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 |
|---|---|---|---|---|---|
| ERn Financial, LLC | 9,252 | $412.8K | 0.09% | +79+0.9% | Added |
| First Interstate Bank | 9,212 | $411.0K | 0.03% | −84−0.9% | Reduced |
| Manchester Capital Management LLC | 9,210 | $411.0K | 0.05% | +4,185+83.3% | Added |
| Consolidated Portfolio Review Corp | 9,190 | $410.1K | 0.11% | +9,190 | New |
| Main Street Financial Solutions, LLC | 9,161 | $408.8K | 0.06% | +332+3.8% | Added |
| Investment Management of Virginia LLC | 9,150 | $408.3K | 0.08% | −100−1.1% | Reduced |
| Tocqueville Asset Management L.P. | 9,136 | $407.6K | 0.01% | +601+7.0% | Added |
| Parsec Financial Management, Inc. | 9,117 | $406.8K | 0.02% | +179+2.0% | Added |
| True Capital Management | 9,116 | $406.8K | 0.28% | +153+1.7% | Added |
| Laidlaw Wealth Management LLC | 9,114 | $406.7K | 0.08% | +392+4.5% | Added |
| Holderness Investments Co | 9,101 | $406.1K | 0.16% | +57+0.6% | Added |
| Cito Capital Group, LLC | 8,900 | $405.0K | 0.20% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 9,061 | $404.3K | 0.13% | −602−6.2% | Reduced |
| Anchor Investment Management, LLC | 9,061 | $404.3K | 0.06% | −140−1.5% | Reduced |
| American Century Companies Inc | 20,955 | $404.3K | 0.00% | +20,955 | New |
| Gradient Investments LLC | 9,056 | $404.1K | 0.01% | +380+4.4% | Added |
| Sentry LLC | 9,037 | $403.2K | 0.09% | +9,037 | New |
| Capital Advisors Wealth Management, LLC | 9,018 | $402.4K | 0.11% | −705−7.3% | Reduced |
| Eudaimonia Advisors LLC | 9,001 | $401.6K | 0.27% | +1,861+26.1% | Added |
| NJ State Employees Deferred Compensation Plan | 9,000 | $401.6K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 8,981 | $400.7K | 0.13% | +481+5.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $400.2K | 0.12% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 8,917 | $397.9K | 0.14% | −9,868−52.5% | Reduced |
| Clark Financial Services Group Inc | 8,873 | $396.0K | 0.58% | +141+1.6% | Added |
| Royal Capital Wealth Management, LLC | 8,878 | $396.0K | 0.40% | +148+1.7% | Added |
| Voya Financial Advisors, Inc. | 8,894 | $395.8K | 0.05% | −732−7.6% | Reduced |
| FourThought Financial Partners, LLC | 8,857 | $395.2K | 0.05% | −562−6.0% | Reduced |
| JT Stratford LLC | 8,856 | $395.2K | 0.11% | +2,543+40.3% | Added |
| Intrua Financial, LLC | 8,645 | $394.8K | 0.08% | +645+8.1% | Added |
| CFO4Life Group, LLC | 8,793 | $392.3K | 0.09% | +238+2.8% | Added |
| Wellington Shields & Co., LLC | 8,787 | $392.1K | 0.09% | −750−7.9% | Reduced |
| Midwest Heritage Bank, FSB | 8,720 | $389.1K | 0.31% | −378−4.2% | Reduced |
| Stephens Consulting, LLC | 8,700 | $388.2K | 0.23% | −95−1.1% | Reduced |
| Accredited Investors Inc. | 8,650 | $386.0K | 0.03% | +149+1.8% | Added |
| Dorsey & Whitney Trust CO LLC | 8,640 | $385.5K | 0.04% | +922+11.9% | Added |
| Plancorp, LLC | 8,606 | $384.0K | 0.02% | +1,013+13.3% | Added |
| Farmers Trust Co | 8,600 | $383.7K | 0.08% | −25−0.3% | Reduced |
| Concord Wealth Partners | 8,587 | $383.2K | 0.11% | −274−3.1% | Reduced |
| IFG Advisors, LLC | 8,525 | $380.4K | 0.15% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 8,486 | $378.6K | 0.14% | +1,850+27.9% | Added |
| Atlantic Private Wealth, LLC | 8,458 | $377.4K | 0.40% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 8,458 | $377.4K | 0.13% | +430+5.4% | Added |
| Truvestments Capital LLC | 8,421 | $375.8K | 0.20% | −3,139−27.2% | Reduced |
| Claro Advisors LLC | 8,420 | $375.7K | 0.11% | +677+8.7% | Added |
| Arden Trust Co | 8,402 | $375.0K | 0.07% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8,402 | $374.9K | 0.19% | +208+2.5% | Added |
| Cypress Wealth Services, LLC | 8,344 | $372.3K | 0.11% | −233−2.7% | Reduced |
| Veracity Capital LLC | 8,332 | $371.8K | 0.17% | −6,944−45.5% | Reduced |
| Howland Capital Management LLC | 8,142 | $370.9K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8,303 | $370.5K | 0.05% | +17+0.2% | Added |
