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 |
|---|---|---|---|---|---|
| West Chester Capital Advisors, Inc | 11,030 | $492.2K | 1.13% | −2,442−18.1% | Reduced |
| Wealth Architects, LLC | 11,014 | $491.4K | 0.09% | +24+0.2% | Added |
| Conning Inc. | 11,012 | $491.4K | 0.02% | −134−1.2% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 10,991 | $490.4K | 0.43% | +209+1.9% | Added |
| Guardian Capital Advisors LP | 10,900 | $488.6K | 0.06% | 00.0% | Unchanged |
| Inscription Capital, LLC | 10,934 | $487.9K | 0.13% | +165+1.5% | Added |
| Financial Advisory Service, Inc. | 10,924 | $487.4K | 0.05% | −16−0.1% | Reduced |
| WealthPlan Investment Management, LLC | 10,920 | $487.2K | 0.08% | −27,482−71.6% | Reduced |
| InterOcean Capital Group, LLC | 10,901 | $486.4K | 0.02% | +2,730+33.4% | Added |
| FLC Capital Advisors | 10,890 | $485.9K | 0.15% | 00.0% | Unchanged |
| Madden Securities Corp | 10,856 | $484.4K | 0.26% | −25−0.2% | Reduced |
| Loomis Sayles & Co L P | 10,836 | $484.0K | 0.00% | −6,007−35.7% | Reduced |
| Birmingham Capital Management Co Inc | 10,838 | $483.6K | 0.19% | 00.0% | Unchanged |
| TFC Financial Management | 10,818 | $482.7K | 0.12% | −330−3.0% | Reduced |
| Summit Financial, LLC | 10,608 | $482.6K | 0.04% | +337+3.3% | Added |
| Fee-Only Financial Planning, L.C. | 10,754 | $479.8K | 0.39% | +10.0% | Added |
| VisionPoint Advisory Group, LLC | 10,395 | $479.5K | 0.21% | +6,121+143.2% | Added |
| First County Bank | 10,743 | $479.4K | 0.24% | −368−3.3% | Reduced |
| Successful Portfolios LLC | 10,718 | $478.2K | 0.30% | +857+8.7% | Added |
| Strategic Financial Concepts, LLC | 10,708 | $477.8K | 0.19% | +10,708 | New |
| Forum Financial Management, LP | 10,703 | $477.6K | 0.01% | −634−5.6% | Reduced |
| St. Louis Trust Co | 10,700 | $477.4K | 0.10% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,680 | $476.5K | 0.15% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,681 | $475.3K | 0.13% | −156−1.4% | Reduced |
| Indie Asset Partners, LLC | 10,640 | $474.8K | 0.55% | +125+1.2% | Added |
| Resolute Partners Group | 10,341 | $471.1K | 0.05% | +207+2.0% | Added |
| Orca Investment Management, LLC | 10,520 | $469.4K | 0.58% | +6+0.1% | Added |
| Wedmont Private Capital | 10,539 | $469.0K | 0.06% | +211+2.0% | Added |
| Chicago Partners Investment Group LLC | 10,022 | $467.7K | 0.03% | −110−1.1% | Reduced |
| WBH Advisory Inc | 10,459 | $466.7K | 0.06% | +10,459 | New |
| BCJ Capital Management, LLC | 10,456 | $466.5K | 0.04% | +3,599+52.5% | Added |
| Investors Research Corp | 10,444 | $466.0K | 0.12% | +44+0.4% | Added |
| Smallwood Wealth Investment Management, LLC | 10,413 | $464.6K | 0.44% | −40.0% | Reduced |
| Garden State Investment Advisory Services LLC | 10,406 | $464.6K | 0.24% | −218−2.1% | Reduced |
| Meritage Portfolio Management | 10,382 | $463.0K | 0.03% | −476−4.4% | Reduced |
| Droms Strauss Advisors Inc | 10,355 | $462.0K | 0.21% | 00.0% | Unchanged |
| Montecito Bank & Trust | 10,331 | $461.0K | 0.11% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 10,312 | $460.1K | 0.26% | +150+1.5% | Added |
| Woodmont Investment Counsel LLC | 10,311 | $460.1K | 0.05% | −225−2.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,287 | $459.0K | 0.03% | +5,700+124.3% | Added |
| Congress Wealth Management LLC | 10,275 | $458.5K | 0.01% | +557+5.7% | Added |
| Oakworth Capital, Inc. | 10,243 | $457.0K | 0.04% | 00.0% | Unchanged |
| Total Investment Management Inc | 10,242 | $457.0K | 0.09% | +40.0% | Added |
| Linscomb & Williams, Inc. | 10,229 | $456.4K | 0.02% | −5,137−33.4% | Reduced |
| Grandfield & Dodd, LLC | 10,199 | $455.1K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 10,179 | $454.2K | 0.06% | +1,660+19.5% | Added |
| Schnieders Capital Management LLC | 10,162 | $453.4K | 0.10% | +300+3.0% | Added |
| Hall Capital Management Co Inc | 10,150 | $452.9K | 0.27% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 10,140 | $452.4K | 0.14% | −680−6.3% | Reduced |
