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 |
|---|---|---|---|---|---|
| Umb Bank N A | 11,109 | $530.0K | 0.01% | +219+2.0% | Added |
| Salvus Wealth Management, LLC | 11,076 | $530.0K | 0.45% | +1,350+13.9% | Added |
| Shoker Investment Counsel, Inc. | 11,136 | $530.0K | 0.26% | +2,547+29.7% | Added |
| Carolina Wealth Advisors, LLC | 11,143 | $531.0K | 0.36% | −284−2.5% | Reduced |
| Colonial River Wealth Management, LLC | 11,133 | $531.0K | 0.38% | −35−0.3% | Reduced |
| Spirit of America Management Corp | 11,250 | $536.0K | 0.11% | +500+4.7% | Added |
| Atlas Brown,Inc. | 11,279 | $538.0K | 0.23% | +890+8.6% | Added |
| Voya Financial Advisors, Inc. | 11,532 | $539.0K | 0.07% | −66,378−85.2% | Reduced |
| Intrua Financial, LLC | 11,193 | $539.0K | 0.13% | +389+3.6% | Added |
| AXA S.A. | 11,363 | $542.0K | 0.00% | −361−3.1% | Reduced |
| Richard Bernstein Advisors LLC | 11,403 | $544.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 11,427 | $545.0K | 0.30% | +10,244+865.9% | Added |
| Old Second National Bank of Aurora | 11,459 | $546.0K | 0.15% | −720−5.9% | Reduced |
| Monarch Capital Management Inc | 11,563 | $551.0K | 0.16% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 11,558 | $551.0K | 0.03% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 11,574 | $552.0K | 0.24% | +3,226+38.6% | Added |
| Capital City Trust Co | 11,650 | $555.0K | 0.17% | +481+4.3% | Added |
| Parcion Private Wealth LLC | 11,668 | $556.0K | 0.06% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,658 | $556.0K | 0.27% | +188+1.6% | Added |
| Cozad Asset Management Inc | 11,681 | $557.0K | 0.09% | −6,763−36.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,691 | $557.0K | 0.01% | +2,490+27.1% | Added |
| Personal Capital Advisors Corp | 11,709 | $558.0K | 0.00% | +1,780+17.9% | Added |
| Foresight Wealth Management, LLC | 11,725 | $559.0K | 0.24% | +1,834+18.5% | Added |
| Optimum Investment Advisors | 11,763 | $561.0K | 0.18% | −50−0.4% | Reduced |
| Wealth Advisors of Iowa, LLC | 11,877 | $566.0K | 0.30% | +2,300+24.0% | Added |
| HNP Capital LLC | 11,925 | $569.0K | 0.15% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 11,925 | $569.0K | 0.15% | +25+0.2% | Added |
| WealthShield Partners, LLC | 12,020 | $573.0K | 0.09% | +198+1.7% | Added |
| Joel Isaacson & Co., LLC | 12,124 | $578.0K | 0.04% | −230−1.9% | Reduced |
| Canandaigua National Corp | 12,115 | $578.0K | 0.09% | −204−1.7% | Reduced |
| Bel Air Investment Advisors LLC | 12,134 | $579.0K | 0.02% | −8,739−41.9% | Reduced |
| Nwam LLC | 12,153 | $579.0K | 0.05% | −3,283−21.3% | Reduced |
| Merriman Wealth Management, LLC | 12,148 | $579.0K | 0.05% | +4,336+55.5% | Added |
| ACG Wealth | 12,183 | $581.0K | 0.07% | −1,250−9.3% | Reduced |
| Orca Investment Management, LLC | 12,183 | $581.0K | 0.52% | −1,143−8.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 12,339 | $583.0K | 0.02% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 12,376 | $586.0K | 0.19% | −48−0.4% | Reduced |
| Park National Corp | 12,299 | $587.0K | 0.02% | −284−2.3% | Reduced |
| Sage Private Wealth Group, LLC | 12,394 | $591.0K | 0.80% | +131+1.1% | Added |
| Wealth Alliance Advisory Group, LLC | 12,408 | $592.0K | 0.29% | −845−6.4% | Reduced |
| FourThought Financial, LLC | 12,476 | $594.0K | 0.08% | +364+3.0% | Added |
| Lafayette Investments, Inc. | 12,593 | $600.0K | 0.16% | +3,955+45.8% | Added |
| Warren Averett Asset Management, LLC | 12,383 | $602.0K | 0.06% | +7,576+157.6% | Added |
| Perigon Wealth Management, LLC | 12,636 | $603.0K | 0.05% | +118+0.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 12,736 | $607.0K | 0.16% | −400−3.0% | Reduced |
| 44 Wealth Management LLC | 12,753 | $608.0K | 0.23% | −15,296−54.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,748 | $608.0K | 0.20% | +1,173+10.1% | Added |
| Modera Wealth Management, LLC | 12,793 | $610.0K | 0.03% | +20+0.2% | Added |
| Montag A & Associates Inc | 12,805 | $611.0K | 0.03% | 00.0% | Unchanged |
