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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 77,213 | $3.68M | 0.18% | −2,352−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 77,117 | $3.68M | 0.06% | −25,408−24.8% | Reduced |
| Transcend Wealth Collective, LLC | 76,495 | $3.65M | 0.52% | −7,983−9.4% | Reduced |
| LVW Advisors, LLC | 76,133 | $3.63M | 0.64% | +1,452+1.9% | Added |
| Butensky & Cohen Financial Security, Inc | 75,743 | $3.61M | 1.43% | +1,183+1.6% | Added |
| Dean Investment Associates, LLC | 75,509 | $3.60M | 0.66% | +2,079+2.8% | Added |
| Citizens National Bank Trust Department | 74,462 | $3.55M | 1.02% | −872−1.2% | Reduced |
| Regentatlantic Capital LLC | 74,193 | $3.54M | 0.11% | +14,580+24.5% | Added |
| MUFG Americas Holdings Corp | 74,163 | $3.54M | 0.07% | −2,510−3.3% | Reduced |
| Glenview Trust Co | 73,758 | $3.52M | 0.14% | +1,999+2.8% | Added |
| Marcum Wealth, LLC | 73,305 | $3.50M | 0.57% | −2,614−3.4% | Reduced |
| Fernwood Investment Management, LLC | 73,120 | $3.49M | 1.15% | −355−0.5% | Reduced |
| Sepio Capital, LP | 72,875 | $3.48M | 0.29% | −3,567−4.7% | Reduced |
| Meyer Handelman Co | 72,682 | $3.46M | 0.14% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 72,519 | $3.46M | 0.21% | −4,104−5.4% | Reduced |
| Annex Advisory Services, LLC | 71,723 | $3.42M | 0.28% | −22,056−23.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 71,419 | $3.41M | 0.32% | +1,196+1.7% | Added |
| Laurion Capital Management LP | 70,939 | $3.38M | 0.05% | +70,939 | New |
| American Portfolios Advisors | 70,828 | $3.38M | 0.13% | +2,429+3.6% | Added |
| Poehling Capital Management, LLC | 70,790 | $3.38M | 1.07% | −1,932−2.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 70,729 | $3.37M | 0.01% | +5,959+9.2% | Added |
| Waters Parkerson & Co., LLC | 70,436 | $3.36M | 0.19% | −490−0.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 70,122 | $3.34M | 0.06% | −4,025−5.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 70,019 | $3.34M | 0.01% | +3,779+5.7% | Added |
| Cornercap Investment Counsel Inc | 69,803 | $3.33M | 0.37% | −1,108−1.6% | Reduced |
| Prudential PLC | 69,680 | $3.32M | 0.03% | −236,699−77.3% | Reduced |
| Shilanski & Associates, Inc. | 68,895 | $3.31M | 1.57% | +2,670+4.0% | Added |
| Community Bank & Trust, Waco, Texas | 69,116 | $3.29M | 1.08% | −295−0.4% | Reduced |
| Raymond James Trust N.A. | 68,884 | $3.29M | 0.11% | +3,622+5.5% | Added |
| Scotia Capital Inc. | 68,884 | $3.28M | 0.02% | +3,572+5.5% | Added |
| KWMG, LLC | 70,423 | $3.27M | 0.49% | +2,655+3.9% | Added |
| Edmp, Inc. | 67,751 | $3.23M | 3.39% | +250+0.4% | Added |
| Arnhold LLC | 67,695 | $3.23M | 0.37% | 00.0% | Unchanged |
| Hollencrest Capital Management | 66,592 | $3.18M | 0.29% | +1,087+1.7% | Added |
| Associated Banc-Corp | 66,518 | $3.17M | 0.13% | −4,284−6.1% | Reduced |
| Equitable Holdings, Inc. | 66,318 | $3.16M | 0.05% | +5,045+8.2% | Added |
| Vontobel Holding Ltd. | 67,435 | $3.15M | 0.03% | +22,206+49.1% | Added |
| SeaCrest Wealth Management, LLC | 66,001 | $3.15M | 0.38% | −2,238−3.3% | Reduced |
| Ally Financial Inc. | 66,000 | $3.15M | 0.31% | 00.0% | Unchanged |
| Wright Investors Service Inc | 65,715 | $3.13M | 0.85% | −7,440−10.2% | Reduced |
| Texas Yale Capital Corp. | 65,576 | $3.13M | 0.18% | −50−0.1% | Reduced |
| Formidable Asset Management, LLC | 65,609 | $3.10M | 0.67% | +19,870+43.4% | Added |
| Beacon Pointe Advisors, LLC | 64,906 | $3.10M | 0.11% | +54,256+509.4% | Added |
| Park Circle Co | 64,750 | $3.09M | 2.46% | +12,500+23.9% | Added |
| Hantz Financial Services, Inc. | 64,530 | $3.08M | 0.11% | +4,238+7.0% | Added |
| Pinnacle Associates Ltd | 64,339 | $3.07M | 0.06% | −209−0.3% | Reduced |
| Haverford Trust Co | 63,969 | $3.05M | 0.04% | −3,500−5.2% | Reduced |
| Oxbow Advisors, LLC | 63,951 | $3.05M | 0.32% | +3,622+6.0% | Added |
| Bryn Mawr Trust Co | 63,816 | $3.04M | 0.12% | +1,953+3.2% | Added |
