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 |
|---|---|---|---|---|---|
| Mark Stevens | 5,552 | $264.0K | 0.03% | −539−8.8% | Reduced |
| Evermay Wealth Management LLC | 5,539 | $264.0K | 0.05% | −122−2.2% | Reduced |
| Toth Financial Advisory Corp | 5,532 | $264.0K | 0.04% | −103−1.8% | Reduced |
| V Wealth Advisors LLC | 5,554 | $264.0K | 0.04% | +691+14.2% | Added |
| Nadler Financial Group, Inc. | 5,545 | $264.0K | 0.04% | +1,113+25.1% | Added |
| Financial Engines Advisors L.L.C. | 5,428 | $263.0K | 0.00% | −804−12.9% | Reduced |
| Northwest Wealth Management, LLC | 5,519 | $263.0K | 0.14% | +5,519 | New |
| Charter Trust Co | 5,500 | $262.0K | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,465 | $261.0K | 0.07% | +503+10.1% | Added |
| West Family Investments, Inc. | 5,478 | $261.0K | 0.07% | +5,478 | New |
| Gilman Hill Asset Management, LLC | 5,410 | $258.0K | 0.07% | +5,410 | New |
| Arvest Bank Trust Division | 5,419 | $258.0K | 0.01% | +5,419 | New |
| Intelligence Driven Advisers, LLC | 5,415 | $258.0K | 0.05% | +5,415 | New |
| RiverFront Investment Group, LLC | 5,386 | $257.0K | 0.01% | +207+4.0% | Added |
| First Financial Corp | 5,350 | $255.0K | 0.17% | −726−11.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,261 | $255.0K | 0.03% | −23−0.4% | Reduced |
| Ellsworth Advisors, LLC | 5,347 | $255.0K | 0.12% | 00.0% | Unchanged |
| Univest Financial Corp | 5,330 | $254.0K | 0.07% | 00.0% | Unchanged |
| Madden Securities Corp | 5,306 | $253.0K | 0.13% | −50−0.9% | Reduced |
| Saratoga Research & Investment Management | 5,300 | $253.0K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,297 | $253.0K | 0.04% | +5,297 | New |
| Tarbox Family Office, Inc. | 5,291 | $252.0K | 0.05% | −63−1.2% | Reduced |
| Indiana Trust & Investment Management CO | 6,139 | $252.0K | 0.14% | +6,139 | New |
| Heartland Bank & Trust Co | 5,260 | $251.0K | 0.23% | −750−12.5% | Reduced |
| Ramsey Quantitative Systems | 5,260 | $251.0K | 1.38% | +5,260 | New |
| Edgemoor Investment Advisors, Inc. | 5,236 | $250.0K | 0.02% | 00.0% | Unchanged |
| Round Table Services, LLC | 5,215 | $249.0K | 0.05% | −41−0.8% | Reduced |
| Capital Investment Counsel, Inc | 5,226 | $249.0K | 0.06% | +450+9.4% | Added |
| Jacobs & Co | 5,210 | $248.0K | 0.03% | −1,000−16.1% | Reduced |
| KMG Fiduciary Partners, LLC | 5,204 | $248.0K | 0.04% | +55+1.1% | Added |
| Smith Anglin Financial, LLC | 5,202 | $248.0K | 0.05% | +74+1.4% | Added |
| Aspen Investment Management Inc | 5,190 | $247.0K | 0.13% | 00.0% | Unchanged |
| RB Capital Management, LLC | 5,169 | $246.0K | 0.09% | −37−0.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 5,155 | $246.0K | 0.17% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,152 | $246.0K | 0.05% | +5,152 | New |
| Arq Wealth Advisors, LLC | 5,153 | $246.0K | 0.16% | +5,153 | New |
| TownSquare Capital, LLC | 5,258 | $245.0K | 0.01% | +571+12.2% | Added |
| N.E.W. Advisory Services LLC | 5,125 | $244.0K | 0.04% | −309−5.7% | Reduced |
| Woodmont Investment Counsel LLC | 5,125 | $244.0K | 0.04% | −200−3.8% | Reduced |
| Smithfield Trust Co | 5,128 | $244.0K | 0.02% | +100+2.0% | Added |
| Sutton Wealth Advisors Inc. | 5,111 | $243.7K | 0.09% | −590−10.3% | Reduced |
| Weather Gauge Advisory, LLC | 5,101 | $243.0K | 0.28% | −172−3.3% | Reduced |
| Well Done, LLC | 5,094 | $243.0K | 0.05% | +97+1.9% | Added |
| HYA Advisors, Inc | 5,091 | $243.0K | 0.10% | +257+5.3% | Added |
| Coastal Capital Group, Inc. | 5,082 | $242.0K | 0.06% | +89+1.8% | Added |
| Krilogy Financial LLC | 5,080 | $242.0K | 0.02% | +208+4.3% | Added |
| Wealth Alliance | 5,036 | $240.0K | 0.06% | −1,181−19.0% | Reduced |
| State of Wyoming | 5,045 | $240.0K | 0.15% | +3,434+213.2% | Added |
| Trustco Bank Corp N Y | 5,016 | $239.0K | 0.21% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 5,003 | $239.0K | 0.02% | +335+7.2% | Added |
