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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 12,895 | $615.0K | 0.01% | +166+1.3% | Added |
| Invst, LLC | 12,986 | $614.0K | 0.10% | +1,101+9.3% | Added |
| Montag A & Associates Inc | 12,805 | $611.0K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 12,793 | $610.0K | 0.03% | +20+0.2% | Added |
| 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 |
| Farmers & Merchants Trust Co of Long Beach | 12,736 | $607.0K | 0.16% | −400−3.0% | Reduced |
| Perigon Wealth Management, LLC | 12,636 | $603.0K | 0.05% | +118+0.9% | Added |
| Warren Averett Asset Management, LLC | 12,383 | $602.0K | 0.06% | +7,576+157.6% | Added |
| Lafayette Investments, Inc. | 12,593 | $600.0K | 0.16% | +3,955+45.8% | Added |
| FourThought Financial, LLC | 12,476 | $594.0K | 0.08% | +364+3.0% | Added |
| Wealth Alliance Advisory Group, LLC | 12,408 | $592.0K | 0.29% | −845−6.4% | Reduced |
| Sage Private Wealth Group, LLC | 12,394 | $591.0K | 0.80% | +131+1.1% | Added |
| Park National Corp | 12,299 | $587.0K | 0.02% | −284−2.3% | Reduced |
| Mattern Wealth Management LLC | 12,376 | $586.0K | 0.19% | −48−0.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 12,339 | $583.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| WealthShield Partners, LLC | 12,020 | $573.0K | 0.09% | +198+1.7% | 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 |
| Wealth Advisors of Iowa, LLC | 11,877 | $566.0K | 0.30% | +2,300+24.0% | Added |
| Optimum Investment Advisors | 11,763 | $561.0K | 0.18% | −50−0.4% | Reduced |
| Foresight Wealth Management, LLC | 11,725 | $559.0K | 0.24% | +1,834+18.5% | Added |
| Personal Capital Advisors Corp | 11,709 | $558.0K | 0.00% | +1,780+17.9% | 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 |
| 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 |
| Capital City Trust Co | 11,650 | $555.0K | 0.17% | +481+4.3% | Added |
| Lakeview Capital Partners, LLC | 11,574 | $552.0K | 0.24% | +3,226+38.6% | Added |
| 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 |
| Old Second National Bank of Aurora | 11,459 | $546.0K | 0.15% | −720−5.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 11,427 | $545.0K | 0.30% | +10,244+865.9% | Added |
| Richard Bernstein Advisors LLC | 11,403 | $544.0K | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 11,363 | $542.0K | 0.00% | −361−3.1% | Reduced |
| 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 |
| Atlas Brown,Inc. | 11,279 | $538.0K | 0.23% | +890+8.6% | Added |
| Spirit of America Management Corp | 11,250 | $536.0K | 0.11% | +500+4.7% | 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 |
| 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 |
| 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 |
| Cutter & CO Brokerage, Inc. | 11,057 | $527.0K | 0.12% | +674+6.5% | Added |
| B. Riley Wealth Management, Inc. | 11,027 | $526.0K | 0.06% | −3,172−22.3% | Reduced |
| 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 |
| Summit Financial Group Inc | 10,965 | $523.0K | 0.20% | +5,465+99.4% | 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 |
| Oakworth Capital, Inc. | 10,927 | $521.0K | 0.05% | +580+5.6% | Added |
| Charles Schwab Trust Co | 10,896 | $520.0K | 0.10% | +2,547+30.5% | Added |
| 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 |
| TFC Financial Management | 10,800 | $515.0K | 0.18% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 10,756 | $513.0K | 0.33% | −350−3.2% | Reduced |
| Engineers Gate Manager LP | 10,710 | $511.0K | 0.03% | +4,560+74.1% | Added |
| St. Louis Trust Co | 10,700 | $510.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| 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 |
| Fishman Jay A Ltd | 10,635 | $507.1K | 0.06% | +200+1.9% | Added |
| 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 |
| Patten & Patten Inc | 10,593 | $505.0K | 0.04% | −2,005−15.9% | Reduced |
| SPC Financial, Inc. | 10,566 | $504.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 10,575 | $504.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| BKD Wealth Advisors, LLC | 10,512 | $501.0K | 0.02% | +358+3.5% | Added |
| 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 |
| Equitable Trust Co | 10,458 | $499.0K | 0.03% | −1,202−10.3% | Reduced |
| Financial Advisory Service, Inc. | 10,438 | $498.0K | 0.05% | −100−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,418 | $497.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| SFMG, LLC | 10,302 | $491.0K | 0.05% | −30.0% | 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 |
| Gratus Capital LLC | 10,203 | $486.0K | 0.05% | −1,113−9.8% | Reduced |
| Azimuth Capital Management LLC | 10,178 | $485.0K | 0.02% | −200−1.9% | Reduced |
| Northstar Advisory Group, LLC | 10,103 | $482.0K | 0.30% | 00.0% | Unchanged |
| 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 |
| Edge Capital Group, LLC | 10,027 | $478.0K | 0.04% | −355−3.4% | Reduced |
| Investment Management of Virginia LLC | 10,000 | $477.0K | 0.09% | 00.0% | Unchanged |