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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 14,414 | $687.0K | 0.02% | +14,414 | New |
| Yacktman Asset Management LP | 14,500 | $691.0K | 0.01% | −8,000−35.6% | Reduced |
| Tiedemann Advisors, LLC | 14,203 | $691.0K | 0.03% | +56+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 14,485 | $691.0K | 0.06% | +1,651+12.9% | Added |
| Conning Inc. | 14,562 | $694.0K | 0.02% | −468−3.1% | Reduced |
| Naples Global Advisors, LLC | 14,596 | $696.0K | 0.10% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 14,612 | $697.0K | 0.15% | +1,365+10.3% | Added |
| Signature Wealth Management Partners, LLC | 14,629 | $698.0K | 0.63% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,655 | $699.0K | 0.23% | +200+1.4% | Added |
| Balentine LLC | 14,725 | $702.0K | 0.03% | −171−1.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 14,791 | $705.0K | 0.16% | −709−4.6% | Reduced |
| Smith, Salley & Associates | 14,772 | $705.0K | 0.06% | +60+0.4% | Added |
| Principle Wealth Partners LLC | 14,853 | $708.0K | 0.08% | 00.0% | Unchanged |
| Inscription Capital, LLC | 14,853 | $708.0K | 0.08% | +3,882+35.4% | Added |
| Beacon Financial Advisory LLC | 14,899 | $710.0K | 0.38% | −371−2.4% | Reduced |
| Cadence Bank NA | 14,919 | $711.0K | 0.21% | +433+3.0% | Added |
| Kendall Capital Management | 15,000 | $715.0K | 0.40% | +100+0.7% | Added |
| CSS LLC | 15,000 | $715.0K | 0.04% | +15,000 | New |
| WBH Advisory Inc | 15,110 | $719.0K | 0.11% | +529+3.6% | Added |
| TrinityPoint Wealth, LLC | 15,139 | $722.0K | 0.15% | −19,656−56.5% | Reduced |
| Bangor Savings Bank | 15,148 | $722.0K | 0.08% | −300−1.9% | Reduced |
| Brighton Jones LLC | 15,208 | $725.0K | 0.04% | −325−2.1% | Reduced |
| Glenview State Bank Trust Dept. | 15,209 | $726.0K | 0.22% | +825+5.7% | Added |
| Executive Wealth Group LLC | 15,266 | $727.9K | 0.43% | +80+0.5% | Added |
| Guardian Investment Management | 15,275 | $728.0K | 0.50% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 15,307 | $729.0K | 0.28% | +384+2.6% | Added |
| Carmichael Hill & Associates, Inc. | 15,327 | $731.0K | 0.41% | +48+0.3% | Added |
| Brewin Dolphin Wealth Management Ltd | 15,355 | $732.1K | 0.09% | 00.0% | Unchanged |
| Burney Co | 15,445 | $736.0K | 0.03% | +742+5.0% | Added |
| Columbia Asset Management | 15,455 | $737.0K | 0.16% | −500−3.1% | Reduced |
| Federated Hermes, Inc. | 15,478 | $738.0K | 0.00% | −38,407−71.3% | Reduced |
| Van Cleef Asset Management,Inc | 15,476 | $738.0K | 0.11% | −423−2.7% | Reduced |
| Grace Capital | 15,500 | $739.0K | 0.49% | −1,000−6.1% | Reduced |
| Essex Savings Bank | 15,029 | $739.0K | 0.29% | −464−3.0% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 15,535 | $741.0K | 0.18% | +451+3.0% | Added |
| Old Point Trust & Financial Services N A | 15,621 | $745.0K | 0.33% | +841+5.7% | Added |
| Fox Run Management, L.L.C. | 15,646 | $746.0K | 0.68% | +5,788+58.7% | Added |
| TCW Group Inc | 15,770 | $752.0K | 0.01% | +3,100+24.5% | Added |
| Kovack Advisors, Inc. | 15,852 | $756.0K | 0.09% | −3,856−19.6% | Reduced |
| Resources Investment Advisors, LLC. | 15,864 | $756.0K | 0.03% | +2,061+14.9% | Added |
| Independent Solutions Wealth Management, LLC | 15,900 | $758.1K | 0.18% | +1,353+9.3% | Added |
| VeraBank, N.A. | 16,014 | $764.0K | 0.45% | +63+0.4% | Added |
| Summit X, LLC | 15,959 | $765.0K | 0.19% | −1,234−7.2% | Reduced |
| ARGI Investment Services, LLC | 16,158 | $770.0K | 0.03% | −837−4.9% | Reduced |
| Capital Investment Advisory Services, LLC | 16,156 | $770.0K | 0.10% | −175−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 16,176 | $771.0K | 0.03% | +4,494+38.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 16,258 | $775.0K | 0.03% | −8,263−33.7% | Reduced |
| Reilly Financial Advisors, LLC | 16,279 | $776.0K | 0.06% | −458−2.7% | Reduced |
| Alpha Omega Wealth Management LLC | 16,303 | $777.0K | 0.13% | +250+1.6% | Added |
