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; 2,575 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 144,930 | $6.47M | 0.30% | −21,940−13.1% | Reduced |
| HighTower Trust Services, LTA | 138,469 | $6.45M | 0.63% | +5,544+4.2% | Added |
| Capula Management Ltd | 143,605 | $6.41M | 0.56% | +124,275+642.9% | Added |
| Maryland State Retirement & Pension System | 141,935 | $6.33M | 0.14% | +1,346+1.0% | Added |
| Kentucky Retirement Systems | 141,177 | $6.30M | 0.23% | −406−0.3% | Reduced |
| Central Trust Co | 140,655 | $6.28M | 0.18% | +913+0.7% | Added |
| Kennon-Green & Company, LLC | 140,187 | $6.26M | 5.92% | −9,665−6.4% | Reduced |
| Whittier Trust Co | 139,872 | $6.24M | 0.11% | +261+0.2% | Added |
| Quadrature Capital Ltd | 139,383 | $6.22M | 0.17% | +121,272+669.6% | Added |
| Greylin Investment Mangement Inc | 138,916 | $6.20M | 1.13% | +1,716+1.3% | Added |
| Daiwa Securities Group Inc. | 138,314 | $6.17M | 0.04% | −78,753−36.3% | Reduced |
| Atria Wealth Solutions, Inc. | 137,507 | $6.15M | 0.09% | −5,986−4.2% | Reduced |
| NorthRock Partners, LLC | 137,584 | $6.14M | 0.65% | −3,392−2.4% | Reduced |
| Capital Group Private Client Services, Inc. | 137,328 | $6.13M | 0.08% | −14,293−9.4% | Reduced |
| Aptus Capital Advisors, LLC | 132,085 | $5.90M | 0.17% | −9,213−6.5% | Reduced |
| CWA Asset Management Group, LLC | 132,083 | $5.89M | 0.44% | −63,550−32.5% | Reduced |
| Hyman Charles D | 132,021 | $5.89M | 0.39% | −3,983−2.9% | Reduced |
| Engineers Gate Manager LP | 131,287 | $5.86M | 0.24% | +113,857+653.2% | Added |
| LVM Capital Management Ltd | 130,349 | $5.82M | 0.81% | +3,310+2.6% | Added |
| Crossmark Global Holdings, Inc. | 129,589 | $5.78M | 0.14% | +5,072+4.1% | Added |
| Avantax Advisory Services, Inc. | 129,533 | $5.78M | 0.07% | +9,579+8.0% | Added |
| CWM, LLC | 127,560 | $5.69M | 0.04% | +28,273+28.5% | Added |
| WBI Investments | 126,972 | $5.67M | 1.13% | +45,944+56.7% | Added |
| Cubist Systematic Strategies, LLC | 126,545 | $5.65M | 0.05% | +47,884+60.9% | Added |
| Capital Management Corp | 126,265 | $5.63M | 1.29% | +1,865+1.5% | Added |
| Hennessy Advisors Inc | 125,500 | $5.60M | 0.41% | +12,700+11.3% | Added |
| Beacon Pointe Advisors, LLC | 125,203 | $5.59M | 0.10% | +33,296+36.2% | Added |
| Independent Advisor Alliance | 124,320 | $5.55M | 0.27% | +5,258+4.4% | Added |
| Windle Wealth, LLC | 123,510 | $5.51M | 4.09% | +2,559+2.1% | Added |
| Atria Investments LLC | 123,084 | $5.49M | 0.10% | +5,727+4.9% | Added |
| Investment Management Associates Inc | 121,767 | $5.43M | 2.24% | −55,338−31.2% | Reduced |
| Johnson Financial Group, Inc. | 120,957 | $5.43M | 0.39% | +13,337+12.4% | Added |
| Regions Financial Corp | 120,772 | $5.39M | 0.05% | −2,574−2.1% | Reduced |
| Claybrook Capital, LLC | 120,458 | $5.37M | 3.00% | +10,265+9.3% | Added |
| Nomura Holdings Inc | 120,027 | $5.36M | 0.05% | −4,457−3.6% | Reduced |
| Banque Cantonale Vaudoise | 119,338 | $5.33M | 0.26% | −1,565−1.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 118,668 | $5.29M | 0.22% | −530−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 118,617 | $5.29M | 0.22% | +2,787+2.4% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 118,082 | $5.27M | 1.84% | −9,384−7.4% | Reduced |
| KBC Group NV | 117,852 | $5.26M | 0.02% | +7,930+7.2% | Added |
| Howe & Rusling Inc | 117,666 | $5.25M | 0.63% | +1,350+1.2% | Added |
| Norinchukin Bank, The | 117,047 | $5.22M | 0.10% | +3,163+2.8% | Added |
| Peapack Gladstone Financial Corp | 114,696 | $5.20M | 0.10% | −5,485−4.6% | Reduced |
| Louisiana State Employees Retirement System | 116,100 | $5.18M | 0.13% | +300+0.3% | Added |
| D. E. Shaw & Co., Inc. | 115,987 | $5.18M | 0.01% | −6,224−5.1% | Reduced |
| Winton Group Ltd | 115,303 | $5.14M | 0.31% | +9,450+8.9% | Added |
| Callodine Capital Management, LP | 115,000 | $5.13M | 1.51% | −45,000−28.1% | Reduced |
| Principal Street Partners, LLC | 114,541 | $5.11M | 1.29% | +2,633+2.4% | Added |
| Boyer & Corporon Wealth Management, LLC | 114,430 | $5.11M | 1.62% | +3,074+2.8% | Added |
