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 |
|---|---|---|---|---|---|
| Duff & Phelps Investment Management Co | 19,672 | $895.0K | 0.01% | −458−2.3% | Reduced |
| Bath Savings Trust Co | 19,770 | $900.0K | 0.10% | 00.0% | Unchanged |
| Chicago Trust Co NA | 19,813 | $902.0K | 0.20% | +2,172+12.3% | Added |
| Level Four Advisory Services, LLC | 19,874 | $905.0K | 0.09% | −6,914−25.8% | Reduced |
| Wealthcare Advisory Partners LLC | 19,932 | $907.0K | 0.06% | −687−3.3% | Reduced |
| Great Lakes Advisors, LLC | 19,941 | $908.0K | 0.01% | −223−1.1% | Reduced |
| CAPROCK Group, Inc. | 19,473 | $909.0K | 0.08% | −5,275−21.3% | Reduced |
| Cornerstone Advisory, LLC | 19,993 | $910.0K | 0.15% | +81+0.4% | Added |
| Fortem Financial Group, LLC | 20,063 | $913.0K | 0.46% | +436+2.2% | Added |
| North Star Investment Management Corp. | 20,084 | $914.0K | 0.07% | −60.0% | Reduced |
| Banco Santander, S.A. | 20,101 | $915.0K | 0.00% | −2,899−12.6% | Reduced |
| Beaton Management Co. Inc. | 20,135 | $917.0K | 0.61% | −50−0.2% | Reduced |
| Crescent Capital Consulting, LLC | 20,155 | $920.0K | 0.17% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 20,441 | $930.0K | 0.32% | −2,720−11.7% | Reduced |
| Atom Investors LP | 20,498 | $933.0K | 0.18% | +20,498 | New |
| Taurus Asset Management, LLC | 20,560 | $936.0K | 0.10% | −1,974−8.8% | Reduced |
| Capital Insight Partners, LLC | 20,553 | $936.0K | 0.20% | −1,246−5.7% | Reduced |
| Centric Wealth Management | 20,616 | $938.0K | 0.35% | +404+2.0% | Added |
| BBVA USA | 20,667 | $940.0K | 0.06% | −89−0.4% | Reduced |
| Mission Wealth Management, LP | 20,640 | $940.0K | 0.05% | +4,282+26.2% | Added |
| Accretive Wealth Partners, LLC | 20,801 | $947.0K | 0.67% | +1,408+7.3% | Added |
| Focused Wealth Management, Inc | 20,984 | $955.0K | 0.16% | +1,011+5.1% | Added |
| Dodge & Cox | 21,000 | $956.0K | 0.00% | −2,400−10.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 20,583 | $956.0K | 0.05% | +875+4.4% | Added |
| Symmetry Partners, LLC | 20,773 | $959.0K | 0.06% | 00.0% | Unchanged |
| IFG Advisory, LLC | 21,085 | $959.0K | 0.10% | +581+2.8% | Added |
| Elevated Capital Advisors, LLC | 21,097 | $960.0K | 0.33% | +21,097 | New |
| Sanders Morris Harris LLC | 20,868 | $961.0K | 0.17% | −20,750−49.9% | Reduced |
| Jacobi Capital Management LLC | 21,134 | $962.0K | 0.12% | +1,802+9.3% | Added |
| Burke & Herbert Bank & Trust Co | 21,172 | $964.0K | 0.62% | −50−0.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 21,450 | $976.0K | 0.36% | +78+0.4% | Added |
| Colony Group LLC | 21,509 | $979.0K | 0.02% | −81−0.4% | Reduced |
| Birmingham Capital Management Co Inc | 21,513 | $979.0K | 0.38% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 21,500 | $979.0K | 0.18% | +1,000+4.9% | Added |
| Charter Research & Investment Group, Inc. | 21,667 | $986.0K | 0.82% | −1,700−7.3% | Reduced |
| Savant Capital, LLC | 21,689 | $987.0K | 0.04% | −1,276−5.6% | Reduced |
| Steel Peak Wealth Management LLC | 21,677 | $987.0K | 0.07% | +388+1.8% | Added |
| Rehmann Capital Advisory Group | 21,906 | $994.2K | 0.09% | +410+1.9% | Added |
| Bradley Foster & Sargent Inc | 21,847 | $995.0K | 0.02% | −1,055−4.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 21,935 | $998.0K | 0.26% | −100−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 21,964 | $1.00M | 0.07% | +151+0.7% | Added |
| Amica Retiree Medical Trust | 22,042 | $1.00M | 0.91% | −9,732−30.6% | Reduced |
| FRG Family Wealth Advisors LLC | 22,067 | $1.00M | 0.20% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 22,080 | $1.00M | 0.08% | −1,800−7.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,320 | $1.02M | 0.11% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 22,354 | $1.02M | 0.65% | −800−3.5% | Reduced |
| GM Advisory Group, Inc. | 22,368 | $1.02M | 0.10% | +2,000+9.8% | Added |
| Enterprise Trust & Investment Co | 22,450 | $1.02M | 0.41% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 22,549 | $1.03M | 0.04% | +4,809+27.1% | Added |
