Skip to main content

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 2021

Institutional positions in Altria Group, Inc. as of Mar 31, 2021. 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
1,776
No complete 13F data for Q4 2020
Shares held
1.12B
No complete 13F data for Q4 2020
Total value
$57.2B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,776 institutions
Q1 2021: 1,776 institutionsQ2 2021: 1,753 institutionsQ3 2021: 1,711 institutionsQ4 2021: 1,852 institutionsQ1 2022: 1,920 institutionsQ2 2022: 1,814 institutionsQ3 2022: 1,766 institutionsQ4 2022: 1,900 institutionsQ1 2023: 1,876 institutionsQ2 2023: 1,884 institutionsQ3 2023: 1,842 institutionsQ4 2023: 1,890 institutionsQ1 2024: 1,902 institutionsQ2 2024: 1,918 institutionsQ3 2024: 1,996 institutionsQ4 2024: 2,172 institutionsQ1 2025: 2,250 institutionsQ2 2025: 2,266 institutionsQ3 2025: 2,356 institutionsQ4 2025: 2,394 institutionsQ1 2026: 2,501 institutionsQ2 2026: 2,574 institutions
Value heldQ1 2021: $57.2B
Q1 2021: $57.2BQ2 2021: $52.4BQ3 2021: $49.6BQ4 2021: $50.8BQ1 2022: $56.2BQ2 2022: $44.8BQ3 2022: $42.6BQ4 2022: $48.2BQ1 2023: $46.8BQ2 2023: $47.5BQ3 2023: $43.6BQ4 2023: $40.9BQ1 2024: $45.9BQ2 2024: $46.1BQ3 2024: $51.9BQ4 2024: $53.6BQ1 2025: $63.3BQ2 2025: $60.5BQ3 2025: $68.2BQ4 2025: $60.4BQ1 2026: $68.7BQ2 2026: $77.1B
Institutions holding MO and their total value by quarter
QuarterHoldersValue
Q2 20262,574$77.1B
Q1 20262,501$68.7B
Q4 20252,394$60.4B
Q3 20252,356$68.2B
Q2 20252,266$60.5B
Q1 20252,250$63.3B
Q4 20242,172$53.6B
Q3 20241,996$51.9B
Q2 20241,918$46.1B
Q1 20241,902$45.9B
Q4 20231,890$40.9B
Q3 20231,842$43.6B
Q2 20231,884$47.5B
Q1 20231,876$46.8B
Q4 20221,900$48.2B
Q3 20221,766$42.6B
Q2 20221,814$44.8B
Q1 20221,920$56.2B
Q4 20211,852$50.8B
Q3 20211,711$49.6B
Q2 20211,753$52.4B
Q1 20211,776$57.2B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Altria Group, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
O'Brien Greene & Co. Inc8,062$412.0K0.16%––
Woodard & Co Asset Management Group Inc8,035$411.0K0.26%––
Grimes & Company, Inc.8,039$411.0K0.02%––
Reaves W H & Co Inc8,000$409.0K0.01%––
First Business Financial Services, Inc.7,961$407.0K0.05%––
Chicago Partners Investment Group LLC8,569$405.0K0.03%––
Ellis Investment Partners, LLC7,900$404.0K0.11%––
Golden State Wealth Management, LLC7,839$401.0K0.13%––
Parsec Financial Management, Inc.7,810$400.0K0.02%––
Merriman Wealth Management, LLC7,812$400.0K0.05%––
Tandem Investment Advisors, Inc.7,827$400.0K0.04%––
Quadrant Capital Group LLC7,772$398.0K0.06%––
Insight Advisors, LLC8,306$398.0K0.13%––
Wade G W & Inc7,768$397.0K0.02%––
Peoples Financial Services Corp.7,747$396.0K0.17%––
Synergy Financial Management, LLC7,660$392.0K0.12%––
Lombard Odier Asset Management (Switzerland) SA7,647$391.0K0.03%––
Patriot Financial Group Insurance Agency, LLC7,649$391.0K0.09%––
Plancorp, LLC7,618$390.0K0.09%––
Smith Chas P & Associates Pa Cpas7,534$385.0K0.04%––
Northwest Bancshares, Inc.7,522$385.0K0.09%––
Hemenway Trust Co LLC7,517$385.0K0.04%––
Farmers Trust Co7,495$383.0K0.09%––
Greatmark Investment Partners, Inc.7,487$383.0K0.07%––
Quantitative Value Technologies, LLC7,485$383.0K0.83%––
FLC Capital Advisors7,446$381.0K0.12%––
KC Investment Advisors, LLC7,443$381.0K0.35%––
Atlas Private Wealth Management7,448$381.0K0.24%––
