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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 39,221 | $1.75M | 0.10% | −345−0.9% | Reduced |
| Verus Capital Partners, LLC | 39,171 | $1.75M | 0.27% | +4,628+13.4% | Added |
| Private Trust Co NA | 38,850 | $1.73M | 0.24% | −73−0.2% | Reduced |
| HAP Trading, LLC | 38,518 | $1.72M | 0.42% | +38,518 | New |
| Simmons Bank | 38,381 | $1.71M | 0.15% | −4,863−11.2% | Reduced |
| Coldstream Capital Management Inc | 38,264 | $1.71M | 0.06% | −1,525−3.8% | Reduced |
| NewEdge Wealth, LLC | 37,948 | $1.69M | 0.06% | +1,151+3.1% | Added |
| RIA Advisory Group LLC | 37,816 | $1.69M | 0.78% | +14,962+65.5% | Added |
| Means Investment Co., Inc. | 37,776 | $1.69M | 0.30% | −1,106−2.8% | Reduced |
| Boston Private Wealth LLC | 37,739 | $1.68M | 0.02% | +2,137+6.0% | Added |
| Western Wealth Management, LLC | 37,724 | $1.68M | 0.16% | +4,790+14.5% | Added |
| Fisher Asset Management, LLC | 37,624 | $1.68M | 0.00% | −6,635−15.0% | Reduced |
| Investors Asset Management of Georgia Inc | 37,586 | $1.68M | 0.90% | −2,600−6.5% | Reduced |
| Richard Bernstein Advisors LLC | 37,528 | $1.67M | 0.04% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 37,465 | $1.67M | 0.49% | +1,605+4.5% | Added |
| Savant Capital, LLC | 37,459 | $1.67M | 0.03% | +3,396+10.0% | Added |
| Washington Trust Bank | 37,427 | $1.67M | 0.18% | −43−0.1% | Reduced |
| ICA Group Wealth Management, LLC | 37,328 | $1.67M | 0.40% | +1,429+4.0% | Added |
| Vontobel Holding Ltd. | 37,290 | $1.66M | 0.02% | +5,801+18.4% | Added |
| Resources Investment Advisors, LLC. | 37,279 | $1.66M | 0.04% | +407+1.1% | Added |
| Loudon Investment Management, LLC | 37,244 | $1.66M | 1.15% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 34,965 | $1.66M | 0.97% | +1,141+3.4% | Added |
| IHT Wealth Management, LLC | 37,096 | $1.66M | 0.09% | +40.0% | Added |
| Pensionfund Sabic | 37,000 | $1.65M | 0.57% | −4,000−9.8% | Reduced |
| DuPont Capital Management Corp | 36,989 | $1.65M | 0.08% | +8,713+30.8% | Added |
| Stolper Co | 36,687 | $1.64M | 0.70% | +5,766+18.6% | Added |
| Cornerstone Wealth Management, LLC | 36,568 | $1.63M | 0.16% | +36,568 | New |
| Weinberger Asset Management, Inc | 36,483 | $1.63M | 0.95% | +497+1.4% | Added |
| Kavar Capital Partners Group, LLC | 36,447 | $1.63M | 0.35% | +750+2.1% | Added |
| Intercontinental Wealth Advisors, LLC | 36,363 | $1.62M | 0.41% | −123−0.3% | Reduced |
| Essex Financial Services, Inc. | 36,357 | $1.62M | 0.17% | +1,799+5.2% | Added |
| Wolverine Trading, LLC | 36,441 | $1.62M | 0.05% | +36,441 | New |
| Harbour Investments, Inc. | 36,165 | $1.61M | 0.09% | +6,520+22.0% | Added |
| Manhattan West Asset Management, LLC | 36,023 | $1.61M | 0.70% | +6,388+21.6% | Added |
| Poehling Capital Management, LLC | 35,919 | $1.60M | 0.54% | −130.0% | Reduced |
| Northeast Financial Consultants Inc | 35,914 | $1.60M | 0.10% | −2,308−6.0% | Reduced |
| First Foundation Advisors | 35,679 | $1.59M | 0.07% | −4,349−10.9% | Reduced |
| We Are One Seven, LLC | 35,363 | $1.58M | 0.10% | −340−1.0% | Reduced |
| Convergence Investment Partners, LLC | 35,157 | $1.57M | 0.92% | +11,385+47.9% | Added |
| J.W. Cole Advisors, Inc. | 35,132 | $1.57M | 0.11% | +3,309+10.4% | Added |
| Moors & Cabot, Inc. | 35,107 | $1.57M | 0.11% | −807−2.2% | Reduced |
| Caldwell Trust Co | 35,088 | $1.57M | 0.22% | −817−2.3% | Reduced |
| FineMark National Bank & Trust | 35,012 | $1.56M | 0.07% | −788−2.2% | Reduced |
| Elevated Capital Advisors, LLC | 34,798 | $1.55M | 0.56% | +433+1.3% | Added |
| Accurate Wealth Management, LLC | 34,858 | $1.55M | 0.53% | +13,062+59.9% | Added |
| Griffin Asset Management, Inc. | 34,270 | $1.53M | 0.21% | +345+1.0% | Added |
| Quantitative Investment Management, LLC | 34,234 | $1.53M | 0.32% | +27,390+400.2% | Added |
| Csenge Advisory Group | 33,917 | $1.51M | 0.11% | −105−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,913 | $1.51M | 0.01% | −135,443−80.0% | Reduced |
