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
- 1,876
- +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
- 814 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 |
|---|---|---|---|---|---|
| United Bank | 11,594 | $517.3K | 0.07% | −1,096−8.6% | Reduced |
| AMG National Trust Bank | 11,604 | $517.8K | 0.02% | +11,604 | New |
| Lake Street Advisors Group, LLC | 11,610 | $518.0K | 0.03% | +711+6.5% | Added |
| Leonteq Securities AG | 11,632 | $519.0K | 0.05% | −17,845−60.5% | Reduced |
| Arkadios Wealth Advisors | 11,642 | $519.4K | 0.06% | +3,581+44.4% | Added |
| Burney Co | 11,663 | $520.4K | 0.03% | +43+0.4% | Added |
| Evanson Asset Management, LLC | 11,691 | $521.7K | 0.05% | −898−7.1% | Reduced |
| C2C Wealth Management, LLC | 11,652 | $522.0K | 0.08% | +1,800+18.3% | Added |
| WFA Asset Management Corp | 11,716 | $522.8K | 0.32% | +224+1.9% | Added |
| Graypoint LLC | 11,754 | $524.5K | 0.06% | +3,770+47.2% | Added |
| Brown Miller Wealth Management, LLC | 11,765 | $524.9K | 0.31% | +10.0% | Added |
| Mattern Wealth Management LLC | 11,804 | $526.7K | 0.17% | −150−1.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 11,806 | $526.8K | 0.21% | +1,370+13.1% | Added |
| Chapin Davis, Inc. | 11,818 | $527.3K | 0.27% | +348+3.0% | Added |
| Wellington Shields Capital Management, LLC | 11,845 | $528.5K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 11,858 | $529.1K | 0.23% | +4,631+64.1% | Added |
| Avidian Wealth Solutions, LLC | 11,880 | $530.1K | 0.03% | +144+1.2% | Added |
| Cross Staff Investments Inc | 11,970 | $534.1K | 0.53% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 11,981 | $534.6K | 0.04% | +587+5.2% | Added |
| Rockland Trust Co | 11,999 | $535.4K | 0.03% | +5,515+85.1% | Added |
| Canandaigua National Bank & Trust Co | 12,039 | $537.0K | 0.09% | +12,039 | New |
| KC Investment Advisors, LLC | 12,107 | $540.0K | 0.51% | −29−0.2% | Reduced |
| Westmount Partners, LLC | 12,141 | $541.7K | 0.25% | +422+3.6% | Added |
| CX Institutional | 12,077 | $542.8K | 0.03% | −78,676−86.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 12,168 | $543.0K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 12,245 | $546.4K | 0.02% | +202+1.7% | Added |
| Hendershot Investments Inc. | 12,252 | $546.7K | 0.09% | −150−1.2% | Reduced |
| SPC Financial, Inc. | 12,275 | $547.7K | 0.06% | +748+6.5% | Added |
| Capital City Trust Co | 12,288 | $548.3K | 0.17% | +538+4.6% | Added |
| MidWestOne Financial Group, Inc. | 12,294 | $548.6K | 0.12% | −1,000−7.5% | Reduced |
| Shelton Capital Management | 12,346 | $550.9K | 0.02% | +916+8.0% | Added |
| Segall Bryant & Hamill, LLC | 12,423 | $554.0K | 0.01% | −975−7.3% | Reduced |
| Millennium Capital Advisors, LLC | 12,541 | $559.6K | 0.50% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,543 | $559.7K | 0.01% | −6,225−33.2% | Reduced |
| First Western Trust Bank | 12,578 | $561.2K | 0.03% | −42−0.3% | Reduced |
| David Loasby | 12,638 | $561.5K | 0.06% | +230+1.9% | Added |
| Bank Ozk | 12,595 | $562.0K | 0.28% | −880−6.5% | Reduced |
| Spirit of America Management Corp | 12,650 | $564.4K | 0.13% | 00.0% | Unchanged |
| TCW Group Inc | 12,670 | $565.3K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 12,674 | $565.5K | 0.12% | +711+5.9% | Added |
| Ignite Planners, LLC | 12,713 | $565.7K | 0.23% | +371+3.0% | Added |
| Human Investing LLC | 12,705 | $566.9K | 0.14% | −3,299−20.6% | Reduced |
| Northstar Advisory Group, LLC | 12,708 | $567.0K | 0.42% | +686+5.7% | Added |
| Walker Asset Management, LLC | 12,726 | $567.8K | 0.49% | −350−2.7% | Reduced |
| Tevis Investment Management | 12,766 | $569.6K | 0.58% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12,771 | $569.9K | 0.26% | +623+5.1% | Added |
| Bangor Savings Bank | 12,808 | $571.5K | 0.07% | −356−2.7% | Reduced |
| 180 Wealth Advisors, LLC | 12,838 | $572.8K | 0.13% | −166−1.3% | Reduced |
| 44 Wealth Management LLC | 12,840 | $572.9K | 0.19% | −4,437−25.7% | Reduced |