| Kanen Wealth Management LLC | 22,577 | $1.03M | 0.37% | −9,115−28.8% | Reduced |
| Change Path, LLC | 22,527 | $1.03M | 0.06% | +1,668+8.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 22,641 | $1.03M | 0.37% | +2,492+12.4% | Added |
| Williams Jones Wealth Management, LLC. | 22,674 | $1.03M | 0.01% | +1,127+5.2% | Added |
| Knoll Capital Management, LLC | 22,700 | $1.03M | 0.52% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 21,532 | $1.04M | 0.09% | −54,963−71.9% | Reduced |
| One Capital Management, LLC | 22,886 | $1.04M | 0.09% | −215−0.9% | Reduced |
| Rossmore Private Capital | 22,869 | $1.04M | 0.18% | 00.0% | Unchanged |
| Capital CS Group, LLC | 22,723 | $1.04M | 0.97% | 00.0% | Unchanged |
| Intrust Bank NA | 22,918 | $1.04M | 0.14% | −627−2.7% | Reduced |
| First Hawaiian Bank | 22,905 | $1.04M | 0.04% | −105−0.5% | Reduced |
| Semmax Financial Advisors Inc. | 22,970 | $1.05M | 0.36% | −1,669−6.8% | Reduced |
| Intrepid Capital Management Inc | 23,000 | $1.05M | 0.52% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 23,068 | $1.05M | 0.73% | −285−1.2% | Reduced |
| Sawtooth Solutions, LLC | 23,097 | $1.05M | 0.16% | +3,367+17.1% | Added |
| Excalibur Management Corp | 23,142 | $1.05M | 0.46% | −270−1.2% | Reduced |
| Ziegler Capital Management, LLC | 23,002 | $1.06M | 0.04% | −10,197−30.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,335 | $1.06M | 0.01% | +541+2.4% | Added |
| Certified Advisory Corp | 23,356 | $1.06M | 0.26% | +52+0.2% | Added |
| 180 Wealth Advisors, LLC | 21,832 | $1.06M | 0.23% | −185−0.8% | Reduced |
| Ausdal Financial Partners, Inc. | 23,747 | $1.08M | 0.16% | −600−2.5% | Reduced |
| Parallel Advisors, LLC | 23,738 | $1.08M | 0.04% | +1,967+9.0% | Added |
| North Fourth Asset Management, LP | 24,000 | $1.09M | 0.40% | +24,000 | New |
| Forte Capital LLC | 24,078 | $1.10M | 0.15% | −235−1.0% | Reduced |
| ICW Investment Advisors LLC | 24,230 | $1.10M | 0.71% | −1,059−4.2% | Reduced |
| First Midwest Bank Trust Division | 24,402 | $1.11M | 0.16% | −1,180−4.6% | Reduced |
| Mork Capital Management, LLC | 24,500 | $1.11M | 0.95% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 24,621 | $1.12M | 0.18% | +24+0.1% | Added |
| Leavell Investment Management, Inc. | 24,105 | $1.12M | 0.08% | +2,848+13.4% | Added |
| AlphaStar Capital Management, LLC | 23,242 | $1.12M | 0.08% | +1,871+8.8% | Added |
| Fiduciary Trust Co | 24,708 | $1.13M | 0.02% | −42−0.2% | Reduced |
| Horizon Investments, LLC | 24,732 | $1.13M | 0.03% | −12,324−33.3% | Reduced |
| XML Financial, LLC | 24,796 | $1.13M | 0.15% | +456+1.9% | Added |
| Ameritas Investment Partners, Inc. | 24,834 | $1.13M | 0.04% | −819−3.2% | Reduced |
| Covenant Multifamily Offices, LLC | 24,565 | $1.13M | 0.20% | +7,087+40.5% | Added |
| Welch & Forbes LLC | 24,996 | $1.14M | 0.02% | +500+2.0% | Added |
| Valmark Advisers, Inc. | 25,044 | $1.14M | 0.02% | −110.0% | Reduced |
| Smith, Moore & Co. | 25,044 | $1.14M | 0.17% | +932+3.9% | Added |
| Klingenstein Fields & Co LP | 25,243 | $1.15M | 0.05% | +319+1.3% | Added |
| Crestwood Advisors Group LLC | 25,266 | $1.15M | 0.03% | +1,386+5.8% | Added |
| Profund Advisors LLC | 25,506 | $1.16M | 0.04% | −1,269−4.7% | Reduced |
| Traynor Capital Management, Inc. | 25,589 | $1.16M | 0.16% | −2,175−7.8% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 25,566 | $1.16M | 0.02% | −1,150−4.3% | Reduced |
| Independent Financial Group, LLC | 25,611 | $1.17M | 0.12% | +834+3.4% | Added |
| AdvisorNet Financial, Inc | 25,861 | $1.18M | 0.08% | −257−1.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 25,897 | $1.18M | 0.03% | +25,897 | New |
| Meeder Asset Management Inc | 26,047 | $1.19M | 0.06% | +1,644+6.7% | Added |
| Coastal Investment Advisors, Inc. | 26,083 | $1.19M | 0.28% | +1,797+7.4% | Added |
| Narwhal Capital Management | 26,089 | $1.19M | 0.15% | −666−2.5% | Reduced |
| Range Financial Group LLC | 26,192 | $1.19M | 0.86% | +17+0.1% | Added |
| Kowal Investment Group, LLC | 26,329 | $1.20M | 0.38% | +87+0.3% | Added |