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, Q2 2021
Institutional positions in Altria Group, Inc. as of Jun 30, 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
- 1,753
- −5 vs. Q1 2021
- Shares held
- 1.10B
- −20.0M (−1.8%) vs. Q1 2021
- Total value
- $52.4B
- −$4.80B (−8.4%) vs. Q1 2021
- New holders
- 121
- 706 more added
- Sold out
- 126
- 655 more reduced
18 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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, Q2 2021
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlas Private Wealth Advisors | 26 | $1.00K | 0.00% | −200−88.5% | Reduced |
| Cypress Capital, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 12 | $1.00K | 0.00% | +12 | New |
| USA Financial Portformulas Corp | 28 | $1.00K | 0.00% | +28 | New |
| Cascade Investment Advisors, Inc. | 28 | $1.33K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 93,716 | $1.97K | 0.08% | +91,762+4,696.1% | Added |
| HBC Financial Services, PLLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 64 | $3.00K | 0.00% | −481−88.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | – | $3.00K | 0.00% | – | – |
| Tfo-TDC, LLC | 60 | $3.00K | 0.00% | +60 | New |
| Mach-1 Financial Group, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 95 | $5.00K | 0.00% | −4,358−97.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 101 | $5.00K | 0.00% | +101 | New |
| Column Capital Advisors, LLC | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 134 | $6.00K | 0.00% | +134 | New |
| Ellevest, Inc. | 150 | $7.00K | 0.00% | −754−83.4% | Reduced |
| DB Wealth Management Group, LLC | 152 | $7.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 156 | $7.00K | 0.01% | +3+2.0% | Added |
| Activest Wealth Management | 155 | $7.00K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 150 | $7.00K | 0.01% | +150 | New |
| Raffa Wealth Management, LLC | 150 | $7.15K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 168 | $8.00K | 0.00% | −199−54.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 170 | $8.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 167 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 191 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 184 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 195 | $9.30K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 196 | $9.35K | 0.00% | +96+96.0% | Added |
| Interactive Financial Advisors | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 200 | $10.0K | 0.01% | +200 | New |
| West Financial Advisors, LLC | 233 | $11.0K | 0.00% | −33−12.4% | Reduced |
| Front Row Advisors LLC | 230 | $11.0K | 0.00% | +3+1.3% | Added |
| Ford Financial Group, LLC | 232 | $11.0K | 0.00% | +232 | New |
| Savior LLC | 250 | $12.0K | 0.01% | −78−23.8% | Reduced |
| Evolution Wealth Advisors, LLC | 266 | $13.0K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 280 | $13.0K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Management Inc | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 300 | $14.0K | 0.00% | +200+200.0% | Added |
| Monumental Financial Group Inc. | 300 | $14.0K | 0.01% | +300 | New |
| Private Ocean, LLC | 305 | $15.0K | 0.00% | −1,069−77.8% | Reduced |
| Perkins Coie Trust Co | 308 | $15.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 308 | $15.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 346 | $16.0K | 0.00% | −31,289−98.9% | Reduced |
| Perennial Advisors, LLC | 329 | $16.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 372 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 350 | $17.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 360 | $17.0K | 0.01% | +360 | New |
| Hanson & Doremus Investment Management | 464 | $18.0K | 0.01% | −51−9.9% | Reduced |
| TD Capital Management LLC | 383 | $18.0K | 0.00% | +1+0.3% | Added |
| Resolute Partners Group | 364 | $18.0K | 0.00% | +11+3.1% | Added |
| Ogorek Anthony Joseph | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Personal Wealth Partners | 397 | $19.0K | 0.01% | +397 | New |
| Core Alternative Capital | 423 | $20.0K | 0.00% | −45,435−99.1% | Reduced |
| Founders Capital Management | 439 | $21.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 437 | $21.0K | 0.02% | +6+1.4% | Added |
| Freedman Financial Associates, Inc. | 455 | $22.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 471 | $22.0K | 0.00% | +471 | New |
| Country Trust Bank | 475 | $23.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 472 | $23.0K | 0.01% | +7+1.5% | Added |
| Gleason Group, Inc. | 496 | $24.0K | 0.01% | +9+1.8% | Added |
| Regency Capital Management Inc. | 520 | $25.0K | 0.02% | −165−24.1% | Reduced |
| Isthmus Partners, LLC | 522 | $25.0K | 0.00% | +522 | New |
| Exane Derivatives | 539 | $25.2K | 0.01% | +117+27.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 534 | $25.5K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 550 | $26.0K | 0.01% | +300+120.0% | Added |
| Alaethes Wealth LLC | 535 | $26.0K | 0.02% | +535 | New |
| Bellwether Advisors, LLC | 573 | $27.0K | 0.01% | +254+79.6% | Added |
| Providence Capital Advisors, LLC | 577 | $28.0K | 0.01% | −275−32.3% | Reduced |
| JNBA Financial Advisors | 581 | $28.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 588 | $28.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 582 | $28.0K | 0.01% | +5+0.9% | Added |
| Larson Financial Group LLC | 622 | $30.0K | 0.01% | +402+182.7% | Added |
| Tortoise Investment Management, LLC | 656 | $31.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 645 | $31.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 687 | $33.0K | 0.00% | −108−13.6% | Reduced |
| Baron Financial Group, LLC | 700 | $33.4K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 765 | $36.0K | 0.03% | −316−29.2% | Reduced |
| West Paces Advisors Inc. | 786 | $37.5K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 792 | $37.8K | 0.02% | −100−11.2% | Reduced |
| Bray Capital Advisors | 800 | $38.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 800 | $38.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 800 | $38.0K | 0.01% | +648+426.3% | Added |
| Vigilant Capital Management, LLC | 803 | $38.0K | 0.00% | +803 | New |
| Addison Advisors LLC | 803 | $38.0K | 0.03% | +803 | New |
| Earnest Partners LLC | 940 | $45.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 963 | $46.0K | 0.03% | +963 | New |
| FNY Investment Advisers, LLC | 1,000 | $47.0K | 0.02% | +1,000 | New |