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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 1,012 | $48.0K | 0.02% | +7+0.7% | Added |
| Ironwood Financial, llc | 1,012 | $48.0K | 0.01% | +69+7.3% | Added |
| Tradewinds Capital Management, LLC | 1,132 | $54.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 1,140 | $54.0K | 0.04% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,159 | $55.0K | 0.04% | +670+137.0% | Added |
| Jefferies Group LLC | 1,156 | $55.1K | 0.00% | +1,156 | New |
| Stephenson National Bank & Trust | 1,200 | $57.0K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 1,190 | $57.0K | 0.02% | 00.0% | Unchanged |
| Bleichroeder LP | 1,200 | $57.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,197 | $57.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,193 | $57.0K | 0.03% | +4+0.3% | Added |
| Baystate Wealth Management LLC | 1,195 | $57.0K | 0.01% | +341+39.9% | Added |
| West Branch Capital LLC | 1,215 | $58.0K | 0.03% | +1,215 | New |
| Strategic Blueprint, LLC | 1,214 | $58.0K | 0.01% | +1,214 | New |
| American State Bank (Iowa) | 1,220 | $58.2K | 0.05% | 00.0% | Unchanged |
| Waycross Partners, LLC | 1,295 | $62.0K | 0.03% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 1,322 | $63.0K | 0.01% | +1,322 | New |
| JFS Wealth Advisors, LLC | 1,340 | $64.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,370 | $65.0K | 0.01% | −30−2.1% | Reduced |
| Global Trust Asset Management, LLC | 1,364 | $65.0K | 0.03% | +250+22.4% | Added |
| Glen Eagle Advisors, LLC | 1,383 | $65.9K | 0.02% | +50+3.8% | Added |
| Lountzis Asset Management, LLC | 1,370 | $66.0K | 0.04% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,398 | $67.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,396 | $67.0K | 0.05% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,440 | $68.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,425 | $68.0K | 0.04% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,424 | $68.0K | 0.03% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 1,520 | $72.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 1,500 | $72.0K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Management (UK) Ltd | 1,500 | $72.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,500 | $72.0K | 0.05% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,500 | $72.0K | 0.03% | +1,500 | New |
| Sierra Capital LLC | 1,588 | $76.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,600 | $76.0K | 0.09% | +1,600 | New |
| Clearview Wealth Advisors LLC | 1,623 | $77.0K | 0.05% | −173−9.6% | Reduced |
| Accel Wealth Management | 1,619 | $77.0K | 0.05% | −24−1.5% | Reduced |
| Pinnacle Holdings, LLC | 1,686 | $80.4K | 0.04% | +1,686 | New |
| Lake Point Wealth Management | 1,710 | $82.0K | 0.04% | +1,710 | New |
| Liberty Wealth Management LLC | 1,855 | $88.0K | 0.03% | −481−20.6% | Reduced |
| M&R Capital Management Inc | 1,875 | $89.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,912 | $91.0K | 0.06% | 00.0% | Unchanged |
| Firestone Capital Management | 1,940 | $92.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,943 | $93.0K | 0.02% | −154−7.3% | Reduced |
| Sawyer & Company, Inc | 1,950 | $93.0K | 0.04% | +100+5.4% | Added |
| McClarren Financial Advisors, Inc. | 1,991 | $94.0K | 0.08% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,000 | $95.0K | 0.06% | −300−13.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 2,000 | $95.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,992 | $95.0K | 0.01% | +249+14.3% | Added |
| Proffitt & Goodson Inc | 2,035 | $97.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,032 | $97.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,091 | $99.0K | 0.03% | −144−6.4% | Reduced |
| Highlander Capital Management, LLC | 2,095 | $100.0K | 0.05% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,288 | $109.0K | 0.09% | −586−20.4% | Reduced |
| Thornburg Investment Management Inc | 2,311 | $110.0K | 0.00% | +602+35.2% | Added |
| Field & Main Bank | 2,400 | $114.0K | 0.07% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,416 | $115.0K | 0.03% | −1,017−29.6% | Reduced |
| Carolinas Wealth Consulting LLC | 2,364 | $115.0K | 0.03% | −749−24.1% | Reduced |
| Norway Savings Bank | 2,489 | $119.0K | 0.06% | −50−2.0% | Reduced |
| McIlrath & Eck, LLC | 2,522 | $120.0K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 2,570 | $122.0K | 0.04% | +8+0.3% | Added |
| Pacific Center for Financial Services | 2,553 | $122.0K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,586 | $123.0K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 2,590 | $123.0K | 0.02% | +469+22.1% | Added |
| Veritas Investment Partners (UK) Ltd. | 2,600 | $124.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,622 | $125.0K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,615 | $125.0K | 0.03% | +123+4.9% | Added |
| tru Independence LLC | 2,617 | $125.0K | 0.04% | +2,617 | New |
| Global Financial Private Client, LLC | 2,622 | $125.4K | 0.07% | +4+0.2% | Added |
| AdvisorShares Investments LLC | 2,670 | $127.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 2,646 | $127.0K | 0.07% | +150+6.0% | Added |
| JJJ Advisors Inc. | 2,791 | $133.0K | 0.05% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,783 | $133.0K | 0.07% | +50+1.8% | Added |
| Creative Financial Designs Inc | 2,896 | $138.0K | 0.02% | −27−0.9% | Reduced |
| Capital Advisors, Ltd. LLC | 2,895 | $138.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,941 | $140.0K | 0.01% | −47−1.6% | Reduced |
| Aspire Private Capital, LLC | 2,937 | $140.0K | 0.04% | +700+31.3% | Added |
| Pin Oak Investment Advisors Inc | 2,947 | $141.0K | 0.14% | +100+3.5% | Added |
| First National Bank of South Miami | 2,970 | $142.0K | 0.10% | −35−1.2% | Reduced |
| Edge Wealth Management LLC | 3,000 | $143.0K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3,010 | $144.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,111 | $148.0K | 0.07% | −100−3.1% | Reduced |
| D'Orazio & Associates, Inc. | 3,167 | $151.0K | 0.04% | −386−10.9% | Reduced |
| Central Bank & Trust Co | 3,155 | $151.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3,205 | $153.0K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3,300 | $157.0K | 0.02% | −75−2.2% | Reduced |
| Eagle Bay Advisors LLC | 3,296 | $159.0K | 0.13% | +3,296 | New |
| Gables Capital Management Inc. | 3,358 | $160.0K | 0.11% | 00.0% | Unchanged |
| First Command Bank | 3,383 | $161.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 3,383 | $161.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,369 | $161.0K | 0.00% | +497+17.3% | Added |
| Acima Private Wealth, LLC | 3,452 | $165.0K | 0.08% | 00.0% | Unchanged |
| CNB Bank | 3,485 | $166.0K | 0.10% | +591+20.4% | Added |
| Heritage Wealth Management, LLC | 3,535 | $169.0K | 0.06% | −180−4.8% | Reduced |
| West Oak Capital, LLC | 3,535 | $169.0K | 0.07% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,605 | $172.0K | 0.02% | −250−6.5% | Reduced |
| Beck Bode, LLC | 3,617 | $172.0K | 0.05% | +3,617 | New |
| Parisi Gray Wealth Management | 3,633 | $173.0K | 0.06% | +3,633 | New |
| Ade, LLC | 3,644 | $174.0K | 0.16% | −123−3.3% | Reduced |
| Stonebridge Capital Advisors LLC | 3,683 | $176.0K | 0.02% | −200−5.2% | Reduced |
| Bellevue Asset Management, LLC | 3,706 | $177.0K | 0.11% | +107+3.0% | Added |