| Crawford Investment Counsel Inc | 33,867 | $1.51M | 0.03% | −7,251−17.6% | Reduced |
| Geneos Wealth Management Inc. | 33,708 | $1.50M | 0.09% | −6,163−15.5% | Reduced |
| Algert Global LLC | 33,683 | $1.50M | 0.07% | +14,602+76.5% | Added |
| Bollard Group LLC | 33,546 | $1.50M | 0.05% | +342+1.0% | Added |
| Axxcess Wealth Management, LLC | 33,518 | $1.50M | 0.12% | −62,759−65.2% | Reduced |
| Mill Capital Management, LLC | 33,244 | $1.48M | 0.15% | −3,443−9.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 33,225 | $1.48M | 0.41% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 33,168 | $1.48M | 0.06% | +1,431+4.5% | Added |
| Private Portfolio Partners LLC | 33,116 | $1.48M | 0.40% | −842−2.5% | Reduced |
| Marino, Stram & Associates LLC | 32,882 | $1.47M | 0.44% | +495+1.5% | Added |
| Ziegler Capital Management, LLC | 32,718 | $1.46M | 0.06% | −140−0.4% | Reduced |
| Lynch & Associates | 32,725 | $1.46M | 0.38% | −111−0.3% | Reduced |
| SG Americas Securities, LLC | 32,705 | $1.46M | 0.02% | +28,576+692.1% | Added |
| Tokio Marine Asset Management Co Ltd | 32,652 | $1.46M | 0.10% | +4,093+14.3% | Added |
| Range Financial Group LLC | 32,546 | $1.45M | 0.95% | +4,387+15.6% | Added |
| Inceptionr LLC | 32,245 | $1.44M | 0.46% | +32,245 | New |
| Parallel Advisors, LLC | 32,227 | $1.44M | 0.05% | +8,538+36.0% | Added |
| Tower Research Capital LLC (TRC) | 32,214 | $1.44M | 0.05% | −6,144−16.0% | Reduced |
| Valmark Advisers, Inc. | 32,035 | $1.43M | 0.03% | +18+0.1% | Added |
| Edgestream Partners, L.P. | 31,947 | $1.43M | 0.16% | +22,028+222.1% | Added |
| Botty Investors LLC | 31,267 | $1.42M | 0.62% | 00.0% | Unchanged |
| Bessemer Group Inc | 31,901 | $1.42M | 0.00% | −4,230−11.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31,670 | $1.41M | 0.06% | +5,627+21.6% | Added |
| Berkshire Asset Management LLC | 31,650 | $1.41M | 0.09% | −4,141−11.6% | Reduced |
| Fortis Capital Advisors, LLC | 31,511 | $1.41M | 0.75% | +24,646+359.0% | Added |
| Linden Thomas Advisory Services, LLC | 31,503 | $1.41M | 0.35% | +3,482+12.4% | Added |
| Jaffetilchin Investment Partners, LLC | 31,495 | $1.41M | 0.16% | +425+1.4% | Added |
| Lee Danner & Bass Inc | 31,389 | $1.40M | 0.13% | −2,270−6.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 30,478 | $1.39M | 0.03% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 31,194 | $1.39M | 0.55% | −1,004−3.1% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 31,121 | $1.39M | 0.97% | 00.0% | Unchanged |
| Rothschild Investment Corp | 31,113 | $1.39M | 0.12% | −174−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 30,440 | $1.39M | 0.09% | +4,096+15.5% | Added |
| Chelsea Counsel Co | 30,400 | $1.39M | 0.67% | +2,220+7.9% | Added |
| Exencial Wealth Advisors, LLC | 30,991 | $1.38M | 0.07% | −3,952−11.3% | Reduced |
| GM Advisory Group, Inc. | 30,926 | $1.38M | 0.13% | +4,638+17.6% | Added |
| Brandywine Trust Co | 30,814 | $1.37M | 0.37% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 30,704 | $1.37M | 0.96% | +90+0.3% | Added |
| Fulton Bank, N.A. | 30,690 | $1.37M | 0.07% | −180−0.6% | Reduced |
| Delta Financial Group, Inc. | 30,482 | $1.36M | 0.53% | −608−2.0% | Reduced |
| Wedbush Securities Inc | 30,229 | $1.35M | 0.07% | +110+0.4% | Added |
| Flagship Harbor Advisors, LLC | 30,166 | $1.35M | 0.13% | −1,636−5.1% | Reduced |
| First Hawaiian Bank | 30,064 | $1.34M | 0.05% | +3,425+12.9% | Added |
| HBW Advisory Services LLC | 29,881 | $1.33M | 0.33% | +5,013+20.2% | Added |
| Owen LaRue, LLC | 29,338 | $1.33M | 1.44% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 29,643 | $1.32M | 0.37% | +1,229+4.3% | Added |
| WP Advisors, LLC | 29,571 | $1.32M | 0.54% | −291−1.0% | Reduced |
| King Luther Capital Management Corp | 29,467 | $1.31M | 0.01% | −336−1.1% | Reduced |
| SYSTM Wealth Solutions LLC | 29,354 | $1.31M | 0.20% | −225−0.8% | Reduced |
| Longfellow Investment Management Co LLC | 29,331 | $1.31M | 0.30% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 29,240 | $1.30M | 0.24% | −4,601−13.6% | Reduced |