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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 26,086 | $1.24M | 0.24% | +813+3.2% | Added |
| Ancora Advisors, LLC | 26,084 | $1.24M | 0.03% | +627+2.5% | Added |
| Carroll Financial Associates, Inc. | 25,804 | $1.23M | 0.07% | −1,201−4.4% | Reduced |
| Kings Point Capital Management | 25,770 | $1.23M | 0.11% | −819−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 25,653 | $1.22M | 0.04% | −435−1.7% | Reduced |
| First Midwest Bank Trust Division | 25,582 | $1.22M | 0.16% | −576−2.2% | Reduced |
| Veracity Capital LLC | 25,377 | $1.21M | 0.28% | +4,823+23.5% | Added |
| ICW Investment Advisors LLC | 25,289 | $1.21M | 0.79% | −993−3.8% | Reduced |
| CAPROCK Group, Inc. | 24,748 | $1.20M | 0.11% | +6,328+34.4% | Added |
| Valmark Advisers, Inc. | 25,055 | $1.20M | 0.02% | −149−0.6% | Reduced |
| Symphony Financial, Ltd. Co. | 25,040 | $1.19M | 0.40% | +6,161+32.6% | Added |
| Klingenstein Fields & Co LP | 24,924 | $1.19M | 0.05% | −7,425−23.0% | Reduced |
| Financial Sense Advisors, Inc. | 24,926 | $1.19M | 0.38% | +1,583+6.8% | Added |
| Empirical Finance, LLC | 24,794 | $1.18M | 0.19% | −6,227−20.1% | Reduced |
| Independent Financial Group, LLC | 24,777 | $1.18M | 0.13% | +1,640+7.1% | Added |
| Crossmark Global Holdings, Inc. | 24,745 | $1.18M | 0.03% | −780−3.1% | Reduced |
| Fiduciary Trust Co | 24,750 | $1.18M | 0.02% | −618−2.4% | Reduced |
| LS Investment Advisors, LLC | 24,691 | $1.18M | 0.15% | −34,792−58.5% | Reduced |
| Semmax Financial Advisors Inc. | 24,639 | $1.18M | 0.38% | +1,366+5.9% | Added |
| Institutional & Family Asset Management, LLC | 24,597 | $1.17M | 0.19% | −52,485−68.1% | Reduced |
| We Are One Seven, LLC | 24,556 | $1.17M | 0.16% | +1,212+5.2% | Added |
| Thrive Capital Management, LLC | 24,568 | $1.17M | 0.91% | +9,128+59.1% | Added |
| GQG Partners LLC | 24,548 | $1.17M | 0.00% | −1,676,566−98.6% | Reduced |
| Franklin Street Advisors Inc | 24,528 | $1.17M | 0.10% | −720−2.9% | Reduced |
| Loudon Investment Management, LLC | 24,513 | $1.17M | 0.80% | +8,447+52.6% | Added |
| Welch & Forbes LLC | 24,496 | $1.17M | 0.02% | −1,269−4.9% | Reduced |
| Mork Capital Management, LLC | 24,500 | $1.17M | 0.84% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24,403 | $1.16M | 0.05% | +1,855+8.2% | Added |
| XML Financial, LLC | 24,340 | $1.16M | 0.26% | −464−1.9% | Reduced |
| Ausdal Financial Partners, Inc. | 24,347 | $1.16M | 0.18% | +808+3.4% | Added |
| Forte Capital LLC | 24,313 | $1.16M | 0.16% | −182−0.7% | Reduced |
| Coastal Investment Advisors, Inc. | 24,286 | $1.16M | 0.27% | +1,746+7.7% | Added |
| L2 Asset Management, LLC | 24,212 | $1.15M | 1.08% | +19,522+416.2% | Added |
| Smith, Moore & Co. | 24,112 | $1.15M | 0.17% | −19−0.1% | Reduced |
| Signaturefd, LLC | 24,123 | $1.15M | 0.05% | +221+0.9% | Added |
| Mogy Joel R Investment Counsel Inc | 23,880 | $1.14M | 0.10% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 23,880 | $1.14M | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 23,546 | $1.12M | 0.12% | +3,454+17.2% | Added |
| Intrust Bank NA | 23,545 | $1.12M | 0.15% | +792+3.5% | Added |
| Dodge & Cox | 23,400 | $1.12M | 0.00% | −100−0.4% | Reduced |
| Excalibur Management Corp | 23,412 | $1.12M | 0.51% | +4,125+21.4% | Added |
| Cullinan Associates Inc | 23,378 | $1.11M | 0.06% | +750+3.3% | Added |
| Charter Research & Investment Group, Inc. | 23,367 | $1.11M | 0.92% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 23,353 | $1.11M | 0.76% | −1,255−5.1% | Reduced |
| Certified Advisory Corp | 23,304 | $1.11M | 0.28% | +12,742+120.6% | Added |
| Leavell Investment Management, Inc. | 21,257 | $1.10M | 0.09% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 23,154 | $1.10M | 0.71% | −225−1.0% | Reduced |
| One Capital Management, LLC | 23,101 | $1.10M | 0.10% | +23,101 | New |
| Walter & Keenan Financial Consulting Co | 23,161 | $1.10M | 0.38% | −7,354−24.1% | Reduced |
