| Atlas Brown,Inc. | 9,891 | $441.3K | 0.20% | +130+1.3% | Added |
| Two Sigma Securities, LLC | 9,897 | $441.6K | 0.04% | +5,491+124.6% | Added |
| Washington Trust Co | 9,911 | $442.2K | 0.02% | +10+0.1% | Added |
| Leuthold Group, LLC | 9,942 | $443.6K | 0.06% | −561−5.3% | Reduced |
| Summit Financial Group Inc | 9,975 | $445.1K | 0.18% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 9,982 | $445.4K | 0.51% | −1,104−10.0% | Reduced |
| McRae Capital Management Inc | 9,996 | $446.0K | 0.13% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 10,000 | $446.2K | 0.00% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 10,012 | $446.7K | 0.04% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 10,019 | $447.0K | 0.35% | +1,068+11.9% | Added |
| BIP Wealth, LLC | 10,033 | $447.7K | 0.05% | +10,033 | New |
| Synergy Financial Management, LLC | 10,052 | $448.5K | 0.11% | +590+6.2% | Added |
| Staley Capital Advisers Inc | 10,078 | $450.0K | 0.03% | −500−4.7% | Reduced |
| Journey Strategic Wealth LLC | 10,094 | $450.4K | 0.05% | +5,248+108.3% | Added |
| Montag A & Associates Inc | 9,920 | $452.0K | 0.03% | −400−3.9% | Reduced |
| Sowa Financial Group, Inc. | 10,125 | $452.0K | 0.32% | +10,125 | New |
| Asahi Life Asset Management Co., Ltd. | 10,140 | $452.4K | 0.14% | −680−6.3% | Reduced |
| Hall Capital Management Co Inc | 10,150 | $452.9K | 0.27% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 10,162 | $453.4K | 0.10% | +300+3.0% | Added |
| PDS Planning, Inc | 10,179 | $454.2K | 0.06% | +1,660+19.5% | Added |
| Grandfield & Dodd, LLC | 10,199 | $455.1K | 0.03% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 10,229 | $456.4K | 0.02% | −5,137−33.4% | Reduced |
| Total Investment Management Inc | 10,242 | $457.0K | 0.09% | +40.0% | Added |
| Oakworth Capital, Inc. | 10,243 | $457.0K | 0.04% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 10,275 | $458.5K | 0.01% | +557+5.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,287 | $459.0K | 0.03% | +5,700+124.3% | Added |
| Woodmont Investment Counsel LLC | 10,311 | $460.1K | 0.05% | −225−2.1% | Reduced |
| Perritt Capital Management Inc | 10,312 | $460.1K | 0.26% | +150+1.5% | Added |
| Montecito Bank & Trust | 10,331 | $461.0K | 0.11% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 10,355 | $462.0K | 0.21% | 00.0% | Unchanged |
| Meritage Portfolio Management | 10,382 | $463.0K | 0.03% | −476−4.4% | Reduced |
| Garden State Investment Advisory Services LLC | 10,406 | $464.6K | 0.24% | −218−2.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 10,413 | $464.6K | 0.44% | −40.0% | Reduced |
| Investors Research Corp | 10,444 | $466.0K | 0.12% | +44+0.4% | Added |
| BCJ Capital Management, LLC | 10,456 | $466.5K | 0.04% | +3,599+52.5% | Added |
| WBH Advisory Inc | 10,459 | $466.7K | 0.06% | +10,459 | New |
| Chicago Partners Investment Group LLC | 10,022 | $467.7K | 0.03% | −110−1.1% | Reduced |
| Wedmont Private Capital | 10,539 | $469.0K | 0.06% | +211+2.0% | Added |
| Orca Investment Management, LLC | 10,520 | $469.4K | 0.58% | +6+0.1% | Added |
| Resolute Partners Group | 10,341 | $471.1K | 0.05% | +207+2.0% | Added |
| Indie Asset Partners, LLC | 10,640 | $474.8K | 0.55% | +125+1.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,681 | $475.3K | 0.13% | −156−1.4% | Reduced |
| SkyOak Wealth, LLC | 10,680 | $476.5K | 0.15% | 00.0% | Unchanged |
| St. Louis Trust Co | 10,700 | $477.4K | 0.10% | 00.0% | Unchanged |
| Forum Financial Management, LP | 10,703 | $477.6K | 0.01% | −634−5.6% | Reduced |
