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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 8,131 | $387.7K | 0.19% | −407,795−98.0% | Reduced |
| Grimes & Company, Inc. | 8,097 | $387.0K | 0.02% | +58+0.7% | Added |
| Fiducient Advisors LLC | 8,100 | $386.0K | 0.12% | −90−1.1% | Reduced |
| O'Brien Greene & Co. Inc | 8,062 | $384.0K | 0.14% | 00.0% | Unchanged |
| Pacitti Group Inc. | 8,073 | $384.0K | 0.23% | +3,023+59.9% | Added |
| Woodard & Co Asset Management Group Inc | 8,035 | $383.0K | 0.23% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 8,025 | $383.0K | 0.10% | +588+7.9% | Added |
| Castle Rock Wealth Management, LLC | 7,952 | $383.0K | 0.14% | +508+6.8% | Added |
| Reaves W H & Co Inc | 8,000 | $381.0K | 0.01% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 7,961 | $380.0K | 0.04% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 7,963 | $380.0K | 0.34% | +7,963 | New |
| Meridian Wealth Management, LLC | 7,943 | $378.0K | 0.05% | −2,950−27.1% | Reduced |
| Community Bank, N.A. | 7,916 | $378.0K | 0.04% | −2,470−23.8% | Reduced |
| Jones Financial Companies LLLP | 7,902 | $377.0K | 0.00% | −1,332−14.4% | Reduced |
| Continuum Advisory, LLC | 7,877 | $376.0K | 0.12% | +7,877 | New |
| Schnieders Capital Management LLC | 7,869 | $375.0K | 0.10% | −1,066−11.9% | Reduced |
| Dowling & Yahnke LLC | 7,865 | $375.0K | 0.02% | −557−6.6% | Reduced |
| Parsec Financial Management, Inc. | 7,835 | $374.0K | 0.02% | +25+0.3% | Added |
| American Century Companies Inc | 7,783 | $371.0K | 0.00% | −1,077−12.2% | Reduced |
| Ellis Investment Partners, LLC | 7,770 | $370.0K | 0.09% | −130−1.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,754 | $369.7K | 0.06% | +3,034+64.3% | Added |
| Peoples Financial Services Corp. | 7,747 | $369.0K | 0.15% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 7,745 | $369.0K | 0.03% | +211+2.8% | Added |
| BDO Wealth Advisors, LLC | 7,728 | $368.0K | 0.04% | +962+14.2% | Added |
| Kerntke Otto McGlone Wealth Management Group | 7,728 | $368.0K | 0.15% | +1,459+23.3% | Added |
| Maven Securities LTD | 7,725 | $368.0K | 0.04% | +7,725 | New |
| Tandem Investment Advisors, Inc. | 7,670 | $366.0K | 0.03% | −157−2.0% | Reduced |
| Vantage Consulting Group Inc | 7,682 | $366.0K | 0.06% | +2,055+36.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,647 | $365.0K | 0.02% | 00.0% | Unchanged |
| Community Trust & Investment Co | 7,625 | $364.0K | 0.03% | +7,625 | New |
| Arkadios Wealth Advisors | 7,621 | $363.0K | 0.04% | −21,476−73.8% | Reduced |
| Icon Advisers Inc | 7,600 | $362.0K | 0.06% | −18,100−70.4% | Reduced |
| Beaumont Financial Partners, LLC | 7,585 | $362.0K | 0.03% | +7,585 | New |
| Hills Bank & Trust Co | 7,551 | $361.0K | 0.05% | +960+14.6% | Added |
| Northwest Bancshares, Inc. | 7,522 | $359.0K | 0.08% | 00.0% | Unchanged |
| FLC Capital Advisors | 7,526 | $359.0K | 0.11% | +80+1.1% | Added |
| KC Investment Advisors, LLC | 7,523 | $359.0K | 0.29% | +80+1.1% | Added |
| CFO4Life Group, LLC | 7,500 | $358.0K | 0.08% | −973−11.5% | Reduced |
| Hemenway Trust Co LLC | 7,517 | $358.0K | 0.04% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,479 | $358.0K | 0.15% | +524+7.5% | Added |
| Schmidt P J Investment Management Inc | 7,541 | $358.0K | 0.07% | +10.0% | Added |
| Infusive Asset Management Inc. | 7,440 | $355.0K | 0.07% | −1,105−12.9% | Reduced |
| Atlas Private Wealth Management | 7,448 | $355.0K | 0.22% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 7,439 | $355.0K | 0.17% | +7,439 | New |
| Callahan Advisors, LLC | 7,434 | $354.0K | 0.04% | +155+2.1% | Added |
| Advisor Resource Council | 7,386 | $353.0K | 0.04% | +7,386 | New |
| MCF Advisors LLC | 7,377 | $352.0K | 0.04% | +2,235+43.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 7,369 | $351.0K | 0.11% | 00.0% | Unchanged |
| Platform Technology Partners | 7,364 | $351.0K | 0.14% | +7,364 | New |