| Steward Partners Investment Advisory, LLC | 113,662 | $5.07M | 0.08% | +806+0.7% | Added |
| Keystone Financial Planning, Inc. | 113,457 | $5.06M | 1.72% | −268−0.2% | Reduced |
| Fifth Third Bancorp | 113,135 | $5.05M | 0.02% | −12,926−10.3% | Reduced |
| Sage Capital Advisors,llc | 111,970 | $5.00M | 1.90% | +9,770+9.6% | Added |
| Toroso Investments, LLC | 111,908 | $4.99M | 0.16% | +13,453+13.7% | Added |
| M&G Investment Management Ltd | 109,953 | $4.95M | 0.03% | +19,823+22.0% | Added |
| Symphony Financial, Ltd. Co. | 110,795 | $4.93M | 1.28% | +7,379+7.1% | Added |
| Salomon & Ludwin, LLC | 108,754 | $4.85M | 0.58% | +180.0% | Added |
| Rafferty Asset Management, LLC | 107,985 | $4.82M | 0.03% | +7,800+7.8% | Added |
| National Asset Management, Inc. | 105,625 | $4.80M | 0.13% | −8,937−7.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 107,497 | $4.80M | 2.51% | +11,130+11.5% | Added |
| Venture Visionary Partners LLC | 107,420 | $4.79M | 0.30% | +9,906+10.2% | Added |
| Grassi Investment Management | 107,386 | $4.79M | 0.59% | −1,000−0.9% | Reduced |
| Hutner Capital Management Inc | 106,160 | $4.74M | 2.88% | −486−0.5% | Reduced |
| Motco | 106,048 | $4.73M | 0.32% | +1,660+1.6% | Added |
| Massmutual Trust Co FSB | 106,033 | $4.73M | 0.18% | +2,016+1.9% | Added |
| Beacon Financial Group | 106,295 | $4.73M | 0.66% | −2,846−2.6% | Reduced |
| Ar Asset Management Inc | 103,626 | $4.62M | 1.24% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 101,805 | $4.54M | 1.64% | +1,320+1.3% | Added |
| Umb Bank N A | 100,653 | $4.49M | 0.07% | −3,639−3.5% | Reduced |
| Fluent Financial, LLC | 100,429 | $4.48M | 3.07% | +6,516+6.9% | Added |
| KWMG, LLC | 98,877 | $4.41M | 0.60% | +3,398+3.6% | Added |
| LVW Advisors, LLC | 98,854 | $4.41M | 0.88% | +2,627+2.7% | Added |
| Sowell Financial Services LLC | 97,975 | $4.37M | 0.34% | −14,827−13.1% | Reduced |
| MainStreet Investment Advisors LLC | 97,311 | $4.34M | 0.48% | +3,038+3.2% | Added |
| Hantz Financial Services, Inc. | 96,569 | $4.31M | 0.12% | +2,009+2.1% | Added |
| Jarislowsky, Fraser Ltd | 96,087 | $4.29M | 0.03% | −438−0.5% | Reduced |
| GQG Partners LLC | 95,906 | $4.28M | 0.01% | −12,079,666−99.2% | Reduced |
| Equitable Holdings, Inc. | 95,669 | $4.27M | 0.07% | +18,878+24.6% | Added |
| Baldwin Brothers Inc | 94,097 | $4.20M | 0.37% | +87+0.1% | Added |
| Ascent Group, LLC | 93,359 | $4.17M | 0.44% | +2,623+2.9% | Added |
| Scotia Capital Inc. | 92,602 | $4.13M | 0.03% | +1,507+1.7% | Added |
| Mutual Advisors, LLC | 92,381 | $4.12M | 0.17% | +7,857+9.3% | Added |
| Panagora Asset Management Inc | 90,616 | $4.04M | 0.03% | −45,107−33.2% | Reduced |
| Edmp, Inc. | 90,604 | $4.04M | 4.05% | +1,473+1.7% | Added |
| Global Retirement Partners, LLC | 86,814 | $4.04M | 0.21% | +13,717+18.8% | Added |
| CIBC World Markets Corp | 90,292 | $4.03M | 0.07% | −153,823−63.0% | Reduced |
| Baugh & Associates, LLC | 88,755 | $4.02M | 2.57% | −1,555−1.7% | Reduced |
| Viking Fund Management LLC | 90,000 | $4.02M | 0.77% | +10,000+12.5% | Added |
| Texas Yale Capital Corp. | 89,887 | $4.01M | 0.20% | −742−0.8% | Reduced |
| Brookstone Capital Management | 88,043 | $4.00M | 0.08% | +11,036+14.3% | Added |
| Jane Street Group, LLC | 88,468 | $3.95M | 0.01% | −185,867−67.8% | Reduced |
| Annex Advisory Services, LLC | 88,369 | $3.94M | 0.21% | −2,339−2.6% | Reduced |
| Coston, McIsaac & Partners | 88,117 | $3.93M | 1.46% | +6,179+7.5% | Added |
| Shilanski & Associates, Inc. | 87,952 | $3.91M | 1.76% | +2,628+3.1% | Added |
| Cresset Asset Management, LLC | 84,988 | $3.87M | 0.08% | −2,689−3.1% | Reduced |
| Stock Yards Bank & Trust Co | 86,469 | $3.86M | 0.15% | −158−0.2% | Reduced |
| Capital International Inc | 85,988 | $3.84M | 0.08% | −9,633−10.1% | Reduced |
| JustInvest LLC | 85,945 | $3.83M | 0.13% | +20,777+31.9% | Added |
| Lincoln National Corp | 83,737 | $3.74M | 0.08% | +563+0.7% | Added |
| MAI Capital Management | 83,621 | $3.73M | 0.06% | +5,594+7.2% | Added |