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 |
|---|---|---|---|---|---|
| Affinity Capital Advisors, LLC | 4,989 | $238.0K | 0.08% | +440+9.7% | Added |
| Trustco Bank Corp N Y | 5,016 | $239.0K | 0.21% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 5,003 | $239.0K | 0.02% | +335+7.2% | Added |
| Wealth Alliance | 5,036 | $240.0K | 0.06% | −1,181−19.0% | Reduced |
| State of Wyoming | 5,045 | $240.0K | 0.15% | +3,434+213.2% | Added |
| Coastal Capital Group, Inc. | 5,082 | $242.0K | 0.06% | +89+1.8% | Added |
| Krilogy Financial LLC | 5,080 | $242.0K | 0.02% | +208+4.3% | Added |
| Weather Gauge Advisory, LLC | 5,101 | $243.0K | 0.28% | −172−3.3% | Reduced |
| Well Done, LLC | 5,094 | $243.0K | 0.05% | +97+1.9% | Added |
| HYA Advisors, Inc | 5,091 | $243.0K | 0.10% | +257+5.3% | Added |
| Sutton Wealth Advisors Inc. | 5,111 | $243.7K | 0.09% | −590−10.3% | Reduced |
| N.E.W. Advisory Services LLC | 5,125 | $244.0K | 0.04% | −309−5.7% | Reduced |
| Woodmont Investment Counsel LLC | 5,125 | $244.0K | 0.04% | −200−3.8% | Reduced |
| Smithfield Trust Co | 5,128 | $244.0K | 0.02% | +100+2.0% | Added |
| TownSquare Capital, LLC | 5,258 | $245.0K | 0.01% | +571+12.2% | Added |
| RB Capital Management, LLC | 5,169 | $246.0K | 0.09% | −37−0.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 5,155 | $246.0K | 0.17% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,152 | $246.0K | 0.05% | +5,152 | New |
| Arq Wealth Advisors, LLC | 5,153 | $246.0K | 0.16% | +5,153 | New |
| Aspen Investment Management Inc | 5,190 | $247.0K | 0.13% | 00.0% | Unchanged |
| Jacobs & Co | 5,210 | $248.0K | 0.03% | −1,000−16.1% | Reduced |
| KMG Fiduciary Partners, LLC | 5,204 | $248.0K | 0.04% | +55+1.1% | Added |
| Smith Anglin Financial, LLC | 5,202 | $248.0K | 0.05% | +74+1.4% | Added |
| Round Table Services, LLC | 5,215 | $249.0K | 0.05% | −41−0.8% | Reduced |
| Capital Investment Counsel, Inc | 5,226 | $249.0K | 0.06% | +450+9.4% | Added |
| Edgemoor Investment Advisors, Inc. | 5,236 | $250.0K | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 5,260 | $251.0K | 0.23% | −750−12.5% | Reduced |
| Ramsey Quantitative Systems | 5,260 | $251.0K | 1.38% | +5,260 | New |
| Tarbox Family Office, Inc. | 5,291 | $252.0K | 0.05% | −63−1.2% | Reduced |
| Indiana Trust & Investment Management CO | 6,139 | $252.0K | 0.14% | +6,139 | New |
| Madden Securities Corp | 5,306 | $253.0K | 0.13% | −50−0.9% | Reduced |
| Saratoga Research & Investment Management | 5,300 | $253.0K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,297 | $253.0K | 0.04% | +5,297 | New |
| Univest Financial Corp | 5,330 | $254.0K | 0.07% | 00.0% | Unchanged |
| First Financial Corp | 5,350 | $255.0K | 0.17% | −726−11.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,261 | $255.0K | 0.03% | −23−0.4% | Reduced |
| Ellsworth Advisors, LLC | 5,347 | $255.0K | 0.12% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 5,386 | $257.0K | 0.01% | +207+4.0% | Added |
| Gilman Hill Asset Management, LLC | 5,410 | $258.0K | 0.07% | +5,410 | New |
| Arvest Bank Trust Division | 5,419 | $258.0K | 0.01% | +5,419 | New |
| Intelligence Driven Advisers, LLC | 5,415 | $258.0K | 0.05% | +5,415 | New |
| 9258 Wealth Management, LLC | 5,465 | $261.0K | 0.07% | +503+10.1% | Added |
| West Family Investments, Inc. | 5,478 | $261.0K | 0.07% | +5,478 | New |
| Charter Trust Co | 5,500 | $262.0K | 0.02% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 5,428 | $263.0K | 0.00% | −804−12.9% | Reduced |
| Northwest Wealth Management, LLC | 5,519 | $263.0K | 0.14% | +5,519 | New |
| Mark Stevens | 5,552 | $264.0K | 0.03% | −539−8.8% | Reduced |
| Evermay Wealth Management LLC | 5,539 | $264.0K | 0.05% | −122−2.2% | Reduced |
| Toth Financial Advisory Corp | 5,532 | $264.0K | 0.04% | −103−1.8% | Reduced |
| V Wealth Advisors LLC | 5,554 | $264.0K | 0.04% | +691+14.2% | Added |