| Stratos Wealth Advisors, LLC | 16,326 | $778.0K | 0.07% | −1,234−7.0% | Reduced |
| Prelude Capital Management, LLC | 17,099 | $778.0K | 0.04% | +17,099 | New |
| Palisade Capital Management LLC | 16,340 | $779.0K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,358 | $780.0K | 0.04% | −794−4.6% | Reduced |
| Cito Capital Group, LLC | 16,476 | $780.0K | 0.35% | 00.0% | Unchanged |
| Exeter Financial, LLC | 16,410 | $780.0K | 0.45% | +1,854+12.7% | Added |
| Blue Chip Partners, Inc. | 16,414 | $783.0K | 0.11% | −277−1.7% | Reduced |
| Family Management Corp | 16,425 | $783.0K | 0.21% | +10,386+172.0% | Added |
| Spinnaker Trust | 16,562 | $790.0K | 0.06% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 16,579 | $791.0K | 0.12% | −876−5.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,623 | $793.0K | 0.04% | +2,182+15.1% | Added |
| 1832 Asset Management L.P. | 16,990 | $793.0K | 0.00% | +16,990 | New |
| Mountain Capital Investment Advisors, Inc | 17,112 | $795.0K | 0.37% | −2,096−10.9% | Reduced |
| Wealthspire Advisors, LLC | 16,771 | $800.0K | 0.02% | −35,798−68.1% | Reduced |
| Security National Trust Co | 16,820 | $802.0K | 0.18% | −948−5.3% | Reduced |
| Baxter Bros Inc | 12,151 | $807.0K | 0.13% | −560−4.4% | Reduced |
| Allegheny Financial Group LTD | 16,988 | $810.0K | 0.37% | +23+0.1% | Added |
| P.A.W. Capital Corp | 17,000 | $811.0K | 0.69% | +1,000+6.3% | Added |
| Foster Group, Inc. | 17,071 | $814.0K | 0.09% | +134+0.8% | Added |
| Intersect Capital LLC | 17,151 | $818.0K | 0.14% | −222−1.3% | Reduced |
| Horst & Graben Wealth Management LLC | 17,204 | $820.0K | 0.23% | +167+1.0% | Added |
| Crescent Grove Advisors, LLC | 17,122 | $829.0K | 0.09% | −315−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,422 | $831.0K | 0.21% | +17,422 | New |
| Cypress Wealth Services, LLC | 17,453 | $832.0K | 0.23% | −2,485−12.5% | Reduced |
| Bahl & Gaynor Inc | 17,440 | $832.0K | 0.01% | −755−4.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 17,440 | $832.0K | 0.06% | −85−0.5% | Reduced |
| Covenant Multifamily Offices, LLC | 17,478 | $833.0K | 0.15% | +4,110+30.7% | Added |
| CWS Financial Advisors, LLC | 17,494 | $834.0K | 0.33% | −1,544−8.1% | Reduced |
| HCR Wealth Advisors | 17,544 | $836.0K | 0.15% | +14+0.1% | Added |
| Wellington Shields Capital Management, LLC | 17,595 | $839.0K | 0.10% | +391+2.3% | Added |
| Altium Wealth Management LLC | 17,595 | $839.0K | 0.06% | +652+3.8% | Added |
| Bank of the West | 17,620 | $840.0K | 0.09% | −40−0.2% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $840.0K | 0.23% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 17,620 | $840.0K | 0.10% | +315+1.8% | Added |
| Chicago Trust Co NA | 17,641 | $841.0K | 0.20% | +590+3.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,682 | $843.0K | 0.05% | +4,827+37.5% | Added |
| Wellington Shields & Co., LLC | 17,704 | $844.0K | 0.28% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 17,723 | $845.0K | 0.38% | +2,347+15.3% | Added |
| Orion Portfolio Solutions, LLC | 17,740 | $846.0K | 0.03% | −1,357−7.1% | Reduced |
| Patron Partners Advisors, LLC | 17,822 | $849.0K | 0.64% | −2,343−11.6% | Reduced |
| Grove Bank & Trust | 17,827 | $850.0K | 0.18% | −28−0.2% | Reduced |
| Hoylecohen, LLC | 17,843 | $851.0K | 0.08% | +82+0.5% | Added |
| Princeton Global Asset Management LLC | 17,894 | $853.0K | 0.26% | −154−0.9% | Reduced |
| Covenant Partners, LLC | 17,892 | $853.0K | 0.32% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 17,881 | $853.0K | 0.04% | +12,740+247.8% | Added |
| Arden Trust Co | 17,979 | $857.0K | 0.14% | −19,215−51.7% | Reduced |
| Altavista Wealth Management, Inc. | 17,966 | $857.0K | 0.19% | +1,851+11.5% | Added |
| Cortland Associates Inc | 18,036 | $860.0K | 0.09% | 00.0% | Unchanged |
| Ieq Capital, LLC | 18,341 | $874.0K | 0.03% | +6,048+49.2% | Added |
| Advisory Alpha, LLC | 18,436 | $879.0K | 0.07% | −99−0.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 18,425 | $879.0K | 0.57% | +685+3.9% | Added |