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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 17,058 | $761.1K | 0.39% | +80.0% | Added |
| CWS Financial Advisors, LLC | 17,033 | $760.0K | 0.30% | −2,005−10.5% | Reduced |
| Evercore Wealth Management, LLC | 17,030 | $759.9K | 0.02% | +1,262+8.0% | Added |
| Eagle Global Advisors LLC | 17,029 | $759.8K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 17,016 | $759.3K | 0.10% | +186+1.1% | Added |
| Vaughan & Co Securities, Inc. | 16,970 | $757.2K | 0.56% | +463+2.8% | Added |
| Nwam LLC | 16,911 | $754.6K | 0.08% | −7,962−32.0% | Reduced |
| Beacon Financial Advisory LLC | 16,888 | $753.5K | 0.48% | +1,106+7.0% | Added |
| Gibraltar Capital Management, Inc. | 16,779 | $748.7K | 0.35% | −1,568−8.5% | Reduced |
| TownSquare Capital, LLC | 16,721 | $746.1K | 0.02% | +4,251+34.1% | Added |
| Ballentine Partners, LLC | 16,682 | $744.4K | 0.02% | +4,790+40.3% | Added |
| Thomasville National Bank | 16,621 | $741.6K | 0.08% | +400+2.5% | Added |
| Astoria Portfolio Advisors LLC. | 16,669 | $740.9K | 0.31% | +16,669 | New |
| Bailard, Inc. | 16,589 | $740.2K | 0.03% | +74+0.4% | Added |
| Gulf International Bank (UK) Ltd | 16,543 | $738.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 16,492 | $736.2K | 0.08% | +585+3.7% | Added |
| Columbia Asset Management | 16,380 | $731.0K | 0.17% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 16,346 | $729.3K | 0.19% | +7,603+87.0% | Added |
| Imprint Wealth LLC | 15,979 | $728.2K | 0.48% | +15,979 | New |
| Boston Family Office LLC | 16,334 | $728.0K | 0.06% | +100+0.6% | Added |
| Crescent Grove Advisors, LLC | 15,917 | $725.2K | 0.08% | +281+1.8% | Added |
| Daymark Wealth Partners, LLC | 16,215 | $723.5K | 0.10% | +5,239+47.7% | Added |
| Fiduciary Group LLC | 16,112 | $718.9K | 0.09% | −1,050−6.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $718.0K | 0.35% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 15,991 | $713.5K | 0.27% | +2,502+18.5% | Added |
| Centennial Bank | 15,972 | $712.7K | 0.47% | −5,212−24.6% | Reduced |
| WealthCare Investment Partners, LLC | 15,898 | $709.4K | 0.43% | +6,262+65.0% | Added |
| Everett Harris & Co | 15,875 | $708.3K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 15,875 | $708.3K | 0.45% | +227+1.5% | Added |
| IFG Advisory, LLC | 15,872 | $708.3K | 0.07% | +291+1.9% | Added |
| Horst & Graben Wealth Management LLC | 15,863 | $708.0K | 0.18% | +775+5.1% | Added |
| Foundations Investment Advisors, LLC | 15,844 | $707.0K | 0.03% | +201+1.3% | Added |
| Allegheny Financial Group LTD | 15,728 | $701.8K | 0.28% | −223−1.4% | Reduced |
| Point72 Middle East FZE | 15,668 | $699.1K | 0.04% | −14,362−47.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 15,631 | $697.4K | 0.37% | −169−1.1% | Reduced |
| Gables Capital Management Inc. | 15,525 | $692.7K | 0.48% | −100−0.6% | Reduced |
| Romano Brothers and Company | 15,451 | $689.4K | 0.11% | +2,911+23.2% | Added |
| Westwood Holdings Group Inc. | 15,432 | $689.0K | 0.01% | −19,264−55.5% | Reduced |
| VeraBank, N.A. | 15,387 | $686.6K | 0.32% | −275−1.8% | Reduced |
| Magnolia Capital Advisors LLC | 15,384 | $686.4K | 0.35% | −47−0.3% | Reduced |
| Lafayette Investments, Inc. | 15,293 | $682.4K | 0.19% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 15,247 | $680.3K | 0.00% | −234−1.5% | Reduced |
| Delta Asset Management LLC | 15,234 | $679.7K | 0.07% | +598+4.1% | Added |
| Horizon Investments, LLC | 15,191 | $677.8K | 0.02% | +6,949+84.3% | Added |
| Siemens Fonds Invest GmbH | 15,140 | $675.5K | 0.07% | −211−1.4% | Reduced |
| Meridian Wealth Management, LLC | 15,126 | $674.9K | 0.06% | +2,378+18.7% | Added |
| Kendall Capital Management | 15,097 | $674.0K | 0.32% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 15,100 | $673.8K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 15,000 | $669.0K | 0.09% | +2,000+15.4% | Added |
| TrinityPoint Wealth, LLC | 14,959 | $667.5K | 0.14% | +114+0.8% | Added |
