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 |
|---|---|---|---|---|---|
| Cypress Capital Group | 83,254 | $3.71M | 0.57% | −6,026−6.7% | Reduced |
| New Mexico Educational Retirement Board | 82,895 | $3.70M | 0.19% | −2,700−3.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 82,806 | $3.69M | 0.16% | +1,753+2.2% | Added |
| NEIRG Wealth Management, LLC | 81,908 | $3.65M | 0.63% | +5,158+6.7% | Added |
| CFM Wealth Partners LLC | 81,040 | $3.62M | 1.00% | +216+0.3% | Added |
| Mechanics Bank Trust Department | 80,937 | $3.61M | 0.61% | −720−0.9% | Reduced |
| Stokes Family Office, LLC | 80,934 | $3.61M | 0.45% | −27,232−25.2% | Reduced |
| Symmetry Partners, LLC | 80,890 | $3.61M | 0.20% | +17,392+27.4% | Added |
| Hosking Partners LLP | 80,730 | $3.60M | 0.17% | −1,057−1.3% | Reduced |
| Metropolitan Life Insurance Co | 79,863 | $3.56M | 0.18% | −21,606−21.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 77,862 | $3.52M | 0.24% | −870−1.1% | Reduced |
| Trustmark National Bank Trust Department | 78,464 | $3.50M | 0.32% | +53,659+216.3% | Added |
| Stephens Inc | 78,396 | $3.50M | 0.07% | +702+0.9% | Added |
| Formidable Asset Management, LLC | 78,098 | $3.49M | 0.74% | +4,247+5.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 77,801 | $3.47M | 0.36% | +451+0.6% | Added |
| First National Trust Co | 77,600 | $3.46M | 0.18% | +12,333+18.9% | Added |
| Belpointe Asset Management LLC | 77,513 | $3.46M | 0.19% | +40,018+106.7% | Added |
| Argent Trust Co | 76,786 | $3.43M | 0.22% | +18,158+31.0% | Added |
| Apollon Wealth Management, LLC | 76,023 | $3.39M | 0.21% | +12,646+20.0% | Added |
| Coho Partners, Ltd. | 75,959 | $3.39M | 0.06% | −17,300−18.6% | Reduced |
| Sawtooth Solutions, LLC | 75,839 | $3.38M | 0.09% | +47,371+166.4% | Added |
| Oxbow Advisors, LLC | 75,766 | $3.38M | 0.60% | +9,198+13.8% | Added |
| Aua Capital Management, LLC | 75,724 | $3.38M | 2.28% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 75,088 | $3.35M | 0.02% | −788,881−91.3% | Reduced |
| Heritage Investors Management Corp | 74,921 | $3.34M | 0.14% | +505+0.7% | Added |
| Industrial Alliance Investment Management Inc. | 74,893 | $3.34M | 0.09% | +68,105+1,003.3% | Added |
| Merit Financial Group, LLC | 74,536 | $3.33M | 0.12% | −9,197−11.0% | Reduced |
| Heritage Trust Co | 73,781 | $3.29M | 0.52% | −70−0.1% | Reduced |
| Sepio Capital, LP | 73,748 | $3.29M | 0.30% | −113−0.2% | Reduced |
| Cornerstone Wealth Group, LLC | 73,690 | $3.29M | 0.58% | +921+1.3% | Added |
| Hollencrest Capital Management | 73,188 | $3.27M | 0.35% | +2,987+4.3% | Added |
| Citizens National Bank Trust Department | 72,992 | $3.26M | 0.90% | −330−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 72,784 | $3.25M | 0.19% | −5,528−7.1% | Reduced |
| Meyer Handelman Co | 72,682 | $3.24M | 0.14% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 72,509 | $3.24M | 0.14% | −3,246−4.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 72,089 | $3.22M | 0.07% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 71,782 | $3.20M | 0.13% | −458−0.6% | Reduced |
| Lavaca Capital LLC | 70,940 | $3.19M | 0.75% | +80.0% | Added |
| Veritable, L.P. | 71,436 | $3.19M | 0.05% | −4,190−5.5% | Reduced |
| Good Life Advisors, LLC | 70,569 | $3.15M | 0.40% | −1,969−2.7% | Reduced |
| Glenview Trust Co | 70,536 | $3.15M | 0.09% | +1,131+1.6% | Added |
| Community Bank & Trust, Waco, Texas | 70,496 | $3.15M | 1.00% | −123−0.2% | Reduced |
| Centiva Capital, LP | 70,392 | $3.14M | 0.17% | +64,342+1,063.5% | Added |
| Altrius Capital Management Inc | 70,238 | $3.13M | 0.96% | −7,260−9.4% | Reduced |
| Bridges Investment Management Inc | 69,857 | $3.12M | 0.11% | +323+0.5% | Added |
| Johnson Investment Counsel Inc | 69,589 | $3.11M | 0.04% | +464+0.7% | Added |
| Bluefin Capital Management, LLC | – | $3.10M | 0.44% | – | – |
| Aviva PLC | 69,283 | $3.09M | 0.01% | −177,091−71.9% | Reduced |
| TD Waterhouse Canada Inc. | 64,276 | $3.08M | 0.03% | +5,019+8.5% | Added |
