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 |
|---|---|---|---|---|---|
| Quantedge Capital Pte Ltd | 52,000 | $2.48M | 1.19% | +52,000 | New |
| Moloney Securities Asset Management, LLC | 51,918 | $2.48M | 0.45% | +1,278+2.5% | Added |
| Roundview Capital LLC | 51,906 | $2.48M | 0.28% | +9,021+21.0% | Added |
| Cohen Klingenstein LLC | 51,605 | $2.46M | 0.11% | 00.0% | Unchanged |
| Teza Capital Management LLC | 51,443 | $2.45M | 0.40% | +44,954+692.8% | Added |
| Brookstone Capital Management | 52,343 | $2.45M | 0.04% | +27,460+110.4% | Added |
| Alaska Permanent Fund Corp | 51,000 | $2.43M | 0.04% | −3,300−6.1% | Reduced |
| Optimal Asset Management, Inc. | 50,961 | $2.43M | 0.29% | +20.0% | Added |
| HBK Sorce Advisory LLC | 50,430 | $2.40M | 0.13% | −1,924−3.7% | Reduced |
| X-Square Capital, LLC | 50,005 | $2.38M | 1.13% | +5,641+12.7% | Added |
| RSM US Wealth Management LLC | 49,851 | $2.38M | 0.13% | −395−0.8% | Reduced |
| Kinloch Capital, LLC | 49,786 | $2.37M | 1.70% | +815+1.7% | Added |
| Quilter Plc | 49,698 | $2.37M | 0.07% | −1,131−2.2% | Reduced |
| Wintrust Investments LLC | 49,696 | $2.37M | 0.24% | −156−0.3% | Reduced |
| TD Private Client Wealth LLC | 49,350 | $2.35M | 0.10% | −58,247−54.1% | Reduced |
| Convergence Investment Partners, LLC | 49,252 | $2.35M | 1.01% | +230+0.5% | Added |
| South State Corp. | 48,850 | $2.33M | 0.20% | +19,268+65.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,823 | $2.33M | 0.09% | +12,427+34.1% | Added |
| Spreng Capital Management, Inc. | 48,748 | $2.32M | 1.50% | +1,632+3.5% | Added |
| Allworth Financial LP | 48,297 | $2.30M | 0.04% | +32,758+210.8% | Added |
| North Star Asset Management Inc | 48,280 | $2.30M | 0.13% | +2,738+6.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 48,167 | $2.30M | 0.24% | −744−1.5% | Reduced |
| Frontier Wealth Management LLC | 48,032 | $2.29M | 0.16% | +30,041+167.0% | Added |
| Veritable, L.P. | 47,539 | $2.27M | 0.04% | +785+1.7% | Added |
| Hartford Financial Management Inc. | 46,904 | $2.24M | 0.55% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 46,744 | $2.23M | 0.31% | +5,955+14.6% | Added |
| Independent Advisor Alliance | 46,514 | $2.22M | 0.12% | −754−1.6% | Reduced |
| Hayek Kallen Investment Management | 46,514 | $2.22M | 0.93% | +89+0.2% | Added |
| Dynamic Advisor Solutions LLC | 46,086 | $2.20M | 0.17% | +4,155+9.9% | Added |
| Greylin Investment Mangement Inc | 46,039 | $2.19M | 0.42% | +16,814+57.5% | Added |
| Corient Capital Partners, LLC | 45,720 | $2.18M | 0.16% | +2,321+5.3% | Added |
| Compagnie Lombard Odier SCmA | 45,660 | $2.18M | 0.05% | 00.0% | Unchanged |
| NBT Bank N A | 45,643 | $2.18M | 0.30% | −1,365−2.9% | Reduced |
| Cerity Partners LLC | 45,438 | $2.17M | 0.05% | −2,665−5.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 45,206 | $2.15M | 0.40% | +1,390+3.2% | Added |
| Wedbush Securities Inc | 45,119 | $2.15M | 0.10% | −2,536−5.3% | Reduced |
| Tufton Capital Management | 44,930 | $2.14M | 0.35% | −525−1.2% | Reduced |
| Affinity Investment Advisors, LLC | 44,334 | $2.11M | 0.95% | −21,484−32.6% | Reduced |
| J.W. Cole Advisors, Inc. | 44,249 | $2.11M | 0.17% | −2,240−4.8% | Reduced |
| Bowling Portfolio Management LLC | 44,241 | $2.11M | 0.47% | +44,241 | New |
| Focus Financial Network, Inc. | 43,270 | $2.10M | 0.28% | −17,233−28.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 43,911 | $2.09M | 0.27% | −331−0.7% | Reduced |
| M Holdings Securities, Inc. | 43,716 | $2.08M | 0.20% | +10,075+29.9% | Added |
| Trust Co of Vermont | 43,526 | $2.08M | 0.14% | −36−0.1% | Reduced |
| Founders Financial Alliance, LLC | 43,327 | $2.07M | 0.94% | +2,541+6.2% | Added |
| BP PLC | 43,252 | $2.06M | 0.09% | −20,443−32.1% | Reduced |
| Roosevelt Investment Group LLC | 43,016 | $2.05M | 0.12% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 42,984 | $2.05M | 0.08% | +472+1.1% | Added |
| Ellenbecker Investment Group | 42,889 | $2.04M | 0.67% | −571−1.3% | Reduced |