| Greenhouse Wealth Management, LLC | 4,992 | $238.0K | 0.22% | −3,893−43.8% | Reduced |
| Absher Wealth Management, LLC | 4,998 | $238.0K | 0.04% | +107+2.2% | Added |
| Affinity Capital Advisors, LLC | 4,989 | $238.0K | 0.08% | +440+9.7% | Added |
| First Horizon Corp | 4,977 | $237.0K | 0.02% | −167−3.2% | Reduced |
| Harbor Investment Advisory, LLC | 4,973 | $237.0K | 0.03% | −33−0.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,953 | $236.0K | 0.03% | −642−11.5% | Reduced |
| Retirement Group, LLC | 4,948 | $236.0K | 0.11% | +11+0.2% | Added |
| Donald L. Hagan, LLC | 4,931 | $235.0K | 0.14% | −55−1.1% | Reduced |
| Fosun International Ltd | 5,000 | $234.0K | 0.01% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 4,900 | $234.0K | 0.32% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 4,890 | $233.0K | 0.07% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 4,881 | $233.0K | 0.01% | +4,881 | New |
| Asset Management Corp | 4,876 | $232.0K | 0.15% | −67−1.4% | Reduced |
| Sonata Capital Group Inc | 4,864 | $232.0K | 0.11% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $232.0K | 0.25% | – | – |
| Sculati Wealth Management, LLC | 4,842 | $231.0K | 0.12% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 4,847 | $231.0K | 0.12% | +83+1.7% | Added |
| Versant Capital Management, Inc | 4,833 | $230.0K | 0.09% | −769−13.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 4,908 | $230.0K | 0.07% | +92+1.9% | Added |
| Cooper Financial Group | 4,831 | $230.0K | 0.05% | +13+0.3% | Added |
| First United Bank Trust | 4,821 | $230.0K | 0.10% | +110+2.3% | Added |
| Childress Capital Advisors, LLC | 4,827 | $230.0K | 0.10% | +99+2.1% | Added |
| Sageworth Trust Co | 4,828 | $230.0K | 0.02% | +4,828 | New |
| Pathstone Family Office, LLC | 4,808 | $230.0K | 0.01% | +4,808 | New |
| Birch Hill Investment Advisors LLC | 4,800 | $229.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,798 | $229.0K | 0.05% | +5+0.1% | Added |
| Corrigan Financial, Inc. | 4,782 | $228.0K | 0.07% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 4,772 | $228.0K | 0.07% | +659+16.0% | Added |
| Lehman & Derafelo Financial Resources LLC | 4,764 | $227.0K | 0.06% | −395−7.7% | Reduced |
| Chilton Capital Management LLC | 4,768 | $227.0K | 0.01% | +553+13.1% | Added |
| Aua Capital Management, LLC | 4,750 | $226.0K | 0.14% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,726 | $225.0K | 0.02% | +67+1.4% | Added |
| Day & Ennis, LLC | 4,728 | $225.0K | 0.08% | +312+7.1% | Added |
| AMG National Trust Bank | 4,697 | $224.0K | 0.01% | −1,720−26.8% | Reduced |
| Private Capital Group, LLC | 4,607 | $224.0K | 0.05% | +827+21.9% | Added |
| Wagner Wealth Management, LLC | 4,668 | $223.0K | 0.16% | −1,618−25.7% | Reduced |
| Cranbrook Wealth Management, LLC | 4,686 | $223.0K | 0.05% | +9+0.2% | Added |
| Hexagon Capital Partners LLC | 4,676 | $223.0K | 0.06% | +1,434+44.2% | Added |
| Wealth Management Associates, Inc. | 4,639 | $221.2K | 0.13% | −2,189−32.1% | Reduced |
| Bragg Financial Advisors, Inc | 4,635 | $221.0K | 0.01% | −13−0.3% | Reduced |
| Horizon Investment Services, LLC | 4,618 | $220.0K | 0.11% | +100+2.2% | Added |
| Concord Wealth Partners | 4,599 | $219.0K | 0.06% | −668−12.7% | Reduced |
| Sky Investment Group LLC | 4,586 | $219.0K | 0.05% | −125−2.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 4,574 | $218.0K | 0.02% | 00.0% | Unchanged |
| SOL Capital Management CO | 4,560 | $217.0K | 0.04% | +256+5.9% | Added |
| Graypoint LLC | 4,553 | $217.0K | 0.03% | +4,553 | New |
| San Francisco Sentry Investment Group (Ca) | 4,525 | $216.0K | 0.11% | −25−0.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,525 | $216.0K | 0.02% | +4,525 | New |
| Engrave Wealth Partners LLC | 4,539 | $216.0K | 0.07% | +4,539 | New |
| Journey Advisory Group, LLC | 4,531 | $216.0K | 0.07% | +4,531 | New |