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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 4,516 | $215.0K | 0.04% | +100+2.3% | Added |
| Act Wealth Management, LLC | 4,497 | $214.0K | 0.13% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,466 | $213.0K | 0.00% | +4,466 | New |
| Virtu Financial LLC | 4,474 | $213.0K | 0.02% | +4,474 | New |
| Courier Capital LLC | 4,437 | $212.0K | 0.02% | −90−2.0% | Reduced |
| YHB Investment Advisors, Inc. | 4,428 | $211.0K | 0.02% | +20.0% | Added |
| Vestor Capital, LLC | 4,430 | $211.0K | 0.02% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,426 | $211.0K | 0.03% | +182+4.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,400 | $210.0K | 0.02% | 00.0% | Unchanged |
| Truepoint, Inc. | 4,400 | $210.0K | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,396 | $210.0K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,412 | $210.0K | 0.05% | +414+10.4% | Added |
| Dorsey & Whitney Trust CO LLC | 4,356 | $208.0K | 0.02% | −2,942−40.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 4,372 | $208.0K | 0.00% | −50−1.1% | Reduced |
| Cubic Asset Management, LLC | 4,368 | $208.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,355 | $208.0K | 0.14% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 4,353 | $208.0K | 0.06% | +10.0% | Added |
| Rothschild & Co Wealth Management UK Ltd | 4,365 | $208.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,370 | $208.0K | 0.02% | +88+2.1% | Added |
| MBA Advisors LLC | 4,367 | $208.0K | 0.16% | +4,367 | New |
| Vivaldi Capital Management, LLC | 4,266 | $207.0K | 0.04% | −55−1.3% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 4,319 | $206.0K | 0.19% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 4,303 | $206.0K | 0.30% | 00.0% | Unchanged |
| Weaver Consulting Group | 4,292 | $205.0K | 0.12% | −185−4.1% | Reduced |
| Thoroughbred Financial Services, LLC | 4,305 | $205.0K | 0.05% | +194+4.7% | Added |
| Old North State Trust, LLC | 4,304 | $205.0K | 0.15% | +2,531+142.8% | Added |
| Pantheon Investment Group, LLC | 4,273 | $204.0K | 0.17% | −900−17.4% | Reduced |
| Eagle Asset Management Inc | 4,298 | $204.0K | 0.00% | −67−1.5% | Reduced |
| SNS Financial Group, LLC | 4,276 | $204.0K | 0.03% | +12+0.3% | Added |
| Powell Investment Advisors, LLC | 4,180 | $203.0K | 0.12% | −825−16.5% | Reduced |
| BancorpSouth Bank | 4,263 | $203.0K | 0.03% | −483−10.2% | Reduced |
| Detalus Advisors, LLC | 4,250 | $203.0K | 0.11% | −465−9.9% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,275 | $203.0K | 0.12% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,257 | $203.0K | 0.07% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 4,251 | $202.0K | 0.08% | −240−5.3% | Reduced |
| Baldwin Investment Management, LLC | 4,242 | $202.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Management Group, LLC | 4,209 | $201.0K | 0.07% | −4,140−49.6% | Reduced |
| Howard Financial Services, Ltd. | 4,200 | $200.0K | 0.08% | −2,303−35.4% | Reduced |
| Chickasaw Capital Management LLC | 4,200 | $200.0K | 0.01% | +4,200 | New |
| Jackson, Grant Investment Advisers, Inc. | 4,172 | $199.0K | 0.09% | +39+0.9% | Added |
| Harvest Fund Management Co., Ltd | 4,165 | $199.0K | 0.02% | +668+19.1% | Added |
| Sugarloaf Wealth Management, LLC | 4,632 | $197.0K | 0.05% | −160−3.3% | Reduced |
| Elmwood Wealth Management, Inc. | 4,047 | $193.0K | 0.10% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 3,964 | $191.0K | 0.04% | +6+0.2% | Added |
| Gemmer Asset Management LLC | 3,995 | $190.0K | 0.03% | −61−1.5% | Reduced |
| Cypress Capital Management LLC (WY) | 3,900 | $189.0K | 0.15% | −650−14.3% | Reduced |
| Enterprise Financial Services Corp | 3,939 | $188.0K | 0.03% | +32+0.8% | Added |
| SRS Capital Advisors, Inc. | 3,943 | $188.0K | 0.03% | +3,943 | New |
| Piscataqua Savings Bank | 3,732 | $178.0K | 0.15% | −35−0.9% | Reduced |
