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 |
|---|---|---|---|---|---|
| Terry L. Blaker | 6,209 | $296.0K | 0.02% | −10,730−63.3% | Reduced |
| Arrow Financial Corp | 6,231 | $296.0K | 0.04% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 6,210 | $296.0K | 0.07% | −26−0.4% | Reduced |
| One Charles Private Wealth Services, LLC | 6,218 | $296.0K | 0.20% | +6,218 | New |
| Cape Cod Five Cents Savings Bank | 6,221 | $297.0K | 0.03% | −200−3.1% | Reduced |
| Mitchell Sinkler & Starr | 6,222 | $297.0K | 0.27% | 00.0% | Unchanged |
| Tower Bridge Advisors | 6,249 | $298.0K | 0.02% | −600−8.8% | Reduced |
| Citizens & Northern Corp | 6,255 | $298.0K | 0.11% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,300 | $300.0K | 0.04% | −81−1.3% | Reduced |
| WealthTrust Axiom LLC | 6,298 | $300.0K | 0.10% | +7+0.1% | Added |
| Webster Bank, N. A. | 6,309 | $301.0K | 0.03% | −90−1.4% | Reduced |
| Bristlecone Advisors, LLC | 6,344 | $302.0K | 0.04% | +66+1.1% | Added |
| Insight Advisors, LLC | 6,340 | $303.0K | 0.10% | −1,966−23.7% | Reduced |
| Patriot Investment Management Inc. | 6,361 | $303.0K | 0.03% | +168+2.7% | Added |
| Beck Mack & Oliver LLC | 6,380 | $304.0K | 0.01% | −525−7.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 6,395 | $304.0K | 0.08% | +965+17.8% | Added |
| Tempus Wealth Planning, LLC | 6,395 | $305.0K | 0.20% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 6,423 | $306.0K | 0.02% | −50−0.8% | Reduced |
| Mezzasalma Advisors, LLC | 6,424 | $306.0K | 0.17% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 6,412 | $306.0K | 0.01% | +455+7.6% | Added |
| Kore Private Wealth LLC | 6,428 | $306.0K | 0.03% | +6,428 | New |
| BCJ Capital Management, LLC | 6,434 | $307.0K | 0.03% | −851−11.7% | Reduced |
| Townsend Asset Management Corp | 6,437 | $307.0K | 0.17% | −597−8.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,439 | $307.0K | 0.17% | 00.0% | Unchanged |
| TSFG, LLC | 6,440 | $307.0K | 0.12% | +13+0.2% | Added |
| Cedar Brook Financial Partners, LLC | 6,469 | $308.0K | 0.09% | +6,469 | New |
| Resources Management Corp | 6,478 | $309.0K | 0.04% | −1,700−20.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $310.0K | 0.10% | −6,000−48.0% | Reduced |
| Seizert Capital Partners, LLC | 6,528 | $311.0K | 0.01% | −98,271−93.8% | Reduced |
| Financial Architects, Inc | 6,533 | $311.0K | 0.04% | +129+2.0% | Added |
| King Wealth | 6,558 | $313.0K | 0.06% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 6,563 | $313.0K | 0.10% | +293+4.7% | Added |
| Wade G W & Inc | 6,593 | $314.0K | 0.02% | −1,175−15.1% | Reduced |
| Rockland Trust Co | 6,612 | $315.0K | 0.02% | −300−4.3% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 6,636 | $316.0K | 0.12% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 6,628 | $316.0K | 0.05% | +346+5.5% | Added |
| Acorn Wealth Advisors, LLC | 6,676 | $318.0K | 0.22% | −337−4.8% | Reduced |
| St Germain D J Co Inc | 6,673 | $318.0K | 0.02% | −25−0.4% | Reduced |
| Nicolet Bankshares Inc | 6,659 | $318.0K | 0.08% | −21−0.3% | Reduced |
| Boenning & Scattergood, Inc. | 6,673 | $318.0K | 0.06% | +20.0% | Added |
| Element Wealth, LLC | 6,664 | $318.0K | 0.25% | +139+2.1% | Added |
| 1st Source Bank | 6,670 | $318.0K | 0.02% | +552+9.0% | Added |
| Souders Financial Advisors | 6,690 | $319.0K | 0.11% | −18−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,716 | $320.0K | 0.08% | +745+12.5% | Added |
| Berman Capital Advisors, LLC | 6,712 | $320.0K | 0.05% | +1,441+27.3% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,277 | $321.0K | 0.03% | −6,277−50.0% | Reduced |
| SP Asset Management | 6,719 | $321.0K | 0.04% | −671−9.1% | Reduced |
| TCG Advisory Services, LLC | 6,759 | $322.0K | 0.09% | −1,946−22.4% | Reduced |
| Summit Trail Advisors, LLC | 6,625 | $322.0K | 0.03% | +42+0.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,770 | $323.0K | 0.04% | −7,310−51.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 6,779 | $323.0K | 0.15% | +1,895+38.8% | Added |
