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; 2,575 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 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: 1,767 institutionsQ4 2022: 1,901 institutionsQ1 2023: 1,877 institutionsQ2 2023: 1,885 institutionsQ3 2023: 1,843 institutionsQ4 2023: 1,891 institutionsQ1 2024: 1,903 institutionsQ2 2024: 1,919 institutionsQ3 2024: 1,997 institutionsQ4 2024: 2,173 institutionsQ1 2025: 2,251 institutionsQ2 2025: 2,267 institutionsQ3 2025: 2,357 institutionsQ4 2025: 2,395 institutionsQ1 2026: 2,502 institutionsQ2 2026: 2,575 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 20262,575$77.1B
Q1 20262,502$68.7B
Q4 20252,395$60.4B
Q3 20252,357$68.2B
Q2 20252,267$60.5B
Q1 20252,251$63.3B
Q4 20242,173$53.6B
Q3 20241,997$51.9B
Q2 20241,919$46.1B
Q1 20241,903$45.9B
Q4 20231,891$40.9B
Q3 20231,843$43.6B
Q2 20231,885$47.5B
Q1 20231,877$46.8B
Q4 20221,901$48.2B
Q3 20221,767$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
Wesbanco Bank Inc35,656$1.82M0.07%––
American Investment Services, Inc.35,522$1.82M0.49%––
Pinnacle Advisory Group, Inc.35,514$1.82M0.08%––
Burns J W & Co Inc35,459$1.81M0.31%––
Clear Harbor Asset Management, LLC35,155$1.80M0.24%––
Capital International Sarl34,917$1.79M0.17%––
TrinityPoint Wealth, LLC34,795$1.78M0.41%––
Sandy Spring Bank34,693$1.77M0.10%––
Vestcor Inc34,596$1.77M0.07%––
Cumberland Partners Ltd34,600$1.77M0.15%––
Burleson & Company, LLC34,585$1.77M0.29%––
Essex Financial Services, Inc.34,088$1.74M0.31%––
Stock Yards Bank & Trust Co34,056$1.74M0.12%––
Aviance Capital Partners, LLC33,880$1.73M0.33%––
Capital International Inc33,824$1.73M0.02%––
Fulton Bank, N.A.33,744$1.73M0.09%––
M Holdings Securities, Inc.33,641$1.72M0.16%––
SRB Corp33,589$1.72M0.12%––
Human Investing LLC33,580$1.72M0.44%––
Buckingham Strategic Wealth, LLC33,453$1.71M0.08%––
Hilltop Holdings Inc.33,404$1.71M0.22%––
Paradigm Financial Partners, LLC33,247$1.70M0.46%––
Keudell/Morrison Wealth Management32,940$1.69M0.98%––
Telemus Capital, LLC32,507$1.67M0.12%––
Traverso Chambers Private Wealth Management, LLC32,475$1.66M0.56%––
Klingenstein Fields & Co LP32,349$1.66M0.07%––
World Asset Management Inc34,513$1.65M0.15%––
Valeo Financial Advisors, LLC32,068$1.64M0.08%––
Blueshift Asset Management, LLC32,046$1.64M0.17%––
Soltis Investment Advisors LLC32,006$1.64M0.30%––
Delta Capital Management LLC31,845$1.63M1.04%––
Global Retirement Partners, LLC31,842$1.63M0.19%––
First City Capital Management, Inc.32,950$1.63M0.94%––
Amica Retiree Medical Trust31,774$1.63M1.10%––
MAI Capital Management31,675$1.62M0.04%––
Loomis Sayles & Co L P31,635$1.62M0.00%––
Patton Albertson Miller Group, LLC31,633$1.62M0.39%––
Vestmark Advisory Solutions, Inc.31,598$1.62M0.14%––
NEXT Financial Group, Inc31,476$1.61M0.14%––
