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 |
|---|---|---|---|---|---|
| Camarda Financial Advisors, LLC | 20,255 | $966.0K | 0.60% | 00.0% | Unchanged |
| Centric Wealth Management | 20,212 | $964.0K | 0.33% | +428+2.2% | Added |
| Crescent Capital Consulting, LLC | 20,155 | $963.0K | 0.18% | +2,777+16.0% | Added |
| Beaton Management Co. Inc. | 20,185 | $962.0K | 0.61% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 20,164 | $961.0K | 0.01% | −93−0.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 20,149 | $961.0K | 0.35% | +5,565+38.2% | Added |
| Duff & Phelps Investment Management Co | 20,130 | $960.0K | 0.01% | −1,820−8.3% | Reduced |
| Segall Bryant & Hamill, LLC | 20,066 | $959.0K | 0.01% | +2,824+16.4% | Added |
| North Star Investment Management Corp. | 20,090 | $958.0K | 0.08% | +114+0.6% | Added |
| Hayden Royal, LLC | 19,664 | $955.0K | 0.53% | −327−1.6% | Reduced |
| Bayesian Capital Management, LP | 20,000 | $954.0K | 0.25% | +9,500+90.5% | Added |
| Focused Wealth Management, Inc | 19,973 | $952.0K | 0.16% | +90.0% | Added |
| Cornerstone Advisory, LLC | 19,912 | $950.0K | 0.16% | −3,672−15.6% | Reduced |
| Bath Savings Trust Co | 19,770 | $943.0K | 0.11% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 19,763 | $942.0K | 0.24% | −19,982−50.3% | Reduced |
| Sawtooth Solutions, LLC | 19,730 | $941.0K | 0.19% | +2,784+16.4% | Added |
| Strategic Wealth Advisors Group, LLC | 19,708 | $940.0K | 0.04% | +3,091+18.6% | Added |
| Gulf International Bank (UK) Ltd | 19,713 | $939.0K | 0.01% | −773−3.8% | Reduced |
| Fortem Financial Group, LLC | 19,627 | $936.0K | 0.47% | +1,764+9.9% | Added |
| Personal Cfo Solutions, LLC | 19,603 | $935.0K | 0.19% | −670−3.3% | Reduced |
| Bank Ozk | 19,540 | $931.0K | 0.41% | −1,655−7.8% | Reduced |
| First Nebraska Trust Co | 19,505 | $930.0K | 0.12% | 00.0% | Unchanged |
| Zhang Financial LLC | 19,479 | $929.0K | 0.23% | +1,214+6.6% | Added |
| Estate Counselors, LLC | 19,475 | $928.0K | 0.12% | +405+2.1% | Added |
| Accretive Wealth Partners, LLC | 19,393 | $925.0K | 0.67% | +2,768+16.6% | Added |
| West Chester Capital Advisors, Inc | 19,374 | $924.0K | 0.72% | +2,554+15.2% | Added |
| Jacobi Capital Management LLC | 19,332 | $922.0K | 0.12% | +542+2.9% | Added |
| Meitav Dash Investments Ltd | 19,700 | $922.0K | 0.02% | +19,700 | New |
| Plimoth Trust Co LLC | 19,190 | $915.0K | 0.26% | −50−0.3% | Reduced |
| Eagle Global Advisors LLC | 19,192 | $915.0K | 0.06% | +500+2.7% | Added |
| PBMares Wealth Management LLC | 19,099 | $911.0K | 0.50% | −5,380−22.0% | Reduced |
| GSB Wealth Management, LLC | 19,047 | $908.0K | 0.28% | +1,850+10.8% | Added |
| Oak Asset Management, LLC | 18,992 | $906.0K | 0.38% | −1,569−7.6% | Reduced |
| Bank of Hawaii | 18,984 | $906.0K | 0.05% | −108−0.6% | Reduced |
| Woodward Diversified Capital, LLC | 18,944 | $903.0K | 0.52% | −966−4.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 18,938 | $903.0K | 0.06% | +2,780+17.2% | Added |
| Ashfield Capital Partners, LLC | 18,927 | $902.0K | 0.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 18,876 | $900.0K | 0.08% | +1,183+6.7% | Added |
| JustInvest LLC | 18,846 | $899.0K | 0.09% | +2,701+16.7% | Added |
| Ritholtz Wealth Management | 18,788 | $896.0K | 0.06% | +2,913+18.3% | Added |
| Radnor Capital Management, LLC | 18,768 | $895.0K | 0.30% | 00.0% | Unchanged |
| Resource Management, LLC | 18,768 | $895.0K | 0.10% | +148+0.8% | Added |
| GFS Advisors, LLC | 18,720 | $893.0K | 0.20% | +5,575+42.4% | Added |
| Prime Capital Investment Advisors, LLC | 18,720 | $893.0K | 0.05% | +7,125+61.4% | Added |
| MTM Investment Management, LLC | 18,710 | $892.0K | 0.47% | +60.0% | Added |
| First National Bank & Trust Co of Newtown | 18,675 | $890.0K | 0.18% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 18,643 | $889.0K | 0.04% | −200−1.1% | Reduced |
| Samalin Investment Counsel, LLC | 18,620 | $888.0K | 0.58% | +96+0.5% | Added |
| RFG Advisory, LLC | 18,530 | $884.0K | 0.08% | −21−0.1% | Reduced |