| D'Orazio & Associates, Inc. | 12,860 | $573.8K | 0.15% | +832+6.9% | Added |
| Foster Group, Inc. | 12,860 | $573.8K | 0.04% | +316+2.5% | Added |
| Parkside Financial Bank & Trust | 12,867 | $574.1K | 0.15% | +387+3.1% | Added |
| Ethic Inc. | 12,903 | $575.7K | 0.02% | +77+0.6% | Added |
| Farmers & Merchants Investments Inc | 12,906 | $575.9K | 0.02% | +270+2.1% | Added |
| Waldron Private Wealth LLC | 12,928 | $576.9K | 0.03% | +2,015+18.5% | Added |
| Castle Rock Wealth Management, LLC | 12,474 | $578.8K | 0.21% | +1,737+16.2% | Added |
| Veriti Management LLC | 13,002 | $580.2K | 0.07% | +145+1.1% | Added |
| Advisory Alpha, LLC | 13,012 | $580.6K | 0.04% | −5,020−27.8% | Reduced |
| Madison Asset Management, LLC | 13,014 | $580.7K | 0.01% | −3,455−21.0% | Reduced |
| PBMares Wealth Management LLC | 13,030 | $581.4K | 0.22% | +1,167+9.8% | Added |
| Blue Chip Partners, Inc. | 13,039 | $581.8K | 0.07% | −1,136−8.0% | Reduced |
| StrategIQ Financial Group, LLC | 13,089 | $584.0K | 0.07% | 00.0% | Unchanged |
| Patten & Patten Inc | 13,112 | $585.0K | 0.05% | +25+0.2% | Added |
| Lakeview Capital Partners, LLC | 12,849 | $586.8K | 0.18% | +176+1.4% | Added |
| City State Bank | 13,166 | $587.0K | 0.34% | −240−1.8% | Reduced |
| Perigon Wealth Management, LLC | 13,165 | $587.4K | 0.03% | −883−6.3% | Reduced |
| Sentry Investment Management LLC | 13,175 | $588.0K | 0.24% | −3,913−22.9% | Reduced |
| Interchange Capital Partners, LLC | 13,226 | $588.0K | 0.32% | +3,024+29.6% | Added |
| Salvus Wealth Management, LLC | 13,190 | $588.5K | 0.48% | +212+1.6% | Added |
| Chicago Capital, LLC | 13,242 | $590.9K | 0.03% | −10−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 13,225 | $591.0K | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 13,260 | $591.7K | 0.05% | +13+0.1% | Added |
| Prestige Wealth Management Group LLC | 12,997 | $592.1K | 0.15% | +10,600+442.2% | Added |
| Archford Capital Strategies, LLC | 13,400 | $595.4K | 0.12% | +1,302+10.8% | Added |
| Van Cleef Asset Management,Inc | 13,347 | $595.6K | 0.09% | +30.0% | Added |
| Marco Investment Management LLC | 13,362 | $596.2K | 0.07% | −96−0.7% | Reduced |
| Bill Few Associates, Inc. | 13,367 | $596.4K | 0.33% | +150+1.1% | Added |
| Optimum Investment Advisors | 13,370 | $596.5K | 0.31% | −485−3.5% | Reduced |
| StoneX Group Inc. | 13,147 | $597.7K | 0.07% | +1,790+15.8% | Added |
| Stonnington Group, LLC | 13,300 | $598.1K | 0.16% | +1,500+12.7% | Added |
| Continuum Advisory, LLC | 13,438 | $599.6K | 0.10% | +863+6.9% | Added |
| Girard Partners Ltd. | 13,452 | $600.2K | 0.07% | +450+3.5% | Added |
| BKD Wealth Advisors, LLC | 13,454 | $600.3K | 0.02% | −243−1.8% | Reduced |
| McGowan Group Asset Management, Inc. | 13,485 | $601.7K | 0.10% | +2,198+19.5% | Added |
| Keystone Wealth Services, LLC | 13,516 | $603.1K | 0.25% | −69−0.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,524 | $603.4K | 0.10% | +9+0.1% | Added |
| Intellectus Partners, LLC | 13,253 | $603.8K | 0.19% | +1,215+10.1% | Added |
| PFG Investments, LLC | 13,571 | $605.5K | 0.12% | +13,571 | New |
| Clarity Financial LLC | 13,651 | $609.1K | 2.25% | +13,651 | New |
| Summit Trail Advisors, LLC | 13,447 | $612.4K | 0.02% | +1,464+12.2% | Added |
| Brooks, Moore & Associates, Inc. | 13,755 | $614.0K | 0.44% | +3,473+33.8% | Added |
| Naples Global Advisors, LLC | 13,565 | $614.4K | 0.08% | +3,767+38.4% | Added |
| Qtron Investments LLC | 13,786 | $615.1K | 0.13% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 13,791 | $615.4K | 0.02% | −166−1.2% | Reduced |
| Dakota Wealth Management | 13,804 | $615.9K | 0.04% | +99+0.7% | Added |
| Brighton Jones LLC | 13,824 | $616.8K | 0.04% | +998+7.8% | Added |
| Matrix Private Capital Group LLC | 13,686 | $623.5K | 0.43% | −71−0.5% | Reduced |
| Resurgent Financial Advisors LLC | 13,993 | $624.4K | 0.42% | −1,024−6.8% | Reduced |
| Old Point Trust & Financial Services N A | 13,996 | $624.5K | 0.27% | +500+3.7% | Added |
| Terrapin Asset Management, LLC | 14,000 | $624.7K | 0.84% | 00.0% | Unchanged |