| Invst, LLC | 12,986 | $614.0K | 0.10% | +1,101+9.3% | Added |
| Bartlett & Co. LLC | 12,895 | $615.0K | 0.01% | +166+1.3% | Added |
| Comerica Securities,inc. | 12,727 | $618.0K | 0.05% | +534+4.4% | Added |
| Thompson Siegel & Walmsley LLC | 13,012 | $620.0K | 0.01% | −150−1.1% | Reduced |
| Chicago Capital, LLC | 13,025 | $621.0K | 0.02% | −92−0.7% | Reduced |
| ProVise Management Group, LLC | 13,022 | $621.0K | 0.06% | +2,858+28.1% | Added |
| AXS Investments LLC | 13,044 | $622.0K | 0.19% | +2,351+22.0% | Added |
| Intellectus Partners, LLC | 12,849 | $624.0K | 0.14% | +223+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 12,895 | $625.9K | 0.01% | +166+1.3% | Added |
| Raab & Moskowitz Asset Management LLC | 13,158 | $627.0K | 0.23% | −272−2.0% | Reduced |
| Financial Advocates Investment Management | 13,180 | $628.0K | 0.04% | +15+0.1% | Added |
| Avidian Wealth Solutions, LLC | 13,186 | $629.0K | 0.05% | +1,383+11.7% | Added |
| Neville Rodie & Shaw Inc | 13,225 | $630.0K | 0.05% | +1,000+8.2% | Added |
| Fundamentun, LLC | 13,206 | $630.0K | 0.17% | +1,646+14.2% | Added |
| Trust Co of Oklahoma | 13,229 | $630.8K | 0.21% | +784+6.3% | Added |
| Hancock Whitney Corp | 13,238 | $631.0K | 0.02% | −196−1.5% | Reduced |
| Endurance Wealth Management, Inc. | 13,300 | $633.0K | 0.07% | −60.0% | Reduced |
| Duncker Streett & Co Inc | 13,291 | $634.0K | 0.12% | −4,077−23.5% | Reduced |
| BTC Capital Management, Inc. | 13,440 | $641.0K | 0.07% | 00.0% | Unchanged |
| Marco Investment Management LLC | 13,472 | $642.0K | 0.07% | −683−4.8% | Reduced |
| Truehand, Inc | 13,503 | $644.0K | 0.38% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 13,594 | $648.0K | 0.01% | +1,324+10.8% | Added |
| Triumph Capital Management | 13,622 | $648.0K | 0.38% | +13,622 | New |
| Shelton Capital Management | 13,619 | $649.0K | 0.02% | +447+3.4% | Added |
| StoneX Group Inc. | 13,441 | $651.0K | 0.10% | +1,305+10.8% | Added |
| Kistler-Tiffany Companies, LLC | 13,745 | $655.0K | 0.15% | −1,667−10.8% | Reduced |
| Assetmark, Inc | 13,766 | $656.0K | 0.00% | +1,131+9.0% | Added |
| Gray Wealth Management Inc. | 13,781 | $657.0K | 0.38% | +369+2.8% | Added |
| Anchor Investment Management, LLC | 13,842 | $660.0K | 0.09% | +215+1.6% | Added |
| Walleye Capital LLC | 13,955 | $665.0K | 0.02% | −1,349−8.8% | Reduced |
| Matrix Private Capital Group LLC | 13,727 | $666.0K | 0.36% | 00.0% | Unchanged |
| Washington Trust Bank | 14,010 | $668.0K | 0.08% | −853−5.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 14,025 | $669.0K | 0.24% | −115−0.8% | Reduced |
| Tradition Wealth Management, LLC | 14,048 | $670.0K | 0.10% | +205+1.5% | Added |
| Arete Wealth Advisors, LLC | 15,046 | $670.0K | 0.09% | +1,344+9.8% | Added |
| Credit Agricole S A | 14,060 | $670.0K | 0.02% | +800+6.0% | Added |
| Leisure Capital Management | 14,079 | $671.0K | 0.37% | +446+3.3% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 14,359 | $672.0K | 0.09% | +930+6.9% | Added |
| HC Advisors, LLC | 14,139 | $674.0K | 0.41% | −43−0.3% | Reduced |
| TRUE Private Wealth Advisors | 13,895 | $674.0K | 0.10% | +59+0.4% | Added |
| Delta Asset Management LLC | 14,246 | $679.0K | 0.07% | −2,212−13.4% | Reduced |
| Dearborn Partners LLC | 14,245 | $679.0K | 0.03% | −1,450−9.2% | Reduced |
| Evanson Asset Management, LLC | 14,244 | $679.0K | 0.07% | −527−3.6% | Reduced |
| Icon Wealth Partners, LLC | 14,259 | $680.0K | 0.07% | +3,712+35.2% | Added |
| Dorchester Wealth Management Co | 14,281 | $681.0K | 0.16% | −394−2.7% | Reduced |
| Capital Asset Advisory Services LLC | 14,022 | $681.0K | 0.07% | +208+1.5% | Added |
| Baker Tilly Wealth Management, LLC | 14,351 | $684.0K | 0.11% | +511+3.7% | Added |
| Vaughan & Co Securities, Inc. | 14,376 | $685.0K | 0.51% | 00.0% | Unchanged |
| Hendley & Co Inc | 14,368 | $685.0K | 0.23% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 14,408 | $687.0K | 0.06% | −114−0.8% | Reduced |
| Botty Investors LLC | 14,153 | $687.0K | 0.23% | +13,905+5,606.9% | Added |