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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 42,214 | $2.01M | 0.04% | −1,368−3.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 42,523 | $2.03M | 0.17% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 42,889 | $2.04M | 0.67% | −571−1.3% | Reduced |
| FineMark National Bank & Trust | 42,984 | $2.05M | 0.08% | +472+1.1% | Added |
| Roosevelt Investment Group LLC | 43,016 | $2.05M | 0.12% | 00.0% | Unchanged |
| BP PLC | 43,252 | $2.06M | 0.09% | −20,443−32.1% | Reduced |
| Founders Financial Alliance, LLC | 43,327 | $2.07M | 0.94% | +2,541+6.2% | Added |
| Trust Co of Vermont | 43,526 | $2.08M | 0.14% | −36−0.1% | Reduced |
| M Holdings Securities, Inc. | 43,716 | $2.08M | 0.20% | +10,075+29.9% | Added |
| Laurel Wealth Advisors, Inc. | 43,911 | $2.09M | 0.27% | −331−0.7% | Reduced |
| Focus Financial Network, Inc. | 43,270 | $2.10M | 0.28% | −17,233−28.5% | Reduced |
| Bowling Portfolio Management LLC | 44,241 | $2.11M | 0.47% | +44,241 | New |
| J.W. Cole Advisors, Inc. | 44,249 | $2.11M | 0.17% | −2,240−4.8% | Reduced |
| Affinity Investment Advisors, LLC | 44,334 | $2.11M | 0.95% | −21,484−32.6% | Reduced |
| Tufton Capital Management | 44,930 | $2.14M | 0.35% | −525−1.2% | Reduced |
| Wedbush Securities Inc | 45,119 | $2.15M | 0.10% | −2,536−5.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 45,206 | $2.15M | 0.40% | +1,390+3.2% | Added |
| Cerity Partners LLC | 45,438 | $2.17M | 0.05% | −2,665−5.5% | Reduced |
| NBT Bank N A | 45,643 | $2.18M | 0.30% | −1,365−2.9% | Reduced |
| Compagnie Lombard Odier SCmA | 45,660 | $2.18M | 0.05% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 45,720 | $2.18M | 0.16% | +2,321+5.3% | Added |
| Greylin Investment Mangement Inc | 46,039 | $2.19M | 0.42% | +16,814+57.5% | Added |
| Dynamic Advisor Solutions LLC | 46,086 | $2.20M | 0.17% | +4,155+9.9% | Added |
| Independent Advisor Alliance | 46,514 | $2.22M | 0.12% | −754−1.6% | Reduced |
| Hayek Kallen Investment Management | 46,514 | $2.22M | 0.93% | +89+0.2% | Added |
| Verdence Capital Advisors LLC | 46,744 | $2.23M | 0.31% | +5,955+14.6% | Added |
| Hartford Financial Management Inc. | 46,904 | $2.24M | 0.55% | 00.0% | Unchanged |
| Veritable, L.P. | 47,539 | $2.27M | 0.04% | +785+1.7% | Added |
| Frontier Wealth Management LLC | 48,032 | $2.29M | 0.16% | +30,041+167.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 48,167 | $2.30M | 0.24% | −744−1.5% | Reduced |
| North Star Asset Management Inc | 48,280 | $2.30M | 0.13% | +2,738+6.0% | Added |
| Allworth Financial LP | 48,297 | $2.30M | 0.04% | +32,758+210.8% | Added |
| Spreng Capital Management, Inc. | 48,748 | $2.32M | 1.50% | +1,632+3.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,823 | $2.33M | 0.09% | +12,427+34.1% | Added |
| South State Corp. | 48,850 | $2.33M | 0.20% | +19,268+65.1% | Added |
| Convergence Investment Partners, LLC | 49,252 | $2.35M | 1.01% | +230+0.5% | Added |
| TD Private Client Wealth LLC | 49,350 | $2.35M | 0.10% | −58,247−54.1% | Reduced |
| Quilter Plc | 49,698 | $2.37M | 0.07% | −1,131−2.2% | Reduced |
| Wintrust Investments LLC | 49,696 | $2.37M | 0.24% | −156−0.3% | Reduced |
| Kinloch Capital, LLC | 49,786 | $2.37M | 1.70% | +815+1.7% | Added |
| RSM US Wealth Management LLC | 49,851 | $2.38M | 0.13% | −395−0.8% | Reduced |
| X-Square Capital, LLC | 50,005 | $2.38M | 1.13% | +5,641+12.7% | Added |
| HBK Sorce Advisory LLC | 50,430 | $2.40M | 0.13% | −1,924−3.7% | Reduced |
| Optimal Asset Management, Inc. | 50,961 | $2.43M | 0.29% | +20.0% | Added |
| Alaska Permanent Fund Corp | 51,000 | $2.43M | 0.04% | −3,300−6.1% | Reduced |
| Brookstone Capital Management | 52,343 | $2.45M | 0.04% | +27,460+110.4% | Added |
| Teza Capital Management LLC | 51,443 | $2.45M | 0.40% | +44,954+692.8% | Added |
| Cohen Klingenstein LLC | 51,605 | $2.46M | 0.11% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 51,918 | $2.48M | 0.45% | +1,278+2.5% | Added |
