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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 55,661 | $2.48M | 0.16% | +18,375+49.3% | Added |
| Edgar Lomax Co | 55,640 | $2.48M | 0.16% | 00.0% | Unchanged |
| Roundview Capital LLC | 55,198 | $2.46M | 0.26% | +2,789+5.3% | Added |
| Hunter Associates Investment Management LLC | 55,062 | $2.45M | 0.53% | −9,717−15.0% | Reduced |
| Trust Co of Virginia | 54,910 | $2.45M | 0.27% | −55,586−50.3% | Reduced |
| ProVise Management Group, LLC | 54,629 | $2.44M | 0.23% | +5,125+10.4% | Added |
| Deltec Asset Management LLC | 54,547 | $2.43M | 0.60% | −1,315−2.4% | Reduced |
| Salem Investment Counselors Inc | 53,586 | $2.43M | 0.10% | +2,049+4.0% | Added |
| Ci Investments Inc. | 54,173 | $2.42M | 0.01% | −1,717−3.1% | Reduced |
| Verdence Capital Advisors LLC | 53,833 | $2.40M | 0.29% | +4,534+9.2% | Added |
| Parthenon LLC | 53,295 | $2.38M | 0.36% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 53,054 | $2.37M | 0.61% | +978+1.9% | Added |
| Parallax Volatility Advisers, L.P. | 52,730 | $2.35M | 0.08% | −39,118−42.6% | Reduced |
| United Capital Financial Advisers, LLC | 52,730 | $2.35M | 0.01% | −10,644−16.8% | Reduced |
| Capital Investment Advisory Services, LLC | 52,725 | $2.35M | 0.28% | −1,014−1.9% | Reduced |
| Winning Points Advisors, LLC | 52,409 | $2.34M | 2.82% | −979−1.8% | Reduced |
| Virtu Financial LLC | 52,269 | $2.33M | 0.25% | +37,152+245.8% | Added |
| First Heartland Consultants, Inc. | 52,179 | $2.33M | 0.35% | −758−1.4% | Reduced |
| Clearstead Advisors, LLC | 51,837 | $2.31M | 0.17% | +118+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 51,752 | $2.31M | 0.27% | −5,887−10.2% | Reduced |
| Pitcairn Co | 51,619 | $2.30M | 0.21% | +5,480+11.9% | Added |
| Cohen Klingenstein LLC | 51,479 | $2.30M | 0.11% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 51,334 | $2.29M | 0.25% | +21,779+73.7% | Added |
| Stratos Wealth Partners, LTD. | 51,201 | $2.28M | 0.06% | −5,661−10.0% | Reduced |
| Twin Tree Management, LP | 51,117 | $2.28M | 0.06% | +51,117 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,030 | $2.28M | 0.03% | +10,630+26.3% | Added |
| Founders Financial Alliance, LLC | 49,104 | $2.26M | 1.13% | +1,883+4.0% | Added |
| Pinnacle Associates Ltd | 50,497 | $2.25M | 0.05% | −4,722−8.6% | Reduced |
| Stonegate Investment Group, LLC | 50,075 | $2.23M | 0.08% | −7,174−12.5% | Reduced |
| Vestcor Inc | 49,723 | $2.22M | 0.08% | +7,003+16.4% | Added |
| HB Wealth Management, LLC | 49,653 | $2.22M | 0.04% | +2,838+6.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 49,123 | $2.19M | 0.03% | +11,555+30.8% | Added |
| Carnegie Capital Asset Management, LLC | 48,832 | $2.18M | 0.09% | +9,634+24.6% | Added |
| Federation des caisses Desjardins du Quebec | 48,716 | $2.17M | 0.02% | +2,968+6.5% | Added |
| Stratos Wealth Advisors, LLC | 48,694 | $2.17M | 0.17% | +17,855+57.9% | Added |
| Trust Co of Vermont | 48,556 | $2.17M | 0.15% | +3,140+6.9% | Added |
| Koshinski Asset Management, Inc. | 48,524 | $2.17M | 0.21% | +223+0.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 48,496 | $2.16M | 0.13% | +7,380+17.9% | Added |
| Doliver Advisors, LP | 48,226 | $2.15M | 0.68% | +2,751+6.0% | Added |
| Ferguson Wellman Capital Management, Inc | 47,607 | $2.12M | 0.05% | −590−1.2% | Reduced |
| Prospera Financial Services Inc | 47,519 | $2.12M | 0.09% | −1,240−2.5% | Reduced |
| Buckhead Capital Management LLC | 47,359 | $2.11M | 0.50% | +325+0.7% | Added |
| Financial Sense Advisors, Inc. | 47,174 | $2.10M | 0.96% | +5,068+12.0% | Added |
| Valeo Financial Advisors, LLC | 47,089 | $2.10M | 0.10% | +6,657+16.5% | Added |
| Silvercrest Asset Management Group LLC | 47,005 | $2.10M | 0.02% | −445−0.9% | Reduced |
| Aviance Capital Partners, LLC | 46,546 | $2.08M | 0.46% | +961+2.1% | Added |
| Waters Parkerson & Co., LLC | 46,259 | $2.06M | 0.12% | −967−2.0% | Reduced |
| Hartford Financial Management Inc. | 46,149 | $2.06M | 0.53% | 00.0% | Unchanged |