| Baker Tilly Wealth Management, LLC | 14,944 | $666.8K | 0.07% | +540+3.7% | Added |
| Ronald Blue Trust, Inc. | 14,565 | $666.0K | 0.01% | +329+2.3% | Added |
| Straight Path Wealth Management | 14,829 | $661.7K | 0.53% | +50.0% | Added |
| Alpha Omega Wealth Management LLC | 14,796 | $660.2K | 0.11% | +15+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 14,753 | $658.3K | 0.16% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 14,594 | $651.2K | 0.13% | +305+2.1% | Added |
| Kapstone Financial Advisors LLC | 14,451 | $649.9K | 0.59% | +18+0.1% | Added |
| Cornerstone Advisory, LLC | 14,535 | $648.5K | 0.12% | +4,743+48.4% | Added |
| Principle Wealth Partners LLC | 14,458 | $645.1K | 0.07% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 14,471 | $644.0K | 0.28% | +120+0.8% | Added |
| Capital Analysts, LLC | 14,346 | $640.0K | 0.04% | +729+5.4% | Added |
| Vise Technologies, Inc. | 14,342 | $639.9K | 0.17% | +4,575+46.8% | Added |
| TRUE Private Wealth Advisors | 14,299 | $638.0K | 0.09% | +100+0.7% | Added |
| Wolff Financial Management LLC | 14,201 | $634.0K | 0.22% | +20.0% | Added |
| Signature Wealth Management Partners, LLC | 14,169 | $632.2K | 0.59% | +49+0.3% | Added |
| Bartlett & Co. LLC | 13,881 | $632.0K | 0.01% | −342−2.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 13,881 | $631.7K | 0.01% | −342−2.4% | Reduced |
| Gladstone Institutional Advisory LLC | 14,143 | $631.0K | 0.04% | −1,176−7.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 14,109 | $629.5K | 0.23% | −30−0.2% | Reduced |
| Summit X, LLC | 14,099 | $629.1K | 0.16% | +337+2.4% | Added |
| Essex Savings Bank | 14,088 | $628.5K | 0.22% | +1,339+10.5% | Added |
| Hexagon Capital Partners LLC | 14,033 | $626.2K | 0.17% | +2,507+21.8% | Added |
| Kistler-Tiffany Companies, LLC | 14,014 | $625.3K | 0.12% | +1,137+8.8% | Added |
| Terrapin Asset Management, LLC | 14,000 | $624.7K | 0.84% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 13,996 | $624.5K | 0.27% | +500+3.7% | Added |
| Resurgent Financial Advisors LLC | 13,993 | $624.4K | 0.42% | −1,024−6.8% | Reduced |
| Matrix Private Capital Group LLC | 13,686 | $623.5K | 0.43% | −71−0.5% | Reduced |
| Brighton Jones LLC | 13,824 | $616.8K | 0.04% | +998+7.8% | Added |
| Dakota Wealth Management | 13,804 | $615.9K | 0.04% | +99+0.7% | Added |
| Modera Wealth Management, LLC | 13,791 | $615.4K | 0.02% | −166−1.2% | Reduced |
| Qtron Investments LLC | 13,786 | $615.1K | 0.13% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 13,565 | $614.4K | 0.08% | +3,767+38.4% | Added |
| Brooks, Moore & Associates, Inc. | 13,755 | $614.0K | 0.44% | +3,473+33.8% | Added |
| Summit Trail Advisors, LLC | 13,447 | $612.4K | 0.02% | +1,464+12.2% | Added |
| Clarity Financial LLC | 13,651 | $609.1K | 2.25% | +13,651 | New |
| PFG Investments, LLC | 13,571 | $605.5K | 0.12% | +13,571 | New |
| Intellectus Partners, LLC | 13,253 | $603.8K | 0.19% | +1,215+10.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,524 | $603.4K | 0.10% | +9+0.1% | Added |
| Keystone Wealth Services, LLC | 13,516 | $603.1K | 0.25% | −69−0.5% | Reduced |
| McGowan Group Asset Management, Inc. | 13,485 | $601.7K | 0.10% | +2,198+19.5% | Added |
| BKD Wealth Advisors, LLC | 13,454 | $600.3K | 0.02% | −243−1.8% | Reduced |
| Girard Partners Ltd. | 13,452 | $600.2K | 0.07% | +450+3.5% | Added |
| Continuum Advisory, LLC | 13,438 | $599.6K | 0.10% | +863+6.9% | Added |
| Stonnington Group, LLC | 13,300 | $598.1K | 0.16% | +1,500+12.7% | Added |
| StoneX Group Inc. | 13,147 | $597.7K | 0.07% | +1,790+15.8% | Added |
| Optimum Investment Advisors | 13,370 | $596.5K | 0.31% | −485−3.5% | Reduced |
| Bill Few Associates, Inc. | 13,367 | $596.4K | 0.33% | +150+1.1% | Added |
| Marco Investment Management LLC | 13,362 | $596.2K | 0.07% | −96−0.7% | Reduced |
| Van Cleef Asset Management,Inc | 13,347 | $595.6K | 0.09% | +30.0% | Added |
| Archford Capital Strategies, LLC | 13,400 | $595.4K | 0.12% | +1,302+10.8% | Added |