| Roundview Capital LLC | 51,906 | $2.48M | 0.28% | +9,021+21.0% | Added |
| Quantedge Capital Pte Ltd | 52,000 | $2.48M | 1.19% | +52,000 | New |
| Stony Point Wealth Management Inc. | 52,016 | $2.48M | 1.61% | +9,060+21.1% | Added |
| Capital International Sarl | 52,085 | $2.48M | 0.21% | +17,168+49.2% | Added |
| Cypress Capital Group | 52,116 | $2.48M | 0.34% | −2,493−4.6% | Reduced |
| IBM Retirement Fund | 52,200 | $2.49M | 0.20% | −11,203−17.7% | Reduced |
| HM Payson & Co | 52,446 | $2.50M | 0.06% | −2,020−3.7% | Reduced |
| Prospera Financial Services Inc | 52,909 | $2.52M | 0.13% | +1,054+2.0% | Added |
| CMG Global Holdings, LLC | 53,157 | $2.54M | 1.91% | +4,203+8.6% | Added |
| Cornerstone Wealth Group, LLC | 54,238 | $2.54M | 0.52% | +2,673+5.2% | Added |
| Mid Atlantic Financial Management Inc | 53,395 | $2.55M | 0.17% | +1,892+3.7% | Added |
| Hilltop Holdings Inc. | 53,636 | $2.56M | 0.29% | +20,232+60.6% | Added |
| Paloma Partners Management Co | 53,864 | $2.57M | 0.07% | +31,744+143.5% | Added |
| GWM Advisors LLC | 54,520 | $2.60M | 0.07% | +1,103+2.1% | Added |
| People's United Financial, Inc. | 54,639 | $2.60M | 0.06% | +3,268+6.4% | Added |
| Dana Investment Advisors, Inc. | 54,686 | $2.61M | 0.12% | +2,386+4.6% | Added |
| Advisor Partners LLC | 55,207 | $2.62M | 0.17% | +2,769+5.3% | Added |
| Stratos Wealth Partners, LTD. | 55,216 | $2.63M | 0.07% | +2,511+4.8% | Added |
| Seeyond | 55,344 | $2.64M | 0.25% | +248+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 56,143 | $2.68M | 0.03% | +5,285+10.4% | Added |
| Pekin Hardy Strauss, Inc. | 56,222 | $2.68M | 0.37% | +4,715+9.2% | Added |
| Edgar Lomax Co | 56,640 | $2.70M | 0.17% | −940−1.6% | Reduced |
| Pitcairn Co | 56,868 | $2.71M | 0.18% | −535−0.9% | Reduced |
| Financial Partners Capital Management LLC | 57,625 | $2.75M | 0.50% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 57,740 | $2.75M | 0.00% | +6,936+13.7% | Added |
| Cigna Investments Inc | 57,770 | $2.75M | 0.20% | −9,230−13.8% | Reduced |
| Marshall Wace, LLP | 58,043 | $2.77M | 0.01% | +54,274+1,440.0% | Added |
| First National Trust Co | 58,181 | $2.77M | 0.17% | +2,602+4.7% | Added |
| Holocene Advisors, LP | 58,247 | $2.78M | 0.02% | −63,122−52.0% | Reduced |
| Avantax Planning Partners, Inc. | 58,756 | $2.80M | 0.13% | +5,396+10.1% | Added |
| Parthenon LLC | 58,814 | $2.80M | 0.42% | +3,519+6.4% | Added |
| Johnson Investment Counsel Inc | 58,144 | $2.82M | 0.04% | +1,298+2.3% | Added |
| Lincoln National Corp | 59,183 | $2.82M | 0.06% | +2,091+3.7% | Added |
| Deltec Asset Management LLC | 59,487 | $2.84M | 0.39% | −7,500−11.2% | Reduced |
| FDx Advisors, Inc. | 59,548 | $2.84M | 0.09% | −238−0.4% | Reduced |
| Bessemer Group Inc | 59,969 | $2.86M | 0.01% | −894−1.5% | Reduced |
| Pensionfund Sabic | 60,000 | $2.86M | 0.61% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 60,045 | $2.86M | 0.27% | +302+0.5% | Added |
| Peapack Gladstone Financial Corp | 60,182 | $2.87M | 0.07% | +2,551+4.4% | Added |
| Verus Financial Partners, Inc. | 61,214 | $2.89M | 0.44% | +997+1.7% | Added |
| Capital Square, LLC | 61,319 | $2.90M | 2.14% | +2,878+4.9% | Added |
| Third Security, LLC | 61,000 | $2.91M | 0.41% | +61,000 | New |
| Winning Points Advisors, LLC | 61,116 | $2.92M | 2.18% | −2,520−4.0% | Reduced |
| Aureus Asset Management, LLC | 61,133 | $2.92M | 0.19% | +61,133 | New |
| HighPoint Advisor Group LLC | 61,374 | $2.93M | 0.29% | +920+1.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 61,674 | $2.94M | 0.14% | −641−1.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 62,636 | $2.99M | 0.12% | −593−0.9% | Reduced |
| Cresset Asset Management, LLC | 61,601 | $2.99M | 0.04% | −7,759−11.2% | Reduced |
| Meritage Portfolio Management | 62,778 | $2.99M | 0.18% | +19,628+45.5% | Added |
| WBI Investments | 63,162 | $3.01M | 0.46% | +57,008+926.4% | Added |
| Regal Investment Advisors LLC | 63,310 | $3.02M | 0.30% | +63,310 | New |