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 |
|---|---|---|---|---|---|
| Marble Harbor Investment Counsel, LLC | 7,311 | $349.0K | 0.05% | −50−0.7% | Reduced |
| Clark Financial Services Group Inc | 7,316 | $349.0K | 0.27% | +278+3.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 7,369 | $351.0K | 0.11% | 00.0% | Unchanged |
| Platform Technology Partners | 7,364 | $351.0K | 0.14% | +7,364 | New |
| MCF Advisors LLC | 7,377 | $352.0K | 0.04% | +2,235+43.5% | Added |
| Advisor Resource Council | 7,386 | $353.0K | 0.04% | +7,386 | New |
| Callahan Advisors, LLC | 7,434 | $354.0K | 0.04% | +155+2.1% | Added |
| Infusive Asset Management Inc. | 7,440 | $355.0K | 0.07% | −1,105−12.9% | Reduced |
| Atlas Private Wealth Management | 7,448 | $355.0K | 0.22% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 7,439 | $355.0K | 0.17% | +7,439 | New |
| CFO4Life Group, LLC | 7,500 | $358.0K | 0.08% | −973−11.5% | Reduced |
| Hemenway Trust Co LLC | 7,517 | $358.0K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,479 | $358.0K | 0.15% | +524+7.5% | Added |
| Schmidt P J Investment Management Inc | 7,541 | $358.0K | 0.07% | +10.0% | Added |
| Northwest Bancshares, Inc. | 7,522 | $359.0K | 0.08% | 00.0% | Unchanged |
| FLC Capital Advisors | 7,526 | $359.0K | 0.11% | +80+1.1% | Added |
| KC Investment Advisors, LLC | 7,523 | $359.0K | 0.29% | +80+1.1% | Added |
| Hills Bank & Trust Co | 7,551 | $361.0K | 0.05% | +960+14.6% | Added |
| Icon Advisers Inc | 7,600 | $362.0K | 0.06% | −18,100−70.4% | Reduced |
| Beaumont Financial Partners, LLC | 7,585 | $362.0K | 0.03% | +7,585 | New |
| Arkadios Wealth Advisors | 7,621 | $363.0K | 0.04% | −21,476−73.8% | Reduced |
| Community Trust & Investment Co | 7,625 | $364.0K | 0.03% | +7,625 | New |
| Lombard Odier Asset Management (Switzerland) SA | 7,647 | $365.0K | 0.02% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 7,670 | $366.0K | 0.03% | −157−2.0% | Reduced |
| Vantage Consulting Group Inc | 7,682 | $366.0K | 0.06% | +2,055+36.5% | Added |
| BDO Wealth Advisors, LLC | 7,728 | $368.0K | 0.04% | +962+14.2% | Added |
| Kerntke Otto McGlone Wealth Management Group | 7,728 | $368.0K | 0.15% | +1,459+23.3% | Added |
| Maven Securities LTD | 7,725 | $368.0K | 0.04% | +7,725 | New |
| Peoples Financial Services Corp. | 7,747 | $369.0K | 0.15% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 7,745 | $369.0K | 0.03% | +211+2.8% | Added |
| Ashton Thomas Private Wealth, LLC | 7,754 | $369.7K | 0.06% | +3,034+64.3% | Added |
| Ellis Investment Partners, LLC | 7,770 | $370.0K | 0.09% | −130−1.6% | Reduced |
| American Century Companies Inc | 7,783 | $371.0K | 0.00% | −1,077−12.2% | Reduced |
| Parsec Financial Management, Inc. | 7,835 | $374.0K | 0.02% | +25+0.3% | Added |
| Schnieders Capital Management LLC | 7,869 | $375.0K | 0.10% | −1,066−11.9% | Reduced |
| Dowling & Yahnke LLC | 7,865 | $375.0K | 0.02% | −557−6.6% | Reduced |
| Continuum Advisory, LLC | 7,877 | $376.0K | 0.12% | +7,877 | New |
| Jones Financial Companies LLLP | 7,902 | $377.0K | 0.00% | −1,332−14.4% | Reduced |
| Meridian Wealth Management, LLC | 7,943 | $378.0K | 0.05% | −2,950−27.1% | Reduced |
| Community Bank, N.A. | 7,916 | $378.0K | 0.04% | −2,470−23.8% | Reduced |
| First Business Financial Services, Inc. | 7,961 | $380.0K | 0.04% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 7,963 | $380.0K | 0.34% | +7,963 | New |
| Reaves W H & Co Inc | 8,000 | $381.0K | 0.01% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 8,035 | $383.0K | 0.23% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 8,025 | $383.0K | 0.10% | +588+7.9% | Added |
| Castle Rock Wealth Management, LLC | 7,952 | $383.0K | 0.14% | +508+6.8% | Added |
| O'Brien Greene & Co. Inc | 8,062 | $384.0K | 0.14% | 00.0% | Unchanged |
| Pacitti Group Inc. | 8,073 | $384.0K | 0.23% | +3,023+59.9% | Added |
| Fiducient Advisors LLC | 8,100 | $386.0K | 0.12% | −90−1.1% | Reduced |