| South State Corp. | 46,139 | $2.06M | 0.19% | −2,249−4.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 45,545 | $2.03M | 0.49% | +201+0.4% | Added |
| Proequities, Inc. | 44,524 | $2.03M | 0.16% | +2,007+4.7% | Added |
| Financial Partners Group, LLC | 45,439 | $2.03M | 1.06% | −422−0.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 45,286 | $2.02M | 0.63% | +819+1.8% | Added |
| M Holdings Securities, Inc. | 45,260 | $2.02M | 0.21% | −4,731−9.5% | Reduced |
| NBT Bank N A | 44,851 | $2.00M | 0.29% | −120−0.3% | Reduced |
| Hilltop Holdings Inc. | 44,839 | $2.00M | 0.27% | +1,181+2.7% | Added |
| Change Path, LLC | 44,685 | $1.99M | 0.10% | +9,340+26.4% | Added |
| Ossiam | 44,533 | $1.99M | 0.04% | +17,331+63.7% | Added |
| North Star Asset Management Inc | 44,367 | $1.98M | 0.12% | −581−1.3% | Reduced |
| HM Payson & Co | 44,321 | $1.98M | 0.05% | −2,961−6.3% | Reduced |
| Green Square Capital Advisors LLC | 44,130 | $1.97M | 0.26% | +2,964+7.2% | Added |
| Pathstone Family Office, LLC | 45,532 | $1.97M | 0.03% | −19,541−30.0% | Reduced |
| Independence Bank of Kentucky | 43,956 | $1.96M | 0.85% | +750+1.7% | Added |
| Redwood Investment Management, LLC | 43,730 | $1.95M | 0.21% | +2,997+7.4% | Added |
| Confluence Wealth Services, Inc. | 43,580 | $1.94M | 0.45% | −3,708−7.8% | Reduced |
| KMG Fiduciary Partners, LLC | 43,474 | $1.94M | 0.28% | +37,555+634.5% | Added |
| X-Square Capital, LLC | 43,271 | $1.93M | 1.14% | −6,282−12.7% | Reduced |
| Spreng Capital Management, Inc. | 43,259 | $1.93M | 1.67% | −3,026−6.5% | Reduced |
| TrimTabs Asset Management, LLC | 43,115 | $1.92M | 1.03% | +5,620+15.0% | Added |
| Alley Investment Management Company, LLC | 43,028 | $1.92M | 0.32% | −150,868−77.8% | Reduced |
| Kinloch Capital, LLC | 42,895 | $1.91M | 1.12% | −30,309−41.4% | Reduced |
| Greenleaf Trust | 42,684 | $1.90M | 0.02% | +2,406+6.0% | Added |
| ORG Partners LLC | 42,389 | $1.90M | 0.46% | +42,389 | New |
| Moody National Bank Trust Division | 42,237 | $1.88M | 0.16% | +113+0.3% | Added |
| Ellenbecker Investment Group | 42,143 | $1.88M | 0.51% | −477−1.1% | Reduced |
| RSM US Wealth Management LLC | 42,118 | $1.88M | 0.07% | +8,082+23.7% | Added |
| Westpac Banking Corp | 42,110 | $1.88M | 0.03% | +6,552+18.4% | Added |
| Perpetual Ltd | 42,110 | $1.88M | 0.02% | +42,110 | New |
| Hayek Kallen Investment Management | 41,988 | $1.87M | 0.85% | −484−1.1% | Reduced |
| OmniStar Financial Group, Inc. | 41,453 | $1.85M | 2.35% | −2,872−6.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 41,444 | $1.85M | 0.25% | −35,823−46.4% | Reduced |
| Wetherby Asset Management Inc | 41,347 | $1.84M | 0.11% | +3,892+10.4% | Added |
| Howard Capital Management Group, LLC | 41,184 | $1.84M | 0.19% | +2,615+6.8% | Added |
| Nations Financial Group Inc, | 40,892 | $1.82M | 0.19% | +1,467+3.7% | Added |
| Disciplined Equity Management, Inc. | 40,835 | $1.82M | 1.54% | +30+0.1% | Added |
| Ameritas Advisory Services, LLC | 39,589 | $1.81M | 0.09% | −13,843−25.9% | Reduced |
| Wright Investors Service Inc | 40,494 | $1.81M | 0.51% | −12,444−23.5% | Reduced |
| Bleakley Financial Group, LLC | 40,461 | $1.81M | 0.06% | +3,629+9.9% | Added |
| Centaurus Financial, Inc. | 40,239 | $1.79M | 0.14% | +2,171+5.7% | Added |
| Sunbelt Securities, Inc. | 40,328 | $1.79M | 0.29% | +4,694+13.2% | Added |
| Cullinan Associates Inc | 40,011 | $1.79M | 0.10% | +4,361+12.2% | Added |
| Maxi Investments CY Ltd | 40,000 | $1.78M | 1.44% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 39,899 | $1.78M | 0.20% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 39,782 | $1.78M | 0.03% | +550+1.4% | Added |
| Teza Capital Management LLC | 39,717 | $1.77M | 0.38% | +24,935+168.7% | Added |
| Balentine LLC | 39,651 | $1.77M | 0.06% | −3,715−8.6% | Reduced |
| Independent Financial Group, LLC | 39,532 | $1.76M | 0.14% | +1,714+4.5% | Added |
| Affinity Investment Advisors, LLC | 39,431 | $1.76M | 0.94% | −7,889−16.7% | Reduced |
| Boothbay Fund Management, LLC | 39,291 | $1.75M | 0.05% | +33,962+637.3% | Added |
| BBR Partners, LLC | 39,267 | $1.75M | 0.20% | +124+0.3% | Added |