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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 2,091 | $99.0K | 0.03% | −144−6.4% | Reduced |
| Proffitt & Goodson Inc | 2,035 | $97.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,032 | $97.0K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,000 | $95.0K | 0.06% | −300−13.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 2,000 | $95.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,992 | $95.0K | 0.01% | +249+14.3% | Added |
| McClarren Financial Advisors, Inc. | 1,991 | $94.0K | 0.08% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,943 | $93.0K | 0.02% | −154−7.3% | Reduced |
| Sawyer & Company, Inc | 1,950 | $93.0K | 0.04% | +100+5.4% | Added |
| Firestone Capital Management | 1,940 | $92.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,912 | $91.0K | 0.06% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,875 | $89.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,855 | $88.0K | 0.03% | −481−20.6% | Reduced |
| Lake Point Wealth Management | 1,710 | $82.0K | 0.04% | +1,710 | New |
| Pinnacle Holdings, LLC | 1,686 | $80.4K | 0.04% | +1,686 | New |
| Clearview Wealth Advisors LLC | 1,623 | $77.0K | 0.05% | −173−9.6% | Reduced |
| Accel Wealth Management | 1,619 | $77.0K | 0.05% | −24−1.5% | Reduced |
| Sierra Capital LLC | 1,588 | $76.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,600 | $76.0K | 0.09% | +1,600 | New |
| Capital Directions Investment Advisors, LLC | 1,520 | $72.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 1,500 | $72.0K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Management (UK) Ltd | 1,500 | $72.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,500 | $72.0K | 0.05% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,500 | $72.0K | 0.03% | +1,500 | New |
| Timber Creek Capital Management LLC | 1,440 | $68.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,425 | $68.0K | 0.04% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,424 | $68.0K | 0.03% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,398 | $67.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,396 | $67.0K | 0.05% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,370 | $66.0K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,383 | $65.9K | 0.02% | +50+3.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,370 | $65.0K | 0.01% | −30−2.1% | Reduced |
| Global Trust Asset Management, LLC | 1,364 | $65.0K | 0.03% | +250+22.4% | Added |
| JFS Wealth Advisors, LLC | 1,340 | $64.0K | 0.01% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 1,322 | $63.0K | 0.01% | +1,322 | New |
| Waycross Partners, LLC | 1,295 | $62.0K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,220 | $58.2K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,215 | $58.0K | 0.03% | +1,215 | New |
| Strategic Blueprint, LLC | 1,214 | $58.0K | 0.01% | +1,214 | New |
| Stephenson National Bank & Trust | 1,200 | $57.0K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 1,190 | $57.0K | 0.02% | 00.0% | Unchanged |
| Bleichroeder LP | 1,200 | $57.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,197 | $57.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,193 | $57.0K | 0.03% | +4+0.3% | Added |
| Baystate Wealth Management LLC | 1,195 | $57.0K | 0.01% | +341+39.9% | Added |
| Jefferies Group LLC | 1,156 | $55.1K | 0.00% | +1,156 | New |
| Newton One Investments LLC | 1,159 | $55.0K | 0.04% | +670+137.0% | Added |
| Tradewinds Capital Management, LLC | 1,132 | $54.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 1,140 | $54.0K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,012 | $48.0K | 0.02% | +7+0.7% | Added |
| Ironwood Financial, llc | 1,012 | $48.0K | 0.01% | +69+7.3% | Added |
| FNY Investment Advisers, LLC | 1,000 | $47.0K | 0.02% | +1,000 | New |
| Corsicana & Co. | 963 | $46.0K | 0.03% | +963 | New |
| Earnest Partners LLC | 940 | $45.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 800 | $38.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 800 | $38.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 800 | $38.0K | 0.01% | +648+426.3% | Added |
| Vigilant Capital Management, LLC | 803 | $38.0K | 0.00% | +803 | New |
| Addison Advisors LLC | 803 | $38.0K | 0.03% | +803 | New |
| Halpern Financial, Inc. | 792 | $37.8K | 0.02% | −100−11.2% | Reduced |
| West Paces Advisors Inc. | 786 | $37.5K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 765 | $36.0K | 0.03% | −316−29.2% | Reduced |
| Baron Financial Group, LLC | 700 | $33.4K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 687 | $33.0K | 0.00% | −108−13.6% | Reduced |
| Tortoise Investment Management, LLC | 656 | $31.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 645 | $31.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 622 | $30.0K | 0.01% | +402+182.7% | Added |
| Providence Capital Advisors, LLC | 577 | $28.0K | 0.01% | −275−32.3% | Reduced |
| JNBA Financial Advisors | 581 | $28.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 588 | $28.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 582 | $28.0K | 0.01% | +5+0.9% | Added |
| Bellwether Advisors, LLC | 573 | $27.0K | 0.01% | +254+79.6% | Added |
| Centerpoint Advisors, LLC | 550 | $26.0K | 0.01% | +300+120.0% | Added |
| Alaethes Wealth LLC | 535 | $26.0K | 0.02% | +535 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 534 | $25.5K | 0.03% | 00.0% | Unchanged |
| Exane Derivatives | 539 | $25.2K | 0.01% | +117+27.7% | Added |
| Regency Capital Management Inc. | 520 | $25.0K | 0.02% | −165−24.1% | Reduced |
| Isthmus Partners, LLC | 522 | $25.0K | 0.00% | +522 | New |
| Gleason Group, Inc. | 496 | $24.0K | 0.01% | +9+1.8% | Added |
| Country Trust Bank | 475 | $23.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 472 | $23.0K | 0.01% | +7+1.5% | Added |
| Freedman Financial Associates, Inc. | 455 | $22.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 471 | $22.0K | 0.00% | +471 | New |
| Founders Capital Management | 439 | $21.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 437 | $21.0K | 0.02% | +6+1.4% | Added |
| Core Alternative Capital | 423 | $20.0K | 0.00% | −45,435−99.1% | Reduced |
| Ogorek Anthony Joseph | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Personal Wealth Partners | 397 | $19.0K | 0.01% | +397 | New |
| Hanson & Doremus Investment Management | 464 | $18.0K | 0.01% | −51−9.9% | Reduced |
| TD Capital Management LLC | 383 | $18.0K | 0.00% | +1+0.3% | Added |
| Resolute Partners Group | 364 | $18.0K | 0.00% | +11+3.1% | Added |
| Phoenix Wealth Advisors | 372 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 350 | $17.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 360 | $17.0K | 0.01% | +360 | New |
| Loomis Sayles & Co L P | 346 | $16.0K | 0.00% | −31,289−98.9% | Reduced |
| Perennial Advisors, LLC | 329 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 305 | $15.0K | 0.00% | −1,069−77.8% | Reduced |