| Clearstead Advisors, LLC | 18,549 | $884.0K | 0.07% | +1,053+6.0% | Added |
| Westshore Wealth, LLC | 18,507 | $882.0K | 0.45% | +410+2.3% | Added |
| Advisory Alpha, LLC | 18,436 | $879.0K | 0.07% | −99−0.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 18,425 | $879.0K | 0.57% | +685+3.9% | Added |
| Ieq Capital, LLC | 18,341 | $874.0K | 0.03% | +6,048+49.2% | Added |
| Cortland Associates Inc | 18,036 | $860.0K | 0.09% | 00.0% | Unchanged |
| Arden Trust Co | 17,979 | $857.0K | 0.14% | −19,215−51.7% | Reduced |
| Altavista Wealth Management, Inc. | 17,966 | $857.0K | 0.19% | +1,851+11.5% | Added |
| Princeton Global Asset Management LLC | 17,894 | $853.0K | 0.26% | −154−0.9% | Reduced |
| Covenant Partners, LLC | 17,892 | $853.0K | 0.32% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 17,881 | $853.0K | 0.04% | +12,740+247.8% | Added |
| Hoylecohen, LLC | 17,843 | $851.0K | 0.08% | +82+0.5% | Added |
| Grove Bank & Trust | 17,827 | $850.0K | 0.18% | −28−0.2% | Reduced |
| Patron Partners Advisors, LLC | 17,822 | $849.0K | 0.64% | −2,343−11.6% | Reduced |
| Orion Portfolio Solutions, LLC | 17,740 | $846.0K | 0.03% | −1,357−7.1% | Reduced |
| Bickling Financial Services, Inc. | 17,723 | $845.0K | 0.38% | +2,347+15.3% | Added |
| Wellington Shields & Co., LLC | 17,704 | $844.0K | 0.28% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,682 | $843.0K | 0.05% | +4,827+37.5% | Added |
| Chicago Trust Co NA | 17,641 | $841.0K | 0.20% | +590+3.5% | Added |
| Bank of the West | 17,620 | $840.0K | 0.09% | −40−0.2% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $840.0K | 0.23% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 17,620 | $840.0K | 0.10% | +315+1.8% | Added |
| Wellington Shields Capital Management, LLC | 17,595 | $839.0K | 0.10% | +391+2.3% | Added |
| Altium Wealth Management LLC | 17,595 | $839.0K | 0.06% | +652+3.8% | Added |
| HCR Wealth Advisors | 17,544 | $836.0K | 0.15% | +14+0.1% | Added |
| CWS Financial Advisors, LLC | 17,494 | $834.0K | 0.33% | −1,544−8.1% | Reduced |
| Covenant Multifamily Offices, LLC | 17,478 | $833.0K | 0.15% | +4,110+30.7% | Added |
| Cypress Wealth Services, LLC | 17,453 | $832.0K | 0.23% | −2,485−12.5% | Reduced |
| Bahl & Gaynor Inc | 17,440 | $832.0K | 0.01% | −755−4.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 17,440 | $832.0K | 0.06% | −85−0.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,422 | $831.0K | 0.21% | +17,422 | New |
| Crescent Grove Advisors, LLC | 17,122 | $829.0K | 0.09% | −315−1.8% | Reduced |
| Horst & Graben Wealth Management LLC | 17,204 | $820.0K | 0.23% | +167+1.0% | Added |
| Intersect Capital LLC | 17,151 | $818.0K | 0.14% | −222−1.3% | Reduced |
| Foster Group, Inc. | 17,071 | $814.0K | 0.09% | +134+0.8% | Added |
| P.A.W. Capital Corp | 17,000 | $811.0K | 0.69% | +1,000+6.3% | Added |
| Allegheny Financial Group LTD | 16,988 | $810.0K | 0.37% | +23+0.1% | Added |
| Baxter Bros Inc | 12,151 | $807.0K | 0.13% | −560−4.4% | Reduced |
| Security National Trust Co | 16,820 | $802.0K | 0.18% | −948−5.3% | Reduced |
| Wealthspire Advisors, LLC | 16,771 | $800.0K | 0.02% | −35,798−68.1% | Reduced |
| Mountain Capital Investment Advisors, Inc | 17,112 | $795.0K | 0.37% | −2,096−10.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,623 | $793.0K | 0.04% | +2,182+15.1% | Added |
| 1832 Asset Management L.P. | 16,990 | $793.0K | 0.00% | +16,990 | New |
| Sunflower Bank, N.A. | 16,579 | $791.0K | 0.12% | −876−5.0% | Reduced |
| Spinnaker Trust | 16,562 | $790.0K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 16,414 | $783.0K | 0.11% | −277−1.7% | Reduced |
| Family Management Corp | 16,425 | $783.0K | 0.21% | +10,386+172.0% | Added |
| Mission Wealth Management, LP | 16,358 | $780.0K | 0.04% | −794−4.6% | Reduced |
| Cito Capital Group, LLC | 16,476 | $780.0K | 0.35% | 00.0% | Unchanged |
| Exeter Financial, LLC | 16,410 | $780.0K | 0.45% | +1,854+12.7% | Added |
| Palisade Capital Management LLC | 16,340 | $779.0K | 0.02% | 00.0% | Unchanged |