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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 29,230 | $1.30M | 0.15% | +3,710+14.5% | Added |
| Next Level Private LLC | 29,121 | $1.30M | 1.02% | +1,074+3.8% | Added |
| Dynamic Technology Lab Private Ltd | 29,122 | $1.30M | 0.12% | +29,122 | New |
| Spire Wealth Management | 29,098 | $1.30M | 0.05% | +5,870+25.3% | Added |
| Nicholas Hoffman & Company, LLC. | 29,041 | $1.30M | 0.12% | +25+0.1% | Added |
| Signaturefd, LLC | 28,955 | $1.29M | 0.04% | −376−1.3% | Reduced |
| Valicenti Advisory Services Inc | 28,676 | $1.28M | 0.43% | −755−2.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 28,662 | $1.28M | 0.77% | +537+1.9% | Added |
| CMG Global Holdings, LLC | 28,466 | $1.27M | 1.15% | +143+0.5% | Added |
| Paradigm Financial Partners, LLC | 28,295 | $1.26M | 0.34% | +452+1.6% | Added |
| Wesbanco Bank Inc | 28,291 | $1.26M | 0.05% | −674−2.3% | Reduced |
| Octavia Wealth Advisors, LLC | 27,671 | $1.26M | 0.28% | −10.0% | Reduced |
| 3Chopt Investment Partners, LLC | 27,661 | $1.26M | 0.67% | +7,332+36.1% | Added |
| ETF Managers Group, LLC | 28,229 | $1.26M | 0.04% | −40,704−59.0% | Reduced |
| Coastal Investment Advisors, Inc. | 28,179 | $1.26M | 0.31% | −2,426−7.9% | Reduced |
| Delta Capital Management LLC | 28,085 | $1.25M | 0.88% | −160−0.6% | Reduced |
| Integrated Advisors Network LLC | 28,029 | $1.25M | 0.08% | +2,086+8.0% | Added |
| Leavell Investment Management, Inc. | 27,416 | $1.25M | 0.09% | +60+0.2% | Added |
| Sumitomo Life Insurance Co | 27,981 | $1.25M | 0.11% | −289−1.0% | Reduced |
| Keudell/Morrison Wealth Management | 27,971 | $1.25M | 0.37% | +154+0.6% | Added |
| Applied Capital LLC | 27,868 | $1.24M | 1.23% | −588−2.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 27,610 | $1.23M | 0.11% | +1,245+4.7% | Added |
| Telemus Capital, LLC | 27,606 | $1.23M | 0.11% | −2,616−8.7% | Reduced |
| Shell Asset Management Co | 27,545 | $1.23M | 0.05% | −142−0.5% | Reduced |
| SageView Advisory Group, LLC | 27,363 | $1.22M | 0.08% | +10,736+64.6% | Added |
| FinTrust Capital Advisors, LLC | 26,693 | $1.22M | 0.30% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 27,134 | $1.21M | 0.55% | −874−3.1% | Reduced |
| Wedgewood Investors Inc | 27,037 | $1.21M | 1.58% | +525+2.0% | Added |
| Pine Valley Investments Ltd Liability Co | 33,036 | $1.20M | 0.18% | +33,036 | New |
| Narwhal Capital Management | 26,818 | $1.20M | 0.15% | 00.0% | Unchanged |
| Smith, Moore & Co. | 26,808 | $1.20M | 0.16% | +596+2.3% | Added |
| Burns J W & Co Inc | 26,717 | $1.19M | 0.20% | −75−0.3% | Reduced |
| Harbor Capital Advisors, Inc. | 26,645 | $1.19M | 0.34% | +26,645 | New |
| Greenfield Savings Bank | 26,575 | $1.19M | 0.77% | −1,250−4.5% | Reduced |
| Welch & Forbes LLC | 26,406 | $1.18M | 0.02% | −26−0.1% | Reduced |
| Park National Corp | 26,367 | $1.18M | 0.05% | +2,906+12.4% | Added |
| Invst, LLC | 24,855 | $1.17M | 0.18% | −168−0.7% | Reduced |
| Sonora Investment Management Group, LLC | 26,233 | $1.17M | 0.10% | +959+3.8% | Added |
| AdvisorNet Financial, Inc | 26,153 | $1.17M | 0.11% | −444−1.7% | Reduced |
| Ausdal Financial Partners, Inc. | 26,134 | $1.17M | 0.16% | −1,132−4.2% | Reduced |
| Transcend Wealth Collective, LLC | 26,111 | $1.17M | 0.12% | −2,235−7.9% | Reduced |
| PFG Advisors | 26,044 | $1.16M | 0.10% | −1,968−7.0% | Reduced |
| WealthPLAN Partners, LLC | 26,022 | $1.16M | 0.13% | −12,380−32.2% | Reduced |
| Close Asset Management Ltd | 25,889 | $1.16M | 0.06% | −340−1.3% | Reduced |
| Certified Advisory Corp | 25,708 | $1.15M | 0.20% | +1,039+4.2% | Added |
| Wealthspire Advisors, LLC | 25,603 | $1.14M | 0.02% | −4,721−15.6% | Reduced |
| Arlington Partners LLC | 25,567 | $1.14M | 0.16% | +25,567 | New |
| Bradley Foster & Sargent Inc | 25,540 | $1.14M | 0.03% | +1,264+5.2% | Added |
| Traynor Capital Management, Inc. | 25,333 | $1.13M | 0.17% | −82−0.3% | Reduced |