| Plancorp, LLC | 7,318 | $349.0K | 0.03% | −300−3.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,311 | $349.0K | 0.05% | −50−0.7% | Reduced |
| Clark Financial Services Group Inc | 7,316 | $349.0K | 0.27% | +278+3.9% | Added |
| Dixon Hubard Feinour & Brown Inc | 7,306 | $348.0K | 0.07% | −108−1.5% | Reduced |
| IMS Capital Management | 7,291 | $348.0K | 0.21% | −22−0.3% | Reduced |
| Strategic Financial Services, Inc, | 7,263 | $346.0K | 0.03% | +16+0.2% | Added |
| Farmers & Merchants Investments Inc | 7,264 | $346.0K | 0.02% | +94+1.3% | Added |
| Regent Investment Management LLC | 7,265 | $346.0K | 0.08% | +2,800+62.7% | Added |
| Carlson Capital Management | 7,212 | $344.0K | 0.05% | +116+1.6% | Added |
| CX Institutional | 7,219 | $344.0K | 0.03% | +4,058+128.4% | Added |
| Greatmark Investment Partners, Inc. | 7,186 | $343.0K | 0.06% | −301−4.0% | Reduced |
| Clarus Group, Inc. | 7,240 | $343.0K | 0.26% | +72+1.0% | Added |
| First Citizens Bank & Trust Co | 7,176 | $342.0K | 0.02% | −40,535−85.0% | Reduced |
| Cowa, LLC | 7,117 | $342.0K | 0.21% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7,168 | $342.0K | 0.08% | +3,041+73.7% | Added |
| Regent Peak Wealth Advisors LLC | 7,094 | $341.0K | 0.10% | +611+9.4% | Added |
| First Financial Bank - Trust Division | 7,119 | $340.0K | 0.04% | −1,585−18.2% | Reduced |
| RMR Wealth Builders | 6,984 | $339.0K | 0.11% | −1,541−18.1% | Reduced |
| Meristem Family Wealth, LLC | 7,104 | $339.0K | 0.05% | −1,000−12.3% | Reduced |
| PDS Planning, Inc | 7,107 | $339.0K | 0.08% | −262−3.6% | Reduced |
| MJP Associates Inc | 7,065 | $337.0K | 0.12% | +34+0.5% | Added |
| Frisch Financial Group, Inc. | 7,060 | $337.0K | 0.11% | +52+0.7% | Added |
| City Holding Co | 7,072 | $337.0K | 0.06% | +425+6.4% | Added |
| Cardan Capital Partners, LLC | 7,046 | $336.0K | 0.04% | −30−0.4% | Reduced |
| Latitude Advisors, LLC | 7,038 | $336.0K | 0.25% | +533+8.2% | Added |
| Farmers Trust Co | 7,042 | $335.0K | 0.07% | −453−6.0% | Reduced |
| Institute for Wealth Management, LLC. | 7,025 | $335.0K | 0.06% | −47−0.7% | Reduced |
| Coastline Trust Co | 7,025 | $335.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7,019 | $335.0K | 0.10% | +50+0.7% | Added |
| Hunter Associates Investment Management LLC | 7,000 | $334.0K | 0.10% | −55,780−88.8% | Reduced |
| Condor Capital Management | 7,014 | $334.0K | 0.04% | −300−4.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,011 | $334.0K | 0.01% | −18−0.3% | Reduced |
| Kimelman & Baird, LLC | 6,978 | $333.0K | 0.03% | +6,978 | New |
| Oarsman Capital, Inc. | 6,970 | $332.0K | 0.13% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,953 | $332.0K | 0.09% | +298+4.5% | Added |
| EPG Wealth Management LLC | 6,943 | $331.0K | 0.14% | +542+8.5% | Added |
| Delta Investment Management, LLC | 6,950 | $331.0K | 0.10% | +1,678+31.8% | Added |
| Mirador Capital Partners LP | 6,924 | $330.0K | 0.07% | −264−3.7% | Reduced |
| Ahrens Investment Partners LLC | 6,917 | $330.0K | 0.15% | +379+5.8% | Added |
| Enlightenment Research, LLC | 6,900 | $329.0K | 0.42% | −15,451−69.1% | Reduced |
| JT Stratford LLC | 6,870 | $328.0K | 0.10% | −2,797−28.9% | Reduced |
| Connable Office Inc | 6,877 | $328.0K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,881 | $328.0K | 0.09% | +1,083+18.7% | Added |
| Pinnacle Bancorp, Inc. | 6,864 | $327.0K | 0.15% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,859 | $327.0K | 0.02% | +2,201+47.3% | Added |
| Vaughan David Investments LLC | 6,844 | $326.0K | 0.01% | −368−5.1% | Reduced |
| CRA Financial Services, LLC | 6,827 | $326.0K | 0.11% | +134+2.0% | Added |
| Wells Trecaso Financial Group, LLC | 6,832 | $326.0K | 0.16% | +194+2.9% | Added |
| Chiron Capital Management, LLC | 6,800 | $324.0K | 0.27% | −1,700−20.0% | Reduced |
| Guyasuta Investment Advisors Inc | 6,798 | $324.0K | 0.02% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 6,770 | $323.0K | 0.04% | −7,310−51.9% | Reduced |