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; 2,575 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 136,548 | $6.51M | 0.79% | +3,568+2.7% | Added |
| Whittier Trust Co | 136,329 | $6.50M | 0.12% | −2,452−1.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 135,766 | $6.47M | 0.15% | +3,808+2.9% | Added |
| Freestone Capital Holdings, LLC | 135,110 | $6.44M | 0.32% | +1,311+1.0% | Added |
| American National Insurance Co | 135,050 | $6.44M | 0.24% | −195−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 134,043 | $6.39M | 0.03% | −13,680−9.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 132,099 | $6.30M | 1.97% | −1,640−1.2% | Reduced |
| Cetera Investment Advisers | 131,613 | $6.28M | 0.10% | −5,766−4.2% | Reduced |
| Quinn Opportunity Partners LLC | 130,805 | $6.24M | 0.39% | −216,399−62.3% | Reduced |
| Regions Financial Corp | 128,704 | $6.14M | 0.05% | −10,797−7.7% | Reduced |
| CIBC World Markets Corp | 128,494 | $6.13M | 0.04% | −736,382−85.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 128,710 | $6.05M | 0.23% | −3,525−2.7% | Reduced |
| IFM Investors Pty Ltd | 126,222 | $6.02M | 0.12% | +41,654+49.3% | Added |
| Edmond de Rothschild Holding S.A. | 125,500 | $5.98M | 0.14% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 125,200 | $5.97M | 2.74% | +1,275+1.0% | Added |
| Bard Financial Services, Inc. | 124,946 | $5.96M | 0.53% | +2,787+2.3% | Added |
| Valley National Advisers Inc | 124,684 | $5.95M | 1.09% | +7,282+6.2% | Added |
| Spears Abacus Advisors LLC | 123,925 | $5.91M | 0.42% | +111,630+907.9% | Added |
| New Mexico Educational Retirement Board | 123,895 | $5.91M | 0.20% | +6,400+5.4% | Added |
| Palladium Partners LLC | 122,612 | $5.85M | 0.28% | −3,905−3.1% | Reduced |
| Banque Cantonale Vaudoise | 121,275 | $5.78M | 0.26% | +6,629+5.8% | Added |
| Sowell Financial Services LLC | 116,321 | $5.64M | 0.37% | −76,368−39.6% | Reduced |
| Daiwa Securities Group Inc. | 118,363 | $5.64M | 0.04% | −390−0.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 116,862 | $5.57M | 2.10% | +16,301+16.2% | Added |
| Grassi Investment Management | 116,636 | $5.56M | 0.60% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 115,931 | $5.53M | 0.09% | +115,931 | New |
| Johnson Financial Group, Inc. | 115,781 | $5.52M | 0.36% | −1,343−1.1% | Reduced |
| Louisiana State Employees Retirement System | 115,400 | $5.50M | 0.13% | +200+0.2% | Added |
| Keystone Financial Planning, Inc. | 115,376 | $5.50M | 1.99% | −3,298−2.8% | Reduced |
| Rockefeller Capital Management L.P. | 114,216 | $5.45M | 0.03% | +20,910+22.4% | Added |
| Panagora Asset Management Inc | 112,572 | $5.37M | 0.03% | +28,694+34.2% | Added |
| Wealthfront Advisers LLC | 111,493 | $5.32M | 0.03% | −1,652−1.5% | Reduced |
| Motco | 111,290 | $5.31M | 0.35% | +7,356+7.1% | Added |
| Kingsview Wealth Management, LLC | 110,571 | $5.29M | 0.26% | +11,862+12.0% | Added |
| Beacon Financial Group | 111,114 | $5.25M | 0.75% | −1,129−1.0% | Reduced |
| Kentucky Retirement Systems | 107,765 | $5.14M | 0.24% | +392+0.4% | Added |
| Quantitative Investment Management, LLC | 107,769 | $5.14M | 0.46% | +65,851+157.1% | Added |
| Lavaca Capital LLC | 107,443 | $5.12M | 2.64% | +20,006+22.9% | Added |
| Howe & Rusling Inc | 107,010 | $5.10M | 0.64% | −118,012−52.4% | Reduced |
| Hennessy Advisors Inc | 104,500 | $4.98M | 0.28% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 103,776 | $4.95M | 0.70% | +1,271+1.2% | Added |
| Cutler Group LP | 103,380 | $4.93M | 0.37% | +94,194+1,025.4% | Added |
| Weiss Asset Management LP | 103,322 | $4.93M | 0.14% | +103,322 | New |
| MainStreet Investment Advisors LLC | 103,274 | $4.92M | 0.42% | +1,352+1.3% | Added |
| Silvercrest Asset Management Group LLC | 102,738 | $4.90M | 0.03% | −17,923−14.9% | Reduced |
| LVM Capital Management Ltd | 101,519 | $4.84M | 0.74% | +3,167+3.2% | Added |
| Ingalls & Snyder LLC | 100,918 | $4.81M | 0.22% | +653+0.7% | Added |
| National Asset Management, Inc. | 100,411 | $4.80M | 0.16% | −10,112−9.1% | Reduced |
| Hutner Capital Management Inc | 100,264 | $4.78M | 3.06% | −5,055−4.8% | Reduced |
