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 |
|---|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | 5,096 | $232.2K | 0.04% | −310−5.7% | Reduced |
| Chiron Capital Management, LLC | 5,201 | $232.1K | 0.16% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 5,200 | $232.0K | 0.15% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 5,091 | $232.0K | 0.04% | −10−0.2% | Reduced |
| Magnus Financial Group LLC | 5,198 | $231.9K | 0.04% | −74−1.4% | Reduced |
| Coastal Capital Group, Inc. | 5,187 | $231.4K | 0.05% | +114+2.2% | Added |
| Breakwater Capital Group | 5,176 | $231.0K | 0.10% | +96+1.9% | Added |
| Triumph Capital Management | 5,170 | $230.7K | 0.12% | +5,170 | New |
| Morris Financial Concepts, Inc. | 5,162 | $230.3K | 0.16% | −132−2.5% | Reduced |
| Bluesphere Advisors, LLC | 5,153 | $229.9K | 0.19% | +60+1.2% | Added |
| Cardiff Park Advisors, LLC | 5,149 | $229.8K | 0.03% | +136+2.7% | Added |
| Apeiron RIA LLC | 5,159 | $229.2K | 0.08% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 5,125 | $228.7K | 0.05% | +65+1.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,110 | $228.0K | 0.03% | −2,640−34.1% | Reduced |
| RKL Wealth Management LLC | 5,108 | $227.9K | 0.03% | −285−5.3% | Reduced |
| Eagle Ridge Investment Management | 5,108 | $227.9K | 0.03% | +5,108 | New |
| Gries Financial LLC | 5,105 | $227.8K | 0.07% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 5,088 | $227.0K | 0.14% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,076 | $226.5K | 0.05% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5,074 | $226.4K | 0.03% | −156−3.0% | Reduced |
| Thompson Davis & Co., Inc. | 5,072 | $226.3K | 0.30% | +5,072 | New |
| Prostatis Group LLC | 5,045 | $225.9K | 0.12% | −12−0.2% | Reduced |
| Corrigan Financial, Inc. | 5,058 | $225.7K | 0.07% | −19−0.4% | Reduced |
| Day & Ennis, LLC | 5,039 | $224.8K | 0.08% | +61+1.2% | Added |
| Fortitude Advisory Group L.L.C. | 5,031 | $224.5K | 0.18% | −271−5.1% | Reduced |
| GSB Wealth Management, LLC | 5,030 | $224.4K | 0.07% | −210−4.0% | Reduced |
| NWF Advisory Services Inc. | 4,951 | $224.3K | 0.05% | +4,951 | New |
| Insight Advisors, LLC | 5,022 | $224.1K | 0.05% | −3,188−38.8% | Reduced |
| Alta Advisers Ltd | 5,000 | $223.1K | 0.13% | 00.0% | Unchanged |
| GFS Advisors, LLC | 4,992 | $223.0K | 0.05% | +4,992 | New |
| Greenhouse Wealth Management, LLC | 4,992 | $222.7K | 0.21% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,990 | $222.7K | 0.17% | +17+0.3% | Added |
| Fort Pitt Capital Group, LLC | 4,990 | $222.7K | 0.01% | −67−1.3% | Reduced |
| Icon Wealth Partners, LLC | 4,965 | $221.5K | 0.02% | +4,965 | New |
| SevenBridge Financial Group, LLC | 4,963 | $221.4K | 0.06% | +5+0.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 4,962 | $221.4K | 0.17% | +243+5.1% | Added |
| Kennedy Investment Group | 4,954 | $221.1K | 0.14% | −481−8.9% | Reduced |
| Pointe Capital Management LLC | 4,951 | $220.9K | 0.16% | +4,951 | New |
| Jag Capital Management, LLC | 4,945 | $220.6K | 0.03% | +4,945 | New |
| Harbor Investment Advisory, LLC | 4,932 | $220.1K | 0.03% | −4−0.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,917 | $219.4K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 4,929 | $219.3K | 0.02% | −12−0.2% | Reduced |
| ZWJ Investment Counsel Inc | 4,913 | $219.2K | 0.01% | +500+11.3% | Added |
| First Citizens Bank & Trust Co | 4,889 | $218.2K | 0.00% | +4,889 | New |
| AXS Investments LLC | 4,875 | $217.5K | 0.07% | −328−6.3% | Reduced |
| Apexium Financial, LP | 4,867 | $217.2K | 0.02% | −99−2.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,870 | $217.0K | 0.14% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 4,864 | $217.0K | 0.12% | 00.0% | Unchanged |
| Vicus Capital | 4,860 | $216.8K | 0.02% | +4,860 | New |
