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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 21,812 | $973.3K | 0.21% | −488−2.2% | Reduced |
| Charter Research & Investment Group, Inc. | 21,667 | $966.8K | 0.85% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 21,658 | $966.4K | 0.19% | +1,930+9.8% | Added |
| Ameritas Investment Partners, Inc. | 21,633 | $965.3K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 21,616 | $964.5K | 0.10% | +6,385+41.9% | Added |
| Wealthcare Advisory Partners LLC | 21,610 | $964.2K | 0.04% | −1,157−5.1% | Reduced |
| Berkeley Capital Partners, LLC | 21,535 | $960.9K | 0.36% | +1,941+9.9% | Added |
| Verition Fund Management LLC | 21,272 | $949.2K | 0.02% | −10,243−32.5% | Reduced |
| Machina Capital S.A.S. | 21,262 | $948.7K | 0.83% | +9,662+83.3% | Added |
| Dodge & Cox | 21,000 | $937.0K | 0.00% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 20,985 | $936.4K | 0.26% | −100−0.5% | Reduced |
| Fox Run Management, L.L.C. | 20,910 | $933.0K | 0.30% | +20,910 | New |
| Checchi Capital Advisers, LLC | 20,906 | $932.8K | 0.09% | +1,171+5.9% | Added |
| ETF Store, Inc. | 19,829 | $931.8K | 0.71% | +748+3.9% | Added |
| HF Advisory Group, LLC | 20,831 | $929.5K | 0.82% | +2,984+16.7% | Added |
| Arete Wealth Advisors, LLC | 20,814 | $929.0K | 0.08% | +1,312+6.7% | Added |
| Moneta Group Investment Advisors LLC | 20,792 | $927.7K | 0.02% | +4,962+31.3% | Added |
| Rossmore Private Capital | 20,752 | $926.0K | 0.14% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 20,727 | $924.8K | 0.50% | +425+2.1% | Added |
| Capital Advisors Inc | 20,619 | $920.0K | 0.02% | +552+2.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,594 | $918.9K | 0.00% | +20,594 | New |
| Graham Capital Management, L.P. | 20,441 | $912.1K | 0.03% | +4,807+30.7% | Added |
| Godsey & Gibb Associates | 20,360 | $908.5K | 0.11% | −1,664−7.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 20,359 | $908.4K | 0.28% | −80.0% | Reduced |
| Philadelphia Trust Co | 20,337 | $907.0K | 0.09% | −550−2.6% | Reduced |
| Patton Albertson Miller Group, LLC | 20,259 | $904.0K | 0.17% | −2,474−10.9% | Reduced |
| Silverlake Wealth Management LLC | 20,178 | $900.3K | 0.55% | +690+3.5% | Added |
| Bramshill Investments, LLC | 20,168 | $899.9K | 0.11% | 00.0% | Unchanged |
| Cortland Associates Inc | 20,149 | $899.0K | 0.14% | +1,428+7.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 20,143 | $898.8K | 0.03% | −1,626−7.5% | Reduced |
| BancorpSouth Bank | 20,134 | $898.4K | 0.08% | +204+1.0% | Added |
| Beese Fulmer Investment Management, Inc. | 20,099 | $896.8K | 0.10% | −1,000−4.7% | Reduced |
| Kathmere Capital Management, LLC | 20,089 | $896.4K | 0.15% | +345+1.7% | Added |
| Widmann Financial Services, Inc. | 20,067 | $895.4K | 0.90% | −389−1.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 20,038 | $894.1K | 0.66% | −600−2.9% | Reduced |
| Titleist Asset Management, LLC | 20,015 | $893.1K | 0.19% | +20,015 | New |
| Jacobi Capital Management LLC | 19,984 | $891.7K | 0.11% | +223+1.1% | Added |
| Empirical Finance, LLC | 19,973 | $891.2K | 0.08% | −1,613−7.5% | Reduced |
| Fundamentun, LLC | 19,931 | $889.3K | 0.15% | +353+1.8% | Added |
| Beaton Management Co. Inc. | 19,835 | $885.0K | 0.60% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 19,804 | $883.7K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 19,764 | $881.9K | 0.06% | 00.0% | Unchanged |
| Bath Savings Trust Co | 19,736 | $880.6K | 0.11% | +69+0.4% | Added |
| Hoylecohen, LLC | 19,673 | $877.8K | 0.08% | +205+1.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 19,661 | $877.3K | 0.03% | +1,647+9.1% | Added |
| First Nebraska Trust Co | 19,505 | $870.3K | 0.11% | 00.0% | Unchanged |
| LMCG Investments, LLC | 19,361 | $863.9K | 0.06% | −638−3.2% | Reduced |
| Coastwise Capital Group, LLC | 19,348 | $863.3K | 0.99% | +3,946+25.6% | Added |
| Viewpoint Capital Management LLC | 19,342 | $863.1K | 0.77% | −601−3.0% | Reduced |
| Virtue Capital Management, LLC | 18,454 | $861.6K | 0.14% | +4,274+30.1% | Added |