| Logan Capital Management Inc | 25,228 | $1.13M | 0.05% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 25,133 | $1.12M | 0.21% | +24+0.1% | Added |
| Cascade Investment Group, Inc. | 25,094 | $1.12M | 1.10% | −194−0.8% | Reduced |
| Lee Financial Co | 24,996 | $1.12M | 0.19% | −3,770−13.1% | Reduced |
| HBK Sorce Advisory LLC | 24,946 | $1.11M | 0.05% | −35,878−59.0% | Reduced |
| Rehmann Capital Advisory Group | 24,936 | $1.11M | 0.10% | −419−1.7% | Reduced |
| Focused Wealth Management, Inc | 24,885 | $1.11M | 0.22% | +724+3.0% | Added |
| Quantinno Capital Management LP | 24,759 | $1.10M | 0.07% | +466+1.9% | Added |
| GoalVest Advisory LLC | 24,750 | $1.10M | 0.65% | +1,818+7.9% | Added |
| Capital CS Group, LLC | 24,723 | $1.10M | 1.05% | 00.0% | Unchanged |
| One Capital Management, LLC | 24,721 | $1.10M | 0.05% | +2,131+9.4% | Added |
| Diversified Trust Co | 24,530 | $1.09M | 0.04% | −1,121−4.4% | Reduced |
| First Horizon Advisors, Inc. | 24,308 | $1.08M | 0.04% | +10,575+77.0% | Added |
| Prime Capital Investment Advisors, LLC | 24,302 | $1.08M | 0.04% | +4,674+23.8% | Added |
| Intrust Bank NA | 24,278 | $1.08M | 0.14% | +1,428+6.2% | Added |
| Sandy Spring Bank | 24,258 | $1.08M | 0.06% | +60.0% | Added |
| Coombe, Bender & Co LLC | 24,201 | $1.08M | 0.85% | +1,951+8.8% | Added |
| CoreFirst Bank & Trust | 24,123 | $1.08M | 0.78% | +1,120+4.9% | Added |
| Wealth Alliance Advisory Group, LLC | 24,053 | $1.07M | 0.40% | +5,470+29.4% | Added |
| Colony Group LLC | 24,044 | $1.07M | 0.02% | −8,573−26.3% | Reduced |
| XML Financial, LLC | 24,042 | $1.07M | 0.13% | +1,258+5.5% | Added |
| Sequoia Financial Advisors, LLC | 24,021 | $1.07M | 0.02% | −90.0% | Reduced |
| Institutional & Family Asset Management, LLC | 23,866 | $1.06M | 0.18% | +49+0.2% | Added |
| Profund Advisors LLC | 23,686 | $1.06M | 0.07% | +3,878+19.6% | Added |
| ICW Investment Advisors LLC | 23,654 | $1.06M | 0.60% | +345+1.5% | Added |
| Acrisure Capital Management, LLC | 23,651 | $1.06M | 1.07% | +9,433+66.3% | Added |
| K.J. Harrison & Partners Inc | 25,573 | $1.05M | 0.21% | +3,573+16.2% | Added |
| Aaron Wealth Advisors | 23,477 | $1.05M | 0.14% | +11,169+90.7% | Added |
| Pearl River Capital, LLC | 23,365 | $1.04M | 0.17% | −7,968−25.4% | Reduced |
| Citizens Financial Group Inc | 23,313 | $1.04M | 0.04% | −302−1.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 23,253 | $1.04M | 0.21% | +2,030+9.6% | Added |
| Shoker Investment Counsel, Inc. | 23,225 | $1.04M | 0.45% | +454+2.0% | Added |
| Alpha Cubed Investments, LLC | 23,199 | $1.04M | 0.07% | +12,732+121.6% | Added |
| Jefferies Financial Group Inc. | 23,117 | $1.03M | 0.02% | +23,117 | New |
| CAPROCK Group, Inc. | 22,527 | $1.03M | 0.08% | +2,765+14.0% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 22,929 | $1.02M | 0.97% | +423+1.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 22,784 | $1.02M | 0.05% | −650−2.8% | Reduced |
| Seven Eight Capital, LP | 22,776 | $1.02M | 0.21% | +22,776 | New |
| Forte Capital LLC | 22,700 | $1.01M | 0.16% | −167−0.7% | Reduced |
| Knoll Capital Management, LLC | 22,700 | $1.01M | 1.69% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 22,653 | $1.01M | 0.61% | +239+1.1% | Added |
| Comerica Securities,inc. | 21,846 | $995.6K | 0.07% | −958−4.2% | Reduced |
| World Equity Group, Inc. | 14,891 | $995.2K | 0.17% | −28,313−65.5% | Reduced |
| Focus Financial Network, Inc. | 21,719 | $989.5K | 0.06% | −744−3.3% | Reduced |
| Dover Advisors, LLC | 21,705 | $988.9K | 0.95% | +3,090+16.6% | Added |
| Mogy Joel R Investment Counsel Inc | 22,075 | $985.0K | 0.09% | 00.0% | Unchanged |
| Excalibur Management Corp | 22,066 | $984.6K | 0.51% | +55+0.2% | Added |
| Duality Advisers, LP | 22,063 | $984.5K | 0.11% | −93,688−80.9% | Reduced |
| Indiana Trust & Investment Management CO | 21,995 | $981.4K | 0.53% | +3,048+16.1% | Added |
| FRG Family Wealth Advisors LLC | 21,867 | $975.7K | 0.22% | 00.0% | Unchanged |
| Cigna Investments Inc | 21,850 | $975.0K | 0.20% | −433−1.9% | Reduced |