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 |
|---|---|---|---|---|---|
| Lee Financial Co | 30,428 | $1.45M | 0.31% | −459−1.5% | Reduced |
| WP Advisors, LLC | 30,484 | $1.45M | 0.61% | +2,565+9.2% | Added |
| Valicenti Advisory Services Inc | 30,498 | $1.45M | 0.40% | −80−0.3% | Reduced |
| Aurora Investment Counsel | 30,519 | $1.46M | 1.02% | −123−0.4% | Reduced |
| Octavia Wealth Advisors, LLC | 30,168 | $1.46M | 0.39% | +317+1.1% | Added |
| MAI Capital Management | 30,725 | $1.47M | 0.03% | −950−3.0% | Reduced |
| Brandywine Trust Co | 30,814 | $1.47M | 0.46% | 00.0% | Unchanged |
| Telemus Capital, LLC | 30,838 | $1.47M | 0.11% | −1,669−5.1% | Reduced |
| King Luther Capital Management Corp | 30,923 | $1.47M | 0.01% | +13,107+73.6% | Added |
| Vident Investment Advisory, LLC | 31,106 | $1.48M | 0.05% | +4,199+15.6% | Added |
| R.m.sincerbeaux Capital Management LLC | 31,121 | $1.48M | 0.94% | 00.0% | Unchanged |
| Vestcor Inc | 31,180 | $1.49M | 0.05% | −3,416−9.9% | Reduced |
| Keudell/Morrison Wealth Management | 31,340 | $1.49M | 0.82% | −1,600−4.9% | Reduced |
| First Heartland Consultants, Inc. | 31,371 | $1.50M | 0.23% | −12,121−27.9% | Reduced |
| Proequities, Inc. | 30,867 | $1.50M | 0.09% | +678+2.2% | Added |
| Gamble Jones Investment Counsel | 31,535 | $1.50M | 0.10% | −4,400−12.2% | Reduced |
| Stock Yards Bank & Trust Co | 31,558 | $1.50M | 0.10% | −2,498−7.3% | Reduced |
| Delta Capital Management LLC | 31,575 | $1.50M | 0.93% | −270−0.8% | Reduced |
| Kanen Wealth Management LLC | 31,692 | $1.51M | 0.35% | −28,308−47.2% | Reduced |
| International Assets Investment Management, LLC | 88,455 | $1.51M | 0.28% | −78,494−47.0% | Reduced |
| Amica Retiree Medical Trust | 31,774 | $1.51M | 0.96% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 31,837 | $1.52M | 0.38% | −1,410−4.2% | Reduced |
| Integrated Advisors Network LLC | 31,829 | $1.52M | 0.11% | +1,728+5.7% | Added |
| Clear Street Markets LLC | 31,948 | $1.52M | 0.32% | −332,452−91.2% | Reduced |
| IHT Wealth Management, LLC | 31,985 | $1.52M | 0.10% | +2,133+7.1% | Added |
| Patton Albertson Miller Group, LLC | 32,010 | $1.53M | 0.35% | +377+1.2% | Added |
| Sciencast Management LP | 32,297 | $1.53M | 0.32% | +32,297 | New |
| Illinois Municipal Retirement Fund | 32,068 | $1.53M | 0.06% | +14,728+84.9% | Added |
| Wesbanco Bank Inc | 32,318 | $1.54M | 0.06% | −3,338−9.4% | Reduced |
| Fred Alger Management, LLC | 32,425 | $1.55M | 0.00% | −8,949−21.6% | Reduced |
| Capital International Inc | 32,490 | $1.55M | 0.01% | −1,334−3.9% | Reduced |
| Green Square Capital Advisors LLC | 32,587 | $1.55M | 0.43% | +1,575+5.1% | Added |
| Nicholas Hoffman & Company, LLC. | 32,704 | $1.56M | 0.28% | +1,394+4.5% | Added |
| Traverso Chambers Private Wealth Management, LLC | 32,725 | $1.56M | 0.49% | +250+0.8% | Added |
| Burns J W & Co Inc | 32,752 | $1.56M | 0.25% | −2,707−7.6% | Reduced |
| World Asset Management Inc | 32,858 | $1.57M | 0.14% | −1,655−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 32,992 | $1.57M | 0.04% | −119,192−78.3% | Reduced |
| Belpointe Asset Management LLC | 33,651 | $1.57M | 0.11% | +4,264+14.5% | Added |
| Ziegler Capital Management, LLC | 33,199 | $1.58M | 0.05% | −2,472−6.9% | Reduced |
| Legacy Capital Partners, Inc. | 33,277 | $1.59M | 0.57% | +2,326+7.5% | Added |
| Siemens Fonds Invest GmbH | 33,348 | $1.59M | 0.19% | −5,103−13.3% | Reduced |
| Fulton Bank, N.A. | 33,344 | $1.59M | 0.07% | −400−1.2% | Reduced |
| Sargent Bickham Lagudis LLC | 33,344 | $1.59M | 0.13% | +30,436+1,046.6% | Added |
| Valeo Financial Advisors, LLC | 33,557 | $1.60M | 0.10% | +1,489+4.6% | Added |
| Global Retirement Partners, LLC | 34,034 | $1.62M | 0.17% | +2,192+6.9% | Added |
| Leonteq Securities AG | 34,224 | $1.63M | 0.12% | +9,430+38.0% | Added |
| Sumitomo Life Insurance Co | 34,334 | $1.64M | 0.05% | −5,431−13.7% | Reduced |
| Sandy Spring Bank | 34,344 | $1.64M | 0.09% | −349−1.0% | Reduced |
| Simmons Bank | 34,414 | $1.64M | 0.12% | −1,527−4.2% | Reduced |
