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
Folger Nolan Fleming Douglas Capital Management, Inc4,400$225.0K0.03%––
BFT Financial Group, LLC4,391$225.0K0.06%––
Rock Point Advisors, LLC4,400$225.0K0.07%––
Truepoint, Inc.4,400$225.0K0.01%––
Triangle Securities Wealth Management4,396$225.0K0.08%––
Cubic Asset Management, LLC4,368$223.0K0.06%––
Farmers & Merchants Trust Co of Chambersburg PA4,355$223.0K0.17%––
ERTS Wealth Advisors, LLC4,352$223.0K0.07%––
Rothschild & Co Wealth Management UK Ltd4,365$223.0K0.00%––
Eagle Asset Management Inc4,365$222.0K0.00%––
Arkfeld Wealth Strategies, L.L.C.4,275$221.0K0.14%––
Paradigm, Strategies in Wealth Management, LLC4,319$221.0K0.21%––
SOL Capital Management CO4,304$220.0K0.05%––
Manchester Capital Management LLC4,305$220.0K0.03%––
SevenBridge Financial Group, LLC4,295$220.0K0.08%––
Epstein & White Financial LLC4,271$220.0K0.06%––
Orrstown Financial Services Inc4,303$219.0K0.31%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,282$219.0K0.02%––
Corrado Advisors, LLC4,266$218.0K0.16%––
SNS Financial Group, LLC4,264$218.0K0.03%––
Schwarz Dygos Wheeler Investment Advisors LLC4,257$218.0K0.09%––
Baldwin Investment Management, LLC4,242$217.0K0.04%––
RKL Wealth Management LLC4,242$217.0K0.03%––
Vivaldi Capital Management, LLC4,321$217.0K0.04%––
InterOcean Capital Group, LLC4,237$217.0K0.01%––
MBL Wealth, LLC4,253$217.0K0.08%––
Koss-Olinger Consulting, LLC4,244$217.0K0.04%––
Chilton Capital Management LLC4,215$216.0K0.01%––
Gladstone Institutional Advisory LLC4,201$215.0K0.03%––
Opal Wealth Advisors, LLC4,200$215.0K0.23%––
Signet Financial Management, LLC4,181$214.0K0.04%––
Insight Wealth Strategies, LLC4,135$212.0K0.03%––
Plante Moran Financial Advisors, LLC4,127$211.0K0.06%––
Jackson, Grant Investment Advisers, Inc.4,133$211.0K0.10%––
Aevitas Wealth Management, Inc.4,120$211.0K0.15%––
Thoroughbred Financial Services, LLC4,111$210.0K0.06%––
First Mercantile Trust Co4,100$210.0K0.02%––
Peddock Capital Advisors, LLC4,112$210.0K0.08%––
Sterling Investment Advisors, Ltd.4,113$210.0K0.07%––
Weatherly Asset Management L. P.4,086$209.0K0.03%––
Aristotle Atlantic Partners, LLC4,080$209.0K0.02%––
Gemmer Asset Management LLC4,056$208.0K0.03%––
Elmwood Wealth Management, Inc.4,047$207.0K0.13%––
Pensionmark Financial Group, LLC4,116$206.0K0.05%––
Howland Capital Management LLC4,013$205.0K0.01%––
Courage Capital Management LLC4,000$205.0K0.15%––
Angeles Investment Advisors, LLC4,000$205.0K0.02%––
Cidel Asset Management Inc4,000$205.0K0.01%––
Connecticut Wealth Management, LLC4,013$205.0K0.02%––
Aries Wealth Management4,000$205.0K0.09%––
Legacy Financial Advisors, Inc.3,998$205.0K0.06%––
Fulton Breakefield Broenniman LLC3,983$204.0K0.02%––
Accuvest Global Advisors3,966$203.0K0.11%––
BSW Wealth Partners3,977$203.0K0.06%––
Argyle Capital Management Inc.3,946$202.0K0.07%––
SignalPoint Asset Management, LLC3,946$202.0K0.07%––
Fieldpoint Private Securities, LLC3,958$202.0K0.05%––
Andesa Financial Management Inc.3,939$202.0K0.07%––
Advisor OS, LLC3,938$201.0K0.05%––
Enterprise Financial Services Corp3,907$200.0K0.04%––
Stonebridge Capital Advisors LLC3,883$199.0K0.03%––
Acropolis Investment Management, LLC3,855$197.0K0.02%––
Private Capital Group, LLC3,780$197.0K0.05%––
Marshall Wace, LLP3,769$193.0K0.00%––
Ade, LLC3,767$193.0K0.19%––
Piscataqua Savings Bank3,767$193.0K0.17%––
Heritage Wealth Management, LLC3,715$190.0K0.11%––
Roble, Belko & Company, Inc3,679$188.0K0.05%––
Allred Capital Management, LLC3,624$185.4K0.08%––
Bellevue Asset Management, LLC3,599$185.0K0.11%––
D'Orazio & Associates, Inc.3,553$182.0K0.05%––
West Oak Capital, LLC3,535$181.0K0.08%––
Harvest Fund Management Co., Ltd3,497$178.0K0.02%––
Acima Private Wealth, LLC3,452$177.0K0.09%––
Center for Financial Planning, Inc.3,433$176.0K0.05%––
ShoreHaven Wealth Partners, LLC3,426$175.0K0.09%––
First Command Bank3,383$173.0K0.04%––
First Command Financial Services, Inc.3,383$173.0K0.04%––
Charter Oak Capital Management, LLC3,375$173.0K0.02%––
Gables Capital Management Inc.3,358$172.0K0.10%––
Hexagon Capital Partners LLC3,242$165.0K0.05%––
Adirondack Trust Co3,211$164.0K0.09%––
Laurel Wealth Advisors LLC3,205$164.0K0.04%––
Meridian Wealth Partners, LLC3,196$163.0K0.05%––
Central Bank & Trust Co3,155$162.0K0.03%––
CX Institutional3,161$162.0K0.01%––
Carolinas Wealth Consulting LLC3,113$162.0K0.04%––
Ossiam3,149$161.0K0.01%––
Evoke Wealth, LLC3,104$161.0K0.01%––
Erste Asset Management GmbH3,030$155.3K0.00%––
Logan Capital Management Inc3,010$154.0K0.01%––
First National Bank of South Miami3,005$154.0K0.12%––
Edge Wealth Management LLC3,000$153.0K0.03%––
Zions Bancorporation, N.A.2,988$153.0K0.02%––
MPS Loria Financial Planners, LLC2,986$152.0K0.07%––
Creative Financial Designs Inc2,923$150.0K0.03%––
Sargent Bickham Lagudis LLC2,908$149.0K0.01%––
Capital Advisors, Ltd. LLC2,895$148.0K0.03%––
CNB Bank2,894$148.0K0.10%––
Migdal Insurance & Financial Holdings Ltd.2,872$147.0K0.00%––