| Mechanics Bank Trust Department | 99,817 | $4.76M | 0.78% | −7,840−7.3% | Reduced |
| AE Wealth Management LLC | 99,761 | $4.76M | 0.04% | +6,980+7.5% | Added |
| Bogart Wealth, LLC | 99,335 | $4.74M | 0.52% | +15,552+18.6% | Added |
| Ar Asset Management Inc | 99,176 | $4.73M | 1.32% | 00.0% | Unchanged |
| Old National Bancorp | 96,520 | $4.60M | 0.17% | +1,648+1.7% | Added |
| Principal Street Partners, LLC | 96,139 | $4.58M | 1.21% | −181,233−65.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 95,496 | $4.55M | 0.35% | +576+0.6% | Added |
| Tudor Investment Corp Et Al | 95,166 | $4.54M | 0.09% | +95,166 | New |
| Pinnacle Financial Partners Inc | 95,007 | $4.53M | 0.18% | +1,152+1.2% | Added |
| Pinnacle Wealth Advisors | 95,007 | $4.53M | 0.18% | +95,007 | New |
| RMB Capital Management, LLC | 94,862 | $4.52M | 0.15% | +6,330+7.1% | Added |
| Capital Bank & Trust Co | 94,346 | $4.50M | 0.05% | −13,838−12.8% | Reduced |
| Heritage Wealth Advisors | 93,637 | $4.46M | 0.27% | −6,927−6.9% | Reduced |
| Visionary Wealth Advisors | 93,353 | $4.45M | 0.45% | +1,804+2.0% | Added |
| Kestra Private Wealth Services, LLC | 92,559 | $4.41M | 0.27% | −11,669−11.2% | Reduced |
| American Research & Management Co. | 92,119 | $4.39M | 1.00% | +4,124+4.7% | Added |
| HAP Trading, LLC | 91,432 | $4.36M | 0.27% | −90,253−49.7% | Reduced |
| Sage Capital Advisors,llc | 91,622 | $4.34M | 1.77% | +9,216+11.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 90,486 | $4.31M | 1.55% | +4,209+4.9% | Added |
| Insight Folios Inc | 90,341 | $4.31M | 2.53% | +3,717+4.3% | Added |
| Agf Investments Inc. | 89,753 | $4.28M | 0.03% | −10,337−10.3% | Reduced |
| Bridges Investment Management Inc | 89,723 | $4.28M | 0.13% | −3,583−3.8% | Reduced |
| Geneos Wealth Management Inc. | 90,000 | $4.28M | 0.17% | −7,353−7.6% | Reduced |
| Capstone Investment Advisors, LLC | 88,320 | $4.21M | 0.10% | −53,574−37.8% | Reduced |
| Concorde Asset Management, LLC | 87,874 | $4.19M | 2.35% | +19,608+28.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 87,657 | $4.18M | 2.72% | +1,494+1.7% | Added |
| Nomura Holdings Inc | 85,413 | $4.12M | 0.03% | +67,018+364.3% | Added |
| Empowered Funds, LLC | 85,709 | $4.09M | 0.52% | +85,709 | New |
| Snowden Capital Advisors LLC | 85,650 | $4.08M | 0.20% | +870+1.0% | Added |
| Baugh & Associates, LLC | 85,627 | $4.08M | 2.53% | −1,200−1.4% | Reduced |
| F3Logic, LLC | 85,582 | $4.08M | 0.50% | +27,694+47.8% | Added |
| Cubist Systematic Strategies, LLC | 85,182 | $4.06M | 0.05% | +42,035+97.4% | Added |
| DuPont Capital Management Corp | 84,664 | $4.04M | 0.10% | +57,453+211.1% | Added |
| Park Avenue Securities LLC | 84,330 | $4.02M | 0.09% | +4,095+5.1% | Added |
| Clark Estates Inc | 83,900 | $4.00M | 0.52% | −175,000−67.6% | Reduced |
| Gofen & Glossberg LLC | 83,752 | $3.99M | 0.09% | −2,707−3.1% | Reduced |
| Harbour Investments, Inc. | 83,550 | $3.98M | 0.13% | −542−0.6% | Reduced |
| Pensionfund DSM Netherlands | 83,000 | $3.96M | 0.51% | −8,000−8.8% | Reduced |
| Canal Capital Management, LLC | 82,655 | $3.94M | 1.14% | +2,647+3.3% | Added |
| Boyer & Corporon Wealth Management, LLC | 82,188 | $3.92M | 1.16% | +1,523+1.9% | Added |
| CFM Wealth Partners LLC | 82,144 | $3.92M | 1.04% | +194+0.2% | Added |
| V2 Financial group LLC | 80,338 | $3.83M | 3.25% | −3,743−4.5% | Reduced |
| Magnetar Financial LLC | 80,283 | $3.83M | 0.04% | +80,283 | New |
| Lowe Brockenbrough & Co Inc | 80,033 | $3.82M | 0.34% | −477−0.6% | Reduced |
| Venture Visionary Partners LLC | 79,541 | $3.79M | 0.30% | +816+1.0% | Added |
| Eastover Investment Advisors LLC | 79,332 | $3.78M | 2.46% | +3,943+5.2% | Added |
| Murphy Capital Management Inc | 78,900 | $3.76M | 0.43% | −1,446−1.8% | Reduced |
| Heritage Trust Co | 78,830 | $3.76M | 0.54% | −2,416−3.0% | Reduced |
| Salem Investment Counselors Inc | 78,133 | $3.73M | 0.21% | +28,405+57.1% | Added |
| NorthCoast Asset Management LLC | 77,606 | $3.70M | 0.13% | +15,953+25.9% | Added |
| Pendal Group Limited | 77,441 | $3.69M | 0.03% | +77,441 | New |