| Cumberland Partners Ltd | 34,400 | $1.64M | 0.13% | −200−0.6% | Reduced |
| Human Investing LLC | 34,534 | $1.65M | 0.40% | +954+2.8% | Added |
| NEXT Financial Group, Inc | 34,558 | $1.65M | 0.13% | +3,082+9.8% | Added |
| Burleson & Company, LLC | 34,593 | $1.65M | 0.24% | +80.0% | Added |
| First City Capital Management, Inc. | 34,288 | $1.65M | 0.91% | +1,338+4.1% | Added |
| Northeast Financial Consultants Inc | 34,846 | $1.66M | 0.11% | −2,835−7.5% | Reduced |
| Clear Harbor Asset Management, LLC | 34,845 | $1.66M | 0.20% | −310−0.9% | Reduced |
| Private Trust Co NA | 34,908 | $1.66M | 0.25% | −2,181−5.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 34,983 | $1.67M | 0.01% | −20,290−36.7% | Reduced |
| Integrated Wealth Concepts LLC | 35,556 | $1.70M | 0.06% | +7,681+27.6% | Added |
| Allstate Corp | 36,369 | $1.73M | 0.06% | −3,454−8.7% | Reduced |
| Essex Financial Services, Inc. | 34,088 | $1.74M | 0.25% | 00.0% | Unchanged |
| Horizon Investments, LLC | 37,056 | $1.77M | 0.05% | −15,010−28.8% | Reduced |
| Spire Wealth Management | 37,080 | $1.77M | 0.05% | −27,592−42.7% | Reduced |
| Cordasco Financial Network | 37,077 | $1.77M | 1.23% | −344−0.9% | Reduced |
| Argent Trust Co | 37,365 | $1.78M | 0.12% | +1,450+4.0% | Added |
| Boston Family Office LLC | 37,410 | $1.78M | 0.13% | −100−0.3% | Reduced |
| Aviance Capital Partners, LLC | 37,498 | $1.79M | 0.31% | +3,618+10.7% | Added |
| Fort, L.P. | 37,564 | $1.79M | 0.52% | −3,595−8.7% | Reduced |
| PFG Advisors | 37,559 | $1.79M | 0.21% | −563−1.5% | Reduced |
| Davy Global Fund Management Ltd | 37,642 | $1.79M | 0.27% | −2,908−7.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 37,700 | $1.80M | 0.38% | −2,507−6.2% | Reduced |
| Soltis Investment Advisors LLC | 37,865 | $1.80M | 0.29% | +5,859+18.3% | Added |
| Acadian Asset Management LLC | 37,905 | $1.81M | 0.01% | −1,935−4.9% | Reduced |
| Truvestments Capital LLC | 38,117 | $1.82M | 1.00% | +1,018+2.7% | Added |
| Bollard Group LLC | 38,158 | $1.82M | 0.06% | +830+2.2% | Added |
| Fisher Asset Management, LLC | 38,168 | $1.82M | 0.00% | −289−0.8% | Reduced |
| Tdam USA Inc. | 37,915 | $1.82M | 0.11% | −150,129−79.8% | Reduced |
| Berkshire Asset Management LLC | 38,276 | $1.82M | 0.12% | −6,866−15.2% | Reduced |
| Howard Capital Management Group, LLC | 38,427 | $1.83M | 0.17% | 00.0% | Unchanged |
| SRB Corp | 38,439 | $1.83M | 0.12% | +4,850+14.4% | Added |
| Lee Danner & Bass Inc | 38,451 | $1.83M | 0.17% | −288−0.7% | Reduced |
| Covington Capital Management | 38,819 | $1.85M | 0.07% | 00.0% | Unchanged |
| HawsGoodwin Investment Management LLC | 38,834 | $1.85M | 0.57% | −10,195−20.8% | Reduced |
| BBR Partners, LLC | 38,983 | $1.86M | 0.15% | −1,353−3.4% | Reduced |
| Financial Counselors Inc | 39,122 | $1.86M | 0.04% | +2,567+7.0% | Added |
| Kavar Capital Partners Group, LLC | 39,846 | $1.90M | 0.46% | −1,655−4.0% | Reduced |
| Leelyn Smith, LLC | 39,945 | $1.91M | 0.56% | +471+1.2% | Added |
| Hohimer Wealth Management, LLC | 40,004 | $1.91M | 0.39% | +813+2.1% | Added |
| Castleview Partners, LLC | 40,015 | $1.91M | 0.84% | +40,015 | New |
| YorkBridge Wealth Partners, LLC | 40,593 | $1.94M | 0.51% | −836−2.0% | Reduced |
| Marino, Stram & Associates LLC | 40,593 | $1.94M | 0.51% | +12,240+43.2% | Added |
| Value Partners Investments Inc. | 41,000 | $1.95M | 0.16% | +16,000+64.0% | Added |
| Investors Asset Management of Georgia Inc | 41,029 | $1.96M | 1.05% | +700+1.7% | Added |
| Means Investment Co., Inc. | 41,250 | $1.97M | 0.39% | −569−1.4% | Reduced |
| Shell Asset Management Co | 41,272 | $1.97M | 0.04% | −18,530−31.0% | Reduced |
| Sanders Morris Harris LLC | 41,618 | $1.97M | 0.38% | −50,000−54.6% | Reduced |
| Fma Advisory Inc | 41,465 | $1.98M | 0.73% | +178+0.4% | Added |
| Doliver Advisors, LP | 41,566 | $1.98M | 0.66% | +2,661+6.8% | Added |
| Brightworth | 41,870 | $2.00M | 0.17% | +11,191+36.5% | Added |
| Caldwell Trust Co | 41,884 | $2.00M | 0.26% | −2,356−5.3% | Reduced |