| Nadler Financial Group, Inc. | 5,545 | $264.0K | 0.04% | +1,113+25.1% | Added |
| Whitener Capital Management, Inc. | 5,567 | $265.0K | 0.11% | −100−1.8% | Reduced |
| Fairfield, Bush & Co. | 5,568 | $265.0K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,568 | $265.0K | 0.03% | 00.0% | Unchanged |
| White Pine Investment CO | 5,550 | $265.0K | 0.09% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 5,604 | $267.0K | 0.09% | −22−0.4% | Reduced |
| Bienville Capital Management, LLC | 5,500 | $267.0K | 0.09% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 5,590 | $267.0K | 0.09% | +5,590 | New |
| Newman Dignan & Sheerar, Inc. | 5,617 | $268.0K | 0.09% | −19−0.3% | Reduced |
| Stonnington Group, LLC | 5,800 | $269.0K | 0.06% | 00.0% | Unchanged |
| NTV Asset Management LLC | 5,665 | $270.0K | 0.05% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 5,715 | $272.0K | 0.01% | −260−4.4% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 5,697 | $272.0K | 0.09% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 5,600 | $272.0K | 0.04% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 5,730 | $273.0K | 0.19% | +30+0.5% | Added |
| Garde Capital, Inc. | 5,760 | $275.0K | 0.03% | +4+0.1% | Added |
| ARS Wealth Advisors, LLC | 5,772 | $275.0K | 0.05% | +610+11.8% | Added |
| Teamwork Financial Advisors, LLC | 5,758 | $275.0K | 0.06% | +5,758 | New |
| TD Ameritrade Investment Management, LLC | 5,798 | $276.0K | 0.00% | −476−7.6% | Reduced |
| Wendell David Associates Inc | 5,800 | $277.0K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,820 | $277.0K | 0.03% | +270+4.9% | Added |
| Atlantic Trust, LLC | 2,652 | $277.0K | 0.18% | −2,748−50.9% | Reduced |
| Claraphi Advisory Network, LLC | 5,859 | $279.0K | 0.08% | −164−2.7% | Reduced |
| Domani Wealth, LLC | 5,858 | $279.0K | 0.06% | −11−0.2% | Reduced |
| Pflug Koory, LLC | 5,880 | $280.0K | 0.15% | +150+2.6% | Added |
| Keystone Financial Group | 5,893 | $281.0K | 0.05% | −231−3.8% | Reduced |
| Cobblestone Capital Advisors LLC | 5,889 | $281.0K | 0.02% | −30−0.5% | Reduced |
| Claro Advisors LLC | 5,898 | $281.0K | 0.13% | −6−0.1% | Reduced |
| First Citizens Financial Corp | 5,912 | $282.0K | 0.21% | −100−1.7% | Reduced |
| Mayfair Advisory Group, LLC | 5,907 | $282.0K | 0.45% | +372+6.7% | Added |
| Engine No. 1 LLC | 5,906 | $282.0K | 0.08% | +5,906 | New |
| AtlasMark Financial, Inc | 5,915 | $282.0K | 0.37% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 5,928 | $283.0K | 0.28% | +98+1.7% | Added |
| Apollon Wealth Management, LLC | 5,960 | $284.0K | 0.05% | +233+4.1% | Added |
| Sovereign Financial Group, Inc. | 5,577 | $285.0K | 0.17% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 5,980 | $285.0K | 0.06% | +1,199+25.1% | Added |
| Summit Wealth Partners, LLC | 6,040 | $288.0K | 0.07% | +439+7.8% | Added |
| Minot Wealth Management LLC | 6,138 | $288.0K | 0.06% | +539+9.6% | Added |
| Summit Financial Strategies, Inc. | 6,044 | $288.0K | 0.06% | +6,044 | New |
| Silvant Capital Management LLC | 5,966 | $290.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of Omaha | 5,658 | $290.0K | 0.02% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 6,111 | $291.0K | 0.06% | −3,795−38.3% | Reduced |
| swisspartners Ltd. | 6,100 | $291.0K | 0.21% | −30−0.5% | Reduced |
| Boston Common Asset Management, LLC | 6,113 | $291.0K | 0.01% | +395+6.9% | Added |
| Aberdeen Wealth Management LLC | 6,150 | $293.0K | 0.27% | 00.0% | Unchanged |
| Barr E S & Co | 6,147 | $293.0K | 0.02% | +1,487+31.9% | Added |
| Legacy Wealth Planning, LLC | 6,169 | $294.0K | 0.33% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,173 | $294.0K | 0.14% | +88+1.4% | Added |
| Financial Management Professionals, Inc. | 6,190 | $295.0K | 0.08% | −98−1.6% | Reduced |
| WMS Partners, LLC | 6,180 | $295.0K | 0.04% | +37+0.6% | Added |