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 |
|---|---|---|---|---|---|
| Greatmark Investment Partners, Inc. | 7,536 | $336.3K | 0.06% | +1,500+24.9% | Added |
| Benedetti & Gucer, Inc. | 7,523 | $336.0K | 0.19% | +1,340+21.7% | Added |
| SP Asset Management LLC | 7,499 | $334.6K | 0.04% | +143+1.9% | Added |
| Equitable Trust Co | 7,430 | $331.5K | 0.03% | −1,000−11.9% | Reduced |
| GYL Financial Synergies, LLC | 7,429 | $331.5K | 0.04% | +1,792+31.8% | Added |
| TrueWealth Advisors, LLC | 7,411 | $330.7K | 0.14% | −592−7.4% | Reduced |
| Requisite Capital Management, LLC | 7,253 | $330.4K | 0.10% | 00.0% | Unchanged |
| Monetary Management Group Inc | 7,400 | $330.2K | 0.10% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 7,366 | $328.7K | 0.20% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 7,353 | $328.1K | 0.05% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 7,309 | $326.1K | 0.03% | −88−1.2% | Reduced |
| Kenfarb & Co. | 7,300 | $325.7K | 0.29% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,273 | $324.5K | 0.02% | +820+12.7% | Added |
| Charter Trust Co | 7,260 | $323.9K | 0.03% | −110−1.5% | Reduced |
| Sound Income Strategies, LLC | 7,211 | $321.8K | 0.03% | −2,069−22.3% | Reduced |
| Evoke Wealth, LLC | 7,052 | $321.3K | 0.01% | −457−6.1% | Reduced |
| HHM Wealth Advisors, LLC | 7,198 | $321.2K | 0.07% | 00.0% | Unchanged |
| Man Group plc | – | $320.7K | 0.00% | – | – |
| Nebula Research & Development LLC | 7,183 | $320.5K | 0.57% | +7,183 | New |
| Smith Shellnut Wilson LLC | 7,163 | $319.6K | 0.19% | 00.0% | Unchanged |
| JSF Financial, LLC | 7,153 | $319.2K | 0.12% | +7,153 | New |
| Van Hulzen Asset Management, LLC | 7,144 | $319.0K | 0.03% | −100−1.4% | Reduced |
| Capital Insight Partners, LLC | 7,140 | $318.6K | 0.07% | −345−4.6% | Reduced |
| Community Trust & Investment Co | 7,130 | $318.1K | 0.03% | 00.0% | Unchanged |
| Laurion Capital Management LP | 7,129 | $318.1K | 0.01% | +7,129 | New |
| Mairs & Power Inc | 7,062 | $315.1K | 0.00% | +2,032+40.4% | Added |
| Opal Wealth Advisors, LLC | 7,040 | $314.1K | 0.18% | +105+1.5% | Added |
| Coastline Trust Co | 7,025 | $313.5K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7,005 | $312.5K | 0.04% | +13+0.2% | Added |
| D. Scott Neal, Inc. | 7,000 | $312.3K | 0.17% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,978 | $311.4K | 0.05% | +77+1.1% | Added |
| Jones Financial Companies LLLP | 6,957 | $310.4K | 0.00% | +254+3.8% | Added |
| IMS Capital Management | 6,956 | $310.4K | 0.18% | −22−0.3% | Reduced |
| MBA Advisors LLC | 6,923 | $308.9K | 0.19% | +1,900+37.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,920 | $308.8K | 0.01% | −5−0.1% | Reduced |
| Gratus Capital LLC | 6,892 | $307.5K | 0.02% | −3,418−33.2% | Reduced |
| MCF Advisors LLC | 6,776 | $307.4K | 0.03% | −1,952−22.4% | Reduced |
| Drive Wealth Management, LLC | 6,737 | $307.0K | 0.13% | −715−9.6% | Reduced |
| Tompkins Financial Corp | 6,827 | $304.6K | 0.05% | −485−6.6% | Reduced |
| Webster Bank, N. A. | 6,809 | $303.8K | 0.04% | +500+7.9% | Added |
| Wendell David Associates Inc | 6,800 | $303.0K | 0.04% | +1,000+17.2% | Added |
| Wayfinding Financial, LLC | 6,663 | $303.0K | 0.23% | +6,663 | New |
| Arrow Financial Corp | 6,781 | $302.6K | 0.04% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 6,779 | $302.5K | 0.14% | −91−1.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,769 | $302.0K | 0.09% | +158+2.4% | Added |
| Retirement Group, LLC | 6,743 | $301.0K | 0.14% | +1,142+20.4% | Added |
| West Bancorporation Inc | 6,739 | $300.7K | 0.23% | −168−2.4% | Reduced |
| Vivaldi Capital Management, LLC | 6,738 | $300.6K | 0.09% | −1,886−21.9% | Reduced |
| TSFG, LLC | 6,725 | $300.0K | 0.11% | −200−2.9% | Reduced |