Nicholas Hoffman & Company, LLC.31,310$1.60M0.32%––
Lynch & Associates31,243$1.60M0.43%––
R.m.sincerbeaux Capital Management LLC31,121$1.59M1.09%––
Green Square Capital Advisors LLC31,012$1.59M0.52%––
Washington Trust Co30,978$1.58M0.05%––
Legacy Capital Partners, Inc.30,951$1.58M0.60%––
Lee Financial Co30,887$1.58M0.37%––
Brandywine Trust Co30,814$1.58M0.49%––
Proequities, Inc.30,189$1.57M0.11%––
Brightworth30,679$1.57M0.14%––
Aurora Investment Counsel30,642$1.57M1.16%––
Valicenti Advisory Services Inc30,578$1.56M0.46%––
Badgley Phelps & Bell Inc30,535$1.56M0.06%––
Walter & Keenan Financial Consulting Co30,515$1.56M0.55%––
Octavia Wealth Advisors, LLC29,851$1.55M0.46%––
Integrated Advisors Network LLC30,101$1.54M0.14%––
Moors & Cabot, Inc.30,052$1.54M0.12%––
IHT Wealth Management, LLC29,852$1.53M0.11%––
Homrich & Berg29,680$1.52M0.04%––
Cornerstone Wealth Management, LLC29,616$1.51M0.18%––
Level Four Advisory Services, LLC29,592$1.51M0.12%––
South State Corp.29,582$1.51M0.14%––
Rothschild Investment Corp29,390$1.50M0.13%––
Belpointe Asset Management LLC29,387$1.50M0.13%––
Greylin Investment Mangement Inc29,225$1.50M0.31%––
Arkadios Wealth Advisors29,097$1.49M0.25%––
Atlantic Union Bankshares Corp28,890$1.48M0.15%––
Intercontinental Wealth Advisors, LLC28,818$1.47M0.32%––
Stolper Co28,718$1.47M0.76%––
Griffin Asset Management, Inc.28,570$1.46M0.19%––
Flagship Harbor Advisors, LLC28,573$1.46M0.17%––
Mirabella Financial Services LLP28,478$1.46M0.46%––
Boston Private Wealth LLC28,440$1.46M0.02%––
Profund Advisors LLC28,386$1.45M0.06%––
Marino, Stram & Associates LLC28,353$1.45M0.57%––
IFP Advisors, Inc28,287$1.45M0.03%––
Taylor Hoffman Wealth Management28,212$1.44M0.66%––
44 Wealth Management LLC28,049$1.44M0.60%––
Traynor Capital Management, Inc.27,916$1.43M0.24%––
WP Advisors, LLC27,919$1.43M0.62%––
Integrated Wealth Concepts LLC27,875$1.43M0.06%––
Kowal Investment Group, LLC27,436$1.40M0.57%––
Wedgewood Investors Inc27,222$1.39M1.74%––
DuPont Capital Management Corp27,211$1.39M0.03%––
Welch Group, LLC27,122$1.39M0.10%––
Marshall Wace North America L.P.27,062$1.38M0.01%––
Carroll Financial Associates, Inc.27,005$1.38M0.08%––
Vident Investment Advisory, LLC26,907$1.38M0.05%––
CWM, LLC28,844$1.38M0.01%––
AdvisorNet Financial, Inc26,746$1.37M0.10%––
Kings Point Capital Management26,589$1.36M0.13%––
Kanawha Capital Management LLC26,564$1.36M0.13%––
Congress Park Capital LLC26,568$1.36M0.76%––
EP Wealth Advisors, LLC26,343$1.35M0.04%––
ICW Investment Advisors LLC26,282$1.34M0.92%––
Wetherby Asset Management Inc26,228$1.34M0.10%––
Colony Group LLC26,218$1.34M0.03%––
First Hawaiian Bank26,197$1.34M0.06%––
First Midwest Bank Trust Division26,158$1.34M0.18%––
Narwhal Capital Management26,156$1.34M0.18%––
Ameritas Investment Partners, Inc.26,088$1.33M0.05%––