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 |
|---|---|---|---|---|---|
| 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 |
| Alpha Omega Wealth Management LLC | 16,303 | $777.0K | 0.13% | +250+1.6% | Added |
| Reilly Financial Advisors, LLC | 16,279 | $776.0K | 0.06% | −458−2.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 16,258 | $775.0K | 0.03% | −8,263−33.7% | Reduced |
| Sequoia Financial Advisors, LLC | 16,176 | $771.0K | 0.03% | +4,494+38.5% | Added |
| 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 |
| Summit X, LLC | 15,959 | $765.0K | 0.19% | −1,234−7.2% | Reduced |
| VeraBank, N.A. | 16,014 | $764.0K | 0.45% | +63+0.4% | Added |
| Independent Solutions Wealth Management, LLC | 15,900 | $758.1K | 0.18% | +1,353+9.3% | 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 |
| TCW Group Inc | 15,770 | $752.0K | 0.01% | +3,100+24.5% | Added |
| Fox Run Management, L.L.C. | 15,646 | $746.0K | 0.68% | +5,788+58.7% | Added |
| Old Point Trust & Financial Services N A | 15,621 | $745.0K | 0.33% | +841+5.7% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 15,535 | $741.0K | 0.18% | +451+3.0% | Added |
| 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 |
| 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 |
| Columbia Asset Management | 15,455 | $737.0K | 0.16% | −500−3.1% | Reduced |
| Burney Co | 15,445 | $736.0K | 0.03% | +742+5.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 15,355 | $732.1K | 0.09% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15,327 | $731.0K | 0.41% | +48+0.3% | Added |
| Red Door Wealth Management, LLC | 15,307 | $729.0K | 0.28% | +384+2.6% | Added |
| Guardian Investment Management | 15,275 | $728.0K | 0.50% | 00.0% | Unchanged |
| Executive Wealth Group LLC | 15,266 | $727.9K | 0.43% | +80+0.5% | Added |
| Glenview State Bank Trust Dept. | 15,209 | $726.0K | 0.22% | +825+5.7% | Added |
| Brighton Jones LLC | 15,208 | $725.0K | 0.04% | −325−2.1% | Reduced |
| 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 |
| WBH Advisory Inc | 15,110 | $719.0K | 0.11% | +529+3.6% | 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 |
| Cadence Bank NA | 14,919 | $711.0K | 0.21% | +433+3.0% | Added |
| Beacon Financial Advisory LLC | 14,899 | $710.0K | 0.38% | −371−2.4% | Reduced |
| 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 |
| 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 |
| Balentine LLC | 14,725 | $702.0K | 0.03% | −171−1.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,655 | $699.0K | 0.23% | +200+1.4% | Added |
| Signature Wealth Management Partners, LLC | 14,629 | $698.0K | 0.63% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 14,612 | $697.0K | 0.15% | +1,365+10.3% | Added |
| Naples Global Advisors, LLC | 14,596 | $696.0K | 0.10% | 00.0% | Unchanged |
| Conning Inc. | 14,562 | $694.0K | 0.02% | −468−3.1% | Reduced |
| 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 |
| 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 |
| PEAK6 Investments LLC | 14,414 | $687.0K | 0.02% | +14,414 | New |
| 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 |
| Baker Tilly Wealth Management, LLC | 14,351 | $684.0K | 0.11% | +511+3.7% | 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 |
| Icon Wealth Partners, LLC | 14,259 | $680.0K | 0.07% | +3,712+35.2% | 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 |
| 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 |
| Landsberg, Bennett, & Dubbaneh LLC | 14,359 | $672.0K | 0.09% | +930+6.9% | Added |
| Leisure Capital Management | 14,079 | $671.0K | 0.37% | +446+3.3% | Added |
| 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 |
| American National Registered Investment Advisor, Inc. | 14,025 | $669.0K | 0.24% | −115−0.8% | Reduced |
| Washington Trust Bank | 14,010 | $668.0K | 0.08% | −853−5.7% | Reduced |
| Matrix Private Capital Group LLC | 13,727 | $666.0K | 0.36% | 00.0% | Unchanged |
| Walleye Capital LLC | 13,955 | $665.0K | 0.02% | −1,349−8.8% | Reduced |
| Anchor Investment Management, LLC | 13,842 | $660.0K | 0.09% | +215+1.6% | Added |
| Gray Wealth Management Inc. | 13,781 | $657.0K | 0.38% | +369+2.8% | Added |
| Assetmark, Inc | 13,766 | $656.0K | 0.00% | +1,131+9.0% | Added |
| Kistler-Tiffany Companies, LLC | 13,745 | $655.0K | 0.15% | −1,667−10.8% | Reduced |
| StoneX Group Inc. | 13,441 | $651.0K | 0.10% | +1,305+10.8% | Added |
| Shelton Capital Management | 13,619 | $649.0K | 0.02% | +447+3.4% | Added |
| 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 |
| Truehand, Inc | 13,503 | $644.0K | 0.38% | 00.0% | Unchanged |
| Marco Investment Management LLC | 13,472 | $642.0K | 0.07% | −683−4.8% | Reduced |
| BTC Capital Management, Inc. | 13,440 | $641.0K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 13,291 | $634.0K | 0.12% | −4,077−23.5% | Reduced |
| Endurance Wealth Management, Inc. | 13,300 | $633.0K | 0.07% | −60.0% | Reduced |
| Hancock Whitney Corp | 13,238 | $631.0K | 0.02% | −196−1.5% | Reduced |
| Trust Co of Oklahoma | 13,229 | $630.8K | 0.21% | +784+6.3% | 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 |
| Avidian Wealth Solutions, LLC | 13,186 | $629.0K | 0.05% | +1,383+11.7% | Added |
| Financial Advocates Investment Management | 13,180 | $628.0K | 0.04% | +15+0.1% | Added |
| Raab & Moskowitz Asset Management LLC | 13,158 | $627.0K | 0.23% | −272−2.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12,895 | $625.9K | 0.01% | +166+1.3% | Added |
| Intellectus Partners, LLC | 12,849 | $624.0K | 0.14% | +223+1.8% | Added |
| AXS Investments LLC | 13,044 | $622.0K | 0.19% | +2,351+22.0% | Added |
| 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 |
| Thompson Siegel & Walmsley LLC | 13,012 | $620.0K | 0.01% | −150−1.1% | Reduced |
| Comerica Securities,inc. | 12,727 | $618.0K | 0.05% | +534+4.4% | Added |