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 |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 10,000 | $477.0K | 0.00% | +10,000 | New |
| Lenox Wealth Advisors, LLC | 9,970 | $475.0K | 0.06% | +1,250+14.3% | Added |
| 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 |
| David Loasby | 9,912 | $473.0K | 0.06% | −1,036−9.5% | Reduced |
| Cheviot Value Management, LLC | 9,905 | $472.0K | 0.12% | −592−5.6% | Reduced |
| Tocqueville Asset Management L.P. | 9,886 | $471.0K | 0.01% | −47−0.5% | Reduced |
| 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 |
| 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 |
| Magnolia Capital Advisors LLC | 9,793 | $467.0K | 0.21% | +9,793 | New |
| 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 |
| Gladstone Institutional Advisory LLC | 9,689 | $462.0K | 0.06% | +5,488+130.6% | Added |
| Accredited Investors Inc. | 9,631 | $459.0K | 0.05% | +130+1.4% | 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 |
| 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 |
| Schonfeld Strategic Advisors LLC | 9,524 | $454.0K | 0.01% | −2,376−20.0% | Reduced |
| 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 |
| United Asset Strategies, Inc. | 9,452 | $451.0K | 0.06% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 9,442 | $450.0K | 0.16% | 00.0% | Unchanged |
| Fiduciary Group LLC | 9,546 | $449.0K | 0.05% | +50+0.5% | Added |
| Princeton Portfolio Strategies Group LLC | 9,406 | $448.0K | 0.09% | +33+0.4% | 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 |
| Birinyi Associates Inc | 9,350 | $446.0K | 0.15% | +3,000+47.2% | Added |
| Erste Asset Management GmbH | 9,513 | $445.0K | 0.01% | +6,483+214.0% | Added |
| First Mercantile Trust Co | 9,339 | $445.0K | 0.05% | +5,239+127.8% | 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 |
| 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 |
| 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 |
| 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 |
| Front Barnett Associates LLC | 9,236 | $440.0K | 0.04% | −100−1.1% | Reduced |
| Transform Wealth, LLC | 9,210 | $439.0K | 0.05% | +464+5.3% | Added |
| 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 |
| Bremer Bank National Association | 9,152 | $436.0K | 0.09% | −489−5.1% | Reduced |
| Foundations Investment Advisors, LLC | 9,196 | $436.0K | 0.02% | −331−3.5% | Reduced |
| Towerpoint Wealth, LLC | 9,154 | $436.0K | 0.22% | +525+6.1% | Added |
| Vontobel Swiss Wealth Advisors AG | 9,115 | $435.0K | 0.22% | −2,010−18.1% | Reduced |
| Baldwin Brothers Inc | 9,100 | $434.0K | 0.05% | 00.0% | Unchanged |
| Gries Financial LLC | 9,234 | $434.0K | 0.14% | −33−0.4% | Reduced |
| Allen Capital Group, LLC | 9,096 | $434.0K | 0.09% | +37+0.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 9,085 | $433.0K | 0.02% | +9,085 | New |
| KCM Investment Advisors LLC | 9,049 | $431.0K | 0.02% | −2,618−22.4% | Reduced |
| Veriti Management LLC | 9,015 | $430.0K | 0.06% | +9,015 | New |
| NJ State Employees Deferred Compensation Plan | 9,000 | $429.0K | 0.06% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 9,003 | $429.0K | 0.11% | +265+3.0% | Added |
| Alpha Cubed Investments, LLC | 9,003 | $429.0K | 0.03% | +2,337+35.1% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $428.0K | 0.13% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 8,943 | $426.0K | 0.12% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 8,899 | $424.0K | 0.29% | +186+2.1% | Added |
| Advisory Research Inc | 8,880 | $423.0K | 0.03% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 8,822 | $420.0K | 0.03% | 00.0% | Unchanged |
| United Bank | 8,782 | $418.0K | 0.06% | −835−8.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,757 | $418.0K | 0.10% | +105+1.2% | Added |
| Gilbert & Cook, Inc. | 8,734 | $416.0K | 0.07% | +309+3.7% | Added |
| Bouchey Financial Group Ltd | 8,722 | $416.0K | 0.07% | +462+5.6% | Added |
| Summit Financial Wealth Advisors, LLC | 8,732 | $416.0K | 0.09% | +8,732 | New |
| Sound Income Strategies, LLC | 8,708 | $415.0K | 0.06% | +2,934+50.8% | Added |
| Chicago Partners Investment Group LLC | 8,699 | $414.0K | 0.03% | +130+1.5% | Added |
| Jump Financial, LLC | 8,650 | $413.0K | 0.04% | −2,253−20.7% | Reduced |
| Calton & Associates, Inc. | 8,649 | $413.0K | 0.08% | −192−2.2% | Reduced |
| Albion Financial Group | 8,672 | $413.0K | 0.04% | +8,672 | New |
| Lake Street Advisors Group, LLC | 8,531 | $411.0K | 0.03% | +260+3.1% | Added |
| Burns Matteson Capital Management, LLC | 8,588 | $409.5K | 0.32% | +8,588 | New |
| Congress Park Capital LLC | 8,550 | $408.0K | 0.20% | −18,018−67.8% | Reduced |
| HBW Advisory Services LLC | 8,539 | $407.0K | 0.11% | +2,016+30.9% | Added |
| Harvey Investment Co LLC | 8,499 | $405.0K | 0.05% | 00.0% | Unchanged |
| IFG Advisors, LLC | 8,475 | $404.0K | 0.19% | +150+1.8% | Added |
| Omnia Family Wealth, LLC | 8,270 | $401.0K | 0.26% | +91+1.1% | Added |
| Manchester Capital Management LLC | 8,405 | $401.0K | 0.06% | +4,100+95.2% | Added |
| Cohen Investment Advisors LLC | 8,384 | $400.0K | 0.31% | −22−0.3% | Reduced |
| Quadrant Capital Group LLC | 8,358 | $399.0K | 0.06% | +586+7.5% | Added |
| Physicians Financial Services, Inc. | 8,327 | $397.0K | 0.16% | −1,151−12.1% | Reduced |
| Wealth Quarterback LLC | 8,309 | $397.0K | 0.24% | +8,309 | New |
| Synergy Financial Management, LLC | 8,287 | $395.0K | 0.10% | +627+8.2% | Added |
| Girard Partners Ltd. | 8,282 | $394.0K | 0.05% | −266−3.1% | Reduced |
| Perritt Capital Management Inc | 8,261 | $394.0K | 0.21% | +8,261 | New |
| Flputnam Investment Management Co | 8,241 | $393.0K | 0.01% | −2,039−19.8% | Reduced |
| Golden State Wealth Management, LLC | 8,251 | $393.0K | 0.09% | +412+5.3% | Added |
| Trustcore Financial Services, LLC | 8,191 | $391.0K | 0.04% | +10.0% | Added |
| Smith Shellnut Wilson LLC | 8,163 | $389.0K | 0.23% | −1,320−13.9% | Reduced |
| Clear Perspective Advisors, LLC | 8,162 | $389.0K | 0.14% | −364−4.3% | Reduced |
| McGowan Group Asset Management, Inc. | 8,142 | $388.0K | 0.06% | +20+0.2% | Added |