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 |
|---|---|---|---|---|---|
| Westshore Wealth, LLC | 18,507 | $882.0K | 0.45% | +410+2.3% | Added |
| RFG Advisory, LLC | 18,530 | $884.0K | 0.08% | −21−0.1% | Reduced |
| Clearstead Advisors, LLC | 18,549 | $884.0K | 0.07% | +1,053+6.0% | Added |
| Samalin Investment Counsel, LLC | 18,620 | $888.0K | 0.58% | +96+0.5% | Added |
| Barrett Asset Management, LLC | 18,643 | $889.0K | 0.04% | −200−1.1% | Reduced |
| First National Bank & Trust Co of Newtown | 18,675 | $890.0K | 0.18% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 18,710 | $892.0K | 0.47% | +60.0% | Added |
| GFS Advisors, LLC | 18,720 | $893.0K | 0.20% | +5,575+42.4% | Added |
| Prime Capital Investment Advisors, LLC | 18,720 | $893.0K | 0.05% | +7,125+61.4% | Added |
| Radnor Capital Management, LLC | 18,768 | $895.0K | 0.30% | 00.0% | Unchanged |
| Resource Management, LLC | 18,768 | $895.0K | 0.10% | +148+0.8% | Added |
| Ritholtz Wealth Management | 18,788 | $896.0K | 0.06% | +2,913+18.3% | Added |
| JustInvest LLC | 18,846 | $899.0K | 0.09% | +2,701+16.7% | Added |
| Clarius Group, LLC | 18,876 | $900.0K | 0.08% | +1,183+6.7% | Added |
| Ashfield Capital Partners, LLC | 18,927 | $902.0K | 0.06% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 18,944 | $903.0K | 0.52% | −966−4.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 18,938 | $903.0K | 0.06% | +2,780+17.2% | Added |
| Oak Asset Management, LLC | 18,992 | $906.0K | 0.38% | −1,569−7.6% | Reduced |
| Bank of Hawaii | 18,984 | $906.0K | 0.05% | −108−0.6% | Reduced |
| GSB Wealth Management, LLC | 19,047 | $908.0K | 0.28% | +1,850+10.8% | Added |
| PBMares Wealth Management LLC | 19,099 | $911.0K | 0.50% | −5,380−22.0% | Reduced |
| Plimoth Trust Co LLC | 19,190 | $915.0K | 0.26% | −50−0.3% | Reduced |
| Eagle Global Advisors LLC | 19,192 | $915.0K | 0.06% | +500+2.7% | Added |
| Jacobi Capital Management LLC | 19,332 | $922.0K | 0.12% | +542+2.9% | Added |
| Meitav Dash Investments Ltd | 19,700 | $922.0K | 0.02% | +19,700 | New |
| West Chester Capital Advisors, Inc | 19,374 | $924.0K | 0.72% | +2,554+15.2% | Added |
| Accretive Wealth Partners, LLC | 19,393 | $925.0K | 0.67% | +2,768+16.6% | Added |
| Estate Counselors, LLC | 19,475 | $928.0K | 0.12% | +405+2.1% | Added |
| Zhang Financial LLC | 19,479 | $929.0K | 0.23% | +1,214+6.6% | Added |
| First Nebraska Trust Co | 19,505 | $930.0K | 0.12% | 00.0% | Unchanged |
| Bank Ozk | 19,540 | $931.0K | 0.41% | −1,655−7.8% | Reduced |
| Personal Cfo Solutions, LLC | 19,603 | $935.0K | 0.19% | −670−3.3% | Reduced |
| Fortem Financial Group, LLC | 19,627 | $936.0K | 0.47% | +1,764+9.9% | Added |
| Gulf International Bank (UK) Ltd | 19,713 | $939.0K | 0.01% | −773−3.8% | Reduced |
| Strategic Wealth Advisors Group, LLC | 19,708 | $940.0K | 0.04% | +3,091+18.6% | Added |
| Sawtooth Solutions, LLC | 19,730 | $941.0K | 0.19% | +2,784+16.4% | Added |
| Sentry Investment Management LLC | 19,763 | $942.0K | 0.24% | −19,982−50.3% | Reduced |
| Bath Savings Trust Co | 19,770 | $943.0K | 0.11% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 19,912 | $950.0K | 0.16% | −3,672−15.6% | Reduced |
| Focused Wealth Management, Inc | 19,973 | $952.0K | 0.16% | +90.0% | Added |
| Bayesian Capital Management, LP | 20,000 | $954.0K | 0.25% | +9,500+90.5% | Added |
| Hayden Royal, LLC | 19,664 | $955.0K | 0.53% | −327−1.6% | Reduced |
| North Star Investment Management Corp. | 20,090 | $958.0K | 0.08% | +114+0.6% | Added |
| Segall Bryant & Hamill, LLC | 20,066 | $959.0K | 0.01% | +2,824+16.4% | Added |
| Duff & Phelps Investment Management Co | 20,130 | $960.0K | 0.01% | −1,820−8.3% | Reduced |
| Great Lakes Advisors, LLC | 20,164 | $961.0K | 0.01% | −93−0.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 20,149 | $961.0K | 0.35% | +5,565+38.2% | Added |
| Beaton Management Co. Inc. | 20,185 | $962.0K | 0.61% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 20,155 | $963.0K | 0.18% | +2,777+16.0% | Added |
