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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 12,997 | $592.1K | 0.15% | +10,600+442.2% | Added |
| Aureus Asset Management, LLC | 13,260 | $591.7K | 0.05% | +13+0.1% | Added |
| Neville Rodie & Shaw Inc | 13,225 | $591.0K | 0.05% | 00.0% | Unchanged |
| Chicago Capital, LLC | 13,242 | $590.9K | 0.03% | −10−0.1% | Reduced |
| Salvus Wealth Management, LLC | 13,190 | $588.5K | 0.48% | +212+1.6% | Added |
| Interchange Capital Partners, LLC | 13,226 | $588.0K | 0.32% | +3,024+29.6% | Added |
| Sentry Investment Management LLC | 13,175 | $588.0K | 0.24% | −3,913−22.9% | Reduced |
| Perigon Wealth Management, LLC | 13,165 | $587.4K | 0.03% | −883−6.3% | Reduced |
| City State Bank | 13,166 | $587.0K | 0.34% | −240−1.8% | Reduced |
| Lakeview Capital Partners, LLC | 12,849 | $586.8K | 0.18% | +176+1.4% | Added |
| Patten & Patten Inc | 13,112 | $585.0K | 0.05% | +25+0.2% | Added |
| StrategIQ Financial Group, LLC | 13,089 | $584.0K | 0.07% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 13,039 | $581.8K | 0.07% | −1,136−8.0% | Reduced |
| PBMares Wealth Management LLC | 13,030 | $581.4K | 0.22% | +1,167+9.8% | Added |
| Madison Asset Management, LLC | 13,014 | $580.7K | 0.01% | −3,455−21.0% | Reduced |
| Advisory Alpha, LLC | 13,012 | $580.6K | 0.04% | −5,020−27.8% | Reduced |
| Veriti Management LLC | 13,002 | $580.2K | 0.07% | +145+1.1% | Added |
| Castle Rock Wealth Management, LLC | 12,474 | $578.8K | 0.21% | +1,737+16.2% | Added |
| Waldron Private Wealth LLC | 12,928 | $576.9K | 0.03% | +2,015+18.5% | Added |
| Farmers & Merchants Investments Inc | 12,906 | $575.9K | 0.02% | +270+2.1% | Added |
| Ethic Inc. | 12,903 | $575.7K | 0.02% | +77+0.6% | Added |
| Parkside Financial Bank & Trust | 12,867 | $574.1K | 0.15% | +387+3.1% | Added |
| Foster Group, Inc. | 12,860 | $573.8K | 0.04% | +316+2.5% | Added |
| D'Orazio & Associates, Inc. | 12,860 | $573.8K | 0.15% | +832+6.9% | Added |
| 44 Wealth Management LLC | 12,840 | $572.9K | 0.19% | −4,437−25.7% | Reduced |
| 180 Wealth Advisors, LLC | 12,838 | $572.8K | 0.13% | −166−1.3% | Reduced |
| Bangor Savings Bank | 12,808 | $571.5K | 0.07% | −356−2.7% | Reduced |
| Richard W. Paul & Associates, LLC | 12,771 | $569.9K | 0.26% | +623+5.1% | Added |
| Tevis Investment Management | 12,766 | $569.6K | 0.58% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 12,726 | $567.8K | 0.49% | −350−2.7% | Reduced |
| Northstar Advisory Group, LLC | 12,708 | $567.0K | 0.42% | +686+5.7% | Added |
| Human Investing LLC | 12,705 | $566.9K | 0.14% | −3,299−20.6% | Reduced |
| Ignite Planners, LLC | 12,713 | $565.7K | 0.23% | +371+3.0% | Added |
| Sax Wealth Advisors, LLC | 12,674 | $565.5K | 0.12% | +711+5.9% | Added |
| TCW Group Inc | 12,670 | $565.3K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 12,650 | $564.4K | 0.13% | 00.0% | Unchanged |
| Bank Ozk | 12,595 | $562.0K | 0.28% | −880−6.5% | Reduced |
| David Loasby | 12,638 | $561.5K | 0.06% | +230+1.9% | Added |
| First Western Trust Bank | 12,578 | $561.2K | 0.03% | −42−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,543 | $559.7K | 0.01% | −6,225−33.2% | Reduced |
| Millennium Capital Advisors, LLC | 12,541 | $559.6K | 0.50% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 12,423 | $554.0K | 0.01% | −975−7.3% | Reduced |
| Shelton Capital Management | 12,346 | $550.9K | 0.02% | +916+8.0% | Added |
| MidWestOne Financial Group, Inc. | 12,294 | $548.6K | 0.12% | −1,000−7.5% | Reduced |
| Capital City Trust Co | 12,288 | $548.3K | 0.17% | +538+4.6% | Added |
| SPC Financial, Inc. | 12,275 | $547.7K | 0.06% | +748+6.5% | Added |
| Hendershot Investments Inc. | 12,252 | $546.7K | 0.09% | −150−1.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 12,245 | $546.4K | 0.02% | +202+1.7% | Added |
| Douglass Winthrop Advisors, LLC | 12,168 | $543.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 12,077 | $542.8K | 0.03% | −78,676−86.7% | Reduced |