| Pekin Hardy Strauss, Inc. | 68,861 | $3.07M | 0.48% | −68−0.1% | Reduced |
| Group One Trading, L.P. | 68,798 | $3.07M | 0.15% | +62,394+974.3% | Added |
| Raymond James Trust N.A. | 68,549 | $3.06M | 0.10% | −357−0.5% | Reduced |
| Arnhold LLC | 67,695 | $3.02M | 0.34% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 67,688 | $3.02M | 0.41% | +14,471+27.2% | Added |
| Fernwood Investment Management, LLC | 67,081 | $2.99M | 1.15% | −111−0.2% | Reduced |
| Level Four Advisory Services, LLC | 66,684 | $2.98M | 0.20% | +3,597+5.7% | Added |
| Wintrust Investments LLC | 66,289 | $2.96M | 0.38% | +2,007+3.1% | Added |
| DFPG Investments, LLC | 66,218 | $2.95M | 0.32% | +5,642+9.3% | Added |
| FDx Advisors, Inc. | 64,557 | $2.95M | 0.13% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 66,110 | $2.95M | 0.16% | +163+0.2% | Added |
| Cornercap Investment Counsel Inc | 65,789 | $2.94M | 0.52% | +1,576+2.5% | Added |
| Concorde Asset Management, LLC | 65,374 | $2.92M | 3.46% | +1,886+3.0% | Added |
| Contrarius Investment Management Ltd | 65,075 | $2.90M | 0.15% | −18,824−22.4% | Reduced |
| Park Circle Co | 64,750 | $2.89M | 2.80% | 00.0% | Unchanged |
| Ostrum Asset Management | 64,664 | $2.89M | 0.25% | +64,664 | New |
| Bryn Mawr Trust Co | 64,633 | $2.88M | 0.13% | −365−0.6% | Reduced |
| Heritage Wealth Advisors | 64,380 | $2.87M | 0.16% | −1,678−2.5% | Reduced |
| Tudor Investment Corp Et Al | 63,946 | $2.85M | 0.05% | +22,788+55.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 63,900 | $2.84M | 0.43% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 63,534 | $2.83M | 0.23% | −1,002−1.6% | Reduced |
| Weiss Asset Management LP | 63,500 | $2.83M | 0.22% | +63,500 | New |
| Associated Banc-Corp | 63,458 | $2.83M | 0.11% | −3,699−5.5% | Reduced |
| Haverford Trust Co | 62,934 | $2.81M | 0.03% | −1,309−2.0% | Reduced |
| Verus Financial Partners, Inc. | 60,558 | $2.79M | 0.38% | −89−0.1% | Reduced |
| Bronte Capital Management Pty Ltd. | 62,166 | $2.77M | 0.32% | −3,317−5.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 60,761 | $2.77M | 0.22% | +1,393+2.3% | Added |
| Kovack Advisors, Inc. | 61,850 | $2.76M | 0.38% | +35,083+131.1% | Added |
| Clark Estates Inc | 61,800 | $2.76M | 0.55% | −12,000−16.3% | Reduced |
| Financial Counselors Inc | 61,642 | $2.75M | 0.06% | −2,579−4.0% | Reduced |
| Capital Square, LLC | 61,145 | $2.72M | 2.51% | −3,043−4.7% | Reduced |
| Tiaa, FSB | 60,441 | $2.70M | 0.01% | +704+1.2% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 59,886 | $2.67M | 2.27% | −1,996−3.2% | Reduced |
| Park Avenue Securities LLC | 59,707 | $2.66M | 0.05% | −59,724−50.0% | Reduced |
| Federated Hermes, Inc. | 59,662 | $2.66M | 0.01% | −15,495−20.6% | Reduced |
| Ancora Advisors, LLC | 59,487 | $2.65M | 0.08% | +1,187+2.0% | Added |
| CSS LLC | 59,200 | $2.64M | 0.20% | +10,200+20.8% | Added |
| Fred Alger Management, LLC | 58,854 | $2.63M | 0.01% | +5,341+10.0% | Added |
| Eisler Capital (US) LLC | 58,415 | $2.61M | 1.32% | +58,415 | New |
| Integrated Wealth Concepts LLC | 58,379 | $2.60M | 0.05% | +32,681+127.2% | Added |
| Marcum Wealth, LLC | 58,378 | $2.60M | 0.33% | −1,653−2.8% | Reduced |
| Ieq Capital, LLC | 58,276 | $2.60M | 0.06% | +17,670+43.5% | Added |
| Investmark Advisory Group LLC | 57,978 | $2.59M | 1.90% | +2,857+5.2% | Added |
| Whittier Trust Co of Nevada Inc | 57,902 | $2.58M | 0.09% | −562−1.0% | Reduced |
| Hohimer Wealth Management, LLC | 57,791 | $2.58M | 0.75% | +18,689+47.8% | Added |
| Hancock Whitney Corp | 57,795 | $2.58M | 0.10% | −1,251−2.1% | Reduced |
| Allworth Financial LP | 57,493 | $2.57M | 0.03% | −60.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 57,155 | $2.55M | 0.04% | −432−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 56,679 | $2.53M | 0.34% | −677−1.2% | Reduced |
| Spears Abacus Advisors LLC | 56,130 | $2.50M | 0.22% | −28,211−33.4% | Reduced |
| Dana Investment Advisors, Inc. | 55,912 | $2.49M | 0.13% | −530−0.9% | Reduced |