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 |
|---|---|---|---|---|---|
| JTC Employer Solutions Trusteee Ltd | 3,708 | $177.0K | 0.03% | +3,708 | New |
| Piscataqua Savings Bank | 3,732 | $178.0K | 0.15% | −35−0.9% | Reduced |
| Roble, Belko & Company, Inc | 3,729 | $178.0K | 0.04% | +50+1.4% | Added |
| Enterprise Financial Services Corp | 3,939 | $188.0K | 0.03% | +32+0.8% | Added |
| SRS Capital Advisors, Inc. | 3,943 | $188.0K | 0.03% | +3,943 | New |
| Cypress Capital Management LLC (WY) | 3,900 | $189.0K | 0.15% | −650−14.3% | Reduced |
| Gemmer Asset Management LLC | 3,995 | $190.0K | 0.03% | −61−1.5% | Reduced |
| Fieldpoint Private Securities, LLC | 3,964 | $191.0K | 0.04% | +6+0.2% | Added |
| Elmwood Wealth Management, Inc. | 4,047 | $193.0K | 0.10% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,632 | $197.0K | 0.05% | −160−3.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,172 | $199.0K | 0.09% | +39+0.9% | Added |
| Harvest Fund Management Co., Ltd | 4,165 | $199.0K | 0.02% | +668+19.1% | Added |
| Howard Financial Services, Ltd. | 4,200 | $200.0K | 0.08% | −2,303−35.4% | Reduced |
| Chickasaw Capital Management LLC | 4,200 | $200.0K | 0.01% | +4,200 | New |
| Strategic Wealth Management Group, LLC | 4,209 | $201.0K | 0.07% | −4,140−49.6% | Reduced |
| D.B. Root & Company, LLC | 4,251 | $202.0K | 0.08% | −240−5.3% | Reduced |
| Baldwin Investment Management, LLC | 4,242 | $202.0K | 0.03% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,180 | $203.0K | 0.12% | −825−16.5% | Reduced |
| BancorpSouth Bank | 4,263 | $203.0K | 0.03% | −483−10.2% | Reduced |
| Detalus Advisors, LLC | 4,250 | $203.0K | 0.11% | −465−9.9% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,275 | $203.0K | 0.12% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,257 | $203.0K | 0.07% | 00.0% | Unchanged |
| Pantheon Investment Group, LLC | 4,273 | $204.0K | 0.17% | −900−17.4% | Reduced |
| Eagle Asset Management Inc | 4,298 | $204.0K | 0.00% | −67−1.5% | Reduced |
| SNS Financial Group, LLC | 4,276 | $204.0K | 0.03% | +12+0.3% | Added |
| Weaver Consulting Group | 4,292 | $205.0K | 0.12% | −185−4.1% | Reduced |
| Thoroughbred Financial Services, LLC | 4,305 | $205.0K | 0.05% | +194+4.7% | Added |
| Old North State Trust, LLC | 4,304 | $205.0K | 0.15% | +2,531+142.8% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 4,319 | $206.0K | 0.19% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 4,303 | $206.0K | 0.30% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 4,266 | $207.0K | 0.04% | −55−1.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,356 | $208.0K | 0.02% | −2,942−40.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,372 | $208.0K | 0.00% | −50−1.1% | Reduced |
| Cubic Asset Management, LLC | 4,368 | $208.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,355 | $208.0K | 0.14% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 4,353 | $208.0K | 0.06% | +10.0% | Added |
| Rothschild & Co Wealth Management UK Ltd | 4,365 | $208.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,370 | $208.0K | 0.02% | +88+2.1% | Added |
| MBA Advisors LLC | 4,367 | $208.0K | 0.16% | +4,367 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,400 | $210.0K | 0.02% | 00.0% | Unchanged |
| Truepoint, Inc. | 4,400 | $210.0K | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,396 | $210.0K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,412 | $210.0K | 0.05% | +414+10.4% | Added |
| YHB Investment Advisors, Inc. | 4,428 | $211.0K | 0.02% | +20.0% | Added |
| Vestor Capital, LLC | 4,430 | $211.0K | 0.02% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,426 | $211.0K | 0.03% | +182+4.3% | Added |
| Courier Capital LLC | 4,437 | $212.0K | 0.02% | −90−2.0% | Reduced |
| Balyasny Asset Management LLC | 4,466 | $213.0K | 0.00% | +4,466 | New |
| Virtu Financial LLC | 4,474 | $213.0K | 0.02% | +4,474 | New |
