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, Q3 2021
Institutional positions in Altria Group, Inc. as of Sep 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
- 1,711
- −13 vs. Q2 2021
- Shares held
- 1.09B
- −8.48M (−0.8%) vs. Q2 2021
- Total value
- $49.6B
- −$2.71B (−5.2%) vs. Q2 2021
- New holders
- 99
- 716 more added
- Sold out
- 112
- 608 more reduced
29 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Wealth Management Inc | 10 | $0 | 0.00% | −290−96.7% | Reduced |
| Advocacy Wealth Management Services, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Filbrandt Wealth Management, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Cascade Investment Advisors, Inc. | 28 | $1.27K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 31 | $1.42K | 0.00% | +31 | New |
| HBC Financial Services, PLLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 51 | $2.00K | 0.00% | +51 | New |
| Red Tortoise LLC | 58 | $2.00K | 0.00% | +58 | New |
| Bellwether Advisors, LLC | 68 | $3.00K | 0.00% | −505−88.1% | Reduced |
| Baldrige Asset Management LLC | 70 | $3.00K | 0.00% | −290−80.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | – | $3.00K | 0.00% | – | – |
| PrairieView Partners, LLC | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Mizuho Securities Co. Ltd. | 123 | $6.00K | 0.00% | +59+92.2% | Added |
| Raffa Wealth Management, LLC | 150 | $6.83K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 152 | $7.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 159 | $7.00K | 0.01% | +3+1.9% | Added |
| Emfo, LLC | 150 | $7.00K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 158 | $7.00K | 0.00% | +3+1.9% | Added |
| First Bank & Trust | 184 | $8.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 167 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 168 | $8.00K | 0.00% | +67+66.3% | Added |
| Tucker Asset Management LLC | 195 | $8.60K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 196 | $8.92K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 191 | $9.00K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 206 | $9.00K | 0.00% | +38+22.6% | Added |
| NewSquare Capital LLC | 188 | $9.00K | 0.00% | +108+135.0% | Added |
| Mascoma Wealth Management LLC | 200 | $9.00K | 0.00% | +200 | New |
| Front Row Advisors LLC | 230 | $11.0K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 250 | $11.0K | 0.01% | +250 | New |
| Evolution Wealth Advisors, LLC | 266 | $12.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 281 | $13.0K | 0.01% | +281 | New |
| Regency Capital Management Inc. | 300 | $14.0K | 0.01% | −220−42.3% | Reduced |
| Perkins Coie Trust Co | 308 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 305 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 350 | $16.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 350 | $16.0K | 0.00% | +50+16.7% | Added |
| Trust Co | 345 | $16.0K | 0.00% | +345 | New |
| Bell Investment Advisors, Inc | 343 | $16.0K | 0.00% | +343 | New |
| Sageworth Trust Co | 374 | $17.0K | 0.00% | −4,454−92.3% | Reduced |
| TD Capital Management LLC | 384 | $17.0K | 0.00% | +1+0.3% | Added |
| Phoenix Wealth Advisors | 372 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 400 | $18.0K | 0.01% | +400 | New |
| Core Alternative Capital | 423 | $19.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 439 | $20.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 471 | $21.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 455 | $21.0K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 442 | $21.0K | 0.02% | +5+1.1% | Added |
| Country Trust Bank | 475 | $22.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 500 | $22.8K | 0.01% | −292−36.9% | Reduced |
| Gleason Group, Inc. | 506 | $23.0K | 0.01% | +10+2.0% | Added |
| Alaethes Wealth LLC | 535 | $24.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 526 | $24.1K | 0.01% | −2,096−79.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 534 | $24.3K | 0.03% | 00.0% | Unchanged |
| Exane Derivatives | 539 | $24.5K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 554 | $25.0K | 0.00% | −3,576−86.6% | Reduced |
| JNBA Financial Advisors | 581 | $26.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 580 | $26.0K | 0.01% | +3+0.5% | Added |
| Professional Financial Advisors, LLC | 588 | $27.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 616 | $28.0K | 0.01% | −1,906−75.6% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 620 | $28.0K | 0.03% | +620 | New |
| AllSquare Wealth Management LLC | 645 | $29.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 628 | $29.0K | 0.00% | +282+81.5% | Added |
| Tortoise Investment Management, LLC | 656 | $30.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 684 | $31.0K | 0.01% | +134+24.4% | Added |
| Baron Financial Group, LLC | 700 | $31.9K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 695 | $32.0K | 0.01% | −105−13.1% | Reduced |
| Cedar Mountain Advisors, LLC | 729 | $33.0K | 0.01% | +147+25.3% | Added |
| AGF Investments LLC | 744 | $34.0K | 0.00% | +57+8.3% | Added |
| True Link Financial Advisors, LLC | 785 | $36.0K | 0.00% | +651+485.8% | Added |
| Vigilant Capital Management, LLC | 803 | $37.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 803 | $37.0K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 805 | $37.0K | 0.00% | +805 | New |
| Hanson & Doremus Investment Management | 839 | $38.0K | 0.01% | +375+80.8% | Added |
| Neo Ivy Capital Management | 979 | $38.0K | 0.04% | +979 | New |
| RWM Asset Management, LLC | 866 | $39.0K | 0.01% | +866 | New |
| Wolff Wiese Magana LLC | 929 | $42.0K | 0.03% | +164+21.4% | Added |
| Earnest Partners LLC | 940 | $43.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 963 | $44.0K | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $45.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,020 | $46.0K | 0.02% | +8+0.8% | Added |
| Ironwood Financial, llc | 1,012 | $46.0K | 0.01% | 00.0% | Unchanged |