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 |
|---|---|---|---|---|---|
| Claybrook Capital, LLC | 9,167 | $437.0K | 0.14% | −28,428−75.6% | Reduced |
| Aptus Capital Advisors, LLC | 9,015 | $437.0K | 0.02% | +645+7.7% | Added |
| SevenBridge Financial Group, LLC | 9,167 | $437.0K | 0.14% | +4,872+113.4% | Added |
| Transform Wealth, LLC | 9,210 | $439.0K | 0.05% | +464+5.3% | Added |
| Front Barnett Associates LLC | 9,236 | $440.0K | 0.04% | −100−1.1% | Reduced |
| Indie Asset Partners, LLC | 9,248 | $441.0K | 0.36% | −1,742−15.9% | Reduced |
| Compton Financial Group, LLC | 9,247 | $441.0K | 0.19% | +604+7.0% | Added |
| Berkeley Capital Partners, LLC | 9,280 | $442.0K | 0.20% | −1,501−13.9% | Reduced |
| Quantitative Value Technologies, LLC | 9,262 | $442.0K | 0.73% | +1,777+23.7% | Added |
| Mirabella Financial Services LLP | 9,290 | $443.0K | 0.09% | −19,188−67.4% | Reduced |
| Capital Advisors Inc | 9,288 | $443.0K | 0.01% | −188−2.0% | Reduced |
| FinTrust Capital Advisors, LLC | 9,297 | $443.0K | 0.12% | +125+1.4% | Added |
| Moneta Group Investment Advisors LLC | 9,291 | $443.0K | 0.02% | +1,003+12.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 9,320 | $444.0K | 0.17% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 9,314 | $444.0K | 0.35% | +1,150+14.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 9,315 | $444.0K | 0.03% | +9,315 | New |
| First Mercantile Trust Co | 9,339 | $445.0K | 0.05% | +5,239+127.8% | Added |
| Erste Asset Management GmbH | 9,513 | $445.0K | 0.01% | +6,483+214.0% | Added |
| Birinyi Associates Inc | 9,350 | $446.0K | 0.15% | +3,000+47.2% | Added |
| Holderness Investments Co | 9,382 | $447.0K | 0.15% | −181−1.9% | Reduced |
| Successful Portfolios LLC | 9,381 | $447.0K | 0.27% | +141+1.5% | Added |
| Pinnacle Family Advisors, LLC | 9,399 | $447.0K | 0.20% | +9,399 | New |
| Princeton Portfolio Strategies Group LLC | 9,406 | $448.0K | 0.09% | +33+0.4% | Added |
| Fiduciary Group LLC | 9,546 | $449.0K | 0.05% | +50+0.5% | Added |
| Home Federal Bank of Tennessee | 9,442 | $450.0K | 0.16% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 9,452 | $451.0K | 0.06% | 00.0% | Unchanged |
| Gradient Investments LLC | 9,487 | $452.0K | 0.01% | −3,398−26.4% | Reduced |
| TCI Wealth Advisors, Inc. | 9,487 | $452.0K | 0.08% | −691−6.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,524 | $454.0K | 0.01% | −2,376−20.0% | Reduced |
| E&G Advisors, LP | 0 | $456.0K | 0.12% | −9,567−100.0% | Reduced |
| Sowa Financial Group, Inc. | 9,574 | $456.0K | 0.34% | +1,003+11.7% | Added |
| Bedel Financial Consulting, Inc. | 9,600 | $458.0K | 0.16% | +900+10.3% | Added |
| Evoke Wealth, LLC | 9,433 | $458.0K | 0.02% | +6,329+203.9% | Added |
| Accredited Investors Inc. | 9,631 | $459.0K | 0.05% | +130+1.4% | Added |
| Gladstone Institutional Advisory LLC | 9,689 | $462.0K | 0.06% | +5,488+130.6% | Added |
| Northstar Group, Inc. | 9,713 | $463.0K | 0.12% | −650−6.3% | Reduced |
| Doyle Wealth Management | 9,712 | $463.0K | 0.04% | −94−1.0% | Reduced |
| Alliance Wealth Advisors, LLC | 9,714 | $463.0K | 0.42% | +36+0.4% | Added |
| Magnolia Capital Advisors LLC | 9,793 | $467.0K | 0.21% | +9,793 | New |
| Allegiant Private Advisors, LLC | 9,825 | $468.0K | 0.08% | −3,045−23.7% | Reduced |
| Avalon Investment & Advisory | 9,819 | $468.0K | 0.01% | +150+1.6% | Added |
| Jupiter Asset Management Ltd | 9,828 | $469.0K | 0.00% | −144,514−93.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,842 | $469.0K | 0.29% | −175−1.7% | Reduced |
| Tocqueville Asset Management L.P. | 9,886 | $471.0K | 0.01% | −47−0.5% | Reduced |
| Cheviot Value Management, LLC | 9,905 | $472.0K | 0.12% | −592−5.6% | Reduced |
| David Loasby | 9,912 | $473.0K | 0.06% | −1,036−9.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 9,944 | $474.0K | 0.18% | −1,964−16.5% | Reduced |
| Hendershot Investments Inc. | 9,944 | $474.0K | 0.10% | 00.0% | Unchanged |
| FORA Capital, LLC | 9,939 | $474.0K | 0.09% | +9,939 | New |