| Buckingham Strategic Partners | 4,842 | $216.1K | 0.01% | −1,878−27.9% | Reduced |
| BLB&B Advisors, LLC | 4,834 | $215.7K | 0.02% | −74−1.5% | Reduced |
| NBW Capital LLC | 4,818 | $215.0K | 0.05% | +411+9.3% | Added |
| Detalus Advisors, LLC | 4,817 | $214.9K | 0.10% | +25+0.5% | Added |
| Perennial Investment Advisors, LLC | 4,816 | $214.8K | 0.04% | −1,014−17.4% | Reduced |
| Mezzasalma Advisors, LLC | 4,811 | $214.7K | 0.15% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,808 | $214.5K | 0.02% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 4,806 | $214.4K | 0.15% | −112−2.3% | Reduced |
| Archer Investment Corp | 4,805 | $214.4K | 0.08% | +2,466+105.4% | Added |
| Tarbox Family Office, Inc. | 4,800 | $214.2K | 0.04% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,800 | $214.2K | 0.02% | +4,800 | New |
| Amica Retiree Medical Trust | 4,791 | $214.0K | 0.23% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,789 | $213.7K | 0.03% | +3,903+440.5% | Added |
| Family Firm, Inc. | 4,779 | $213.2K | 0.06% | +9+0.2% | Added |
| Mark Stevens | 4,772 | $212.9K | 0.03% | −274−5.4% | Reduced |
| Maven Securities LTD | 4,765 | $212.6K | 0.03% | −3,045−39.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 4,754 | $212.1K | 0.02% | +10.0% | Added |
| Thompson Siegel & Walmsley LLC | 4,743 | $212.0K | 0.00% | −39−0.8% | Reduced |
| Channel Wealth LLC | 4,748 | $211.9K | 0.14% | +4,748 | New |
| Parkside Advisors LLC | 4,744 | $211.7K | 0.07% | −985−17.2% | Reduced |
| Weaver Consulting Group | 4,724 | $210.8K | 0.10% | +101+2.2% | Added |
| Barry Investment Advisors, LLC | 4,714 | $210.4K | 0.07% | +40+0.9% | Added |
| German American Bancorp, Inc. | 4,712 | $210.2K | 0.03% | +138+3.0% | Added |
| William Allan, LLC | 4,700 | $209.7K | 0.17% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,685 | $209.0K | 0.04% | −2,355−33.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,665 | $208.2K | 0.02% | −371−7.4% | Reduced |
| Mechanics Financial Corp | 4,665 | $208.2K | 0.12% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,649 | $207.4K | 0.08% | −225−4.6% | Reduced |
| Community Bank, N.A. | 4,645 | $207.2K | 0.03% | −451−8.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,643 | $207.2K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 4,631 | $206.7K | 0.10% | +4,631 | New |
| Lineweaver Wealth Advisors, LLC | 4,629 | $206.5K | 0.06% | −9,543−67.3% | Reduced |
| Act Wealth Management, LLC | 4,628 | $206.5K | 0.12% | +41+0.9% | Added |
| Wedge Capital Management L L P | 4,625 | $206.4K | 0.00% | +4,625 | New |
| Meridian Wealth Partners, LLC | 4,623 | $206.3K | 0.04% | +4,623 | New |
| Ingalls & Snyder LLC | 4,608 | $206.0K | 0.01% | −266−5.5% | Reduced |
| Davis R M Inc | 4,611 | $206.0K | 0.01% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 4,617 | $206.0K | 0.10% | +20+0.4% | Added |
| Baker Boyer National Bank | 4,615 | $205.9K | 0.08% | 00.0% | Unchanged |
| NinePointTwo Capital | 4,604 | $205.0K | 0.08% | −78−1.7% | Reduced |
| Garde Capital, Inc. | 4,592 | $205.0K | 0.02% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 4,583 | $205.0K | 0.10% | +4,583 | New |
| Angeles Wealth Management, LLC | 4,579 | $204.3K | 0.03% | +30+0.7% | Added |
| Next Capital Management LLC | 4,576 | $204.2K | 0.10% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,575 | $204.1K | 0.07% | +4,575 | New |
| Sculati Wealth Management, LLC | 4,573 | $204.0K | 0.11% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 4,578 | $204.0K | 0.00% | −896−16.4% | Reduced |
| Vestor Capital, LLC | 4,582 | $204.0K | 0.02% | −187−3.9% | Reduced |
| Westside Investment Management, Inc. | 4,550 | $203.3K | 0.06% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,537 | $202.4K | 0.05% | −144−3.1% | Reduced |
| Whalerock Point Partners, LLC | 4,533 | $202.3K | 0.08% | +4,533 | New |