| Centric Wealth Management | 20,212 | $964.0K | 0.33% | +428+2.2% | Added |
| Camarda Financial Advisors, LLC | 20,255 | $966.0K | 0.60% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 20,280 | $967.0K | 0.15% | −955−4.5% | Reduced |
| GM Advisory Group, Inc. | 20,368 | $971.0K | 0.10% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 20,019 | $971.0K | 0.10% | +4,769+31.3% | Added |
| Philadelphia Trust Co | 20,465 | $976.0K | 0.07% | −633−3.0% | Reduced |
| Brick & Kyle, Associates | 20,665 | $976.0K | 0.51% | +152+0.7% | Added |
| IFG Advisory, LLC | 20,504 | $977.0K | 0.11% | −61−0.3% | Reduced |
| Cambria Investment Management, L.P. | 20,500 | $977.0K | 0.17% | +2,000+10.8% | Added |
| Exencial Wealth Advisors, LLC | 20,519 | $978.0K | 0.05% | +719+3.6% | Added |
| Thomasville National Bank | 20,551 | $980.0K | 0.10% | +730+3.7% | Added |
| Wealthcare Advisory Partners LLC | 20,619 | $983.0K | 0.07% | −405−1.9% | Reduced |
| Coldstream Capital Management Inc | 20,741 | $989.0K | 0.04% | +817+4.1% | Added |
| Bailard, Inc. | 20,734 | $989.0K | 0.03% | +3,300+18.9% | Added |
| BBVA USA | 20,756 | $989.0K | 0.06% | +20,756 | New |
| Symmetry Partners, LLC | 20,773 | $990.0K | 0.07% | 00.0% | Unchanged |
| Westpac Banking Corp | 20,782 | $990.9K | 0.01% | +20,782 | New |
| Ferguson Wellman Capital Management, Inc | 20,825 | $993.0K | 0.03% | −2,905−12.2% | Reduced |
| Brewin Dolphin Ltd | 20,852 | $994.2K | 0.05% | −1,000−4.6% | Reduced |
| Change Path, LLC | 20,859 | $995.0K | 0.06% | +5,738+37.9% | Added |
| BlueCrest Capital Management Ltd | 21,000 | $1.00M | 0.03% | +21,000 | New |
| Burke & Herbert Bank & Trust Co | 21,222 | $1.01M | 0.65% | −120−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 21,289 | $1.01M | 0.07% | −1,208−5.4% | Reduced |
| Prairiewood Capital, LLC | 21,375 | $1.02M | 0.87% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 21,372 | $1.02M | 0.39% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 21,496 | $1.02M | 0.10% | −1,668−7.2% | Reduced |
| Birmingham Capital Management Co Inc | 21,513 | $1.03M | 0.38% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 21,547 | $1.03M | 0.01% | +986+4.8% | Added |
| Colony Group LLC | 21,590 | $1.03M | 0.02% | −4,628−17.7% | Reduced |
| Everett Harris & Co | 21,693 | $1.03M | 0.02% | +1,116+5.4% | Added |
| AlphaStar Capital Management, LLC | 21,371 | $1.04M | 0.13% | +3,726+21.1% | Added |
| Parallel Advisors, LLC | 21,771 | $1.04M | 0.04% | +1,920+9.7% | Added |
| Capital Insight Partners, LLC | 21,799 | $1.04M | 0.23% | −885−3.9% | Reduced |
| Citizens Financial Group Inc | 21,934 | $1.04M | 0.05% | +5,965+37.4% | Added |
| Great Valley Advisor Group, Inc. | 21,813 | $1.05M | 0.08% | +609+2.9% | Added |
| Northstar Investment Advisors LLC | 21,836 | $1.05M | 0.14% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 22,035 | $1.05M | 0.27% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 22,067 | $1.05M | 0.20% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 22,017 | $1.06M | 0.24% | +38+0.2% | Added |
| Beese Fulmer Investment Management, Inc. | 22,320 | $1.06M | 0.12% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 22,450 | $1.07M | 0.44% | +105+0.5% | Added |
| Taurus Asset Management, LLC | 22,534 | $1.07M | 0.11% | −200−0.9% | Reduced |
| Knoll Capital Management, LLC | 22,700 | $1.08M | 0.57% | 00.0% | Unchanged |
| Capital CS Group, LLC | 22,723 | $1.08M | 0.88% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,794 | $1.09M | 0.01% | −282−1.2% | Reduced |
| Rossmore Private Capital | 22,869 | $1.09M | 0.19% | +900+4.1% | Added |
| Bradley Foster & Sargent Inc | 22,902 | $1.09M | 0.03% | −1,949−7.8% | Reduced |
| Savant Capital, LLC | 22,965 | $1.09M | 0.04% | +727+3.3% | Added |
| Banco Santander, S.A. | 23,000 | $1.10M | 0.01% | +23,000 | New |
| First Hawaiian Bank | 23,010 | $1.10M | 0.05% | −3,187−12.2% | Reduced |
| Intrepid Capital Management Inc | 23,000 | $1.10M | 0.58% | 00.0% | Unchanged |