| Evercore Wealth Management, LLC | 23,050 | $1.10M | 0.02% | −89−0.4% | Reduced |
| Centiva Capital, LP | 23,047 | $1.10M | 0.09% | +23,047 | New |
| First Hawaiian Bank | 23,010 | $1.10M | 0.05% | −3,187−12.2% | Reduced |
| Intrepid Capital Management Inc | 23,000 | $1.10M | 0.58% | 00.0% | Unchanged |
| Banco Santander, S.A. | 23,000 | $1.10M | 0.01% | +23,000 | New |
| Savant Capital, LLC | 22,965 | $1.09M | 0.04% | +727+3.3% | Added |
| Bradley Foster & Sargent Inc | 22,902 | $1.09M | 0.03% | −1,949−7.8% | Reduced |
| Rossmore Private Capital | 22,869 | $1.09M | 0.19% | +900+4.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,794 | $1.09M | 0.01% | −282−1.2% | Reduced |
| Capital CS Group, LLC | 22,723 | $1.08M | 0.88% | 00.0% | Unchanged |
| Knoll Capital Management, LLC | 22,700 | $1.08M | 0.57% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 22,534 | $1.07M | 0.11% | −200−0.9% | Reduced |
| Enterprise Trust & Investment Co | 22,450 | $1.07M | 0.44% | +105+0.5% | Added |
| Beese Fulmer Investment Management, Inc. | 22,320 | $1.06M | 0.12% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 22,017 | $1.06M | 0.24% | +38+0.2% | Added |
| FRG Family Wealth Advisors LLC | 22,067 | $1.05M | 0.20% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 22,035 | $1.05M | 0.27% | 00.0% | Unchanged |
| Northstar Investment Advisors LLC | 21,836 | $1.05M | 0.14% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 21,813 | $1.05M | 0.08% | +609+2.9% | Added |
| Citizens Financial Group Inc | 21,934 | $1.04M | 0.05% | +5,965+37.4% | Added |
| Capital Insight Partners, LLC | 21,799 | $1.04M | 0.23% | −885−3.9% | Reduced |
| Parallel Advisors, LLC | 21,771 | $1.04M | 0.04% | +1,920+9.7% | Added |
| AlphaStar Capital Management, LLC | 21,371 | $1.04M | 0.13% | +3,726+21.1% | Added |
| Everett Harris & Co | 21,693 | $1.03M | 0.02% | +1,116+5.4% | Added |
| Colony Group LLC | 21,590 | $1.03M | 0.02% | −4,628−17.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 21,547 | $1.03M | 0.01% | +986+4.8% | Added |
| Birmingham Capital Management Co Inc | 21,513 | $1.03M | 0.38% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 21,496 | $1.02M | 0.10% | −1,668−7.2% | Reduced |
| Prairiewood Capital, LLC | 21,375 | $1.02M | 0.87% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 21,372 | $1.02M | 0.39% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 21,289 | $1.01M | 0.07% | −1,208−5.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,222 | $1.01M | 0.65% | −120−0.6% | Reduced |
| BlueCrest Capital Management Ltd | 21,000 | $1.00M | 0.03% | +21,000 | New |
| Change Path, LLC | 20,859 | $995.0K | 0.06% | +5,738+37.9% | Added |
| Brewin Dolphin Ltd | 20,852 | $994.2K | 0.05% | −1,000−4.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,825 | $993.0K | 0.03% | −2,905−12.2% | Reduced |
| Westpac Banking Corp | 20,782 | $990.9K | 0.01% | +20,782 | New |
| Symmetry Partners, LLC | 20,773 | $990.0K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 20,741 | $989.0K | 0.04% | +817+4.1% | Added |
| Bailard, Inc. | 20,734 | $989.0K | 0.03% | +3,300+18.9% | Added |
| BBVA USA | 20,756 | $989.0K | 0.06% | +20,756 | New |
| Wealthcare Advisory Partners LLC | 20,619 | $983.0K | 0.07% | −405−1.9% | Reduced |
| Thomasville National Bank | 20,551 | $980.0K | 0.10% | +730+3.7% | Added |
| Exencial Wealth Advisors, LLC | 20,519 | $978.0K | 0.05% | +719+3.6% | Added |
| IFG Advisory, LLC | 20,504 | $977.0K | 0.11% | −61−0.3% | Reduced |
| Cambria Investment Management, L.P. | 20,500 | $977.0K | 0.17% | +2,000+10.8% | Added |
| Philadelphia Trust Co | 20,465 | $976.0K | 0.07% | −633−3.0% | Reduced |
| Brick & Kyle, Associates | 20,665 | $976.0K | 0.51% | +152+0.7% | Added |
| GM Advisory Group, Inc. | 20,368 | $971.0K | 0.10% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 20,019 | $971.0K | 0.10% | +4,769+31.3% | Added |
| Brown Advisory Securities, LLC | 20,280 | $967.0K | 0.15% | −955−4.5% | Reduced |