| Act Wealth Management, LLC | 4,497 | $214.0K | 0.13% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 4,516 | $215.0K | 0.04% | +100+2.3% | Added |
| San Francisco Sentry Investment Group (Ca) | 4,525 | $216.0K | 0.11% | −25−0.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,525 | $216.0K | 0.02% | +4,525 | New |
| Engrave Wealth Partners LLC | 4,539 | $216.0K | 0.07% | +4,539 | New |
| Journey Advisory Group, LLC | 4,531 | $216.0K | 0.07% | +4,531 | New |
| SOL Capital Management CO | 4,560 | $217.0K | 0.04% | +256+5.9% | Added |
| Graypoint LLC | 4,553 | $217.0K | 0.03% | +4,553 | New |
| Schaper Benz & Wise Investment Counsel Inc | 4,574 | $218.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,599 | $219.0K | 0.06% | −668−12.7% | Reduced |
| Sky Investment Group LLC | 4,586 | $219.0K | 0.05% | −125−2.7% | Reduced |
| Horizon Investment Services, LLC | 4,618 | $220.0K | 0.11% | +100+2.2% | Added |
| Bragg Financial Advisors, Inc | 4,635 | $221.0K | 0.01% | −13−0.3% | Reduced |
| Wealth Management Associates, Inc. | 4,639 | $221.2K | 0.13% | −2,189−32.1% | Reduced |
| Wagner Wealth Management, LLC | 4,668 | $223.0K | 0.16% | −1,618−25.7% | Reduced |
| Cranbrook Wealth Management, LLC | 4,686 | $223.0K | 0.05% | +9+0.2% | Added |
| Hexagon Capital Partners LLC | 4,676 | $223.0K | 0.06% | +1,434+44.2% | Added |
| AMG National Trust Bank | 4,697 | $224.0K | 0.01% | −1,720−26.8% | Reduced |
| Private Capital Group, LLC | 4,607 | $224.0K | 0.05% | +827+21.9% | Added |
| Pure Financial Advisors, Inc. | 4,726 | $225.0K | 0.02% | +67+1.4% | Added |
| Day & Ennis, LLC | 4,728 | $225.0K | 0.08% | +312+7.1% | Added |
| Aua Capital Management, LLC | 4,750 | $226.0K | 0.14% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 4,764 | $227.0K | 0.06% | −395−7.7% | Reduced |
| Chilton Capital Management LLC | 4,768 | $227.0K | 0.01% | +553+13.1% | Added |
| Sterling Investment Advisors, Ltd. | 4,772 | $228.0K | 0.07% | +659+16.0% | Added |
| Corrigan Financial, Inc. | 4,782 | $228.0K | 0.07% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 4,800 | $229.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,798 | $229.0K | 0.05% | +5+0.1% | Added |
| Versant Capital Management, Inc | 4,833 | $230.0K | 0.09% | −769−13.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 4,908 | $230.0K | 0.07% | +92+1.9% | Added |
| Cooper Financial Group | 4,831 | $230.0K | 0.05% | +13+0.3% | Added |
| First United Bank Trust | 4,821 | $230.0K | 0.10% | +110+2.3% | Added |
| Childress Capital Advisors, LLC | 4,827 | $230.0K | 0.10% | +99+2.1% | Added |
| Sageworth Trust Co | 4,828 | $230.0K | 0.02% | +4,828 | New |
| Pathstone Family Office, LLC | 4,808 | $230.0K | 0.01% | +4,808 | New |
| Sculati Wealth Management, LLC | 4,842 | $231.0K | 0.12% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 4,847 | $231.0K | 0.12% | +83+1.7% | Added |
| Asset Management Corp | 4,876 | $232.0K | 0.15% | −67−1.4% | Reduced |
| Sonata Capital Group Inc | 4,864 | $232.0K | 0.11% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $232.0K | 0.25% | – | – |
| Bellecapital International Ltd. | 4,890 | $233.0K | 0.07% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 4,881 | $233.0K | 0.01% | +4,881 | New |
| Fosun International Ltd | 5,000 | $234.0K | 0.01% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 4,900 | $234.0K | 0.32% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 4,931 | $235.0K | 0.14% | −55−1.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,953 | $236.0K | 0.03% | −642−11.5% | Reduced |
| Retirement Group, LLC | 4,948 | $236.0K | 0.11% | +11+0.2% | Added |
| First Horizon Corp | 4,977 | $237.0K | 0.02% | −167−3.2% | Reduced |
| Harbor Investment Advisory, LLC | 4,973 | $237.0K | 0.03% | −33−0.7% | Reduced |
| Greenhouse Wealth Management, LLC | 4,992 | $238.0K | 0.22% | −3,893−43.8% | Reduced |
| Absher Wealth Management, LLC | 4,998 | $238.0K | 0.04% | +107+2.2% | Added |