| Sowa Financial Group, Inc. | 10,125 | $452.0K | 0.32% | +10,125 | New |
| Montag A & Associates Inc | 9,920 | $452.0K | 0.03% | −400−3.9% | Reduced |
| Journey Strategic Wealth LLC | 10,094 | $450.4K | 0.05% | +5,248+108.3% | Added |
| Staley Capital Advisers Inc | 10,078 | $450.0K | 0.03% | −500−4.7% | Reduced |
| Synergy Financial Management, LLC | 10,052 | $448.5K | 0.11% | +590+6.2% | Added |
| BIP Wealth, LLC | 10,033 | $447.7K | 0.05% | +10,033 | New |
| Cohen Investment Advisors LLC | 10,019 | $447.0K | 0.35% | +1,068+11.9% | Added |
| Patriot Investment Management Inc. | 10,012 | $446.7K | 0.04% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 10,000 | $446.2K | 0.00% | 00.0% | Unchanged |
| McRae Capital Management Inc | 9,996 | $446.0K | 0.13% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 9,982 | $445.4K | 0.51% | −1,104−10.0% | Reduced |
| Summit Financial Group Inc | 9,975 | $445.1K | 0.18% | 00.0% | Unchanged |
| Leuthold Group, LLC | 9,942 | $443.6K | 0.06% | −561−5.3% | Reduced |
| Washington Trust Co | 9,911 | $442.2K | 0.02% | +10+0.1% | Added |
| Two Sigma Securities, LLC | 9,897 | $441.6K | 0.04% | +5,491+124.6% | Added |
| Atlas Brown,Inc. | 9,891 | $441.3K | 0.20% | +130+1.3% | Added |
| Court Place Advisors, LLC | 9,878 | $440.8K | 0.16% | +200+2.1% | Added |
| Wealth Dimensions Group, Ltd. | 9,870 | $440.4K | 0.17% | +41+0.4% | Added |
| Parcion Private Wealth LLC | 9,862 | $440.0K | 0.05% | −242−2.4% | Reduced |
| WMS Partners, LLC | 9,856 | $439.8K | 0.04% | −496−4.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 9,852 | $439.6K | 0.09% | +3,650+58.9% | Added |
| Cladis Investment Advisory, LLC | 9,800 | $437.3K | 0.39% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,767 | $435.8K | 0.07% | +56+0.6% | Added |
| Flputnam Investment Management Co | 9,725 | $433.9K | 0.01% | +626+6.9% | Added |
| Schmidt P J Investment Management Inc | 9,194 | $433.9K | 0.09% | +403+4.6% | Added |
| Whitener Capital Management, Inc. | 9,717 | $433.6K | 0.18% | +1,395+16.8% | Added |
| Frisch Financial Group, Inc. | 9,704 | $433.0K | 0.17% | +1,781+22.5% | Added |
| Wealth Effects LLC | 9,700 | $432.8K | 0.22% | +800+9.0% | Added |
| Xcel Wealth Management, LLC | 9,688 | $432.3K | 0.15% | +1,025+11.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,667 | $431.3K | 0.06% | +478+5.2% | Added |
| Cravens & Co Advisors, LLC | 9,627 | $429.6K | 0.40% | +78+0.8% | Added |
| BFT Financial Group, LLC | 9,603 | $428.5K | 0.06% | +9,603 | New |
| Foundation Wealth Management, LLC | 9,600 | $428.4K | 0.44% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 9,458 | $427.8K | 0.32% | +1,215+14.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 9,546 | $425.9K | 0.12% | −387−3.9% | Reduced |
| Home Federal Bank of Tennessee | 9,542 | $425.8K | 0.16% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 9,539 | $425.6K | 0.04% | −39−0.4% | Reduced |
| Empowered Funds, LLC | 9,497 | $423.8K | 0.02% | +3,600+61.0% | Added |
| TCG Advisory Services, LLC | 9,484 | $423.2K | 0.09% | +3,231+51.7% | Added |
| Cheviot Value Management, LLC | 9,473 | $422.7K | 0.10% | −68−0.7% | Reduced |
| SBB Research Group LLC | 9,451 | $421.7K | 0.59% | +9,451 | New |
| Bouchey Financial Group Ltd | 9,451 | $421.0K | 0.06% | −384−3.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 9,409 | $419.8K | 0.22% | +726+8.4% | Added |
| Wade G W & Inc | 9,362 | $418.0K | 0.02% | −167−1.8% | Reduced |
| Aveo Capital Partners, LLC | 9,348 | $417.1K | 0.06% | +211+2.3% | Added |
| KCM Investment Advisors LLC | 9,346 | $417.0K | 0.02% | −9,994−51.7% | Reduced |
| Fort Point Capital Partners LLC | 9,333 | $416.4K | 0.07% | +3,376+56.7% | Added |
| Charles Schwab Trust Co | 9,332 | $416.4K | 0.05% | −1,754−15.8% | Reduced |
| L.M. Kohn & Company | 9,282 | $414.2K | 0.17% | −29−0.3% | Reduced |
| Compton Financial Group, LLC | 9,279 | $414.0K | 0.16% | +5+0.1% | Added |
| Cercano Management LLC | 9,256 | $413.0K | 0.02% | 00.0% | Unchanged |