| Bedel Financial Consulting, Inc. | 6,720 | $299.8K | 0.07% | −2,700−28.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,715 | $299.6K | 0.07% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 6,659 | $299.5K | 0.11% | −17−0.3% | Reduced |
| Creative Financial Designs Inc | 6,712 | $299.5K | 0.04% | −2,737−29.0% | Reduced |
| Beacon Capital Management, LLC | 6,705 | $299.2K | 0.09% | +18+0.3% | Added |
| Ellis Investment Partners, LLC | 6,690 | $298.5K | 0.08% | +27+0.4% | Added |
| Midwest Financial Group LLC | 6,670 | $298.0K | 0.27% | +6,670 | New |
| V2 Financial group LLC | 6,651 | $296.8K | 0.21% | −74−1.1% | Reduced |
| Byrne Asset Management LLC | 6,635 | $296.0K | 0.21% | −610−8.4% | Reduced |
| Ahrens Investment Partners LLC | 6,631 | $295.9K | 0.15% | +20+0.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,614 | $295.1K | 0.17% | −17−0.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,603 | $294.7K | 0.04% | +30.0% | Added |
| Guyasuta Investment Advisors Inc | 6,601 | $294.5K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,597 | $294.3K | 0.14% | −100−1.5% | Reduced |
| San Luis Wealth Advisors LLC | 6,588 | $294.0K | 0.11% | −326−4.7% | Reduced |
| Physicians Financial Services, Inc. | 6,579 | $294.0K | 0.12% | −150−2.2% | Reduced |
| Northwest Bancshares, Inc. | 6,585 | $293.8K | 0.06% | −125−1.9% | Reduced |
| SFMG, LLC | 6,568 | $293.1K | 0.03% | +10.0% | Added |
| Tandem Investment Advisors, Inc. | 6,566 | $293.0K | 0.01% | −751−10.3% | Reduced |
| Donaldson Capital Management, LLC | 6,541 | $291.9K | 0.01% | −794−10.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,518 | $290.9K | 0.18% | +707+12.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $290.0K | 0.11% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 6,489 | $289.5K | 0.23% | −133−2.0% | Reduced |
| Financial Management Professionals, Inc. | 6,484 | $289.0K | 0.06% | +9+0.1% | Added |
| Baxter Bros Inc | 6,468 | $288.6K | 0.05% | −1,000−13.4% | Reduced |
| Pacitti Group Inc. | 6,453 | $287.9K | 0.21% | +45+0.7% | Added |
| Financial Architects, Inc | 6,447 | $287.7K | 0.05% | −152−2.3% | Reduced |
| HC Advisors, LLC | 6,434 | $287.1K | 0.18% | −475−6.9% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 6,432 | $287.0K | 0.07% | +96+1.5% | Added |
| Pinnacle Bancorp, Inc. | 6,414 | $286.2K | 0.11% | 00.0% | Unchanged |
| River Street Advisors LLC | 6,394 | $285.3K | 0.28% | 00.0% | Unchanged |
| Granite FO LLC | 6,000 | $285.1K | 0.18% | +6,000 | New |
| Allen Capital Group, LLC | 6,381 | $284.7K | 0.05% | +6,381 | New |
| Hemenway Trust Co LLC | 6,365 | $284.0K | 0.03% | +375+6.3% | Added |
| Trustco Bank Corp N Y | 6,364 | $284.0K | 0.31% | +225+3.7% | Added |
| Fort, L.P. | 6,362 | $283.9K | 0.73% | −2,510−28.3% | Reduced |
| Yarger Wealth Strategies, LLC | 6,357 | $283.6K | 0.31% | +126+2.0% | Added |
| Bristlecone Advisors, LLC | 6,337 | $282.8K | 0.03% | +65+1.0% | Added |
| Balboa Wealth Partners | 6,319 | $281.9K | 0.11% | +72+1.2% | Added |
| Family Management Corp | 6,309 | $281.5K | 0.06% | −1,294−17.0% | Reduced |
| King Wealth | 6,303 | $281.0K | 0.06% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,282 | $280.3K | 0.09% | +74+1.2% | Added |
| Legacy Financial Advisors, Inc. | 6,273 | $279.9K | 0.06% | −99−1.6% | Reduced |
| Cape Investment Advisory, Inc. | 6,267 | $279.7K | 0.17% | +6,267 | New |
| JB Capital LLC | 6,261 | $279.4K | 0.03% | +36+0.6% | Added |
| Northeast Financial Group, Inc. | 6,189 | $278.8K | 0.20% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 6,240 | $278.4K | 0.10% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 6,238 | $278.3K | 0.14% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 6,237 | $278.3K | 0.09% | −4−0.1% | Reduced |
| Center for Financial Planning, Inc. | 6,234 | $278.1K | 0.06% | +85+1.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,233 | $278.1K | 0.14% | +66+1.1% | Added |