| Roble, Belko & Company, Inc | 3,729 | $178.0K | 0.04% | +50+1.4% | Added |
| Bellevue Asset Management, LLC | 3,706 | $177.0K | 0.11% | +107+3.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,708 | $177.0K | 0.03% | +3,708 | New |
| Stonebridge Capital Advisors LLC | 3,683 | $176.0K | 0.02% | −200−5.2% | Reduced |
| Ade, LLC | 3,644 | $174.0K | 0.16% | −123−3.3% | Reduced |
| Parisi Gray Wealth Management | 3,633 | $173.0K | 0.06% | +3,633 | New |
| Acropolis Investment Management, LLC | 3,605 | $172.0K | 0.02% | −250−6.5% | Reduced |
| Beck Bode, LLC | 3,617 | $172.0K | 0.05% | +3,617 | New |
| Heritage Wealth Management, LLC | 3,535 | $169.0K | 0.06% | −180−4.8% | Reduced |
| West Oak Capital, LLC | 3,535 | $169.0K | 0.07% | 00.0% | Unchanged |
| CNB Bank | 3,485 | $166.0K | 0.10% | +591+20.4% | Added |
| Acima Private Wealth, LLC | 3,452 | $165.0K | 0.08% | 00.0% | Unchanged |
| First Command Bank | 3,383 | $161.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 3,383 | $161.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,369 | $161.0K | 0.00% | +497+17.3% | Added |
| Gables Capital Management Inc. | 3,358 | $160.0K | 0.11% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,296 | $159.0K | 0.13% | +3,296 | New |
| Charter Oak Capital Management, LLC | 3,300 | $157.0K | 0.02% | −75−2.2% | Reduced |
| Laurel Wealth Advisors LLC | 3,205 | $153.0K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,167 | $151.0K | 0.04% | −386−10.9% | Reduced |
| Central Bank & Trust Co | 3,155 | $151.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,111 | $148.0K | 0.07% | −100−3.1% | Reduced |
| Logan Capital Management Inc | 3,010 | $144.0K | 0.01% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 3,000 | $143.0K | 0.03% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,970 | $142.0K | 0.10% | −35−1.2% | Reduced |
| Pin Oak Investment Advisors Inc | 2,947 | $141.0K | 0.14% | +100+3.5% | Added |
| Zions Bancorporation, N.A. | 2,941 | $140.0K | 0.01% | −47−1.6% | Reduced |
| Aspire Private Capital, LLC | 2,937 | $140.0K | 0.04% | +700+31.3% | Added |
| Creative Financial Designs Inc | 2,896 | $138.0K | 0.02% | −27−0.9% | Reduced |
| Capital Advisors, Ltd. LLC | 2,895 | $138.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,791 | $133.0K | 0.05% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,783 | $133.0K | 0.07% | +50+1.8% | Added |
| AdvisorShares Investments LLC | 2,670 | $127.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 2,646 | $127.0K | 0.07% | +150+6.0% | Added |
| Global Financial Private Client, LLC | 2,622 | $125.4K | 0.07% | +4+0.2% | Added |
| AlphaMark Advisors, LLC | 2,622 | $125.0K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,615 | $125.0K | 0.03% | +123+4.9% | Added |
| tru Independence LLC | 2,617 | $125.0K | 0.04% | +2,617 | New |
| Veritas Investment Partners (UK) Ltd. | 2,600 | $124.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,586 | $123.0K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 2,590 | $123.0K | 0.02% | +469+22.1% | Added |
| Hudock, Inc. | 2,570 | $122.0K | 0.04% | +8+0.3% | Added |
| Pacific Center for Financial Services | 2,553 | $122.0K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,522 | $120.0K | 0.04% | 00.0% | Unchanged |
| Norway Savings Bank | 2,489 | $119.0K | 0.06% | −50−2.0% | Reduced |
| Center for Financial Planning, Inc. | 2,416 | $115.0K | 0.03% | −1,017−29.6% | Reduced |
| Carolinas Wealth Consulting LLC | 2,364 | $115.0K | 0.03% | −749−24.1% | Reduced |
| Field & Main Bank | 2,400 | $114.0K | 0.07% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 2,311 | $110.0K | 0.00% | +602+35.2% | Added |
| Islay Capital Management, LLC | 2,288 | $109.0K | 0.09% | −586−20.4% | Reduced |
| Highlander Capital Management, LLC | 2,095 | $100.0K | 0.05% | 00.0% | Unchanged |