| Lenox Wealth Advisors, LLC | 9,970 | $475.0K | 0.06% | +1,250+14.3% | Added |
| Investment Management of Virginia LLC | 10,000 | $477.0K | 0.09% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 10,000 | $477.0K | 0.00% | +10,000 | New |
| Edge Capital Group, LLC | 10,027 | $478.0K | 0.04% | −355−3.4% | Reduced |
| Waldron Private Wealth LLC | 9,890 | $480.0K | 0.03% | +158+1.6% | Added |
| Linscomb & Williams, Inc. | 10,068 | $480.0K | 0.02% | +509+5.3% | Added |
| Northstar Advisory Group, LLC | 10,103 | $482.0K | 0.30% | 00.0% | Unchanged |
| Azimuth Capital Management LLC | 10,178 | $485.0K | 0.02% | −200−1.9% | Reduced |
| Gratus Capital LLC | 10,203 | $486.0K | 0.05% | −1,113−9.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,205 | $487.0K | 0.00% | −1,137−10.0% | Reduced |
| Sonora Investment Management, LLC | 10,219 | $487.0K | 0.06% | −273−2.6% | Reduced |
| SFMG, LLC | 10,302 | $491.0K | 0.05% | −30.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 10,387 | $495.0K | 0.19% | −9,790−48.5% | Reduced |
| Monetary Management Group Inc | 10,376 | $495.0K | 0.15% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 10,418 | $497.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 10,438 | $498.0K | 0.05% | −100−0.9% | Reduced |
| Equitable Trust Co | 10,458 | $499.0K | 0.03% | −1,202−10.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 10,487 | $500.0K | 0.02% | −1,008−8.8% | Reduced |
| Virtue Capital Management, LLC | 10,488 | $500.0K | 0.10% | +370+3.7% | Added |
| BKD Wealth Advisors, LLC | 10,512 | $501.0K | 0.02% | +358+3.5% | Added |
| Montecito Bank & Trust | 10,525 | $502.0K | 0.10% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 10,533 | $502.0K | 0.17% | +3,275+45.1% | Added |
| SPC Financial, Inc. | 10,566 | $504.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 10,575 | $504.0K | 0.17% | 00.0% | Unchanged |
| Patten & Patten Inc | 10,593 | $505.0K | 0.04% | −2,005−15.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,635 | $507.0K | 0.09% | +2,986+39.0% | Added |
| Hall Capital Management Co Inc | 10,632 | $507.0K | 0.33% | +10,632 | New |
| Fishman Jay A Ltd | 10,635 | $507.1K | 0.06% | +200+1.9% | Added |
| Parkside Financial Bank & Trust | 10,654 | $508.0K | 0.15% | +80+0.8% | Added |
| Iron Financial, LLC | 10,658 | $508.0K | 0.24% | +2,406+29.2% | Added |
| Wealth Architects, LLC | 10,681 | $509.0K | 0.10% | +18+0.2% | Added |
| SkyOak Wealth, LLC | 10,680 | $509.0K | 0.14% | 00.0% | Unchanged |
| St. Louis Trust Co | 10,700 | $510.0K | 0.13% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,710 | $511.0K | 0.03% | +4,560+74.1% | Added |
| Brooks, Moore & Associates, Inc. | 10,756 | $513.0K | 0.33% | −350−3.2% | Reduced |
| TFC Financial Management | 10,800 | $515.0K | 0.18% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10,905 | $519.0K | 0.03% | −634−5.5% | Reduced |
| Harbor Financial Services, LLC | 10,881 | $519.0K | 0.22% | +185+1.7% | Added |
| Charles Schwab Trust Co | 10,896 | $520.0K | 0.10% | +2,547+30.5% | Added |
| Oakworth Capital, Inc. | 10,927 | $521.0K | 0.05% | +580+5.6% | Added |
| Diversified Trust Co | 10,950 | $522.0K | 0.02% | −3,066−21.9% | Reduced |
| MidWestOne Financial Group, Inc. | 10,944 | $522.0K | 0.12% | 00.0% | Unchanged |
| Summit Financial Group Inc | 10,965 | $523.0K | 0.20% | +5,465+99.4% | Added |
| Guardian Capital Advisors LP | 11,025 | $524.0K | 0.05% | 00.0% | Unchanged |
| Gabelli Funds LLC | 11,000 | $524.0K | 0.00% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 10,982 | $524.0K | 0.02% | +1,370+14.3% | Added |
| B. Riley Wealth Management, Inc. | 11,027 | $526.0K | 0.06% | −3,172−22.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 11,057 | $527.0K | 0.12% | +674+6.5% | Added |
| Capital Analysts, LLC | 11,091 | $529.0K | 0.04% | −2,992−21.2% | Reduced |
| Ledyard National Bank | 11,104 | $529.0K | 0.05% | −2,504−18.4% | Reduced |
| Qtron Investments LLC | 11,086 | $529.0K | 0.13% | 00.0% | Unchanged |