| Trust Co of Virginia | 65,038 | $3.04M | 0.33% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 63,417 | $3.02M | 0.05% | +6,090+10.6% | Added |
| Regal Investment Advisors LLC | 63,310 | $3.02M | 0.30% | +63,310 | New |
| WBI Investments | 63,162 | $3.01M | 0.46% | +57,008+926.4% | Added |
| Meritage Portfolio Management | 62,778 | $2.99M | 0.18% | +19,628+45.5% | Added |
| Cresset Asset Management, LLC | 61,601 | $2.99M | 0.04% | −7,759−11.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 62,636 | $2.99M | 0.12% | −593−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 61,674 | $2.94M | 0.14% | −641−1.0% | Reduced |
| HighPoint Advisor Group LLC | 61,374 | $2.93M | 0.29% | +920+1.5% | Added |
| Winning Points Advisors, LLC | 61,116 | $2.92M | 2.18% | −2,520−4.0% | Reduced |
| Aureus Asset Management, LLC | 61,133 | $2.92M | 0.19% | +61,133 | New |
| Third Security, LLC | 61,000 | $2.91M | 0.41% | +61,000 | New |
| Capital Square, LLC | 61,319 | $2.90M | 2.14% | +2,878+4.9% | Added |
| Verus Financial Partners, Inc. | 61,214 | $2.89M | 0.44% | +997+1.7% | Added |
| Peapack Gladstone Financial Corp | 60,182 | $2.87M | 0.07% | +2,551+4.4% | Added |
| Merit Financial Group, LLC | 60,045 | $2.86M | 0.27% | +302+0.5% | Added |
| Pensionfund Sabic | 60,000 | $2.86M | 0.61% | 00.0% | Unchanged |
| Bessemer Group Inc | 59,969 | $2.86M | 0.01% | −894−1.5% | Reduced |
| FDx Advisors, Inc. | 59,548 | $2.84M | 0.09% | −238−0.4% | Reduced |
| Deltec Asset Management LLC | 59,487 | $2.84M | 0.39% | −7,500−11.2% | Reduced |
| Johnson Investment Counsel Inc | 58,144 | $2.82M | 0.04% | +1,298+2.3% | Added |
| Lincoln National Corp | 59,183 | $2.82M | 0.06% | +2,091+3.7% | Added |
| Parthenon LLC | 58,814 | $2.80M | 0.42% | +3,519+6.4% | Added |
| Avantax Planning Partners, Inc. | 58,756 | $2.80M | 0.13% | +5,396+10.1% | Added |
| Holocene Advisors, LP | 58,247 | $2.78M | 0.02% | −63,122−52.0% | Reduced |
| First National Trust Co | 58,181 | $2.77M | 0.17% | +2,602+4.7% | Added |
| Marshall Wace, LLP | 58,043 | $2.77M | 0.01% | +54,274+1,440.0% | Added |
| Cigna Investments Inc | 57,770 | $2.75M | 0.20% | −9,230−13.8% | Reduced |
| Allianz Asset Management GmbH | 57,740 | $2.75M | 0.00% | +6,936+13.7% | Added |
| Financial Partners Capital Management LLC | 57,625 | $2.75M | 0.50% | 00.0% | Unchanged |
| Pitcairn Co | 56,868 | $2.71M | 0.18% | −535−0.9% | Reduced |
| Edgar Lomax Co | 56,640 | $2.70M | 0.17% | −940−1.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 56,222 | $2.68M | 0.37% | +4,715+9.2% | Added |
| Federation des caisses Desjardins du Quebec | 56,143 | $2.68M | 0.03% | +5,285+10.4% | Added |
| Seeyond | 55,344 | $2.64M | 0.25% | +248+0.5% | Added |
| Stratos Wealth Partners, LTD. | 55,216 | $2.63M | 0.07% | +2,511+4.8% | Added |
| Advisor Partners LLC | 55,207 | $2.62M | 0.17% | +2,769+5.3% | Added |
| Dana Investment Advisors, Inc. | 54,686 | $2.61M | 0.12% | +2,386+4.6% | Added |
| People's United Financial, Inc. | 54,639 | $2.60M | 0.06% | +3,268+6.4% | Added |
| GWM Advisors LLC | 54,520 | $2.60M | 0.07% | +1,103+2.1% | Added |
| Paloma Partners Management Co | 53,864 | $2.57M | 0.07% | +31,744+143.5% | Added |
| Hilltop Holdings Inc. | 53,636 | $2.56M | 0.29% | +20,232+60.6% | Added |
| Mid Atlantic Financial Management Inc | 53,395 | $2.55M | 0.17% | +1,892+3.7% | Added |
| Cornerstone Wealth Group, LLC | 54,238 | $2.54M | 0.52% | +2,673+5.2% | Added |
| CMG Global Holdings, LLC | 53,157 | $2.54M | 1.91% | +4,203+8.6% | Added |
| Prospera Financial Services Inc | 52,909 | $2.52M | 0.13% | +1,054+2.0% | Added |
| HM Payson & Co | 52,446 | $2.50M | 0.06% | −2,020−3.7% | Reduced |
| IBM Retirement Fund | 52,200 | $2.49M | 0.20% | −11,203−17.7% | Reduced |
| Cypress Capital Group | 52,116 | $2.48M | 0.34% | −2,493−4.6% | Reduced |
| Capital International Sarl | 52,085 | $2.48M | 0.21% | +17,168+49.2% | Added |
| Stony Point Wealth Management Inc. | 52,016 | $2.48M | 1.61% | +9,060+21.1% | Added |