Laidlaw Wealth Management LLC7,437$380.0K0.13%––
Dixon Hubard Feinour & Brown Inc7,414$379.0K0.09%––
PDS Planning, Inc7,369$377.0K0.11%––
Marble Harbor Investment Counsel, LLC7,361$377.0K0.05%––
Spectrum Asset Management, Inc. (NB/CA)7,369$377.0K0.12%––
Condor Capital Management7,314$374.0K0.04%––
IMS Capital Management7,313$374.0K0.24%––
Dorsey & Whitney Trust CO LLC7,298$374.0K0.04%––
Avestar Capital, LLC7,896$373.0K0.08%––
BCJ Capital Management, LLC7,285$373.0K0.04%––
Callahan Advisors, LLC7,279$372.0K0.05%––
Strategic Financial Services, Inc,7,247$371.0K0.03%––
Sax Wealth Advisors, LLC7,258$371.0K0.14%––
Vaughan David Investments LLC7,212$369.0K0.01%––
Mirador Capital Partners LP7,188$368.0K0.09%––
Farmers & Merchants Investments Inc7,170$367.0K0.02%––
Cowa, LLC7,117$366.0K0.22%––
Clarus Group, Inc.7,168$366.0K0.30%––
Carlson Capital Management7,096$363.0K0.06%––
Institute for Wealth Management, LLC.7,072$362.0K0.07%––
Cardan Capital Partners, LLC7,076$362.0K0.04%––
Townsend Asset Management Corp7,034$360.0K0.22%––
MJP Associates Inc7,031$360.0K0.15%––
Clark Financial Services Group Inc7,038$360.0K0.30%––
Northwestern Mutual Investment Management Company, LLC7,029$360.0K0.01%––
Coastline Trust Co7,025$359.0K0.05%––
Acorn Wealth Advisors, LLC7,013$359.0K0.26%––
Frisch Financial Group, Inc.7,008$359.0K0.12%––
Oarsman Capital, Inc.6,970$357.0K0.15%––
CVA Family Office, LLC6,969$357.0K0.14%––
Wambolt & Associates, LLC6,955$355.0K0.18%––
SP Asset Management7,390$354.0K0.04%––
Beck Mack & Oliver LLC6,905$353.0K0.01%––
Rockland Trust Co6,912$353.0K0.03%––
Connable Office Inc6,877$352.0K0.05%––
Rikoon Group, LLC6,769$352.0K0.09%––
Schmidt P J Investment Management Inc7,540$351.0K0.07%––
Pinnacle Bancorp, Inc.6,864$351.0K0.17%––
Tower Bridge Advisors6,849$350.4K0.03%––
Wealth Management Associates, Inc.6,828$349.3K0.22%––
Guyasuta Investment Advisors Inc6,798$348.0K0.03%––
Total Investment Management Inc8,973$347.0K0.10%––
BDO Wealth Advisors, LLC6,766$346.0K0.04%––
Castle Rock Wealth Management, LLC7,444$346.0K0.14%––
Godsey & Gibb Associates6,748$345.0K0.04%––
Choate Investment Advisors6,728$344.0K0.02%––
St Germain D J Co Inc6,698$343.0K0.02%––
Souders Financial Advisors6,708$343.0K0.13%––
Nicolet Bankshares Inc6,680$342.0K0.09%––
Summit Trail Advisors, LLC6,583$342.0K0.04%––
CRA Financial Services, LLC6,693$342.0K0.13%––
Boenning & Scattergood, Inc.6,671$341.0K0.06%––
Alpha Cubed Investments, LLC6,666$341.0K0.03%––
City Holding Co6,647$340.0K0.06%––
Wells Trecaso Financial Group, LLC6,638$340.0K0.18%––
HHM Wealth Advisors, LLC6,655$340.0K0.11%––
LeJeune Puetz Investment Counsel LLC6,636$339.0K0.13%––
Hills Bank & Trust Co6,591$337.0K0.05%––
King Wealth6,558$336.0K0.08%––
Ahrens Investment Partners LLC6,538$334.0K0.17%––
HBW Advisory Services LLC6,523$334.0K0.09%––
Element Wealth, LLC6,525$334.0K0.28%––
Howard Financial Services, Ltd.6,503$333.0K0.15%––
Latitude Advisors, LLC6,505$333.0K0.27%––
Teza Capital Management LLC6,489$332.0K0.07%––
BLB&B Advisors, LLC6,473$331.0K0.03%––
Regent Peak Wealth Advisors LLC6,483$331.0K0.11%––
Murphy, Middleton, Hinkle & Parker, Inc.6,439$329.0K0.19%––
TSFG, LLC6,427$329.0K0.17%––
Mezzasalma Advisors, LLC6,424$329.0K0.21%––
Cape Cod Five Cents Savings Bank6,421$328.0K0.04%––
AMG National Trust Bank6,417$328.0K0.01%––