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 |
|---|---|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 6,779 | $323.0K | 0.15% | +1,895+38.8% | Added |
| Accurate Wealth Management, LLC | 6,767 | $323.0K | 0.28% | +6,767 | New |
| TCG Advisory Services, LLC | 6,759 | $322.0K | 0.09% | −1,946−22.4% | Reduced |
| Summit Trail Advisors, LLC | 6,625 | $322.0K | 0.03% | +42+0.6% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,277 | $321.0K | 0.03% | −6,277−50.0% | Reduced |
| SP Asset Management | 6,719 | $321.0K | 0.04% | −671−9.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 6,716 | $320.0K | 0.08% | +745+12.5% | Added |
| Berman Capital Advisors, LLC | 6,712 | $320.0K | 0.05% | +1,441+27.3% | Added |
| Souders Financial Advisors | 6,690 | $319.0K | 0.11% | −18−0.3% | Reduced |
| Acorn Wealth Advisors, LLC | 6,676 | $318.0K | 0.22% | −337−4.8% | Reduced |
| St Germain D J Co Inc | 6,673 | $318.0K | 0.02% | −25−0.4% | Reduced |
| Nicolet Bankshares Inc | 6,659 | $318.0K | 0.08% | −21−0.3% | Reduced |
| Boenning & Scattergood, Inc. | 6,673 | $318.0K | 0.06% | +20.0% | Added |
| Element Wealth, LLC | 6,664 | $318.0K | 0.25% | +139+2.1% | Added |
| 1st Source Bank | 6,670 | $318.0K | 0.02% | +552+9.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 6,636 | $316.0K | 0.12% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 6,628 | $316.0K | 0.05% | +346+5.5% | Added |
| Rockland Trust Co | 6,612 | $315.0K | 0.02% | −300−4.3% | Reduced |
| Wade G W & Inc | 6,593 | $314.0K | 0.02% | −1,175−15.1% | Reduced |
| King Wealth | 6,558 | $313.0K | 0.06% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 6,563 | $313.0K | 0.10% | +293+4.7% | Added |
| Seizert Capital Partners, LLC | 6,528 | $311.0K | 0.01% | −98,271−93.8% | Reduced |
| Financial Architects, Inc | 6,533 | $311.0K | 0.04% | +129+2.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $310.0K | 0.10% | −6,000−48.0% | Reduced |
| Resources Management Corp | 6,478 | $309.0K | 0.04% | −1,700−20.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,469 | $308.0K | 0.09% | +6,469 | New |
| BCJ Capital Management, LLC | 6,434 | $307.0K | 0.03% | −851−11.7% | Reduced |
| Townsend Asset Management Corp | 6,437 | $307.0K | 0.17% | −597−8.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,439 | $307.0K | 0.17% | 00.0% | Unchanged |
| TSFG, LLC | 6,440 | $307.0K | 0.12% | +13+0.2% | Added |
| BLB&B Advisors, LLC | 6,423 | $306.0K | 0.02% | −50−0.8% | Reduced |
| Mezzasalma Advisors, LLC | 6,424 | $306.0K | 0.17% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 6,412 | $306.0K | 0.01% | +455+7.6% | Added |
| Kore Private Wealth LLC | 6,428 | $306.0K | 0.03% | +6,428 | New |
| Tempus Wealth Planning, LLC | 6,395 | $305.0K | 0.20% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 6,380 | $304.0K | 0.01% | −525−7.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 6,395 | $304.0K | 0.08% | +965+17.8% | Added |
| Insight Advisors, LLC | 6,340 | $303.0K | 0.10% | −1,966−23.7% | Reduced |
| Patriot Investment Management Inc. | 6,361 | $303.0K | 0.03% | +168+2.7% | Added |
| Bristlecone Advisors, LLC | 6,344 | $302.0K | 0.04% | +66+1.1% | Added |
| Webster Bank, N. A. | 6,309 | $301.0K | 0.03% | −90−1.4% | Reduced |
| Proficio Capital Partners LLC | 6,300 | $300.0K | 0.04% | −81−1.3% | Reduced |
| WealthTrust Axiom LLC | 6,298 | $300.0K | 0.10% | +7+0.1% | Added |
| Citizens & Northern Corp | 6,255 | $298.0K | 0.11% | 00.0% | Unchanged |
| Tower Bridge Advisors | 6,249 | $298.0K | 0.02% | −600−8.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,221 | $297.0K | 0.03% | −200−3.1% | Reduced |
| Mitchell Sinkler & Starr | 6,222 | $297.0K | 0.27% | 00.0% | Unchanged |
| Terry L. Blaker | 6,209 | $296.0K | 0.02% | −10,730−63.3% | Reduced |
| Arrow Financial Corp | 6,231 | $296.0K | 0.04% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 6,210 | $296.0K | 0.07% | −26−0.4% | Reduced |