| Grimes & Company, Inc. | 8,097 | $387.0K | 0.02% | +58+0.7% | Added |
| Financial Perspectives, Inc | 8,131 | $387.7K | 0.19% | −407,795−98.0% | Reduced |
| McGowan Group Asset Management, Inc. | 8,142 | $388.0K | 0.06% | +20+0.2% | Added |
| Smith Shellnut Wilson LLC | 8,163 | $389.0K | 0.23% | −1,320−13.9% | Reduced |
| Clear Perspective Advisors, LLC | 8,162 | $389.0K | 0.14% | −364−4.3% | Reduced |
| Trustcore Financial Services, LLC | 8,191 | $391.0K | 0.04% | +10.0% | Added |
| Flputnam Investment Management Co | 8,241 | $393.0K | 0.01% | −2,039−19.8% | Reduced |
| Golden State Wealth Management, LLC | 8,251 | $393.0K | 0.09% | +412+5.3% | Added |
| Girard Partners Ltd. | 8,282 | $394.0K | 0.05% | −266−3.1% | Reduced |
| Perritt Capital Management Inc | 8,261 | $394.0K | 0.21% | +8,261 | New |
| Synergy Financial Management, LLC | 8,287 | $395.0K | 0.10% | +627+8.2% | Added |
| Physicians Financial Services, Inc. | 8,327 | $397.0K | 0.16% | −1,151−12.1% | Reduced |
| Wealth Quarterback LLC | 8,309 | $397.0K | 0.24% | +8,309 | New |
| Quadrant Capital Group LLC | 8,358 | $399.0K | 0.06% | +586+7.5% | Added |
| Cohen Investment Advisors LLC | 8,384 | $400.0K | 0.31% | −22−0.3% | Reduced |
| Omnia Family Wealth, LLC | 8,270 | $401.0K | 0.26% | +91+1.1% | Added |
| Manchester Capital Management LLC | 8,405 | $401.0K | 0.06% | +4,100+95.2% | Added |
| IFG Advisors, LLC | 8,475 | $404.0K | 0.19% | +150+1.8% | Added |
| Harvey Investment Co LLC | 8,499 | $405.0K | 0.05% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 8,539 | $407.0K | 0.11% | +2,016+30.9% | Added |
| Congress Park Capital LLC | 8,550 | $408.0K | 0.20% | −18,018−67.8% | Reduced |
| Burns Matteson Capital Management, LLC | 8,588 | $409.5K | 0.32% | +8,588 | New |
| Lake Street Advisors Group, LLC | 8,531 | $411.0K | 0.03% | +260+3.1% | Added |
| Jump Financial, LLC | 8,650 | $413.0K | 0.04% | −2,253−20.7% | Reduced |
| Calton & Associates, Inc. | 8,649 | $413.0K | 0.08% | −192−2.2% | Reduced |
| Albion Financial Group | 8,672 | $413.0K | 0.04% | +8,672 | New |
| Chicago Partners Investment Group LLC | 8,699 | $414.0K | 0.03% | +130+1.5% | Added |
| Sound Income Strategies, LLC | 8,708 | $415.0K | 0.06% | +2,934+50.8% | Added |
| Gilbert & Cook, Inc. | 8,734 | $416.0K | 0.07% | +309+3.7% | Added |
| Bouchey Financial Group Ltd | 8,722 | $416.0K | 0.07% | +462+5.6% | Added |
| Summit Financial Wealth Advisors, LLC | 8,732 | $416.0K | 0.09% | +8,732 | New |
| United Bank | 8,782 | $418.0K | 0.06% | −835−8.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,757 | $418.0K | 0.10% | +105+1.2% | Added |
| Grandfield & Dodd, LLC | 8,822 | $420.0K | 0.03% | 00.0% | Unchanged |
| Advisory Research Inc | 8,880 | $423.0K | 0.03% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 8,899 | $424.0K | 0.29% | +186+2.1% | Added |
| Court Place Advisors, LLC | 8,943 | $426.0K | 0.12% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $428.0K | 0.13% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 9,000 | $429.0K | 0.06% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 9,003 | $429.0K | 0.11% | +265+3.0% | Added |
| Alpha Cubed Investments, LLC | 9,003 | $429.0K | 0.03% | +2,337+35.1% | Added |
| Veriti Management LLC | 9,015 | $430.0K | 0.06% | +9,015 | New |
| KCM Investment Advisors LLC | 9,049 | $431.0K | 0.02% | −2,618−22.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 9,085 | $433.0K | 0.02% | +9,085 | New |
| Baldwin Brothers Inc | 9,100 | $434.0K | 0.05% | 00.0% | Unchanged |
| Gries Financial LLC | 9,234 | $434.0K | 0.14% | −33−0.4% | Reduced |
| Allen Capital Group, LLC | 9,096 | $434.0K | 0.09% | +37+0.4% | Added |
| Vontobel Swiss Wealth Advisors AG | 9,115 | $435.0K | 0.22% | −2,010−18.1% | Reduced |
| Bremer Bank National Association | 9,152 | $436.0K | 0.09% | −489−5.1% | Reduced |
| Foundations Investment Advisors, LLC | 9,196 | $436.0K | 0.02% | −331−3.5% | Reduced |
| Towerpoint Wealth, LLC | 9,154 | $436.0K | 0.22% | +525+6.1% | Added |