| Taylor Hoffman Wealth Management | 19,288 | $860.6K | 0.47% | +1,210+6.7% | Added |
| Taurus Asset Management, LLC | 19,285 | $860.5K | 0.11% | −50−0.3% | Reduced |
| Fiduciary Trust Co | 19,255 | $859.2K | 0.02% | −137−0.7% | Reduced |
| Zhang Financial LLC | 19,233 | $858.2K | 0.10% | +90.0% | Added |
| Klingenstein Fields & Co LP | 19,202 | $856.8K | 0.04% | −1,254−6.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 19,176 | $855.7K | 0.46% | +827+4.5% | Added |
| Franklin Street Advisors Inc | 19,089 | $852.0K | 0.08% | −230−1.2% | Reduced |
| Woodward Diversified Capital, LLC | 18,954 | $845.7K | 0.66% | +97+0.5% | Added |
| Key Client Fiduciary Advisors, LLC | 18,919 | $844.1K | 0.53% | +2,998+18.8% | Added |
| Radnor Capital Management, LLC | 18,803 | $839.0K | 0.22% | +144+0.8% | Added |
| Mitchell Sinkler & Starr | 18,802 | $838.9K | 0.25% | +246+1.3% | Added |
| Clarius Group, LLC | 18,607 | $830.2K | 0.07% | +1,419+8.3% | Added |
| Tufton Capital Management | 18,574 | $828.8K | 0.18% | −3,455−15.7% | Reduced |
| Legacy Capital Group California, Inc. | 18,488 | $824.9K | 0.40% | +18,488 | New |
| Mork Capital Management, LLC | 18,410 | $821.5K | 0.67% | −1,190−6.1% | Reduced |
| Kula Investments, LLC | 18,400 | $821.0K | 0.20% | +11,467+165.4% | Added |
| Kanawha Capital Management LLC | 18,394 | $820.7K | 0.08% | −556−2.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 18,351 | $818.8K | 0.05% | +18,351 | New |
| Cary Street Partner Investment Advisory LLC | 18,243 | $814.0K | 0.06% | −134−0.7% | Reduced |
| Chicago Trust Co NA | 18,210 | $812.5K | 0.20% | −2,018−10.0% | Reduced |
| Tradition Wealth Management, LLC | 18,180 | $811.0K | 0.10% | +3,938+27.7% | Added |
| Mission Wealth Management, LP | 18,175 | $811.0K | 0.03% | −1,365−7.0% | Reduced |
| D L Carlson Investment Group Inc | 18,163 | $810.0K | 0.18% | −20,025−52.4% | Reduced |
| Joel Isaacson & Co., LLC | 18,135 | $809.2K | 0.06% | +17+0.1% | Added |
| Cambridge Trust Co | 18,088 | $807.1K | 0.04% | −600−3.2% | Reduced |
| North Star Investment Management Corp. | 18,056 | $805.7K | 0.07% | +17+0.1% | Added |
| Evergreen Capital Management LLC | 17,624 | $804.9K | 0.04% | +2,025+13.0% | Added |
| HCR Wealth Advisors | 17,668 | $803.5K | 0.16% | +34+0.2% | Added |
| Cambria Investment Management, L.P. | 18,000 | $803.2K | 0.07% | −2,000−10.0% | Reduced |
| Lindbrook Capital, LLC | 17,895 | $798.5K | 0.09% | −51−0.3% | Reduced |
| Princeton Global Asset Management LLC | 17,894 | $798.4K | 0.23% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 17,844 | $796.2K | 0.41% | +1,208+7.3% | Added |
| Meixler Investment Management, Ltd. | 17,841 | $796.1K | 0.78% | −26,155−59.4% | Reduced |
| KLCM Advisors, Inc. | 17,835 | $795.8K | 0.16% | 00.0% | Unchanged |
| DRW Securities, LLC | 17,763 | $793.0K | 0.12% | +17,763 | New |
| Sonen Capital LLC | 17,396 | $792.6K | 1.34% | +396+2.3% | Added |
| Warren Averett Asset Management, LLC | 17,699 | $789.7K | 0.04% | −5,275−23.0% | Reduced |
| Finer Wealth Management, Inc. | 17,668 | $788.3K | 0.67% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 17,643 | $787.2K | 0.16% | −104−0.6% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $785.8K | 0.21% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 17,535 | $782.4K | 0.24% | −780−4.3% | Reduced |
| Executive Wealth Group LLC | 17,481 | $780.0K | 0.55% | +346+2.0% | Added |
| TD Private Client Wealth LLC | 17,290 | $771.5K | 0.03% | −40,073−69.9% | Reduced |
| Patron Partners Advisors, LLC | 17,289 | $771.4K | 0.57% | +600+3.6% | Added |
| Washington Trust Advisors, Inc. | 17,218 | $768.3K | 0.08% | −200−1.1% | Reduced |
| Eudaimonia Partners, LLC | 17,218 | $768.3K | 0.19% | +2,986+21.0% | Added |
| First National Bank & Trust Co of Newtown | 17,185 | $766.6K | 0.17% | −490−2.8% | Reduced |
| Exeter Financial, LLC | 17,216 | $766.1K | 0.38% | −859−4.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 17,091 | $762.6K | 0.07% | 00.0% | Unchanged |
| Bank of Hawaii | 17,086 | $762.4K | 0.04% | −1,354−7.3% | Reduced |