| One Charles Private Wealth Services, LLC | 6,218 | $296.0K | 0.20% | +6,218 | New |
| Financial Management Professionals, Inc. | 6,190 | $295.0K | 0.08% | −98−1.6% | Reduced |
| WMS Partners, LLC | 6,180 | $295.0K | 0.04% | +37+0.6% | Added |
| Legacy Wealth Planning, LLC | 6,169 | $294.0K | 0.33% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,173 | $294.0K | 0.14% | +88+1.4% | Added |
| Aberdeen Wealth Management LLC | 6,150 | $293.0K | 0.27% | 00.0% | Unchanged |
| Barr E S & Co | 6,147 | $293.0K | 0.02% | +1,487+31.9% | Added |
| Pegasus Partners Ltd. | 6,111 | $291.0K | 0.06% | −3,795−38.3% | Reduced |
| swisspartners Ltd. | 6,100 | $291.0K | 0.21% | −30−0.5% | Reduced |
| Boston Common Asset Management, LLC | 6,113 | $291.0K | 0.01% | +395+6.9% | Added |
| Silvant Capital Management LLC | 5,966 | $290.0K | 0.05% | 00.0% | Unchanged |
| First National Bank of Omaha | 5,658 | $290.0K | 0.02% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 6,138 | $288.0K | 0.06% | +539+9.6% | Added |
| Summit Financial Strategies, Inc. | 6,044 | $288.0K | 0.06% | +6,044 | New |
| Summit Wealth Partners, LLC | 6,040 | $288.0K | 0.07% | +439+7.8% | Added |
| Sovereign Financial Group, Inc. | 5,577 | $285.0K | 0.17% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 5,980 | $285.0K | 0.06% | +1,199+25.1% | Added |
| Apollon Wealth Management, LLC | 5,960 | $284.0K | 0.05% | +233+4.1% | Added |
| Johnson Midwest Financial, LLC | 5,928 | $283.0K | 0.28% | +98+1.7% | Added |
| AtlasMark Financial, Inc | 5,915 | $282.0K | 0.37% | 00.0% | Unchanged |
| First Citizens Financial Corp | 5,912 | $282.0K | 0.21% | −100−1.7% | Reduced |
| Mayfair Advisory Group, LLC | 5,907 | $282.0K | 0.45% | +372+6.7% | Added |
| Engine No. 1 LLC | 5,906 | $282.0K | 0.08% | +5,906 | New |
| Keystone Financial Group | 5,893 | $281.0K | 0.05% | −231−3.8% | Reduced |
| Cobblestone Capital Advisors LLC | 5,889 | $281.0K | 0.02% | −30−0.5% | Reduced |
| Claro Advisors LLC | 5,898 | $281.0K | 0.13% | −6−0.1% | Reduced |
| Pflug Koory, LLC | 5,880 | $280.0K | 0.15% | +150+2.6% | Added |
| Claraphi Advisory Network, LLC | 5,859 | $279.0K | 0.08% | −164−2.7% | Reduced |
| Domani Wealth, LLC | 5,858 | $279.0K | 0.06% | −11−0.2% | Reduced |
| Wendell David Associates Inc | 5,800 | $277.0K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,820 | $277.0K | 0.03% | +270+4.9% | Added |
| Atlantic Trust, LLC | 2,652 | $277.0K | 0.18% | −2,748−50.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 5,798 | $276.0K | 0.00% | −476−7.6% | Reduced |
| Garde Capital, Inc. | 5,760 | $275.0K | 0.03% | +4+0.1% | Added |
| ARS Wealth Advisors, LLC | 5,772 | $275.0K | 0.05% | +610+11.8% | Added |
| Teamwork Financial Advisors, LLC | 5,758 | $275.0K | 0.06% | +5,758 | New |
| Planned Solutions, Inc. | 5,730 | $273.0K | 0.19% | +30+0.5% | Added |
| Cannell Peter B & Co Inc | 5,715 | $272.0K | 0.01% | −260−4.4% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 5,697 | $272.0K | 0.09% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 5,600 | $272.0K | 0.04% | 00.0% | Unchanged |
| NTV Asset Management LLC | 5,665 | $270.0K | 0.05% | 00.0% | Unchanged |
| Stonnington Group, LLC | 5,800 | $269.0K | 0.06% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 5,617 | $268.0K | 0.09% | −19−0.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 5,604 | $267.0K | 0.09% | −22−0.4% | Reduced |
| Bienville Capital Management, LLC | 5,500 | $267.0K | 0.09% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 5,590 | $267.0K | 0.09% | +5,590 | New |
| Whitener Capital Management, Inc. | 5,567 | $265.0K | 0.11% | −100−1.8% | Reduced |
| Fairfield, Bush & Co. | 5,568 | $265.0K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,568 | $265.0K | 0.03% | 00.0% | Unchanged |
| White Pine Investment CO | 5,550 | $265.0K | 0.09% | 00.0% | Unchanged |