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
Camarda Financial Advisors, LLC20,255$1.04M0.74%––
Beaton Management Co. Inc.20,185$1.03M0.71%––
Shulman DeMeo Asset Management LLC20,177$1.03M0.28%––
Patron Partners Advisors, LLC20,165$1.03M0.87%––
Western Wealth Management, LLC20,092$1.03M0.14%––
North Star Investment Management Corp.19,976$1.02M0.10%––
Focused Wealth Management, Inc19,964$1.02M0.18%––
Cypress Wealth Services, LLC19,938$1.02M0.21%––
Coldstream Capital Management Inc19,924$1.02M0.06%––
Woodward Diversified Capital, LLC19,910$1.02M0.60%––
Parallel Advisors, LLC19,851$1.02M0.05%––
Exencial Wealth Advisors, LLC19,800$1.01M0.06%––
Centric Wealth Management19,784$1.01M0.29%––
Bath Savings Trust Co19,770$1.01M0.13%––
Kovack Advisors, Inc.19,708$1.01M0.13%––
First Nebraska Trust Co19,505$997.9K0.13%––
Excalibur Management Corp19,287$987.0K0.49%––
Plimoth Trust Co LLC19,240$984.0K0.29%––
Mountain Capital Investment Advisors, Inc19,208$983.0K0.49%––
Bank of Hawaii19,092$977.0K0.06%––
Orion Portfolio Solutions, LLC19,097$977.0K0.04%––
Estate Counselors, LLC19,070$976.0K0.14%––
CWS Financial Advisors, LLC19,038$974.0K0.42%––
Symphony Financial, Ltd. Co.18,879$970.0K0.26%––
Ashfield Capital Partners, LLC18,927$968.0K0.08%––
Barrett Asset Management, LLC18,843$964.0K0.05%––
Jacobi Capital Management LLC18,790$961.0K0.14%––
Radnor Capital Management, LLC18,768$960.0K0.31%––
CAPROCK Group, Inc.18,420$958.0K0.10%––
MTM Investment Management, LLC18,704$957.0K0.54%––
Eagle Global Advisors LLC18,692$956.0K0.07%––
First National Bank & Trust Co of Newtown18,675$955.0K0.21%––
Resource Management, LLC18,620$953.0K0.11%––
RFG Advisory, LLC18,551$949.0K0.10%––
Advisory Alpha, LLC18,535$948.0K0.10%––
Samalin Investment Counsel, LLC18,524$947.0K0.64%––
Cambria Investment Management, L.P.18,500$946.0K0.19%––
Cozad Asset Management Inc18,444$944.0K0.15%––
Nomura Holdings Inc18,395$937.0K0.01%––
Zhang Financial LLC18,265$934.0K0.25%––
Bahl & Gaynor Inc18,195$931.0K0.01%––
Westshore Wealth, LLC18,097$926.0K0.53%––
Cortland Associates Inc18,036$923.0K0.11%––
Princeton Global Asset Management LLC18,048$923.0K0.30%––
Toews Corp18,000$921.0K0.08%––
Frontier Wealth Management LLC17,991$920.0K0.07%––
AlphaStar Capital Management, LLC17,645$918.0K0.14%––
Covenant Partners, LLC17,892$915.0K0.36%––
Grove Bank & Trust17,855$914.0K0.21%––
Fortem Financial Group, LLC17,863$914.0K0.53%––
Elevated Capital Advisors, LLC19,332$912.0K0.35%––
King Luther Capital Management Corp17,816$911.0K0.00%––
Security National Trust Co17,768$909.0K0.21%––
Hoylecohen, LLC17,761$909.0K0.09%––
Signet Investment Advisory Group, Inc.17,740$908.0K0.70%––
Wellington Shields & Co., LLC17,704$906.0K0.32%––
Crescent Grove Advisors, LLC17,437$906.0K0.11%––
Clarius Group, LLC17,693$905.0K0.09%––
Bank of the West17,660$903.0K0.10%––
Oliver Luxxe Assets LLC17,610$901.0K0.27%––
Stratos Wealth Advisors, LLC17,560$898.0K0.10%––
Moody Lynn & Lieberson, LLC17,525$897.0K0.07%––
HCR Wealth Advisors17,530$897.0K0.18%––
Clearstead Advisors, LLC17,496$895.0K0.07%––
Sunflower Bank, N.A.17,455$893.0K0.15%––
Bailard, Inc.17,434$892.0K0.03%––
Duncker Streett & Co Inc17,368$889.0K0.17%––
Intersect Capital LLC17,373$889.0K0.18%––
Crescent Capital Consulting, LLC17,378$888.0K0.19%––
Illinois Municipal Retirement Fund17,340$887.0K0.04%––
Checchi Capital Advisers, LLC17,305$885.0K0.12%––
Wellington Shields Capital Management, LLC17,204$880.0K0.08%––
GSB Wealth Management, LLC17,197$880.0K0.29%––
Summit X, LLC17,193$880.0K0.24%––
Segall Bryant & Hamill, LLC17,242$879.0K0.01%––
IMC-Chicago, LLC17,136$877.0K0.08%––
Mission Wealth Management, LP17,152$877.0K0.05%––
Chicago Trust Co NA17,051$873.0K0.30%––
Horst & Graben Wealth Management LLC17,037$872.0K0.27%––
ARGI Investment Services, LLC16,995$869.0K0.03%––
Allegheny Financial Group LTD16,965$868.0K0.64%––
Sawtooth Solutions, LLC16,946$867.0K0.19%––
Altium Wealth Management LLC16,943$867.0K0.07%––
Terry L. Blaker16,939$866.0K0.06%––
Foster Group, Inc.16,937$866.0K0.13%––
West Chester Capital Advisors, Inc16,820$861.0K0.74%––
Reilly Financial Advisors, LLC16,737$856.0K0.08%––
Blue Chip Partners, Inc.16,691$854.0K0.13%––
Cito Capital Group, LLC16,476$853.0K0.42%––
Accretive Wealth Partners, LLC16,625$851.0K0.77%––
Strategic Wealth Advisors Group, LLC16,617$850.0K0.04%––
Employers Holdings, Inc.16,571$848.0K0.50%––
Spinnaker Trust16,562$847.0K0.06%––
Grace Capital16,500$844.0K0.54%––
Delta Asset Management LLC16,458$842.0K0.09%––
Palisade Capital Management LLC16,340$836.0K0.02%––
Capital Investment Advisory Services, LLC16,331$835.0K0.12%––
Jaffetilchin Investment Partners, LLC16,158$827.0K0.10%––
Baxter Bros Inc12,711$826.0K0.14%––
JustInvest LLC16,145$826.0K0.13%––