| Callahan Advisors, LLC | 8,291 | $369.9K | 0.05% | +14+0.2% | Added |
| Sterling Investment Counsel, LLC | 8,270 | $369.0K | 0.22% | −1,010−10.9% | Reduced |
| Strategic Blueprint, LLC | 8,240 | $367.6K | 0.04% | +587+7.7% | Added |
| Pflug Koory, LLC | 8,221 | $366.8K | 0.20% | −225−2.7% | Reduced |
| Teamwork Financial Advisors, LLC | 8,202 | $366.0K | 0.07% | +753+10.1% | Added |
| Acorn Wealth Advisors, LLC | 8,198 | $365.8K | 0.27% | +70+0.9% | Added |
| Vantage Consulting Group Inc | 8,197 | $365.8K | 0.21% | −49−0.6% | Reduced |
| Syntax Advisors, LLC | 8,197 | $365.8K | 0.28% | −49−0.6% | Reduced |
| Grimes & Company, Inc. | 8,194 | $365.6K | 0.01% | −235−2.8% | Reduced |
| Investment Advisory Group, LLC | 8,181 | $365.0K | 0.21% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,154 | $363.8K | 0.08% | −150−1.8% | Reduced |
| Financial Perspectives, Inc | 8,143 | $363.3K | 0.17% | +20.0% | Added |
| Wealth Quarterback LLC | 8,131 | $362.8K | 0.31% | +72+0.9% | Added |
| Private Wealth Partners, LLC | 8,130 | $362.8K | 0.04% | +8,130 | New |
| EP Wealth Advisors, LLC | 6,683 | $362.6K | 0.01% | −23,135−77.6% | Reduced |
| Azimuth Capital Investment Management LLC | 8,100 | $361.4K | 0.02% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 8,057 | $359.5K | 0.13% | +22+0.3% | Added |
| Red Door Wealth Management, LLC | 8,023 | $358.0K | 0.11% | +3,061+61.7% | Added |
| Old Second National Bank of Aurora | 8,009 | $357.4K | 0.10% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 8,000 | $357.0K | 0.01% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 7,968 | $356.0K | 0.87% | +110+1.4% | Added |
| Soltis Investment Advisors LLC | 7,974 | $355.8K | 0.05% | +40+0.5% | Added |
| Wealthstar Advisors, LLC | 7,959 | $353.1K | 0.15% | −9−0.1% | Reduced |
| RS Crum Inc. | 7,905 | $352.7K | 0.14% | −1,071−11.9% | Reduced |
| Northcape Wealth Management, LLC | 7,860 | $350.7K | 0.13% | +7,860 | New |
| Wealth Alliance | 7,856 | $350.5K | 0.06% | −1,124−12.5% | Reduced |
| Luts & Greenleigh Group, Inc | 7,847 | $350.1K | 0.44% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 7,833 | $350.0K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 7,838 | $349.7K | 0.04% | +330+4.4% | Added |
| Fidelity D & D Bancorp Inc | 8,016 | $349.7K | 0.26% | +8,016 | New |
| Centerpoint Advisors, LLC | 7,813 | $349.0K | 0.15% | +20+0.3% | Added |
| One Wealth Advisors, LLC | 7,818 | $348.8K | 0.08% | 00.0% | Unchanged |
| Ted Buchan & Co | 7,781 | $347.2K | 0.29% | +7,781 | New |
| Mayfair Advisory Group, LLC | 7,662 | $345.0K | 0.37% | +12+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 7,711 | $344.1K | 0.04% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 7,711 | $344.0K | 0.13% | −251−3.2% | Reduced |
| Avaii Wealth Management, LLC | 7,707 | $343.9K | 0.30% | +2,040+36.0% | Added |
| LaSalle St. Investment Advisors, LLC | 7,703 | $343.0K | 0.15% | +547+7.6% | Added |
| Smithfield Trust Co | 7,695 | $343.0K | 0.02% | +1,445+23.1% | Added |
| Petrus Trust Company, LTA | 7,682 | $342.8K | 0.04% | −6,945−47.5% | Reduced |
| SRB Corp | 7,667 | $342.1K | 0.02% | −2,569−25.1% | Reduced |
| Delta Investment Management, LLC | 7,662 | $341.9K | 0.10% | −622−7.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,655 | $341.6K | 0.17% | −130−1.7% | Reduced |
| Terry L. Blaker | 7,647 | $341.1K | 0.03% | −1,344−14.9% | Reduced |
| Lane & Associates LLC | 7,640 | $340.9K | 0.30% | −637−7.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 7,635 | $340.7K | 0.11% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 7,616 | $339.8K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,604 | $339.3K | 0.11% | +373+5.2% | Added |
| Cantor Fitzgerald, L. P. | 7,587 | $338.5K | 0.01% | −28,337−78.9% | Reduced |
| Front Barnett Associates LLC | 7,566 | $338.0K | 0.04% | −800−9.6% | Reduced |