| Strategic Financial Concepts, LLC | 10,708 | $477.8K | 0.19% | +10,708 | New |
| Successful Portfolios LLC | 10,718 | $478.2K | 0.30% | +857+8.7% | Added |
| First County Bank | 10,743 | $479.4K | 0.24% | −368−3.3% | Reduced |
| VisionPoint Advisory Group, LLC | 10,395 | $479.5K | 0.21% | +6,121+143.2% | Added |
| Fee-Only Financial Planning, L.C. | 10,754 | $479.8K | 0.39% | +10.0% | Added |
| Summit Financial, LLC | 10,608 | $482.6K | 0.04% | +337+3.3% | Added |
| TFC Financial Management | 10,818 | $482.7K | 0.12% | −330−3.0% | Reduced |
| Birmingham Capital Management Co Inc | 10,838 | $483.6K | 0.19% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 10,836 | $484.0K | 0.00% | −6,007−35.7% | Reduced |
| Madden Securities Corp | 10,856 | $484.4K | 0.26% | −25−0.2% | Reduced |
| FLC Capital Advisors | 10,890 | $485.9K | 0.15% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 10,901 | $486.4K | 0.02% | +2,730+33.4% | Added |
| WealthPlan Investment Management, LLC | 10,920 | $487.2K | 0.08% | −27,482−71.6% | Reduced |
| Financial Advisory Service, Inc. | 10,924 | $487.4K | 0.05% | −16−0.1% | Reduced |
| Inscription Capital, LLC | 10,934 | $487.9K | 0.13% | +165+1.5% | Added |
| Guardian Capital Advisors LP | 10,900 | $488.6K | 0.06% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 10,991 | $490.4K | 0.43% | +209+1.9% | Added |
| Conning Inc. | 11,012 | $491.4K | 0.02% | −134−1.2% | Reduced |
| Wealth Architects, LLC | 11,014 | $491.4K | 0.09% | +24+0.2% | Added |
| West Chester Capital Advisors, Inc | 11,030 | $492.2K | 1.13% | −2,442−18.1% | Reduced |
| Fishman Jay A Ltd | 11,035 | $492.4K | 0.06% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,040 | $492.6K | 0.37% | +549+5.2% | Added |
| Gilbert & Cook, Inc. | 11,043 | $492.7K | 0.09% | +110+1.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,047 | $492.9K | 0.01% | +11,047 | New |
| Spinnaker Trust | 11,067 | $493.8K | 0.04% | −5,400−32.8% | Reduced |
| Ti-Trust, Inc | 11,109 | $495.7K | 0.47% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 11,044 | $496.8K | 0.00% | +11,044 | New |
| Cobblestone Capital Advisors LLC | 11,137 | $496.9K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 11,158 | $497.9K | 0.04% | −7,520−40.3% | Reduced |
| Silver Oak Securities, Inc | 11,171 | $498.0K | 0.08% | −453−3.9% | Reduced |
| Wealth Management Associates, Inc. | 11,220 | $500.6K | 0.31% | +6,740+150.4% | Added |
| Retirement Guys Formula LLC | 11,318 | $505.0K | 0.36% | +264+2.4% | Added |
| Monarch Capital Management Inc | 11,101 | $505.8K | 0.16% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 11,344 | $506.2K | 0.35% | +135+1.2% | Added |
| Edge Capital Group, LLC | 11,353 | $506.6K | 0.03% | −1,731−13.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 11,389 | $508.2K | 0.16% | −205−1.8% | Reduced |
| MSH Capital Advisors LLC | 11,416 | $509.4K | 0.22% | +303+2.7% | Added |
| RFG Advisory, LLC | 11,431 | $510.0K | 0.02% | +263+2.4% | Added |
| Crestwood Advisors Group LLC | 11,436 | $510.3K | 0.02% | −1,444−11.2% | Reduced |
| Great Lakes Advisors, LLC | 11,458 | $511.3K | 0.00% | −47,401−80.5% | Reduced |
| MONECO Advisors, LLC | 11,466 | $511.6K | 0.15% | +1,448+14.5% | Added |
| Paragon Financial Partners, Inc. | 11,519 | $514.0K | 0.54% | +61+0.5% | Added |
| Duncker Streett & Co Inc | 11,530 | $514.5K | 0.12% | −40−0.3% | Reduced |
| Trust Co of Oklahoma | 11,545 | $515.1K | 0.20% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 11,558 | $515.7K | 0.30% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 11,566 | $516.0K | 0.13% | −347−2.9% | Reduced |