| Redpoint Investment Management Pty Ltd | 42,523 | $2.03M | 0.17% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 42,214 | $2.01M | 0.04% | −1,368−3.1% | Reduced |
| Caldwell Trust Co | 41,884 | $2.00M | 0.26% | −2,356−5.3% | Reduced |
| Brightworth | 41,870 | $2.00M | 0.17% | +11,191+36.5% | Added |
| Doliver Advisors, LP | 41,566 | $1.98M | 0.66% | +2,661+6.8% | Added |
| Fma Advisory Inc | 41,465 | $1.98M | 0.73% | +178+0.4% | Added |
| Sanders Morris Harris LLC | 41,618 | $1.97M | 0.38% | −50,000−54.6% | Reduced |
| Shell Asset Management Co | 41,272 | $1.97M | 0.04% | −18,530−31.0% | Reduced |
| Means Investment Co., Inc. | 41,250 | $1.97M | 0.39% | −569−1.4% | Reduced |
| Investors Asset Management of Georgia Inc | 41,029 | $1.96M | 1.05% | +700+1.7% | Added |
| Value Partners Investments Inc. | 41,000 | $1.95M | 0.16% | +16,000+64.0% | Added |
| YorkBridge Wealth Partners, LLC | 40,593 | $1.94M | 0.51% | −836−2.0% | Reduced |
| Marino, Stram & Associates LLC | 40,593 | $1.94M | 0.51% | +12,240+43.2% | Added |
| Castleview Partners, LLC | 40,015 | $1.91M | 0.84% | +40,015 | New |
| Hohimer Wealth Management, LLC | 40,004 | $1.91M | 0.39% | +813+2.1% | Added |
| Leelyn Smith, LLC | 39,945 | $1.91M | 0.56% | +471+1.2% | Added |
| Kavar Capital Partners Group, LLC | 39,846 | $1.90M | 0.46% | −1,655−4.0% | Reduced |
| Financial Counselors Inc | 39,122 | $1.86M | 0.04% | +2,567+7.0% | Added |
| BBR Partners, LLC | 38,983 | $1.86M | 0.15% | −1,353−3.4% | Reduced |
| HawsGoodwin Investment Management LLC | 38,834 | $1.85M | 0.57% | −10,195−20.8% | Reduced |
| Covington Capital Management | 38,819 | $1.85M | 0.07% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 38,451 | $1.83M | 0.17% | −288−0.7% | Reduced |
| Howard Capital Management Group, LLC | 38,427 | $1.83M | 0.17% | 00.0% | Unchanged |
| SRB Corp | 38,439 | $1.83M | 0.12% | +4,850+14.4% | Added |
| Berkshire Asset Management LLC | 38,276 | $1.82M | 0.12% | −6,866−15.2% | Reduced |
| Tdam USA Inc. | 37,915 | $1.82M | 0.11% | −150,129−79.8% | Reduced |
| Fisher Asset Management, LLC | 38,168 | $1.82M | 0.00% | −289−0.8% | Reduced |
| Bollard Group LLC | 38,158 | $1.82M | 0.06% | +830+2.2% | Added |
| Truvestments Capital LLC | 38,117 | $1.82M | 1.00% | +1,018+2.7% | Added |
| Acadian Asset Management LLC | 37,905 | $1.81M | 0.01% | −1,935−4.9% | Reduced |
| Soltis Investment Advisors LLC | 37,865 | $1.80M | 0.29% | +5,859+18.3% | Added |
| Sound View Wealth Advisors Group, LLC | 37,700 | $1.80M | 0.38% | −2,507−6.2% | Reduced |
| Davy Global Fund Management Ltd | 37,642 | $1.79M | 0.27% | −2,908−7.2% | Reduced |
| Fort, L.P. | 37,564 | $1.79M | 0.52% | −3,595−8.7% | Reduced |
| PFG Advisors | 37,559 | $1.79M | 0.21% | −563−1.5% | Reduced |
| Aviance Capital Partners, LLC | 37,498 | $1.79M | 0.31% | +3,618+10.7% | Added |
| Boston Family Office LLC | 37,410 | $1.78M | 0.13% | −100−0.3% | Reduced |
| Argent Trust Co | 37,365 | $1.78M | 0.12% | +1,450+4.0% | Added |
| Spire Wealth Management | 37,080 | $1.77M | 0.05% | −27,592−42.7% | Reduced |
| Cordasco Financial Network | 37,077 | $1.77M | 1.23% | −344−0.9% | Reduced |
| Horizon Investments, LLC | 37,056 | $1.77M | 0.05% | −15,010−28.8% | Reduced |
| Essex Financial Services, Inc. | 34,088 | $1.74M | 0.25% | 00.0% | Unchanged |
| Allstate Corp | 36,369 | $1.73M | 0.06% | −3,454−8.7% | Reduced |
| Integrated Wealth Concepts LLC | 35,556 | $1.70M | 0.06% | +7,681+27.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,983 | $1.67M | 0.01% | −20,290−36.7% | Reduced |
| Private Trust Co NA | 34,908 | $1.66M | 0.25% | −2,181−5.9% | Reduced |
| Northeast Financial Consultants Inc | 34,846 | $1.66M | 0.11% | −2,835−7.5% | Reduced |
| Clear Harbor Asset Management, LLC | 34,845 | $1.66M | 0.20% | −310−0.9% | Reduced |
| First City Capital Management, Inc. | 34,288 | $1.65M | 0.91% | +1,338+4.1% | Added |
| Burleson & Company, LLC | 34,593 | $1.65M | 0.24% | +80.0% | Added |
| NEXT Financial Group, Inc | 34,558 | $1.65M | 0.13% | +3,082+9.8% | Added |