| Westmount Partners, LLC | 12,141 | $541.7K | 0.25% | +422+3.6% | Added |
| KC Investment Advisors, LLC | 12,107 | $540.0K | 0.51% | −29−0.2% | Reduced |
| Canandaigua National Bank & Trust Co | 12,039 | $537.0K | 0.09% | +12,039 | New |
| Rockland Trust Co | 11,999 | $535.4K | 0.03% | +5,515+85.1% | Added |
| Capital Asset Advisory Services LLC | 11,981 | $534.6K | 0.04% | +587+5.2% | Added |
| Cross Staff Investments Inc | 11,970 | $534.1K | 0.53% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 11,880 | $530.1K | 0.03% | +144+1.2% | Added |
| Catalyst Financial Partners LLC | 11,858 | $529.1K | 0.23% | +4,631+64.1% | Added |
| Wellington Shields Capital Management, LLC | 11,845 | $528.5K | 0.06% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 11,818 | $527.3K | 0.27% | +348+3.0% | Added |
| Onyx Bridge Wealth Group LLC | 11,806 | $526.8K | 0.21% | +1,370+13.1% | Added |
| Mattern Wealth Management LLC | 11,804 | $526.7K | 0.17% | −150−1.3% | Reduced |
| Brown Miller Wealth Management, LLC | 11,765 | $524.9K | 0.31% | +10.0% | Added |
| Graypoint LLC | 11,754 | $524.5K | 0.06% | +3,770+47.2% | Added |
| WFA Asset Management Corp | 11,716 | $522.8K | 0.32% | +224+1.9% | Added |
| C2C Wealth Management, LLC | 11,652 | $522.0K | 0.08% | +1,800+18.3% | Added |
| Evanson Asset Management, LLC | 11,691 | $521.7K | 0.05% | −898−7.1% | Reduced |
| Burney Co | 11,663 | $520.4K | 0.03% | +43+0.4% | Added |
| Arkadios Wealth Advisors | 11,642 | $519.4K | 0.06% | +3,581+44.4% | Added |
| Leonteq Securities AG | 11,632 | $519.0K | 0.05% | −17,845−60.5% | Reduced |
| Lake Street Advisors Group, LLC | 11,610 | $518.0K | 0.03% | +711+6.5% | Added |
| AMG National Trust Bank | 11,604 | $517.8K | 0.02% | +11,604 | New |
| United Bank | 11,594 | $517.3K | 0.07% | −1,096−8.6% | Reduced |
| HNP Capital LLC | 11,581 | $516.7K | 0.14% | −332−2.8% | Reduced |
| Vectors Research Management, LLC | 11,566 | $516.0K | 0.13% | −347−2.9% | Reduced |
| Colonial River Wealth Management, LLC | 11,558 | $515.7K | 0.30% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 11,545 | $515.1K | 0.20% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 11,530 | $514.5K | 0.12% | −40−0.3% | Reduced |
| Paragon Financial Partners, Inc. | 11,519 | $514.0K | 0.54% | +61+0.5% | Added |
| MONECO Advisors, LLC | 11,466 | $511.6K | 0.15% | +1,448+14.5% | Added |
| Great Lakes Advisors, LLC | 11,458 | $511.3K | 0.00% | −47,401−80.5% | Reduced |
| Crestwood Advisors Group LLC | 11,436 | $510.3K | 0.02% | −1,444−11.2% | Reduced |
| RFG Advisory, LLC | 11,431 | $510.0K | 0.02% | +263+2.4% | Added |
| MSH Capital Advisors LLC | 11,416 | $509.4K | 0.22% | +303+2.7% | Added |
| Cutter & CO Brokerage, Inc. | 11,389 | $508.2K | 0.16% | −205−1.8% | Reduced |
| Edge Capital Group, LLC | 11,353 | $506.6K | 0.03% | −1,731−13.2% | Reduced |
| Powers Advisory Group, LLC | 11,344 | $506.2K | 0.35% | +135+1.2% | Added |
| Monarch Capital Management Inc | 11,101 | $505.8K | 0.16% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 11,318 | $505.0K | 0.36% | +264+2.4% | Added |
| Wealth Management Associates, Inc. | 11,220 | $500.6K | 0.31% | +6,740+150.4% | Added |
| Silver Oak Securities, Inc | 11,171 | $498.0K | 0.08% | −453−3.9% | Reduced |
| Financial Advocates Investment Management | 11,158 | $497.9K | 0.04% | −7,520−40.3% | Reduced |
| Cobblestone Capital Advisors LLC | 11,137 | $496.9K | 0.04% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 11,044 | $496.8K | 0.00% | +11,044 | New |
| Ti-Trust, Inc | 11,109 | $495.7K | 0.47% | 00.0% | Unchanged |
| Spinnaker Trust | 11,067 | $493.8K | 0.04% | −5,400−32.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,047 | $492.9K | 0.01% | +11,047 | New |
| Gilbert & Cook, Inc. | 11,043 | $492.7K | 0.09% | +110+1.0% | Added |
| Alliance Wealth Advisors, LLC | 11,040 | $492.6K | 0.37% | +549+5.2% | Added |
| Fishman Jay A Ltd | 11,035 | $492.4K | 0.06% | 00.0% | Unchanged |