| Accurate Wealth Management, LLC | 6,767 | $323.0K | 0.28% | +6,767 | New |
| Chiron Capital Management, LLC | 6,800 | $324.0K | 0.27% | −1,700−20.0% | Reduced |
| Guyasuta Investment Advisors Inc | 6,798 | $324.0K | 0.02% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 6,844 | $326.0K | 0.01% | −368−5.1% | Reduced |
| CRA Financial Services, LLC | 6,827 | $326.0K | 0.11% | +134+2.0% | Added |
| Wells Trecaso Financial Group, LLC | 6,832 | $326.0K | 0.16% | +194+2.9% | Added |
| Pinnacle Bancorp, Inc. | 6,864 | $327.0K | 0.15% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,859 | $327.0K | 0.02% | +2,201+47.3% | Added |
| JT Stratford LLC | 6,870 | $328.0K | 0.10% | −2,797−28.9% | Reduced |
| Connable Office Inc | 6,877 | $328.0K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,881 | $328.0K | 0.09% | +1,083+18.7% | Added |
| Enlightenment Research, LLC | 6,900 | $329.0K | 0.42% | −15,451−69.1% | Reduced |
| Mirador Capital Partners LP | 6,924 | $330.0K | 0.07% | −264−3.7% | Reduced |
| Ahrens Investment Partners LLC | 6,917 | $330.0K | 0.15% | +379+5.8% | Added |
| EPG Wealth Management LLC | 6,943 | $331.0K | 0.14% | +542+8.5% | Added |
| Delta Investment Management, LLC | 6,950 | $331.0K | 0.10% | +1,678+31.8% | Added |
| Oarsman Capital, Inc. | 6,970 | $332.0K | 0.13% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,953 | $332.0K | 0.09% | +298+4.5% | Added |
| Kimelman & Baird, LLC | 6,978 | $333.0K | 0.03% | +6,978 | New |
| Hunter Associates Investment Management LLC | 7,000 | $334.0K | 0.10% | −55,780−88.8% | Reduced |
| Condor Capital Management | 7,014 | $334.0K | 0.04% | −300−4.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,011 | $334.0K | 0.01% | −18−0.3% | Reduced |
| Farmers Trust Co | 7,042 | $335.0K | 0.07% | −453−6.0% | Reduced |
| Institute for Wealth Management, LLC. | 7,025 | $335.0K | 0.06% | −47−0.7% | Reduced |
| Coastline Trust Co | 7,025 | $335.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7,019 | $335.0K | 0.10% | +50+0.7% | Added |
| Cardan Capital Partners, LLC | 7,046 | $336.0K | 0.04% | −30−0.4% | Reduced |
| Latitude Advisors, LLC | 7,038 | $336.0K | 0.25% | +533+8.2% | Added |
| MJP Associates Inc | 7,065 | $337.0K | 0.12% | +34+0.5% | Added |
| Frisch Financial Group, Inc. | 7,060 | $337.0K | 0.11% | +52+0.7% | Added |
| City Holding Co | 7,072 | $337.0K | 0.06% | +425+6.4% | Added |
| RMR Wealth Builders | 6,984 | $339.0K | 0.11% | −1,541−18.1% | Reduced |
| Meristem Family Wealth, LLC | 7,104 | $339.0K | 0.05% | −1,000−12.3% | Reduced |
| PDS Planning, Inc | 7,107 | $339.0K | 0.08% | −262−3.6% | Reduced |
| First Financial Bank - Trust Division | 7,119 | $340.0K | 0.04% | −1,585−18.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 7,094 | $341.0K | 0.10% | +611+9.4% | Added |
| First Citizens Bank & Trust Co | 7,176 | $342.0K | 0.02% | −40,535−85.0% | Reduced |
| Cowa, LLC | 7,117 | $342.0K | 0.21% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7,168 | $342.0K | 0.08% | +3,041+73.7% | Added |
| Greatmark Investment Partners, Inc. | 7,186 | $343.0K | 0.06% | −301−4.0% | Reduced |
| Clarus Group, Inc. | 7,240 | $343.0K | 0.26% | +72+1.0% | Added |
| Carlson Capital Management | 7,212 | $344.0K | 0.05% | +116+1.6% | Added |
| CX Institutional | 7,219 | $344.0K | 0.03% | +4,058+128.4% | Added |
| Strategic Financial Services, Inc, | 7,263 | $346.0K | 0.03% | +16+0.2% | Added |
| Farmers & Merchants Investments Inc | 7,264 | $346.0K | 0.02% | +94+1.3% | Added |
| Regent Investment Management LLC | 7,265 | $346.0K | 0.08% | +2,800+62.7% | Added |
| Dixon Hubard Feinour & Brown Inc | 7,306 | $348.0K | 0.07% | −108−1.5% | Reduced |
| IMS Capital Management | 7,291 | $348.0K | 0.21% | −22−0.3% | Reduced |
| Plancorp, LLC | 7,318 | $349.0K | 0.03% | −300−3.9% | Reduced |